Legacy Wealth Asset Management, LLC
WOODBURY MN · SEC CIK 0001846151
$4.56亿2026Q2 申报市值
380持仓数
20.3%前十大占比 · 第一大 3.4%
28 / 25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
MICC 新建仓+$263.77万
GMAB 加仓+$174.39万
RBA 加仓+$171.82万
CHKP 加仓+$158.74万
WCN 加仓+$107.85万
2026Q2 卖出最多 按季末市值估算
BHP 减仓-$164.90万
MFG 清仓-$158.96万
E 清仓-$135.08万
LRCX 减仓-$133.51万
B 清仓-$121.07万
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 |
|---|---|---|---|---|---|---|---|---|
| CAVA | CAVA GROUP INC | $34.52万 | 0.08% | 4,398 | -77 | -1.7% | -$6,043 | 减仓 |
| ZTS | ZOETIS INC | $34.65万 | 0.08% | 4,822 | 24 | 0.5% | $1,725 | 加仓 |
| HON | HONEYWELL INTL INC | $34.75万 | 0.08% | 1,552 | -1,802 | -53.7% | -$40.35万 | 减仓 |
| BMI | BADGER METER INC | $35.14万 | 0.08% | 2,368 | 2,368 | — | $35.14万 | 新建仓 |
| EFV | ISHARES TR | $35.16万 | 0.08% | 4,593 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $35.82万 | 0.08% | 4,158 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $36.17万 | 0.08% | 8,550 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $36.45万 | 0.08% | 7,588 | -455 | -5.7% | -$2.19万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $36.47万 | 0.08% | 4,086 | 69 | 1.7% | $6,158 | 加仓 |
| BOKF | BOK FINL CORP | $36.96万 | 0.08% | 2,661 | -52 | -1.9% | -$7,222 | 减仓 |
| ROG | ROGERS CORP | $37.61万 | 0.08% | 2,297 | 271 | 13.4% | $4.44万 | 加仓 |
| HEI | HEICO CORP NEW | $37.72万 | 0.08% | 1,059 | -41 | -3.7% | -$1.46万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $38.10万 | 0.08% | 1,489 | -79 | -5.0% | -$2.02万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $38.61万 | 0.08% | 4,427 | -9 | -0.2% | -$785 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $38.62万 | 0.08% | 14,883 | -127 | -0.8% | -$3,296 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $39.02万 | 0.09% | 2,788 | -747 | -21.1% | -$10.45万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $39.54万 | 0.09% | 3,507 | -35 | -1.0% | -$3,946 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $39.82万 | 0.09% | 3,200 | 39 | 1.2% | $4,853 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $40.40万 | 0.09% | 7,280 | -71 | -1.0% | -$3,940 | 减仓 |
| MDB | MONGODB INC | $40.44万 | 0.09% | 1,204 | 278 | 30.0% | $9.34万 | 加仓 |
| IRM | IRON MTN INC DEL | $40.82万 | 0.09% | 3,231 | 3,231 | — | $40.82万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $41.58万 | 0.09% | 2,735 | -78 | -2.8% | -$1.19万 | 减仓 |
| MTB | M & T BK CORP | $42.39万 | 0.09% | 1,781 | -503 | -22.0% | -$11.97万 | 减仓 |
| APG | API GROUP CORP | $42.93万 | 0.09% | 10,138 | -364 | -3.5% | -$1.54万 | 减仓 |
| AAON | AAON INC | $43.13万 | 0.09% | 3,400 | -156 | -4.4% | -$1.98万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $45.99万 | 0.10% | 6,697 | -2,176 | -24.5% | -$14.94万 | 减仓 |
| IEMG | ISHARES INC | $46.13万 | 0.10% | 5,569 | -141 | -2.5% | -$1.17万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $46.48万 | 0.10% | 9,856 | -391 | -3.8% | -$1.84万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $46.61万 | 0.10% | 224 | 14 | 6.7% | $2.91万 | 加仓 |
| RELX | RELX PLC | $46.63万 | 0.10% | 14,723 | 457 | 3.2% | $1.45万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $47.18万 | 0.10% | 5,578 | 155 | 2.9% | $1.31万 | 加仓 |
| OTEX | OPEN TEXT CORP | $47.48万 | 0.10% | 21,435 | 595 | 2.9% | $1.32万 | 加仓 |
| ATR | APTARGROUP INC | $47.89万 | 0.11% | 3,825 | -1,136 | -22.9% | -$14.22万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $47.95万 | 0.11% | 8,034 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $48.81万 | 0.11% | 3,819 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.04万 | 0.11% | 1,166 | -8 | -0.7% | -$3,365 | 减仓 |
| GLOB | GLOBANT S A | $49.12万 | 0.11% | 16,972 | 16,972 | — | $49.12万 | 新建仓 |
| CR | CRANE COMPANY | $49.61万 | 0.11% | 2,224 | -55 | -2.4% | -$1.23万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $50.07万 | 0.11% | 3,066 | -150 | -4.7% | -$2.45万 | 减仓 |
| PSMT | PRICESMART INC | $50.67万 | 0.11% | 2,594 | 2,594 | — | $50.67万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $50.74万 | 0.11% | 2,921 | 55 | 1.9% | $9,554 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $50.87万 | 0.11% | 15,186 | -100 | -0.7% | -$3,350 | 减仓 |
| VTR | VENTAS INC | $51.51万 | 0.11% | 5,801 | -293 | -4.8% | -$2.60万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $51.90万 | 0.11% | 8,364 | 1,890 | 29.2% | $11.73万 | 加仓 |
| MOG/A | MOOG INC | $52.77万 | 0.12% | 1,245 | 1,245 | — | $52.77万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $52.89万 | 0.12% | 13,275 | -58 | -0.4% | -$2,311 | 减仓 |
| CME | CME GROUP INC | $53.44万 | 0.12% | 2,420 | -8 | -0.3% | -$1,767 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $53.58万 | 0.12% | 1,052 | -2 | -0.2% | -$1,019 | 减仓 |
| NKE | NIKE INC | $53.67万 | 0.12% | 13,073 | 488 | 3.9% | $2.00万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $53.72万 | 0.12% | 18,646 | 166 | 0.9% | $4,782 | 加仓 |
| XP | XP INC | $53.80万 | 0.12% | 33,089 | -43 | -0.1% | -$699 | 减仓 |
| LSTR | LANDSTAR SYS INC | $53.85万 | 0.12% | 2,604 | -9 | -0.3% | -$1,861 | 减仓 |
| DG | DOLLAR GEN CORP | $53.98万 | 0.12% | 4,689 | -98 | -2.0% | -$1.13万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $54.04万 | 0.12% | 5,956 | 70 | 1.2% | $6,352 | 加仓 |
| AMZN | AMAZON COM INC | $54.10万 | 0.12% | 2,270 | -8 | -0.4% | -$1,907 | 减仓 |
| IPAR | INTERPARFUMS INC | $54.14万 | 0.12% | 4,840 | -190 | -3.8% | -$2.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $54.68万 | 0.12% | 1,466 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $54.70万 | 0.12% | 2,701 | -152 | -5.3% | -$3.08万 | 减仓 |
| EXP | EAGLE MATLS INC | $55.03万 | 0.12% | 2,446 | -6 | -0.2% | -$1,350 | 减仓 |
| DDOG | DATADOG INC | $55.20万 | 0.12% | 2,120 | -62 | -2.8% | -$1.61万 | 减仓 |
| BP | BP PLC | $55.93万 | 0.12% | 15,137 | -117 | -0.8% | -$4,323 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $56.46万 | 0.12% | 35,918 | 2,285 | 6.8% | $3.59万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $56.73万 | 0.12% | 8,106 | -3,474 | -30.0% | -$24.31万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $57.35万 | 0.13% | 16,868 | 206 | 1.2% | $7,004 | 加仓 |
| AOS | SMITH A O CORP | $57.36万 | 0.13% | 9,145 | 143 | 1.6% | $8,969 | 加仓 |
| EG | EVEREST GROUP LTD | $57.73万 | 0.13% | 1,616 | 1 | 0.1% | $357 | 加仓 |
| MCO | MOODYS CORP | $57.88万 | 0.13% | 1,278 | 15 | 1.2% | $6,794 | 加仓 |
| FICO | FAIR ISAAC CORP | $57.95万 | 0.13% | 485 | -144 | -22.9% | -$17.20万 | 减仓 |
| EME | EMCOR GROUP INC | $58.67万 | 0.13% | 707 | -7 | -1.0% | -$5,809 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $59.36万 | 0.13% | 8,186 | 19 | 0.2% | $1,378 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $59.94万 | 0.13% | 450 | 19 | 4.4% | $2.53万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $60.02万 | 0.13% | 11,196 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $60.36万 | 0.13% | 5,767 | -129 | -2.2% | -$1.35万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $60.46万 | 0.13% | 21,303 | -1,304 | -5.8% | -$3.70万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $60.53万 | 0.13% | 3,632 | -9 | -0.2% | -$1,500 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $60.54万 | 0.13% | 3,371 | 1,256 | 59.4% | $22.56万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $60.61万 | 0.13% | 3,907 | -23 | -0.6% | -$3,568 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $61.46万 | 0.13% | 10,652 | 343 | 3.3% | $1.98万 | 加仓 |
| PWR | QUANTA SVCS INC | $61.56万 | 0.14% | 855 | -2 | -0.2% | -$1,440 | 减仓 |
| FFBC | 1ST FINL BANCORP | $62.99万 | 0.14% | 18,620 | 1,907 | 11.4% | $6.45万 | 加仓 |
| HLN | HALEON PLC | $63.32万 | 0.14% | 67,871 | -31 | -0.0% | -$289 | 减仓 |
| TRU | TRANSUNION | $63.92万 | 0.14% | 8,860 | 12 | 0.1% | $866 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $65.00万 | 0.14% | 40,220 | -825 | -2.0% | -$1.33万 | 减仓 |
| PEP | PEPSICO INC | $65.48万 | 0.14% | 4,836 | 5 | 0.1% | $677 | 加仓 |
| SHEL | SHELL PLC | $65.63万 | 0.14% | 8,464 | -37 | -0.4% | -$2,869 | 减仓 |
| GE | GE AEROSPACE | $65.78万 | 0.14% | 1,760 | 166 | 10.4% | $6.20万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $65.80万 | 0.14% | 476 | -1 | -0.2% | -$1,382 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $65.99万 | 0.14% | 16,707 | -190 | -1.1% | -$7,505 | 减仓 |
| NTR | NUTRIEN LTD | $66.48万 | 0.15% | 10,561 | -93 | -0.9% | -$5,854 | 减仓 |
| DTM | DT MIDSTREAM INC | $66.52万 | 0.15% | 4,533 | -24 | -0.5% | -$3,522 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $66.78万 | 0.15% | 2,469 | -2 | -0.1% | -$541 | 减仓 |
| XEL | XCEL ENERGY INC | $66.79万 | 0.15% | 8,318 | 31 | 0.4% | $2,489 | 加仓 |
| TTEK | TETRA TECH INC NEW | $67.02万 | 0.15% | 23,197 | -9,863 | -29.8% | -$28.49万 | 减仓 |
| BBD | BANCO BRADESCO S A | $67.29万 | 0.15% | 193,918 | -708 | -0.4% | -$2,457 | 减仓 |
| NU | NU HLDGS LTD | $67.86万 | 0.15% | 50,790 | 935 | 1.9% | $1.25万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $68.21万 | 0.15% | 329 | 8 | 2.5% | $1.66万 | 加仓 |
| MSA | MSA SAFETY INC | $68.63万 | 0.15% | 3,931 | -2,574 | -39.6% | -$44.94万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $68.66万 | 0.15% | 2,893 | -8 | -0.3% | -$1,899 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $69.07万 | 0.15% | 2,041 | -545 | -21.1% | -$18.44万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $69.47万 | 0.15% | 7,157 | -107 | -1.5% | -$1.04万 | 减仓 |