Legacy Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Legacy Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 148 只证券，申报市值合计 2.31 亿美元。前几大持仓：SGOV（23.00%）、JPST（6.86%）、SPY（6.66%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $53.1M | 23.00% | 527,772 | 增持 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $15.9M | 6.86% | 313,432 | 减持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $15.4M | 6.66% | 20,605 | 减持 |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.2M | 6.16% | 19 | 持平 |
| 5 | AAPL | APPLE INC | $7.3M | 3.14% | 25,062 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $7.2M | 3.10% | 35,772 | 增持 |
| 7 | BUFC | AB ACTIVE ETFS INC | $6.9M | 2.99% | 162,428 | 减持 |
| 8 | VTI | VANGUARD INDEX FDS | $6.7M | 2.89% | 18,035 | 减持 |
| 9 | AMZN | AMAZON COM INC | $5.1M | 2.20% | 21,371 | 增持 |
| 10 | GOOGL | ALPHABET INC | $5.1M | 2.19% | 14,172 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $4.9M | 2.13% | 13,208 | 增持 |
| 12 | BIL | SPDR SERIES TRUST | $4.0M | 1.75% | 43,999 | 减持 |
| 13 | TAFI | AB ACTIVE ETFS INC | $3.4M | 1.46% | 133,481 | 增持 |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | $3.2M | 1.39% | 38,344 | 增持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 1.16% | 37,590 | 持平 |
| 16 | SCHD | SCHWAB STRATEGIC TR | $2.6M | 1.10% | 80,500 | 持平 |
| 17 | SPCX | SPACE EXPLORATION TECHN CORP | $2.4M | 1.02% | 13,790 | 新建仓 |
| 18 | AVGO | BROADCOM INC | $2.3M | 1.00% | 6,093 | 增持 |
| 19 | TSLA | TESLA INC | $2.3M | 0.98% | 5,369 | 减持 |
| 20 | META | META PLATFORMS INC | $2.0M | 0.86% | 3,534 | 增持 |
| 21 | BXSL | BLACKSTONE SECD LENDING FD | $1.9M | 0.82% | 79,982 | 增持 |
| 22 | SHV | ISHARES TR | $1.9M | 0.81% | 17,054 | 增持 |
| 23 | VOO | VANGUARD INDEX FDS | $1.9M | 0.80% | 2,697 | 减持 |
| 24 | DGRO | ISHARES TR | $1.8M | 0.77% | 23,617 | 持平 |
| 25 | MU | MICRON TECHNOLOGY INC | $1.6M | 0.68% | 1,360 | 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