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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 35
增持 53
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NEOV
NEOVOLTA INC
-$3.6M
3,622,293
+3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$3.0M
2,745
-96%
增持
BALT
INNOVATOR ETFS TRUST
+$3.0M
99,113
+3618%
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
—
VOLATILITY SHS TR
-$3.0M
1,859,728
+19%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$2.9M
232,920
-30%
减持
JAAA
JANUS DETROIT STR TR
-$2.3M
2,195
-95%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$2.1M
38,652
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$2.1M
25,224
-62%
减持
BITO
PROSHARES TR
-$2.1M
511,437
-0%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.6M
39,074
-48%
增持
ICSH
ISHARES TR
+$1.5M
163,974
+22%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.4M
34,474
-29%
建仓
IEF
ISHARES TR
+$1.2M
12,406
减持
DVN
DEVON ENERGY CORP NEW
+$1.2M
305,912
-1%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
7,015
+167%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$1.1M
140,494
-21%
减持
ECC
EAGLE POINT CREDIT COMPANY I
-$1.0M
809,284
-5%
减持
FSK
FS KKR CAP CORP
-$942.1K
147,695
-15%
增持
IVV
ISHARES TR
+$795.4K
1,637
+695%
减持
DSTL
ETF SER SOLUTIONS
-$633.1K
5,024
-69%
清仓
—
EASTERLY GOVT PPTYS INC
-$619.1K
0
-100%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$573.7K
127,726
-15%
清仓
ZSEP
INNOVATOR ETFS TRUST
-$482.3K
0
-100%
增持
STEX
BIOSIG TECHNOLOGIES INC
+$462.8K
6,216,508
+73%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$434.0K
41,792
-18%
增持
BIL
SPDR SER TR
+$391.4K
115,746
+4%
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$365.9K
39,171
+71%
建仓
IJH
ISHARES TR
+$359.0K
6,152
减持
FLRT
PACER FDS TR
-$346.8K
30,125
-19%
减持
DSMC
ETF SER SOLUTIONS
-$313.2K
7,968
-51%
减持
QPX
ADVISORSHARES TR
-$288.2K
13,135
-35%
减持
SPY
SPDR S&P 500 ETF TR
-$276.8K
6,616
-0%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$274.5K
16,426
+53%
减持
AJUL
INNOVATOR ETFS TRUST
-$251.5K
2,897
-76%
减持
CPSJ
CALAMOS ETF TR
-$250.5K
3,119
-76%
减持
CPSL
CALAMOS ETF TR
-$219.9K
1,916
-82%
减持
SHV
ISHARES TR
-$219.6K
8,827
-19%
建仓
IWB
ISHARES TR
+$200.6K
654
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$198.6K
56,973
+20%
增持
SQMX
FIRST TR EXCHNG TRADED FD VI
+$187.3K
13,802
+82%
建仓
SGOV
ISHARES TR
+$186.8K
1,856
增持
SPDW
SPDR INDEX SHS FDS
+$184.8K
5,182
+4698%
减持
QIS
SIMPLIFY EXCHANGE TRADED FUN
-$177.1K
18,471
-25%
建仓
ICOW
PACER FDS TR
+$174.9K
5,569
增持
—
TRANE TECHNOLOGIES PLC
+$173.5K
628
+487%
增持
IJR
ISHARES TR
+$172.4K
1,736
+2126%
减持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
-$169.9K
29,488
-23%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$165.1K
76,593
+14%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET
-$157.3K
82,717
-7%
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$156.7K
22,649
-22%
增持
NVDA
NVIDIA CORPORATION
-$144.3K
7,002
+1%
增持
VTV
VANGUARD INDEX FDS
+$140.3K
963
+551%
增持
CALF
PACER FDS TR
+$138.2K
3,698
+30717%
建仓
CAPE
DOUBLELINE ETF TRUST
+$129.8K
4,271
增持
AMZN
AMAZON COM INC
-$129.7K
4,065
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$129.2K
49,821
+14%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$128.2K
16,286
-7%
增持
LQD
ISHARES TR
+$124.3K
1,161
+6350%
清仓
PJUL
INNOVATOR ETFS TRUST
-$107.1K
0
-100%
增持
DGRW
WISDOMTREE TR
+$106.6K
12,006
+17%
增持
USFR
WISDOMTREE TR
+$101.4K
2,897
+229%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$98.3K
5,365
-23%
增持
TBIL
RBB FD INC
+$97.9K
2,846
+220%
增持
TFLO
ISHARES TR
+$92.4K
2,744
+197%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$92.0K
1,813
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$91.1K
3,444
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$90.0K
8,713
+26%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$88.1K
1,564
减持
USG
USCF ETF TR
+$86.6K
74,528
-5%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$85.6K
51,270
+14%
建仓
SCHG
SCHWAB STRATEGIC TR
+$78.2K
3,123
增持
NKE
NIKE INC
+$77.6K
1,405
+736%
减持
—
FLEX LNG LTD
-$75.8K
9,318
-20%
减持
CRGY
CRESCENT ENERGY COMPANY
-$74.5K
13,582
-12%
增持
MSTR
MICROSTRATEGY INC
-$74.2K
8,224
+10%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$70.2K
20,631
+24%
增持
IEFA
ISHARES TR
+$70.0K
1,057
+689%
增持
XLK
SELECT SECTOR SPDR TR
+$69.7K
596
+160%
增持
—
AMPLIFY ETF TR
+$62.4K
1,305
+358%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$61.8K
210
+250%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$61.6K
21,342
+24%
增持
TSLA
TESLA INC
-$60.2K
1,008
+13%
建仓
PFF
ISHARES TR
+$59.8K
1,947
增持
COWZ
PACER FDS TR
+$56.4K
3,201
+54%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$51.0K
1,089
建仓
FTEC
FIDELITY COVINGTON TRUST
+$48.5K
301
建仓
HYDB
ISHARES TR
+$47.0K
999
减持
MSFT
MICROSOFT CORP
-$46.2K
1,118
-2%
建仓
MSIF
MSC INCOME FUND INC
+$46.0K
2,794
建仓
TFI
SPDR SER TR
+$44.2K
981
清仓
OKTA
OKTA INC
-$43.7K
0
-100%
建仓
IR
INGERSOLL RAND INC
+$43.5K
543
建仓
MAGS
LISTED FD TR
+$43.2K
941
建仓
DEW
WISDOMTREE TR
+$43.0K
766
增持
XLF
SELECT SECTOR SPDR TR
+$42.8K
912
+1724%
建仓
CHAT
TIDAL TR II
+$41.6K
1,195
增持
EIPX
FIRST TR EXCHANGE-TRADED FD
+$41.2K
12,228
+13%
减持
GOOG
ALPHABET INC
-$40.5K
906
-7%
建仓
QLTA
ISHARES TR
+$38.2K
803
建仓
QUAL
ISHARES TR
+$37.3K
218
减持
MGK
VANGUARD WORLD FD
-$36.6K
762
-2%
建仓
DBEF
DBX ETF TR
+$36.6K
845
减持
GOOGL
ALPHABET INC
-$36.3K
940
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$35.5K
316
+12%
增持
BND
VANGUARD BD INDEX FDS
+$34.9K
2,778
+19%
清仓
PECO
PHILLIPS EDISON & CO INC
-$34.8K
0
-100%
建仓
PSEP
INNOVATOR ETFS TRUST
+$34.0K
885
建仓
GNMA
ISHARES TR
+$32.4K
737
清仓
USFD
US FOODS HLDG CORP
-$32.3K
0
-100%
减持
—
NXP SEMICONDUCTORS N V
-$32.2K
196
-40%
减持
AAPL
APPLE INC
-$30.7K
3,353
-2%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$30.7K
442
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$30.7K
1,307
-20%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$30.1K
1,814
-7%
建仓
IGRO
ISHARES TR
+$30.0K
414
增持
ITOT
ISHARES TR
+$29.4K
360
+227%
减持
PR
PERMIAN RESOURCES CORP
-$29.0K
9,296
-15%
增持
AVGO
BROADCOM INC
-$28.6K
501
+0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$27.8K
46
-69%
清仓
APO
APOLLO GLOBAL MGMT INC
-$24.5K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$24.5K
523
-48%
减持
BIV
VANGUARD BD INDEX FDS
-$24.4K
1,288
-21%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$22.8K
1,499
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$22.7K
640
-20%
减持
LMT
LOCKHEED MARTIN CORP
-$22.1K
30
-63%
建仓
CLS
CELESTICA INC
+$22.1K
280
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$21.8K
357
+1222%
建仓
FNDC
SCHWAB STRATEGIC TR
+$21.7K
600
减持
CTRA
COTERRA ENERGY INC
-$21.6K
2,697
-26%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
-$21.6K
4,045
+8%
增持
—
BLACKROCK HEALTH SCIENCES TE
+$21.1K
1,505
+1781%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$21.1K
1,223
+65%
减持
—
EXXON MOBIL CORP
+$21.1K
2,284
-1%
减持
VOO
VANGUARD INDEX FDS
-$20.8K
95
-25%
建仓
SNPS
SYNOPSYS INC
+$20.6K
48
建仓
FNDF
SCHWAB STRATEGIC TR
+$20.5K
568
减持
BA
BOEING CO
-$20.4K
204
-33%
建仓
EDIV
SPDR INDEX SHS FDS
+$20.1K
563
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$20.1K
1,231
-20%
减持
SPGM
SPDR INDEX SHS FDS
-$19.7K
80
-79%
增持
WMT
WALMART INC
+$19.6K
805
+59%
增持
GOVT
ISHARES TR
+$19.4K
1,064
+375%
建仓
FLTR
VANECK ETF TRUST
+$19.0K
745
减持
CION
CION INVT CORP
-$18.9K
7,711
-9%
减持
KRP
KIMBELL RTY PARTNERS LP
-$18.6K
3,804
-18%
增持
IEUR
ISHARES TR
+$18.0K
367
+424%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$17.8K
17,608
+8%
减持
ORCL
ORACLE CORP
-$17.3K
493
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$17.1K
431
+0%
减持
CIVI
CIVITAS RESOURCES INC
-$16.3K
1,197
-1%
