Legacy Wealth Partners, LLC
Lakewood CO · SEC CIK 0002066638
$4.42亿2026Q2 申报市值
189持仓数
51.2%前十大占比 · 第一大 14.1%
24 / 20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
IVV 加仓+$1,026.58万
USHY 重新持有+$776.55万
EEM 加仓+$647.82万
PROSHARES TR 新建仓+$404.34万
IWM 加仓+$377.42万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$2,301.72万
VTV 减仓-$535.65万
NVDA 减仓-$400.02万
PDBC 减仓-$333.13万
IEFA 减仓-$256.01万
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 |
|---|---|---|---|---|---|---|---|---|
| RPV | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -15,650 | -100.0% | -$168.07万 | 清仓 |
| COMT | ISHARES U S ETF TR | $0 | 0.00% | 0 | -49,268 | -100.0% | -$166.58万 | 清仓 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -15,368 | -100.0% | -$163.95万 | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -24,793 | -100.0% | -$163.93万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -1,986 | -100.0% | -$114.63万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -9,505 | -100.0% | -$91.08万 | 清仓 |
| AVSF | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -19,437 | -100.0% | -$90.97万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -15,096 | -100.0% | -$57.12万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -2,742 | -100.0% | -$52.59万 | 清仓 |
| — | MANAGED PORTFOLIO SERIES | $0 | 0.00% | 0 | -12,258 | -100.0% | -$49.58万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -5,816 | -100.0% | -$30.20万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -4,662 | -100.0% | -$28.65万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,196 | -100.0% | -$28.18万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -651 | -100.0% | -$23.20万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -475 | -100.0% | -$22.48万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -1,855 | -100.0% | -$21.83万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,397 | -100.0% | -$21.69万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,281 | -100.0% | -$20.44万 | 清仓 |
| — | TALKSPACE INC | $0 | 0.00% | 0 | -15,527 | -100.0% | -$8.04万 | 清仓 |
| — | TENAYA THERAPEUTICS INC | $0 | 0.00% | 0 | -14,084 | -100.0% | -$9,752 | 清仓 |
| F | FORD MTR CO | $14.67万 | 0.03% | 10,557 | -953 | -8.3% | -$1.32万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $19.78万 | 0.04% | 4,526 | 4,526 | — | $19.78万 | 新建仓 |
| AMLP | ALPS ETF TR | $20.91万 | 0.05% | 4,032 | -29,327 | -87.9% | -$152.06万 | 重新持有 |
| TSLA | TESLA INC | $21.37万 | 0.05% | 508 | -1,840 | -78.4% | -$77.39万 | 重新持有 |
| IWB | ISHARES TR | $21.38万 | 0.05% | 522 | 522 | — | $21.38万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.45万 | 0.05% | 1,416 | -98 | -6.5% | -$1.48万 | 减仓 |
| BAC | BANK OF AMER CORP | $21.69万 | 0.05% | 3,807 | -361 | -8.7% | -$2.06万 | 重新持有 |
| T | AT&T INC | $21.78万 | 0.05% | 10,520 | -353 | -3.2% | -$7,307 | 减仓 |
| USB | US BANCORP | $22.49万 | 0.05% | 3,723 | -274 | -6.9% | -$1.65万 | 重新持有 |
| MCD | MCDONALDS CORP | $22.53万 | 0.05% | 833 | -193 | -18.8% | -$5.22万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.99万 | 0.05% | 3,134 | 3,134 | — | $22.99万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.71万 | 0.05% | 1,002 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $23.73万 | 0.05% | 2,534 | 2,534 | — | $23.73万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.97万 | 0.05% | 2,900 | 325 | 12.6% | $2.69万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.18万 | 0.05% | 4,782 | 580 | 13.8% | $2.93万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $24.39万 | 0.06% | 2,565 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES TR | $24.92万 | 0.06% | 4,865 | 4,865 | — | $24.92万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $25.10万 | 0.06% | 1,469 | 1,469 | — | $25.10万 | 新建仓 |
| KO | COCA COLA CO | $25.17万 | 0.06% | 3,097 | -264 | -7.9% | -$2.15万 | 减仓 |
| IYE | ISHARES TR | $25.94万 | 0.06% | 4,583 | -595 | -11.5% | -$3.37万 | 减仓 |
| PWR | QUANTA SVCS INC | $25.99万 | 0.06% | 361 | 361 | — | $25.99万 | 新建仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $26.38万 | 0.06% | 12,530 | -3,048 | -19.6% | -$6.42万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $26.43万 | 0.06% | 16,131 | -4,021 | -20.0% | -$6.59万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $26.53万 | 0.06% | 12,934 | -3,347 | -20.6% | -$6.86万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $26.54万 | 0.06% | 14,286 | -3,539 | -19.9% | -$6.57万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $26.55万 | 0.06% | 13,039 | -3,695 | -22.1% | -$7.52万 | 减仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $26.56万 | 0.06% | 12,977 | -3,308 | -20.3% | -$6.77万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $26.57万 | 0.06% | 15,960 | -4,150 | -20.6% | -$6.91万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $26.74万 | 0.06% | 13,694 | -3,609 | -20.9% | -$7.05万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $26.76万 | 0.06% | 13,643 | -3,452 | -20.2% | -$6.77万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $26.82万 | 0.06% | 12,977 | -3,327 | -20.4% | -$6.88万 | 减仓 |
| IOO | ISHARES TR | $26.93万 | 0.06% | 1,971 | 1,971 | — | $26.93万 | 新建仓 |
| ARKK | ARK ETF TR | $27.03万 | 0.06% | 3,344 | 3,344 | — | $27.03万 | 新建仓 |
| ASHR | DBX ETF TR | $27.33万 | 0.06% | 7,456 | 7,456 | — | $27.33万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $28.39万 | 0.06% | 5,645 | 5,645 | — | $28.39万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $28.75万 | 0.07% | 7,085 | -39,940 | -84.9% | -$162.10万 | 重新持有 |
| IYW | ISHARES TR | $29.03万 | 0.07% | 1,151 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $29.48万 | 0.07% | 2,329 | 24 | 1.0% | $3,038 | 加仓 |
| HD | HOME DEPOT INC | $29.54万 | 0.07% | 838 | -59 | -6.6% | -$2.08万 | 减仓 |
| CSCO | CISCO SYS INC | $29.72万 | 0.07% | 2,530 | -412 | -14.0% | -$4.84万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $29.99万 | 0.07% | 584 | -94 | -13.9% | -$4.83万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $30.50万 | 0.07% | 621 | 12 | 2.0% | $5,894 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $30.63万 | 0.07% | 9,637 | 846 | 9.6% | $2.69万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.98万 | 0.07% | 9,306 | 1,421 | 18.0% | $4.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $31.13万 | 0.07% | 1,878 | 145 | 8.4% | $2.40万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.75万 | 0.07% | 10,787 | 26 | 0.2% | $765 | 加仓 |
| EBND | SPDR SERIES TRUST | $31.81万 | 0.07% | 15,207 | 269 | 1.8% | $5,627 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.13万 | 0.07% | 333 | 333 | — | $32.13万 | 新建仓 |
| FLV | AMERICAN CENTY ETF TR | $32.43万 | 0.07% | 3,989 | 331 | 9.0% | $2.69万 | 加仓 |
| WMT | WALMART INC | $33.56万 | 0.08% | 2,963 | 205 | 7.4% | $2.32万 | 加仓 |
| AON | AON PLC | $34.40万 | 0.08% | 1,037 | 0 | 0.0% | — | 不变 |
| IALT | BLACKROCK ETF TRUST | $34.45万 | 0.08% | 12,281 | 12,281 | — | $34.45万 | 新建仓 |
| GOOG | ALPHABET INC | $34.70万 | 0.08% | 982 | -45 | -4.4% | -$1.59万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $34.90万 | 0.08% | 685 | -17 | -2.4% | -$8,663 | 减仓 |
| IEF | ISHARES TR | $35.84万 | 0.08% | 3,789 | -17,835 | -82.5% | -$168.68万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $36.94万 | 0.08% | 10,092 | 10,092 | — | $36.94万 | 新建仓 |
| GEV | GE VERNOVA INC | $37.60万 | 0.09% | 320 | -1 | -0.3% | -$1,175 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $37.75万 | 0.09% | 327 | 327 | — | $37.75万 | 新建仓 |
| PFF | ISHARES TR | $38.02万 | 0.09% | 12,471 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $38.05万 | 0.09% | 1,109 | -142 | -11.4% | -$4.87万 | 减仓 |
| MO | ALTRIA GROUP INC | $38.25万 | 0.09% | 5,316 | -25 | -0.5% | -$1,799 | 减仓 |
| CTAS | CINTAS CORP | $38.95万 | 0.09% | 2,290 | -45 | -1.9% | -$7,654 | 减仓 |
| AMAT | APPLIED MATLS INC | $39.04万 | 0.09% | 540 | -60 | -10.0% | -$4.34万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $39.35万 | 0.09% | 20,789 | 4,344 | 26.4% | $8.22万 | 加仓 |
| XYL | XYLEM INC | $39.47万 | 0.09% | 3,339 | -2,030 | -37.8% | -$24.00万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $39.74万 | 0.09% | 2,011 | -34 | -1.7% | -$6,718 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $40.09万 | 0.09% | 20,154 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $40.19万 | 0.09% | 1,312 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $40.29万 | 0.09% | 3,980 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $40.38万 | 0.09% | 2,892 | 2,892 | — | $40.38万 | 新建仓 |
| RTX | RTX CORPORATION | $41.73万 | 0.09% | 2,199 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $44.13万 | 0.10% | 10,236 | -1,965 | -16.1% | -$8.47万 | 减仓 |
| GE | GE AEROSPACE | $44.74万 | 0.10% | 1,197 | 3 | 0.3% | $1,121 | 加仓 |
| J | JACOBS SOLUTIONS INC | $45.23万 | 0.10% | 3,590 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $45.42万 | 0.10% | 4,526 | -536 | -10.6% | -$5.38万 | 减仓 |
| IWS | ISHARES TR | $45.61万 | 0.10% | 2,771 | 63 | 2.3% | $1.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.79万 | 0.10% | 1,628 | 18 | 1.1% | $5,063 | 加仓 |
| SSO | PROSHARES TR | $47.16万 | 0.11% | 6,999 | -22,371 | -76.2% | -$150.74万 | 减仓 |
| MTUM | ISHARES TR | $47.17万 | 0.11% | 1,376 | -163 | -10.6% | -$5.59万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $47.88万 | 0.11% | 9,506 | 1,219 | 14.7% | $6.14万 | 加仓 |