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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
$147.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 22
增持 45
减持 66
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
EETH
PROSHARES TR
-$8.8M
167
-100%
增持
ECC
EAGLE POINT CREDIT COMPANY I
+$7.5M
847,871
+20306%
建仓
—
VOLATILITY SHS TR
+$6.4M
1,561,668
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。
增持
NEOV
NEOVOLTA INC
-$6.3M
3,527,896
+1%
减持
GBIL
GOLDMAN SACHS ETF TR
-$6.1M
48,305
-56%
减持
FSK
FS KKR CAP CORP
-$3.8M
173,756
-53%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$3.5M
334,502
-31%
减持
SPY
SPDR S&P 500 ETF TR
-$3.4M
6,621
-47%
建仓
STEX
BIOSIG TECHNOLOGIES INC
+$3.3M
3,603,173
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$2.8M
178,325
+220%
减持
BITO
PROSHARES TR
-$2.8M
513,066
-13%
建仓
MSTR
MICROSTRATEGY INC
+$2.4M
7,464
增持
DVN
DEVON ENERGY CORP NEW
+$2.3M
309,669
+51%
减持
BIL
SPDR SER TR
-$1.8M
111,759
-15%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$1.5M
66,312
-31%
减持
USG
USCF ETF TR
-$1.4M
78,252
-42%
减持
SSO
PROSHARES TR
-$1.3M
89
-99%
减持
QLD
PROSHARES TR
-$1.3M
639
-95%
增持
ICSH
ISHARES TR
+$1.2M
134,153
+22%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$999.9K
17,530
-48%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$916.9K
67,461
+108%
减持
SHV
ISHARES TR
-$876.4K
10,842
-42%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$834.1K
45,139
+131%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$831.9K
43,561
+156%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$690.3K
16,314
+217%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$662.9K
29,898
+218%
增持
DGRW
WISDOMTREE TR
+$548.3K
10,282
+187%
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$544.8K
47,568
+99%
建仓
ZSEP
INNOVATOR ETFS TRUST
+$482.3K
19,057
减持
BUFZ
FIRST TR EXCHNG TRADED FD VI
-$456.9K
22,871
-46%
减持
QPX
ADVISORSHARES TR
-$449.0K
20,222
-38%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$444.4K
50,677
-16%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$381.1K
75,089
-10%
减持
TQQQ
PROSHARES TR
-$347.6K
20
-100%
清仓
UPRO
PROSHARES TR
-$339.9K
0
-100%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$339.6K
68,216
-10%
增持
NVDA
NVIDIA CORPORATION
+$335.5K
6,956
+79%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$254.0K
5,854
+147%
减持
—
EASTERLY GOVT PPTYS INC
-$236.9K
57,115
-13%
建仓
—
MACKENZIE RLTY CAP INC
+$236.5K
117,098
建仓
SQMX
FIRST TR EXCHNG TRADED FD VI
+$235.6K
7,567
减持
—
SITIO ROYALTIES CORP
-$230.5K
5,926
-60%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$227.6K
10,720
-31%
减持
FLRT
PACER FDS TR
-$210.5K
37,042
-10%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$191.0K
16,613
+89%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$185.5K
17,182
+86%
减持
DUOL
DUOLINGO INC
-$176.6K
4,500
-25%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$169.7K
2,577
+127%
增持
BND
VANGUARD BD INDEX FDS
+$167.5K
2,338
+10527%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$165.5K
3,737
+137%
增持
EIPX
FIRST TR EXCHANGE-TRADED FD
+$161.7K
10,795
+135%
增持
BP
BP PLC
+$160.2K
4,972
+49620%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$158.2K
3,224
+134%
减持
AMZN
AMAZON COM INC
-$140.7K
3,941
-19%
减持
VUG
VANGUARD INDEX FDS
-$137.8K
151
-69%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$135.4K
6,921
+73%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$120.3K
7,012
-22%
减持
DSMC
ETF SER SOLUTIONS
-$119.7K
16,391
-11%
减持
DSTL
ETF SER SOLUTIONS
-$115.1K
16,076
-9%
减持
JAAA
JANUS DETROIT STR TR
-$114.7K
47,524
-5%
清仓
SUB
ISHARES TR
-$111.6K
0
-100%
减持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
-$105.8K
38,171
-12%
减持
VTI
VANGUARD INDEX FDS
-$104.7K
2,627
-12%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET
-$99.5K
89,287
-10%
建仓
ORCL
ORACLE CORP
+$86.2K
494
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$73.8K
28,904
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$69.6K
430
+322%
减持
QIS
SIMPLIFY EXCHANGE TRADED FUN
-$67.4K
24,737
-11%
增持
AVGO
BROADCOM INC
+$67.3K
500
+92%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$63.2K
151,150
+2%
清仓
IYW
ISHARES TR
-$62.7K
0
-100%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$60.2K
1,955
+58%
清仓
SPYG
SPDR SER TR
-$59.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$57.8K
177
-81%
减持
—
EXXON MOBIL CORP
-$56.4K
2,301
-9%
减持
VNQ
VANGUARD INDEX FDS
-$55.1K
14
-98%
增持
BA
BOEING CO
+$54.6K
304
+7500%
减持
SRLN
SSGA ACTIVE ETF TR
-$52.2K
337
-79%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$51.8K
741
+48%
清仓
JAJL
INNOVATOR ETFS TRUST
-$51.7K
0
-100%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$48.8K
575
建仓
TFLO
ISHARES TR
+$46.7K
923
增持
COST
COSTCO WHSL CORP NEW
+$45.0K
383
+1%
建仓
TBIL
RBB FD INC
+$44.4K
890
建仓
USFR
WISDOMTREE TR
+$44.4K
880
减持
CPSL
CALAMOS ETF TR
-$44.0K
10,426
-15%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$42.0K
400
清仓
BABA
ALIBABA GROUP HLDG LTD
-$41.4K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$40.9K
565
+3039%
增持
—
ASML HOLDING N V
+$38.5K
102
+92%
清仓
MUB
ISHARES TR
-$34.2K
0
-100%
建仓
IDEV
ISHARES TR
+$33.2K
491
建仓
USFD
US FOODS HLDG CORP
+$32.3K
459
减持
VBR
VANGUARD INDEX FDS
-$31.7K
83
-64%
减持
VOE
VANGUARD INDEX FDS
-$31.0K
281
-38%
增持
SPUU
DIREXION SHS ETF TR
+$30.5K
401
+98%
增持
AMD
ADVANCED MICRO DEVICES INC
+$29.1K
458
+216%
减持
PRPL
PURPLE INNOVATION INC
-$29.1K
29,477
-58%
减持
VOT
VANGUARD INDEX FDS
-$28.1K
43
-72%
增持
SOFI
SOFI TECHNOLOGIES INC
+$28.1K
3,244
+116%
增持
HCA
HCA HEALTHCARE INC
+$28.0K
191
+99%
清仓
DY
DYCOM INDS INC
-$27.9K
0
-100%
减持
—
DOLE PLC
-$27.7K
10
-99%
增持
GOOGL
ALPHABET INC
+$27.4K
980
+14%
增持
IVV
ISHARES TR
+$26.6K
206
+26%
增持
AAPL
APPLE INC
+$25.9K
3,407
+2%
减持
CION
CION INVT CORP
-$25.5K
8,486
-22%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$25.5K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$24.0K
392
-50%
清仓
IVT
INVENTRUST PPTYS CORP
-$23.2K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$23.1K
60
+650%
减持
CVX
CHEVRON CORP NEW
-$22.8K
41
-78%
建仓
DGRO
ISHARES TR
+$22.4K
354
建仓
ANET
ARISTA NETWORKS INC
+$22.2K
187
减持
XLV
SELECT SECTOR SPDR TR
-$22.1K
66
-69%
建仓
CAT
CATERPILLAR INC
+$21.5K
59
清仓
JD
JD.COM INC
-$21.4K
0
-100%
增持
IWF
ISHARES TR
+$21.3K
465
+10%
建仓
SPYM
SPDR SER TR
+$21.2K
300
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$21.0K
551
+519%
建仓
IAGG
ISHARES TR
+$20.9K
415
减持
—
FLEX LNG LTD
-$20.6K
11,618
-4%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$20.4K
252
+800%
减持
OKE
ONEOK INC NEW
-$20.3K
987
-7%
增持
IEMG
ISHARES INC
+$20.0K
454
+468%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$19.9K
5
-88%
减持
SRE
SEMPRA
-$19.0K
51
-80%
减持
VTV
VANGUARD INDEX FDS
-$19.0K
148
-42%
减持
PEP
PEPSICO INC
-$18.9K
86
-55%
减持
SM
SM ENERGY CO
-$18.6K
1,734
-9%
减持
F
FORD MTR CO
-$18.4K
254
-86%
清仓
D
DOMINION ENERGY INC
-$18.2K
0
-100%
清仓
ADX
ADAMS DIVERSIFIED EQUITY FD
-$17.8K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$16.6K
0
-100%
减持
—
LINDE PLC
-$16.4K
8
-82%
清仓
HYG
ISHARES TR
-$16.3K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$16.3K
0
-100%
建仓
KNOV
INNOVATOR ETFS TRUST
+$16.2K
627
减持
EMB
ISHARES TR
-$16.1K
5
-97%
建仓
HYBB
ISHARES TR
+$16.0K
343
减持
META
META PLATFORMS INC
+$15.8K
126
-2%
减持
PR
PERMIAN RESOURCES CORP
-$15.7K
10,981
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$15.6K
242
+14%
减持
GOOG
ALPHABET INC
-$15.2K
973
-11%
减持
FE
FIRSTENERGY CORP
-$15.2K
102
-78%
清仓
NOC
NORTHROP GRUMMAN CORP
-$15.1K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$14.7K
76
减持
VBK
VANGUARD INDEX FDS
-$14.7K
33
-61%
减持
—
LYONDELLBASELL INDUSTRIES N
-$14.6K
38
-82%
减持
DIS
DISNEY WALT CO
-$14.3K
448
-28%