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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
$132.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 63
增持 42
减持 9
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$8.3M
205,237
+423%
增持
SPY
SPDR S&P 500 ETF TR
+$4.8M
12,483
+561%
增持
AAPL
APPLE INC
+$3.8M
98,928
+6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
LGLV
SPDR SER TR
+$3.3M
23,601
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.2M
0
-100%
清仓
RFV
INVESCO EXCHANGE TRADED FD T
-$2.9M
0
-100%
清仓
RZV
INVESCO EXCHANGE TRADED FD T
-$2.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.5M
12,256
+108%
清仓
AMLP
ALPS ETF TR
-$1.7M
0
-100%
清仓
AIRR
FIRST TR EXCHANGE-TRADED FD
-$1.7M
0
-100%
增持
TSLA
TESLA INC
+$1.7M
7,987
+290%
建仓
NVDA
NVIDIA CORPORATION
+$1.6M
3,832
建仓
AI
C3 AI INC
+$1.6M
43,113
清仓
COWZ
PACER FDS TR
-$1.6M
0
-100%
清仓
XSD
SPDR SER TR
-$1.5M
0
-100%
清仓
ENFR
ALPS ETF TR
-$1.5M
0
-100%
清仓
ITA
ISHARES TR
-$1.5M
0
-100%
清仓
PAVE
GLOBAL X FDS
-$1.4M
0
-100%
减持
IWM
ISHARES TR
-$1.4M
1,178
-87%
增持
META
META PLATFORMS INC
+$1.4M
6,135
+311%
清仓
PSCI
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
清仓
PYZ
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.4M
0
-100%
清仓
VAMO
CAMBRIA ETF TR
-$1.4M
0
-100%
清仓
IAK
ISHARES TR
-$1.4M
0
-100%
建仓
EXAS
EXACT SCIENCES CORP
+$1.4M
14,707
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$1.3M
0
-100%
建仓
MHO
M/I HOMES INC
+$1.3M
14,992
清仓
XES
SPDR SER TR
-$1.3M
0
-100%
增持
EFA
ISHARES TR
+$1.3M
40,414
+76%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
11,062
建仓
IOT
SAMSARA INC
+$1.3M
45,124
建仓
KBH
KB HOME
+$1.2M
23,760
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.2M
7,619
建仓
ELF
E L F BEAUTY INC
+$1.2M
10,410
建仓
UPST
UPSTART HLDGS INC
+$1.2M
33,159
建仓
LEN
LENNAR CORP
+$1.1M
8,807
建仓
DECK
DECKERS OUTDOOR CORP
+$1.1M
2,019
清仓
RWJ
INVESCO EXCH TRADED FD TR II
-$1.1M
0
-100%
建仓
BA
BOEING CO
+$1.0M
4,919
清仓
—
MANAGED PORTFOLIO SERIES
-$1.0M
0
-100%
建仓
YUM
YUM BRANDS INC
+$1.0M
7,264
建仓
IHG
INTERCONTINENTAL HOTELS GROU
+$1.0M
14,259
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.0M
3,898
+67%
建仓
LULU
LULULEMON ATHLETICA INC
+$989.8K
2,615
建仓
CRM
SALESFORCE INC
+$984.7K
4,661
建仓
DLB
DOLBY LABORATORIES INC
+$982.1K
11,736
建仓
ALGN
ALIGN TECHNOLOGY INC
+$975.3K
2,758
建仓
TTD
THE TRADE DESK INC
+$975.0K
12,626
清仓
TD
TORONTO DOMINION BK ONT
-$967.3K
0
-100%
建仓
LNTH
LANTHEUS HLDGS INC
+$930.4K
11,087
减持
PFE
PFIZER INC
-$907.2K
10,546
-67%
增持
BIL
SPDR SER TR
+$894.6K
95,905
+11%
清仓
BNY
BANK NEW YORK MELLON CORP
-$873.6K
0
-100%
建仓
HIMS
HIMS & HERS HEALTH INC
+$843.7K
89,754
增持
NFLX
NETFLIX INC
+$811.6K
3,797
+52%
建仓
—
TERRAN ORBITAL CORPORATION
+$784.9K
523,292
建仓
CROX
CROCS INC
+$772.7K
6,872
减持
MET
METLIFE INC
-$737.7K
4,401
-74%
建仓
EDEN
ISHARES TR
+$686.6K
6,427
建仓
EZU
ISHARES INC
+$648.4K
14,150
建仓
AMZN
AMAZON COM INC
+$599.4K
4,598
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$595.2K
1,702
增持
GBIL
GOLDMAN SACHS ETF TR
+$592.3K
27,700
+27%
建仓
SHOP
SHOPIFY INC
+$589.2K
9,121
建仓
APH
AMPHENOL CORP NEW
+$561.4K
6,608
建仓
ITB
ISHARES TR
+$556.5K
6,513
清仓
SLB
SCHLUMBERGER LTD
-$556.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$555.3K
3,404
+58%
建仓
XHB
SPDR SER TR
+$551.1K
6,863
清仓
HAL
HALLIBURTON CO
-$549.2K
0
-100%
建仓
SOXX
ISHARES TR
+$540.2K
1,065
建仓
CWS
ADVISORSHARES TR
+$538.6K
9,984
建仓
TMFC
RBB FD INC
+$536.9K
13,179
建仓
HLAL
LISTED FD TR
+$536.5K
12,542
建仓
MOAT
VANECK ETF TRUST
+$531.9K
6,666
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$531.7K
10,856
清仓
BSV
VANGUARD BD INDEX FDS
-$526.3K
0
-100%
建仓
BBP
ETFIS SER TR I
+$497.9K
9,461
清仓
LLY
LILLY ELI & CO
-$490.1K
0
-100%
清仓
PULS
PGIM ETF TR
-$459.0K
0
-100%
建仓
MCD
MCDONALDS CORP
+$454.5K
1,523
清仓
TRV
TRAVELERS COMPANIES INC
-$441.0K
0
-100%
建仓
PINS
PINTEREST INC
+$437.4K
16,000
建仓
Z
ZILLOW GROUP INC
+$428.7K
8,530
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$404.1K
1,185
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$401.9K
3,982
清仓
COP
CONOCOPHILLIPS
-$380.0K
0
-100%
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$371.0K
7,473
清仓
EWC
ISHARES INC
-$363.5K
0
-100%
建仓
EEM
ISHARES TR
+$351.4K
8,883
增持
EWL
ISHARES INC
+$335.1K
15,489
+84%
清仓
SHEL
SHELL PLC
-$330.3K
0
-100%
建仓
HD
HOME DEPOT INC
+$326.8K
1,052
清仓
DVY
ISHARES TR
-$325.6K
0
-100%
减持
SPSB
SPDR SER TR
-$325.4K
134,336
-7%
清仓
DG
DOLLAR GEN CORP NEW
-$322.6K
0
-100%
增持
ORCL
ORACLE CORP
+$301.4K
5,994
+35%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$292.1K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$290.2K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$290.0K
785
增持
CI
THE CIGNA GROUP
+$289.5K
3,586
+28%
清仓
IGBH
ISHARES U S ETF TR
-$284.9K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$282.8K
8,233
+54%
增持
CAH
CARDINAL HEALTH INC
+$282.2K
13,102
+3%
增持
EWW
ISHARES INC
+$277.1K
10,793
+63%
增持
ULTA
ULTA BEAUTY INC
+$276.7K
3,968
+36%
建仓
—
ACCENTURE PLC IRELAND
+$272.1K
882
增持
MRK
MERCK & CO INC
+$270.0K
27,218
+1%
增持
EWQ
ISHARES INC
+$267.1K
17,964
+60%
增持
—
UNILEVER PLC
+$264.3K
8,951
+130%
增持
EWU
ISHARES TR
+$256.4K
20,060
+65%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$243.0K
2,575
建仓
GBX
GREENBRIER COS INC
+$235.5K
5,464
建仓
SMFG
SUMITOMO MITSUI FINL GROUP I
+$235.4K
27,372
减持
GD
GENERAL DYNAMICS CORP
-$233.6K
3,701
-18%
建仓
V
VISA INC
+$226.3K
953
建仓
HSBC
HSBC HLDGS PLC
+$224.8K
5,673
增持
—
CHUBB LIMITED
+$223.7K
5,139
+30%
增持
NVO
NOVO-NORDISK A S
+$223.2K
3,476
+63%
建仓
SBUX
STARBUCKS CORP
+$221.2K
2,233
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$219.4K
2,756
增持
JNJ
JOHNSON & JOHNSON
+$216.3K
6,255
+18%
建仓
IVW
ISHARES TR
+$215.5K
3,058
建仓
BIIB
BIOGEN INC
+$214.8K
754
减持
GOOGL
ALPHABET INC
-$212.4K
9,288
-27%
增持
—
MEDTRONIC PLC
+$212.0K
8,645
+27%
建仓
VOO
VANGUARD INDEX FDS
+$211.0K
518
建仓
CCJ
CAMECO CORP
+$210.3K
6,711
减持
SPYM
SPDR SER TR
+$210.2K
82,449
-3%
增持
—
FOOT LOCKER INC
-$208.4K
18,190
+3%
增持
WMT
WALMART INC
+$205.0K
7,065
+15%
减持
SPTM
SPDR SER TR
+$204.1K
71,704
-2%
增持
EWK
ISHARES INC
+$202.6K
33,130
+63%
增持
DIS
DISNEY WALT CO
+$197.3K
10,434
+42%
增持
FSK
FS KKR CAP CORP
+$193.2K
174,999
+2%
增持
JAAA
JANUS DETROIT STR TR
+$177.8K
105,860
+3%
增持
—
EATON CORP PLC
+$173.1K
5,069
+3%
减持
AVGO
BROADCOM INC
-$170.2K
871
-40%
增持
MCK
MCKESSON CORP
+$167.7K
2,199
+1%
增持
BDX
BECTON DICKINSON & CO
+$163.1K
2,446
+25%
增持
—
LAM RESEARCH CORP
+$162.8K
1,294
+3%
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$161.8K
10,301
增持
FLRN
SPDR SER TR
+$160.5K
155,067
+3%
增持
—
M D C HLDGS INC
+$157.1K
17,633
+3%
建仓
—
CNH INDL N V
+$155.8K
10,816
增持
JPM
JPMORGAN CHASE & CO
+$153.2K
8,262
+3%
增持
JBL
JABIL INC
+$146.4K
6,598
+3%
清仓
BIGGQ
BIG LOTS INC
-$145.6K
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$139.5K
43,616
+17%
