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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -375 | -100.0% | -$1.16万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -229 | -100.0% | -$1.16万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -63 | -100.0% | -$1.15万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -85 | -100.0% | -$1.14万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -36 | -100.0% | -$1.13万 | 清仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -97 | -100.0% | -$1.12万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -23 | -100.0% | -$1.12万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -116 | -100.0% | -$1.11万 | 清仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $0 | 0.00% | 0 | -1,173 | -100.0% | -$1.11万 | 清仓 |
| AUSF | GLOBAL X FDS | $0 | 0.00% | 0 | -229 | -100.0% | -$1.11万 | 清仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -232 | -100.0% | -$1.10万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1.09万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -235 | -100.0% | -$1.09万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -106 | -100.0% | -$1.08万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1.08万 | 清仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -114 | -100.0% | -$1.07万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -405 | -100.0% | -$1.06万 | 清仓 |
| KCE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -77 | -100.0% | -$1.06万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -500 | -100.0% | -$1.06万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -132 | -100.0% | -$1.05万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -93 | -100.0% | -$1.05万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -159 | -100.0% | -$1.03万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -104 | -100.0% | -$1.02万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1.02万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -76 | -100.0% | -$9,958 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -95 | -100.0% | -$9,933 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$9,913 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -225 | -100.0% | -$9,860 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -443 | -100.0% | -$9,826 | 清仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $0 | 0.00% | 0 | -130 | -100.0% | -$9,812 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -179 | -100.0% | -$9,779 | 清仓 |
| — | FRANKLIN CRYPTO INDEX ETF | $0 | 0.00% | 0 | -564 | -100.0% | -$9,715 | 清仓 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -416 | -100.0% | -$9,702 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -562 | -100.0% | -$9,678 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -66 | -100.0% | -$9,677 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -210 | -100.0% | -$9,637 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -100 | -100.0% | -$9,582 | 清仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -175 | -100.0% | -$9,576 | 清仓 |
| NVMI | NOVA LTD | $0 | 0.00% | 0 | -22 | -100.0% | -$9,555 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -87 | -100.0% | -$9,545 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -3,639 | -100.0% | -$9,498 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -150 | -100.0% | -$9,420 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -125 | -100.0% | -$9,388 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -54 | -100.0% | -$9,320 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -38 | -100.0% | -$9,289 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -280 | -100.0% | -$9,226 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -116 | -100.0% | -$9,182 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -111 | -100.0% | -$9,157 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -21 | -100.0% | -$9,114 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -101 | -100.0% | -$9,105 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -93 | -100.0% | -$9,037 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -165 | -100.0% | -$8,925 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -155 | -100.0% | -$8,831 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -33 | -100.0% | -$8,803 | 清仓 |
| CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | -417 | -100.0% | -$8,791 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -293 | -100.0% | -$8,788 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -106 | -100.0% | -$8,772 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -106 | -100.0% | -$8,727 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$8,646 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -402 | -100.0% | -$8,635 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -183 | -100.0% | -$8,585 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -72 | -100.0% | -$8,500 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -29 | -100.0% | -$8,490 | 清仓 |
| PRDO | PERDOCEO ED CORP | $0 | 0.00% | 0 | -228 | -100.0% | -$8,484 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -190 | -100.0% | -$8,446 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -70 | -100.0% | -$8,421 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -195 | -100.0% | -$8,284 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -36 | -100.0% | -$8,273 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -31 | -100.0% | -$8,247 | 清仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $0 | 0.00% | 0 | -301 | -100.0% | -$8,224 | 清仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -108 | -100.0% | -$8,211 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -114 | -100.0% | -$8,188 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -69 | -100.0% | -$8,116 | 清仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -83 | -100.0% | -$8,112 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -700 | -100.0% | -$7,994 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -29 | -100.0% | -$7,981 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -44 | -100.0% | -$7,920 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -110 | -100.0% | -$7,812 | 清仓 |
| — | PHENIXFIN CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$7,812 | 清仓 |
| EMHY | ISHARES INC | $0 | 0.00% | 0 | -197 | -100.0% | -$7,758 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -328 | -100.0% | -$7,748 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | -57 | -100.0% | -$7,743 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -206 | -100.0% | -$7,668 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$7,614 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -278 | -100.0% | -$7,595 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -53 | -100.0% | -$7,592 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -161 | -100.0% | -$7,553 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -35 | -100.0% | -$7,479 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -102 | -100.0% | -$7,461 | 清仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -46 | -100.0% | -$7,311 | 清仓 |
| BCC | BOISE CASCADE CO DEL | $0 | 0.00% | 0 | -95 | -100.0% | -$7,206 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -79 | -100.0% | -$7,188 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -90 | -100.0% | -$7,161 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$7,035 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -95 | -100.0% | -$6,875 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -21 | -100.0% | -$6,864 | 清仓 |
| — | URANIUM RTY CORP | $0 | 0.00% | 0 | -1,872 | -100.0% | -$6,833 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -300 | -100.0% | -$6,831 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -79 | -100.0% | -$6,768 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -34 | -100.0% | -$6,742 | 清仓 |