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 |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $48.41万 | 0.12% | 6,787 | -108 | -1.6% | -$7,704 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $48.26万 | 0.12% | 14,645 | 1,093 | 8.1% | $3.60万 | 加仓 |
| ESGU | ISHARES TR | $47.47万 | 0.12% | 3,357 | -78 | -2.3% | -$1.10万 | 减仓 |
| GOVT | ISHARES TR | $46.62万 | 0.12% | 20,347 | 20,347 | — | $46.62万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $45.69万 | 0.11% | 3,590 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $44.19万 | 0.11% | 12,201 | 661 | 5.7% | $2.39万 | 加仓 |
| RTX | RTX CORPORATION | $42.42万 | 0.11% | 2,199 | 2,199 | — | $42.42万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $42.40万 | 0.11% | 702 | 264 | 60.3% | $15.95万 | 加仓 |
| CTAS | CINTAS CORP | $39.49万 | 0.10% | 2,335 | -161 | -6.5% | -$2.72万 | 减仓 |
| IWS | ISHARES TR | $39.47万 | 0.10% | 2,708 | 252 | 10.3% | $3.67万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.03万 | 0.10% | 1,610 | 123 | 8.3% | $2.98万 | 加仓 |
| PFF | ISHARES TR | $37.81万 | 0.09% | 12,471 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $37.81万 | 0.09% | 1,251 | -70 | -5.3% | -$2.12万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $37.69万 | 0.09% | 2,045 | 98 | 5.0% | $1.81万 | 加仓 |
| ILCV | ISHARES TR | $37.07万 | 0.09% | 3,980 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $36.93万 | 0.09% | 1,539 | 18 | 1.2% | $4,320 | 加仓 |
| IDU | ISHARES TR | $36.25万 | 0.09% | 3,122 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $36.13万 | 0.09% | 1,691 | 63 | 3.9% | $1.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $35.86万 | 0.09% | 1,733 | -1,336 | -43.5% | -$27.64万 | 减仓 |
| MO | ALTRIA GROUP INC | $35.25万 | 0.09% | 5,341 | -506 | -8.7% | -$3.34万 | 减仓 |
| BIL | SPDR SERIES TRUST | $34.46万 | 0.09% | 3,760 | 3,760 | — | $34.46万 | 新建仓 |
| WMT | WALMART INC | $34.28万 | 0.09% | 2,758 | 17 | 0.6% | $2,113 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $34.20万 | 0.09% | 20,154 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $34.18万 | 0.09% | 16,734 | -175 | -1.0% | -$3,574 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $34.03万 | 0.09% | 8,287 | 8,287 | — | $34.03万 | 新建仓 |
| GE | GE AEROSPACE | $33.88万 | 0.08% | 1,194 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $33.88万 | 0.08% | 678 | -22 | -3.1% | -$1.10万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $33.79万 | 0.08% | 17,303 | -461 | -2.6% | -$9,003 | 减仓 |
| VOT | VANGUARD INDEX FDS | $33.76万 | 0.08% | 1,312 | -851 | -39.3% | -$21.90万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $33.75万 | 0.08% | 16,304 | -408 | -2.4% | -$8,445 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $33.62万 | 0.08% | 20,110 | -448 | -2.2% | -$7,490 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $33.55万 | 0.08% | 17,095 | -477 | -2.7% | -$9,361 | 减仓 |
| IYE | ISHARES TR | $33.54万 | 0.08% | 5,178 | 5,178 | — | $33.54万 | 新建仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $33.52万 | 0.08% | 16,281 | -468 | -2.8% | -$9,635 | 减仓 |
| AON | AON PLC | $33.47万 | 0.08% | 1,037 | 0 | 0.0% | — | 不变 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $33.42万 | 0.08% | 16,285 | 335 | 2.1% | $6,874 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $33.26万 | 0.08% | 17,825 | -774 | -4.2% | -$1.44万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $33.17万 | 0.08% | 20,152 | -267 | -1.3% | -$4,395 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $32.95万 | 0.08% | 15,578 | -686 | -4.2% | -$1.45万 | 减仓 |
| MCD | MCDONALDS CORP | $31.89万 | 0.08% | 1,026 | 44 | 4.5% | $1.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.76万 | 0.08% | 1,561 | 86 | 5.8% | $1.75万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $31.56万 | 0.08% | 16,445 | 1,192 | 7.8% | $2.29万 | 加仓 |
| T | AT&T INC | $31.52万 | 0.08% | 10,873 | -878 | -7.5% | -$2.55万 | 减仓 |
| KLAC | KLA CORP | $30.92万 | 0.08% | 210 | 13 | 6.6% | $1.91万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $30.91万 | 0.08% | 4,038 | 784 | 24.1% | $6.00万 | 加仓 |
| EBND | SPDR SERIES TRUST | $30.83万 | 0.08% | 14,938 | 907 | 6.5% | $1.87万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.29万 | 0.08% | 7,885 | 934 | 13.4% | $3.59万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $30.20万 | 0.08% | 5,816 | -786 | -11.9% | -$4.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $30.18万 | 0.08% | 2,305 | -52 | -2.2% | -$6,809 | 减仓 |
| HD | HOME DEPOT INC | $29.51万 | 0.07% | 897 | -23 | -2.5% | -$7,568 | 减仓 |
| GOOG | ALPHABET INC | $29.46万 | 0.07% | 1,027 | -24 | -2.3% | -$6,885 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $28.76万 | 0.07% | 8,791 | 8,791 | — | $28.76万 | 新建仓 |
| — | PROSHARES TR II | $28.65万 | 0.07% | 4,662 | -28,818 | -86.1% | -$177.12万 | 减仓 |
| IAU | ISHARES GOLD TR | $28.18万 | 0.07% | 3,196 | -9,471 | -74.8% | -$83.50万 | 减仓 |
| FLV | AMERICAN CENTY ETF TR | $28.06万 | 0.07% | 3,658 | 173 | 5.0% | $1.33万 | 加仓 |
| GEV | GE VERNOVA INC | $28.02万 | 0.07% | 321 | 321 | — | $28.02万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $27.59万 | 0.07% | 10,761 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $25.63万 | 0.06% | 10,239 | 10,239 | — | $25.63万 | 新建仓 |
| KO | COCA COLA CO | $25.56万 | 0.06% | 3,361 | -19 | -0.6% | -$1,445 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $25.38万 | 0.06% | 609 | 609 | — | $25.38万 | 新建仓 |
| TJX | TJX COS INC NEW | $24.18万 | 0.06% | 1,514 | 34 | 2.3% | $5,430 | 加仓 |
| FDX | FEDEX CORP | $23.20万 | 0.06% | 651 | 651 | — | $23.20万 | 新建仓 |
| CSCO | CISCO SYS INC | $22.83万 | 0.06% | 2,942 | -363 | -11.0% | -$2.82万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $22.48万 | 0.06% | 475 | 475 | — | $22.48万 | 新建仓 |
| IYF | ISHARES TR | $21.83万 | 0.05% | 1,855 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $21.69万 | 0.05% | 1,397 | -82 | -5.5% | -$1.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.55万 | 0.05% | 1,002 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.30万 | 0.05% | 2,575 | -171 | -6.2% | -$1.41万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.27万 | 0.05% | 4,202 | 143 | 3.5% | $7,237 | 加仓 |
| HSBC | HSBC HLDGS PLC | $21.16万 | 0.05% | 2,565 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $20.88万 | 0.05% | 1,151 | -173 | -13.1% | -$3.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $20.51万 | 0.05% | 600 | 600 | — | $20.51万 | 新建仓 |
| PFE | PFIZER INC | $20.44万 | 0.05% | 7,281 | 7,281 | — | $20.44万 | 新建仓 |
| F | FORD MTR CO | $13.28万 | 0.03% | 11,510 | -888 | -7.2% | -$1.02万 | 减仓 |
| — | TALKSPACE INC | $8.04万 | 0.02% | 15,527 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $9,752 | 0.00% | 14,084 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVHI | LEGG MASON ETF INVT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -15,512 | -100.0% | -$158.83万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,658 | -100.0% | -$149.81万 | 清仓 |
| NANR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -21,920 | -100.0% | -$148.68万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,884 | -100.0% | -$98.24万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -2,444 | -100.0% | -$83.82万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,557 | -100.0% | -$67.66万 | 清仓 |
| — | JPMORGAN CHASE FINL CO LLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,142 | -100.0% | -$33.53万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -12,325 | -100.0% | -$31.55万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,540 | -100.0% | -$24.46万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,252 | -100.0% | -$24.40万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,891 | -100.0% | -$23.69万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -929 | -100.0% | -$22.52万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,023 | -100.0% | -$21.96万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,359 | -100.0% | -$20.61万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -1,720 | -100.0% | -$20.53万 | 清仓 |