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 |
|---|---|---|---|---|---|---|---|---|
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -200,203 | -100.0% | -$158.96万 | 清仓 |
| E | ENI SPA | $0 | 0.00% | 0 | -23,861 | -100.0% | -$135.08万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -29,682 | -100.0% | -$121.07万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -7,084 | -100.0% | -$120.19万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -3,996 | -100.0% | -$112.56万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -1,229 | -100.0% | -$89.75万 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC | $0 | 0.00% | 0 | -7,769 | -100.0% | -$84.81万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -1,981 | -100.0% | -$67.05万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -27,002 | -100.0% | -$50.98万 | 清仓 |
| ZLAB | ZAI LAB LTD | $0 | 0.00% | 0 | -24,925 | -100.0% | -$46.88万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -14,975 | -100.0% | -$43.98万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$39.40万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -2,077 | -100.0% | -$29.83万 | 清仓 |
| ICHR | ICHOR HOLDINGS | $0 | 0.00% | 0 | -6,269 | -100.0% | -$29.22万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -2,034 | -100.0% | -$28.14万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,699 | -100.0% | -$25.41万 | 清仓 |
| DIOD | DIODES INC | $0 | 0.00% | 0 | -3,637 | -100.0% | -$24.83万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -3,021 | -100.0% | -$24.56万 | 清仓 |
| SUI | SUN CMNTYS INC | $0 | 0.00% | 0 | -1,933 | -100.0% | -$24.35万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -3,337 | -100.0% | -$23.06万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,119 | -100.0% | -$22.87万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -3,313 | -100.0% | -$22.30万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -3,504 | -100.0% | -$21.87万 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $0 | 0.00% | 0 | -5,012 | -100.0% | -$20.76万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -11,121 | -100.0% | -$12.04万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $17.37万 | 0.04% | 10,408 | 10,408 | — | $17.37万 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $17.68万 | 0.04% | 13,203 | -1,178 | -8.2% | -$1.58万 | 减仓 |
| QXO | QXO INC | $18.68万 | 0.04% | 10,813 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $20.01万 | 0.04% | 7,595 | 7,595 | — | $20.01万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $20.02万 | 0.04% | 871 | -12 | -1.4% | -$2,758 | 减仓 |
| KRMN | KARMAN HLDGS INC | $20.03万 | 0.04% | 4,013 | 976 | 32.1% | $4.87万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $20.26万 | 0.04% | 1,576 | 1,576 | — | $20.26万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $20.42万 | 0.04% | 6,370 | -1,348 | -17.5% | -$4.32万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $20.54万 | 0.05% | 2,464 | -451 | -15.5% | -$3.76万 | 减仓 |
| SYK | STRYKER CORPORATION | $20.59万 | 0.05% | 654 | 3 | 0.5% | $945 | 加仓 |
| — | GATES INDL CORP PLC | $20.65万 | 0.05% | 7,382 | 7,382 | — | $20.65万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $20.79万 | 0.05% | 2,551 | 22 | 0.9% | $1,793 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $20.87万 | 0.05% | 5,760 | -368 | -6.0% | -$1.33万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $20.94万 | 0.05% | 3,416 | -103 | -2.9% | -$6,315 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $21.06万 | 0.05% | 2,941 | -319 | -9.8% | -$2.28万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $21.17万 | 0.05% | 1,885 | 1,885 | — | $21.17万 | 新建仓 |
| GM | GENERAL MTRS CO | $21.19万 | 0.05% | 2,749 | -5 | -0.2% | -$385 | 减仓 |
| AVNT | AVIENT CORPORATION | $21.24万 | 0.05% | 5,748 | -276 | -4.6% | -$1.02万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $21.48万 | 0.05% | 1,831 | -362 | -16.5% | -$4.25万 | 减仓 |
| ORCL | ORACLE CORP | $21.63万 | 0.05% | 1,476 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $21.70万 | 0.05% | 5,129 | 5,129 | — | $21.70万 | 新建仓 |
| HUBG | HUB GROUP INC | $21.85万 | 0.05% | 4,989 | -73 | -1.4% | -$3,197 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $21.95万 | 0.05% | 729 | -19 | -2.5% | -$5,720 | 减仓 |
| KWR | QUAKER HOUGHTON | $22.08万 | 0.05% | 1,390 | -220 | -13.7% | -$3.50万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $22.10万 | 0.05% | 8,531 | -1,416 | -14.2% | -$3.67万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $22.13万 | 0.05% | 2,368 | 65 | 2.8% | $6,074 | 加仓 |
| FNB | F N B CORP | $22.13万 | 0.05% | 11,599 | -2,056 | -15.1% | -$3.92万 | 减仓 |
| RNST | RENASANT CORP | $22.24万 | 0.05% | 5,228 | -759 | -12.7% | -$3.23万 | 减仓 |
| CPRT | COPART INC | $22.42万 | 0.05% | 7,954 | 7,954 | — | $22.42万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.55万 | 0.05% | 241 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $22.61万 | 0.05% | 5,839 | -30 | -0.5% | -$1,162 | 减仓 |
| ADC | AGREE RLTY CORP | $22.87万 | 0.05% | 3,019 | -61 | -2.0% | -$4,620 | 减仓 |
| GMED | GLOBUS MED INC | $23.38万 | 0.05% | 2,959 | 2,959 | — | $23.38万 | 新建仓 |
| DUOL | DUOLINGO INC | $23.45万 | 0.05% | 2,039 | -28 | -1.4% | -$3,221 | 减仓 |
| — | AVALONBAY CMNTYS INC | $23.45万 | 0.05% | 1,243 | 1,243 | — | $23.45万 | 新建仓 |
| BBY | BEST BUY INC | $23.51万 | 0.05% | 3,098 | 0 | 0.0% | — | 重新持有 |
| ELAN | ELANCO ANIMAL HEALTH INC | $23.63万 | 0.05% | 9,602 | -300 | -3.0% | -$7,383 | 减仓 |
| PSA | PUBLIC STORAGE | $24.41万 | 0.05% | 767 | -11 | -1.4% | -$3,501 | 减仓 |
| TOST | TOAST INC | $24.73万 | 0.05% | 8,890 | -248 | -2.7% | -$6,899 | 减仓 |
| FLS | FLOWSERVE CORP | $24.93万 | 0.05% | 3,361 | 3,361 | — | $24.93万 | 新建仓 |
| MTRN | MATERION CORP | $25.01万 | 0.05% | 841 | 841 | — | $25.01万 | 新建仓 |
| NOMD | NOMAD FOODS LTD | $25.20万 | 0.06% | 23,017 | -4,588 | -16.6% | -$5.02万 | 减仓 |
| CNS | COHEN & STEERS INC | $25.42万 | 0.06% | 3,338 | 3,338 | — | $25.42万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $25.54万 | 0.06% | 1,592 | -757 | -32.2% | -$12.14万 | 减仓 |
| IDXX | IDEXX LABS INC | $25.69万 | 0.06% | 488 | 112 | 29.8% | $5.90万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $25.85万 | 0.06% | 5,928 | 5,928 | — | $25.85万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $25.99万 | 0.06% | 6,685 | -49 | -0.7% | -$1,905 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $26.09万 | 0.06% | 3,394 | -66 | -1.9% | -$5,074 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $26.75万 | 0.06% | 5,350 | 5,350 | — | $26.75万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.21万 | 0.06% | 3,819 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $27.37万 | 0.06% | 1,649 | 1,649 | — | $27.37万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $27.83万 | 0.06% | 988 | 988 | — | $27.83万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $28.39万 | 0.06% | 2,926 | 2,926 | — | $28.39万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $29.00万 | 0.06% | 2,728 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $29.04万 | 0.06% | 3,642 | 874 | 31.6% | $6.97万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $29.13万 | 0.06% | 999 | -31 | -3.0% | -$9,039 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.39万 | 0.06% | 2,023 | -92 | -4.3% | -$1.34万 | 减仓 |
| WPP | WPP PLC NEW | $29.41万 | 0.06% | 18,988 | 1,146 | 6.4% | $1.78万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $29.45万 | 0.06% | 3,763 | -64 | -1.7% | -$5,009 | 减仓 |
| WINA | WINMARK CORP | $29.49万 | 0.06% | 697 | 697 | — | $29.49万 | 新建仓 |
| VVV | VALVOLINE INC | $29.75万 | 0.07% | 7,524 | -405 | -5.1% | -$1.60万 | 减仓 |
| FISV | FISERV INC | $30.33万 | 0.07% | 6,184 | 195 | 3.3% | $9,565 | 加仓 |
| TWLO | TWILIO INC | $30.64万 | 0.07% | 1,485 | 1,485 | — | $30.64万 | 新建仓 |
| ECL | ECOLAB INC | $30.97万 | 0.07% | 1,112 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $31.00万 | 0.07% | 5,004 | -817 | -14.0% | -$5.06万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $31.17万 | 0.07% | 6,536 | 1 | 0.0% | $48 | 加仓 |
| DHI | D R HORTON INC | $31.75万 | 0.07% | 1,949 | -68 | -3.4% | -$1.11万 | 减仓 |
| EFG | ISHARES TR | $32.19万 | 0.07% | 2,587 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $32.21万 | 0.07% | 1,600 | -50 | -3.0% | -$1.01万 | 减仓 |
| META | META PLATFORMS INC | $32.39万 | 0.07% | 575 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $32.52万 | 0.07% | 2,354 | 2,354 | — | $32.52万 | 新建仓 |
| BRKR | BRUKER CORP | $33.66万 | 0.07% | 5,594 | -30 | -0.5% | -$1,805 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $34.31万 | 0.08% | 1,552 | 1,552 | — | $34.31万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $34.39万 | 0.08% | 1,878 | -2,061 | -52.3% | -$37.74万 | 减仓 |
| NICE | NICE LTD | $34.49万 | 0.08% | 3,796 | 89 | 2.4% | $8,086 | 加仓 |