Legacy Wealth Managment, LLC/ID
BOISE ID · SEC CIK 0002045082
$2.43亿2026Q2 申报市值
196持仓数
32.2%前十大占比 · 第一大 6.4%
27 / 876新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHG 新建仓+$622.94万
PERPETUALS.COM L 新建仓+$501.15万
BDYN 新建仓+$449.09万
LIXTE BIOTECHNOL 新建仓+$445.70万
BDVL 新建仓+$366.23万
2026Q2 卖出最多 按季末市值估算
SIMPLIFY EXCHANG 减仓-$736.32万
SNDK 减仓-$209.87万
EAGLE POINT CR C 减仓-$205.56万
WDC 减仓-$169.96万
FSK 减仓-$146.09万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | NEOVOLTA INC | $1,542.40万 | 6.35% | 4,896,515 | -428,509 | -8.0% | -$134.98万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,382.32万 | 5.69% | 584,369 | -311,273 | -34.8% | -$736.32万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $774.12万 | 3.19% | 260,471 | 5,887 | 2.3% | $17.50万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $700.29万 | 2.89% | 191,704 | 12,191 | 6.8% | $44.53万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $669.11万 | 2.76% | 170,386 | 8,960 | 5.6% | $35.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $622.94万 | 2.57% | 184,085 | 184,085 | — | $622.94万 | 新建仓 |
| — | STREAMEX CORP | $555.25万 | 2.29% | 6,530,074 | -499,277 | -7.1% | -$42.45万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $536.93万 | 2.21% | 207,428 | 6,455 | 3.2% | $16.71万 | 加仓 |
| BIL | SPDR SERIES TRUST | $526.77万 | 2.17% | 57,482 | -12,095 | -17.4% | -$110.84万 | 减仓 |
| — | PERPETUALS.COM LTD | $501.15万 | 2.06% | 849,411 | 849,411 | — | $501.15万 | 新建仓 |
| ALOY | REALLOYS INC | $498.73万 | 2.05% | 345,145 | 146,458 | 73.7% | $211.63万 | 加仓 |
| ICSH | ISHARES TR | $474.46万 | 1.95% | 93,803 | -8,736 | -8.5% | -$44.19万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $449.09万 | 1.85% | 161,892 | 161,892 | — | $449.09万 | 新建仓 |
| — | LIXTE BIOTECHNOLOGY HLDGS IN | $445.70万 | 1.84% | 600,669 | 600,669 | — | $445.70万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $366.23万 | 1.51% | 140,966 | 140,966 | — | $366.23万 | 新建仓 |
| SNDK | SANDISK CORP | $348.56万 | 1.44% | 1,533 | -923 | -37.6% | -$209.87万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $329.05万 | 1.36% | 137,965 | 67,425 | 95.6% | $160.81万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $328.33万 | 1.35% | 54,969 | -2,671 | -4.6% | -$15.95万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $314.49万 | 1.30% | 38,798 | 5,089 | 15.1% | $41.25万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $310.55万 | 1.28% | 10,250 | 1,175 | 12.9% | $35.60万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $301.60万 | 1.24% | 4,722 | -2,661 | -36.0% | -$169.96万 | 减仓 |
| DGRW | WISDOMTREE TR | $286.13万 | 1.18% | 29,924 | 3,525 | 13.4% | $33.71万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $270.02万 | 1.11% | 9,476 | 1,800 | 23.4% | $51.29万 | 加仓 |
| IVV | ISHARES TR | $261.75万 | 1.08% | 3,495 | 1,217 | 53.4% | $91.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $195.94万 | 0.81% | 9,792 | 2,278 | 30.3% | $45.58万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $191.25万 | 0.79% | 65,052 | 3,030 | 4.9% | $8.91万 | 加仓 |
| IEF | ISHARES TR | $183.53万 | 0.76% | 19,407 | -967 | -4.7% | -$9.14万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $180.14万 | 0.74% | 86,650 | 78,401 | 950.4% | $162.99万 | 加仓 |
| AAPL | APPLE INC | $175.38万 | 0.72% | 6,061 | 571 | 10.4% | $16.52万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $172.46万 | 0.71% | 8,994 | 1,437 | 19.0% | $27.55万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $170.18万 | 0.70% | 33,700 | 677 | 2.1% | $3.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $169.17万 | 0.70% | 8,880 | 7,724 | 668.2% | $147.15万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $166.80万 | 0.69% | 12,518 | 2,589 | 26.1% | $34.50万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $163.36万 | 0.67% | 30,472 | 30,422 | 60,844.0% | $163.09万 | 加仓 |
| AGG | ISHARES TR | $162.60万 | 0.67% | 16,428 | 6,317 | 62.5% | $62.53万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $161.65万 | 0.67% | 17,991 | 2,402 | 15.4% | $21.58万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $155.95万 | 0.64% | 33,224 | -9,428 | -22.1% | -$44.26万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $154.51万 | 0.64% | 28,880 | -9,059 | -23.9% | -$48.47万 | 减仓 |
| SHV | ISHARES TR | $153.36万 | 0.63% | 13,898 | 2,784 | 25.0% | $30.72万 | 加仓 |
| FLRT | PACER FDS TR | $151.02万 | 0.62% | 32,386 | -981 | -2.9% | -$4.57万 | 减仓 |
| MTUM | ISHARES TR | $147.18万 | 0.61% | 4,293 | 3,801 | 772.6% | $130.31万 | 加仓 |
| IEFA | ISHARES TR | $146.41万 | 0.60% | 15,160 | 14,067 | 1,287.0% | $135.86万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $142.91万 | 0.59% | 25,302 | 24,272 | 2,356.5% | $137.09万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $139.39万 | 0.57% | 71,227 | -4,178 | -5.5% | -$8.18万 | 减仓 |
| MGK | VANGUARD WORLD FD | $137.65万 | 0.57% | 15,658 | 368 | 2.4% | $3.24万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $133.39万 | 0.55% | 61,667 | 19,434 | 46.0% | $42.04万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $132.48万 | 0.55% | 19,604 | -5,089 | -20.6% | -$34.39万 | 减仓 |
| SLV | ISHARES SILVER TR | $127.71万 | 0.53% | 23,885 | 11,223 | 88.6% | $60.01万 | 加仓 |
| VLUE | ISHARES TR | $125.85万 | 0.52% | 6,298 | 5,289 | 524.2% | $105.69万 | 加仓 |
| MLN | VANECK ETF TRUST | $124.67万 | 0.51% | 70,120 | 70,120 | — | $124.67万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $120.38万 | 0.50% | 13,360 | 13,203 | 8,409.6% | $118.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $118.21万 | 0.49% | 3,194 | -124 | -3.7% | -$4.59万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $111.83万 | 0.46% | 24,990 | -10,070 | -28.7% | -$45.06万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $111.66万 | 0.46% | 44,880 | 17,305 | 62.8% | $43.06万 | 加仓 |
| GLDM | WORLD GOLD TR | $111.26万 | 0.46% | 14,009 | 13,993 | 87,456.2% | $111.13万 | 重新持有 |
| MGV | VANGUARD WORLD FD | $110.29万 | 0.45% | 6,748 | 5 | 0.1% | $817 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $109.09万 | 0.45% | 23,140 | 9,544 | 70.2% | $45.00万 | 加仓 |
| IJH | ISHARES TR | $107.19万 | 0.44% | 13,901 | 5,170 | 59.2% | $39.87万 | 加仓 |
| QQQ | INVESCO QQQ TR | $107.17万 | 0.44% | 1,455 | 149 | 11.4% | $10.97万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $106.75万 | 0.44% | 27,202 | 1,342 | 5.2% | $5.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $105.87万 | 0.44% | 4,858 | 4 | 0.1% | $872 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $105.19万 | 0.43% | 33,435 | -19,885 | -37.3% | -$62.56万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $105.17万 | 0.43% | 10,500 | -8,015 | -43.3% | -$80.28万 | 减仓 |
| O | REALTY INCOME CORP | $105.03万 | 0.43% | 16,951 | 16,735 | 7,747.7% | $103.69万 | 加仓 |
| BITO | PROSHARES TR | $104.37万 | 0.43% | 130,791 | -130,260 | -49.9% | -$103.95万 | 减仓 |
| AMZN | AMAZON COM INC | $103.49万 | 0.43% | 4,342 | -1,037 | -19.3% | -$24.72万 | 减仓 |
| — | TIDAL TRUST II | $103.29万 | 0.43% | 49,064 | -13,468 | -21.5% | -$28.35万 | 减仓 |
| GLD | SPDR GOLD TR | $103.22万 | 0.43% | 2,802 | 363 | 14.9% | $13.37万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $98.44万 | 0.41% | 30,772 | 1,534 | 5.2% | $4.91万 | 加仓 |
| BOXX | EA SERIES TRUST | $97.56万 | 0.40% | 8,332 | 8,332 | — | $97.56万 | 新建仓 |
| HYBL | SSGA ACTIVE TR | $96.93万 | 0.40% | 34,680 | 34,680 | — | $96.93万 | 新建仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $96.35万 | 0.40% | 30,782 | 4,761 | 18.3% | $14.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $95.90万 | 0.40% | 11,133 | 447 | 4.2% | $3.85万 | 加仓 |
| TSLA | TESLA INC | $95.85万 | 0.39% | 2,279 | 469 | 25.9% | $19.72万 | 加仓 |
| TFI | SPDR SERIES TRUST | $93.51万 | 0.39% | 20,417 | 20,417 | — | $93.51万 | 新建仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $93.18万 | 0.38% | 33,361 | 1,148 | 3.6% | $3.21万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $92.25万 | 0.38% | 4,980 | 4,948 | 15,462.5% | $91.66万 | 加仓 |
| AVGO | BROADCOM INC | $90.96万 | 0.37% | 2,408 | 1,471 | 157.0% | $55.57万 | 加仓 |
| IEUR | ISHARES TR | $86.32万 | 0.36% | 11,483 | 11,116 | 3,028.9% | $83.56万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $83.25万 | 0.34% | 71,950 | -66,224 | -47.9% | -$76.62万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $81.69万 | 0.34% | 33,841 | 33,841 | — | $81.69万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $78.74万 | 0.32% | 3,701 | 2,629 | 245.2% | $55.93万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $78.67万 | 0.32% | 6,737 | -3 | -0.0% | -$350 | 减仓 |
| GDX | VANECK ETF TRUST | $77.95万 | 0.32% | 10,331 | -266 | -2.5% | -$2.01万 | 减仓 |
| — | CION INVT CORP | $75.49万 | 0.31% | 121,169 | -86,893 | -41.8% | -$54.13万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $75.33万 | 0.31% | 32,164 | 7,498 | 30.4% | $17.56万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $74.20万 | 0.31% | 26,786 | 16,310 | 155.7% | $45.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $73.07万 | 0.30% | 1,959 | 505 | 34.7% | $18.84万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $72.69万 | 0.30% | 14,495 | -10,033 | -40.9% | -$50.32万 | 减仓 |
| GOOGL | ALPHABET INC | $72.52万 | 0.30% | 2,029 | 428 | 26.7% | $15.30万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $71.85万 | 0.30% | 44,796 | -55,109 | -55.2% | -$88.39万 | 减仓 |
| VNOM | VIPER ENERGY INC | $71.51万 | 0.29% | 16,866 | -28,719 | -63.0% | -$121.77万 | 减仓 |
| MLPX | GLOBAL X FDS | $70.07万 | 0.29% | 9,513 | 9,513 | — | $70.07万 | 新建仓 |
| ESGU | ISHARES TR | $66.97万 | 0.28% | 4,092 | 52 | 1.3% | $8,511 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $64.42万 | 0.27% | 11,463 | -157 | -1.4% | -$8,823 | 减仓 |
| — | ADVISORSHARES TR | $62.81万 | 0.26% | 12,857 | -4,423 | -25.6% | -$21.61万 | 减仓 |
| LQD | ISHARES TR | $59.17万 | 0.24% | 5,425 | 5,403 | 24,559.1% | $58.93万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.85万 | 0.24% | 629 | 74 | 13.3% | $6.92万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $58.41万 | 0.24% | 11,161 | 11,161 | — | $58.41万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $58.07万 | 0.24% | 1,216 | 378 | 45.1% | $18.05万 | 加仓 |