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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 53
增持 26
减持 23
清仓 48
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$8.9M
134,133
+36%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$4.3M
122,671
减持
GBIL
GOLDMAN SACHS ETF TR
-$2.3M
4,255
-85%
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
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$2.2M
90,794
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$2.2M
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$1.9M
54,664
清仓
USTB
VICTORY PORTFOLIOS II
-$1.9M
0
-100%
减持
BIL
SPDR SER TR
-$1.7M
60,833
-23%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
22,403
+71%
减持
TSLA
TESLA INC
-$1.5M
2,046
-75%
清仓
EMXC
ISHARES INC
-$1.5M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.4M
7,660
+145%
减持
LGLV
SPDR SER TR
-$1.3M
13,256
-45%
增持
SHOP
SHOPIFY INC
+$1.3M
22,752
+158%
清仓
MHO
M/I HOMES INC
-$1.3M
0
-100%
建仓
TAL
TAL EDUCATION GROUP
+$1.3M
99,394
清仓
IOT
SAMSARA INC
-$1.1M
0
-100%
建仓
ZION
ZIONS BANCORPORATION N A
+$1.1M
26,151
建仓
ANF
ABERCROMBIE & FITCH CO
+$1.1M
12,755
清仓
KBH
KB HOME
-$1.1M
0
-100%
建仓
ZS
ZSCALER INC
+$1.1M
4,977
清仓
—
TOTALENERGIES SE
-$1.1M
0
-100%
建仓
CW
CURTISS WRIGHT CORP
+$1.1M
4,897
建仓
LLY
ELI LILLY & CO
+$1.1M
1,860
增持
ADBE
ADOBE INC
+$1.1M
3,271
+92%
清仓
IHG
INTERCONTINENTAL HOTELS GROU
-$1.1M
0
-100%
建仓
—
DORIAN LPG LTD
+$1.1M
24,279
清仓
LEN
LENNAR CORP
-$1.1M
0
-100%
建仓
BGC
BGC GROUP INC
+$1.1M
146,269
清仓
DECK
DECKERS OUTDOOR CORP
-$1.0M
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$1.0M
1,583
清仓
EXAS
EXACT SCIENCES CORP
-$1.0M
0
-100%
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$1.0M
47,537
清仓
TTD
THE TRADE DESK INC
-$1.0M
0
-100%
清仓
CRM
SALESFORCE INC
-$960.0K
0
-100%
清仓
BA
BOEING CO
-$952.3K
0
-100%
清仓
DLB
DOLBY LABORATORIES INC
-$939.4K
0
-100%
减持
AFRM
AFFIRM HLDGS INC
+$935.4K
38,499
-14%
建仓
LNG
CHENIERE ENERGY INC
+$918.1K
5,378
清仓
—
ROYAL CARIBBEAN GROUP
-$864.6K
0
-100%
建仓
AAA
INVESTMENT MANAGERS SER TR I
+$864.4K
34,633
清仓
ALGN
ALIGN TECHNOLOGY INC
-$851.2K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$815.9K
20,225
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$802.9K
46,762
建仓
—
CRISPR THERAPEUTICS AG
+$791.7K
12,647
建仓
SPSM
SPDR SER TR
+$782.4K
18,549
建仓
SPMD
SPDR SER TR
+$774.4K
15,895
增持
—
LAM RESEARCH CORP
+$721.8K
1,957
+51%
建仓
—
TOTALENERGIES SE
+$715.2K
10,615
减持
IVE
ISHARES TR
-$693.3K
5,401
-49%
减持
SPY
SPDR S&P 500 ETF TR
-$589.7K
7,074
-23%
增持
AMAT
APPLIED MATLS INC
+$584.1K
5,554
+143%
增持
UPST
UPSTART HLDGS INC
+$538.5K
36,759
+9%
建仓
—
FRESH DEL MONTE PRODUCE INC
+$536.1K
20,424
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$532.8K
0
-100%
清仓
XHB
SPDR SER TR
-$529.4K
0
-100%
建仓
—
RTX CORPORATION
+$513.6K
6,104
减持
JAAA
JANUS DETROIT STR TR
-$510.1K
95,770
-10%
减持
MSFT
MICROSOFT CORP
+$508.0K
12,814
-6%
减持
NVDA
NVIDIA CORPORATION
-$497.0K
2,589
-37%
增持
APH
AMPHENOL CORP NEW
+$494.4K
10,671
+59%
建仓
DVN
DEVON ENERGY CORP NEW
+$486.6K
10,741
清仓
HLAL
LISTED FD TR
-$483.9K
0
-100%
清仓
PEP
PEPSICO INC
-$483.5K
0
-100%
清仓
TMFC
RBB FD INC
-$482.4K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$471.7K
1,988
建仓
CVX
CHEVRON CORP NEW
+$470.3K
3,153
清仓
EIX
EDISON INTL
-$454.5K
0
-100%
建仓
MLPA
GLOBAL X FDS
+$448.2K
10,118
减持
ICSH
ISHARES TR
-$418.5K
12,956
-39%
增持
EFA
ISHARES TR
+$414.6K
40,642
+6%
建仓
SNY
SANOFI
+$403.2K
8,107
减持
IWN
ISHARES TR
-$373.4K
2,862
-53%
清仓
RTX
RTX CORPORATION
-$369.7K
0
-100%
清仓
PTNQ
PACER FDS TR
-$350.8K
0
-100%
清仓
USMC
PRINCIPAL EXCHANGE TRADED FD
-$347.4K
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$340.6K
0
-100%
建仓
AUSF
GLOBAL X FDS
+$336.4K
9,048
清仓
ZIG
ETF SER SOLUTIONS
-$333.3K
0
-100%
建仓
—
TARGET CORP
+$331.3K
2,326
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$325.8K
0
-100%
清仓
NULG
NUSHARES ETF TR
-$322.9K
0
-100%
清仓
IETC
ISHARES U S ETF TR
-$321.8K
0
-100%
清仓
IWY
ISHARES TR
-$318.0K
0
-100%
增持
NFLX
NETFLIX INC
+$316.4K
2,833
+1%
建仓
AMZA
ETFIS SER TR I
+$306.5K
8,677
减持
SPYM
SPDR SER TR
+$300.9K
76,562
-3%
建仓
QVAL
EA SERIES TRUST
+$296.8K
7,331
清仓
EEMS
ISHARES INC
-$289.0K
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$286.8K
18,613
+58%
建仓
DRUP
GRANITESHARES ETF TR
+$286.6K
6,244
清仓
SCHG
SCHWAB STRATEGIC TR
-$286.4K
0
-100%
清仓
QQH
NORTHERN LTS FD TR III
-$285.8K
0
-100%
减持
—
EXXON MOBIL CORP
-$285.6K
5,407
-23%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$285.0K
0
-100%
建仓
KBWP
INVESCO EXCH TRADED FD TR II
+$284.8K
3,147
清仓
QQQ
INVESCO QQQ TR
-$284.5K
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$283.9K
7,168
建仓
XNTK
SPDR SER TR
+$283.0K
1,724
建仓
PDD
PDD HOLDINGS INC
+$281.9K
1,927
减持
SPTM
SPDR SER TR
+$281.8K
66,564
-3%
清仓
IWF
ISHARES TR
-$281.7K
0
-100%
增持
—
UBS GROUP AG
+$279.6K
42,777
+1%
建仓
—
INVESCO QQQ TR
+$278.8K
681
减持
META
META PLATFORMS INC
-$278.7K
4,606
-28%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$276.5K
6,221
+22%
增持
AMZN
AMAZON COM INC
+$275.8K
10,895
+0%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$264.2K
10,848
+8%
建仓
ALB
ALBEMARLE CORP
+$262.7K
1,818
建仓
FICO
FAIR ISAAC CORP
+$258.4K
222
减持
FLRN
SPDR SER TR
-$255.9K
148,883
-5%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$255.6K
0
-100%
建仓
NVS
NOVARTIS AG
+$255.6K
2,531
减持
—
FOOT LOCKER INC
+$253.2K
18,374
-0%
增持
PHG
KONINKLIJKE PHILIPS N V
+$252.8K
24,883
+51%
清仓
TGT
TARGET CORP
-$252.8K
0
-100%
减持
QCOM
QUALCOMM INC
+$252.5K
7,622
-0%
增持
C
CITIGROUP INC
+$250.3K
16,711
+13%
建仓
IGSB
ISHARES TR
+$247.2K
4,821
减持
—
M D C HLDGS INC
+$245.8K
17,635
-0%
建仓
EWS
ISHARES INC
+$238.6K
12,760
增持
BX
BLACKSTONE INC
+$237.5K
9,026
+2%
建仓
SHEL
SHELL PLC
+$236.2K
3,590
清仓
SPIB
SPDR SER TR
-$226.8K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$226.2K
1,725
建仓
TEAM
ATLASSIAN CORPORATION
+$226.0K
950
建仓
AMT
AMERICAN TOWER CORP NEW
+$224.9K
1,042
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$224.3K
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$223.8K
0
-100%
清仓
TFLO
ISHARES TR
-$223.4K
0
-100%
建仓
SAP
SAP SE
+$219.8K
1,422
建仓
BTI
BRITISH AMERN TOB PLC
+$219.1K
7,480
增持
TPR
TAPESTRY INC
+$217.8K
22,884
+5%
清仓
CMDY
ISHARES U S ETF TR
-$217.1K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$215.3K
137
建仓
DEO
DIAGEO PLC
+$213.4K
1,465
建仓
NEM
NEWMONT CORP
+$211.7K
5,114
增持
JPM
JPMORGAN CHASE & CO
+$209.3K
8,305
+0%
清仓
IWM
ISHARES TR
-$208.9K
0
-100%
减持
INTC
INTEL CORP
+$207.9K
14,270
-0%
增持
IGIB
ISHARES TR
+$205.0K
13,180
+33%
增持
CTAS
CINTAS CORP
+$204.9K
1,080
+17%
清仓
MUB
ISHARES TR
-$202.6K
0
-100%
建仓
—
WESTROCK CO
+$200.4K
4,827
清仓
VOD
VODAFONE GROUP PLC NEW
-$188.5K
0
-100%
增持
DHI
D R HORTON INC
+$186.0K
3,957
+2%
减持
AI
C3 AI INC
-$186.0K
32,234
-26%
减持
INTU
INTUIT
+$180.6K
1,637
-1%
增持
HSBC
HSBC HLDGS PLC
+$180.0K
10,206
+72%
增持
GD
GENERAL DYNAMICS CORP
+$177.0K
3,963
+3%
