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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,216.07万 | 14.06% | 83,004 | 13,708 | 19.8% | $1,026.58万 | 加仓 |
| AGG | ISHARES TR | $4,741.08万 | 10.72% | 478,994 | -2,295 | -0.5% | -$22.72万 | 减仓 |
| IEFA | ISHARES TR | $2,385.38万 | 5.40% | 246,985 | -26,508 | -9.7% | -$256.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,999.35万 | 4.52% | 91,743 | -24,579 | -21.1% | -$535.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,588.32万 | 3.59% | 23,126 | 287 | 1.3% | $19.71万 | 加仓 |
| EEM | ISHARES TR | $1,297.11万 | 2.93% | 189,608 | 94,697 | 99.8% | $647.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,185.30万 | 2.68% | 39,103 | 99 | 0.3% | $3.00万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,125.41万 | 2.55% | 139,681 | 2,969 | 2.2% | $23.92万 | 加仓 |
| IUSB | ISHARES TR | $1,107.46万 | 2.50% | 239,969 | 21,945 | 10.1% | $101.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $977.79万 | 2.21% | 137,234 | 1,980 | 1.5% | $14.11万 | 加仓 |
| USHY | ISHARES TR | $964.34万 | 2.18% | 260,491 | 209,765 | 413.5% | $776.55万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $902.44万 | 2.04% | 12,085 | 2,400 | 24.8% | $179.22万 | 加仓 |
| IWM | ISHARES TR | $724.98万 | 1.64% | 24,130 | 12,562 | 108.6% | $377.42万 | 加仓 |
| HYG | ISHARES TR | $699.87万 | 1.58% | 87,516 | 2,487 | 2.9% | $19.89万 | 加仓 |
| AOR | ISHARES TR | $681.23万 | 1.54% | 98,018 | 1,757 | 1.8% | $12.21万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $538.68万 | 1.22% | 106,500 | 2,495 | 2.4% | $12.62万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $513.37万 | 1.16% | 79,150 | 5,396 | 7.3% | $35.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $500.08万 | 1.13% | 24,993 | -19,992 | -44.4% | -$400.02万 | 减仓 |
| AOA | ISHARES TR | $496.05万 | 1.12% | 50,825 | 705 | 1.4% | $6.88万 | 加仓 |
| IAGG | ISHARES TR | $471.75万 | 1.07% | 93,231 | -1,788 | -1.9% | -$9.05万 | 减仓 |
| AAPL | APPLE INC | $413.47万 | 0.94% | 14,289 | -920 | -6.0% | -$26.62万 | 减仓 |
| — | PROSHARES TR | $404.34万 | 0.91% | 51,504 | 51,504 | — | $404.34万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $372.40万 | 0.84% | 71,919 | 8,624 | 13.6% | $44.66万 | 加仓 |
| — | PROSHARES TR | $371.92万 | 0.84% | 55,321 | 25,519 | 85.6% | $171.56万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $346.85万 | 0.78% | 68,834 | -19,895 | -22.4% | -$100.25万 | 减仓 |
| — | PROSHARES TR | $345.27万 | 0.78% | 29,367 | 14,525 | 97.9% | $170.77万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $343.13万 | 0.78% | 57,486 | 866 | 1.5% | $5.17万 | 加仓 |
| TIP | ISHARES TR | $327.27万 | 0.74% | 29,907 | 29,907 | — | $327.27万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $310.58万 | 0.70% | 64,129 | 2,726 | 4.4% | $13.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $278.24万 | 0.63% | 35,713 | 1,834 | 5.4% | $14.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $246.42万 | 0.56% | 6,606 | 663 | 11.2% | $24.73万 | 加仓 |
| USDU | WISDOMTREE TR | $229.19万 | 0.52% | 85,677 | 14,594 | 20.5% | $39.04万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $228.23万 | 0.52% | 143,719 | -209,781 | -59.3% | -$333.13万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $227.30万 | 0.51% | 90,666 | 80,427 | 785.5% | $201.63万 | 加仓 |
| DXJ | WISDOMTREE TR | $226.71万 | 0.51% | 13,065 | 1,255 | 10.6% | $21.78万 | 加仓 |
| XBI | SPDR SERIES TRUST | $225.19万 | 0.51% | 14,230 | 635 | 4.7% | $10.05万 | 加仓 |
| IXJ | ISHARES TR | $210.21万 | 0.48% | 21,367 | 21,367 | — | $210.21万 | 新建仓 |
| SHV | ISHARES TR | $198.76万 | 0.45% | 18,012 | 3,338 | 22.7% | $36.83万 | 加仓 |
| FISR | SSGA ACTIVE TR | $195.47万 | 0.44% | 76,205 | -16,333 | -17.7% | -$41.89万 | 减仓 |
| EWW | ISHARES INC | $193.19万 | 0.44% | 25,666 | 25,666 | — | $193.19万 | 新建仓 |
| AMZN | AMAZON COM INC | $191.91万 | 0.43% | 8,052 | 1,498 | 22.9% | $35.70万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $187.87万 | 0.42% | 35,374 | 5,362 | 17.9% | $28.48万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $185.79万 | 0.42% | 7,546 | 53 | 0.7% | $1.30万 | 加仓 |
| EFA | ISHARES TR | $184.19万 | 0.42% | 17,732 | -324 | -1.8% | -$3.37万 | 减仓 |
| EWU | ISHARES TR | $169.72万 | 0.38% | 36,783 | 36,783 | — | $169.72万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $169.69万 | 0.38% | 17,608 | 10,653 | 153.2% | $102.66万 | 加仓 |
| IYM | ISHARES TR | $165.42万 | 0.37% | 9,214 | 9,214 | — | $165.42万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $159.96万 | 0.36% | 27,737 | -2,454 | -8.1% | -$14.15万 | 减仓 |
| AOM | ISHARES TR | $154.16万 | 0.35% | 30,901 | -134 | -0.4% | -$6,685 | 减仓 |
| CERY | SPDR SERIES TRUST | $152.36万 | 0.34% | 45,575 | 4,541 | 11.1% | $15.18万 | 加仓 |
| LLY | ELI LILLY & CO | $147.05万 | 0.33% | 1,226 | 2 | 0.2% | $2,399 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $143.90万 | 0.33% | 21,159 | 2,701 | 14.6% | $18.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $143.81万 | 0.33% | 2,874 | 452 | 18.7% | $22.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $143.40万 | 0.32% | 16,648 | 742 | 4.7% | $6.39万 | 加仓 |
| SHY | ISHARES TR | $140.45万 | 0.32% | 17,105 | -4,591 | -21.2% | -$37.70万 | 减仓 |
| IVW | ISHARES TR | $133.73万 | 0.30% | 9,724 | 805 | 9.0% | $11.07万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $133.49万 | 0.30% | 17,405 | 289 | 1.7% | $2.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $132.02万 | 0.30% | 14,406 | 10,646 | 283.1% | $97.56万 | 加仓 |
| IEMG | ISHARES INC | $130.41万 | 0.29% | 15,742 | -2,607 | -14.2% | -$21.60万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $126.17万 | 0.29% | 26,954 | 306 | 1.1% | $1.43万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $125.09万 | 0.28% | 18,516 | 1,439 | 8.4% | $9.72万 | 加仓 |
| — | JPMORGAN CHASE FINL CO LLC | $125.06万 | 0.28% | 42,174 | 21,897 | 108.0% | $64.93万 | 重新持有 |
| BLV | VANGUARD BD INDEX FDS | $125.00万 | 0.28% | 18,134 | 569 | 3.2% | $3.92万 | 加仓 |
| GOOGL | ALPHABET INC | $123.19万 | 0.28% | 3,447 | 116 | 3.5% | $4.15万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $111.54万 | 0.25% | 36,154 | 36,154 | — | $111.54万 | 新建仓 |
| IVE | ISHARES TR | $111.53万 | 0.25% | 4,912 | -828 | -14.4% | -$18.80万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $110.61万 | 0.25% | 22,055 | 8,119 | 58.3% | $40.72万 | 加仓 |
| GLD | SPDR GOLD TR | $107.20万 | 0.24% | 2,910 | -1,133 | -28.0% | -$41.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $104.91万 | 0.24% | 3,205 | 55 | 1.7% | $1.80万 | 加仓 |
| AVGO | BROADCOM INC | $101.72万 | 0.23% | 2,693 | -417 | -13.4% | -$15.75万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $97.08万 | 0.22% | 37,011 | 10,558 | 39.9% | $27.69万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $94.75万 | 0.21% | 21,653 | 1,723 | 8.6% | $7.54万 | 加仓 |
| IDEV | ISHARES TR | $94.10万 | 0.21% | 10,572 | 93 | 0.9% | $8,278 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $88.20万 | 0.20% | 4,145 | -3,967 | -48.9% | -$84.41万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $84.12万 | 0.19% | 1,448 | -113 | -7.2% | -$6.56万 | 减仓 |
| IJR | ISHARES TR | $81.02万 | 0.18% | 5,463 | -230 | -4.0% | -$3.41万 | 减仓 |
| AOK | ISHARES TR | $76.09万 | 0.17% | 18,344 | 664 | 3.8% | $2.75万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $75.29万 | 0.17% | 14,282 | -363 | -2.5% | -$1.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $75.28万 | 0.17% | 2,964 | -9 | -0.3% | -$2,286 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $75.24万 | 0.17% | 8,984 | -98 | -1.1% | -$8,207 | 减仓 |
| VTI | VANGUARD INDEX FDS | $74.82万 | 0.17% | 2,022 | 297 | 17.2% | $10.99万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $74.01万 | 0.17% | 7,389 | 12 | 0.2% | $1,202 | 加仓 |
| MBB | ISHARES TR | $72.21万 | 0.16% | 7,640 | 485 | 6.8% | $4.58万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $72.17万 | 0.16% | 8,212 | 4,174 | 103.4% | $36.68万 | 加仓 |
| SYY | SYSCO CORP | $71.16万 | 0.16% | 8,514 | 1,727 | 25.4% | $14.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $70.76万 | 0.16% | 1,633 | -58 | -3.4% | -$2.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $69.69万 | 0.16% | 745 | -23 | -3.0% | -$2.15万 | 减仓 |
| EFG | ISHARES TR | $68.87万 | 0.16% | 5,535 | 858 | 18.3% | $10.68万 | 加仓 |
| CLOI | VANECK ETF TRUST | $68.10万 | 0.15% | 12,861 | 12,861 | — | $68.10万 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $67.23万 | 0.15% | 30,013 | 4,049 | 15.6% | $9.07万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $63.91万 | 0.14% | 25,122 | 669 | 2.7% | $1.70万 | 加仓 |
| — | ISHARES TR | $63.90万 | 0.14% | 8,463 | -163 | -1.9% | -$1.23万 | 减仓 |
| IJH | ISHARES TR | $62.13万 | 0.14% | 8,057 | 3 | 0.0% | $231 | 加仓 |
| — | MANAGED PORTFOLIO SER | $61.54万 | 0.14% | 24,976 | 2,132 | 9.3% | $5.25万 | 加仓 |
| SGOV | ISHARES TR | $61.54万 | 0.14% | 6,113 | -228,654 | -97.4% | -$2,301.72万 | 减仓 |
| QLD | PROSHARES TR | $60.25万 | 0.14% | 6,227 | 2,291 | 58.2% | $22.17万 | 重新持有 |
| KLAC | KLA CORP | $59.20万 | 0.13% | 1,962 | -138 | -6.6% | -$4.16万 | 减仓 |
| ABBV | ABBVIE INC | $58.36万 | 0.13% | 2,319 | -281 | -10.8% | -$7.07万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $57.08万 | 0.13% | 7,897 | -2 | -0.0% | -$145 | 减仓 |
| — | EXXON MOBIL CORP | $56.02万 | 0.13% | 4,098 | 428 | 11.7% | $5.85万 | 加仓 |