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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $5,822 | 0.00% | 101 | 96 | 1,920.0% | $5,534 | 加仓 |
| EXC | EXELON CORP | $5,883 | 0.00% | 120 | 120 | — | $5,883 | 新建仓 |
| P | EVERPURE INC | $5,904 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $5,940 | 0.00% | 45 | 45 | — | $5,940 | 新建仓 |
| BTE | BAYTEX ENERGY CORP | $5,977 | 0.00% | 1,337 | 145 | 12.2% | $648 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $6,152 | 0.00% | 224 | 3 | 1.4% | $82 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6,230 | 0.00% | 155 | -323 | -67.6% | -$1.30万 | 减仓 |
| CNX | CNX RES CORP | $6,246 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $6,283 | 0.00% | 206 | -28 | -12.0% | -$854 | 减仓 |
| WRB | BERKLEY W R CORP | $6,297 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $6,301 | 0.00% | 328 | -195 | -37.3% | -$3,746 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $6,346 | 0.00% | 68 | -68 | -50.0% | -$6,346 | 减仓 |
| MBB | ISHARES TR | $6,362 | 0.00% | 67 | 21 | 45.7% | $1,994 | 加仓 |
| SXI | STANDEX INTL CORP | $6,372 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $6,420 | 0.00% | 220 | 220 | — | $6,420 | 新建仓 |
| TRC | TEJON RANCH CO | $6,538 | 0.00% | 347 | -101 | -22.5% | -$1,903 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6,579 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $6,589 | 0.00% | 70 | 37 | 112.1% | $3,483 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $6,600 | 0.00% | 111 | 37 | 50.0% | $2,200 | 加仓 |
| CIEN | CIENA CORP | $6,600 | 0.00% | 17 | 17 | — | $6,600 | 新建仓 |
| ALL | ALLSTATE CORP | $6,635 | 0.00% | 32 | 21 | 190.9% | $4,354 | 加仓 |
| IUSG | ISHARES TR | $6,670 | 0.00% | 43 | 18 | 72.0% | $2,792 | 加仓 |
| MMM | 3M CO | $6,681 | 0.00% | 46 | 39 | 557.1% | $5,664 | 加仓 |
| — | TIDAL TRUST I | $6,681 | 0.00% | 243 | 243 | — | $6,681 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $6,742 | 0.00% | 34 | 6 | 21.4% | $1,190 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $6,768 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $6,831 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $6,833 | 0.00% | 1,872 | 1,872 | — | $6,833 | 新建仓 |
| EG | EVEREST GROUP LTD | $6,864 | 0.00% | 21 | -11 | -34.4% | -$3,595 | 减仓 |
| KR | KROGER CO | $6,875 | 0.00% | 95 | 63 | 196.9% | $4,559 | 加仓 |
| POWL | POWELL INDS INC | $7,035 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $7,161 | 0.00% | 90 | 90 | — | $7,161 | 新建仓 |
| TTE | TOTALENERGIES SE | $7,188 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $7,206 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $7,311 | 0.00% | 46 | 46 | — | $7,311 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $7,461 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $7,479 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP | $7,553 | 0.00% | 161 | 133 | 475.0% | $6,239 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $7,592 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $7,595 | 0.00% | 278 | -192 | -40.9% | -$5,245 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,614 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $7,668 | 0.00% | 206 | 64 | 45.1% | $2,382 | 加仓 |
| ENVA | ENOVA INTL INC | $7,743 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $7,748 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES INC | $7,758 | 0.00% | 197 | 98 | 99.0% | $3,859 | 加仓 |
| — | PHENIXFIN CORP | $7,812 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $7,812 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $7,920 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $7,981 | 0.00% | 29 | -26 | -47.3% | -$7,155 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $7,994 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $8,112 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $8,116 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $8,188 | 0.00% | 114 | 2 | 1.8% | $144 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $8,211 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $8,224 | 0.00% | 301 | 301 | — | $8,224 | 新建仓 |
| ECL | ECOLAB INC | $8,247 | 0.00% | 31 | 21 | 210.0% | $5,587 | 加仓 |
| WM | WASTE MGMT INC DEL | $8,273 | 0.00% | 36 | 23 | 176.9% | $5,286 | 加仓 |
| LAZ | LAZARD INC | $8,284 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $8,421 | 0.00% | 70 | 64 | 1,066.7% | $7,699 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $8,446 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $8,484 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $8,490 | 0.00% | 29 | 13 | 81.2% | $3,806 | 加仓 |
| DDOG | DATADOG INC | $8,500 | 0.00% | 72 | 20 | 38.5% | $2,361 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $8,585 | 0.00% | 183 | 182 | 18,200.0% | $8,538 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $8,635 | 0.00% | 402 | 2 | 0.5% | $43 | 加仓 |
| MELI | MERCADOLIBRE INC | $8,646 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $8,727 | 0.00% | 106 | -63 | -37.3% | -$5,187 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $8,741 | 0.00% | 371 | 371 | — | $8,741 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $8,772 | 0.00% | 106 | 29 | 37.7% | $2,400 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $8,788 | 0.00% | 293 | 10 | 3.5% | $300 | 加仓 |
| CRK | COMSTOCK RES INC | $8,791 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $8,803 | 0.00% | 33 | -9 | -21.4% | -$2,401 | 减仓 |
| UL | UNILEVER PLC | $8,831 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $8,925 | 0.00% | 165 | 165 | — | $8,925 | 新建仓 |
| SRE | SEMPRA | $9,037 | 0.00% | 93 | -8 | -7.9% | -$777 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $9,105 | 0.00% | 101 | -42 | -29.4% | -$3,786 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $9,114 | 0.00% | 21 | 21 | — | $9,114 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $9,157 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $9,182 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $9,226 | 0.00% | 280 | 280 | — | $9,226 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $9,289 | 0.00% | 38 | 38 | — | $9,289 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $9,320 | 0.00% | 54 | -86 | -61.4% | -$1.48万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9,388 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $9,420 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $9,498 | 0.00% | 3,639 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $9,545 | 0.00% | 87 | 20 | 29.9% | $2,194 | 加仓 |
| NVMI | NOVA LTD | $9,555 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $9,576 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $9,582 | 0.00% | 100 | 46 | 85.2% | $4,408 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $9,637 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $9,677 | 0.00% | 66 | -20 | -23.3% | -$2,932 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $9,678 | 0.00% | 562 | 562 | — | $9,678 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $9,702 | 0.00% | 416 | 416 | — | $9,702 | 新建仓 |
| — | FRANKLIN CRYPTO INDEX ETF | $9,715 | 0.00% | 564 | 564 | — | $9,715 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $9,779 | 0.00% | 179 | 179 | — | $9,779 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $9,812 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9,826 | 0.00% | 443 | 152 | 52.2% | $3,371 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $9,860 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $9,913 | 0.00% | 25 | 1 | 4.2% | $397 | 加仓 |
| NOW | SERVICENOW INC | $9,933 | 0.00% | 95 | 15 | 18.8% | $1,568 | 加仓 |