Legacies Wealth LLC
MINNETONKA MN · SEC CIK 0001755933
$1.83亿2026Q2 申报市值
109持仓数
84.1%前十大占比 · 第一大 25.3%
7 / 6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
MAGS 新建仓+$207.10万
VUG 加仓+$199.36万
VTV 加仓+$194.81万
VTI 加仓+$108.57万
VOE 加仓+$80.27万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$659.74万
BWB 清仓-$44.25万
UNH 重新持有-$18.03万
OEF 减仓-$6.62万
MDT 清仓-$4.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $137.63万 | 0.75% | 8,709 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $144.45万 | 0.79% | 4,413 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $154.38万 | 0.85% | 4,320 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $155.10万 | 0.85% | 4,158 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $162.28万 | 0.89% | 4,593 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $182.90万 | 1.00% | 4,999 | -181 | -3.5% | -$6.62万 | 减仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $207.10万 | 1.13% | 32,208 | 32,208 | — | $207.10万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $262.30万 | 1.44% | 17,686 | -25 | -0.1% | -$3,708 | 减仓 |
| AAPL | APPLE INC COM | $719.52万 | 3.94% | 24,866 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $905.12万 | 4.96% | 225,546 | 12,727 | 6.0% | $51.07万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,083.50万 | 5.94% | 181,522 | 8,565 | 5.0% | $51.12万 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $1,544.85万 | 8.46% | 100,694 | 5,116 | 5.4% | $78.49万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $1,882.10万 | 10.31% | 95,248 | 4,062 | 4.5% | $80.27万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $3,944.70万 | 21.61% | 457,940 | 23,144 | 5.3% | $199.36万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $4,621.65万 | 25.32% | 212,071 | 8,939 | 4.4% | $194.81万 | 加仓 |