13F 机构持仓

Legacy Wealth Managment, LLC/ID

BOISE ID · SEC CIK 0002045082

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.43亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NEOVOLTA INC 6.4%
SIMPLIFY EXCHA 5.7%
BUFD 3.2%
BUFR 2.9%
BUFQ 2.8%
SCHG 2.6%
STREAMEX CORP 2.3%
FIRST TR EXCHN 2.2%
BIL 2.2%
PERPETUALS.COM 2.1%

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
HD HOME DEPOT INC $00.00%0 -179-100.0% -$5.89万 清仓
OXLC OXFORD LANE CAP CORP $00.00%0 -6,010-100.0% -$5.88万 清仓
CHAT TIDAL TRUST II $00.00%0 -918-100.0% -$5.68万 清仓
— AMPLIFY ETF TR $00.00%0 -961-100.0% -$5.53万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -594-100.0% -$5.52万 清仓
XME SPDR SERIES TRUST $00.00%0 -507-100.0% -$5.48万 清仓
SUSC ISHARES TR $00.00%0 -2,317-100.0% -$5.36万 清仓
FSMB FIRST TR EXCH TRADED FD III $00.00%0 -2,666-100.0% -$5.32万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -219-100.0% -$5.31万 清仓
— CALAMOS ETF TR $00.00%0 -1,911-100.0% -$5.20万 清仓
IGIB ISHARES TR $00.00%0 -972-100.0% -$5.17万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -108-100.0% -$5.11万 清仓
SHYG ISHARES TR $00.00%0 -1,204-100.0% -$5.09万 清仓
DY DYCOM INDS INC $00.00%0 -150-100.0% -$5.08万 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 -46-100.0% -$5.03万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -109-100.0% -$5.02万 清仓
JNK SPDR SERIES TRUST $00.00%0 -524-100.0% -$5.02万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -376-100.0% -$4.92万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -634-100.0% -$4.89万 清仓
JAAA JANUS DETROIT STR TR $00.00%0 -965-100.0% -$4.86万 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -916-100.0% -$4.83万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -3,002-100.0% -$4.77万 清仓
SPTM SPDR SERIES TRUST $00.00%0 -598-100.0% -$4.73万 清仓
EVTR MORGAN STANLEY ETF TRUST $00.00%0 -923-100.0% -$4.68万 清仓
LOW LOWES COS INC $00.00%0 -195-100.0% -$4.61万 清仓
VO VANGUARD INDEX FDS $00.00%0 -640-100.0% -$4.59万 清仓
QUAL ISHARES TR $00.00%0 -238-100.0% -$4.57万 清仓
CVX CHEVRON CORPORATION $00.00%0 -220-100.0% -$4.55万 清仓
JMOM J P MORGAN EXCHANGE TRADED F $00.00%0 -669-100.0% -$4.54万 清仓
MUB ISHARES TR $00.00%0 -424-100.0% -$4.50万 清仓
WFC WELLS FARGO & CO $00.00%0 -565-100.0% -$4.50万 清仓
EOG EOG RES INC $00.00%0 -311-100.0% -$4.50万 清仓
URA GLOBAL X FDS $00.00%0 -923-100.0% -$4.47万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -245-100.0% -$4.47万 清仓
BA BOEING CO $00.00%0 -223-100.0% -$4.44万 清仓
IYJ ISHARES TR $00.00%0 -300-100.0% -$4.43万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -880-100.0% -$4.42万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -1,521-100.0% -$4.37万 清仓
HYMC HYCROFT MINING HOLDING CORP $00.00%0 -1,240-100.0% -$4.36万 清仓
EIPI FIRST TR EXCHNG TRADED FD VI $00.00%0 -1,905-100.0% -$4.28万 清仓
SO SOUTHERN CO $00.00%0 -443-100.0% -$4.28万 清仓
VONV VANGUARD SCOTTSDALE FDS $00.00%0 -445-100.0% -$4.17万 清仓
TMUS T-MOBILE US INC $00.00%0 -198-100.0% -$4.16万 清仓
VLO VALERO ENERGY CORP $00.00%0 -168-100.0% -$4.15万 清仓
MAGS LISTED FDS TR $00.00%0 -714-100.0% -$4.14万 清仓
SDCI USCF ETF TR $00.00%0 -1,516-100.0% -$4.13万 清仓
IYM ISHARES TR $00.00%0 -232-100.0% -$4.08万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -304-100.0% -$3.98万 清仓
SYF SYNCHRONY FINANCIAL $00.00%0 -584-100.0% -$3.97万 清仓
SCIO FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,906-100.0% -$3.93万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -1,680-100.0% -$3.93万 清仓
BMNR BITMINE IMMERSION TECNOLOGIE $00.00%0 -1,966-100.0% -$3.89万 清仓
IDEV ISHARES TR $00.00%0 -462-100.0% -$3.86万 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 -196-100.0% -$3.86万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -245-100.0% -$3.86万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -97-100.0% -$3.80万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -256-100.0% -$3.74万 清仓
DTE DTE ENERGY CO $00.00%0 -255-100.0% -$3.73万 清仓
CGCB CAPITAL GRP FIXED INCM ETF T $00.00%0 -1,419-100.0% -$3.73万 清仓
SPGI S&P GLOBAL INC $00.00%0 -87-100.0% -$3.70万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -700-100.0% -$3.69万 清仓
ABBV ABBVIE INC $00.00%0 -168-100.0% -$3.65万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -60-100.0% -$3.63万 清仓
SPYV SPDR SERIES TRUST $00.00%0 -638-100.0% -$3.61万 清仓
SGDM SPROTT ETF TRUST $00.00%0 -470-100.0% -$3.55万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -648-100.0% -$3.53万 清仓
— MACKENZIE RLTY CAP INC $00.00%0 -9,657-100.0% -$3.52万 清仓
PG PROCTER & GAMBLE CO $00.00%0 -242-100.0% -$3.50万 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 -78-100.0% -$3.48万 清仓
IVLU ISHARES TR $00.00%0 -877-100.0% -$3.48万 清仓
IDA IDACORP INC $00.00%0 -243-100.0% -$3.47万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -686-100.0% -$3.45万 清仓
SLYG SPDR SERIES TRUST $00.00%0 -356-100.0% -$3.44万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -525-100.0% -$3.41万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -2,526-100.0% -$3.32万 清仓
CSX CSX CORP $00.00%0 -805-100.0% -$3.30万 清仓
NREF NEXPOINT REAL ESTATE FIN INC $00.00%0 -2,381-100.0% -$3.21万 清仓
CME CME GROUP INC $00.00%0 -108-100.0% -$3.19万 清仓
BUD ANHEUSER BUSCH INBEV SA NV $00.00%0 -456-100.0% -$3.16万 清仓
OMC OMNICOM GROUP INC $00.00%0 -418-100.0% -$3.15万 清仓
INTF ISHARES TR $00.00%0 -791-100.0% -$3.08万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -309-100.0% -$3.04万 清仓
FDLO FIDELITY COVINGTON TRUST $00.00%0 -469-100.0% -$3.03万 清仓
SPIB SPDR SERIES TRUST $00.00%0 -901-100.0% -$3.02万 清仓
UNM UNUM GROUP $00.00%0 -411-100.0% -$3.00万 清仓
HFRO HIGHLAND OPPS & INCOME FD $00.00%0 -5,237-100.0% -$2.99万 清仓
LUMN LUMEN TECHNOLOGIES INC $00.00%0 -4,275-100.0% -$2.97万 清仓
GDXJ VANECK ETF TRUST $00.00%0 -244-100.0% -$2.93万 清仓
MKC MCCORMICK & CO INC $00.00%0 -580-100.0% -$2.93万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -167-100.0% -$2.92万 清仓
RRC RANGE RES CORP $00.00%0 -642-100.0% -$2.90万 清仓
LIN LINDE PLC $00.00%0 -57-100.0% -$2.83万 清仓
RING ISHARES INC $00.00%0 -355-100.0% -$2.80万 清仓
AMAT APPLIED MATLS INC $00.00%0 -82-100.0% -$2.80万 清仓
F FORD MTR CO $00.00%0 -2,365-100.0% -$2.73万 清仓
ANET ARISTA NETWORKS INC $00.00%0 -222-100.0% -$2.73万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -97-100.0% -$2.71万 清仓
EQX EQUINOX GOLD CORP $00.00%0 -1,829-100.0% -$2.64万 清仓
— GRAYSCALE ETHEREUM STAKING E $00.00%0 -1,499-100.0% -$2.56万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -50-100.0% -$2.46万 清仓