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 |
|---|---|---|---|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | $5,442 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5,433 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $5,421 | 0.00% | 440 | 440 | — | $5,421 | 新建仓 |
| ENB | ENBRIDGE INC | $5,414 | 0.00% | 100 | 52 | 108.3% | $2,815 | 加仓 |
| DAL | DELTA AIR LINES INC | $5,385 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $5,371 | 0.00% | 122 | 122 | — | $5,371 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $5,358 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $5,309 | 0.00% | 28 | -43 | -60.6% | -$8,153 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $5,295 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $5,215 | 0.00% | 70 | 46 | 191.7% | $3,427 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $5,215 | 0.00% | 107 | 107 | — | $5,215 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $5,207 | 0.00% | 74 | 74 | — | $5,207 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $5,176 | 0.00% | 32 | 3 | 10.3% | $485 | 加仓 |
| FLOT | ISHARES TR | $5,146 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $5,127 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $5,103 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $5,080 | 0.00% | 25 | -11 | -30.6% | -$2,235 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $5,057 | 0.00% | 106 | -56 | -34.6% | -$2,672 | 减仓 |
| GROY | GOLD ROYALTY CORP | $5,012 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $4,945 | 0.00% | 164 | 164 | — | $4,945 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $4,900 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $4,863 | 0.00% | 16 | -7 | -30.4% | -$2,128 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $4,840 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $4,818 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $4,809 | 0.00% | 5 | 5 | — | $4,809 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $4,807 | 0.00% | 253 | 253 | — | $4,807 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $4,783 | 0.00% | 139 | 136 | 4,533.3% | $4,680 | 加仓 |
| INVA | INNOVIVA INC | $4,777 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $4,765 | 0.00% | 20 | 20 | — | $4,765 | 新建仓 |
| DHR | DANAHER CORP DEL | $4,740 | 0.00% | 25 | 5 | 25.0% | $948 | 加仓 |
| CCJ | CAMECO CORP | $4,671 | 0.00% | 43 | 37 | 616.7% | $4,019 | 加仓 |
| ATI | ATI INC | $4,655 | 0.00% | 32 | 32 | — | $4,655 | 新建仓 |
| MHO | M/I HOMES INC | $4,654 | 0.00% | 38 | -22 | -36.7% | -$2,694 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $4,636 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $4,549 | 0.00% | 21 | 4 | 23.5% | $866 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $4,512 | 0.00% | 18 | 4 | 28.6% | $1,003 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $4,493 | 0.00% | 791 | 791 | — | $4,493 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $4,471 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $4,459 | 0.00% | 15 | -5 | -25.0% | -$1,486 | 减仓 |
| KBH | KB HOME | $4,451 | 0.00% | 86 | -39 | -31.2% | -$2,018 | 减仓 |
| COKE | COCA COLA CONS INC | $4,411 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $4,394 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $4,327 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $4,316 | 0.00% | 120 | 120 | — | $4,316 | 新建仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $4,300 | 0.00% | 82 | 82 | — | $4,300 | 新建仓 |
| TXN | TEXAS INSTRS INC | $4,272 | 0.00% | 22 | 20 | 1,000.0% | $3,884 | 加仓 |
| ILTB | ISHARES TR | $4,262 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4,241 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TRFK | PACER FDS TR | $4,233 | 0.00% | 68 | 68 | — | $4,233 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $4,211 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $4,188 | 0.00% | 41 | 37 | 925.0% | $3,779 | 加仓 |
| VGT | VANGUARD WORLD FD | $4,187 | 0.00% | 6 | 6 | — | $4,187 | 新建仓 |
| WAT | WATERS CORP | $4,170 | 0.00% | 14 | 14 | — | $4,170 | 新建仓 |
| AZN | ASTRAZENECA PLC | $4,142 | 0.00% | 21 | 21 | — | $4,142 | 新建仓 |
| HEI | HEICO CORP NEW | $4,113 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4,104 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $4,101 | 0.00% | 64 | -19 | -22.9% | -$1,217 | 减仓 |
| SDRL | SEADRILL LTD | $4,095 | 0.00% | 90 | 90 | — | $4,095 | 新建仓 |
| NMIH | NMI HLDGS INC | $4,089 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $4,087 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $4,053 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | INVESTCORP CR MGMT BDC INC | $4,050 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $4,034 | 0.00% | 34 | -5 | -12.8% | -$593 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $4,027 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3,999 | 0.00% | 71 | 14 | 24.6% | $789 | 加仓 |
| SSO | PROSHARES TR | $3,995 | 0.00% | 77 | -19,067 | -99.6% | -$98.93万 | 减仓 |
| JBL | JABIL INC | $3,985 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $3,970 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $3,965 | 0.00% | 20 | -37 | -64.9% | -$7,335 | 减仓 |
| — | CANARY XRP ETF | $3,904 | 0.00% | 273 | 244 | 841.4% | $3,489 | 加仓 |
| — | RCM TECHNOLOGIES INC | $3,828 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TFII | TRANSFORCE INC | $3,803 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $3,782 | 0.00% | 21 | 8 | 61.5% | $1,441 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $3,778 | 0.00% | 61 | -19 | -23.8% | -$1,177 | 减仓 |
| H | HYATT HOTELS CORP | $3,739 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $3,732 | 0.00% | 75 | 75 | — | $3,732 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $3,705 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $3,698 | 0.00% | 100 | 39 | 63.9% | $1,442 | 加仓 |
| COMP | COMPASS INC | $3,655 | 0.00% | 500 | 500 | — | $3,655 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $3,649 | 0.00% | 301 | -18,518 | -98.4% | -$22.45万 | 减仓 |
| IAU | ISHARES GOLD TR | $3,615 | 0.00% | 41 | 21 | 105.0% | $1,852 | 加仓 |
| SLVM | SYLVAMO CORP | $3,591 | 0.00% | 85 | -24 | -22.0% | -$1,014 | 减仓 |
| IUSV | ISHARES TR | $3,579 | 0.00% | 35 | 26 | 288.9% | $2,659 | 加仓 |
| MDT | MEDTRONIC PLC | $3,553 | 0.00% | 41 | 11 | 36.7% | $953 | 加仓 |
| B | BARRICK MNG CORP | $3,549 | 0.00% | 87 | 87 | — | $3,549 | 新建仓 |
| KEY | KEYCORP | $3,509 | 0.00% | 175 | 175 | — | $3,509 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $3,490 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $3,474 | 0.00% | 40 | -29 | -42.0% | -$2,519 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,469 | 0.00% | 23 | 9 | 64.3% | $1,357 | 加仓 |
| FMC | FMC CORP | $3,444 | 0.00% | 200 | 200 | — | $3,444 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $3,406 | 0.00% | 40 | -1 | -2.4% | -$85 | 减仓 |
| VLTO | VERALTO CORP | $3,360 | 0.00% | 38 | 8 | 26.7% | $707 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $3,341 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $3,331 | 0.00% | 116 | 116 | — | $3,331 | 新建仓 |
| IPAC | ISHARES TR | $3,290 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $3,280 | 0.00% | 17 | -86 | -83.5% | -$1.66万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $3,279 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,262 | 0.00% | 8 | 8 | — | $3,262 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $3,238 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $3,225 | 0.00% | 80 | 0 | 0.0% | — | 不变 |