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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP | $1.97万 | 0.01% | 131 | 1 | 0.8% | $150 | 加仓 |
| USMV | ISHARES TR | $1.99万 | 0.01% | 215 | -12 | -5.3% | -$1,113 | 减仓 |
| — | EON RESOURCES INC | $2.00万 | 0.01% | 24,038 | 24,038 | — | $2.00万 | 新建仓 |
| ESGE | ISHARES INC | $2.00万 | 0.01% | 439 | 16 | 3.8% | $728 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.00万 | 0.01% | 125 | 34 | 37.4% | $5,451 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.02万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $2.04万 | 0.01% | 451 | 98 | 27.8% | $4,427 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $2.05万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2.06万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $2.08万 | 0.01% | 210 | 42 | 25.0% | $4,160 | 加仓 |
| — | DBX ETF TR | $2.10万 | 0.01% | 601 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $2.11万 | 0.01% | 195 | -26 | -11.8% | -$2,815 | 减仓 |
| XSD | SPDR SERIES TRUST | $2.12万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.16万 | 0.01% | 178 | 58 | 48.3% | $7,041 | 加仓 |
| — | USCF ETF TR | $2.18万 | 0.01% | 589 | -16 | -2.6% | -$591 | 减仓 |
| QCOM | QUALCOMM INC | $2.20万 | 0.01% | 171 | 2 | 1.2% | $258 | 加仓 |
| PEP | PEPSICO INC | $2.21万 | 0.01% | 142 | 32 | 29.1% | $4,969 | 加仓 |
| EQT | EQT CORP | $2.21万 | 0.01% | 347 | 29 | 9.1% | $1,846 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2.22万 | 0.01% | 159 | 84 | 112.0% | $1.17万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2.24万 | 0.01% | 129 | 26 | 25.2% | $4,510 | 加仓 |
| — | CANARY CAPITAL GROUP LLX | $2.26万 | 0.01% | 1,897 | 1,897 | — | $2.26万 | 新建仓 |
| BAC | BANK AMERICA CORP | $2.28万 | 0.01% | 468 | 163 | 53.4% | $7,946 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2.32万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $2.34万 | 0.01% | 254 | 31 | 13.9% | $2,854 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $2.34万 | 0.01% | 2,162 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2.35万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.37万 | 0.01% | 127 | 24 | 23.3% | $4,480 | 加仓 |
| GE | GE AEROSPACE | $2.38万 | 0.01% | 84 | 5 | 6.3% | $1,419 | 加仓 |
| — | NEOVOLTA INC | $2.40万 | 0.01% | 15,776 | -200 | -1.3% | -$304 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $2.41万 | 0.01% | 677 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2.42万 | 0.01% | 76 | 17 | 28.8% | $5,408 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.44万 | 0.01% | 114 | 17 | 17.5% | $3,632 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $2.45万 | 0.01% | 839 | 86 | 11.4% | $2,514 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.46万 | 0.01% | 50 | 22 | 78.6% | $1.08万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $2.56万 | 0.01% | 1,499 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $2.58万 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP | $2.64万 | 0.01% | 1,829 | 29 | 1.6% | $419 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.71万 | 0.01% | 97 | 55 | 131.0% | $1.54万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2.73万 | 0.01% | 222 | 17 | 8.3% | $2,087 | 加仓 |
| F | FORD MTR CO | $2.73万 | 0.01% | 2,365 | 1,230 | 108.4% | $1.42万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.80万 | 0.01% | 82 | 9 | 12.3% | $3,076 | 加仓 |
| RING | ISHARES INC | $2.80万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2.83万 | 0.01% | 57 | 28 | 96.6% | $1.39万 | 加仓 |
| RRC | RANGE RES CORP | $2.90万 | 0.01% | 642 | 108 | 20.2% | $4,880 | 加仓 |
| COIN | COINBASE GLOBAL INC | $2.92万 | 0.01% | 167 | -40 | -19.3% | -$6,984 | 减仓 |
| MKC | MCCORMICK & CO INC | $2.93万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $2.93万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| — | THE REAL BROKERAGE INC | $2.96万 | 0.01% | 11,850 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $2.97万 | 0.01% | 4,275 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $2.99万 | 0.01% | 5,237 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $3.00万 | 0.01% | 411 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $3.02万 | 0.02% | 901 | -45 | -4.8% | -$1,509 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $3.03万 | 0.02% | 469 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3.04万 | 0.02% | 309 | 101 | 48.6% | $9,937 | 加仓 |
| INTF | ISHARES TR | $3.08万 | 0.02% | 791 | 753 | 1,981.6% | $2.93万 | 加仓 |
| OMC | OMNICOM GROUP INC | $3.15万 | 0.02% | 418 | 84 | 25.1% | $6,326 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3.16万 | 0.02% | 456 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3.19万 | 0.02% | 108 | 0 | 0.0% | — | 不变 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $3.21万 | 0.02% | 2,381 | -774 | -24.5% | -$1.04万 | 减仓 |
| CSX | CSX CORP | $3.30万 | 0.02% | 805 | 78 | 10.7% | $3,202 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $3.32万 | 0.02% | 2,526 | -1,450 | -36.5% | -$1.90万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $3.41万 | 0.02% | 525 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $3.44万 | 0.02% | 356 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $3.45万 | 0.02% | 686 | -355 | -34.1% | -$1.79万 | 减仓 |
| IDA | IDACORP INC | $3.47万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $3.48万 | 0.02% | 877 | 799 | 1,024.4% | $3.17万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.48万 | 0.02% | 78 | 6 | 8.3% | $2,679 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.50万 | 0.02% | 242 | 3 | 1.3% | $433 | 加仓 |
| — | MACKENZIE RLTY CAP INC | $3.52万 | 0.02% | 9,657 | -1,224 | -11.2% | -$4,459 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3.53万 | 0.02% | 648 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT ETF TRUST | $3.55万 | 0.02% | 470 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $3.61万 | 0.02% | 638 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $3.63万 | 0.02% | 60 | 2 | 3.4% | $1,209 | 加仓 |
| ABBV | ABBVIE INC | $3.65万 | 0.02% | 168 | 32 | 23.5% | $6,960 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.69万 | 0.02% | 700 | -129 | -15.6% | -$6,806 | 减仓 |
| SPGI | S&P GLOBAL INC | $3.70万 | 0.02% | 87 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $3.73万 | 0.02% | 1,419 | 1,419 | — | $3.73万 | 新建仓 |
| DTE | DTE ENERGY CO | $3.73万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.74万 | 0.02% | 256 | -291 | -53.2% | -$4.26万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.80万 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| — | PURPLE INNOVATION INC | $3.81万 | 0.02% | 57,612 | 13,992 | 32.1% | $9,252 | 加仓 |
| CINF | CINCINNATI FINL CORP | $3.86万 | 0.02% | 245 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $3.86万 | 0.02% | 196 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $3.86万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $3.89万 | 0.02% | 1,966 | 570 | 40.8% | $1.13万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.93万 | 0.02% | 1,680 | 0 | 0.0% | — | 不变 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $3.93万 | 0.02% | 1,906 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $3.97万 | 0.02% | 584 | -2 | -0.3% | -$136 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.98万 | 0.02% | 304 | 73 | 31.6% | $9,569 | 加仓 |
| IYM | ISHARES TR | $4.08万 | 0.02% | 232 | 0 | 0.0% | — | 不变 |
| SDCI | USCF ETF TR | $4.13万 | 0.02% | 1,516 | 1,516 | — | $4.13万 | 新建仓 |
| MAGS | LISTED FDS TR | $4.14万 | 0.02% | 714 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $4.15万 | 0.02% | 168 | 75 | 80.6% | $1.85万 | 加仓 |
| TMUS | T-MOBILE US INC | $4.16万 | 0.02% | 198 | 31 | 18.6% | $6,511 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $4.17万 | 0.02% | 445 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $4.18万 | 0.02% | 495 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4.28万 | 0.02% | 443 | 67 | 17.8% | $6,467 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $4.28万 | 0.02% | 1,905 | 0 | 0.0% | — | 不变 |
| HYMC | HYCROFT MINING HOLDING CORP | $4.36万 | 0.02% | 1,240 | 1,240 | — | $4.36万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $4.37万 | 0.02% | 1,521 | 1,060 | 229.9% | $3.04万 | 加仓 |