CIK: 0002011965
申报总市值
US$1.3亿
申报季度: 2026-03-31 · 持股只数: 81
Williamson Legacy Group, LLC在最新一期 13F 报告中披露了 81 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 80.4%。
Williamson Legacy Group, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.021——换算下来相当于约 47 个等权重仓位，明显低于其实际披露的 81 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 0.86），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
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| # | 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 | LITE | Lumentum Holdings INC | 股票-科技 | 5.95% | +1.51% | -26.82% | ||
| 2 | CIEN | Ciena CORP | 股票-科技 | 4.93% | +1.88% | +1.38% | ||
| 3 | SNDK | Sandisk CORP | 股票-科技 | 4.47% | +2.80% | +4.35% | ||
| 4 | WDC | Western Digital CORP | 股票-科技 | 4.05% | +1.40% | +1.41% | ||
| 5 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.48% | +0.96% | +1.22% | ||
| 6 | FIVE | Five Below | 股票-周期性消费 | 2.57% | — | +3.13% | ||
| 7 | GEV | GE Vernova INC | 股票-工业 | 2.54% | +0.66% | +5.24% | ||
| 8 | MTZ | Mastec INC | 股票-工业 | 2.44% | +1.43% | +69.57% | ||
| 9 | NXT | Nextpower Inc-cl A | 股票-科技 | 2.30% | +1.26% | +66.75% | ||
| 10 | HWM | Howmet Aerospace INC | 股票-工业 | 2.20% | — | +21.57% | ||
| 11 | TPR | Tapestry INC | 股票-周期性消费 | 2.10% | — | +6.10% | ||
| 12 | BE | Bloom Energy Corp- A | 股票-工业 | 1.92% | +0.84% | +19.12% | ||
| 13 | FTI | TechnipFMC plc | 股票-能源 | 1.90% | +1.26% | +98.41% | ||
| 14 | BWXT | Bwx Technologies INC | 股票-工业 | 1.70% | — | +2.59% | ||
| 15 | MU | Micron Technology INC | 股票-科技 | 1.69% | — | +11.17% | ||
| 16 | GLW | Corning INC | 股票-科技 | 1.68% | +0.85% | +34.98% | ||
| 17 | SEDG | Solaredge Technologies INC | 股票-科技 | 1.63% | +0.67% | -0.31% | ||
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.56% | — | +4.40% | ||
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.49% | — | +5.59% | ||
| 20 | TER | Teradyne INC | 股票-科技 | 1.42% | +0.82% | +60.53% | ||
| 21 | LRCX | Lam Research CORP | 股票-科技 | 1.42% | — | +11.61% | ||
| 22 | RTX | Rtx CORP | 股票-工业 | 1.39% | — | +14.28% | ||
| 23 | IAG | Iamgold CORP | 股票-其他 | 1.37% | — | +3.36% | ||
| 24 | CASY | Casey's General Stores INC | 股票-周期性消费 | 1.34% | — | +2.51% | ||
| 25 | COHR | Coherent CORP | 股票-科技 | 1.30% | — | +28.41% | ||
| 26 | ALB | Albemarle CORP | 股票-原材料 | 1.28% | +1.05% | +351.04% | ||
| 27 | FSLY | Fastly INC - Class A | 股票-科技 | 1.28% | +1.28% | NEW | ||
| 28 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 1.26% | — | +74.54% | ||
| 29 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 1.24% | — | +14.77% | ||
| 30 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.20% | — | -46.92% | ||
| 31 | NEM | Newmont CORP | 股票-原材料 | 1.18% | -1.00% | -48.18% | ||
| 32 | ELAN | Elanco Animal Health INC | 股票-医疗保健 | 1.15% | — | +9.39% | ||
| 33 | B | Barrick Mining CORP | 股票-原材料 | 1.14% | — | +23.95% | ||
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.10% | — | +14.95% | ||
| 35 | DAN | Dana INC | 股票-其他 | 1.10% | +1.10% | NEW | ||
| 36 | NVT | nVent Electric plc | 股票-工业 | 1.07% | +1.07% | NEW | ||
| 37 | AMG | Affiliated Managers Group | 股票-金融 | 1.06% | — | +24.22% | ||
| 38 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.03% | +1.03% | NEW | ||
| 39 | CAT | Caterpillar INC | 股票-工业 | 1.02% | — | +91.54% | ||
| 40 | BG | Bunge Global SA | 股票-非周期性消费 | 0.99% | +0.99% | NEW | ||
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.98% | — | -36.51% | ||
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | +0.97% | NEW | ||
| 43 | BAP | Credicorp Ltd. | 股票-金融 | 0.97% | +0.74% | +278.19% | ||
| 44 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.96% | — | -9.05% | ||
| 45 | WWD | Woodward INC | 股票-工业 | 0.95% | — | +28.91% | ||
| 46 | RBC | RBC Bearings INC | 股票-工业 | 0.92% | +0.92% | NEW | ||
| 47 | HXL | Hexcel CORP | 股票-工业 | 0.90% | +0.90% | NEW | ||
| 48 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.89% | — | +8.34% | ||
| 49 | ORA | Ormat Technologies INC | 股票-公用事业 | 0.88% | +0.88% | NEW | ||
| 50 | C | Citigroup INC | 股票-金融 | 0.86% | +0.86% | NEW |
Q3 2026表现
-3.9%
近4个季度表现
+34%
基于可获取价格的持仓（占申报价值的73%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 | |
|---|---|---|---|---|---|
| 2026-03-31 | 81 | US$1.3亿 | 80 | ||
| 2025-12-31 | 92 | US$1.3亿 | 81 | ||
| 2025-09-30 | 97 | US$1.3亿 | 100 | ||
| 2025-06-30 | 104 | US$1.2亿 | 0 | ||
| 2025-03-31 | 102 | US$1.1亿 | 0 | ||
| 2024-12-31 | 115 | US$1.5亿 | 0 | ||
| 2024-09-30 | 105 | US$1.5亿 | 0 | ||
| 2024-06-30 | 89 | US$1.3亿 | 0 | ||
| 2024-03-31 | 79 | US$1.3亿 | 0 | ||
| 2023-12-31 | 81 | US$1.1亿 | 0 |
Williamson Legacy Group, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Palantir Technologies Inc-a (PLTR); 清仓: Broadcom INC (AVGO); 清仓: Ebay INC (EBAY); 清仓: Wayfair Inc- Class A (W); 清仓: Nrg Energy INC (NRG).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-09 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-08 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-05 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-13 | 13F-HR | 在 EDGAR 上查看 |
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以编程方式访问 Williamson Legacy Group, LLC 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/williamson-legacy-group-llcCLI 命令
npx alphasmo institutions get williamson-legacy-group-llc