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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $455.26万 | 1.30% | 13,190 | -114 | -0.9% | -$3.93万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $541.24万 | 1.54% | 37,000 | 2,420 | 7.0% | $35.40万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $550.31万 | 1.57% | 34,326 | -3,238 | -8.6% | -$51.91万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $555.24万 | 1.58% | 65,445 | 65,445 | — | $555.24万 | 新建仓 |
| TJX | TJX COS INC NEW | $597.79万 | 1.70% | 37,432 | -245 | -0.7% | -$3.91万 | 减仓 |
| V | VISA INC | $625.85万 | 1.78% | 20,707 | 53 | 0.3% | $1.60万 | 加仓 |
| AMZN | AMAZON COM INC | $628.23万 | 1.79% | 30,164 | -1,303 | -4.1% | -$27.14万 | 减仓 |
| RTX | RTX CORPORATION | $696.96万 | 1.99% | 36,131 | -493 | -1.3% | -$9.51万 | 减仓 |
| WMT | WALMART INC | $979.38万 | 2.79% | 78,804 | -417 | -0.5% | -$5.18万 | 减仓 |
| GOOGL | ALPHABET INC | $1,250.99万 | 3.57% | 43,504 | 1,147 | 2.7% | $32.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,366.53万 | 3.89% | 178,537 | 4,687 | 2.7% | $35.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,691.07万 | 4.82% | 45,684 | -6,488 | -12.4% | -$240.16万 | 减仓 |
| AAPL | APPLE INC | $2,771.01万 | 7.90% | 109,185 | -468 | -0.4% | -$11.88万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $5,703.54万 | 16.26% | 87,701 | -4,330 | -4.7% | -$281.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,393.31万 | 18.22% | 366,589 | 1,746 | 0.5% | $30.45万 | 加仓 |