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 |
|---|---|---|---|---|---|---|---|---|
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $118.36万 | 0.26% | 15,986 | -669 | -4.0% | -$4.95万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $118.55万 | 0.26% | 2,981 | 58 | 2.0% | $2.31万 | 加仓 |
| BA | BOEING CO | $118.93万 | 0.26% | 5,494 | -116 | -2.1% | -$2.51万 | 减仓 |
| ADBE | ADOBE INC | $119.94万 | 0.26% | 5,850 | 206 | 3.6% | $4.22万 | 加仓 |
| PLD | PROLOGIS INC. | $119.95万 | 0.26% | 8,854 | 460 | 5.5% | $6.23万 | 加仓 |
| EVR | EVERCORE INC | $120.22万 | 0.26% | 3,521 | -150 | -4.1% | -$5.12万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $120.42万 | 0.26% | 7,150 | 100 | 1.4% | $1.68万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $122.77万 | 0.27% | 21,837 | -2,352 | -9.7% | -$13.22万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $123.81万 | 0.27% | 14,861 | -19,794 | -57.1% | -$164.90万 | 减仓 |
| MCD | MCDONALDS CORP | $125.18万 | 0.27% | 4,631 | 26 | 0.6% | $7,028 | 加仓 |
| BAP | CREDICORP LTD | $128.60万 | 0.28% | 3,301 | -90 | -2.7% | -$3.51万 | 减仓 |
| BZ | KANZHUN LIMITED | $130.54万 | 0.29% | 101,431 | 1,486 | 1.5% | $1.91万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $130.75万 | 0.29% | 21,712 | -777 | -3.5% | -$4.68万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $132.75万 | 0.29% | 15,792 | -1,683 | -9.6% | -$14.15万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $132.80万 | 0.29% | 25,736 | -15,113 | -37.0% | -$77.98万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $132.94万 | 0.29% | 3,542 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $132.96万 | 0.29% | 10,800 | 1,377 | 14.6% | $16.95万 | 加仓 |
| EMBJ | EMBRAER S.A. | $133.01万 | 0.29% | 20,848 | 762 | 3.8% | $4.86万 | 加仓 |
| ROST | ROSS STORES INC | $134.22万 | 0.29% | 6,306 | -324 | -4.9% | -$6.90万 | 减仓 |
| NOW | SERVICENOW INC | $135.58万 | 0.30% | 13,656 | 507 | 3.9% | $5.03万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $135.79万 | 0.30% | 7,993 | 11 | 0.1% | $1,869 | 加仓 |
| LFUS | LITTELFUSE INC | $136.83万 | 0.30% | 3,005 | -610 | -16.9% | -$27.78万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $137.01万 | 0.30% | 13,555 | -357 | -2.6% | -$3.61万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $138.42万 | 0.30% | 9,572 | -125 | -1.3% | -$1.81万 | 减仓 |
| CHE | CHEMED CORP NEW | $142.33万 | 0.31% | 3,056 | 626 | 25.8% | $29.16万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $145.03万 | 0.32% | 27,811 | -551 | -1.9% | -$2.87万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $145.33万 | 0.32% | 31,416 | 5,905 | 23.1% | $27.32万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $146.04万 | 0.32% | 35,732 | -233 | -0.6% | -$9,523 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $147.03万 | 0.32% | 2,302 | 22 | 1.0% | $1.41万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $149.87万 | 0.33% | 4,496 | 2,158 | 92.3% | $71.93万 | 加仓 |
| TJX | TJX COS INC NEW | $152.08万 | 0.33% | 10,038 | -91 | -0.9% | -$1.38万 | 减仓 |
| CSCO | CISCO SYS INC | $156.07万 | 0.34% | 13,287 | -547 | -4.0% | -$6.43万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $156.96万 | 0.34% | 12,216 | -296 | -2.4% | -$3.80万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $158.00万 | 0.35% | 7,837 | 52 | 0.7% | $1.05万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $158.12万 | 0.35% | 7,070 | -631 | -8.2% | -$14.11万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $160.63万 | 0.35% | 29,110 | 1,382 | 5.0% | $7.63万 | 加仓 |
| SNPS | SYNOPSYS INC | $161.61万 | 0.35% | 3,623 | 51 | 1.4% | $2.27万 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $168.36万 | 0.37% | 125,360 | -6,401 | -4.9% | -$8.60万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $169.03万 | 0.37% | 62,348 | -136 | -0.2% | -$3,687 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $170.69万 | 0.37% | 7,622 | 200 | 2.7% | $4.48万 | 加仓 |
| CB | CHUBB LIMITED | $171.97万 | 0.38% | 5,047 | 4 | 0.1% | $1,363 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $172.25万 | 0.38% | 1,785 | -75 | -4.0% | -$7.24万 | 减仓 |
| SHY | ISHARES TR | $173.21万 | 0.38% | 21,095 | 580 | 2.8% | $4.76万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $173.73万 | 0.38% | 29,851 | 2,192 | 7.9% | $12.76万 | 加仓 |
| NPO | ENPRO INC | $175.23万 | 0.38% | 4,649 | -159 | -3.3% | -$5.99万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $175.26万 | 0.38% | 9,833 | 533 | 5.7% | $9.50万 | 加仓 |
| SNDK | SANDISK CORP | $175.53万 | 0.39% | 772 | 12 | 1.6% | $2.73万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $176.89万 | 0.39% | 6,405 | -144 | -2.2% | -$3.98万 | 减仓 |
| HPQ | HP INC | $177.24万 | 0.39% | 80,784 | 491 | 0.6% | $1.08万 | 加仓 |
| APH | AMPHENOL CORP | $182.74万 | 0.40% | 10,364 | -121 | -1.2% | -$2.13万 | 减仓 |
| MDT | MEDTRONIC PLC | $186.06万 | 0.41% | 23,784 | -29 | -0.1% | -$2,269 | 减仓 |
| BLK | BLACKROCK INC | $190.30万 | 0.42% | 1,979 | 14 | 0.7% | $1.35万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $197.88万 | 0.43% | 177,468 | 75,491 | 74.0% | $84.17万 | 加仓 |
| IBN | ICICI BANK LIMITED | $201.16万 | 0.44% | 69,294 | -2,209 | -3.1% | -$6.41万 | 减仓 |
| SGOL | ETFS GOLD TR | $205.10万 | 0.45% | 53,649 | -605 | -1.1% | -$2.31万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $206.57万 | 0.45% | 22,431 | 61 | 0.3% | $5,617 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $207.65万 | 0.46% | 2,721 | -45 | -1.6% | -$3.43万 | 减仓 |
| ALC | ALCON AG | $208.70万 | 0.46% | 31,103 | -1,914 | -5.8% | -$12.84万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $209.96万 | 0.46% | 13,098 | 1,932 | 17.3% | $30.97万 | 加仓 |
| EQIX | EQUINIX INC | $212.65万 | 0.47% | 2,040 | -28 | -1.4% | -$2.92万 | 减仓 |
| USFR | WISDOMTREE TR | $212.74万 | 0.47% | 42,252 | 18 | 0.0% | $906 | 加仓 |
| V | VISA INC | $219.96万 | 0.48% | 6,411 | 35 | 0.5% | $1.20万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $222.01万 | 0.49% | 16,892 | 12,078 | 250.9% | $158.74万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $222.18万 | 0.49% | 81,715 | 9,938 | 13.8% | $27.02万 | 加仓 |
| SAP | SAP SE | $222.41万 | 0.49% | 14,432 | 92 | 0.6% | $1.42万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $225.45万 | 0.49% | 24,591 | 177 | 0.7% | $1.62万 | 加仓 |
| TTE | TOTALENERGIES SE | $234.55万 | 0.51% | 30,163 | 9,507 | 46.0% | $73.93万 | 加仓 |
| AON | AON PLC | $249.56万 | 0.55% | 7,524 | 54 | 0.7% | $1.79万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $250.06万 | 0.55% | 3,300 | -438 | -11.7% | -$33.19万 | 减仓 |
| LLY | ELI LILLY & CO | $250.81万 | 0.55% | 2,091 | -19 | -0.9% | -$2.28万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $251.04万 | 0.55% | 55,149 | -311 | -0.6% | -$1.42万 | 减仓 |
| MMM | 3M CO | $255.48万 | 0.56% | 15,779 | 3,826 | 32.0% | $61.95万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $256.75万 | 0.56% | 160,171 | -5,632 | -3.4% | -$9.03万 | 减仓 |
| UBS | UBS GROUP AG | $257.41万 | 0.56% | 51,940 | -628 | -1.2% | -$3.11万 | 减仓 |
| STM | STMICROELECTRONICS N V | $259.22万 | 0.57% | 34,613 | 167 | 0.5% | $1.25万 | 加仓 |
| CAT | CATERPILLAR INC | $260.90万 | 0.57% | 2,450 | -139 | -5.4% | -$14.80万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $263.77万 | 0.58% | 151,505 | 151,505 | — | $263.77万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $266.14万 | 0.58% | 15,966 | 6,470 | 68.1% | $107.85万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $272.56万 | 0.60% | 27,237 | 1,455 | 5.6% | $14.56万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $274.52万 | 0.60% | 138,018 | -884 | -0.6% | -$1.76万 | 减仓 |
| GMAB | GENMAB A/S | $280.64万 | 0.62% | 102,164 | 63,484 | 164.1% | $174.39万 | 加仓 |
| HDB | HDFC BANK LTD | $287.61万 | 0.63% | 111,349 | 31,778 | 39.9% | $82.08万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $300.71万 | 0.66% | 25,219 | -104 | -0.4% | -$1.24万 | 减仓 |
| RBA | RB GLOBAL INC | $306.76万 | 0.67% | 26,343 | 14,755 | 127.3% | $171.82万 | 加仓 |
| ADI | ANALOG DEVICES INC | $316.54万 | 0.69% | 7,970 | -334 | -4.0% | -$13.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $321.62万 | 0.71% | 10,790 | -537 | -4.7% | -$16.01万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $385.76万 | 0.85% | 11,312 | -241 | -2.1% | -$8.22万 | 减仓 |
| LIN | LINDE PLC | $403.89万 | 0.89% | 7,783 | 8 | 0.1% | $4,152 | 加仓 |
| ASML | ASML HLDG NV | $414.80万 | 0.91% | 2,085 | -197 | -8.6% | -$39.19万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $439.20万 | 0.96% | 184,769 | 14,223 | 8.3% | $33.81万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $443.81万 | 0.97% | 9,293 | -433 | -4.5% | -$20.68万 | 减仓 |
| — | UBS AG LONDON BRANCH | $542.88万 | 1.19% | 166,719 | -6,129 | -3.5% | -$19.96万 | 减仓 |
| AAPL | APPLE INC | $549.45万 | 1.21% | 18,988 | -1,671 | -8.1% | -$48.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $582.12万 | 1.28% | 29,093 | -181 | -0.6% | -$3.62万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $609.15万 | 1.34% | 135,007 | -25,596 | -15.9% | -$115.49万 | 减仓 |
| AVGO | BROADCOM INC | $628.01万 | 1.38% | 16,625 | -269 | -1.6% | -$10.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $633.42万 | 1.39% | 10,904 | -1,655 | -13.2% | -$96.14万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $647.15万 | 1.42% | 14,934 | -3,081 | -17.1% | -$133.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $765.41万 | 1.68% | 6,631 | -691 | -9.4% | -$79.76万 | 减仓 |
| ESUM | STRATEGY SHS | $800.35万 | 1.76% | 261,253 | 10,998 | 4.4% | $33.69万 | 加仓 |