Legacy Wealth Management, LLC / MS
RIDGELAND MS · SEC CIK 0002047443
$3.51亿2026Q1 申报市值
106持仓数
63.0%前十大占比 · 第一大 18.2%
15 / 7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
AVDE 新建仓+$555.24万
AVDV 新建仓+$313.82万
GOOG 加仓+$98.60万
NOW 新建仓+$87.49万
TSLA 加仓+$77.29万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$281.60万
MSFT 减仓-$240.16万
UNH 减仓-$135.35万
DHR 减仓-$121.67万
TMO 减仓-$97.96万
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 |
|---|---|---|---|---|---|---|---|---|
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,882 | -100.0% | -$93.64万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -16,132 | -100.0% | -$75.59万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -13,035 | -100.0% | -$55.32万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,623 | -100.0% | -$29.84万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -5,664 | -100.0% | -$28.84万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,725 | -100.0% | -$22.95万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -7,155 | -100.0% | -$20.62万 | 清仓 |
| GAB | GABELLI EQUITY TR INC | $17.85万 | 0.05% | 31,867 | 343 | 1.1% | $1,921 | 加仓 |
| — | TIDAL TRUST II | $18.23万 | 0.05% | 23,285 | -860 | -3.6% | -$6,734 | 减仓 |
| — | TIDAL TRUST II | $20.07万 | 0.06% | 14,355 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $20.32万 | 0.06% | 934 | -18 | -1.9% | -$3,915 | 减仓 |
| SPGI | S&P GLOBAL INC | $21.27万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $22.14万 | 0.06% | 830 | 830 | — | $22.14万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $22.52万 | 0.06% | 708 | 708 | — | $22.52万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $22.66万 | 0.06% | 1,151 | -75 | -6.1% | -$1.48万 | 减仓 |
| SHEL | SHELL PLC | $22.84万 | 0.07% | 2,456 | 2,456 | — | $22.84万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $23.26万 | 0.07% | 403 | 1 | 0.2% | $577 | 加仓 |
| SPTM | SPDR SERIES TRUST | $23.51万 | 0.07% | 2,974 | -1,181 | -28.4% | -$9.34万 | 减仓 |
| EFA | ISHARES TR | $24.19万 | 0.07% | 2,490 | 2,490 | — | $24.19万 | 新建仓 |
| MLPA | GLOBAL X FDS | $25.35万 | 0.07% | 4,706 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $28.32万 | 0.08% | 1,925 | 71 | 3.8% | $1.04万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.52万 | 0.08% | 1,725 | 1,725 | — | $28.52万 | 新建仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $29.46万 | 0.08% | 14,310 | 25 | 0.2% | $515 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $30.56万 | 0.09% | 1,651 | 14 | 0.9% | $2,591 | 加仓 |
| LLY | ELI LILLY & CO | $31.18万 | 0.09% | 339 | 5 | 1.5% | $4,599 | 加仓 |
| INTC | INTEL CORP | $31.22万 | 0.09% | 7,075 | 7,075 | — | $31.22万 | 新建仓 |
| IWR | ISHARES TR | $31.90万 | 0.09% | 3,281 | 4 | 0.1% | $389 | 加仓 |
| IWB | ISHARES TR | $32.09万 | 0.09% | 900 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $32.53万 | 0.09% | 5,535 | 5,535 | — | $32.53万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $32.66万 | 0.09% | 1,336 | 34 | 2.6% | $8,312 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $34.35万 | 0.10% | 5,626 | 5,626 | — | $34.35万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $35.51万 | 0.10% | 18,095 | -9,269 | -33.9% | -$18.19万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.52万 | 0.10% | 6,267 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $35.64万 | 0.10% | 1,422 | 19 | 1.4% | $4,762 | 加仓 |
| HD | HOME DEPOT INC | $37.32万 | 0.11% | 1,135 | 7 | 0.6% | $2,302 | 加仓 |
| AVY | AVERY DENNISON CORP | $38.68万 | 0.11% | 2,240 | -160 | -6.7% | -$2.76万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.81万 | 0.11% | 6,990 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $39.11万 | 0.11% | 5,041 | 142 | 2.9% | $1.10万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $40.17万 | 0.11% | 1,880 | 1,880 | — | $40.17万 | 新建仓 |
| TRMK | TRUSTMARK CORP | $43.40万 | 0.12% | 10,300 | -400 | -3.7% | -$1.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.17万 | 0.13% | 4,756 | 31 | 0.7% | $2,879 | 加仓 |
| BX | BLACKSTONE INC | $45.27万 | 0.13% | 3,937 | -96 | -2.4% | -$1.10万 | 减仓 |
| KKR | KKR & CO INC | $46.69万 | 0.13% | 5,048 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $48.53万 | 0.14% | 18,430 | 18,430 | — | $48.53万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $55.64万 | 0.16% | 51,093 | 177 | 0.3% | $1,928 | 加仓 |
| VGT | VANGUARD WORLD FD | $56.06万 | 0.16% | 803 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $57.47万 | 0.16% | 34,372 | 15,340 | 80.6% | $25.65万 | 加仓 |
| BLK | BLACKROCK INC | $58.14万 | 0.17% | 605 | 1 | 0.2% | $961 | 加仓 |
| AME | AMETEK INC | $58.95万 | 0.17% | 2,750 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $59.00万 | 0.17% | 54,938 | 185 | 0.3% | $1,987 | 加仓 |
| TSME | THRIVENT ETF TRUST | $60.27万 | 0.17% | 14,494 | -615 | -4.1% | -$2.56万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $67.42万 | 0.19% | 4,335 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $68.56万 | 0.20% | 2,156 | 3 | 0.1% | $954 | 加仓 |
| AMGN | AMGEN INC | $69.00万 | 0.20% | 1,961 | 9 | 0.5% | $3,167 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $69.09万 | 0.20% | 2,045 | 2,045 | — | $69.09万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.35万 | 0.20% | 1,468 | 25 | 1.7% | $1.20万 | 加仓 |
| LIN | LINDE PLC | $70.65万 | 0.20% | 1,425 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $72.43万 | 0.21% | 9,524 | 15 | 0.2% | $1,141 | 加仓 |
| FTV | FORTIVE CORP | $73.17万 | 0.21% | 13,237 | -5,000 | -27.4% | -$27.64万 | 减仓 |
| GEV | GE VERNOVA INC | $73.26万 | 0.21% | 839 | 839 | — | $73.26万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $81.91万 | 0.23% | 49,765 | 27,560 | 124.1% | $45.36万 | 加仓 |
| ZTS | ZOETIS INC | $85.32万 | 0.24% | 7,218 | -1,487 | -17.1% | -$17.58万 | 减仓 |
| NOW | SERVICENOW INC | $87.49万 | 0.25% | 8,368 | 8,368 | — | $87.49万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $92.41万 | 0.26% | 3,055 | 40 | 1.3% | $1.21万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $95.05万 | 0.27% | 46,540 | -551 | -1.2% | -$1.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $98.06万 | 0.28% | 1,641 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $105.75万 | 0.30% | 3,908 | -5,002 | -56.1% | -$135.35万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $116.91万 | 0.33% | 2,536 | 476 | 23.1% | $21.94万 | 加仓 |
| CVX | CHEVRON CORP NEW | $130.13万 | 0.37% | 6,289 | 1,309 | 26.3% | $27.08万 | 加仓 |
| COP | CONOCOPHILLIPS | $134.48万 | 0.38% | 10,188 | -1,196 | -10.5% | -$15.79万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $145.62万 | 0.42% | 39,240 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $148.18万 | 0.42% | 3,986 | 2,079 | 109.0% | $77.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $151.41万 | 0.43% | 7,889 | 1,326 | 20.2% | $25.45万 | 加仓 |
| T | AT&T INC | $153.03万 | 0.44% | 52,787 | -1,172 | -2.2% | -$3.40万 | 减仓 |
| UNP | UNION PAC CORP | $158.48万 | 0.45% | 6,532 | -324 | -4.7% | -$7.86万 | 减仓 |
| MCD | MCDONALDS CORP | $166.22万 | 0.47% | 5,348 | 1 | 0.0% | $311 | 加仓 |
| IEX | IDEX CORP | $170.12万 | 0.48% | 8,975 | -579 | -6.1% | -$10.97万 | 减仓 |
| LOW | LOWES COS INC | $181.01万 | 0.52% | 7,661 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $190.35万 | 0.54% | 102,006 | 4,225 | 4.3% | $7.88万 | 加仓 |
| DHR | DANAHER CORPORATION | $200.60万 | 0.57% | 10,580 | -6,417 | -37.8% | -$121.67万 | 减仓 |
| — | EXXON MOBIL CORP | $210.82万 | 0.60% | 12,426 | -31 | -0.2% | -$5,259 | 减仓 |
| — | HONEYWELL INTL INC | $218.37万 | 0.62% | 9,661 | -2,944 | -23.4% | -$66.54万 | 减仓 |
| HUBB | HUBBELL INC | $219.19万 | 0.62% | 4,467 | 1 | 0.0% | $491 | 加仓 |
| ABT | ABBOTT LABS | $244.60万 | 0.70% | 23,824 | -46 | -0.2% | -$4,723 | 减仓 |
| AVGO | BROADCOM INC | $251.90万 | 0.72% | 8,139 | 33 | 0.4% | $1.02万 | 加仓 |
| IQV | IQVIA HLDGS INC | $284.58万 | 0.81% | 16,687 | -3,953 | -19.2% | -$67.41万 | 减仓 |
| SYK | STRYKER CORPORATION | $286.00万 | 0.82% | 8,704 | 1 | 0.0% | $329 | 加仓 |
| META | META PLATFORMS INC | $289.84万 | 0.83% | 5,066 | 707 | 16.2% | $40.45万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $292.19万 | 0.83% | 13,491 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $293.28万 | 0.84% | 60,159 | -16,659 | -21.7% | -$81.21万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $301.31万 | 0.86% | 6,130 | -1,993 | -24.5% | -$97.96万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $313.82万 | 0.89% | 31,426 | 31,426 | — | $313.82万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $326.50万 | 0.93% | 52,032 | 2,232 | 4.5% | $14.01万 | 加仓 |
| GOOG | ALPHABET INC | $361.74万 | 1.03% | 12,610 | 3,437 | 37.5% | $98.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $366.67万 | 1.05% | 12,465 | -79 | -0.6% | -$2.32万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $372.31万 | 1.06% | 3,736 | 13 | 0.3% | $1.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $377.27万 | 1.08% | 11,760 | -431 | -3.5% | -$13.83万 | 减仓 |
| CB | CHUBB LIMITED | $380.16万 | 1.08% | 11,664 | -2,947 | -20.2% | -$96.05万 | 减仓 |