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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $22.57万 | 0.09% | 748 | 8 | 1.1% | $2,414 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.59万 | 0.09% | 544 | -147 | -21.3% | -$6.10万 | 减仓 |
| MBB | ISHARES TR | $22.75万 | 0.09% | 2,407 | 2,340 | 3,492.5% | $22.12万 | 加仓 |
| ETN | EATON CORP PLC | $22.93万 | 0.09% | 538 | 237 | 78.7% | $10.10万 | 加仓 |
| UPRO | PROSHARES TR | $23.24万 | 0.10% | 1,639 | 1,639 | — | $23.24万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $23.81万 | 0.10% | 711 | 289 | 68.5% | $9.68万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.83万 | 0.10% | 410 | 32 | 8.5% | $1.86万 | 加仓 |
| IQLT | ISHARES TR | $23.97万 | 0.10% | 4,838 | 2,689 | 125.1% | $13.32万 | 加仓 |
| IWR | ISHARES TR | $24.33万 | 0.10% | 2,205 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $24.58万 | 0.10% | 9,418 | 6,698 | 246.2% | $17.48万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $25.22万 | 0.10% | 5,064 | 5,059 | 101,180.0% | $25.19万 | 重新持有 |
| — | DOUBLELINE ETF TRUST | $25.76万 | 0.11% | 5,127 | 5,127 | — | $25.76万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $25.98万 | 0.11% | 26,453 | 17,009 | 180.1% | $16.70万 | 加仓 |
| FLNG | FLEX LNG LTD | $26.44万 | 0.11% | 9,421 | 811 | 9.4% | $2.28万 | 加仓 |
| TLT | ISHARES TR | $26.67万 | 0.11% | 3,086 | 1,215 | 64.9% | $10.50万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $26.71万 | 0.11% | 7,907 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $26.95万 | 0.11% | 1,109 | 59 | 5.6% | $1.43万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $27.43万 | 0.11% | 5,423 | 4,443 | 453.4% | $22.47万 | 加仓 |
| SGOV | ISHARES TR | $27.78万 | 0.11% | 2,759 | 1,499 | 119.0% | $15.09万 | 加仓 |
| PWR | QUANTA SVCS INC | $27.87万 | 0.11% | 387 | 2 | 0.5% | $1,440 | 加仓 |
| — | GRANITESHARES ETF TR | $28.03万 | 0.12% | 24,279 | 24,279 | — | $28.03万 | 新建仓 |
| ASML | ASML HLDG NV | $28.05万 | 0.12% | 141 | 67 | 90.5% | $13.33万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $28.17万 | 0.12% | 11,004 | 1,227 | 12.5% | $3.14万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $28.29万 | 0.12% | 13,567 | 525 | 4.0% | $1.09万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $28.74万 | 0.12% | 8,385 | -75 | -0.9% | -$2,570 | 减仓 |
| TQQQ | PROSHARES TR | $28.98万 | 0.12% | 3,578 | 3,558 | 17,790.0% | $28.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.25万 | 0.12% | 585 | 122 | 26.3% | $6.10万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $29.53万 | 0.12% | 11,917 | 11,546 | 3,112.1% | $28.61万 | 加仓 |
| IWM | ISHARES TR | $30.17万 | 0.12% | 1,004 | 20 | 2.0% | $6,009 | 加仓 |
| VOT | VANGUARD INDEX FDS | $30.69万 | 0.13% | 1,002 | 36 | 3.7% | $1.10万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.25万 | 0.13% | 12,176 | -167 | -1.4% | -$4,424 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $33.26万 | 0.14% | 16,194 | 16,194 | — | $33.26万 | 新建仓 |
| — | VOLATILITY SHS TR | $33.31万 | 0.14% | 29,190 | 3,198 | 12.3% | $3.65万 | 加仓 |
| PULS | PGIM ETF TR | $33.33万 | 0.14% | 6,726 | 508 | 8.2% | $2.52万 | 加仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $33.43万 | 0.14% | 64,409 | 6,962 | 12.1% | $3.61万 | 加仓 |
| HGER | HARBOR ETF TRUST | $34.00万 | 0.14% | 11,587 | 11,587 | — | $34.00万 | 新建仓 |
| CALF | PACER FDS TR | $34.54万 | 0.14% | 6,825 | 4,029 | 144.1% | $20.39万 | 加仓 |
| CAIE | CALAMOS ETF TR | $35.60万 | 0.15% | 13,083 | 13,083 | — | $35.60万 | 新建仓 |
| EMXC | ISHARES INC | $36.21万 | 0.15% | 3,539 | 3,539 | — | $36.21万 | 新建仓 |
| CAT | CATERPILLAR INC | $36.28万 | 0.15% | 341 | 242 | 244.4% | $25.75万 | 加仓 |
| RSST | TIDAL TRUST II | $38.90万 | 0.16% | 11,900 | 4,976 | 71.9% | $16.27万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.12万 | 0.16% | 6,554 | 2,451 | 59.7% | $14.63万 | 加仓 |
| META | META PLATFORMS INC | $39.22万 | 0.16% | 696 | 452 | 185.2% | $25.47万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $39.84万 | 0.16% | 11,492 | 93 | 0.8% | $3,224 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $40.23万 | 0.17% | 2,490 | 1,711 | 219.6% | $27.64万 | 加仓 |
| IXC | ISHARES TR | $42.48万 | 0.18% | 8,647 | 8,647 | — | $42.48万 | 新建仓 |
| GEV | GE VERNOVA INC | $43.31万 | 0.18% | 369 | 356 | 2,738.5% | $41.78万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $44.24万 | 0.18% | 11,956 | 8,369 | 233.3% | $30.97万 | 加仓 |
| GOOG | ALPHABET INC | $44.62万 | 0.18% | 1,263 | 235 | 22.9% | $8.30万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $44.83万 | 0.18% | 17,284 | 12,618 | 270.4% | $32.73万 | 加仓 |
| IEMG | ISHARES INC | $44.99万 | 0.19% | 5,430 | 4,110 | 311.4% | $34.05万 | 加仓 |
| EWJ | ISHARES INC | $45.31万 | 0.19% | 4,858 | 4,363 | 881.4% | $40.70万 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $45.50万 | 0.19% | 98,054 | -30,535 | -23.7% | -$14.17万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $46.05万 | 0.19% | 13,833 | 784 | 6.0% | $2.61万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $46.08万 | 0.19% | 7,693 | 3,099 | 67.5% | $18.56万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $46.68万 | 0.19% | 22,164 | 3,783 | 20.6% | $7.97万 | 加仓 |
| VDE | VANGUARD WORLD FD | $47.28万 | 0.19% | 3,150 | 3,150 | — | $47.28万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $47.35万 | 0.20% | 6,646 | 775 | 13.2% | $5.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $47.83万 | 0.20% | 696 | 377 | 118.2% | $25.91万 | 加仓 |
| — | ETF SER SOLUTIONS | $48.20万 | 0.20% | 11,943 | 4,539 | 61.3% | $18.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $50.11万 | 0.21% | 1,531 | 708 | 86.0% | $23.17万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $50.47万 | 0.21% | 2,554 | 274 | 12.0% | $5.41万 | 加仓 |
| SMH | VANECK ETF TRUST | $51.75万 | 0.21% | 789 | 789 | — | $51.75万 | 新建仓 |
| DUOL | DUOLINGO INC | $51.76万 | 0.21% | 4,500 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $52.03万 | 0.21% | 10,848 | 10,471 | 2,777.5% | $50.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $52.19万 | 0.22% | 452 | -120 | -21.0% | -$13.86万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $52.99万 | 0.22% | 21,257 | 1,536 | 7.8% | $3.83万 | 加仓 |
| LLY | ELI LILLY & CO | $53.35万 | 0.22% | 445 | 333 | 297.3% | $39.92万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $55.01万 | 0.23% | 7,493 | 898 | 13.6% | $6.59万 | 加仓 |
| IJR | ISHARES TR | $56.25万 | 0.23% | 3,793 | 1,237 | 48.4% | $18.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.36万 | 0.23% | 755 | 238 | 46.0% | $17.77万 | 加仓 |
| RAVI | FLEXSHARES TR | $56.65万 | 0.23% | 7,511 | 1,623 | 27.6% | $12.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $58.07万 | 0.24% | 1,216 | 378 | 45.1% | $18.05万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $58.41万 | 0.24% | 11,161 | 11,161 | — | $58.41万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.85万 | 0.24% | 629 | 74 | 13.3% | $6.92万 | 加仓 |
| LQD | ISHARES TR | $59.17万 | 0.24% | 5,425 | 5,403 | 24,559.1% | $58.93万 | 加仓 |
| — | ADVISORSHARES TR | $62.81万 | 0.26% | 12,857 | -4,423 | -25.6% | -$21.61万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $64.42万 | 0.27% | 11,463 | -157 | -1.4% | -$8,823 | 减仓 |
| ESGU | ISHARES TR | $66.97万 | 0.28% | 4,092 | 52 | 1.3% | $8,511 | 加仓 |
| MLPX | GLOBAL X FDS | $70.07万 | 0.29% | 9,513 | 9,513 | — | $70.07万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $71.51万 | 0.29% | 16,866 | -28,719 | -63.0% | -$121.77万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $71.85万 | 0.30% | 44,796 | -55,109 | -55.2% | -$88.39万 | 减仓 |
| GOOGL | ALPHABET INC | $72.52万 | 0.30% | 2,029 | 428 | 26.7% | $15.30万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $72.69万 | 0.30% | 14,495 | -10,033 | -40.9% | -$50.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $73.07万 | 0.30% | 1,959 | 505 | 34.7% | $18.84万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $74.20万 | 0.31% | 26,786 | 16,310 | 155.7% | $45.18万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $75.33万 | 0.31% | 32,164 | 7,498 | 30.4% | $17.56万 | 加仓 |
| — | CION INVT CORP | $75.49万 | 0.31% | 121,169 | -86,893 | -41.8% | -$54.13万 | 减仓 |
| GDX | VANECK ETF TRUST | $77.95万 | 0.32% | 10,331 | -266 | -2.5% | -$2.01万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $78.67万 | 0.32% | 6,737 | -3 | -0.0% | -$350 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $78.74万 | 0.32% | 3,701 | 2,629 | 245.2% | $55.93万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $81.69万 | 0.34% | 33,841 | 33,841 | — | $81.69万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $83.25万 | 0.34% | 71,950 | -66,224 | -47.9% | -$76.62万 | 减仓 |
| IEUR | ISHARES TR | $86.32万 | 0.36% | 11,483 | 11,116 | 3,028.9% | $83.56万 | 加仓 |
| AVGO | BROADCOM INC | $90.96万 | 0.37% | 2,408 | 1,471 | 157.0% | $55.57万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $92.25万 | 0.38% | 4,980 | 4,948 | 15,462.5% | $91.66万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $93.18万 | 0.38% | 33,361 | 1,148 | 3.6% | $3.21万 | 加仓 |
| TFI | SPDR SERIES TRUST | $93.51万 | 0.39% | 20,417 | 20,417 | — | $93.51万 | 新建仓 |
| TSLA | TESLA INC | $95.85万 | 0.39% | 2,279 | 469 | 25.9% | $19.72万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $95.90万 | 0.40% | 11,133 | 447 | 4.2% | $3.85万 | 加仓 |