Legacy Wealth Partners, LLC
Lakewood CO · SEC CIK 0002066638
$3.99亿2026Q1 申报市值
176持仓数
54.3%前十大占比 · 第一大 12.0%
26 / 18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
SGOV 加仓+$2,259.84万
VTV 加仓+$1,325.69万
IUSB 加仓+$837.35万
PDBC 新建仓+$612.26万
IAGG 加仓+$430.14万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,782.51万
SSO 减仓-$713.41万
IVV 减仓-$685.35万
GLD 减仓-$424.44万
AGG 减仓-$213.94万
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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TR | $47.47万 | 0.12% | 3,357 | -78 | -2.3% | -$1.10万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $48.26万 | 0.12% | 14,645 | 1,093 | 8.1% | $3.60万 | 加仓 |
| SYY | SYSCO CORP | $48.41万 | 0.12% | 6,787 | -108 | -1.6% | -$7,704 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $48.44万 | 0.12% | 7,899 | -532 | -6.3% | -$3.26万 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $49.58万 | 0.12% | 12,258 | 12,258 | — | $49.58万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $50.56万 | 0.13% | 12,596 | 955 | 8.2% | $3.83万 | 加仓 |
| TLH | ISHARES TR | $50.98万 | 0.13% | 5,062 | -633 | -11.1% | -$6.38万 | 减仓 |
| EFG | ISHARES TR | $52.09万 | 0.13% | 4,677 | 4,677 | — | $52.09万 | 新建仓 |
| QUAL | ISHARES TR | $52.59万 | 0.13% | 2,742 | 128 | 4.9% | $2.46万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $54.27万 | 0.14% | 11,643 | 734 | 6.7% | $3.42万 | 加仓 |
| IJH | ISHARES TR | $54.39万 | 0.14% | 8,054 | -65 | -0.8% | -$4,390 | 减仓 |
| VTI | VANGUARD INDEX FDS | $55.35万 | 0.14% | 1,725 | -251 | -12.7% | -$8.05万 | 减仓 |
| — | ISHARES TR | $56.15万 | 0.14% | 8,626 | 8 | 0.1% | $521 | 加仓 |
| — | MANAGED PORTFOLIO SERIES | $56.38万 | 0.14% | 22,844 | 1,130 | 5.2% | $2.79万 | 加仓 |
| ABBV | ABBVIE INC | $56.55万 | 0.14% | 2,600 | 338 | 14.9% | $7.35万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $57.12万 | 0.14% | 15,096 | 0 | 0.0% | — | 不变 |
| SPLB | SPDR SERIES TRUST | $57.69万 | 0.14% | 25,964 | 25,964 | — | $57.69万 | 新建仓 |
| META | META PLATFORMS INC | $58.32万 | 0.15% | 1,019 | -8 | -0.8% | -$4,578 | 减仓 |
| EMHC | SPDR SERIES TRUST | $60.64万 | 0.15% | 24,453 | 1,619 | 7.1% | $4.02万 | 加仓 |
| — | EXXON MOBIL CORP | $62.27万 | 0.16% | 3,670 | -853 | -18.9% | -$14.47万 | 减仓 |
| XYL | XYLEM INC | $64.16万 | 0.16% | 5,369 | 3,115 | 138.2% | $37.22万 | 加仓 |
| JNK | SPDR SERIES TRUST | $66.57万 | 0.17% | 6,955 | 2,989 | 75.4% | $28.61万 | 加仓 |
| MBB | ISHARES TR | $67.94万 | 0.17% | 7,155 | -320 | -4.3% | -$3.04万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $68.21万 | 0.17% | 9,082 | -12 | -0.1% | -$901 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $68.60万 | 0.17% | 10,933 | -19 | -0.2% | -$1,192 | 减仓 |
| SPTL | SPDR SERIES TRUST | $69.57万 | 0.17% | 26,453 | -8,784 | -24.9% | -$23.10万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $69.85万 | 0.18% | 13,936 | 13,936 | — | $69.85万 | 新建仓 |
| AOK | ISHARES TR | $70.53万 | 0.18% | 17,680 | -220 | -1.2% | -$8,776 | 减仓 |
| IJR | ISHARES TR | $70.77万 | 0.18% | 5,693 | -305 | -5.1% | -$3.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $72.67万 | 0.18% | 2,973 | 77 | 2.7% | $1.88万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $73.91万 | 0.19% | 7,377 | -678 | -8.4% | -$6.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.53万 | 0.19% | 768 | -32 | -4.0% | -$3.19万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $84.16万 | 0.21% | 19,930 | 1,578 | 8.6% | $6.66万 | 加仓 |
| MUB | ISHARES TR | $85.98万 | 0.22% | 8,100 | 1,893 | 30.5% | $20.09万 | 加仓 |
| IDEV | ISHARES TR | $87.57万 | 0.22% | 10,479 | -3,451 | -24.8% | -$28.84万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $90.97万 | 0.23% | 19,437 | 19,437 | — | $90.97万 | 新建仓 |
| LDUR | PIMCO ETF TR | $91.08万 | 0.23% | 9,505 | 9,505 | — | $91.08万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $92.66万 | 0.23% | 3,150 | 74 | 2.4% | $2.18万 | 加仓 |
| GOOGL | ALPHABET INC | $95.79万 | 0.24% | 3,331 | -159 | -4.6% | -$4.57万 | 减仓 |
| EFV | ISHARES TR | $96.16万 | 0.24% | 12,934 | -1,665 | -11.4% | -$12.38万 | 减仓 |
| AVGO | BROADCOM INC | $96.26万 | 0.24% | 3,110 | -30 | -1.0% | -$9,285 | 减仓 |
| IVW | ISHARES TR | $100.88万 | 0.25% | 8,919 | -439 | -4.7% | -$4.97万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $101.13万 | 0.25% | 17,077 | 1,150 | 7.2% | $6.81万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $107.39万 | 0.27% | 18,458 | -2,070 | -10.1% | -$12.04万 | 减仓 |
| LLY | ELI LILLY & CO | $112.58万 | 0.28% | 1,224 | -28 | -2.2% | -$2.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $114.63万 | 0.29% | 1,986 | 1,986 | — | $114.63万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $115.81万 | 0.29% | 2,651 | -668 | -20.1% | -$29.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $116.06万 | 0.29% | 2,422 | 169 | 7.5% | $8.10万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $120.81万 | 0.30% | 17,565 | 1,656 | 10.4% | $11.39万 | 加仓 |
| IVE | ISHARES TR | $121.20万 | 0.30% | 5,740 | -595 | -9.4% | -$12.56万 | 减仓 |
| — | PROSHARES TR | $124.32万 | 0.31% | 14,842 | 7,084 | 91.3% | $59.34万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $125.11万 | 0.31% | 26,648 | 2,334 | 9.6% | $10.96万 | 加仓 |
| IEMG | ISHARES INC | $127.99万 | 0.32% | 18,349 | 308 | 1.7% | $2.15万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $132.10万 | 0.33% | 17,116 | 1,508 | 9.7% | $11.64万 | 加仓 |
| AMZN | AMAZON COM INC | $136.50万 | 0.34% | 6,554 | -297 | -4.3% | -$6.19万 | 减仓 |
| — | PROSHARES TR | $139.09万 | 0.35% | 29,802 | 1,306 | 4.6% | $6.10万 | 加仓 |
| CERY | SPDR SERIES TRUST | $144.60万 | 0.36% | 41,034 | 12,824 | 45.5% | $45.19万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $145.88万 | 0.37% | 30,191 | -5,730 | -16.0% | -$27.69万 | 减仓 |
| AOM | ISHARES TR | $147.01万 | 0.37% | 31,035 | -2,285 | -6.9% | -$10.82万 | 减仓 |
| SSO | PROSHARES TR | $152.37万 | 0.38% | 29,370 | -137,512 | -82.4% | -$713.41万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $154.21万 | 0.39% | 7,493 | 214 | 2.9% | $4.40万 | 加仓 |
| SHV | ISHARES TR | $161.99万 | 0.41% | 14,674 | 1,571 | 12.0% | $17.34万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $163.93万 | 0.41% | 24,793 | 3,227 | 15.0% | $21.34万 | 加仓 |
| GVI | ISHARES TR | $163.95万 | 0.41% | 15,368 | 1,975 | 14.7% | $21.07万 | 加仓 |
| COMT | ISHARES U S ETF TR | $166.58万 | 0.42% | 49,268 | 49,268 | — | $166.58万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $168.07万 | 0.42% | 15,650 | 15,650 | — | $168.07万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $173.65万 | 0.44% | 13,595 | -1,705 | -11.1% | -$21.78万 | 减仓 |
| GLD | SPDR GOLD TR | $173.97万 | 0.44% | 4,043 | -9,864 | -70.9% | -$424.44万 | 减仓 |
| EFA | ISHARES TR | $175.37万 | 0.44% | 18,056 | -10 | -0.1% | -$971 | 减仓 |
| SHY | ISHARES TR | $179.14万 | 0.45% | 21,696 | 5,219 | 31.7% | $43.09万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $183.85万 | 0.46% | 30,012 | 30,012 | — | $183.85万 | 新建仓 |
| USDU | WISDOMTREE TR | $187.16万 | 0.47% | 71,083 | 71,083 | — | $187.16万 | 新建仓 |
| DXJ | WISDOMTREE TR | $187.28万 | 0.47% | 11,810 | 11,810 | — | $187.28万 | 新建仓 |
| IEF | ISHARES TR | $206.38万 | 0.52% | 21,624 | 13,298 | 159.7% | $126.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $219.97万 | 0.55% | 5,943 | -629 | -9.6% | -$23.28万 | 减仓 |
| FISR | SSGA ACTIVE TR | $238.01万 | 0.60% | 92,538 | 28,141 | 43.7% | $72.38万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $265.65万 | 0.67% | 33,879 | 3,182 | 10.4% | $24.95万 | 加仓 |
| IWM | ISHARES TR | $286.89万 | 0.72% | 11,568 | 2,045 | 21.5% | $50.72万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $295.04万 | 0.74% | 61,403 | 5,179 | 9.2% | $24.89万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $296.92万 | 0.74% | 63,295 | 5,046 | 8.7% | $23.67万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $306.03万 | 0.77% | 56,620 | 1,540 | 2.8% | $8.32万 | 加仓 |
| AAPL | APPLE INC | $386.00万 | 0.97% | 15,209 | 459 | 3.1% | $11.65万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $405.05万 | 1.02% | 88,729 | 5,004 | 6.0% | $22.84万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $425.86万 | 1.07% | 73,754 | 5,348 | 7.8% | $30.88万 | 加仓 |
| AOA | ISHARES TR | $443.52万 | 1.11% | 50,120 | -6,219 | -11.0% | -$55.03万 | 减仓 |
| IAGG | ISHARES TR | $475.48万 | 1.19% | 95,019 | 85,959 | 948.8% | $430.14万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $518.88万 | 1.30% | 104,005 | -1,189 | -1.1% | -$5.93万 | 减仓 |
| EEM | ISHARES TR | $539.00万 | 1.35% | 94,911 | 23,927 | 33.7% | $135.88万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $612.26万 | 1.53% | 353,500 | 353,500 | — | $612.26万 | 新建仓 |
| AOR | ISHARES TR | $619.44万 | 1.55% | 96,261 | -9,419 | -8.9% | -$60.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $629.83万 | 1.58% | 9,685 | -27,410 | -73.9% | -$1,782.51万 | 减仓 |
| HYG | ISHARES TR | $676.49万 | 1.70% | 85,029 | 5,947 | 7.5% | $47.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $784.54万 | 1.97% | 44,985 | -2,962 | -6.2% | -$51.66万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $866.71万 | 2.17% | 135,254 | 3,771 | 2.9% | $24.16万 | 加仓 |
| VO | VANGUARD INDEX FDS | $981.53万 | 2.46% | 34,178 | 1,010 | 3.0% | $29.01万 | 加仓 |
| IUSB | ISHARES TR | $1,007.05万 | 2.52% | 218,024 | 181,283 | 493.4% | $837.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,021.60万 | 2.56% | 39,004 | 1,590 | 4.2% | $41.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,364.73万 | 3.42% | 22,839 | 943 | 4.3% | $56.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,282.25万 | 5.72% | 116,322 | 67,568 | 138.6% | $1,325.69万 | 加仓 |
| SGOV | ISHARES TR | $2,363.16万 | 5.92% | 234,767 | 224,502 | 2,187.1% | $2,259.84万 | 加仓 |