13F 机构持仓

Legacy Wealth Asset Management, LLC

WOODBURY MN · SEC CIK 0001846151

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.56亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FBTC 4.3%
MLPA 3.0%
WWJD 2.6%
TFLO 2.5%
PTL 1.7%
ESUM 1.6%
UBS AG LONDON 1.4%
AAPL 1.3%
AVGO 1.3%
NVDA 1.2%

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
CP CANADIAN PACIFIC KANSAS CITY $69.24万0.17%8,803 -20,672-70.1% -$162.61万 减仓
MELI MERCADOLIBRE INC $69.68万0.17%403 133.3% $2.25万 加仓
ACGL ARCH CAP GROUP LTD $69.73万0.17%7,264 1171.6% $1.12万 加仓
HD HOME DEPOT INC $69.89万0.17%2,125 964.7% $3.16万 加仓
PAYC PAYCOM SOFTWARE INC $70.52万0.17%5,802 91518.7% $11.12万 加仓
WTM WHITE MTNS INS GROUP LTD $70.52万0.17%321 82.6% $1.76万 加仓
MDLZ MONDELEZ INTL INC $70.70万0.17%12,266 6135.3% $3.53万 加仓
BBD BANCO BRADESCO S A $71.04万0.17%194,626 9420.5% $3,438 加仓
AMG AFFILIATED MANAGERS GROUP $71.55万0.17%2,586 -3-0.1% -$830 减仓
NU NU HLDGS LTD $71.64万0.17%49,855 3820.8% $5,489 加仓
BP BP PLC $71.69万0.17%15,254 1961.3% $9,212 加仓
CME CME GROUP INC $71.71万0.17%2,428 231.0% $6,793 加仓
NOC NORTHROP GRUMMAN CORP $71.91万0.17%1,054 40.4% $2,729 加仓
WM WASTE MGMT INC DEL $72.73万0.18%3,165 441.4% $1.01万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $72.87万0.18%1,860 1,860— $72.87万 新建仓
UNP UNION PAC CORP $73.49万0.18%3,029 260.9% $6,308 加仓
BWX SPDR SERIES TRUST $74.10万0.18%33,759 1,4284.4% $3.13万 加仓
GD GENERAL DYNAMICS CORP $74.79万0.18%2,179 50.2% $1,716 加仓
PEP PEPSICO INC $75.02万0.18%4,831 521.1% $8,075 加仓
RGA REINSURANCE GROUP AMER INC $75.09万0.18%3,678 51916.4% $10.60万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $75.59万0.18%34,898 -28,275-44.8% -$61.24万 减仓
— HONEYWELL INTL INC $75.81万0.18%3,354 30.1% $678 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $76.07万0.19%2,694 -573-17.5% -$16.18万 减仓
SAN BANCO SANTANDER SA $76.44万0.19%67,767 -9,167-11.9% -$10.34万 减仓
VMBS VANGUARD SCOTTSDALE FDS $76.54万0.19%16,303 6404.1% $3.00万 加仓
MSI MOTOROLA SOLUTIONS INC $76.68万0.19%1,767 50139.6% $21.74万 加仓
D DOMINION ENERGY INC $76.97万0.19%12,450 920.7% $5,687 加仓
TFC TRUIST FINL CORP $77.10万0.19%16,771 1410.8% $6,482 加仓
ENB ENBRIDGE INC $77.27万0.19%14,272 130.1% $704 加仓
COKE COCA COLA CONS INC $77.33万0.19%4,033 120.3% $2,301 加仓
PUK PRUDENTIAL PLC $77.65万0.19%27,314 410.2% $1,166 加仓
MFC MANULIFE FINL CORP $77.89万0.19%22,616 -71-0.3% -$2,445 减仓
RIO RIO TINTO PLC $78.37万0.19%8,401 -13-0.2% -$1,213 减仓
CRH CRH PLC $78.42万0.19%7,460 -32-0.4% -$3,364 减仓
DE DEERE & CO $78.75万0.19%1,398 50.4% $2,816 加仓
NGG NATIONAL GRID PLC $78.86万0.19%9,321 1391.5% $1.18万 加仓
LOW LOWES COS INC $78.92万0.19%3,340 200.6% $4,726 加仓
SHOP SHOPIFY INC $78.99万0.19%6,659 -32-0.5% -$3,796 减仓
PCY INVESCO EXCH TRADED FD TR II $79.04万0.19%37,818 1,1803.2% $2.47万 加仓
SHEL SHELL PLC $79.06万0.19%8,501 530.6% $4,929 加仓
BMY BRISTOL-MYERS SQUIBB CO $79.74万0.19%13,147 5264.2% $3.19万 加仓
AEM AGNICO EAGLE MINES LTD $79.77万0.19%3,930 210.5% $4,263 加仓
BWZ SPDR SERIES TRUST $79.89万0.19%29,677 1,0633.7% $2.86万 加仓
CAE CAE INC $80.03万0.19%30,721 -138-0.4% -$3,595 减仓
NTR NUTRIEN LTD $80.40万0.20%10,654 120.1% $906 加仓
YUM YUM BRANDS INC $81.05万0.20%5,213 270.5% $4,198 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $81.34万0.20%41,187 3150.8% $6,221 加仓
BCPC BALCHEM CORP $81.57万0.20%4,813 -36-0.7% -$6,101 减仓
EW EDWARDS LIFESCIENCES CORP $82.18万0.20%10,262 10.0% $80 加仓
CNQ CANADIAN NAT RES LTD MED TER $82.34万0.20%16,897 870.5% $4,240 加仓
USB US BANCORP $83.14万0.20%15,985 820.5% $4,265 加仓
CX CEMEX SA EURO MTN BE 144A $83.40万0.20%72,901 -2,429-3.2% -$2.78万 减仓
LMAT LEMAITRE VASCULAR INC $84.81万0.21%7,769 230.3% $2,511 加仓
SO SOUTHERN CO $85.01万0.21%8,808 250.3% $2,413 加仓
CSX CSX CORP $85.15万0.21%20,742 610.3% $2,504 加仓
PBR PETROLEO BRASILEIRO S A $85.17万0.21%41,045 5111.3% $1.06万 加仓
CPK CHESAPEAKE UTILS CORP $85.38万0.21%6,756 -119-1.7% -$1.50万 减仓
ITUB ITAU UNIBANCO HLDG S A $85.42万0.21%101,939 -1,483-1.4% -$1.24万 减仓
RY ROYAL BK CDA $86.00万0.21%5,316 -40-0.7% -$6,471 减仓
TRNO TERRENO RLTY CORP $86.06万0.21%14,011 -55-0.4% -$3,378 减仓
PNC PNC FINL SVCS GROUP INC $86.61万0.21%4,162 -11-0.3% -$2,289 减仓
LYG LLOYDS BANKING GROUP PLC $87.53万0.21%174,017 -1,593-0.9% -$8,013 减仓
DUK DUKE ENERGY CORP NEW $87.83万0.21%6,708 310.5% $4,059 加仓
BCS BARCLAYS PLC $88.82万0.22%41,977 -2,042-4.6% -$4.32万 减仓
SHW SHERWIN WILLIAMS CO $89.31万0.22%2,786 592.2% $1.89万 加仓
ARGX ARGENX SE $89.75万0.22%1,229 70.6% $5,112 加仓
NEE NEXTERA ENERGY INC $89.77万0.22%9,665 420.4% $3,901 加仓
CHE CHEMED CORP NEW $91.79万0.22%2,430 1175.1% $4.42万 加仓
PGR PROGRESSIVE CORP $92.18万0.22%4,650 641.4% $1.27万 加仓
LMT LOCKHEED MARTIN CORP $92.23万0.22%1,526 -6-0.4% -$3,626 减仓
AMGN AMGEN INC $92.57万0.23%2,631 -9-0.3% -$3,167 减仓
IBM INTERNATIONAL BUSINESS MACHS $92.84万0.23%3,830 -45-1.2% -$1.09万 减仓
HSBC HSBC HLDGS PLC $94.21万0.23%11,421 -122-1.1% -$1.01万 减仓
SPGI S&P GLOBAL INC $95.53万0.23%2,246 432.0% $1.83万 加仓
COP CONOCOPHILLIPS $95.58万0.23%7,241 1161.6% $1.53万 加仓
KO COCA COLA CO $96.72万0.24%12,718 280.2% $2,129 加仓
EOG EOG RES INC $96.95万0.24%6,706 1862.9% $2.69万 加仓
NYT NEW YORK TIMES CO MTN BE $96.96万0.24%11,580 -1,832-13.7% -$15.34万 减仓
ANET ARISTA NETWORKS INC $98.00万0.24%7,982 1191.5% $1.46万 加仓
VIV TELEFONICA BRASIL SA $98.35万0.24%61,819 -385-0.6% -$6,125 减仓
ADSK AUTODESK INC $98.42万0.24%4,111 521.3% $1.24万 加仓
CDNS CADENCE DESIGN SYSTEM INC $98.42万0.24%3,542 1885.6% $5.22万 加仓
WELL WELLTOWER INC $98.56万0.24%4,985 1513.1% $2.99万 加仓
TTEK TETRA TECH INC NEW $99.58万0.24%33,060 3,67512.5% $11.07万 加仓
TMUS T-MOBILE US INC $100.56万0.24%4,788 3417.7% $7.16万 加仓
NWG NATWEST GROUP PLC $101.10万0.25%67,853 -1,564-2.3% -$2.33万 减仓
SW SMURFIT WESTROCK PLC $101.66万0.25%25,511 15,925166.1% $63.46万 加仓
GILD GILEAD SCIENCES INC $103.76万0.25%7,445 650.9% $9,059 加仓
GMAB GENMAB A/S $103.78万0.25%38,680 16,65275.6% $44.68万 加仓
CIB GRUPO CIBEST SA $104.75万0.25%14,387 -866-5.7% -$6.31万 减仓
KB KB FINL GROUP INC $105.80万0.26%10,609 2,48230.5% $24.75万 加仓
MSA MSA SAFETY INC $106.65万0.26%6,505 -86-1.3% -$1.41万 减仓
PLTR PALANTIR TECHNOLOGIES INC $106.80万0.26%7,301 1412.0% $2.06万 加仓
CSCO CISCO SYS INC $107.34万0.26%13,834 -121-0.9% -$9,388 减仓
CVX CHEVRON CORPORATION $107.63万0.26%5,202 -1-0.0% -$207 减仓
CRWD CROWDSTRIKE HLDGS INC $107.99万0.26%2,766 943.5% $3.67万 加仓
RTX RTX CORPORATION $108.22万0.26%5,610 -101-1.8% -$1.95万 减仓
BWXT BWX TECHNOLOGIES INC $109.46万0.27%5,353 90.2% $1,840 加仓
EVR EVERCORE INC $109.58万0.27%3,671 -135-3.5% -$4.03万 减仓
PLD PROLOGIS INC. $110.95万0.27%8,394 2002.4% $2.64万 加仓