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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $1.79万 | 0.01% | 114 | 14 | 14.0% | $2,201 | 加仓 |
| ES | EVERSOURCE ENERGY | $1.77万 | 0.01% | 256 | 191 | 293.8% | $1.32万 | 加仓 |
| EMB | ISHARES TR | $1.76万 | 0.01% | 187 | 73 | 64.0% | $6,857 | 加仓 |
| IWP | ISHARES TR | $1.76万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $1.71万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.70万 | 0.01% | 130 | 10 | 8.3% | $1,310 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1.70万 | 0.01% | 156 | 68 | 77.3% | $7,411 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.69万 | 0.01% | 235 | -14 | -5.6% | -$1,007 | 减仓 |
| SYK | STRYKER CORPORATION | $1.68万 | 0.01% | 51 | 30 | 142.9% | $9,858 | 加仓 |
| SLB | SLB LIMITED | $1.67万 | 0.01% | 325 | 122 | 60.1% | $6,270 | 加仓 |
| AOR | ISHARES TR | $1.63万 | 0.01% | 253 | 15 | 6.3% | $965 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.61万 | 0.01% | 227 | 80 | 54.4% | $5,691 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1.61万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $1.61万 | 0.01% | 212 | 44 | 26.2% | $3,346 | 加仓 |
| NKE | NIKE INC | $1.60万 | 0.01% | 302 | 116 | 62.4% | $6,131 | 加仓 |
| NVS | NOVARTIS AG | $1.59万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.56万 | 0.01% | 56 | -5 | -8.2% | -$1,389 | 减仓 |
| ET | ENERGY TRANSFER L P | $1.54万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $1.52万 | 0.01% | 327 | 64 | 24.3% | $2,968 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1.51万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $1.51万 | 0.01% | 258 | -92 | -26.3% | -$5,373 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.50万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $1.48万 | 0.01% | 579 | 579 | — | $1.48万 | 新建仓 |
| CSHI | NEOS ETF TRUST | $1.48万 | 0.01% | 298 | 278 | 1,390.0% | $1.38万 | 加仓 |
| XPO | XPO INC | $1.48万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.47万 | 0.01% | 588 | 588 | — | $1.47万 | 新建仓 |
| EIX | EDISON INTL | $1.46万 | 0.01% | 200 | 200 | — | $1.46万 | 新建仓 |
| MATX | MATSON INC | $1.46万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1.46万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $1.45万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $1.44万 | 0.01% | 224 | 127 | 130.9% | $8,154 | 加仓 |
| HAS | HASBRO INC | $1.42万 | 0.01% | 152 | 152 | — | $1.42万 | 新建仓 |
| ITOT | ISHARES TR | $1.38万 | 0.01% | 97 | 97 | — | $1.38万 | 新建仓 |
| FE | FIRSTENERGY CORP | $1.37万 | 0.01% | 271 | 169 | 165.7% | $8,562 | 加仓 |
| ABM | ABM INDS INC | $1.37万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $1.37万 | 0.01% | 323 | 65 | 25.2% | $2,759 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.35万 | 0.01% | 441 | 230 | 109.0% | $7,059 | 加仓 |
| — | POLYRIZON LTD | $1.34万 | 0.01% | 1,150 | 1,150 | — | $1.34万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.32万 | 0.01% | 143 | 52 | 57.1% | $4,800 | 加仓 |
| O | REALTY INCOME CORP | $1.32万 | 0.01% | 216 | -79 | -26.8% | -$4,827 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.31万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1.31万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.30万 | 0.01% | 188 | 53 | 39.3% | $3,652 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1.28万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.26万 | 0.01% | 131 | 71 | 118.3% | $6,850 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.24万 | 0.01% | 244 | -130 | -34.8% | -$6,628 | 减仓 |
| — | COLLPLANT BIOTECHNOLOGIES LT | $1.24万 | 0.01% | 23,179 | 19,707 | 567.6% | $1.06万 | 加仓 |
| — | SPROTT FDS TR | $1.23万 | 0.01% | 208 | 208 | — | $1.23万 | 新建仓 |
| KKR | KKR & CO INC | $1.23万 | 0.01% | 133 | 61 | 84.7% | $5,643 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $1.22万 | 0.01% | 566 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $1.21万 | 0.01% | 242 | 242 | — | $1.21万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.18万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $1.18万 | 0.01% | 106 | 106 | — | $1.18万 | 新建仓 |
| EQIX | EQUINIX INC | $1.18万 | 0.01% | 12 | 7 | 140.0% | $6,862 | 加仓 |
| MLI | MUELLER INDS INC | $1.17万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.17万 | 0.01% | 36 | 24 | 200.0% | $7,823 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1.17万 | 0.01% | 132 | 108 | 450.0% | $9,580 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.17万 | 0.01% | 50 | 50 | — | $1.17万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $1.16万 | 0.01% | 375 | 375 | — | $1.16万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.16万 | 0.01% | 229 | -198 | -46.4% | -$1.00万 | 减仓 |
| PSX | PHILLIPS 66 | $1.15万 | 0.01% | 63 | 63 | — | $1.15万 | 新建仓 |
| RDDT | REDDIT INC | $1.14万 | 0.01% | 85 | 1 | 1.2% | $135 | 加仓 |
| GEV | GE VERNOVA INC | $1.13万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.13万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $1.12万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.12万 | 0.01% | 23 | 1 | 4.5% | $485 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1.11万 | 0.01% | 116 | -28 | -19.4% | -$2,688 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $1.11万 | 0.01% | 1,173 | 0 | 0.0% | — | 不变 |
| AUSF | GLOBAL X FDS | $1.11万 | 0.01% | 229 | 229 | — | $1.11万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $1.10万 | 0.01% | 232 | 51 | 28.2% | $2,425 | 加仓 |
| VEEV | VEEVA SYS INC | $1.09万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.09万 | 0.01% | 235 | 82 | 53.6% | $3,788 | 加仓 |
| — | STREAMEX CORP 看涨期权 | $1.08万 | 0.01% | 9,600 | -14,700 | -60.5% | -$1.66万 | 减仓 |
| ICVT | ISHARES TR | $1.08万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $1.08万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1.07万 | 0.01% | 114 | 26 | 29.5% | $2,446 | 加仓 |
| MTG | MGIC INVT CORP WIS | $1.06万 | 0.01% | 405 | -48 | -10.6% | -$1,260 | 减仓 |
| KCE | SPDR SERIES TRUST | $1.06万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.06万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.05万 | 0.01% | 132 | 132 | — | $1.05万 | 新建仓 |
| INGR | INGREDION INC | $1.05万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $1.03万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.02万 | 0.01% | 104 | 104 | — | $1.02万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.02万 | 0.01% | 26 | -4 | -13.3% | -$1,562 | 减仓 |
| EMR | EMERSON ELEC CO | $9,958 | 0.00% | 76 | 40 | 111.1% | $5,241 | 加仓 |
| NOW | SERVICENOW INC | $9,933 | 0.00% | 95 | 15 | 18.8% | $1,568 | 加仓 |
| SNPS | SYNOPSYS INC | $9,913 | 0.00% | 25 | 1 | 4.2% | $397 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $9,860 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9,826 | 0.00% | 443 | 152 | 52.2% | $3,371 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $9,812 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $9,779 | 0.00% | 179 | 179 | — | $9,779 | 新建仓 |
| — | FRANKLIN CRYPTO INDEX ETF | $9,715 | 0.00% | 564 | 564 | — | $9,715 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $9,702 | 0.00% | 416 | 416 | — | $9,702 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $9,678 | 0.00% | 562 | 562 | — | $9,678 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $9,677 | 0.00% | 66 | -20 | -23.3% | -$2,932 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $9,637 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $9,582 | 0.00% | 100 | 46 | 85.2% | $4,408 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $9,576 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $9,555 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $9,545 | 0.00% | 87 | 20 | 29.9% | $2,194 | 加仓 |