My Legacy Advisors, LLC 13F 持仓 · 最近申报 2025年Q2
My Legacy Advisors 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 206 只证券，申报市值合计 2.81 亿美元。前几大持仓：IUSB（4.04%）、MSFT（3.53%）、IVV（3.22%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $11.4M | 4.04% | 247,280 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $9.9M | 3.53% | 19,776 | 增持 |
| 3 | IVV | ISHARES TR | $9.0M | 3.22% | 14,381 | 减持 |
| 4 | AAPL | APPLE INC | $8.3M | 2.96% | 39,178 | 增持 |
| 5 | HYG | ISHARES TR | $7.7M | 2.73% | 95,631 | 增持 |
| 6 | SHYG | ISHARES TR | $7.3M | 2.61% | 171,103 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $6.4M | 2.26% | 38,703 | 增持 |
| 8 | QUAL | ISHARES TR | $5.4M | 1.92% | 29,212 | 增持 |
| 9 | IVW | ISHARES TR | $5.0M | 1.79% | 45,212 | 减持 |
| 10 | DYNF | BLACKROCK ETF TRUST | $5.0M | 1.77% | 90,399 | 增持 |
| 11 | EFV | ISHARES TR | $5.0M | 1.76% | 77,161 | 增持 |
| 12 | AMZN | AMAZON COM INC | $4.9M | 1.74% | 22,023 | 增持 |
| 13 | VTEB | VANGUARD MUN BD FDS | $4.7M | 1.66% | 95,148 | 增持 |
| 14 | SPYM | SPDR SERIES TRUST | $4.1M | 1.47% | 56,158 | 减持 |
| 15 | GOOGL | ALPHABET INC | $3.9M | 1.41% | 22,216 | 增持 |
| 16 | IVE | ISHARES TR | $3.7M | 1.32% | 18,579 | 增持 |
| 17 | EMB | ISHARES TR | $3.5M | 1.24% | 37,650 | 增持 |
| 18 | MUB | ISHARES TR | $3.3M | 1.17% | 31,426 | 减持 |
| 19 | IEMG | ISHARES INC | $3.2M | 1.14% | 53,007 | 增持 |
| 20 | SCHZ | SCHWAB STRATEGIC TR | $3.2M | 1.14% | 138,921 | 减持 |
| 21 | SRLN | SSGA ACTIVE ETF TR | $3.1M | 1.10% | 74,486 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO. | $2.9M | 1.05% | 10,234 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.02% | 5,978 | 增持 |
| 24 | COST | COSTCO WHSL CORP NEW | $2.9M | 1.02% | 2,951 | 增持 |
| 25 | MBB | ISHARES TR | $2.8M | 1.01% | 30,313 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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