13F 机构持仓

Legacy Wealth Managment, LLC/ID

BOISE ID · SEC CIK 0002045082

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.43亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SIMPLIFY EXCHA 10.1%
NEOVOLTA INC 8.2%
STREAMEX CORP 3.9%
BUFD 3.5%
BIL 3.2%
BUFR 3.0%
BUFQ 2.8%
ICSH 2.6%
FIRST TR EXCHN 2.5%
FTSM 1.7%

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
RGTI RIGETTI COMPUTING INC $3,2020.00%228 4222.6% $590 加仓
VTIP VANGUARD MALVERN FDS $3,1970.00%64 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $3,1070.00%9 6200.0% $2,071 加仓
EDIV SPDR INDEX SHS FDS $3,0800.00%78 78— $3,080 新建仓
SHEL SHELL PLC $3,0690.00%33 00.0% — 不变
TRP TC ENERGY CORP $3,0680.00%49 00.0% — 不变
NUE NUCOR CORP $3,0440.00%18 00.0% — 不变
ESNT ESSENT GROUP LTD $3,0390.00%52 -22-29.7% -$1,286 减仓
FXU FIRST TR EXCHANGE-TRADED FD $2,9760.00%60 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $2,9710.00%41 22115.8% $1,594 加仓
— GLOBAL X FDS $2,9520.00%70 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $2,9450.00%48 -15-23.8% -$920 减仓
CNR CORE NATURAL RESOURCES INC $2,9330.00%28 28— $2,933 新建仓
ABT ABBOTT LABORATORIES $2,8750.00%28 -46-62.2% -$4,723 减仓
FDX FEDEX CORP $2,8500.00%8 00.0% — 不变
MGY MAGNOLIA OIL & GAS CORP $2,8420.00%90 4391.5% $1,358 加仓
DKNG DRAFTKINGS INC NEW $2,8110.00%130 00.0% — 不变
IDXX IDEXX LABS INC $2,8100.00%5 00.0% — 不变
PBF PBF ENERGY INC $2,8100.00%59 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $2,8050.00%150 00.0% — 不变
— NEOS ETF TRUST $2,7870.00%85 85— $2,787 新建仓
APH AMPHENOL CORP $2,7800.00%22 00.0% — 不变
EPOL ISHARES TR $2,7600.00%58 58— $2,760 新建仓
ARES ARES MANAGEMENT CORPORATION $2,7280.00%25 631.6% $655 加仓
TM TOYOTA MOTOR CORP $2,6800.00%13 00.0% — 不变
VRSK VERISK ANALYTICS INC $2,6570.00%14 327.3% $569 加仓
OGE OGE ENERGY CORP $2,6380.00%55 -40-42.1% -$1,919 减仓
ULTA ULTA BEAUTY INC $2,6140.00%5 00.0% — 不变
WLDN WILLDAN GROUP INC $2,6040.00%34 34— $2,604 新建仓
HMC HONDA MOTOR CO LTD $2,6020.00%107 107— $2,602 新建仓
CCL CARNIVAL CORP $2,5880.00%100 00.0% — 不变
IGLB ISHARES TR $2,5810.00%52 00.0% — 不变
IOT SAMSARA INC $2,5670.00%81 81— $2,567 新建仓
BBAI BIGBEAR AI HLDGS INC $2,5380.00%721 00.0% — 不变
— BLACKROCK TCP CAPITAL CORP $2,5270.00%700 700— $2,527 新建仓
— BLACKROCK ETF TRUST II $2,4950.00%52 52— $2,495 新建仓
RKT ROCKET COS INC $2,4940.00%175 00.0% — 不变
BCI ABRDN ETFS $2,4780.00%102 102— $2,478 新建仓
XLF SELECT SECTOR SPDR TR $2,4690.00%50 -83-62.4% -$4,099 减仓
MOO VANECK ETF TRUST $2,4510.00%29 29— $2,451 新建仓
CCEP COCA-COLA EUROPACIFIC PARTNE $2,4490.00%27 00.0% — 不变
MDB MONGODB INC $2,4480.00%10 00.0% — 不变
VIOV VANGUARD ADMIRAL FDS INC $2,4420.00%24 00.0% — 不变
ARW ARROW ELECTRS INC $2,4380.00%17 00.0% — 不变
LQD ISHARES TR $2,3980.00%22 00.0% — 不变
— DIMENSIONAL ETF TRUST $2,3900.00%65 65— $2,390 新建仓
CORT CORCEPT THERAPEUTICS INC $2,3790.00%59 -28-32.2% -$1,129 减仓
POST POST HLDGS INC $2,3730.00%24 -11-31.4% -$1,088 减仓
TER TERADYNE INC $2,3720.00%8 -2-20.0% -$593 减仓
— INOVIO PHARMACEUTICALS INC $2,3600.00%1,356 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $2,3330.00%16 -8-33.3% -$1,166 减仓
REGN REGENERON PHARMACEUTICALS $2,3180.00%3 00.0% — 不变
HYGH ISHARES U S ETF TR $2,3120.00%27 27— $2,312 新建仓
SOUN SOUNDHOUND AI INC $2,3090.00%336 00.0% — 不变
CNK CINEMARK HLDGS INC $2,2820.00%80 -62-43.7% -$1,769 减仓
ABNB AIRBNB INC $2,2740.00%18 -30-62.5% -$3,790 减仓
IHS IHS HOLDING LIMITED $2,2560.00%274 00.0% — 不变
CMS CMS ENERGY CORP $2,2500.00%29 00.0% — 不变
XLP SELECT SECTOR SPDR TR $2,2140.00%27 -51-65.4% -$4,182 减仓
PICK ISHARES INC $2,2080.00%39 39— $2,208 新建仓
— DIGITAL BRANDS GROUP INC $2,2050.00%1,225 1,225— $2,205 新建仓
PCAR PACCAR INC $2,1950.00%19 00.0% — 不变
MCO MOODYS CORP $2,1820.00%5 00.0% — 不变
HYS PIMCO ETF TR $2,1460.00%23 00.0% — 不变
DXYZ DESTINY TECH100 INC $2,1430.00%80 00.0% — 不变
— GRANITESHARES PLATINUM TR $2,1370.00%113 113— $2,137 新建仓
LYV LIVE NATION ENTERTAINMENT IN $2,1360.00%14 00.0% — 不变
AXON AXON ENTERPRISE INC $2,1240.00%5 00.0% — 不变
BBEU J P MORGAN EXCHANGE TRADED F $2,1000.00%29 29— $2,100 新建仓
TTD THE TRADE DESK INC $2,0880.00%92 -46-33.3% -$1,044 减仓
SIVR ABRDN SILVER ETF TRUST $2,0770.00%29 -171-85.5% -$1.22万 重新持有
OBE OBSIDIAN ENERGY LTD $2,0740.00%219 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,0600.00%6 6— $2,060 新建仓
QTUM ETF SER SOLUTIONS $2,0570.00%19 535.7% $541 加仓
MISL FIRST TR EXCHANGE-TRADED FD $2,0570.00%46 46— $2,057 新建仓
FLRN SPDR SERIES TRUST $2,0320.00%66 00.0% — 不变
— BANK MONTREAL MEDIUM $2,0140.00%10 00.0% — 不变
— TEUCRIUM COMMODITY TR $2,0010.00%82 82— $2,001 新建仓
AVUV AMERICAN CENTY ETF TR $1,9930.00%18 -77-81.1% -$8,526 重新持有
NXST NEXSTAR MEDIA GROUP INC $1,9900.00%11 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC $1,9800.00%42 -17-28.8% -$801 减仓
PCOR PROCORE TECHNOLOGIES INC $1,9380.00%34 00.0% — 不变
IVOV VANGUARD ADMIRAL FDS INC $1,9380.00%19 00.0% — 不变
GAL SSGA ACTIVE ETF TR $1,9360.00%39 39— $1,936 新建仓
AME AMETEK INC $1,9300.00%9 00.0% — 不变
FUBO FUBOTV INC $1,9210.00%203 203— $1,921 新建仓
NTES NETEASE COM INC $1,9030.00%17 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $1,8670.00%124 00.0% — 不变
NEO NEOGENOMICS INC $1,8550.00%250 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $1,8510.00%50 50— $1,851 新建仓
— PUTNAM ETF TRUST $1,8480.00%67 67— $1,848 新建仓
NBIX NEUROCRINE BIOSCIENCES INC $1,8450.00%14 00.0% — 不变
GVI ISHARES TR $1,8140.00%17 00.0% — 不变
— HONEYWELL INTL INC $1,8090.00%8 00.0% — 不变
— ISHARES TR $1,7710.00%17 00.0% — 不变
REZ ISHARES TR $1,7480.00%21 00.0% — 不变
NSC NORFOLK SOUTHN CORP $1,7220.00%6 6— $1,722 新建仓
VCLT VANGUARD SCOTTSDALE FDS $1,7190.00%23 00.0% — 不变
FTNT FORTINET INC $1,7170.00%21 -18-46.2% -$1,472 减仓
SCHA SCHWAB STRATEGIC TR $1,7160.00%59 59— $1,716 新建仓