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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $0 | 0.00% | 0 | -46 | -100.0% | -$6,681 | 清仓 |
| — | TIDAL TRUST I | $0 | 0.00% | 0 | -243 | -100.0% | -$6,681 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -43 | -100.0% | -$6,670 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -32 | -100.0% | -$6,635 | 清仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -111 | -100.0% | -$6,600 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$6,600 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$6,589 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -243 | -100.0% | -$6,579 | 清仓 |
| TRC | TEJON RANCH CO | $0 | 0.00% | 0 | -347 | -100.0% | -$6,538 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -220 | -100.0% | -$6,420 | 清仓 |
| SXI | STANDEX INTL CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$6,372 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -68 | -100.0% | -$6,346 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -328 | -100.0% | -$6,301 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -95 | -100.0% | -$6,297 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -206 | -100.0% | -$6,283 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -162 | -100.0% | -$6,246 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -155 | -100.0% | -$6,230 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -224 | -100.0% | -$6,152 | 清仓 |
| BTE | BAYTEX ENERGY CORP | $0 | 0.00% | 0 | -1,337 | -100.0% | -$5,977 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -45 | -100.0% | -$5,940 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$5,904 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$5,883 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -101 | -100.0% | -$5,822 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -135 | -100.0% | -$5,791 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -81 | -100.0% | -$5,778 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -49 | -100.0% | -$5,766 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -201 | -100.0% | -$5,761 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -27 | -100.0% | -$5,706 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -96 | -100.0% | -$5,699 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -89 | -100.0% | -$5,624 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -23 | -100.0% | -$5,591 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -140 | -100.0% | -$5,586 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -47 | -100.0% | -$5,576 | 清仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $0 | 0.00% | 0 | -910 | -100.0% | -$5,553 | 清仓 |
| — | KANDI TECHNOLOGIES GROUP INC | $0 | 0.00% | 0 | -6,624 | -100.0% | -$5,536 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -28 | -100.0% | -$5,536 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -94 | -100.0% | -$5,475 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -58 | -100.0% | -$5,451 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -28 | -100.0% | -$5,442 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -49 | -100.0% | -$5,433 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD | $0 | 0.00% | 0 | -440 | -100.0% | -$5,421 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$5,414 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -81 | -100.0% | -$5,385 | 清仓 |
| AVRE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -122 | -100.0% | -$5,371 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -65 | -100.0% | -$5,358 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -28 | -100.0% | -$5,309 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -91 | -100.0% | -$5,295 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -107 | -100.0% | -$5,215 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -70 | -100.0% | -$5,215 | 清仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -74 | -100.0% | -$5,207 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -101 | -100.0% | -$5,146 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -25 | -100.0% | -$5,127 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -33 | -100.0% | -$5,103 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -25 | -100.0% | -$5,080 | 清仓 |
| BFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -106 | -100.0% | -$5,057 | 清仓 |
| GROY | GOLD ROYALTY CORP | $0 | 0.00% | 0 | -1,400 | -100.0% | -$5,012 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -164 | -100.0% | -$4,945 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -20 | -100.0% | -$4,900 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -16 | -100.0% | -$4,863 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -24 | -100.0% | -$4,840 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -56 | -100.0% | -$4,818 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -5 | -100.0% | -$4,809 | 清仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -253 | -100.0% | -$4,807 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | -139 | -100.0% | -$4,783 | 清仓 |
| INVA | INNOVIVA INC | $0 | 0.00% | 0 | -205 | -100.0% | -$4,777 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$4,765 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -25 | -100.0% | -$4,740 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -43 | -100.0% | -$4,671 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -32 | -100.0% | -$4,655 | 清仓 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -38 | -100.0% | -$4,654 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$4,636 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -21 | -100.0% | -$4,549 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -18 | -100.0% | -$4,512 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $0 | 0.00% | 0 | -791 | -100.0% | -$4,493 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -119 | -100.0% | -$4,471 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -15 | -100.0% | -$4,459 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -86 | -100.0% | -$4,451 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$4,411 | 清仓 |
| RWO | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -96 | -100.0% | -$4,394 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$4,327 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -120 | -100.0% | -$4,316 | 清仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -82 | -100.0% | -$4,300 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$4,272 | 清仓 |
| ILTB | ISHARES TR | $0 | 0.00% | 0 | -87 | -100.0% | -$4,262 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -50 | -100.0% | -$4,241 | 清仓 |
| TRFK | PACER FDS TR | $0 | 0.00% | 0 | -68 | -100.0% | -$4,233 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$4,211 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -41 | -100.0% | -$4,188 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -48 | -100.0% | -$4,187 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$4,170 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -21 | -100.0% | -$4,142 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$4,113 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -36 | -100.0% | -$4,104 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -64 | -100.0% | -$4,101 | 清仓 |
| SDRL | SEADRILL LTD | $0 | 0.00% | 0 | -90 | -100.0% | -$4,095 | 清仓 |
| NMIH | NMI HLDGS INC | $0 | 0.00% | 0 | -109 | -100.0% | -$4,089 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$4,087 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -80 | -100.0% | -$4,053 | 清仓 |
| — | INVESTCORP CR MGMT BDC INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$4,050 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -34 | -100.0% | -$4,034 | 清仓 |