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Legacy Edge Advisors, LLC

报告期 2026-03-31 · CIK 0002105396

持仓数

223

前50大市值合计

$820.3M

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*

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$112.6M

1,360,788

13.7%

IEFA ISHARES TR

CORE MSCI EAFE

$91.1M

1,006,724

11.1%

IWD ISHARES TR

RUS 1000 VAL ETF

$47.4M

221,763

5.8%

EMXC ISHARES INC

MSCI EMRG CHN

$39.1M

497,080

4.8%

IWR ISHARES TR

RUS MID CAP ETF

$35.9M

369,247

4.4%

MUB ISHARES TR

NATIONAL MUN ETF

$27.7M

261,266

3.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$25.6M

59,957

3.1%

FPEI FIRST TR EXCH TRADED FD III

INSTL PFD SECS

$23.1M

1,214,315

2.8%

SUB ISHARES TR

SHRT NAT MUN ETF

$20.9M

195,954

2.5%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$20.5M

444,395

2.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$20.5M

46,857

2.5%

QUAL ISHARES TR

MSCI USA QLT FCT

$19.3M

100,847

2.4%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$19.3M

627,512

2.3%

NYF ISHARES TR

NEW YORK MUN ETF

$18.6M

350,771

2.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$18.3M

93,130

2.2%

IYJ ISHARES TR

US INDUSTRIALS

$16.3M

110,306

2.0%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$15.7M

95,789

1.9%

SOXX ISHARES TR

ISHARES SEMICDTR

$15.3M

46,414

1.9%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$14.6M

303,000

1.8%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$13.8M

243,427

1.7%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$13.0M

207,037

1.6%

MSFT MICROSOFT CORP

COM

$12.6M

34,064

1.5%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$12.3M

246,692

1.5%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$11.6M

104,994

1.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$10.7M

16,399

1.3%

AAPL APPLE INC

COM

$10.1M

39,923

1.2%

IWP ISHARES TR

RUS MD CP GR ETF

$10.0M

78,200

1.2%

IVV ISHARES TR

CORE S&P500 ETF

$9.3M

14,299

1.1%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$8.6M

104,596

1.0%

IWS ISHARES TR

RUS MDCP VAL ETF

$8.2M

56,398

1.0%

FLRN SPDR SERIES TRUST

STATE STREET SPD

$7.9M

255,404

1.0%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$7.8M

98,185

0.9%

XJUN FIRST TR EXCHNG TRADED FD VI

FT VEST U.S

$6.5M

151,441

0.8%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$6.3M

57,507

0.8%

NVDA NVIDIA CORPORATION

COM

$6.1M

34,714

0.7%

JTEK J P MORGAN EXCHANGE TRADED F

U S TECH LEADERS

$5.9M

74,484

0.7%

VO VANGUARD INDEX FDS

MID CAP ETF

$5.3M

18,405

0.6%

IEMG ISHARES INC

CORE MSCI EMKT

$5.1M

73,567

0.6%

SUSC ISHARES TR

ESG AWRE USD ETF

$5.1M

218,857

0.6%

JSCP J P MORGAN EXCHANGE TRADED F

SHORT DURA CORE

$4.8M

102,068

0.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.6M

7,771

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$4.6M

16,092

0.6%

BBUS J P MORGAN EXCHANGE TRADED F

BETABUILDRS US

$4.4M

37,204

0.5%

ESGD ISHARES TR

ESG AW MSCI EAFE

$4.0M

42,213

0.5%

AMZN AMAZON COM INC

COM

$4.0M

18,975

0.5%

JIRE J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT

$3.5M

45,908

0.4%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$3.4M

52,846

0.4%

IWM ISHARES TR

RUSSELL 2000 ETF

$3.3M

13,238

0.4%

NULV NUSHARES ETF TR

NUVEEN ESG LRGVL

$3.3M

71,441

0.4%

AVGO BROADCOM INC

COM

$2.7M

8,684

0.3%

* 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

43%前 6 大占比

VCIT13.7%IEFA11.1%IWD5.8%EMXC4.8%IWR4.4%MUB3.4%

Legacy Edge Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心