LC

Legend Capital Advisors LLC

趋势追踪型行业集中型

申报总市值

US$1.6亿

申报季度: 2026-03-31 · 持股只数: 159

Legend Capital Advisors LLC在最新一期 13F 报告中披露了 159 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 31.5%。

机构性格雪花图

集中度
48.56
持仓稳定性
31.49
动能／逆势
100
行业集中度
87.31
多样化
100
仓位均衡度
57.09

近期动向

  • 减仓 SNOW

    -0.0%　-US$2155.1万

  • 加仓 TMC

    +778.2%　US$256.1万

  • 加仓 WBD

    +50.7%　US$147.0万

  • 减仓 MSFT

    -34.8%　-US$224.2万

  • 加仓 TU

    +30.4%　US$85.2万

  • 减仓 GOOG

    -27.0%　-US$126.4万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SNOWSnowflake INC股票-科技29.60%-8.78%-0.05%
2NUNu Holdings Ltd.股票-金融12.51%-0.48%—
3METAMeta Platforms Inc-class A股票-通信服务9.85%-0.29%-0.19%
4GOOGLAlphabet Inc-cl A股票-通信服务4.60%+0.22%+1.94%
5TSLATesla INC股票-周期性消费3.41%+0.04%+9.02%
6AAPLApple INC股票-科技3.14%+0.14%-0.19%
7WBDWarner Bros Discovery INC股票-通信服务3.03%+1.15%+50.66%
8NVDANvidia CORP股票-科技2.31%+0.09%-1.05%
9TMCTmc THE Metals Co INC股票-其他1.88%+1.63%+778.22%
10AMZNAmazon.com INC股票-周期性消费1.84%-0.33%-16.07%
11GOOGAlphabet Inc-cl C股票-通信服务1.59%-0.53%-26.99%
12AMDAdvanced Micro Devices股票-科技1.57%+0.10%+0.22%
13TUTelus CORP股票-其他1.55%+0.64%+30.41%
14MSFTMicrosoft CORP股票-科技1.40%-1.09%-34.82%
15XOMExxon Mobil CORP股票-能源1.13%+0.41%-0.33%
16LLYEli Lilly & Co股票-医疗保健1.12%-0.04%+0.88%
17CRWDCrowdstrike Holdings INC - A股票-科技1.01%-0.04%+2.38%
18BENFranklin Resources INC股票-金融0.99%+0.99%NEW
19PLTRPalantir Technologies Inc-a股票-科技0.94%-0.16%-7.37%
20SDYSs Spdr S&p Dividend ETFETF-其他0.92%——
21NFLXNetflix INC股票-通信服务0.71%—-0.21%
22FIGRFigure Technology Solut-cl A股票-其他0.65%+0.65%NEW
23SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.56%——
24VYMVanguard High Dvd Yield ETFETF-其他0.50%—-13.41%
25IVWIshares S&p 500 Growth ETFETF-大型股与成长0.50%——
26BRK-BBerkshire Hathaway Inc-cl B股票-其他0.49%—-1.03%
27UNHUnitedhealth Group INC股票-医疗保健0.45%-0.04%+0.04%
28WMTWalmart INC股票-非周期性消费0.45%——
29JPMJpmorgan Chase & Co股票-金融0.44%——
30GSGoldman Sachs Group INC股票-金融0.36%—-1.29%
31COSTCostco Wholesale CORP股票-非周期性消费0.35%——
32AXPAmerican Express Co股票-金融0.33%-0.04%-2.01%
33PHKPimco High Income Fund股票-其他0.33%+0.33%NEW
34AVGOBroadcom INC股票-科技0.33%—+9.60%
35CSCOCisco Systems INC股票-科技0.29%——
36IVEIshares S&p 500 Value ETFETF-大型股与成长0.26%——
37IWMIshares Russell 2000 ETFETF-中小型股0.25%——
38SOFISofi Technologies INC股票-金融0.25%-0.13%-1.93%
39AMAntero Midstream CORP股票-能源0.25%+0.25%NEW
40RTXRtx CORP股票-工业0.25%——
41PBR-APetroleo Brasil-sp Pref Adr股票-其他0.24%+0.11%—
42CVXChevron CORP股票-能源0.23%—-0.33%
43MCDMcdonald's CORP股票-周期性消费0.23%——
44RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.22%——
45JNJJohnson & Johnson股票-医疗保健0.21%——
46ASMLASML Holding N.V.股票-科技0.20%——
47VRTVertiv Holdings Co-a股票-工业0.18%+0.18%NEW
48VVisa Inc-class A Shares股票-金融0.18%—-5.84%
49VZVerizon Communications INC股票-通信服务0.17%——
50WFCWells Fargo & Co股票-金融0.16%—-3.59%
1–50 of 159

本季持股变动

Legend Capital Advisors LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Franklin Resources INC (BEN); 新建仓: Figure Technology Solut-cl A (FIGR); 新建仓: Pimco High Income Fund (PHK); 新建仓: Antero Midstream CORP (AM); 清仓: Chime Financial Inc-cl A (CHYM).

Legend Capital Advisors LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1TMCTmc THE Metals Co INC+1.6%+778.22%加仓
2WBDWarner Bros Discovery INC+1.2%+50.66%加仓
3TUTelus CORP+0.6%+30.41%加仓
4XOMExxon Mobil CORP+0.4%-0.33%减仓
5GOOGLAlphabet Inc-cl A+0.2%+1.94%加仓
6AAPLApple INC+0.1%-0.19%减仓
7PBR-APetroleo Brasil-sp Pref Adr+0.1%—不变
8AMDAdvanced Micro Devices+0.1%+0.22%加仓
9NVDANvidia CORP+0.1%-1.05%减仓
10TSLATesla INC0%+9.02%加仓
11LLYEli Lilly & Co0%+0.88%加仓
12CRWDCrowdstrike Holdings INC - A0%+2.38%加仓
13UNHUnitedhealth Group INC0%+0.04%加仓
14AXPAmerican Express Co0%-2.01%减仓
15SOFISofi Technologies INC-0.1%-1.93%减仓
16PLTRPalantir Technologies Inc-a-0.2%-7.37%减仓
17METAMeta Platforms Inc-class A-0.3%-0.19%减仓
18AMZNAmazon.com INC-0.3%-16.07%减仓
19NUNu Holdings Ltd.-0.5%—不变
20GOOGAlphabet Inc-cl C-0.5%-26.99%减仓
21MSFTMicrosoft CORP-1.1%-34.82%减仓
22SNOWSnowflake INC-8.8%-0.05%减仓
23BENFranklin Resources INC—NEW新建仓
24FIGRFigure Technology Solut-cl A—NEW新建仓
25PHKPimco High Income Fund—NEW新建仓
26AMAntero Midstream CORP—NEW新建仓
27CHYMChime Financial Inc-cl A—EXIT清仓
28VRTVertiv Holdings Co-a—NEW新建仓
29ARAntero Resources CORP—NEW新建仓
30NOCNorthrop Grumman CORP—NEW新建仓
31HONHoneywell International INC—NEW新建仓
32LHXL3harris Technologies INC—NEW新建仓
33MRKMerck & Co. INC.—NEW新建仓
34SBUXStarbucks CORP—NEW新建仓
35✓ American Exceptionalism Acqu—EXIT清仓
36IWOIshares Russell 2000 Growth—NEW新建仓
37KOCoca-cola Co/the—NEW新建仓
38ICOPIshares Copper And Metals—NEW新建仓
39PMPhilip Morris International—NEW新建仓
40VSTVistra CORP—NEW新建仓
41UNPUnion Pacific CORP—NEW新建仓
42UBERUber Technologies INC—NEW新建仓
43BLKBlackrock INC—NEW新建仓
44EOGEog Resources INC—NEW新建仓
45LOWLowe's Cos INC—NEW新建仓
46DELLDell Technologies -c—NEW新建仓
47TGTTarget CORP—NEW新建仓
48KMIKinder Morgan INC—NEW新建仓
49PSXPhillips 66—NEW新建仓
50CRMSalesforce INC—NEW新建仓

FAQ

Legend Capital Advisors LLC 是什么机构？属于哪种投资人类型？
Legend Capital Advisors LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.6亿，分布在 159 个已申报仓位之中。
Legend Capital Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Legend Capital Advisors LLC 按市值排列的前几大持股为： 1. Snowflake INC (SNOW) — US$4735.4万 (29.6%) 2. Nu Holdings Ltd. (NU) — US$2001.6万 (12.5%) 3. Meta Platforms Inc-class A (META) — US$1575.4万 (9.8%) 4. Alphabet Inc-cl A (GOOGL) — US$736.2万 (4.6%) 5. Tesla INC (TSLA) — US$545.9万 (3.4%)
Legend Capital Advisors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Legend Capital Advisors LLC 共进行了 48 项显著调整：新建仓 26 个仓位、加仓 9 个既有持股、减仓 11 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Franklin Resources INC (BEN); 新建仓: Figure Technology Solut-cl A (FIGR); 新建仓: Pimco High Income Fund (PHK); 新建仓: Antero Midstream CORP (AM); 清仓: Chime Financial Inc-cl A (CHYM)
Legend Capital Advisors LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Legend Capital Advisors LLC 的主要板块分布如下： • Information Technology: 45.3% • Communication Services: 22.1% • Financials: 17.6% • Consumer Discretionary: 6.6% • Health Care: 2.5% • Energy: 2.4%