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Legacy Capital Group California, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Legacy Capital Group California, Inc.

报告期 2026-03-31 · CIK 0001977092

持仓数

277

前50大市值合计

$132.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$29.5M

116,370

22.3%

BIL SPDR SERIES TRUST

STATE STREET SPD

$8.5M

92,779

6.4%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$4.9M

63,615

3.7%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$4.9M

61,455

3.7%

VFLO VICTORY PORTFOLIOS II

SHARES FREE CASH

$4.3M

108,082

3.2%

LDUR PIMCO ETF TR

ENHNCD LW DUR AC

$4.2M

43,493

3.1%

PYLD PIMCO ETF TR

MULTISECTOR BD

$3.8M

145,884

2.9%

TMSL T ROWE PRICE ETF INC

SMALL MID CAP

$3.2M

87,811

2.4%

GOOGL ALPHABET INC

CAP STK CL A

$2.9M

10,185

2.2%

FLRN SPDR SERIES TRUST

STATE STREET SPD

$2.8M

89,545

2.1%

NVDA NVIDIA CORPORATION

COM

$2.7M

15,702

2.1%

ROE EA SERIES TRUST

ASTORIA US EQUAL

$2.6M

73,877

2.0%

MSFT MICROSOFT CORP

COM

$2.5M

6,816

1.9%

C CITIGROUP INC

COM NEW

$2.3M

20,092

1.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$2.1M

6,246

1.6%

CAH CARDINAL HEALTH INC

COM

$2.1M

9,850

1.6%

NEM NEWMONT CORP

COM

$2.0M

18,714

1.5%

JPM JPMORGAN CHASE & CO

COM

$2.0M

6,771

1.5%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.9M

14,438

1.4%

GD GENERAL DYNAMICS CORP

COM

$1.9M

5,572

1.4%

EEM ISHARES TR

MSCI EMG MKT ETF

$1.8M

32,151

1.4%

RTX RTX CORPORATION

COM

$1.7M

8,955

1.3%

ALL ALLSTATE CORP

COM

$1.7M

8,074

1.3%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$1.6M

32,236

1.2%

HWM HOWMET AEROSPACE INC

COM

$1.6M

6,806

1.2%

CARY ANGEL OAK FUNDS TRUST

INCOME ETF

$1.5M

74,327

1.2%

EZU ISHARES INC

MSCI EURZONE ETF

$1.5M

24,318

1.1%

META META PLATFORMS INC

CL A

$1.5M

2,644

1.1%

EFA ISHARES TR

MSCI EAFE ETF

$1.5M

15,104

1.1%

GM GENERAL MTRS CO

COM

$1.5M

19,692

1.1%

JNJ JOHNSON & JOHNSON

COM

$1.5M

5,960

1.1%

CVS CVS HEALTH CORP

COM

$1.5M

20,260

1.1%

QCOM QUALCOMM INC

COM

$1.4M

10,995

1.1%

BAC BANK AMERICA CORP

COM

$1.4M

28,167

1.0%

NTR NUTRIEN LTD

COM

$1.3M

17,705

1.0%

DINO HF SINCLAIR CORP

COM

$1.3M

21,067

1.0%

GOOG ALPHABET INC

CAP STK CL C

$1.3M

4,577

1.0%

FSK FS KKR CAP CORP

COM

$1.3M

128,689

1.0%

CSCO CISCO SYS INC

COM

$1.3M

16,713

1.0%

MRK MERCK & CO INC

COM

$1.3M

10,684

1.0%

EIS ISHARES INC

MSCI ISRAEL ETF

$1.3M

10,979

1.0%

— UBS GROUP AG

SHS

$1.2M

31,802

0.9%

APD AIR PRODUCTS AND CHEMICALS I

COM

$1.2M

4,235

0.9%

DIS DISNEY WALT CO

COM

$1.2M

12,597

0.9%

EWI ISHARES INC

MSCI ITALY ETF

$1.2M

22,540

0.9%

EWU ISHARES TR

MSCI UK ETF NEW

$1.2M

25,873

0.9%

DBMF LITMAN GREGORY FDS TR

IMGP DBI MANAGED

$1.2M

38,819

0.9%

DVN DEVON ENERGY CORP NEW

COM

$1.2M

22,966

0.9%

TPR TAPESTRY INC

COM

$1.1M

8,146

0.9%

GLW CORNING INC

COM

$1.1M

8,409

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

AAPL22.3%BIL6.4%SPYM3.7%SPTM3.7%VFLO3.2%LDUR3.1%