CIK: 0002111719
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%。
Legend Capital Advisors LLC 目前披露的持仓，Herfindahl 集中度指数为 0.121——换算下来相当于约 8 个等权重仓位，明显低于其实际披露的 159 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。
整体仓位大小差异较大（变异系数为 4.29），除少数重仓仓位外，还有许多规模较小的持仓。
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。
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
| # | 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 | SNOW | Snowflake INC | 股票-科技 | 29.60% | -8.78% | -0.05% | |
| 2 | NU | Nu Holdings Ltd. | 股票-金融 | 12.51% | -0.48% | — | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.85% | -0.29% | -0.19% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.60% | +0.22% | +1.94% | |
| 5 | TSLA | Tesla INC | 股票-周期性消费 | 3.41% | +0.04% | +9.02% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.14% | +0.14% | -0.19% | |
| 7 | WBD | Warner Bros Discovery INC | 股票-通信服务 | 3.03% | +1.15% | +50.66% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.31% | +0.09% | -1.05% | |
| 9 | TMC | Tmc THE Metals Co INC | 股票-其他 | 1.88% | +1.63% | +778.22% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.84% | -0.33% | -16.07% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.59% | -0.53% | -26.99% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.57% | +0.10% | +0.22% | |
| 13 | TU | Telus CORP | 股票-其他 | 1.55% | +0.64% | +30.41% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | -1.09% | -34.82% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | +0.41% | -0.33% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.12% | -0.04% | +0.88% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.01% | -0.04% | +2.38% | |
| 18 | BEN | Franklin Resources INC | 股票-金融 | 0.99% | +0.99% | NEW | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.94% | -0.16% | -7.37% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.92% | — | — | |
| 21 | NFLX | Netflix INC | 股票-通信服务 | 0.71% | — | -0.21% | |
| 22 | FIGR | Figure Technology Solut-cl A | 股票-其他 | 0.65% | +0.65% | NEW | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | — | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | -13.41% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | -1.03% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | -0.04% | +0.04% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | — | |
| 30 | GS | Goldman Sachs Group INC | 股票-金融 | 0.36% | — | -1.29% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | — | — | |
| 32 | AXP | American Express Co | 股票-金融 | 0.33% | -0.04% | -2.01% | |
| 33 | PHK | Pimco High Income Fund | 股票-其他 | 0.33% | +0.33% | NEW | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.33% | — | +9.60% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | — | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.26% | — | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.25% | — | — | |
| 38 | SOFI | Sofi Technologies INC | 股票-金融 | 0.25% | -0.13% | -1.93% | |
| 39 | AM | Antero Midstream CORP | 股票-能源 | 0.25% | +0.25% | NEW | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.25% | — | — | |
| 41 | PBR-A | Petroleo Brasil-sp Pref Adr | 股票-其他 | 0.24% | +0.11% | — | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.23% | — | -0.33% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.23% | — | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.22% | — | — | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.21% | — | — | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.20% | — | — | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.18% | +0.18% | NEW | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.18% | — | -5.84% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.17% | — | — | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.16% | — | -3.59% |
Q3 2026表现
+31.7%
近4个季度表现
+26.6%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的86%）计算
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).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-17 | 13F-HR | 在 EDGAR 上查看 |
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