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

Legacy Wealth Managment, LLC/ID

No.6472 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.43亿
环比变动 Q1 2026
+$4,154.1万+20.6%
持仓股票数
193
新买入
29
加仓
118
减仓
40
清仓
873
持股不变
6
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
NNEOVOLTANEOV
6.35%8.15%$1,542.4万489.7万股$1,640.1万532.5万股-42.9万股-8.05%减仓
SSIMPLIFY EXCHANGE TRADED FUNXXV
5.69%10.09%$1,382.3万58.4万股$2,029.5万89.6万股-31.1万股-34.75%减仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
3.19%3.54%$774.1万26.0万股$712.8万25.5万股+5,887股+2.31%加仓
FIRST INTST BANCSYSTEMFIBK
2.89%3.01%$700.3万19.2万股$606.2万18.0万股+1.2万股+6.79%加仓
F第一信托交易所交易基金VIBUFQ
2.76%2.83%$669.1万17.0万股$570.2万16.1万股+8,960股+5.55%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.57%$622.9万18.4万股$00股+18.4万股新买入
SSTREAMEX CORP COMSTEX
2.29%3.95%$556.0万653.9万股$795.4万703.9万股-50.0万股-7.10%减仓
F第一信托交易所交易基金VIBUSEP
2.21%2.48%$536.9万20.7万股$498.6万20.1万股+6,455股+3.21%加仓
SSPDR道富系列信托BIL
2.17%3.17%$526.8万5.7万股$637.6万7.0万股-1.2万股-17.38%减仓
PPERPETUALS.COM LTDPDC
2.06%$501.2万84.9万股$00股+84.9万股新买入
RREALLOYSALOY
2.05%0.96%$498.7万34.5万股$193.9万19.9万股+14.6万股+73.71%加仓
IiShares安硕信托ICSH
1.95%2.58%$474.5万9.4万股$519.1万10.3万股-8,736股-8.52%减仓
B贝莱德ETF信托BDYN
1.85%$449.1万16.2万股$00股+16.2万股新买入
LLIXTE BIOTECHNOLOGY INNMAD
1.84%$445.7万60.1万股$00股+60.1万股新买入
B贝莱德ETF信托BMN
1.51%$366.2万14.1万股$00股+14.1万股新买入
SSANDISK COMSNDK
1.44%0.78%$348.6万1,533股$156.0万2,456股-923股-37.58%减仓
F第一信托交易所交易基金FTHI
1.36%0.8%$329.0万13.8万股$161.9万7.1万股+6.7万股+95.58%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
1.35%1.71%$328.3万5.5万股$344.6万5.8万股-2,671股-4.63%减仓
F第一信托交易所交易基金RDVY
1.3%1.14%$314.5万3.9万股$230.2万3.4万股+5,089股+15.10%加仓
I景顺·NASDAQ 100 ETFQQQM
1.28%1.07%$310.6万1.0万股$215.6万9,075股+1,175股+12.95%加仓
西部数据WDC
1.24%0.99%$301.6万4,722股$199.7万7,383股-2,661股-36.04%减仓
WWisdomTree信托DGRW
1.18%1.15%$286.1万3.0万股$231.9万2.6万股+3,525股+13.35%加仓
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
1.11%0.56%$270.0万9,476股$113.2万7,676股+1,800股+23.45%加仓
IiShares安硕信托IVV
1.08%0.74%$261.8万3,495股$148.8万2,278股+1,217股+53.42%加仓
英伟达NVDA
0.81%0.69%$195.9万9,792股$139.8万8,014股+1,778股+22.19%加仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
0.79%0.79%$191.3万6.5万股$158.5万6.2万股+3,030股+4.89%加仓
IiShares安硕·7-10YRIEF
0.76%0.97%$183.5万1.9万股$194.4万2.0万股-967股-4.75%减仓
FFT VEST LAD AUTO CALL BARRIERACYN
0.74%0.08%$180.1万8.7万股$16.8万8,249股+7.8万股+950.43%加仓
苹果AAPL
0.72%0.69%$175.4万6,061股$139.3万5,490股+571股+10.40%加仓
F第一信托交易所交易基金FPX
0.71%0.61%$172.5万8,994股$123.6万7,557股+1,437股+19.02%加仓
FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG
0.7%0.8%$170.2万3.4万股$160.9万3.3万股+677股+2.05%加仓
SSPDR行业精选信托XLK
0.7%0.08%$169.2万8,880股$15.4万1,156股+7,724股+668.17%加仓
F第一信托交易所交易基金FYC
0.69%0.55%$166.8万1.3万股$110.0万9,929股+2,589股+26.08%加仓
SSPDR行业精选信托XLF
0.67%<0.01%$163.4万3.0万股$2,46950股+3.0万股+60,844.00%加仓
IiShares安硕信托AGG
0.67%0.5%$162.6万1.6万股$100.4万1.0万股+6,317股+62.48%加仓
F第一信托·USTCIBR
0.67%0.49%$161.6万1.8万股$97.7万1.6万股+2,402股+15.41%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.64%1%$156.0万3.3万股$200.8万4.3万股-9,428股-22.10%减仓
J摩根大通交易所交易基金JBND
0.64%1.01%$154.5万2.9万股$204.0万3.8万股-9,059股-23.88%减仓
IiShares安硕信托SHV
0.63%0.61%$153.4万1.4万股$122.7万1.1万股+2,784股+25.05%加仓
PPACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETFFLRT
0.62%0.77%$151.0万3.2万股$154.5万3.3万股-981股-2.94%减仓
IiShares安硕信托MTUM
0.61%0.06%$147.2万4,293股$11.8万492股+3,801股+772.56%加仓
IiShares安硕信托IEFA
0.6%0.05%$146.4万1.5万股$9.9万1,093股+1.4万股+1,287.01%加仓
J摩根大通交易所交易基金JEPI
0.59%0.03%$142.9万2.5万股$5.8万1,030股+2.4万股+2,356.50%加仓
F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI
0.57%0.63%$139.4万7.1万股$126.5万7.5万股-4,178股-5.54%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
0.57%0.56%$137.6万1.6万股$112.4万3,058股+1.3万股+412.03%加仓
IiShares白银信托SLV
0.55%0.47%$133.6万2.5万股$93.8万1.4万股+1.1万股+81.55%加仓
SSIMPLIFY EXCHANGE TRADED FUNHIGH
0.55%0.45%$133.4万6.2万股$90.1万4.2万股+1.9万股+46.02%加仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
0.55%0.78%$132.5万2.0万股$157.8万2.5万股-5,089股-20.61%减仓
IiShares安硕信托VLUE
0.52%0.07%$125.8万6,298股$14.3万1,009股+5,289股+524.18%加仓
VanEck ETF信托MLN
0.51%$124.7万7.0万股$00股+7.0万股新买入

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