13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001720969
申报总市值
US$10.5亿
US$10.5亿
337 檔
34.8%
在 Q2 2026 申报期间，Legacy Advisors, LLC（CIK: 0001720969）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$10.5亿，共持有 337 个公开申报仓位。
在 Q2 2026，Legacy Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 66 个新仓位，并对 90 个既有持股进行加仓（合计增持 156 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Legacy Advisors, LLC 的前 5 大核心持股（包含 QLTY, VOO, IJR 等）合计占整体申报市值的 34.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 337 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 13.36% | +0.46% | -2.78% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.05% | +2.49% | +118.35% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.87% | +0.20% | +15.63% | |
| 4 | MTZ | Mastec Inc | 股票-工业 | 4.83% | -1.83% | +32.17% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.05% | +0.56% | +22.77% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.41% | +0.13% | -0.01% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.95% | +0.54% | +5.89% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.73% | +0.65% | -31.23% | |
| 9 | GQGU | Gqg US Equity ETF | ETF-其他 | 2.27% | +0.26% | +0.04% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.21% | -0.22% | +16.65% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.14% | -0.04% | -2.25% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.83% | +0.09% | +0.01% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.77% | +0.47% | +15.51% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.64% | -0.32% | +19.40% | |
| 15 | VERX | Vertex Inc - Class A | 股票-其他 | 1.44% | +0.07% | +0.00% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.42% | -0.18% | -0.43% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | +0.07% | +30.58% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | +0.28% | +15.70% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.17% | +0.03% | +0.56% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.02% | +3.51% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.10% | -0.24% | +19.45% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.05% | -0.05% | +0.04% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.99% | +0.08% | — | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.94% | +0.06% | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.90% | -0.10% | +1.33% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | -0.39% | +4.51% | |
| 27 | AMTM | Amentum Holdings Inc | 股票-工业 | 0.85% | -0.85% | EXIT | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.80% | +0.04% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.74% | +0.12% | +300.00% | |
| 30 | UBER | Uber Technologies Inc | 股票-工业 | 0.73% | -0.05% | +8.90% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | +0.05% | +12.95% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.67% | -0.04% | +335.05% | |
| 33 | FULT | Fulton Financial CORP | 股票-金融 | 0.64% | -0.04% | — | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.58% | -0.14% | +3.86% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.30% | +12.06% | |
| 36 | BSY | Bentley Systems Inc-class B | 股票-科技 | 0.54% | +0.05% | +0.13% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.51% | +0.01% | — | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | -0.02% | +3.72% | |
| 39 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.43% | -0.09% | -1.70% | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.41% | — | +0.68% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.39% | -0.28% | +8.68% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | -0.01% | +286.62% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.36% | — | +28.34% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.36% | -0.34% | +8.04% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.33% | -0.13% | +699.22% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.31% | — | +2.61% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.31% | +0.10% | +39.01% | |
| 48 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.30% | +0.01% | -0.05% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.28% | — | +1.02% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.27% | -0.08% | +2.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.5% | +118.35% | 加仓 |
| 2 | MTZ | Mastec Inc | +1.3% | +32.17% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.6% | +335.05% | 加仓 |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.4% | +15.63% | 加仓 |
| 5 | AAPL | Apple Inc | +0.4% | +22.77% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +16.65% | 加仓 |
| 7 | XLK | Ss Technology Select Sector | +0.2% | +0.01% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.2% | +30.58% | 加仓 |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.2% | NEW | 新建仓 |
| 10 | COHR | Coherent CORP | +0.2% | NEW | 新建仓 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +19.40% | 加仓 |
| 12 | AMD | Advanced Micro Devices | +0.1% | +22.21% | 加仓 |
| 13 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +39.01% | 加仓 |
| 15 | AMAT | Applied Materials Inc | +0.1% | +2.37% | 加仓 |
| 16 | AMLP | Alerian Mlp ETF | +0.1% | NEW | 新建仓 |
| 17 | LRCX | Lam Research CORP | +0.1% | +5.76% | 加仓 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +59.26% | 加仓 |
| 19 | MRVL | Marvell Technology Inc | +0.1% | +20.41% | 加仓 |
| 20 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | 新建仓 |
| 21 | HD | Home Depot Inc | +0.1% | +89.77% | 加仓 |
| 22 | AVGO | Broadcom Inc | +0.1% | +28.34% | 加仓 |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +699.22% | 加仓 |
| 24 | TXN | Texas Instruments Inc | +0.1% | +134.47% | 加仓 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.72% | 加仓 |
| 26 | CB | Chubb Limited | +0.1% | NEW | 新建仓 |
| 27 | TDVG | T Rowe Price Dividend Growth | +0.1% | NEW | 新建仓 |
| 28 | VXUS | Vanguard Total Intl Stock | +0.1% | +19.45% | 加仓 |
| 29 | LLY | Eli Lilly & Co | +0.1% | +21.31% | 加仓 |
| 30 | BA | Boeing Co/the | +0.1% | +92.19% | 加仓 |
| 31 | CAT | Caterpillar Inc | +0.1% | +28.48% | 加仓 |
| 32 | ADP | Automatic Data Processing | +0.1% | +181.43% | 加仓 |
| 33 | ✓ | +0.1% | NEW | 新建仓 | |
| 34 | SYK | Stryker CORP | +0.1% | NEW | 新建仓 |
| 35 | OKTA | Okta Inc | +0.1% | NEW | 新建仓 |
| 36 | ✓ | +0.1% | NEW | 新建仓 | |
| 37 | GLW | Corning Inc | +0.1% | NEW | 新建仓 |
| 38 | BAC | Bank Of America CORP | 0% | +29.90% | 加仓 |
| 39 | XLV | Ss Health Care Select Sector | 0% | +45.87% | 加仓 |
| 40 | VTV | Vanguard Value ETF | 0% | +32.84% | 加仓 |
| 41 | HIMS | Hims & Hers Health Inc | 0% | -0.06% | 减仓 |
| 42 | DIS | Walt Disney Co/the | 0% | +55.62% | 加仓 |
| 43 | KLAC | Kla CORP | 0% | +1071.76% | 加仓 |
| 44 | DDOG | Datadog Inc - Class A | 0% | +19.63% | 加仓 |
| 45 | PANW | Palo Alto Networks Inc | 0% | +20.69% | 加仓 |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | 0% | NEW | 新建仓 |
| 47 | ✓ | 0% | NEW | 新建仓 | |
| 48 | MGNI | Magnite Inc | 0% | NEW | 新建仓 |
| 49 | AXP | American Express Co | 0% | +37.19% | 加仓 |
| 50 | CSCO | Cisco Systems Inc | 0% | +29.46% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Legacy Advisors, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$10.5亿，共申报了 337 个公开持股仓位。
在 Q2 2026 季度，Legacy Advisors, LLC 按市值排列的前三大核心持股分别为：QLTY (13.4%)、VOO (7.0%)、IJR (4.9%)。其中最大持股仓位 QLTY 占据整体投资组合约 13.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
IEF
市值: US$222.8万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$312.0万
在 Q2 2026 季度中，Legacy Advisors, LLC 共进行了 187 项持仓异动，包含新建仓 66 个仓位、加仓 90 个仓位、减仓 18 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 IEF。 本季清仓仓位包含 XOM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。