13FBOX
Legacy Wealth Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Legacy Wealth Partners, LLC

No.4602 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.42亿
环比变动 Q1 2026
+$4,320.6万+10.8%
持仓股票数
189
新买入
33
加仓
81
减仓
64
清仓
20
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
14.06%11.35%$6,216.1万8.3万股$4,526.5万6.9万股+1.4万股+19.78%加仓
IiShares安硕信托AGG
10.72%11.98%$4,741.1万47.9万股$4,777.8万48.1万股-2,295股-0.48%减仓
IiShares安硕信托IEFA
5.4%6.21%$2,385.4万24.7万股$2,475.9万27.3万股-2.7万股-9.69%减仓
V先锋领航指数基金VTV
4.52%5.72%$1,999.3万9.2万股$2,282.2万11.6万股-2.5万股-21.13%减仓
V先锋领航指数基金VOO
3.59%3.42%$1,588.3万2.3万股$1,364.7万2.3万股+287股+1.26%加仓
IiShares安硕信托EEM
2.93%1.35%$1,297.1万19.0万股$539.0万9.5万股+9.5万股+99.77%加仓
V先锋领航指数基金VB
2.68%2.56%$1,185.3万3.9万股$1,021.6万3.9万股+99股+0.25%加仓
V先锋领航·MIDVO
2.55%2.46%$1,125.4万14.0万股$981.5万3.4万股+10.6万股+308.69%加仓
IiShares安硕信托IUSB
2.5%2.52%$1,107.5万24.0万股$1,007.1万21.8万股+2.2万股+10.07%加仓
V先锋领航·FTSEVEA
2.21%2.17%$977.8万13.7万股$866.7万13.5万股+1,980股+1.46%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
2.18%$964.3万26.0万股$00股+26.0万股新买入
SSPDR标普500 ETFSPY
2.04%1.58%$902.4万1.2万股$629.8万9,685股+2,400股+24.78%加仓
IiShares安硕·RUSSELLIWM
1.64%0.72%$725.0万2.4万股$286.9万1.2万股+1.3万股+108.59%加仓
IiShares安硕信托HYG
1.58%1.7%$699.9万8.8万股$676.5万8.5万股+2,487股+2.92%加仓
IiShares安硕信托AOR
1.54%1.55%$681.2万9.8万股$619.4万9.6万股+1,757股+1.83%加仓
V先锋领航市政债券基金VTEB
1.22%1.3%$538.7万10.7万股$518.9万10.4万股+2,495股+2.40%加仓
SSSGA ACTIVE TRXLSR
1.16%1.07%$513.4万7.9万股$425.9万7.4万股+5,396股+7.32%加仓
英伟达NVDA
1.13%1.97%$500.1万2.5万股$784.5万4.5万股-2.0万股-44.44%减仓
IiShares安硕信托AOA
1.12%1.11%$496.1万5.1万股$443.5万5.0万股+705股+1.41%加仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
1.07%1.19%$471.7万9.3万股$475.5万9.5万股-1,788股-1.88%减仓
苹果AAPL
0.94%0.97%$413.5万1.4万股$386.0万1.5万股-920股-6.05%减仓
PProShares信托UJB
0.91%$404.3万5.2万股$00股+5.2万股新买入
SSPDR道富指数基金SPEM
0.84%0.74%$372.4万7.2万股$296.9万6.3万股+8,624股+13.63%加仓
PProShares信托UWM
0.84%0.35%$371.9万5.5万股$139.1万3.0万股+2.6万股+85.63%加仓
SSPDR道富指数基金SPDW
0.78%1.02%$346.9万6.9万股$405.0万8.9万股-2.0万股-22.42%减仓
PProShares信托EET
0.78%0.31%$345.3万2.9万股$124.3万1.5万股+1.5万股+97.86%加仓
V先锋领航·FSTEVWO
0.78%0.77%$343.1万5.7万股$306.0万5.7万股+866股+1.53%加仓
IiShares安硕信托TIP
0.74%$327.3万3.0万股$00股+3.0万股新买入
V先锋领航·TOTALBNDX
0.7%0.74%$310.6万6.4万股$295.0万6.1万股+2,726股+4.44%加仓
V先锋领航债券指数基金BSV
0.63%0.67%$278.2万3.6万股$265.6万3.4万股+1,834股+5.41%加仓
微软MSFT
0.56%0.55%$246.4万6,606股$220.0万5,943股+663股+11.16%加仓
WWisdomTree·BLOOMBERG US DOLLAR BULLISH FUNDUSDU
0.52%0.47%$229.2万8.6万股$187.2万7.1万股+1.5万股+20.53%加仓
I景顺·ACTVELY MNGD ETC FDPDBC
0.52%1.53%$228.2万14.4万股$612.3万35.4万股-21.0万股-59.34%减仓
IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG
0.51%0.06%$227.3万9.1万股$25.6万1.0万股+8.0万股+785.50%加仓
WWisdomTree·JAPANDXJ
0.51%0.47%$226.7万1.3万股$187.3万1.2万股+1,255股+10.63%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.51%0.44%$225.2万1.4万股$173.6万1.4万股+635股+4.67%加仓
IiShares安硕信托IXJ
0.48%$210.2万2.1万股$00股+2.1万股新买入
IiShares安硕信托SHV
0.45%0.41%$198.8万1.8万股$162.0万1.5万股+3,338股+22.75%加仓
SSSGA ACTIVE TRFISR
0.44%0.6%$195.5万7.6万股$238.0万9.3万股-1.6万股-17.65%减仓
IiShares安硕·MSCI MEXICO ETFEWW
0.44%$193.2万2.6万股$00股+2.6万股新买入
亚马逊AMZN
0.43%0.34%$191.9万8,052股$136.5万6,554股+1,498股+22.86%加仓
SSPDR行业精选信托XLE
0.42%0.46%$187.9万3.5万股$183.9万3.0万股+5,362股+17.87%加仓
V先锋领航指数基金VXF
0.42%0.39%$185.8万7,546股$154.2万7,493股+53股+0.71%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.42%0.44%$184.2万1.8万股$175.4万1.8万股-324股-1.79%减仓
IiShares安硕信托EWU
0.38%$169.7万3.7万股$00股+3.7万股新买入
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
0.38%0.17%$169.7万1.8万股$66.6万6,955股+1.1万股+153.17%加仓
IISHARES U.S. BASIC MATERIALS ETFIYM
0.37%$165.4万9,214股$00股+9,214股新买入
S道富SPSM
0.36%0.37%$160.0万2.8万股$145.9万3.0万股-2,454股-8.13%减仓
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
0.35%0.37%$154.2万3.1万股$147.0万3.1万股-134股-0.43%减仓
SSPDR道富系列信托CERY
0.34%0.36%$152.4万4.6万股$144.6万4.1万股+4,541股+11.07%加仓

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