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 |
|---|---|---|---|---|---|---|---|---|
| NSP | INSPERITY INC | $69.49万 | 0.15% | 16,822 | 462 | 2.8% | $1.91万 | 加仓 |
| WM | WASTE MGMT INC DEL | $70.57万 | 0.15% | 3,166 | 1 | 0.0% | $223 | 加仓 |
| AYI | ACUITY INC | $70.93万 | 0.16% | 1,883 | -4 | -0.2% | -$1,507 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $71.17万 | 0.16% | 12,305 | 39 | 0.3% | $2,256 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $71.18万 | 0.16% | 2,105 | -20 | -0.9% | -$6,763 | 减仓 |
| MELI | MERCADOLIBRE INC | $71.46万 | 0.16% | 421 | 18 | 4.5% | $3.06万 | 加仓 |
| HEI/A | HEICO CORP NEW | $71.63万 | 0.16% | 2,777 | -51 | -1.8% | -$1.32万 | 减仓 |
| LOW | LOWES COS INC | $72.45万 | 0.16% | 3,286 | -54 | -1.6% | -$1.19万 | 减仓 |
| PUK | PRUDENTIAL PLC | $72.62万 | 0.16% | 27,087 | -227 | -0.8% | -$6,086 | 减仓 |
| NVT | NVENT ELEC PLC | $72.95万 | 0.16% | 4,301 | -1,193 | -21.7% | -$20.23万 | 减仓 |
| MGA | MAGNA INTL INC | $73.12万 | 0.16% | 11,136 | 4 | 0.0% | $263 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $74.31万 | 0.16% | 1,496 | 1 | 0.1% | $497 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $74.63万 | 0.16% | 1,797 | 30 | 1.7% | $1.25万 | 加仓 |
| CPT | CAMDEN PPTY TR | $74.75万 | 0.16% | 6,529 | 1,058 | 19.3% | $12.11万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $74.81万 | 0.16% | 2,751 | 1,131 | 69.8% | $30.76万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $74.82万 | 0.16% | 1,089 | -10 | -0.9% | -$6,871 | 减仓 |
| COP | CONOCOPHILLIPS | $74.96万 | 0.16% | 7,210 | -31 | -0.4% | -$3,223 | 减仓 |
| HD | HOME DEPOT INC | $75.13万 | 0.16% | 2,130 | 5 | 0.2% | $1,764 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $75.71万 | 0.17% | 13,139 | -8 | -0.1% | -$461 | 减仓 |
| SHOP | SHOPIFY INC | $75.71万 | 0.17% | 6,631 | -28 | -0.4% | -$3,197 | 减仓 |
| NTES | NETEASE COM INC | $75.73万 | 0.17% | 5,910 | -226 | -3.7% | -$2.90万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $76.27万 | 0.17% | 1,497 | -29 | -1.9% | -$1.48万 | 减仓 |
| BWX | SPDR SERIES TRUST | $76.34万 | 0.17% | 35,211 | 1,452 | 4.3% | $3.15万 | 加仓 |
| ENTG | ENTEGRIS INC | $76.62万 | 0.17% | 4,260 | 4,260 | — | $76.62万 | 新建仓 |
| ENB | ENBRIDGE INC | $76.64万 | 0.17% | 14,137 | -135 | -0.9% | -$7,318 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $76.87万 | 0.17% | 2,170 | -9 | -0.4% | -$3,188 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $77.01万 | 0.17% | 16,131 | 485 | 3.1% | $2.32万 | 加仓 |
| CAE | CAE INC | $77.14万 | 0.17% | 30,783 | 62 | 0.2% | $1,554 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $77.15万 | 0.17% | 8,904 | 101 | 1.1% | $8,752 | 加仓 |
| COKE | COCA COLA CONS INC | $77.28万 | 0.17% | 4,048 | 15 | 0.4% | $2,864 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $77.63万 | 0.17% | 2,082 | 409 | 24.4% | $15.25万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $77.81万 | 0.17% | 95,825 | 18,745 | 24.3% | $15.22万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $77.94万 | 0.17% | 3,665 | -13 | -0.4% | -$2,764 | 减仓 |
| RIO | RIO TINTO PLC | $78.48万 | 0.17% | 8,267 | -134 | -1.6% | -$1.27万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $78.74万 | 0.17% | 8,634 | 247 | 2.9% | $2.25万 | 加仓 |
| CRH | CRH PLC | $78.86万 | 0.17% | 7,370 | -90 | -1.2% | -$9,630 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $79.09万 | 0.17% | 60,099 | -1,720 | -2.8% | -$2.26万 | 减仓 |
| KLAC | KLA CORP | $79.20万 | 0.17% | 2,625 | 55 | 2.1% | $1.66万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $80.48万 | 0.18% | 2,299 | -395 | -14.7% | -$13.83万 | 减仓 |
| TFC | TRUIST FINL CORP | $80.49万 | 0.18% | 16,157 | -614 | -3.7% | -$3.06万 | 减仓 |
| BCPC | BALCHEM CORP | $80.79万 | 0.18% | 4,782 | -31 | -0.6% | -$5,237 | 减仓 |
| NGG | NATIONAL GRID PLC | $80.98万 | 0.18% | 9,772 | 451 | 4.8% | $3.74万 | 加仓 |
| TMUS | T-MOBILE US INC | $81.25万 | 0.18% | 4,844 | 56 | 1.2% | $9,393 | 加仓 |
| SAN | BANCO SANTANDER SA | $81.48万 | 0.18% | 59,042 | -8,725 | -12.9% | -$12.04万 | 减仓 |
| ADSK | AUTODESK INC | $81.52万 | 0.18% | 4,193 | 82 | 2.0% | $1.59万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $81.81万 | 0.18% | 30,582 | 905 | 3.0% | $2.42万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $81.84万 | 0.18% | 100,173 | -1,766 | -1.7% | -$1.44万 | 减仓 |
| UNP | UNION PAC CORP | $81.87万 | 0.18% | 3,010 | -19 | -0.6% | -$5,168 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $82.52万 | 0.18% | 7,438 | -27 | -0.4% | -$2,995 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $82.70万 | 0.18% | 6,752 | -4 | -0.1% | -$490 | 减仓 |
| YUM | YUM BRANDS INC | $82.82万 | 0.18% | 5,181 | -32 | -0.6% | -$5,116 | 减仓 |
| SO | SOUTHERN CO | $83.67万 | 0.18% | 8,742 | -66 | -0.7% | -$6,317 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $83.96万 | 0.18% | 33,502 | -1,396 | -4.0% | -$3.50万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $84.03万 | 0.18% | 9,574 | -91 | -0.9% | -$7,987 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $84.05万 | 0.18% | 6,640 | -68 | -1.0% | -$8,607 | 减仓 |
| CVX | CHEVRON CORPORATION | $84.16万 | 0.18% | 5,077 | -125 | -2.4% | -$2.07万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $84.36万 | 0.19% | 38,965 | 1,147 | 3.0% | $2.48万 | 加仓 |
| D | DOMINION ENERGY INC | $85.13万 | 0.19% | 12,466 | 16 | 0.1% | $1,093 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $85.46万 | 0.19% | 18,257 | 1,954 | 12.0% | $9.15万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $85.92万 | 0.19% | 71,600 | -1,301 | -1.8% | -$1.56万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.16万 | 0.19% | 7,385 | 84 | 1.2% | $9,800 | 加仓 |
| EOG | EOG RES INC | $86.17万 | 0.19% | 6,642 | -64 | -1.0% | -$8,303 | 减仓 |
| QCOM | QUALCOMM INC | $86.87万 | 0.19% | 4,701 | -60 | -1.3% | -$1.11万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $87.61万 | 0.19% | 4,958 | -44 | -0.9% | -$7,775 | 减仓 |
| EQNR | EQUINOR ASA | $88.01万 | 0.19% | 28,030 | -7,892 | -22.0% | -$24.78万 | 减仓 |
| DE | DEERE & CO | $88.11万 | 0.19% | 1,389 | -9 | -0.6% | -$5,709 | 减仓 |
| TRNO | TERRENO RLTY CORP | $88.26万 | 0.19% | 13,626 | -385 | -2.7% | -$2.49万 | 减仓 |
| TER | TERADYNE INC | $91.11万 | 0.20% | 1,883 | -49 | -2.5% | -$2.37万 | 减仓 |
| MFC | MANULIFE FINL CORP | $91.28万 | 0.20% | 22,532 | -84 | -0.4% | -$3,403 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $91.46万 | 0.20% | 7,277 | 1,475 | 25.4% | $18.54万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $92.40万 | 0.20% | 10,214 | -48 | -0.5% | -$4,342 | 减仓 |
| SPGI | S&P GLOBAL INC | $92.53万 | 0.20% | 2,272 | 26 | 1.2% | $1.06万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $93.77万 | 0.21% | 7,422 | -23 | -0.3% | -$2,906 | 减仓 |
| AMGN | AMGEN INC | $94.01万 | 0.21% | 2,596 | -35 | -1.3% | -$1.27万 | 减仓 |
| USB | US BANCORP | $95.85万 | 0.21% | 15,870 | -115 | -0.7% | -$6,946 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $97.02万 | 0.21% | 41,147 | -40 | -0.1% | -$943 | 减仓 |
| CSX | CSX CORP | $97.34万 | 0.21% | 20,480 | -262 | -1.3% | -$1.25万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $97.41万 | 0.21% | 2,829 | 43 | 1.5% | $1.48万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $97.52万 | 0.21% | 5,047 | -1,686 | -25.0% | -$32.58万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $100.65万 | 0.22% | 172,636 | -1,381 | -0.8% | -$8,051 | 减仓 |
| PGR | PROGRESSIVE CORP | $100.66万 | 0.22% | 4,608 | -42 | -0.9% | -$9,175 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $101.17万 | 0.22% | 4,109 | -53 | -1.3% | -$1.30万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $101.49万 | 0.22% | 23,779 | 1,668 | 7.5% | $7.12万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $101.74万 | 0.22% | 5,227 | -126 | -2.4% | -$2.45万 | 减仓 |
| KO | COCA COLA CO | $102.28万 | 0.22% | 12,585 | -133 | -1.0% | -$1.08万 | 减仓 |
| KB | KB FINL GROUP INC | $105.95万 | 0.23% | 10,094 | -515 | -4.9% | -$5.41万 | 减仓 |
| RTX | RTX CORPORATION | $106.08万 | 0.23% | 5,591 | -19 | -0.3% | -$3,605 | 减仓 |
| HSBC | HSBC HLDGS PLC | $106.44万 | 0.23% | 11,194 | -227 | -2.0% | -$2.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $106.83万 | 0.23% | 3,799 | -31 | -0.8% | -$8,718 | 减仓 |
| RY | ROYAL BK CDA | $107.89万 | 0.24% | 5,213 | -103 | -1.9% | -$2.13万 | 减仓 |
| WELL | WELLTOWER INC | $109.22万 | 0.24% | 4,812 | -173 | -3.5% | -$3.93万 | 减仓 |
| BCS | BARCLAYS PLC | $111.03万 | 0.24% | 41,335 | -642 | -1.5% | -$1.72万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $111.33万 | 0.24% | 17,602 | -1,106 | -5.9% | -$7.00万 | 减仓 |
| CIB | GRUPO CIBEST SA | $111.54万 | 0.24% | 14,043 | -344 | -2.4% | -$2.73万 | 减仓 |
| TPR | TAPESTRY INC | $111.89万 | 0.25% | 7,644 | -236 | -3.0% | -$3.45万 | 减仓 |
| SLB | SLB LIMITED | $113.10万 | 0.25% | 24,328 | -550 | -2.2% | -$2.56万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $113.17万 | 0.25% | 12,265 | 84 | 0.7% | $7,751 | 加仓 |
| ING | ING GROEP N.V. | $116.23万 | 0.26% | 37,040 | -6,099 | -14.1% | -$19.14万 | 减仓 |
| NWG | NATWEST GROUP PLC | $117.03万 | 0.26% | 66,380 | -1,473 | -2.2% | -$2.60万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $118.34万 | 0.26% | 7,235 | -555 | -7.1% | -$9.08万 | 减仓 |