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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 56
减持 49
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
STEX
BIOSIG TECHNOLOGIES INC
+$45.1M
6,838,677
+10%
减持
DVN
DEVON ENERGY CORP NEW
-$11.4M
2,075
-99%
增持
NEOV
NEOVOLTA INC
+$7.2M
4,567,051
+26%
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。
建仓
ETHU
VOLATILITY SHS TR
+$5.7M
100,863
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$3.7M
276,854
+117%
清仓
—
VOLATILITY SHS TR
-$3.4M
0
-100%
减持
ICSH
ISHARES TR
-$3.3M
98,888
-40%
减持
BALT
INNOVATOR ETFS TRUST
-$3.0M
2,485
-97%
减持
BIL
SPDR SERIES TRUST
-$2.9M
83,849
-28%
减持
ECC
EAGLE POINT CREDIT COMPANY I
-$2.7M
508,109
-37%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.1M
46,989
+1612%
增持
QLD
PROSHARES TR
+$1.8M
16,228
+2154%
增持
SSO
PROSHARES TR
+$1.7M
17,340
+20063%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.6M
3,316
-92%
减持
BITO
PROSHARES TR
+$1.6M
510,712
-0%
建仓
CBOA
CALAMOS ETF TR
+$1.4M
55,336
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
181,762
+29%
增持
USG
USCF ETF TR
+$1.2M
109,347
+47%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$1.2M
163,193
-30%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.2M
22,862
-34%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$918.4K
106,530
+39%
减持
VTI
VANGUARD INDEX FDS
-$849.7K
3,548
-49%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$840.5K
71,427
+39%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$693.6K
68,328
+37%
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$606.6K
80,030
+40%
减持
SPY
SPDR S&P 500 ETF TR
-$557.8K
5,087
-23%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$481.1K
6,205
-62%
建仓
DEA
EASTERLY GOVT PPTYS INC
+$465.0K
20,944
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$461.9K
41,600
+29%
增持
AGG
ISHARES TR
+$434.2K
4,491
+3805%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$422.6K
22,284
+37%
增持
FSK
FS KKR CAP CORP
+$400.2K
168,407
+14%
减持
MSTR
MICROSTRATEGY INC
+$382.5K
6,811
-17%
建仓
SVXY
PROSHARES TR II
+$375.7K
8,820
增持
MGV
VANGUARD WORLD FD
+$335.5K
3,370
+307%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$331.6K
21,715
+23%
增持
DGRW
WISDOMTREE TR
+$296.2K
14,987
+25%
增持
QPX
ADVISORSHARES TR
+$291.0K
19,157
+46%
建仓
—
TIDAL TR II
+$267.1K
12,048
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$264.4K
9,779
+82%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$261.7K
35,870
-14%
减持
SQMX
FIRST TR EXCHNG TRADED FD VI
-$254.8K
5,269
-62%
增持
IVV
ISHARES TR
+$213.5K
1,825
+11%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$208.5K
8,202
+26%
建仓
FIP
FTAI INFRASTRUCTURE INC
+$204.2K
33,091
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$198.9K
3,747
+32%
增持
IEF
ISHARES TR
+$195.7K
14,398
+16%
增持
AAPL
APPLE INC
+$194.6K
4,579
+37%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$190.7K
27,523
+33%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$188.2K
28,653
+34%
建仓
—
INVESCO QQQ TR
+$188.1K
341
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$166.3K
5,433
+34%
减持
NVDA
NVIDIA CORPORATION
+$165.7K
5,852
-16%
增持
FTXL
FIRST TR EXCHANGE TRADED FD
+$165.1K
4,595
+26%
减持
BUFZ
FIRST TR EXCHNG TRADED FD VI
-$164.8K
30,312
-23%
建仓
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$160.7K
6,127
增持
SGOV
ISHARES TR
+$154.1K
3,386
+82%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$153.3K
41,462
+7%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$150.1K
12,023
+38%
建仓
CBXJ
CALAMOS ETF TR
+$147.1K
5,551
增持
AMZN
AMAZON COM INC
+$130.5K
4,120
+1%
清仓
QQQ
INVESCO QQQ TR
-$129.4K
0
-100%
减持
LQD
ISHARES TR
-$124.2K
18
-98%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$121.9K
2,153
+13356%
减持
IWB
ISHARES TR
-$121.8K
232
-65%
增持
UNH
UNITEDHEALTH GROUP INC
+$114.6K
508
+505%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$109.1K
500
+987%
增持
TSLA
TESLA INC
+$104.7K
1,152
+14%
增持
TQQQ
PROSHARES TR
+$103.0K
1,255
+6175%
建仓
RAVI
FLEXSHARES TR
+$101.4K
1,343
减持
MSFT
MICROSOFT CORP
+$100.1K
1,045
-7%
增持
EIPX
FIRST TR EXCHANGE-TRADED FD
+$98.6K
16,274
+33%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$96.4K
23,292
-8%
减持
JAAA
JANUS DETROIT STR TR
-$93.5K
350
-84%
增持
—
MACKENZIE RLTY CAP INC
-$91.7K
125,366
+7%
减持
NKE
NIKE INC
-$86.5K
38
-97%
清仓
SCHG
SCHWAB STRATEGIC TR
-$78.2K
0
-100%
清仓
AJUL
INNOVATOR ETFS TRUST
-$77.5K
0
-100%
清仓
CPSJ
CALAMOS ETF TR
-$77.4K
0
-100%
增持
IEMG
ISHARES INC
+$76.6K
1,653
+295%
减持
IJH
ISHARES TR
-$72.4K
4,621
-25%
减持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
-$64.5K
27,091
-8%
建仓
UPRO
PROSHARES TR
+$64.0K
700
清仓
—
AMPLIFY ETF TR
-$63.1K
0
-100%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$62.4K
2,129
+17%
清仓
PFF
ISHARES TR
-$59.8K
0
-100%
建仓
—
CANTOR EQUITY PARTNERS INC
+$59.7K
2,148
增持
AVGO
BROADCOM INC
+$56.7K
510
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$55.6K
396
+64%
增持
CLS
CELESTICA INC
+$55.1K
494
+76%
建仓
ITEQ
AMPLIFY ETF TR
+$53.9K
953
增持
SPMD
SPDR SERIES TRUST
+$53.6K
1,017
+3078%
建仓
CPRO
CALAMOS ETF TR
+$50.4K
2,020
增持
DSMC
ETF SER SOLUTIONS
+$48.9K
9,232
+16%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$48.5K
0
-100%
清仓
HYDB
ISHARES TR
-$47.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$46.5K
678
-30%
清仓
MSIF
MSC INCOME FUND INC
-$46.0K
0
-100%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$45.1K
669
-57%
清仓
TFI
SPDR SER TR
-$44.2K
0
-100%
建仓
PULS
PGIM ETF TR
+$44.2K
888
增持
META
META PLATFORMS INC
+$44.1K
158
+25%
清仓
ITOT
ISHARES TR
-$43.9K
0
-100%
清仓
DEW
WISDOMTREE TR
-$43.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$42.8K
50
-95%
清仓
QLTA
ISHARES TR
-$38.2K
0
-100%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$37.1K
0
-100%
减持
IJR
ISHARES TR
-$37.0K
1,323
-24%
清仓
DBEF
DBX ETF TR
-$36.6K
0
-100%
建仓
SCIO
FIRST TR EXCHANGE-TRADED FD
+$35.4K
1,713
减持
—
SITIO ROYALTIES CORP
-$34.6K
3,760
-28%
清仓
PSEP
INNOVATOR ETFS TRUST
-$34.0K
0
-100%
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$33.8K
22,217
-2%
减持
COWZ
PACER FDS TR
-$33.3K
2,578
-19%
增持
SPYM
SPDR SERIES TRUST
+$33.2K
729
+143%
减持
ICOW
PACER FDS TR
-$32.8K
4,177
-25%
清仓
GNMA
ISHARES TR
-$32.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.8K
281
-11%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$30.7K
0
-100%
清仓
IGRO
ISHARES TR
-$30.0K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$29.5K
2,370
-15%
减持
CAPE
DOUBLELINE ETF TRUST
-$28.7K
3,178
-26%
减持
—
FLEX LNG LTD
-$28.0K
8,470
-9%
减持
PYPL
PAYPAL HLDGS INC
-$27.9K
12
-97%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET
+$26.8K
82,004
-1%
增持
DSTL
ETF SER SOLUTIONS
+$26.8K
5,407
+8%
减持
CALF
PACER FDS TR
-$26.3K
2,822
-24%
增持
COST
COSTCO WHSL CORP NEW
+$25.3K
423
+2%
增持
USB
US BANCORP DEL
+$25.3K
1,382
+57%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$23.8K
932
-24%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$23.8K
421
-2%
增持
SOFI
SOFI TECHNOLOGIES INC
+$22.8K
3,324
+2%
清仓
—
BLACKROCK HEALTH SCIENCES TE
-$22.4K
0
-100%
清仓
FNDC
SCHWAB STRATEGIC TR
-$21.7K
0
-100%
建仓
XBMEX
BLACKROCK HEALTH SCIENCES TE
+$21.7K
1,522
减持
WMT
WALMART INC
-$21.3K
505
-37%
清仓
FNDF
SCHWAB STRATEGIC TR
-$20.5K
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$20.4K
94
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$20.3K
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$20.2K
0
-100%
清仓
EDIV
SPDR INDEX SHS FDS
-$20.1K
0
-100%
减持
OKE
ONEOK INC NEW
-$19.4K
745
-8%
减持
GOVT
ISHARES TR
-$19.3K
224
-79%
清仓
FLTR
VANECK ETF TRUST
-$19.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$18.7K
190
+40%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$18.7K
147
+48%
减持
TGT
TARGET CORP
-$18.6K
142
-54%
减持
CVS
CVS HEALTH CORP
-$18.5K
28
-91%
减持
SPDW
SPDR INDEX SHS FDS
+$17.3K
5,088
-2%
减持
—
EATON CORP PLC
+$17.1K
249
-6%
