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Legacy Wealth Managment, LLC/ID 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Legacy Wealth Managment, LLC/ID

报告期 2026-03-31 · CIK 0002045082

持仓数

1,043

前50大市值合计

$147.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

XXV SIMPLIFY EXCHANGE TRADED FUN

ANCORATO TARGET

$20.3M

895,642

13.8%

NEOV NEOVOLTA INC

COM

$16.4M

5,325,024

11.1%

STEX STREAMEX CORP

COM

$7.9M

7,029,351

5.4%

BUFD FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$7.1M

254,584

4.8%

BIL SPDR SERIES TRUST

STATE STREET SPD

$6.4M

69,577

4.3%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$6.1M

179,513

4.1%

BUFQ FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$5.7M

161,426

3.9%

ICSH ISHARES TR

ULTRA SHORT DUR

$5.2M

102,539

3.5%

BUFT FIRST TR EXCHNG TRADED FD VI

VEST BUFFERED

$5.0M

200,973

3.4%

FTSM FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW

$3.4M

57,640

2.3%

BITO PROSHARES TR

BITCOIN ETF

$2.4M

261,051

1.6%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$2.3M

26,399

1.6%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$2.3M

33,709

1.6%

ECC EAGLE POINT CREDIT COMPANY I

COM

$2.2M

575,559

1.5%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$2.2M

9,075

1.5%

VNOM VIPER ENERGY INC

CL A

$2.1M

45,585

1.5%

YGLD SIMPLIFY EXCHANGE TRADED FUN

GOLD STRATEGY PL

$2.1M

53,320

1.4%

JBND J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF

$2.0M

37,939

1.4%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$2.0M

42,652

1.4%

WDC WESTERN DIGITAL CORP

COM

$2.0M

7,383

1.4%

IEF ISHARES TR

7-10 YR TRSY BD

$1.9M

20,374

1.3%

ALOY REALLOYS INC

COM

$1.9M

198,687

1.3%

GBIL GOLDMAN SACHS ETF TR

ACCES TREASURY

$1.9M

18,515

1.3%

MSIF MSC INCOME FUND INC

COM

$1.7M

138,174

1.1%

FTHI FIRST TR EXCHANGE TRADED FD

BUYWRIT INCM ETF

$1.6M

70,540

1.1%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$1.6M

33,023

1.1%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$1.6M

62,022

1.1%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$1.6M

24,693

1.1%

FTSL FIRST TR EXCHANGE-TRADED FD

SENIOR LN FD

$1.6M

35,060

1.1%

SNDK SANDISK CORP

COM

$1.6M

2,456

1.1%

FLRT PACER FDS TR

ARISTOTLE PACIFI

$1.5M

33,367

1.0%

FSK FS KKR CAP CORP

COM

$1.5M

150,777

1.0%

SVOL SIMPLIFY EXCHANGE TRADED FUN

VOLATILITY PREM

$1.5M

99,905

1.0%

IVV ISHARES TR

CORE S&P500 ETF

$1.5M

2,278

1.0%

CION CION INVT CORP

COM

$1.4M

208,062

1.0%

AAPL APPLE INC

COM

$1.4M

5,490

0.9%

NVDA NVIDIA CORPORATION

COM

$1.3M

7,514

0.9%

RSBA TIDAL TRUST II

RETURN STACKED B

$1.3M

62,532

0.9%

WCMI FIRST TR EXCHANGE-TRADED FD

WCM INTL EQUITY

$1.3M

75,405

0.9%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$1.2M

7,557

0.8%

GSY INVESCO ACTIVELY MANAGED EXC

ULTRA SHRT DUR

$1.2M

24,528

0.8%

SHV ISHARES TR

TRUST ISHARE 0-1

$1.2M

11,114

0.8%

— WORLD GOLD TR

SPDR GLD MINIS

$1.2M

13,194

0.8%

FTXL FIRST TR EXCHANGE TRADED FD

NASDQ SEMCNDTR

$1.1M

7,676

0.8%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$1.1M

3,058

0.8%

AMZN AMAZON COM INC

COM

$1.1M

5,379

0.8%

AIRR FIRST TR EXCHANGE TRADED FD

RBA INDL ETF

$1.1M

9,929

0.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.1M

3,318

0.7%

GLD SPDR GOLD TR

GOLD SHS

$1.0M

2,439

0.7%

AGG ISHARES TR

CORE US AGGBD ET

$1.0M

10,111

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

XXV13.8%NEOV11.1%STEX5.4%BUFD4.8%BIL4.3%BUFR4.1%