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 |
|---|---|---|---|---|---|---|---|---|
| — | A2Z CUST2MATE SOLUTIONS CORP COM | $2,001 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FUND ETF | $1,963 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $1,948 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $1,324 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $718 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BCSF | BAIN CAP SPECIALTY FIN INC COM STK | $620 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $49 | 0.00% | 1 | -42,627 | -100.0% | -$208.87万 | 减仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -1,549 | -100.0% | -$41.03万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -426 | -100.0% | -$24.29万 | 清仓 |
| DHR | DANAHER CORPORATION COM | $0 | 0.00% | 0 | -786 | -100.0% | -$17.99万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBUX | STARBUCKS CORP COM | $0 | 0.00% | 0 | -1,869 | -100.0% | -$15.74万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -527 | -100.0% | -$14.14万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -645 | -100.0% | -$11.86万 | 清仓 |
| MRSH | MARSH COM | $0 | 0.00% | 0 | -334 | -100.0% | -$6.20万 | 清仓 |
| TECH | BIO-TECHNE CORP COM | $0 | 0.00% | 0 | -1,036 | -100.0% | -$6.09万 | 清仓 |
| MRK | MERCK & CO INC COM | $0 | 0.00% | 0 | -500 | -100.0% | -$5.26万 | 清仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $0 | 0.00% | 0 | -1,317 | -100.0% | -$5.03万 | 清仓 |
| LSTR | LANDSTAR SYS INC COM | $0 | 0.00% | 0 | -321 | -100.0% | -$4.62万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -800 | -100.0% | -$4.38万 | 清仓 |
| BLKB | BLACKBAUD INC COM | $0 | 0.00% | 0 | -592 | -100.0% | -$3.75万 | 清仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $0 | 0.00% | 0 | -200 | -100.0% | -$3.42万 | 清仓 |
| WEX | WEX INC COM | $0 | 0.00% | 0 | -214 | -100.0% | -$3.19万 | 清仓 |
| VHT | VANGUARD HEALTH CARE ETF | $0 | 0.00% | 0 | -75 | -100.0% | -$2.16万 | 清仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $0 | 0.00% | 0 | -66 | -100.0% | -$9,814 | 清仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -218 | -100.0% | -$8,796 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,499 | 清仓 |