Legacies Wealth LLC
MINNETONKA MN · SEC CIK 0001755933
$1.58亿2026Q1 申报市值
107持仓数
84.4%前十大占比 · 第一大 25.3%
9 / 19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
FENI 新建仓+$791.69万
VWO 加仓+$271.73万
VIOG 加仓+$221.17万
JAAA 新建仓+$99.83万
JBBB 新建仓+$24.85万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$956.73万
IXUS 减仓-$415.18万
VUG 减仓-$397.26万
VTV 减仓-$395.89万
VNQ 减仓-$208.87万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $48.22万 | 0.31% | 5,882 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $52.22万 | 0.33% | 3,229 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $56.05万 | 0.36% | 4,375 | -2,655 | -37.8% | -$34.02万 | 减仓 |
| V | VISA INC COM CL A | $56.58万 | 0.36% | 1,872 | -56 | -2.9% | -$1.69万 | 减仓 |
| UNP | UNION PAC CORP COM | $57.79万 | 0.37% | 2,382 | -563 | -19.1% | -$13.66万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $60.23万 | 0.38% | 922 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $65.96万 | 0.42% | 3,036 | -578 | -16.0% | -$12.56万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $68.52万 | 0.43% | 1,607 | -143 | -8.2% | -$6.10万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $70.24万 | 0.45% | 1,080 | -74 | -6.4% | -$4.81万 | 减仓 |
| META | META PLATFORMS INC CL A | $79.75万 | 0.51% | 1,394 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $80.32万 | 0.51% | 9,271 | -47,920 | -83.8% | -$415.18万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $99.83万 | 0.63% | 19,820 | 19,820 | — | $99.83万 | 新建仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $124.23万 | 0.79% | 4,320 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $128.98万 | 0.82% | 8,709 | -2,177 | -20.0% | -$32.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $129.81万 | 0.82% | 4,413 | 729 | 19.8% | $21.44万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $131.75万 | 0.84% | 4,593 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $153.92万 | 0.98% | 4,158 | 527 | 14.5% | $19.51万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $164.76万 | 1.05% | 5,180 | -1,725 | -25.0% | -$54.87万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $220.17万 | 1.40% | 17,711 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $535.16万 | 3.39% | 9,272 | -16,576 | -64.1% | -$956.73万 | 减仓 |
| AAPL | APPLE INC COM | $631.07万 | 4.00% | 24,866 | -76 | -0.3% | -$1.93万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $791.69万 | 5.02% | 212,819 | 212,819 | — | $791.69万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $934.83万 | 5.93% | 172,957 | 50,274 | 41.0% | $271.73万 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $1,189.56万 | 7.55% | 95,578 | 17,770 | 22.8% | $221.17万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $1,680.38万 | 10.66% | 91,186 | -1,200 | -1.3% | -$22.11万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $3,165.24万 | 20.08% | 72,466 | -9,095 | -11.2% | -$397.26万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $3,985.44万 | 25.28% | 203,132 | -20,178 | -9.0% | -$395.89万 | 减仓 |