Legacy Wealth Managment, LLC/ID
BOISE ID · SEC CIK 0002045082
$2.43亿2026Q2 申报市值
196持仓数
32.2%前十大占比 · 第一大 6.4%
27 / 876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
SCHG 新建仓+$622.94万
PERPETUALS.COM L 新建仓+$501.15万
BDYN 新建仓+$449.09万
LIXTE BIOTECHNOL 新建仓+$445.70万
BDVL 新建仓+$366.23万
2026Q2 卖出最多 按季末市值估算
SIMPLIFY EXCHANG 减仓-$736.32万
SNDK 减仓-$209.87万
EAGLE POINT CR C 减仓-$205.56万
WDC 减仓-$169.96万
FSK 减仓-$146.09万
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 |
|---|---|---|---|---|---|---|---|---|
| — | WORLD GOLD TR | $0 | 0.00% | 0 | -13,194 | -100.0% | -$122.30万 | 清仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -26,692 | -100.0% | -$54.32万 | 清仓 |
| AGQ | PROSHARES TR II | $0 | 0.00% | 0 | -2,776 | -100.0% | -$33.18万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -2,303 | -100.0% | -$28.74万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -3,083 | -100.0% | -$23.77万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -64,170 | -100.0% | -$23.68万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,006 | -100.0% | -$23.53万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -261 | -100.0% | -$23.37万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,808 | -100.0% | -$19.34万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,964 | -100.0% | -$18.61万 | 清仓 |
| ICOW | PACER FDS TR | $0 | 0.00% | 0 | -4,256 | -100.0% | -$18.06万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,601 | -100.0% | -$17.40万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,389 | -100.0% | -$17.26万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,050 | -100.0% | -$16.07万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -877 | -100.0% | -$16.05万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -1,642 | -100.0% | -$15.70万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -2,434 | -100.0% | -$15.23万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -577 | -100.0% | -$15.11万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -2,949 | -100.0% | -$14.85万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -2,846 | -100.0% | -$14.19万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,038 | -100.0% | -$14.00万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -653 | -100.0% | -$13.79万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -764 | -100.0% | -$13.74万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,419 | -100.0% | -$13.68万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -2,891 | -100.0% | -$13.19万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$13.01万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -750 | -100.0% | -$12.69万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -2,080 | -100.0% | -$12.47万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -2,564 | -100.0% | -$12.32万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,762 | -100.0% | -$11.95万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -372 | -100.0% | -$11.56万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -267 | -100.0% | -$11.54万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -1,236 | -100.0% | -$11.13万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -367 | -100.0% | -$11.09万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -1,330 | -100.0% | -$11.02万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -4,099 | -100.0% | -$10.74万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -625 | -100.0% | -$10.60万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -652 | -100.0% | -$10.41万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -344 | -100.0% | -$10.40万 | 清仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,166 | -100.0% | -$10.36万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -4,504 | -100.0% | -$10.32万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -6,198 | -100.0% | -$10.29万 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -1,793 | -100.0% | -$10.20万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -4,689 | -100.0% | -$10.00万 | 清仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -2,089 | -100.0% | -$9.93万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -238 | -100.0% | -$9.92万 | 清仓 |
| CAPE | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -3,215 | -100.0% | -$9.92万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -1,277 | -100.0% | -$9.86万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -3,334 | -100.0% | -$9.66万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -1,883 | -100.0% | -$9.65万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -1,433 | -100.0% | -$9.46万 | 清仓 |
| ZALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,909 | -100.0% | -$9.44万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -1,371 | -100.0% | -$9.43万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -753 | -100.0% | -$9.42万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -822 | -100.0% | -$9.32万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -2,642 | -100.0% | -$9.28万 | 清仓 |
| DUSB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,813 | -100.0% | -$9.19万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -2,093 | -100.0% | -$8.88万 | 清仓 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -2,801 | -100.0% | -$8.74万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$8.72万 | 清仓 |
| VOTE | TCW ETF TRUST | $0 | 0.00% | 0 | -1,140 | -100.0% | -$8.70万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -591 | -100.0% | -$8.61万 | 清仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $0 | 0.00% | 0 | -4,750 | -100.0% | -$8.47万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -168 | -100.0% | -$8.39万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -698 | -100.0% | -$8.28万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -232 | -100.0% | -$8.27万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -2,271 | -100.0% | -$8.05万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -994 | -100.0% | -$8.05万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -1,747 | -100.0% | -$7.87万 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -1,662 | -100.0% | -$7.75万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -526 | -100.0% | -$7.74万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -3,159 | -100.0% | -$7.65万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -1,252 | -100.0% | -$7.64万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -461 | -100.0% | -$7.62万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -3,576 | -100.0% | -$7.42万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -1,426 | -100.0% | -$7.42万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -205 | -100.0% | -$7.36万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -2,710 | -100.0% | -$7.36万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -645 | -100.0% | -$7.25万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -2,566 | -100.0% | -$7.21万 | 清仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -2,849 | -100.0% | -$7.06万 | 清仓 |
| FMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -1,374 | -100.0% | -$6.96万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -195 | -100.0% | -$6.86万 | 清仓 |
| UJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,602 | -100.0% | -$6.81万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -224 | -100.0% | -$6.76万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -2,589 | -100.0% | -$6.76万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -871 | -100.0% | -$6.76万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -928 | -100.0% | -$6.75万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -742 | -100.0% | -$6.71万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -662 | -100.0% | -$6.66万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -143 | -100.0% | -$6.62万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -859 | -100.0% | -$6.57万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,275 | -100.0% | -$6.37万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -384 | -100.0% | -$6.35万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -223 | -100.0% | -$6.28万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -697 | -100.0% | -$6.17万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -1,319 | -100.0% | -$6.13万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -103 | -100.0% | -$6.11万 | 清仓 |
| COPX | GLOBAL X FDS | $0 | 0.00% | 0 | -799 | -100.0% | -$6.10万 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -2,300 | -100.0% | -$6.06万 | 清仓 |