Legacy Wealth Asset Management, LLC
WOODBURY MN · SEC CIK 0001846151
$4.11亿2026Q1 申报市值
374持仓数
20.8%前十大占比 · 第一大 4.3%
32 / 26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
TTE 新建仓+$187.93万
CNI 加仓+$99.66万
SAP 加仓+$85.79万
STX 新建仓+$72.87万
BMO 新建仓+$67.70万
2026Q1 卖出最多 按季末市值估算
ZTO 清仓-$286.03万
CB 减仓-$163.29万
CP 减仓-$162.61万
IWB 清仓-$134.48万
SCHF 清仓-$126.27万
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 |
|---|---|---|---|---|---|---|---|---|
| ZTO | ZTO EXPRESS CAYMAN INC | $0 | 0.00% | 0 | -136,924 | -100.0% | -$286.03万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -3,601 | -100.0% | -$134.48万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -52,524 | -100.0% | -$126.27万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -6,430 | -100.0% | -$90.70万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -2,870 | -100.0% | -$72.76万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,794 | -100.0% | -$69.82万 | 清仓 |
| GIB | CGI INC | $0 | 0.00% | 0 | -5,655 | -100.0% | -$52.20万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -3,145 | -100.0% | -$50.99万 | 清仓 |
| UTZ | UTZ BRANDS INC | $0 | 0.00% | 0 | -42,384 | -100.0% | -$43.99万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -4,474 | -100.0% | -$43.07万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -37,081 | -100.0% | -$42.49万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -4,666 | -100.0% | -$41.96万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -899 | -100.0% | -$35.16万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -998 | -100.0% | -$34.39万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,129 | -100.0% | -$34.11万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -4,902 | -100.0% | -$32.85万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -1,579 | -100.0% | -$32.03万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -2,944 | -100.0% | -$30.59万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -14,512 | -100.0% | -$30.11万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,365 | -100.0% | -$27.62万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -18,020 | -100.0% | -$25.08万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -3,134 | -100.0% | -$24.98万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,148 | -100.0% | -$24.15万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -9,277 | -100.0% | -$24.02万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -5,361 | -100.0% | -$23.23万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -1,612 | -100.0% | -$22.39万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTEN | PATTERSON-UTI ENERGY INC | $12.04万 | 0.03% | 11,121 | -5,938 | -34.8% | -$6.43万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $17.63万 | 0.04% | 14,381 | 622 | 4.5% | $7,626 | 加仓 |
| KWR | QUAKER HOUGHTON | $20.00万 | 0.05% | 1,610 | 1,610 | — | $20.00万 | 新建仓 |
| ELMD | ELECTROMED INC | $20.02万 | 0.05% | 8,550 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $20.27万 | 0.05% | 2,303 | 2,303 | — | $20.27万 | 新建仓 |
| BRKR | BRUKER CORP | $20.31万 | 0.05% | 5,624 | 89 | 1.6% | $3,215 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $20.36万 | 0.05% | 3,519 | 3,519 | — | $20.36万 | 新建仓 |
| DUOL | DUOLINGO INC | $20.37万 | 0.05% | 2,067 | 2,067 | — | $20.37万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $20.49万 | 0.05% | 2,915 | 2,915 | — | $20.49万 | 新建仓 |
| GM | GENERAL MTRS CO | $20.52万 | 0.05% | 2,754 | -50 | -1.8% | -$3,725 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $20.63万 | 0.05% | 6,128 | 244 | 4.1% | $8,215 | 重新持有 |
| UBSI | UNITED BANKSHARES INC WEST V | $20.76万 | 0.05% | 5,012 | 5,012 | — | $20.76万 | 新建仓 |
| REG | REGENCY CTRS CORP | $20.94万 | 0.05% | 2,768 | 2,768 | — | $20.94万 | 新建仓 |
| QXO | QXO INC | $21.00万 | 0.05% | 10,813 | 1 | 0.0% | $19 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $21.07万 | 0.05% | 778 | -492 | -38.7% | -$13.33万 | 减仓 |
| IDXX | IDEXX LABS INC | $21.13万 | 0.05% | 376 | 376 | — | $21.13万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $21.17万 | 0.05% | 7,718 | 212 | 2.8% | $5,815 | 加仓 |
| SYK | STRYKER CORPORATION | $21.39万 | 0.05% | 651 | 17 | 2.7% | $5,586 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $21.50万 | 0.05% | 3,260 | 112 | 3.6% | $7,385 | 加仓 |
| RNST | RENASANT CORP | $21.63万 | 0.05% | 5,987 | 114 | 1.9% | $4,119 | 加仓 |
| ORCL | ORACLE CORP | $21.71万 | 0.05% | 1,476 | 89 | 6.4% | $1.31万 | 加仓 |
| ROG | ROGERS CORP | $21.75万 | 0.05% | 2,026 | 2,026 | — | $21.75万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $21.87万 | 0.05% | 6,024 | -432 | -6.7% | -$1.57万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $21.87万 | 0.05% | 3,504 | 40 | 1.2% | $2,497 | 加仓 |
| ONB | OLD NATL BANCORP IND | $21.98万 | 0.05% | 9,947 | 283 | 2.9% | $6,254 | 加仓 |
| GPN | GLOBAL PMTS INC | $22.30万 | 0.05% | 3,313 | -94 | -2.8% | -$6,326 | 减仓 |
| MDB | MONGODB INC | $22.67万 | 0.06% | 926 | 39 | 4.4% | $9,546 | 加仓 |
| FNB | F N B CORP | $22.83万 | 0.06% | 13,655 | 270 | 2.0% | $4,514 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.87万 | 0.06% | 4,119 | 4,119 | — | $22.87万 | 新建仓 |
| MNDY | MONDAY COM LTD | $23.06万 | 0.06% | 3,337 | 1,432 | 75.2% | $9.90万 | 加仓 |
| ADC | AGREE RLTY CORP | $23.22万 | 0.06% | 3,080 | 3,080 | — | $23.22万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $23.41万 | 0.06% | 883 | -513 | -36.7% | -$13.60万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $23.70万 | 0.06% | 9,902 | 77 | 0.8% | $1,843 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $23.92万 | 0.06% | 2,529 | -186 | -6.9% | -$1.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.02万 | 0.06% | 241 | 241 | — | $24.02万 | 新建仓 |
| TOST | TOAST INC | $24.22万 | 0.06% | 9,138 | 2,830 | 44.9% | $7.50万 | 重新持有 |
| KRMN | KARMAN HLDGS INC | $24.31万 | 0.06% | 3,037 | 3,037 | — | $24.31万 | 新建仓 |
| SUI | SUN CMNTYS INC | $24.35万 | 0.06% | 1,933 | 1,933 | — | $24.35万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.47万 | 0.06% | 3,819 | -85 | -2.2% | -$5,447 | 减仓 |
| CCI | CROWN CASTLE INC | $24.56万 | 0.06% | 3,021 | -1,369 | -31.2% | -$11.13万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $24.73万 | 0.06% | 3,827 | 138 | 3.7% | $8,919 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $24.75万 | 0.06% | 748 | 80 | 12.0% | $2.65万 | 加仓 |
| DIOD | DIODES INC | $24.83万 | 0.06% | 3,637 | 3,637 | — | $24.83万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $24.93万 | 0.06% | 1,030 | 16 | 1.6% | $3,872 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $25.13万 | 0.06% | 2,193 | 2,193 | — | $25.13万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $25.41万 | 0.06% | 1,699 | 11 | 0.7% | $1,645 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $25.57万 | 0.06% | 2,728 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $25.76万 | 0.06% | 2,182 | 117 | 5.7% | $1.38万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $25.99万 | 0.06% | 4,017 | -169 | -4.0% | -$1.09万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $26.25万 | 0.06% | 2,338 | 2,338 | — | $26.25万 | 新建仓 |
| NOMD | NOMAD FOODS LTD | $26.53万 | 0.06% | 27,605 | 10,174 | 58.4% | $9.78万 | 加仓 |
| VVV | VALVOLINE INC | $26.70万 | 0.06% | 7,929 | 2,345 | 42.0% | $7.90万 | 重新持有 |
| DHI | D R HORTON INC | $27.68万 | 0.07% | 2,017 | 416 | 26.0% | $5.71万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $27.73万 | 0.07% | 2,115 | -4 | -0.2% | -$525 | 减仓 |
| WPP | WPP PLC NEW | $27.74万 | 0.07% | 17,842 | 8,019 | 81.6% | $12.47万 | 加仓 |
| MZTI | MARZETTI COMPANY | $28.14万 | 0.07% | 2,034 | -1,678 | -45.2% | -$23.21万 | 减仓 |
| EFG | ISHARES TR | $28.81万 | 0.07% | 2,587 | -65 | -2.5% | -$7,239 | 减仓 |
| — | NORTHERN LTS FD TR IV | $28.99万 | 0.07% | 6,535 | 7 | 0.1% | $310 | 加仓 |
| ICHR | ICHOR HOLDINGS | $29.22万 | 0.07% | 6,269 | 6,269 | — | $29.22万 | 新建仓 |
| AAON | AAON INC | $29.43万 | 0.07% | 3,556 | -1,562 | -30.5% | -$12.93万 | 减仓 |
| ECL | ECOLAB INC | $29.57万 | 0.07% | 1,112 | 1,112 | — | $29.57万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $29.83万 | 0.07% | 2,077 | 37 | 1.8% | $5,314 | 加仓 |
| HEI | HEICO CORP NEW | $30.16万 | 0.07% | 1,100 | 12 | 1.1% | $3,290 | 加仓 |
| VUG | VANGUARD INDEX FDS | $30.27万 | 0.07% | 693 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $31.59万 | 0.08% | 6,734 | 90 | 1.4% | $4,222 | 加仓 |
| ICLR | ICON PLC | $31.72万 | 0.08% | 2,866 | 279 | 10.8% | $3.09万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $31.85万 | 0.08% | 3,460 | 108 | 3.2% | $9,940 | 加仓 |
| META | META PLATFORMS INC | $32.90万 | 0.08% | 575 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $33.27万 | 0.08% | 1,650 | 1,650 | — | $33.27万 | 新建仓 |
| FISV | FISERV INC | $33.42万 | 0.08% | 5,989 | 1,966 | 48.9% | $10.97万 | 加仓 |
| EFV | ISHARES TR | $34.15万 | 0.08% | 4,593 | -7,032 | -60.5% | -$52.28万 | 减仓 |