Legacy Wealth Management, Inc

报告期 2026-03-31 · CIK 0001488921

持仓数

前50大市值合计

$1.71B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

25Q4 调仓2025-09-30 → 2025-12-31 · 共 28 项建仓 2增持 14减持 12

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$13.1M

544,435 +1%

增持

JCPB J P MORGAN EXCHANGE TRADED F

+$7.9M

3,729,750 +5%

增持

FBND FIDELITY MERRIMACK STR TR

+$7.0M

3,416,406 +5%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

SCHM SCHWAB STRATEGIC TR

增持

JPST J P MORGAN EXCHANGE TRADED F

+$4.0M

1,631,362 +5%

减持

SCHK SCHWAB STRATEGIC TR

-$3.7M

6,117,568 -4%

增持

HMOP HARTFORD FDS EXCHANGE TRADED

+$2.0M

596,389 +9%

减持

IWB ISHARES TR

+$1.2M

710,475 -2%

减持

SCHA SCHWAB STRATEGIC TR

-$750.5K

846,199 -5%

减持

SCHX SCHWAB STRATEGIC TR

-$746.4K

2,206,176 -3%

减持

IJH ISHARES TR

-$691.3K

1,349,996 -2%

减持

IXUS ISHARES TR

+$667.4K

753,401 -1%

减持

IJR ISHARES TR

+$460.4K

418,852 -0%

建仓

VOO VANGUARD INDEX FDS

+$280.2K

447

建仓

GOOGL ALPHABET INC

+$253.8K

811

减持

VTI VANGUARD INDEX FDS

+$195.6K

28,195 -0%

增持

IWD ISHARES TR

+$111.1K

1,984 +32%

增持

IWF ISHARES TR

+$92.4K

1,456 +14%

减持

IWM ISHARES TR

-$92.0K

53,689 -2%

增持

AAPL APPLE INC

+$88.3K

1,238 +27%

增持

T AT&T INC

-$46.2K

18,622 +3%

减持

SCHZ SCHWAB STRATEGIC TR

-$38.3K

30,075 -5%

增持

NVDA NVIDIA CORPORATION

+$34.5K

2,081 +10%

增持

DFAC DIMENSIONAL ETF TRUST

+$18.1K

6,256 +5%

减持

AGG ISHARES TR

-$14.5K

38,943 -0%

增持

MSFT MICROSOFT CORP

-$13.2K

535 +2%

减持

SCHB SCHWAB STRATEGIC TR

+$8.5K

38,021 -1%

增持

QQQ INVESCO QQQ TR

+$7.2K

513 +0%