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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $29.67万 | 0.08% | 403 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $29.42万 | 0.08% | 3,616 | 3,616 | — | $29.42万 | 新建仓 |
| LEN | LENNAR CORP | $29.42万 | 0.08% | 3,251 | 3,251 | — | $29.42万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $28.12万 | 0.07% | 708 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $27.07万 | 0.07% | 2,982 | 8 | 0.3% | $726 | 加仓 |
| ZTS | ZOETIS INC | $25.73万 | 0.07% | 3,580 | -3,638 | -50.4% | -$26.14万 | 减仓 |
| ABBV | ABBVIE INC | $25.51万 | 0.07% | 1,014 | 80 | 8.6% | $2.01万 | 加仓 |
| CI | THE CIGNA GROUP | $25.00万 | 0.06% | 907 | 77 | 9.3% | $2.12万 | 加仓 |
| MLPA | GLOBAL X FDS | $24.98万 | 0.06% | 4,706 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $23.36万 | 0.06% | 778 | -209 | -21.2% | -$6.28万 | 重新持有 |
| AME | AMETEK INC | $22.98万 | 0.06% | 950 | -1,800 | -65.5% | -$43.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.53万 | 0.05% | 203 | 203 | — | $20.53万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.36万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $18.24万 | 0.05% | 32,223 | 356 | 1.1% | $2,015 | 加仓 |
| 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 |