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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | $4,621.65万 | 25.32% | 212,071 | 8,939 | 4.4% | $194.81万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $3,944.70万 | 21.61% | 457,940 | 23,144 | 5.3% | $199.36万 | 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 |
| 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 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,083.50万 | 5.94% | 181,522 | 8,565 | 5.0% | $51.12万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $905.12万 | 4.96% | 225,546 | 12,727 | 6.0% | $51.07万 | 加仓 |
| AAPL | APPLE INC COM | $719.52万 | 3.94% | 24,866 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $262.30万 | 1.44% | 17,686 | -25 | -0.1% | -$3,708 | 减仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $207.10万 | 1.13% | 32,208 | 32,208 | — | $207.10万 | 新建仓 |
| OEF | ISHARES S&P 100 ETF | $182.90万 | 1.00% | 4,999 | -181 | -3.5% | -$6.62万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $162.28万 | 0.89% | 4,593 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $155.10万 | 0.85% | 4,158 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $154.38万 | 0.85% | 4,320 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $144.45万 | 0.79% | 4,413 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $137.63万 | 0.75% | 8,709 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $117.27万 | 0.64% | 3,169 | 2,934 | 1,248.5% | $108.57万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $115.43万 | 0.63% | 22,862 | 3,042 | 15.3% | $15.36万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $88.48万 | 0.48% | 9,271 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $79.82万 | 0.44% | 6,428 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $79.46万 | 0.44% | 1,064 | -16 | -1.5% | -$1.19万 | 减仓 |
| META | META PLATFORMS INC CL A | $78.52万 | 0.43% | 1,394 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $73.77万 | 0.40% | 3,036 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $69.05万 | 0.38% | 922 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $64.79万 | 0.35% | 2,382 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $64.23万 | 0.35% | 1,872 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $64.05万 | 0.35% | 4,375 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $61.22万 | 0.34% | 1,282 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $59.81万 | 0.33% | 3,229 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $51.56万 | 0.28% | 1,716 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $49.10万 | 0.27% | 2,060 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $48.86万 | 0.27% | 5,882 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $47.05万 | 0.26% | 6,603 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $45.22万 | 0.25% | 4,388 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS HENDERSON B-BBB CLO ETF | $41.91万 | 0.23% | 8,851 | 3,520 | 66.0% | $16.67万 | 加仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $41.05万 | 0.22% | 13,518 | 13,518 | — | $41.05万 | 新建仓 |
| CRBN | ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF | $40.17万 | 0.22% | 1,588 | 55 | 3.6% | $1.39万 | 加仓 |
| GLW | CORNING INC COM | $36.88万 | 0.20% | 1,444 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $32.53万 | 0.18% | 650 | -23 | -3.4% | -$1.15万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $28.76万 | 0.16% | 1,168 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $28.74万 | 0.16% | 3,275 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $27.66万 | 0.15% | 603 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $26.80万 | 0.15% | 2,910 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $26.64万 | 0.15% | 223 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $26.38万 | 0.14% | 4,340 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $25.30万 | 0.14% | 2,154 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $23.97万 | 0.13% | 570 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $23.54万 | 0.13% | 462 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $23.05万 | 0.13% | 313 | -8,959 | -96.6% | -$659.74万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $20.73万 | 0.11% | 628 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $19.20万 | 0.11% | 807 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $19.11万 | 0.10% | 1,840 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $18.94万 | 0.10% | 456 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $18.52万 | 0.10% | 659 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $18.12万 | 0.10% | 713 | 117 | 19.6% | $2.97万 | 加仓 |
| AON | AON PLC SHS CL A | $17.58万 | 0.10% | 530 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $17.41万 | 0.10% | 3,055 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $15.24万 | 0.08% | 800 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $15.20万 | 0.08% | 604 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $14.46万 | 0.08% | 656 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $13.21万 | 0.07% | 373 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $13.02万 | 0.07% | 611 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $12.23万 | 0.07% | 645 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $11.35万 | 0.06% | 1,002 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $10.96万 | 0.06% | 114 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $10.91万 | 0.06% | 3,694 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $10.80万 | 0.06% | 499 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $10.79万 | 0.06% | 210 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $10.64万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $9.91万 | 0.05% | 416 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $9.73万 | 0.05% | 591 | -92 | -13.5% | -$1.51万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $9.63万 | 0.05% | 183 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $8.09万 | 0.04% | 766 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $7.46万 | 0.04% | 175 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $7.32万 | 0.04% | 415 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $6.99万 | 0.04% | 735 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $6.45万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP COM | $6.13万 | 0.03% | 894 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.92万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $5.82万 | 0.03% | 169 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $5.76万 | 0.03% | 674 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $5.52万 | 0.03% | 1,129 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $4.90万 | 0.03% | 287 | 287 | — | $4.90万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $4.71万 | 0.03% | 162 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $3.68万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $3.65万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3.47万 | 0.02% | 450 | -50 | -10.0% | -$3,856 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $3.21万 | 0.02% | 367 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $3.16万 | 0.02% | 76 | -434 | -85.1% | -$18.03万 | 重新持有 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $3.03万 | 0.02% | 299 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER C | $2.66万 | 0.01% | 801 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $2.24万 | 0.01% | 268 | 268 | — | $2.24万 | 新建仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $1.98万 | 0.01% | 180 | -50 | -21.7% | -$5,508 | 减仓 |
| — | LIBERTY BROADBAND CORP COM SER A | $1.22万 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADS | $9,834 | 0.01% | 695 | 695 | — | $9,834 | 新建仓 |
| MMM | 3M CO COM | $9,715 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $5,985 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $5,968 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC COM NEW | $5,095 | 0.00% | 174 | 174 | — | $5,095 | 新建仓 |
| AVGO | BROADCOM INC COM | $4,911 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $4,530 | 0.00% | 50 | 50 | — | $4,530 | 新建仓 |