Legend Financial Advisors, Inc. 13F 持仓 · 2026年Q2
Legend Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 1.76 亿美元。前几大持仓：SOXX（11.16%）、QQQ（10.18%）、IAU（7.59%）。本季前 25 大持仓中：新建仓 2 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SOXX | ISHARES TR | $19.6M | 11.16% | 30,649 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $17.9M | 10.18% | 24,334 | 减持 |
| 3 | IAU | ISHARES GOLD TR | $13.4M | 7.59% | 176,990 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $11.9M | 6.75% | 147,466 | 增持 |
| 5 | FNDX | SCHWAB STRATEGIC TR | $11.8M | 6.72% | 380,221 | 减持 |
| 6 | VIOV | VANGUARD ADMIRAL FDS INC | $11.6M | 6.58% | 98,727 | 减持 |
| 7 | LCR | MANAGED PORTFOLIO SER | $10.1M | 5.77% | 255,221 | 增持 |
| 8 | DJP | BARCLAYS BANK PLC | $8.4M | 4.79% | 192,783 | 减持 |
| 9 | IAK | ISHARES TR | $8.2M | 4.66% | 58,386 | 增持 |
| 10 | IDMO | INVESCO EXCH TRADED FD TR II | $7.5M | 4.25% | 124,008 | 减持 |
| 11 | XME | SPDR SERIES TRUST | $6.7M | 3.80% | 62,547 | 减持 |
| 12 | COPX | GLOBAL X FDS | $6.3M | 3.58% | 81,970 | 减持 |
| 13 | ARB | ALTSHARES TRUST | $5.6M | 3.18% | 189,058 | 增持 |
| 14 | SPSM | SPDR SERIES TRUST | $3.8M | 2.18% | 66,434 | 增持 |
| 15 | INTC | INTEL CORP | $3.8M | 2.16% | 27,240 | 减持 |
| 16 | AAPL | APPLE INC | $3.1M | 1.76% | 10,701 | 增持 |
| 17 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.6M | 1.46% | 9,477 | 减持 |
| 18 | MOD | MODINE MFG CO | $2.0M | 1.15% | 7,577 | 减持 |
| 19 | XLE | SELECT SECTOR SPDR TR | $2.0M | 1.14% | 37,749 | 减持 |
| 20 | GOOG | ALPHABET INC | $2.0M | 1.13% | 5,608 | 新建仓 |
| 21 | AMZN | AMAZON COM INC | $1.9M | 1.08% | 7,964 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.91% | 3,217 | 增持 |
| 23 | FSLR | FIRST SOLAR INC | $1.3M | 0.73% | 5,419 | 增持 |
| 24 | CPA | COPA HOLDINGS SA | $1.2M | 0.71% | 8,011 | 增持 |
| 25 | RELY | REMITLY GLOBAL INC | $1.3M | 0.71% | 56,074 | 新建仓 |
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