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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $920 | 0.00% | 54 | 54 | — | $920 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $924 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $925 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY ETF TR | $931 | 0.00% | 23 | 23 | — | $931 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $936 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $965 | 0.00% | 28 | 28 | — | $965 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $966 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $966 | 0.00% | 56 | 56 | — | $966 | 新建仓 |
| PSN | PARSONS CORP DEL | $976 | 0.00% | 18 | -20 | -52.6% | -$1,084 | 减仓 |
| PLUS | EPLUS INC | $979 | 0.00% | 13 | -7 | -35.0% | -$527 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $982 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $988 | 0.00% | 121 | -29 | -19.3% | -$237 | 减仓 |
| MUSA | MURPHY USA INC | $988 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $991 | 0.00% | 40 | -64 | -61.5% | -$1,586 | 减仓 |
| PAYX | PAYCHEX INC | $1,014 | 0.00% | 11 | 11 | — | $1,014 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,042 | 0.00% | 28 | 28 | — | $1,042 | 新建仓 |
| — | BENEFICIENT | $1,050 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $1,055 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,063 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $1,071 | 0.00% | 21 | 10 | 90.9% | $510 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,083 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $1,084 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $1,084 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1,088 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $1,091 | 0.00% | 1 | 1 | — | $1,091 | 新建仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $1,105 | 0.00% | 100 | 50 | 100.0% | $552 | 加仓 |
| — | ROUNDHILL ETF TRUST | $1,115 | 0.00% | 41 | 5 | 13.9% | $136 | 加仓 |
| DE | DEERE & CO | $1,127 | 0.00% | 2 | 1 | 100.0% | $564 | 加仓 |
| AUR | AURORA INNOVATION INC | $1,133 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $1,146 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $1,162 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1,170 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $1,175 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $1,176 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1,178 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD | $1,188 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN ETHEREUM TR | $1,193 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $1,194 | 0.00% | 13 | -28 | -68.3% | -$2,572 | 减仓 |
| BLOK | AMPLIFY ETF TR | $1,196 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $1,200 | 0.00% | 27 | 27 | — | $1,200 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $1,202 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $1,210 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,218 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1,220 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $1,236 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $1,245 | 0.00% | 31 | -33 | -51.6% | -$1,325 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,245 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $1,268 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GCT | GIGACLOUD TECHNOLOGY INC | $1,271 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,274 | 0.00% | 21 | 21 | — | $1,274 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,286 | 0.00% | 33 | -523 | -94.1% | -$2.04万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,291 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $1,310 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,339 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1,344 | 0.00% | 15 | 15 | — | $1,344 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $1,381 | 0.00% | 21 | -11 | -34.4% | -$723 | 减仓 |
| SLVP | ISHARES INC | $1,383 | 0.00% | 39 | 39 | — | $1,383 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $1,396 | 0.00% | 27 | -16 | -37.2% | -$827 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,416 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $1,423 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $1,425 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $1,434 | 0.00% | 19 | 19 | — | $1,434 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $1,447 | 0.00% | 43 | 43 | — | $1,447 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $1,449 | 0.00% | 17 | 8 | 88.9% | $682 | 加仓 |
| ARGX | ARGENX SE | $1,461 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC INC | $1,478 | 0.00% | 125 | 125 | — | $1,478 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1,495 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $1,502 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,506 | 0.00% | 7 | 6 | 600.0% | $1,291 | 加仓 |
| ROST | ROSS STORES INC | $1,517 | 0.00% | 7 | 7 | — | $1,517 | 新建仓 |
| IBB | ISHARES TR | $1,520 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $1,551 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $1,556 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $1,562 | 0.00% | 6 | 6 | — | $1,562 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $1,572 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,592 | 0.00% | 4 | -11 | -73.3% | -$4,378 | 减仓 |
| NLR | VANECK ETF TRUST | $1,599 | 0.00% | 12 | 12 | — | $1,599 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $1,612 | 0.00% | 16 | 16 | — | $1,612 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $1,624 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $1,626 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $1,660 | 0.00% | 92 | 3 | 3.4% | $54 | 加仓 |
| FTI | TECHNIPFMC PLC | $1,660 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $1,682 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,696 | 0.00% | 30 | -17 | -36.2% | -$961 | 减仓 |
| STLA | STELLANTIS N.V | $1,709 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $1,716 | 0.00% | 59 | 59 | — | $1,716 | 新建仓 |
| FTNT | FORTINET INC | $1,717 | 0.00% | 21 | -18 | -46.2% | -$1,472 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,719 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $1,722 | 0.00% | 6 | 6 | — | $1,722 | 新建仓 |
| REZ | ISHARES TR | $1,748 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1,771 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $1,809 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $1,814 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,845 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $1,848 | 0.00% | 67 | 67 | — | $1,848 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1,851 | 0.00% | 50 | 50 | — | $1,851 | 新建仓 |
| NEO | NEOGENOMICS INC | $1,855 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,867 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $1,903 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FUBO | FUBOTV INC | $1,921 | 0.00% | 203 | 203 | — | $1,921 | 新建仓 |