Legend Capital Advisors LLC 13F 持仓 · 2026年Q2
Legend Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 1.84 亿美元。前几大持仓：SNOW（34.81%）、NU（10.13%）、META（8.44%）。本季前 25 大持仓中：增持 11 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SNOW | SNOWFLAKE INC | $64.0M | 34.81% | 251,390 | 减持 |
| 2 | NU | NU HLDGS LTD | $18.6M | 10.13% | 1.4M | 持平 |
| 3 | META | META PLATFORMS INC | $15.5M | 8.44% | 27,535 | 持平 |
| 4 | GOOGL | ALPHABET INC | $9.2M | 5.01% | 25,754 | 增持 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $7.3M | 3.96% | 12,533 | 增持 |
| 6 | TSLA | TESLA INC | $5.9M | 3.24% | 14,136 | 减持 |
| 7 | AAPL | APPLE INC | $5.7M | 3.11% | 19,780 | 增持 |
| 8 | WBD | WARNER BROS DISCOVERY INC | $4.7M | 2.56% | 176,400 | 持平 |
| 9 | NVDA | NVIDIA CORPORATION | $4.4M | 2.39% | 21,971 | 增持 |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $3.5M | 1.88% | 4,539 | 增持 |
| 11 | AMZN | AMAZON COM INC | $3.4M | 1.84% | 14,191 | 增持 |
| 12 | GOOG | ALPHABET INC | $3.2M | 1.73% | 8,994 | 增持 |
| 13 | LLY | ELI LILLY & CO | $3.0M | 1.64% | 2,518 | 增持 |
| 14 | PANW | PALO ALTO NETWORKS INC | $2.9M | 1.58% | 8,513 | 增持 |
| 15 | TMC | TMC THE METALS COMPANY INC | $2.7M | 1.48% | 613,294 | 减持 |
| 16 | BEN | FRANKLIN RESOURCES INC | $2.2M | 1.22% | 67,195 | 持平 |
| 17 | MSFT | MICROSOFT CORP | $2.2M | 1.22% | 6,029 | 持平 |
| 18 | XOM | EXXON MOBIL CORP | $1.4M | 0.76% | 10,150 | 减持 |
| 19 | TU | TELUS CORPORATION | $1.4M | 0.74% | 65,982 | 减持 |
| 20 | SDY | SPDR SERIES TRUST | $1.3M | 0.71% | 8,634 | 减持 |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.2M | 0.65% | 10,300 | 持平 |
| 22 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $1.1M | 0.62% | 36,910 | 增持 |
| 23 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.61% | 2,676 | 增持 |
| 24 | SPY | SPDR S&P 500 ETF TR | $1.0M | 0.56% | 1,380 | 持平 |
| 25 | IVW | ISHARES TR | $965,461 | 0.53% | 7,020 | 持平 |
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