Legacy Wealth Management, LLC
MEMPHIS TN · SEC CIK 0001488921
$19.11亿2026Q2 申报市值
30持仓数
94.9%前十大占比 · 第一大 22.1%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FBND 加仓+$9,078.58万
JCPB 加仓+$891.98万
IVV 加仓+$533.21万
HMOP 加仓+$55.00万
VXUS 新建仓+$23.76万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$8,249.22万
SCHK 减仓-$548.94万
SCHX 减仓-$367.76万
SCHA 减仓-$295.12万
IWB 减仓-$228.87万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4.23亿 | 22.13% | 564,713 | 7,120 | 1.3% | $533.21万 | 加仓 |
| IWB | ISHARES TR | $2.88亿 | 15.05% | 702,613 | -5,589 | -0.8% | -$228.87万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2.50亿 | 13.08% | 5,495,432 | 1,995,732 | 57.0% | $9,078.58万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $2.11亿 | 11.03% | 5,848,312 | -152,229 | -2.5% | -$548.94万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.90亿 | 9.97% | 4,057,660 | 190,026 | 4.9% | $891.98万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1.58亿 | 8.27% | 4,286,476 | -33,621 | -0.8% | -$123.96万 | 减仓 |
| IJH | ISHARES TR | $1.00亿 | 5.25% | 1,301,904 | -22,349 | -1.7% | -$172.33万 | 减仓 |
| IXUS | ISHARES TR | $6,954.86万 | 3.64% | 728,716 | -11,098 | -1.5% | -$105.92万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $6,352.43万 | 3.32% | 2,158,489 | -124,960 | -5.5% | -$367.76万 | 减仓 |
| IJR | ISHARES TR | $6,070.67万 | 3.18% | 409,323 | -5,111 | -1.2% | -$75.80万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,647.48万 | 1.39% | 732,766 | -81,682 | -10.0% | -$295.12万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $2,417.27万 | 1.26% | 617,517 | 14,050 | 2.3% | $55.00万 | 加仓 |
| IWM | ISHARES TR | $1,583.52万 | 0.83% | 52,705 | -675 | -1.3% | -$20.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,075.97万 | 0.56% | 29,077 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $727.51万 | 0.38% | 9,742 | 28 | 0.3% | $2.09万 | 加仓 |
| AGG | ISHARES TR | $373.98万 | 0.20% | 37,783 | -2,975 | -7.3% | -$29.45万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $177.42万 | 0.09% | 35,085 | -1,631,248 | -97.9% | -$8,249.22万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $119.49万 | 0.06% | 41,259 | 456 | 1.1% | $1.32万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $107.19万 | 0.06% | 46,343 | 5,575 | 13.7% | $12.89万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $94.26万 | 0.05% | 36,507 | 10 | 0.0% | $258 | 加仓 |
| VUG | VANGUARD INDEX FDS | $79.23万 | 0.04% | 9,198 | -180 | -1.9% | -$1.55万 | 减仓 |
| IWF | ISHARES TR | $63.28万 | 0.03% | 5,096 | -728 | -12.5% | -$9.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $37.74万 | 0.02% | 513 | -20 | -3.8% | -$1.47万 | 减仓 |
| IWD | ISHARES TR | $36.46万 | 0.02% | 1,504 | -480 | -24.2% | -$11.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.86万 | 0.02% | 493 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $29.09万 | 0.02% | 1,454 | -68 | -4.5% | -$1.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.75万 | 0.01% | 6,256 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.31万 | 0.01% | 13,192 | 1,927 | 17.1% | $3.99万 | 加仓 |
| AAPL | APPLE INC | $26.53万 | 0.01% | 917 | -90 | -8.9% | -$2.60万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.76万 | 0.01% | 2,780 | 2,780 | — | $23.76万 | 新建仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -565 | -100.0% | -$20.91万 | 清仓 |