Legacy Wealth Managment, LLC/ID
BOISE ID · SEC CIK 0002045082
$2.01亿2026Q1 申报市值
1,043持仓数
41.5%前十大占比 · 第一大 10.1%
155 / 40新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SIMPLIFY EXCHANG 加仓+$528.41万
QQQM 加仓+$206.04万
WDC 加仓+$199.51万
ALOY 新建仓+$193.92万
SNDK 新建仓+$156.04万
2026Q1 卖出最多 按季末市值估算
ICSH 减仓-$441.19万
ORCL 减仓-$332.53万
FTGS 减仓-$249.00万
UCON 减仓-$110.90万
NEOVOLTA INC 减仓-$105.97万
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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $9.77万 | 0.05% | 74 | 2 | 2.8% | $2,642 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $9.86万 | 0.05% | 1,277 | 108 | 9.2% | $8,335 | 加仓 |
| IEFA | ISHARES TR | $9.89万 | 0.05% | 1,093 | 0 | 0.0% | — | 不变 |
| CAPE | DOUBLELINE ETF TRUST | $9.92万 | 0.05% | 3,215 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $9.92万 | 0.05% | 238 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $9.93万 | 0.05% | 2,089 | 212 | 11.3% | $1.01万 | 加仓 |
| IQLT | ISHARES TR | $9.93万 | 0.05% | 2,149 | 2,149 | — | $9.93万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $10.00万 | 0.05% | 4,689 | -3,546 | -43.1% | -$7.56万 | 减仓 |
| CMF | ISHARES TR | $10.20万 | 0.05% | 1,793 | 191 | 11.9% | $1.09万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $10.29万 | 0.05% | 6,198 | -2,424 | -28.1% | -$4.03万 | 减仓 |
| LLY | ELI LILLY & CO | $10.30万 | 0.05% | 112 | 13 | 13.1% | $1.20万 | 加仓 |
| GOVT | ISHARES TR | $10.32万 | 0.05% | 4,504 | -41 | -0.9% | -$939 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $10.36万 | 0.05% | 2,166 | 1,268 | 141.2% | $6.06万 | 加仓 |
| V | VISA INC | $10.40万 | 0.05% | 344 | -23 | -6.3% | -$6,953 | 减仓 |
| TJX | TJX COS INC NEW | $10.41万 | 0.05% | 652 | 61 | 10.3% | $9,743 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $10.57万 | 0.05% | 422 | 75 | 21.6% | $1.88万 | 加仓 |
| — | EXXON MOBIL CORP | $10.60万 | 0.05% | 625 | -2,068 | -76.8% | -$35.08万 | 减仓 |
| PYLD | PIMCO ETF TR | $10.74万 | 0.05% | 4,099 | 2,529 | 161.1% | $6.63万 | 加仓 |
| ETN | EATON CORP PLC | $10.77万 | 0.05% | 301 | 9 | 3.1% | $3,219 | 加仓 |
| KLAC | KLA CORP | $10.90万 | 0.05% | 74 | 10 | 15.6% | $1.47万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $11.02万 | 0.05% | 1,330 | 1,299 | 4,190.3% | $10.76万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $11.09万 | 0.06% | 367 | 10 | 2.8% | $3,023 | 加仓 |
| SIL | GLOBAL X FDS | $11.13万 | 0.06% | 1,236 | 720 | 139.5% | $6.49万 | 加仓 |
| INTU | INTUIT | $11.54万 | 0.06% | 267 | 25 | 10.3% | $1.08万 | 加仓 |
| MCD | MCDONALDS CORP | $11.56万 | 0.06% | 372 | 37 | 11.0% | $1.15万 | 加仓 |
| MTUM | ISHARES TR | $11.81万 | 0.06% | 492 | -7 | -1.4% | -$1,680 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $11.95万 | 0.06% | 4,762 | 2,652 | 125.7% | $6.66万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $12.21万 | 0.06% | 3,587 | -73,136 | -95.3% | -$249.00万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $12.32万 | 0.06% | 2,564 | 474 | 22.7% | $2.28万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $12.47万 | 0.06% | 2,080 | 236 | 12.8% | $1.42万 | 加仓 |
| CALF | PACER FDS TR | $12.54万 | 0.06% | 2,796 | 25 | 0.9% | $1,122 | 加仓 |
| SGOV | ISHARES TR | $12.68万 | 0.06% | 1,260 | -1,229 | -49.4% | -$12.37万 | 重新持有 |
| CTAS | CINTAS CORP | $12.69万 | 0.06% | 750 | 22 | 3.0% | $3,721 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $12.75万 | 0.06% | 9,444 | -5,655 | -37.5% | -$7.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $13.01万 | 0.06% | 200 | 200 | — | $13.01万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $13.19万 | 0.07% | 2,891 | 2,891 | — | $13.19万 | 新建仓 |
| DIS | DISNEY WALT CO | $13.68万 | 0.07% | 1,419 | 195 | 15.9% | $1.88万 | 加仓 |
| VOX | VANGUARD WORLD FD | $13.74万 | 0.07% | 764 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $13.79万 | 0.07% | 653 | -59 | -8.3% | -$1.25万 | 减仓 |
| BIZD | VANECK ETF TRUST | $13.84万 | 0.07% | 10,814 | 10,814 | — | $13.84万 | 新建仓 |
| TFLO | ISHARES TR | $13.89万 | 0.07% | 2,744 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $13.98万 | 0.07% | 244 | 32 | 15.1% | $1.83万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $14.00万 | 0.07% | 3,038 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $14.10万 | 0.07% | 4,666 | 4,666 | — | $14.10万 | 新建仓 |
| TBIL | RBB FD INC | $14.19万 | 0.07% | 2,846 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $14.35万 | 0.07% | 1,009 | 1,003 | 16,716.7% | $14.26万 | 加仓 |
| USFR | WISDOMTREE TR | $14.85万 | 0.07% | 2,949 | 12 | 0.4% | $604 | 加仓 |
| VB | VANGUARD INDEX FDS | $15.11万 | 0.08% | 577 | -107 | -15.6% | -$2.80万 | 减仓 |
| COWZ | PACER FDS TR | $15.23万 | 0.08% | 2,434 | 32 | 1.3% | $2,002 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $15.37万 | 0.08% | 1,156 | 296 | 34.4% | $3.93万 | 加仓 |
| ESGD | ISHARES TR | $15.70万 | 0.08% | 1,642 | 90 | 5.8% | $8,606 | 加仓 |
| AVAV | AEROVIRONMENT INC | $16.05万 | 0.08% | 877 | 877 | — | $16.05万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $16.07万 | 0.08% | 2,050 | 306 | 17.5% | $2.40万 | 加仓 |
| TLT | ISHARES TR | $16.22万 | 0.08% | 1,871 | 1,832 | 4,697.4% | $15.88万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $16.81万 | 0.08% | 8,249 | 8,249 | — | $16.81万 | 新建仓 |
| WMT | WALMART INC | $17.26万 | 0.09% | 1,389 | 122 | 9.6% | $1.52万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $17.40万 | 0.09% | 6,601 | 6,601 | — | $17.40万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $17.99万 | 0.09% | 3,940 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $18.04万 | 0.09% | 423 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $18.06万 | 0.09% | 4,256 | 58 | 1.4% | $2,462 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $18.61万 | 0.09% | 3,964 | 159 | 4.2% | $7,465 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $18.69万 | 0.09% | 691 | -63 | -8.4% | -$1.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $19.06万 | 0.09% | 319 | 230 | 258.4% | $13.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $19.32万 | 0.10% | 572 | 201 | 54.2% | $6.79万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $19.34万 | 0.10% | 5,808 | -325 | -5.3% | -$1.08万 | 减仓 |
| RSST | TIDAL TRUST II | $19.58万 | 0.10% | 6,924 | -30 | -0.4% | -$848 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.57万 | 0.10% | 1,072 | 1,062 | 10,620.0% | $20.38万 | 加仓 |
| PWR | QUANTA SVCS INC | $21.14万 | 0.11% | 385 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $21.27万 | 0.11% | 17,003 | 36 | 0.2% | $450 | 加仓 |
| IWR | ISHARES TR | $21.44万 | 0.11% | 2,205 | 945 | 75.0% | $9.19万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.18万 | 0.11% | 4,103 | 2,469 | 151.1% | $13.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.19万 | 0.11% | 463 | -134 | -22.4% | -$6.42万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.81万 | 0.11% | 1,050 | -22 | -2.1% | -$4,780 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $23.37万 | 0.12% | 261 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $23.53万 | 0.12% | 5,006 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $23.66万 | 0.12% | 11,399 | 11,399 | — | $23.66万 | 新建仓 |
| — | PROSHARES TR | $23.68万 | 0.12% | 64,170 | 10,325 | 19.2% | $3.81万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $23.77万 | 0.12% | 3,083 | 2,033 | 193.6% | $15.68万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $23.99万 | 0.12% | 9,777 | 1,489 | 18.0% | $3.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $24.20万 | 0.12% | 823 | 96 | 13.2% | $2.82万 | 加仓 |
| IWM | ISHARES TR | $24.40万 | 0.12% | 984 | 339 | 52.6% | $8.41万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $24.71万 | 0.12% | 7,907 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $24.86万 | 0.12% | 966 | 19 | 2.0% | $4,890 | 加仓 |
| — | FRANKLIN XRP TRUST | $25.43万 | 0.13% | 17,433 | 17,433 | — | $25.43万 | 新建仓 |
| FLNG | FLEX LNG LTD | $25.58万 | 0.13% | 8,610 | 825 | 10.6% | $2.45万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.93万 | 0.13% | 10,476 | 10,476 | — | $25.93万 | 新建仓 |
| DSTL | ETF SER SOLUTIONS | $26.59万 | 0.13% | 4,594 | -140 | -3.0% | -$8,103 | 减仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $26.83万 | 0.13% | 57,447 | -19,508 | -25.3% | -$9.11万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $27.34万 | 0.14% | 13,042 | 7,562 | 138.0% | $15.85万 | 加仓 |
| — | ETF SER SOLUTIONS | $27.71万 | 0.14% | 7,404 | -235 | -3.1% | -$8,794 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $28.31万 | 0.14% | 8,460 | 5,442 | 180.3% | $18.21万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.32万 | 0.14% | 838 | 85 | 11.3% | $2.87万 | 加仓 |
| MSTR | STRATEGY INC | $28.74万 | 0.14% | 2,303 | 875 | 61.3% | $10.92万 | 加仓 |
| AVGO | BROADCOM INC | $29.01万 | 0.14% | 937 | 139 | 17.4% | $4.30万 | 加仓 |
| GOOG | ALPHABET INC | $29.48万 | 0.15% | 1,028 | -251 | -19.6% | -$7.20万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.65万 | 0.15% | 12,343 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $30.78万 | 0.15% | 6,218 | -9,462 | -60.3% | -$46.84万 | 减仓 |
| IJR | ISHARES TR | $31.78万 | 0.16% | 2,556 | 1,172 | 84.7% | $14.57万 | 加仓 |
| AGQ | PROSHARES TR II | $33.18万 | 0.16% | 2,776 | 2,776 | — | $33.18万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.59万 | 0.17% | 517 | 169 | 48.6% | $10.98万 | 加仓 |