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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2,668 | 0.00% | 17 | -17 | -50.0% | -$2,668 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC SUB VTG SHS | $1,876 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | A2Z CUST2MATE SOLUTIONS CORP COM | $1,746 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $1,685 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $1,609 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FUND ETF | $1,480 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $849 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BCSF | BAIN CAP SPECIALTY FIN INC COM STK | $626 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $53 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $0 | 0.00% | 0 | -25,000 | -100.0% | -$44.25万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -500 | -100.0% | -$4.33万 | 清仓 |
| GLIBK | GCI LIBERTY INC COM SER C | $0 | 0.00% | 0 | -160 | -100.0% | -$5,954 | 清仓 |
| URI | UNITED RENTALS INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$5,828 | 清仓 |
| — | YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS | $0 | 0.00% | 0 | -367 | -100.0% | -$2,874 | 清仓 |
| — | GCI LIBERTY INC COM SER A | $0 | 0.00% | 0 | -73 | -100.0% | -$2,690 | 清仓 |