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 |
|---|---|---|---|---|---|---|---|---|
| NOG | NORTHERN OIL & GAS INC | $0 | 0.00% | 0 | -839 | -100.0% | -$2.45万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -114 | -100.0% | -$2.44万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -76 | -100.0% | -$2.42万 | 清仓 |
| TCAF | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -677 | -100.0% | -$2.41万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -84 | -100.0% | -$2.38万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -127 | -100.0% | -$2.37万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -261 | -100.0% | -$2.35万 | 清仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | 0.00% | 0 | -2,162 | -100.0% | -$2.34万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -254 | -100.0% | -$2.34万 | 清仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -307 | -100.0% | -$2.32万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -468 | -100.0% | -$2.28万 | 清仓 |
| — | CANARY CAPITAL GROUP LLX | $0 | 0.00% | 0 | -1,897 | -100.0% | -$2.26万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -129 | -100.0% | -$2.24万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -159 | -100.0% | -$2.22万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -347 | -100.0% | -$2.21万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -142 | -100.0% | -$2.21万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -171 | -100.0% | -$2.20万 | 清仓 |
| — | USCF ETF TR | $0 | 0.00% | 0 | -589 | -100.0% | -$2.18万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -178 | -100.0% | -$2.16万 | 清仓 |
| XSD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -65 | -100.0% | -$2.12万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -195 | -100.0% | -$2.11万 | 清仓 |
| — | DBX ETF TR | $0 | 0.00% | 0 | -601 | -100.0% | -$2.10万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -210 | -100.0% | -$2.08万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -275 | -100.0% | -$2.06万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -181 | -100.0% | -$2.05万 | 清仓 |
| MINO | PIMCO ETF TR | $0 | 0.00% | 0 | -451 | -100.0% | -$2.04万 | 清仓 |
| DFUS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -285 | -100.0% | -$2.02万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -125 | -100.0% | -$2.00万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -439 | -100.0% | -$2.00万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -215 | -100.0% | -$1.99万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -131 | -100.0% | -$1.97万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -84 | -100.0% | -$1.97万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -828 | -100.0% | -$1.96万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -422 | -100.0% | -$1.94万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -619 | -100.0% | -$1.94万 | 清仓 |
| CPER | UNITED STS COMMODITY INDEX F | $0 | 0.00% | 0 | -556 | -100.0% | -$1.91万 | 清仓 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | -180 | -100.0% | -$1.90万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -533 | -100.0% | -$1.90万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -65 | -100.0% | -$1.89万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -307 | -100.0% | -$1.88万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -95 | -100.0% | -$1.88万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -709 | -100.0% | -$1.86万 | 清仓 |
| GSIE | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -431 | -100.0% | -$1.86万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -262 | -100.0% | -$1.85万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -293 | -100.0% | -$1.81万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -114 | -100.0% | -$1.79万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -256 | -100.0% | -$1.77万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -187 | -100.0% | -$1.76万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -137 | -100.0% | -$1.76万 | 清仓 |
| SANM | SANMINA CORP | $0 | 0.00% | 0 | -132 | -100.0% | -$1.71万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -130 | -100.0% | -$1.70万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -156 | -100.0% | -$1.70万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -235 | -100.0% | -$1.69万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -51 | -100.0% | -$1.68万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -325 | -100.0% | -$1.67万 | 清仓 |
| AOR | ISHARES TR | $0 | 0.00% | 0 | -253 | -100.0% | -$1.63万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -227 | -100.0% | -$1.61万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -113 | -100.0% | -$1.61万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -212 | -100.0% | -$1.61万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -302 | -100.0% | -$1.60万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -104 | -100.0% | -$1.59万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -56 | -100.0% | -$1.56万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -800 | -100.0% | -$1.54万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -327 | -100.0% | -$1.52万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.51万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -258 | -100.0% | -$1.51万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$1.50万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -579 | -100.0% | -$1.48万 | 清仓 |
| CSHI | NEOS ETF TRUST | $0 | 0.00% | 0 | -298 | -100.0% | -$1.48万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -76 | -100.0% | -$1.48万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -588 | -100.0% | -$1.47万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -200 | -100.0% | -$1.46万 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -89 | -100.0% | -$1.46万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1.46万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -144 | -100.0% | -$1.45万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -224 | -100.0% | -$1.44万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -152 | -100.0% | -$1.42万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -97 | -100.0% | -$1.38万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -271 | -100.0% | -$1.37万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -356 | -100.0% | -$1.37万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -323 | -100.0% | -$1.37万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -441 | -100.0% | -$1.35万 | 清仓 |
| — | POLYRIZON LTD | $0 | 0.00% | 0 | -1,150 | -100.0% | -$1.34万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -143 | -100.0% | -$1.32万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -458 | -100.0% | -$1.31万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -37 | -100.0% | -$1.31万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -188 | -100.0% | -$1.30万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -70 | -100.0% | -$1.28万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -131 | -100.0% | -$1.26万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -244 | -100.0% | -$1.24万 | 清仓 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -208 | -100.0% | -$1.23万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -133 | -100.0% | -$1.23万 | 清仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -566 | -100.0% | -$1.22万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -242 | -100.0% | -$1.21万 | 清仓 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -106 | -100.0% | -$1.18万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1.18万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -106 | -100.0% | -$1.17万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -36 | -100.0% | -$1.17万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -132 | -100.0% | -$1.17万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1.17万 | 清仓 |