Legacy Edge Advisors, LLC 13F 持仓 · 2026年Q2
Legacy Edge Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 239 只证券，申报市值合计 10.89 亿美元。前几大持仓：VCIT（10.42%）、IEFA（9.11%）、IWD（4.61%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $113.4M | 10.42% | 1.4M | 增持 |
| 2 | IEFA | ISHARES TR | $99.2M | 9.11% | 1.0M | 增持 |
| 3 | IWD | ISHARES TR | $50.2M | 4.61% | 207,147 | 减持 |
| 4 | EMXC | ISHARES INC | $45.6M | 4.19% | 445,806 | 减持 |
| 5 | IWR | ISHARES TR | $42.1M | 3.86% | 381,311 | 增持 |
| 6 | MUB | ISHARES TR | $30.3M | 2.79% | 281,933 | 增持 |
| 7 | IWF | ISHARES TR | $30.0M | 2.76% | 241,524 | 增持 |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | $29.4M | 2.70% | 637,747 | 增持 |
| 9 | SOXX | ISHARES TR | $25.0M | 2.29% | 38,947 | 减持 |
| 10 | FPEI | FIRST TR EXCH TRADED FD III | $24.3M | 2.23% | 1.3M | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $24.0M | 2.21% | 278,734 | 增持 |
| 12 | QUAL | ISHARES TR | $22.1M | 2.03% | 100,803 | 减持 |
| 13 | SUB | ISHARES TR | $21.2M | 1.95% | 199,011 | 增持 |
| 14 | SCHD | SCHWAB STRATEGIC TR | $20.1M | 1.84% | 632,796 | 增持 |
| 15 | VTV | VANGUARD INDEX FDS | $19.8M | 1.82% | 90,983 | 减持 |
| 16 | NYF | ISHARES TR | $19.7M | 1.81% | 366,334 | 增持 |
| 17 | IYJ | ISHARES TR | $18.9M | 1.74% | 113,634 | 增持 |
| 18 | GRID | FIRST TR EXCHANGE-TRADED FD | $18.2M | 1.67% | 94,818 | 减持 |
| 19 | CIBR | FIRST TR EXCHANGE-TRADED FD | $17.8M | 1.63% | 197,558 | 减持 |
| 20 | SPSM | SPDR SERIES TRUST | $17.6M | 1.62% | 305,454 | 增持 |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $14.9M | 1.37% | 188,507 | 增持 |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $14.8M | 1.36% | 262,507 | 增持 |
| 23 | AVUV | AMERICAN CENTY ETF TR | $13.8M | 1.26% | 110,273 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $12.7M | 1.17% | 34,028 | 减持 |
| 25 | AAPL | APPLE INC | $12.5M | 1.15% | 43,351 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR