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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $4.42万 | 0.02% | 880 | 122 | 16.1% | $6,124 | 加仓 |
| IYJ | ISHARES TR | $4.43万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $4.44万 | 0.02% | 223 | 80 | 55.9% | $1.59万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $4.47万 | 0.02% | 245 | 18 | 7.9% | $3,284 | 加仓 |
| URA | GLOBAL X FDS | $4.47万 | 0.02% | 923 | 5 | 0.5% | $242 | 加仓 |
| EOG | EOG RES INC | $4.50万 | 0.02% | 311 | 88 | 39.5% | $1.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $4.50万 | 0.02% | 565 | 37 | 7.0% | $2,946 | 加仓 |
| MUB | ISHARES TR | $4.50万 | 0.02% | 424 | 412 | 3,433.3% | $4.37万 | 重新持有 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $4.54万 | 0.02% | 669 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $4.55万 | 0.02% | 220 | 99 | 81.8% | $2.05万 | 加仓 |
| QUAL | ISHARES TR | $4.57万 | 0.02% | 238 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $4.59万 | 0.02% | 160 | 155 | 3,100.0% | $4.45万 | 加仓 |
| LOW | LOWES COS INC | $4.61万 | 0.02% | 195 | 134 | 219.7% | $3.17万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $4.68万 | 0.02% | 923 | 923 | — | $4.68万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $4.73万 | 0.02% | 598 | 22 | 3.8% | $1,739 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $4.77万 | 0.02% | 3,002 | -700 | -18.9% | -$1.11万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4.83万 | 0.02% | 916 | 916 | — | $4.83万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $4.86万 | 0.02% | 965 | 531 | 122.4% | $2.67万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $4.89万 | 0.02% | 980 | 950 | 3,166.7% | $4.74万 | 重新持有 |
| SFM | SPROUTS FMRS MKT INC | $4.89万 | 0.02% | 634 | 34 | 5.7% | $2,622 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $4.92万 | 0.02% | 376 | 52 | 16.0% | $6,809 | 加仓 |
| JNK | SPDR SERIES TRUST | $5.02万 | 0.02% | 524 | 260 | 98.5% | $2.49万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5.02万 | 0.02% | 109 | 30 | 38.0% | $1.38万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $5.03万 | 0.02% | 46 | 3 | 7.0% | $3,280 | 加仓 |
| DY | DYCOM INDS INC | $5.08万 | 0.03% | 150 | 35 | 30.4% | $1.19万 | 加仓 |
| SHYG | ISHARES TR | $5.09万 | 0.03% | 1,204 | 789 | 190.1% | $3.34万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $5.11万 | 0.03% | 108 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $5.17万 | 0.03% | 972 | 714 | 276.7% | $3.80万 | 加仓 |
| — | CALAMOS ETF TR | $5.20万 | 0.03% | 1,911 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.31万 | 0.03% | 219 | 16 | 7.9% | $3,878 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $5.32万 | 0.03% | 2,666 | 2,370 | 800.7% | $4.73万 | 加仓 |
| SUSC | ISHARES TR | $5.36万 | 0.03% | 2,317 | 227 | 10.9% | $5,252 | 加仓 |
| XME | SPDR SERIES TRUST | $5.48万 | 0.03% | 507 | 28 | 5.8% | $3,024 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5.52万 | 0.03% | 594 | 112 | 23.2% | $1.04万 | 加仓 |
| — | AMPLIFY ETF TR | $5.53万 | 0.03% | 961 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TRUST II | $5.68万 | 0.03% | 918 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5.84万 | 0.03% | 1,030 | 4 | 0.4% | $227 | 加仓 |
| OXLC | OXFORD LANE CAP CORP | $5.88万 | 0.03% | 6,010 | 1,040 | 20.9% | $1.02万 | 加仓 |
| HD | HOME DEPOT INC | $5.89万 | 0.03% | 179 | 3 | 1.7% | $987 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $6.06万 | 0.03% | 2,300 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $6.07万 | 0.03% | 4,192 | 466 | 12.5% | $6,743 | 加仓 |
| COPX | GLOBAL X FDS | $6.10万 | 0.03% | 799 | 799 | — | $6.10万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $6.11万 | 0.03% | 103 | 3 | 3.0% | $1,779 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $6.13万 | 0.03% | 1,319 | 212 | 19.2% | $9,850 | 加仓 |
| AOA | ISHARES TR | $6.17万 | 0.03% | 697 | 23 | 3.4% | $2,035 | 加仓 |
| CLS | CELESTICA INC | $6.28万 | 0.03% | 223 | 28 | 14.4% | $7,887 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $6.35万 | 0.03% | 384 | 77 | 25.1% | $1.27万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $6.37万 | 0.03% | 1,275 | 958 | 302.2% | $4.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6.57万 | 0.03% | 859 | -243 | -22.1% | -$1.86万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $6.62万 | 0.03% | 143 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $6.66万 | 0.03% | 662 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $6.71万 | 0.03% | 742 | 114 | 18.2% | $1.03万 | 加仓 |
| INTC | INTEL CORP | $6.73万 | 0.03% | 1,525 | 360 | 30.9% | $1.59万 | 加仓 |
| WMB | WILLIAMS COS INC | $6.75万 | 0.03% | 928 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $6.76万 | 0.03% | 871 | 207 | 31.2% | $1.61万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6.76万 | 0.03% | 2,589 | 381 | 17.3% | $9,952 | 加仓 |
| IDCC | INTERDIGITAL INC | $6.76万 | 0.03% | 224 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $6.81万 | 0.03% | 1,602 | 1,602 | — | $6.81万 | 新建仓 |
| AMGN | AMGEN INC | $6.86万 | 0.03% | 195 | 8 | 4.3% | $2,815 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $6.96万 | 0.03% | 1,374 | 1,061 | 339.0% | $5.38万 | 加仓 |
| CAT | CATERPILLAR INC | $7.01万 | 0.03% | 99 | 24 | 32.0% | $1.70万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $7.06万 | 0.04% | 2,849 | 2,495 | 704.8% | $6.19万 | 加仓 |
| PFE | PFIZER INC | $7.21万 | 0.04% | 2,566 | 816 | 46.6% | $2.29万 | 加仓 |
| ETR | ENTERGY CORP NEW | $7.25万 | 0.04% | 645 | 40 | 6.6% | $4,494 | 加仓 |
| HDV | ISHARES TR | $7.36万 | 0.04% | 542 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $7.36万 | 0.04% | 205 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $7.42万 | 0.04% | 1,426 | 253 | 21.6% | $1.32万 | 加仓 |
| — | CALAMOS ETF TR | $7.42万 | 0.04% | 3,576 | 6 | 0.2% | $125 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $7.43万 | 0.04% | 200 | 100 | 100.0% | $3.72万 | 加仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $7.50万 | 0.04% | 1,100 | 1,100 | — | $7.50万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $7.62万 | 0.04% | 461 | -51 | -10.0% | -$8,433 | 减仓 |
| QLD | PROSHARES TR | $7.64万 | 0.04% | 1,252 | -16,504 | -92.9% | -$100.67万 | 减仓 |
| — | CALAMOS ETF TR | $7.65万 | 0.04% | 3,159 | -42,553 | -93.1% | -$103.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7.69万 | 0.04% | 378 | 90 | 31.2% | $1.83万 | 加仓 |
| ORCL | ORACLE CORP | $7.74万 | 0.04% | 526 | -22,604 | -97.7% | -$332.53万 | 减仓 |
| NI | NISOURCE INC | $7.75万 | 0.04% | 1,662 | 36 | 2.2% | $1,680 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $7.87万 | 0.04% | 1,747 | 85 | 5.1% | $3,829 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8.05万 | 0.04% | 994 | 46 | 4.9% | $3,724 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $8.05万 | 0.04% | 2,271 | 109 | 5.0% | $3,863 | 加仓 |
| IWB | ISHARES TR | $8.27万 | 0.04% | 232 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $8.28万 | 0.04% | 698 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $8.39万 | 0.04% | 168 | 12 | 7.7% | $5,996 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $8.47万 | 0.04% | 475 | 375 | 375.0% | $6.68万 | 加仓 |
| SM | SM ENERGY COMPANY | $8.48万 | 0.04% | 2,720 | -153 | -5.3% | -$4,771 | 减仓 |
| IWS | ISHARES TR | $8.61万 | 0.04% | 591 | 134 | 29.3% | $1.95万 | 加仓 |
| VOTE | TCW ETF TRUST | $8.70万 | 0.04% | 1,140 | 60 | 5.6% | $4,578 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $8.72万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $8.73万 | 0.04% | 779 | 777 | 38,850.0% | $8.71万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $8.74万 | 0.04% | 2,801 | 1,165 | 71.2% | $3.63万 | 加仓 |
| APA | APA CORPORATION | $8.88万 | 0.04% | 2,093 | -1,885 | -47.4% | -$8.00万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $9.19万 | 0.05% | 1,813 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $9.21万 | 0.05% | 1,320 | 373 | 39.4% | $2.60万 | 加仓 |
| — | COTERRA ENERGY INC | $9.28万 | 0.05% | 2,642 | -64 | -2.4% | -$2,249 | 减仓 |
| C | CITIGROUP INC | $9.32万 | 0.05% | 822 | 56 | 7.3% | $6,351 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $9.42万 | 0.05% | 753 | 753 | — | $9.42万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $9.43万 | 0.05% | 1,371 | 215 | 18.6% | $1.48万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $9.44万 | 0.05% | 2,909 | 2,909 | — | $9.44万 | 新建仓 |
| MO | ALTRIA GROUP INC | $9.46万 | 0.05% | 1,433 | 124 | 9.5% | $8,183 | 加仓 |
| USIG | ISHARES TR | $9.65万 | 0.05% | 1,883 | -11 | -0.6% | -$564 | 减仓 |
| T | AT&T INC | $9.66万 | 0.05% | 3,334 | 309 | 10.2% | $8,957 | 加仓 |