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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $332.46万 | 0.85% | 9,757 | -1,907 | -16.3% | -$64.98万 | 减仓 |
| BAC | BANK OF AMER CORP | $337.11万 | 0.87% | 59,162 | -997 | -1.7% | -$5.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $346.27万 | 0.89% | 3,702 | -34 | -0.9% | -$3.18万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $347.53万 | 0.89% | 11,960 | -1,230 | -9.3% | -$35.74万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $385.12万 | 0.99% | 37,372 | 5,946 | 18.9% | $61.27万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $409.08万 | 1.05% | 3,544 | 1,499 | 73.3% | $173.03万 | 加仓 |
| GOOG | ALPHABET INC | $430.34万 | 1.10% | 12,180 | -430 | -3.4% | -$15.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $434.98万 | 1.12% | 11,755 | -5 | -0.0% | -$1,850 | 减仓 |
| TJX | TJX COS INC NEW | $500.74万 | 1.29% | 33,052 | -4,380 | -11.7% | -$66.36万 | 减仓 |
| V | VISA INC | $608.30万 | 1.56% | 17,730 | -2,977 | -14.4% | -$102.14万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $640.42万 | 1.64% | 71,796 | 6,351 | 9.7% | $56.65万 | 加仓 |
| RTX | RTX CORPORATION | $681.01万 | 1.75% | 35,894 | -237 | -0.7% | -$4.50万 | 减仓 |
| AMZN | AMAZON COM INC | $682.03万 | 1.75% | 28,616 | -1,548 | -5.1% | -$36.90万 | 减仓 |
| WMT | WALMART INC | $814.10万 | 2.09% | 71,878 | -6,926 | -8.8% | -$78.44万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,030.60万 | 2.65% | 30,221 | -4,105 | -12.0% | -$139.99万 | 减仓 |
| GOOGL | ALPHABET INC | $1,444.64万 | 3.71% | 40,424 | -3,080 | -7.1% | -$110.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,680.75万 | 4.31% | 45,058 | -626 | -1.4% | -$23.35万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,662.45万 | 6.83% | 302,964 | 124,427 | 69.7% | $1,093.47万 | 加仓 |
| AAPL | APPLE INC | $3,177.06万 | 8.16% | 109,796 | 611 | 0.6% | $17.68万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,529.87万 | 16.76% | 87,441 | -260 | -0.3% | -$19.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,197.13万 | 18.48% | 359,695 | -6,894 | -1.9% | -$137.94万 | 减仓 |