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 |
|---|---|---|---|---|---|---|---|---|
| BOKF | BOK FINL CORP | $34.74万 | 0.08% | 2,713 | -12 | -0.4% | -$1,537 | 减仓 |
| O | REALTY INCOME CORP | $35.61万 | 0.09% | 5,821 | 2,332 | 66.8% | $14.27万 | 重新持有 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $36.01万 | 0.09% | 5,869 | 29 | 0.5% | $1,779 | 加仓 |
| CAVA | CAVA GROUP INC | $36.20万 | 0.09% | 4,475 | 294 | 7.0% | $2.38万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $36.20万 | 0.09% | 1,568 | 1,568 | — | $36.20万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $37.11万 | 0.09% | 3,216 | 3,216 | — | $37.11万 | 新建仓 |
| FAST | FASTENAL CO | $37.32万 | 0.09% | 8,043 | 219 | 2.8% | $1.02万 | 加仓 |
| KLAC | KLA CORP | $37.84万 | 0.09% | 257 | 10 | 4.0% | $1.47万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $38.11万 | 0.09% | 2,115 | 815 | 62.7% | $14.69万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $38.54万 | 0.09% | 33,633 | 14,390 | 74.8% | $16.49万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $38.71万 | 0.09% | 2,349 | 1,050 | 80.8% | $17.30万 | 加仓 |
| CR | CRANE COMPANY | $38.97万 | 0.09% | 2,279 | 17 | 0.8% | $2,907 | 加仓 |
| PEN | PENUMBRA INC | $39.40万 | 0.10% | 1,200 | -381 | -24.1% | -$12.51万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $39.58万 | 0.10% | 210 | 5 | 2.4% | $9,423 | 加仓 |
| IEMG | ISHARES INC | $39.83万 | 0.10% | 5,710 | -11,283 | -66.4% | -$78.70万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $40.73万 | 0.10% | 2,813 | 31 | 1.1% | $4,488 | 加仓 |
| NICE | NICE LTD | $40.87万 | 0.10% | 3,707 | 1,223 | 49.2% | $13.48万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $41.46万 | 0.10% | 3,542 | -1,853 | -34.3% | -$21.69万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $41.83万 | 0.10% | 5,423 | 3,027 | 126.3% | $23.35万 | 重新持有 |
| LSTR | LANDSTAR SYS INC | $41.89万 | 0.10% | 2,613 | 10 | 0.4% | $1,603 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $41.89万 | 0.10% | 3,819 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $42.55万 | 0.10% | 10,502 | 76 | 0.7% | $3,080 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $43.32万 | 0.11% | 5,896 | 116 | 2.0% | $8,524 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $43.42万 | 0.11% | 8,034 | -95 | -1.2% | -$5,135 | 减仓 |
| TSLA | TESLA INC | $43.64万 | 0.11% | 1,174 | -32 | -2.7% | -$1.19万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $43.66万 | 0.11% | 4,436 | 5 | 0.1% | $492 | 加仓 |
| SSNC | SS&C TECH HLDGS | $43.74万 | 0.11% | 6,474 | -1,648 | -20.3% | -$11.14万 | 减仓 |
| LKQ | LKQ CORP | $43.98万 | 0.11% | 14,975 | 1,281 | 9.4% | $3.76万 | 加仓 |
| NSP | INSPERITY INC | $44.24万 | 0.11% | 16,360 | 4,301 | 35.7% | $11.63万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $44.88万 | 0.11% | 7,351 | 2 | 0.0% | $122 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $45.02万 | 0.11% | 15,010 | -336 | -2.2% | -$1.01万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $45.15万 | 0.11% | 3,535 | 1,201 | 51.5% | $15.34万 | 加仓 |
| GE | GE AEROSPACE | $45.23万 | 0.11% | 1,594 | 174 | 12.3% | $4.94万 | 加仓 |
| IPAR | INTERPARFUMS INC | $45.69万 | 0.11% | 5,030 | 275 | 5.8% | $2.50万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $46.05万 | 0.11% | 10,309 | 311 | 3.1% | $1.39万 | 加仓 |
| OTEX | OPEN TEXT CORP | $46.35万 | 0.11% | 20,840 | 659 | 3.3% | $1.47万 | 加仓 |
| EXP | EAGLE MATLS INC | $46.45万 | 0.11% | 2,452 | 81 | 3.4% | $1.53万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $46.60万 | 0.11% | 16,713 | 16,713 | — | $46.60万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $46.88万 | 0.11% | 24,925 | 9,022 | 56.7% | $16.97万 | 加仓 |
| PWR | QUANTA SVCS INC | $47.05万 | 0.11% | 857 | 11 | 1.3% | $6,039 | 加仓 |
| MTB | M & T BK CORP | $47.21万 | 0.11% | 2,284 | 7 | 0.3% | $1,447 | 加仓 |
| RELX | RELX PLC | $47.29万 | 0.12% | 14,266 | 627 | 4.6% | $2.08万 | 加仓 |
| AMZN | AMAZON COM INC | $47.44万 | 0.12% | 2,278 | 2,278 | — | $47.44万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $47.53万 | 0.12% | 10,247 | 552 | 5.7% | $2.56万 | 加仓 |
| SNDK | SANDISK CORP | $48.29万 | 0.12% | 760 | 760 | — | $48.29万 | 新建仓 |
| VTR | VENTAS INC | $49.84万 | 0.12% | 6,094 | 18 | 0.3% | $1,472 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $49.95万 | 0.12% | 431 | 13 | 3.1% | $1.51万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $50.03万 | 0.12% | 15,286 | 950 | 6.6% | $3.11万 | 加仓 |
| CPNG | COUPANG INC | $50.98万 | 0.12% | 27,002 | 698 | 2.7% | $1.32万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $52.15万 | 0.13% | 477 | -3 | -0.6% | -$3,280 | 减仓 |
| EME | EMCOR GROUP INC | $52.72万 | 0.13% | 714 | -220 | -23.6% | -$16.24万 | 减仓 |
| EG | EVEREST GROUP LTD | $52.79万 | 0.13% | 1,615 | 51 | 3.3% | $1.67万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $52.81万 | 0.13% | 2,853 | 15 | 0.5% | $2,776 | 加仓 |
| AYI | ACUITY INC | $52.88万 | 0.13% | 1,887 | 1,887 | — | $52.88万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $53.34万 | 0.13% | 16,662 | 4,108 | 32.7% | $13.15万 | 加仓 |
| CPT | CAMDEN PPTY TR | $53.43万 | 0.13% | 5,471 | -603 | -9.9% | -$5.89万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $53.99万 | 0.13% | 1,673 | 69 | 4.3% | $2.23万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $54.19万 | 0.13% | 8,387 | 25 | 0.3% | $1,615 | 加仓 |
| MSFT | MICROSOFT CORP | $54.27万 | 0.13% | 1,466 | 657 | 81.2% | $24.32万 | 加仓 |
| MCO | MOODYS CORP | $55.10万 | 0.13% | 1,263 | 29 | 2.4% | $1.27万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $55.11万 | 0.13% | 15,646 | 24 | 0.2% | $845 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $55.27万 | 0.13% | 11,196 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $55.50万 | 0.14% | 22,607 | -1,581 | -6.5% | -$3.88万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $56.38万 | 0.14% | 2,125 | -10 | -0.5% | -$2,653 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $56.62万 | 0.14% | 7,465 | 319 | 4.5% | $2.42万 | 加仓 |
| ZTS | ZOETIS INC | $56.72万 | 0.14% | 4,798 | 835 | 21.1% | $9.87万 | 加仓 |
| DG | DOLLAR GEN CORP | $56.84万 | 0.14% | 4,787 | 55 | 1.2% | $6,530 | 加仓 |
| TER | TERADYNE INC | $57.28万 | 0.14% | 1,932 | 1,932 | — | $57.28万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $58.73万 | 0.14% | 18,480 | 272 | 1.5% | $8,644 | 加仓 |
| AOS | SMITH A O CORP | $59.36万 | 0.14% | 9,002 | 439 | 5.1% | $2.89万 | 加仓 |
| HEI/A | HEICO CORP NEW | $59.70万 | 0.15% | 2,828 | 1 | 0.0% | $211 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $60.07万 | 0.15% | 3,939 | 26 | 0.7% | $3,965 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $60.35万 | 0.15% | 8,167 | 138 | 1.7% | $1.02万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $60.43万 | 0.15% | 5,886 | 117 | 2.0% | $1.20万 | 加仓 |
| TRU | TRANSUNION | $61.22万 | 0.15% | 8,848 | 96 | 1.1% | $6,642 | 加仓 |
| QCOM | QUALCOMM INC | $61.31万 | 0.15% | 4,761 | -12 | -0.3% | -$1,545 | 减仓 |
| DTM | DT MIDSTREAM INC | $61.37万 | 0.15% | 4,557 | -35 | -0.8% | -$4,713 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $61.67万 | 0.15% | 2,280 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $62.13万 | 0.15% | 11,132 | 213 | 2.0% | $1.19万 | 加仓 |
| ATR | APTARGROUP INC | $62.52万 | 0.15% | 4,961 | 679 | 15.9% | $8.56万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $62.68万 | 0.15% | 3,161 | 337 | 11.9% | $6.68万 | 加仓 |
| XP | XP INC | $63.08万 | 0.15% | 33,132 | 936 | 2.9% | $1.78万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $63.15万 | 0.15% | 3,641 | 100 | 2.8% | $1.73万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $63.98万 | 0.16% | 77,080 | 77,080 | — | $63.98万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $64.32万 | 0.16% | 2,471 | 31 | 1.3% | $8,069 | 加仓 |
| NVT | NVENT ELEC PLC | $64.98万 | 0.16% | 5,494 | 35 | 0.6% | $4,140 | 加仓 |
| VOO | VANGUARD INDEX FDS | $65.69万 | 0.16% | 1,099 | 3 | 0.3% | $1,793 | 加仓 |
| XEL | XCEL ENERGY INC | $65.83万 | 0.16% | 8,287 | 25 | 0.3% | $1,986 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $66.39万 | 0.16% | 13,333 | 4,273 | 47.2% | $21.28万 | 加仓 |
| NKE | NIKE INC | $66.47万 | 0.16% | 12,585 | 2,300 | 22.4% | $12.15万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $66.51万 | 0.16% | 8,873 | 111 | 1.3% | $8,321 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $66.76万 | 0.16% | 1,495 | 12 | 0.8% | $5,358 | 加仓 |
| RACE | FERRARI N V | $67.05万 | 0.16% | 1,981 | -3,246 | -62.1% | -$109.86万 | 减仓 |
| FICO | FAIR ISAAC CORP | $67.15万 | 0.16% | 629 | 13 | 2.1% | $1.39万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $67.67万 | 0.16% | 2,901 | 2,901 | — | $67.67万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $67.70万 | 0.16% | 5,002 | 5,002 | — | $67.70万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $67.97万 | 0.17% | 6,549 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $67.97万 | 0.17% | 67,902 | 685 | 1.0% | $6,857 | 加仓 |
| NTES | NETEASE COM INC | $68.69万 | 0.17% | 6,136 | 2,640 | 75.5% | $29.55万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $68.77万 | 0.17% | 4,814 | -2,817 | -36.9% | -$40.24万 | 减仓 |