13F 机构持仓

Legacy Wealth Management, LLC / MS

RIDGELAND MS · SEC CIK 0002047443

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.90亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 18.5%
SPY 16.8%
AAPL 8.2%
SPYM 6.8%
MSFT 4.3%
GOOGL 3.7%
PANW 2.6%
WMT 2.1%
AMZN 1.8%
RTX 1.7%

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 $00.00%0 -37,000-100.0% -$541.24万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -3,055-100.0% -$92.41万 清仓
KO COCA COLA CO $00.00%0 -9,524-100.0% -$72.43万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -1,725-100.0% -$28.52万 清仓
EFA ISHARES TR $00.00%0 -2,490-100.0% -$24.19万 清仓
SHEL SHELL PLC $00.00%0 -2,456-100.0% -$22.84万 清仓
— TIDAL TRUST II $00.00%0 -14,355-100.0% -$20.07万 清仓
GAB GABELLI EQUITY TR INC $18.24万0.05%32,223 3561.1% $2,015 加仓
SPGI S&P GLOBAL INC $20.36万0.05%500 00.0% — 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 00.0% — 不变
CI THE CIGNA GROUP $25.00万0.06%907 779.3% $2.12万 加仓
ABBV ABBVIE INC $25.51万0.07%1,014 808.6% $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 80.3% $726 加仓
ADI ANALOG DEVICES INC $28.12万0.07%708 00.0% — 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 00.0% — 不变
ORCL ORACLE CORP $30.38万0.08%2,073 1487.7% $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 00.0% — 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%1,664 130.8% $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%1,355 191.4% $4,824 加仓
JEPI J P MORGAN EXCHANGE TRADED F $35.40万0.09%6,267 00.0% — 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 85815.3% $4.76万 加仓
IWR ISHARES TR $36.23万0.09%3,284 30.1% $331 加仓
AVY AVERY DENNISON CORP $36.37万0.09%2,240 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $39.00万0.10%511 00.0% — 重新持有
— TIDAL TRUST II $39.04万0.10%48,315 25,030107.5% $20.22万 加仓
HD HOME DEPOT INC $40.35万0.10%1,144 90.8% $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%4,772 160.3% $1,404 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $42.96万0.11%6,990 00.0% — 不变
LLY ELI LILLY & CO $44.26万0.11%369 308.8% $3.60万 加仓
LDOS LEIDOS HOLDINGS INC $44.64万0.11%4,335 00.0% — 不变
KKR KKR & CO INC $46.33万0.12%5,048 00.0% — 不变
TRMK TRUSTMARK CORP $47.39万0.12%10,300 00.0% — 不变
VRT VERTIV HOLDINGS CO $48.17万0.12%1,439 171.2% $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 10,84075.8% $22.23万 加仓
BLK BLACKROCK INC $58.19万0.15%605 00.0% — 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 1,71643.6% $20.19万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $69.56万0.18%41,793 7,42121.6% $12.35万 加仓
XCHYX CALAMOS CONV & HIGH INCOME F $69.82万0.18%51,261 1680.3% $2,288 加仓
AMGN AMGEN INC $71.30万0.18%1,969 80.4% $2,897 加仓
CHI CALAMOS CONV OPPORTUNITIES & $74.07万0.19%55,109 1710.3% $2,298 加仓
LIN LINDE PLC $74.62万0.19%1,438 130.9% $6,746 加仓
TSME THRIVENT ETF TRUST $75.90万0.19%14,494 00.0% — 不变
VGT VANGUARD WORLD FD $76.83万0.20%6,428 40.1% $478 加仓
OEF ISHARES TR $78.94万0.20%2,157 10.0% $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 8,407151.9% $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 11,38022.9% $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%884 455.4% $5.29万 加仓
VOO VANGUARD INDEX FDS $112.71万0.29%1,641 00.0% — 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 1,22465.1% $53.04万 加仓
INTC INTEL CORP $145.83万0.37%10,444 3,36947.6% $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%7,677 160.2% $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 6678.5% $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 4308.5% $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 5957.3% $22.48万 加仓