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 |
|---|---|---|---|---|---|---|---|---|
| — | SIMPLIFY EXCHANGE TRADED FUN | $2,029.53万 | 10.09% | 895,642 | 233,190 | 35.2% | $528.41万 | 加仓 |
| — | NEOVOLTA INC | $1,640.11万 | 8.15% | 5,325,024 | -344,059 | -6.1% | -$105.97万 | 减仓 |
| — | STREAMEX CORP | $794.32万 | 3.95% | 7,029,351 | -56,382 | -0.8% | -$6.37万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $712.84万 | 3.54% | 254,584 | 14,175 | 5.9% | $39.69万 | 加仓 |
| BIL | SPDR SERIES TRUST | $637.61万 | 3.17% | 69,577 | 9,940 | 16.7% | $91.09万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $606.22万 | 3.01% | 179,513 | 12,724 | 7.6% | $42.97万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $570.16万 | 2.83% | 161,426 | 625 | 0.4% | $2.21万 | 加仓 |
| ICSH | ISHARES TR | $519.05万 | 2.58% | 102,539 | -87,156 | -45.9% | -$441.19万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $498.61万 | 2.48% | 200,973 | 4,845 | 2.5% | $12.02万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $344.57万 | 1.71% | 57,640 | -50 | -0.1% | -$2,989 | 减仓 |
| BITO | PROSHARES TR | $243.04万 | 1.21% | 261,051 | 11,627 | 4.7% | $10.82万 | 加仓 |
| DGRW | WISDOMTREE TR | $231.89万 | 1.15% | 26,399 | -2,164 | -7.6% | -$19.01万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $230.17万 | 1.14% | 33,709 | -6,945 | -17.1% | -$47.42万 | 减仓 |
| — | EAGLE POINT CREDIT COMPANY I | $216.41万 | 1.08% | 575,559 | 12,253 | 2.2% | $4.61万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $215.64万 | 1.07% | 9,075 | 8,671 | 2,146.3% | $206.04万 | 加仓 |
| VNOM | VIPER ENERGY INC | $214.20万 | 1.06% | 45,585 | 3,497 | 8.3% | $16.43万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $212.91万 | 1.06% | 53,320 | -18,691 | -26.0% | -$74.63万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $204.00万 | 1.01% | 37,939 | 2,744 | 7.8% | $14.75万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $200.81万 | 1.00% | 42,652 | 2,236 | 5.5% | $10.53万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $199.70万 | 0.99% | 7,383 | 7,376 | 105,371.4% | $199.51万 | 加仓 |
| IEF | ISHARES TR | $194.45万 | 0.97% | 20,374 | 1,263 | 6.6% | $12.05万 | 加仓 |
| ALOY | REALLOYS INC | $193.92万 | 0.96% | 198,687 | 198,687 | — | $193.92万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $185.50万 | 0.92% | 18,515 | -5,960 | -24.4% | -$59.71万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $168.30万 | 0.84% | 138,174 | 3,767 | 2.8% | $4.59万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $161.89万 | 0.80% | 70,540 | 34,801 | 97.4% | $79.87万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $160.86万 | 0.80% | 33,023 | 17,748 | 116.2% | $86.45万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $158.47万 | 0.79% | 62,022 | 26,808 | 76.1% | $68.49万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $157.81万 | 0.78% | 24,693 | -264 | -1.1% | -$1.69万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $157.07万 | 0.78% | 35,060 | 3,435 | 10.9% | $15.39万 | 加仓 |
| SNDK | SANDISK CORP | $156.04万 | 0.78% | 2,456 | 2,456 | — | $156.04万 | 新建仓 |
| FLRT | PACER FDS TR | $154.52万 | 0.77% | 33,367 | 5,492 | 19.7% | $25.43万 | 加仓 |
| FSK | FS KKR CAP CORP | $153.49万 | 0.76% | 150,777 | -56,170 | -27.1% | -$57.18万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $153.25万 | 0.76% | 99,905 | -2,144 | -2.1% | -$3.29万 | 减仓 |
| IVV | ISHARES TR | $148.81万 | 0.74% | 2,278 | 818 | 56.0% | $53.44万 | 加仓 |
| — | CION INVT CORP | $142.31万 | 0.71% | 208,062 | -7,147 | -3.3% | -$4.89万 | 减仓 |
| AAPL | APPLE INC | $139.33万 | 0.69% | 5,490 | 15 | 0.3% | $3,807 | 加仓 |
| NVDA | NVIDIA CORPORATION | $131.05万 | 0.65% | 7,514 | 471 | 6.7% | $8.21万 | 加仓 |
| — | TIDAL TRUST II | $129.79万 | 0.65% | 62,532 | 5,830 | 10.3% | $12.10万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $126.45万 | 0.63% | 75,405 | 75,405 | — | $126.45万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $123.62万 | 0.61% | 7,557 | 817 | 12.1% | $13.36万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $122.93万 | 0.61% | 24,528 | 9,327 | 61.4% | $46.75万 | 加仓 |
| SHV | ISHARES TR | $122.69万 | 0.61% | 11,114 | 1,213 | 12.3% | $13.39万 | 加仓 |
| — | WORLD GOLD TR | $122.30万 | 0.61% | 13,194 | 13,194 | — | $122.30万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $113.20万 | 0.56% | 7,676 | -1,359 | -15.0% | -$20.04万 | 减仓 |
| MGK | VANGUARD WORLD FD | $112.36万 | 0.56% | 3,058 | 207 | 7.3% | $7.61万 | 加仓 |
| AMZN | AMAZON COM INC | $112.03万 | 0.56% | 5,379 | -452 | -7.8% | -$9.41万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $109.99万 | 0.55% | 9,929 | -878 | -8.1% | -$9.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $106.44万 | 0.53% | 3,318 | 451 | 15.7% | $14.47万 | 加仓 |
| GLD | SPDR GOLD TR | $104.95万 | 0.52% | 2,439 | -76 | -3.0% | -$3.27万 | 减仓 |
| AGG | ISHARES TR | $100.37万 | 0.50% | 10,111 | 5,524 | 120.4% | $54.84万 | 加仓 |
| MGV | VANGUARD WORLD FD | $97.74万 | 0.49% | 6,743 | 138 | 2.1% | $2.00万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $97.71万 | 0.49% | 15,589 | 813 | 5.5% | $5.10万 | 加仓 |
| GDX | VANECK ETF TRUST | $97.25万 | 0.48% | 10,597 | -784 | -6.9% | -$7.19万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $95.24万 | 0.47% | 4,854 | 879 | 22.1% | $17.25万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $93.36万 | 0.46% | 29,238 | 29,238 | — | $93.36万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $90.13万 | 0.45% | 42,233 | -8,572 | -16.9% | -$18.29万 | 减仓 |
| SLV | ISHARES SILVER TR | $86.28万 | 0.43% | 12,662 | 12,459 | 6,137.4% | $84.90万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $84.62万 | 0.42% | 32,213 | 1,692 | 5.5% | $4.44万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $83.68万 | 0.42% | 26,021 | -4,716 | -15.3% | -$15.17万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $78.03万 | 0.39% | 6,740 | 47 | 0.7% | $5,441 | 加仓 |
| VUG | VANGUARD INDEX FDS | $77.79万 | 0.39% | 1,781 | -199 | -10.1% | -$8.69万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $77.01万 | 0.38% | 25,860 | 25,860 | — | $77.01万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $75.40万 | 0.37% | 1,306 | 174 | 15.4% | $10.05万 | 加仓 |
| — | ADVISORSHARES TR | $73.17万 | 0.36% | 17,280 | -1,056 | -5.8% | -$4.47万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $68.30万 | 0.34% | 27,575 | -44,770 | -61.9% | -$110.90万 | 减仓 |
| TSLA | TESLA INC | $67.29万 | 0.33% | 1,810 | 577 | 46.8% | $21.45万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $64.31万 | 0.32% | 13,596 | 6,247 | 85.0% | $29.55万 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $63.52万 | 0.32% | 128,589 | 95,498 | 288.6% | $47.18万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $61.35万 | 0.30% | 11,620 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $58.96万 | 0.29% | 8,731 | 3,927 | 81.7% | $26.52万 | 加仓 |
| — | VOLATILITY SHS TR | $58.09万 | 0.29% | 25,992 | 730 | 2.9% | $1.63万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $57.98万 | 0.29% | 24,666 | 3,518 | 16.6% | $8.27万 | 加仓 |
| ESGU | ISHARES TR | $57.13万 | 0.28% | 4,040 | 231 | 6.1% | $3.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $55.30万 | 0.27% | 555 | 52 | 10.3% | $5.18万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $54.32万 | 0.27% | 26,692 | 3,163 | 13.4% | $6.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $53.82万 | 0.27% | 1,454 | 106 | 7.9% | $3.92万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $50.13万 | 0.25% | 13,049 | 2,002 | 18.1% | $7.69万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $48.57万 | 0.24% | 6,595 | 4,325 | 190.5% | $31.85万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $46.93万 | 0.23% | 18,381 | 18,359 | 83,450.0% | $46.87万 | 加仓 |
| GOOGL | ALPHABET INC | $46.04万 | 0.23% | 1,601 | 215 | 15.5% | $6.18万 | 加仓 |
| RAVI | FLEXSHARES TR | $44.40万 | 0.22% | 5,888 | -10,510 | -64.1% | -$79.25万 | 减仓 |
| DUOL | DUOLINGO INC | $44.36万 | 0.22% | 4,500 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC | $42.26万 | 0.21% | 19,721 | -79 | -0.4% | -$1,693 | 减仓 |
| VOE | VANGUARD INDEX FDS | $42.02万 | 0.21% | 2,280 | 466 | 25.7% | $8.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.62万 | 0.19% | 5,871 | 2,555 | 77.1% | $16.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.59万 | 0.17% | 517 | 169 | 48.6% | $10.98万 | 加仓 |
| AGQ | PROSHARES TR II | $33.18万 | 0.16% | 2,776 | 2,776 | — | $33.18万 | 新建仓 |
| IJR | ISHARES TR | $31.78万 | 0.16% | 2,556 | 1,172 | 84.7% | $14.57万 | 加仓 |
| PULS | PGIM ETF TR | $30.78万 | 0.15% | 6,218 | -9,462 | -60.3% | -$46.84万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.65万 | 0.15% | 12,343 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $29.48万 | 0.15% | 1,028 | -251 | -19.6% | -$7.20万 | 减仓 |
| AVGO | BROADCOM INC | $29.01万 | 0.14% | 937 | 139 | 17.4% | $4.30万 | 加仓 |
| MSTR | STRATEGY INC | $28.74万 | 0.14% | 2,303 | 875 | 61.3% | $10.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.32万 | 0.14% | 838 | 85 | 11.3% | $2.87万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $28.31万 | 0.14% | 8,460 | 5,442 | 180.3% | $18.21万 | 加仓 |
| — | ETF SER SOLUTIONS | $27.71万 | 0.14% | 7,404 | -235 | -3.1% | -$8,794 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $27.34万 | 0.14% | 13,042 | 7,562 | 138.0% | $15.85万 | 加仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $26.83万 | 0.13% | 57,447 | -19,508 | -25.3% | -$9.11万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $26.59万 | 0.13% | 4,594 | -140 | -3.0% | -$8,103 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.93万 | 0.13% | 10,476 | 10,476 | — | $25.93万 | 新建仓 |