Legacy Wealth Management, LLC / MS
RIDGELAND MS · SEC CIK 0002047443
$3.90亿2026Q2 申报市值
114持仓数
66.5%前十大占比 · 第一大 18.5%
13 / 7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
SPYM 加仓+$1,093.47万
AMAT 新建仓+$178.15万
MU 加仓+$173.03万
SPFI 新建仓+$165.88万
WDC 新建仓+$102.45万
2026Q2 卖出最多 按季末市值估算
PLTR 清仓-$541.24万
IQV 减仓-$172.64万
PANW 减仓-$139.99万
NVDA 减仓-$137.94万
HON 减仓-$121.51万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -37,000 | -100.0% | -$541.24万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -3,055 | -100.0% | -$92.41万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -9,524 | -100.0% | -$72.43万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,725 | -100.0% | -$28.52万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,490 | -100.0% | -$24.19万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,456 | -100.0% | -$22.84万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -14,355 | -100.0% | -$20.07万 | 清仓 |
| GAB | GABELLI EQUITY TR INC | $18.24万 | 0.05% | 32,223 | 356 | 1.1% | $2,015 | 加仓 |
| SPGI | S&P GLOBAL INC | $20.36万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $20.53万 | 0.05% | 203 | 203 | — | $20.53万 | 新建仓 |
| AME | AMETEK INC | $22.98万 | 0.06% | 950 | -1,800 | -65.5% | -$43.55万 | 减仓 |
| IWM | ISHARES TR | $23.36万 | 0.06% | 778 | -209 | -21.2% | -$6.28万 | 重新持有 |
| MLPA | GLOBAL X FDS | $24.98万 | 0.06% | 4,706 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $25.00万 | 0.06% | 907 | 77 | 9.3% | $2.12万 | 加仓 |
| ABBV | ABBVIE INC | $25.51万 | 0.07% | 1,014 | 80 | 8.6% | $2.01万 | 加仓 |
| ZTS | ZOETIS INC | $25.73万 | 0.07% | 3,580 | -3,638 | -50.4% | -$26.14万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $27.07万 | 0.07% | 2,982 | 8 | 0.3% | $726 | 加仓 |
| ADI | ANALOG DEVICES INC | $28.12万 | 0.07% | 708 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $29.42万 | 0.08% | 3,251 | 3,251 | — | $29.42万 | 新建仓 |
| MAS | MASCO CORP | $29.42万 | 0.08% | 3,616 | 3,616 | — | $29.42万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $29.67万 | 0.08% | 403 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $30.38万 | 0.08% | 2,073 | 148 | 7.7% | $2.17万 | 加仓 |
| AZN | ASTRAZENECA PLC | $30.78万 | 0.08% | 1,623 | 1,623 | — | $30.78万 | 新建仓 |
| FTNT | FORTINET INC | $31.26万 | 0.08% | 2,035 | 2,035 | — | $31.26万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $32.35万 | 0.08% | 1,151 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.43万 | 0.09% | 668 | -800 | -54.5% | -$40.03万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $33.71万 | 0.09% | 1,664 | 13 | 0.8% | $2,633 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $34.37万 | 0.09% | 10,500 | -7,930 | -43.0% | -$25.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.40万 | 0.09% | 1,355 | 19 | 1.4% | $4,824 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.40万 | 0.09% | 6,267 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $35.42万 | 0.09% | 18,058 | -37 | -0.2% | -$726 | 减仓 |
| IWB | ISHARES TR | $35.83万 | 0.09% | 875 | -25 | -2.8% | -$1.02万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $35.99万 | 0.09% | 6,484 | 858 | 15.3% | $4.76万 | 加仓 |
| IWR | ISHARES TR | $36.23万 | 0.09% | 3,284 | 3 | 0.1% | $331 | 加仓 |
| AVY | AVERY DENNISON CORP | $36.37万 | 0.09% | 2,240 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $39.00万 | 0.10% | 511 | 0 | 0.0% | — | 重新持有 |
| — | TIDAL TRUST II | $39.04万 | 0.10% | 48,315 | 25,030 | 107.5% | $20.22万 | 加仓 |
| HD | HOME DEPOT INC | $40.35万 | 0.10% | 1,144 | 9 | 0.8% | $3,175 | 加仓 |
| DAL | DELTA AIR LINES INC | $41.44万 | 0.11% | 4,425 | 4,425 | — | $41.44万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $41.89万 | 0.11% | 4,772 | 16 | 0.3% | $1,404 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $42.96万 | 0.11% | 6,990 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.26万 | 0.11% | 369 | 30 | 8.8% | $3.60万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $44.64万 | 0.11% | 4,335 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $46.33万 | 0.12% | 5,048 | 0 | 0.0% | — | 不变 |
| TRMK | TRUSTMARK CORP | $47.39万 | 0.12% | 10,300 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $48.17万 | 0.12% | 1,439 | 17 | 1.2% | $5,690 | 加仓 |
| MCD | MCDONALDS CORP | $50.00万 | 0.13% | 1,850 | -3,498 | -65.4% | -$94.54万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $51.58万 | 0.13% | 25,150 | 10,840 | 75.8% | $22.23万 | 加仓 |
| BLK | BLACKROCK INC | $58.19万 | 0.15% | 605 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $58.62万 | 0.15% | 4,991 | -50 | -1.0% | -$5,873 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $61.65万 | 0.16% | 10,937 | 10,937 | — | $61.65万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $64.15万 | 0.16% | 1,613 | -923 | -36.4% | -$36.71万 | 减仓 |
| FTV | FORTIVE CORP | $65.26万 | 0.17% | 10,682 | -2,555 | -19.3% | -$15.61万 | 减仓 |
| BX | BLACKSTONE INC | $66.51万 | 0.17% | 5,653 | 1,716 | 43.6% | $20.19万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $69.56万 | 0.18% | 41,793 | 7,421 | 21.6% | $12.35万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $69.82万 | 0.18% | 51,261 | 168 | 0.3% | $2,288 | 加仓 |
| AMGN | AMGEN INC | $71.30万 | 0.18% | 1,969 | 8 | 0.4% | $2,897 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $74.07万 | 0.19% | 55,109 | 171 | 0.3% | $2,298 | 加仓 |
| LIN | LINDE PLC | $74.62万 | 0.19% | 1,438 | 13 | 0.9% | $6,746 | 加仓 |
| TSME | THRIVENT ETF TRUST | $75.90万 | 0.19% | 14,494 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $76.83万 | 0.20% | 6,428 | 4 | 0.1% | $478 | 加仓 |
| OEF | ISHARES TR | $78.94万 | 0.20% | 2,157 | 1 | 0.0% | $366 | 加仓 |
| NOW | SERVICENOW INC | $80.51万 | 0.21% | 8,109 | -259 | -3.1% | -$2.57万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $85.81万 | 0.22% | 3,882 | 3,882 | — | $85.81万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $86.56万 | 0.22% | 1,490 | 1,490 | — | $86.56万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $87.68万 | 0.23% | 13,942 | 8,407 | 151.9% | $52.87万 | 加仓 |
| CAT | CATERPILLAR INC | $89.77万 | 0.23% | 843 | 843 | — | $89.77万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $90.29万 | 0.23% | 5,447 | -842 | -13.4% | -$13.96万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $91.77万 | 0.24% | 2,208 | -1,700 | -43.5% | -$70.66万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $93.26万 | 0.24% | 45,795 | -745 | -1.6% | -$1.52万 | 减仓 |
| HON | HONEYWELL INTL INC | $94.80万 | 0.24% | 4,234 | -5,427 | -56.2% | -$121.51万 | 减仓 |
| COP | CONOCOPHILLIPS | $96.82万 | 0.25% | 9,313 | -875 | -8.6% | -$9.10万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $100.19万 | 0.26% | 61,145 | 11,380 | 22.9% | $18.65万 | 加仓 |
| T | AT&T INC | $101.43万 | 0.26% | 48,999 | -3,788 | -7.2% | -$7.84万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $102.45万 | 0.26% | 1,604 | 1,604 | — | $102.45万 | 新建仓 |
| GEV | GE VERNOVA INC | $103.89万 | 0.27% | 884 | 45 | 5.4% | $5.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $112.71万 | 0.29% | 1,641 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $124.25万 | 0.32% | 2,954 | -1,032 | -25.9% | -$43.41万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $128.31万 | 0.33% | 29,240 | -10,000 | -25.5% | -$43.88万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $134.50万 | 0.35% | 3,104 | 1,224 | 65.1% | $53.04万 | 加仓 |
| INTC | INTEL CORP | $145.83万 | 0.37% | 10,444 | 3,369 | 47.6% | $47.04万 | 加仓 |
| IQV | IQVIA HLDGS INC | $149.78万 | 0.38% | 7,752 | -8,935 | -53.5% | -$172.64万 | 减仓 |
| UNP | UNION PAC CORP | $153.19万 | 0.39% | 5,632 | -900 | -13.8% | -$24.48万 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $165.88万 | 0.43% | 38,500 | 38,500 | — | $165.88万 | 新建仓 |
| LOW | LOWES COS INC | $169.27万 | 0.43% | 7,677 | 16 | 0.2% | $3,528 | 加仓 |
| — | EXXON MOBIL CORP | $169.61万 | 0.44% | 12,406 | -20 | -0.2% | -$2,734 | 减仓 |
| DHR | DANAHER CORP DEL | $175.24万 | 0.45% | 9,200 | -1,380 | -13.0% | -$26.29万 | 减仓 |
| AMAT | APPLIED MATLS INC | $178.15万 | 0.46% | 2,464 | 2,464 | — | $178.15万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $178.35万 | 0.46% | 19,655 | -4,169 | -17.5% | -$37.83万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $182.05万 | 0.47% | 8,556 | 667 | 8.5% | $14.19万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $182.45万 | 0.47% | 42,748 | -9,284 | -17.8% | -$39.62万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $183.81万 | 0.47% | 98,956 | -3,050 | -3.0% | -$5.67万 | 减仓 |
| IEX | IDEX CORP | $198.69万 | 0.51% | 8,755 | -220 | -2.5% | -$4.99万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $211.22万 | 0.54% | 4,213 | -1,917 | -31.3% | -$96.11万 | 减仓 |
| SYK | STRYKER CORPORATION | $229.97万 | 0.59% | 7,304 | -1,400 | -16.1% | -$44.08万 | 减仓 |
| HUBB | HUBBELL INC | $230.32万 | 0.59% | 4,402 | -65 | -1.5% | -$3.40万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $241.99万 | 0.62% | 10,541 | -2,950 | -21.9% | -$67.72万 | 减仓 |
| META | META PLATFORMS INC | $309.58万 | 0.79% | 5,496 | 430 | 8.5% | $24.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $324.97万 | 0.83% | 9,928 | -2,537 | -20.4% | -$83.04万 | 减仓 |
| AVGO | BROADCOM INC | $329.93万 | 0.85% | 8,734 | 595 | 7.3% | $22.48万 | 加仓 |