Legacy Wealth Management, LLC
MEMPHIS TN · SEC CIK 0001488921
$17.15亿2026Q1 申报市值
30持仓数
91.9%前十大占比 · 第一大 21.2%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$859.49万
JCPB 加仓+$649.16万
FBND 加仓+$379.99万
SCHX 加仓+$198.13万
JPST 加仓+$176.99万
2026Q1 卖出最多 按季末市值估算
SCHK 减仓-$366.65万
IJH 减仓-$173.84万
IXUS 减仓-$117.72万
SCHA 减仓-$92.33万
IWB 减仓-$81.05万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -811 | -100.0% | -$25.38万 | 清仓 |
| MSFT | MICROSOFT CORP | $20.91万 | 0.01% | 565 | 30 | 5.6% | $1.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.31万 | 0.01% | 6,256 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $25.56万 | 0.01% | 1,007 | -231 | -18.7% | -$5.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $26.54万 | 0.02% | 1,522 | -559 | -26.9% | -$9.75万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $29.45万 | 0.02% | 493 | 46 | 10.3% | $2.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.76万 | 0.02% | 533 | 20 | 3.9% | $1.15万 | 加仓 |
| T | AT&T INC | $32.66万 | 0.02% | 11,265 | -7,357 | -39.5% | -$21.33万 | 减仓 |
| IWD | ISHARES TR | $42.39万 | 0.02% | 1,984 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $62.08万 | 0.04% | 1,456 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $68.27万 | 0.04% | 1,563 | 25 | 1.6% | $1.09万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $92.99万 | 0.05% | 36,497 | 1,429 | 4.1% | $3.64万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $94.66万 | 0.06% | 40,768 | 10,693 | 35.6% | $24.83万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $102.42万 | 0.06% | 40,803 | 2,782 | 7.3% | $6.98万 | 加仓 |
| AGG | ISHARES TR | $404.60万 | 0.24% | 40,758 | 1,815 | 4.7% | $18.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $631.73万 | 0.37% | 9,714 | 3 | 0.0% | $1,951 | 加仓 |
| VTI | VANGUARD INDEX FDS | $932.82万 | 0.54% | 29,077 | 882 | 3.1% | $28.30万 | 加仓 |
| IWM | ISHARES TR | $1,323.82万 | 0.77% | 53,380 | -309 | -0.6% | -$7.66万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $2,337.83万 | 1.36% | 603,467 | 7,078 | 1.2% | $27.42万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,368.42万 | 1.38% | 814,448 | -31,751 | -3.8% | -$92.33万 | 减仓 |
| IJR | ISHARES TR | $5,151.83万 | 3.00% | 414,434 | -4,418 | -1.1% | -$54.92万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $5,854.76万 | 3.41% | 2,283,449 | 77,273 | 3.5% | $198.13万 | 加仓 |
| IXUS | ISHARES TR | $6,409.75万 | 3.74% | 739,814 | -13,587 | -1.8% | -$117.72万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $8,433.31万 | 4.92% | 1,666,333 | 34,971 | 2.1% | $176.99万 | 加仓 |
| IJH | ISHARES TR | $8,942.68万 | 5.22% | 1,324,253 | -25,743 | -1.9% | -$173.84万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1.34亿 | 7.80% | 4,320,097 | 945 | 0.0% | $2.93万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.60亿 | 9.31% | 3,499,700 | 83,294 | 2.4% | $379.99万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.82亿 | 10.62% | 3,867,634 | 137,884 | 3.7% | $649.16万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.88亿 | 10.96% | 6,000,541 | -117,027 | -1.9% | -$366.65万 | 减仓 |
| IWB | ISHARES TR | $2.53亿 | 14.73% | 708,202 | -2,273 | -0.3% | -$81.05万 | 减仓 |
| IVV | ISHARES TR | $3.64亿 | 21.24% | 557,593 | 13,158 | 2.4% | $859.49万 | 加仓 |