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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | $3,985.44万 | 25.28% | 203,132 | -20,178 | -9.0% | -$395.89万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $3,165.24万 | 20.08% | 72,466 | -9,095 | -11.2% | -$397.26万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $1,680.38万 | 10.66% | 91,186 | -1,200 | -1.3% | -$22.11万 | 减仓 |
| 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 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $934.83万 | 5.93% | 172,957 | 50,274 | 41.0% | $271.73万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $791.69万 | 5.02% | 212,819 | 212,819 | — | $791.69万 | 新建仓 |
| AAPL | APPLE INC COM | $631.07万 | 4.00% | 24,866 | -76 | -0.3% | -$1.93万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $535.16万 | 3.39% | 9,272 | -16,576 | -64.1% | -$956.73万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $220.17万 | 1.40% | 17,711 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $164.76万 | 1.05% | 5,180 | -1,725 | -25.0% | -$54.87万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $153.92万 | 0.98% | 4,158 | 527 | 14.5% | $19.51万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $131.75万 | 0.84% | 4,593 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $129.81万 | 0.82% | 4,413 | 729 | 19.8% | $21.44万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $128.98万 | 0.82% | 8,709 | -2,177 | -20.0% | -$32.24万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $124.23万 | 0.79% | 4,320 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $99.83万 | 0.63% | 19,820 | 19,820 | — | $99.83万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $80.32万 | 0.51% | 9,271 | -47,920 | -83.8% | -$415.18万 | 减仓 |
| META | META PLATFORMS INC CL A | $79.75万 | 0.51% | 1,394 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $70.24万 | 0.45% | 1,080 | -74 | -6.4% | -$4.81万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $68.52万 | 0.43% | 1,607 | -143 | -8.2% | -$6.10万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $65.96万 | 0.42% | 3,036 | -578 | -16.0% | -$12.56万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $60.23万 | 0.38% | 922 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $57.79万 | 0.37% | 2,382 | -563 | -19.1% | -$13.66万 | 减仓 |
| V | VISA INC COM CL A | $56.58万 | 0.36% | 1,872 | -56 | -2.9% | -$1.69万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $56.05万 | 0.36% | 4,375 | -2,655 | -37.8% | -$34.02万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $52.22万 | 0.33% | 3,229 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $48.22万 | 0.31% | 5,882 | 0 | 0.0% | — | 不变 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $44.25万 | 0.28% | 25,000 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $43.82万 | 0.28% | 4,388 | -4,082 | -48.2% | -$40.76万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $43.33万 | 0.27% | 1,282 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $42.90万 | 0.27% | 2,060 | -148 | -6.7% | -$3.08万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $42.56万 | 0.27% | 1,716 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $42.31万 | 0.27% | 6,603 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF | $34.16万 | 0.22% | 1,533 | 851 | 124.8% | $18.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $32.25万 | 0.20% | 673 | 446 | 196.5% | $21.37万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $30.42万 | 0.19% | 3,275 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $27.92万 | 0.18% | 462 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $26.86万 | 0.17% | 2,910 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $26.80万 | 0.17% | 603 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS HENDERSON B-BBB CLO ETF | $24.85万 | 0.16% | 5,331 | 5,331 | — | $24.85万 | 新建仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $24.56万 | 0.16% | 4,340 | -240 | -5.2% | -$1.36万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $24.30万 | 0.15% | 1,168 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $23.81万 | 0.15% | 223 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $21.19万 | 0.13% | 570 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $19.79万 | 0.13% | 456 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $19.63万 | 0.12% | 1,444 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $18.32万 | 0.12% | 628 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $17.87万 | 0.11% | 1,840 | -2,633 | -58.9% | -$25.57万 | 减仓 |
| AON | AON PLC SHS CL A | $17.11万 | 0.11% | 530 | -129 | -19.6% | -$4.16万 | 减仓 |
| ALL | ALLSTATE CORP COM | $16.73万 | 0.11% | 807 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $16.71万 | 0.11% | 2,154 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $15.50万 | 0.10% | 656 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $14.89万 | 0.09% | 3,055 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $14.58万 | 0.09% | 596 | -819 | -57.9% | -$20.03万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $13.38万 | 0.08% | 611 | 611 | — | $13.38万 | 新建仓 |
| ABBV | ABBVIE INC COM | $13.14万 | 0.08% | 604 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $12.97万 | 0.08% | 659 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $12.80万 | 0.08% | 373 | 373 | — | $12.80万 | 新建仓 |
| AZN | ASTRAZENECA PLC ORD | $12.72万 | 0.08% | 645 | 645 | — | $12.72万 | 新建仓 |
| WMT | WALMART INC COM | $12.45万 | 0.08% | 1,002 | 1,002 | — | $12.45万 | 新建仓 |
| BLK | BLACKROCK INC COM | $10.96万 | 0.07% | 114 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $10.63万 | 0.07% | 800 | -200 | -20.0% | -$2.66万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $10.49万 | 0.07% | 210 | 210 | — | $10.49万 | 新建仓 |
| IDXX | IDEXX LABS INC COM | $10.28万 | 0.07% | 183 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $9.95万 | 0.06% | 683 | -235 | -25.6% | -$3.42万 | 减仓 |
| BA | BOEING CO COM | $9.93万 | 0.06% | 499 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $9.60万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $8.83万 | 0.06% | 416 | -280 | -40.2% | -$5.94万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $8.53万 | 0.05% | 3,694 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $7.54万 | 0.05% | 235 | -70 | -23.0% | -$2.25万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $7.21万 | 0.05% | 766 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $7.14万 | 0.05% | 415 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $6.49万 | 0.04% | 175 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $6.25万 | 0.04% | 735 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $5.74万 | 0.04% | 200 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $5.59万 | 0.04% | 162 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $5.42万 | 0.03% | 169 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP COM | $5.39万 | 0.03% | 894 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.38万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $5.31万 | 0.03% | 1,129 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $5.20万 | 0.03% | 674 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $4.33万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $4.30万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER C | $4.03万 | 0.03% | 801 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3.38万 | 0.02% | 500 | -560 | -52.8% | -$3.78万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $3.10万 | 0.02% | 256 | -125 | -32.8% | -$1.51万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $2.87万 | 0.02% | 367 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $2.74万 | 0.02% | 299 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $2.35万 | 0.01% | 230 | -108 | -32.0% | -$1.10万 | 减仓 |
| — | LIBERTY BROADBAND CORP COM SER A | $1.84万 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $8,714 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $6,983 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| GLIBK | GCI LIBERTY INC COM SER C | $5,954 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $5,828 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $4,703 | 0.00% | 34 | 34 | — | $4,703 | 新建仓 |
| AVGO | BROADCOM INC COM | $4,024 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3,962 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS | $2,874 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY INC COM SER A | $2,690 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CIGI | COLLIERS INTL GROUP INC SUB VTG SHS | $2,138 | 0.00% | 20 | 0 | 0.0% | — | 不变 |