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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 29
增持 75
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
NEOV
NEOVOLTA INC
+$9.5M
5,499,261
+20%
增持
ORCL
ORACLE CORP
+$6.4M
23,176
+4601%
增持
STEX
STREAMEX CORP
-$5.4M
7,537,967
+10%
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。
减持
BITO
PROSHARES TR
-$5.2M
296,446
-42%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$5.0M
75,599
-73%
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$4.3M
81,359
建仓
YGLD
SIMPLIFY EXCHANGE TRADED FUN
+$4.0M
97,836
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.8M
180,112
+164%
减持
USG
USCF ETF TR
-$3.7M
1,423
-99%
增持
CION
CION INVT CORP
+$3.3M
360,943
+4581%
建仓
VNOM
VIPER ENERGY INC
+$3.3M
85,941
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.2M
62,589
+540%
减持
SPY
SPDR S&P 500 ETF TR
-$3.0M
187
-96%
减持
ETHU
VOLATILITY SHS TR
-$2.7M
23,420
-77%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$2.5M
83,004
-54%
建仓
QMMY
FIRST TR EXCHNG TRADED FD VI
+$2.1M
86,415
建仓
MSIF
MSC INCOME FUND INC
+$1.8M
140,820
增持
ECC
EAGLE POINT CREDIT COMPANY I
+$1.8M
853,592
+68%
增持
GDX
VANECK ETF TRUST
+$1.5M
19,956
+6552%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$1.3M
43,143
+1576%
建仓
RSBA
TIDAL TRUST II
+$1.2M
55,710
增持
GLD
SPDR GOLD TR
+$1.2M
3,485
+1734%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$1.1M
107,885
-34%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$930.2K
16,996
建仓
QCJL
FIRST TR EXCHNG TRADED FD VI
+$879.0K
37,751
增持
GBIL
GOLDMAN SACHS ETF TR
+$799.9K
30,824
+35%
增持
FSK
FS KKR CAP CORP
+$791.4K
287,065
+70%
减持
BIL
SPDR SERIES TRUST
-$740.9K
75,756
-10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$678.8K
11,378
+1046%
增持
RAVI
FLEXSHARES TR
+$606.0K
9,353
+596%
增持
SHV
ISHARES TR
+$481.1K
13,212
+49%
减持
SSO
PROSHARES TR
-$454.3K
11,060
-36%
建仓
AOA
ISHARES TR
+$404.1K
4,585
增持
PULS
PGIM ETF TR
+$403.2K
8,978
+911%
减持
QLD
PROSHARES TR
-$401.5K
10,996
-32%
建仓
QQQ
INVESCO QQQ TR
+$397.5K
662
清仓
SVXY
PROSHARES TR II
-$375.7K
0
-100%
增持
IEF
ISHARES TR
+$369.9K
18,130
+26%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$366.5K
25,704
+18%
增持
IVV
ISHARES TR
+$358.3K
2,229
+22%
增持
MSTR
STRATEGY INC
-$342.4K
7,482
+10%
增持
ICSH
ISHARES TR
+$322.5K
105,164
+6%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$318.9K
48,489
+17%
增持
DGRW
WISDOMTREE TR
+$310.3K
17,596
+17%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$265.4K
111,970
+5%
减持
—
TRANE TECHNOLOGIES PLC
-$229.5K
107
-83%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$228.2K
74,616
+4%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$220.9K
36,947
-11%
减持
—
TIDAL TRUST II
-$212.3K
3,924
-67%
清仓
—
INVESCO QQQ TR
-$188.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$187.8K
645
+130%
增持
NVDA
NVIDIA CORPORATION
+$183.5K
5,939
+1%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$170.0K
42,929
-9%
建仓
RSST
TIDAL TRUST II
+$169.6K
6,408
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$155.2K
6,180
+14%
增持
FTXL
FIRST TR EXCHANGE TRADED FD
+$151.3K
5,295
+15%
建仓
IVE
ISHARES TR
+$150.3K
728
增持
FLRT
PACER FDS TR
+$144.9K
32,845
+11%
减持
CBOA
CALAMOS ETF TR
-$135.4K
49,255
-11%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$133.4K
23,506
+5%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$121.5K
4,252
+13%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$118.1K
30,877
+12%
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$116.6K
82,886
+4%
增持
GOOGL
ALPHABET INC
+$114.6K
1,112
+26%
增持
SPYM
SPDR SERIES TRUST
+$112.9K
2,117
+190%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$108.4K
25,407
+9%
建仓
BDVL
BLACKROCK ETF TRUST
+$102.8K
4,111
增持
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$98.4K
9,866
+61%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$91.1K
25,841
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$90.5K
721
+42%
减持
SGOV
ISHARES TR
-$90.3K
2,489
-26%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$90.1K
31,415
+10%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$89.4K
9,332
+14%
减持
AAPL
APPLE INC
+$84.9K
4,023
-12%
清仓
—
MACKENZIE RLTY CAP INC
-$84.0K
0
-100%
增持
MGV
VANGUARD WORLD FD
+$81.7K
3,803
+13%
建仓
VXUS
VANGUARD STAR FDS
+$77.1K
1,050
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$76.7K
108
-91%
增持
DEA
EASTERLY GOVT PPTYS INC
+$75.8K
23,582
+13%
增持
AMZN
AMAZON COM INC
+$72.5K
4,447
+8%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$71.9K
37,477
+4%
清仓
—
SITIO ROYALTIES CORP
-$69.1K
0
-100%
增持
BALT
INNOVATOR ETFS TRUST
+$65.4K
4,421
+78%
增持
EIPX
FIRST TR EXCHANGE-TRADED FD
+$61.7K
18,300
+12%
建仓
MKZR
MACKENZIE RLTY CAP INC
+$60.0K
12,189
清仓
—
CANTOR EQUITY PARTNERS INC
-$59.7K
0
-100%
建仓
ITA
ISHARES TR
+$58.2K
278
减持
CBXJ
CALAMOS ETF TR
-$57.0K
3,248
-41%
减持
VTI
VANGUARD INDEX FDS
-$52.3K
3,127
-12%
减持
TSLA
TESLA INC
+$50.8K
937
-19%
建仓
REAX
THE REAL BROKERAGE INC
+$49.5K
11,850
减持
QPX
ADVISORSHARES TR
-$48.0K
16,156
-16%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$45.8K
12,901
+7%
增持
IJH
ISHARES TR
+$45.4K
5,087
+10%
清仓
IR
INGERSOLL RAND INC
-$45.2K
0
-100%
增持
—
FLEX LNG LTD
+$43.3K
9,105
+7%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$42.9K
2,490
+17%
增持
SLYG
SPDR SERIES TRUST
+$40.2K
598
+227%
减持
AGG
ISHARES TR
-$40.0K
4,045
-10%
减持
DSMC
ETF SER SOLUTIONS
-$39.8K
7,258
-21%
减持
DSTL
ETF SER SOLUTIONS
-$38.7K
4,496
-17%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$38.0K
878
+6171%
增持
SOFI
SOFI TECHNOLOGIES INC
+$37.3K
3,702
+11%
减持
VTV
VANGUARD INDEX FDS
-$36.5K
447
-34%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$35.9K
28,731
+6%
增持
AVGO
BROADCOM INC
+$35.7K
534
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$35.6K
469
+11%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$35.3K
441
增持
GOVT
ISHARES TR
+$34.3K
1,708
+663%
增持
MPWR
MONOLITHIC PWR SYS INC
+$34.3K
42
+600%
增持
IEMG
ISHARES INC
+$33.0K
2,006
+21%
增持
MU
MICRON TECHNOLOGY INC
+$32.5K
352
+64%
增持
MSFT
MICROSOFT CORP
+$31.3K
1,064
+2%
增持
APA
APA CORPORATION
+$31.1K
4,627
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$31.0K
88
+214%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$29.7K
106
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$28.6K
550
增持
UPRO
PROSHARES TR
+$28.3K
828
+18%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$28.2K
1,283
+85%
建仓
MINT
PIMCO ETF TR
+$28.0K
278
增持
EWJ
ISHARES INC
+$27.3K
495
+198%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$27.2K
609
+746%
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$26.6K
2,162
增持
SIL
GLOBAL X FDS
+$25.8K
587
+74%
减持
IWR
ISHARES TR
-$25.5K
126
-69%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$24.9K
833
-11%
减持
NFLX
NETFLIX INC
-$24.4K
5
-78%
清仓
MDYG
SPDR SERIES TRUST
-$23.7K
0
-100%
减持
GOOG
ALPHABET INC
+$23.4K
756
-17%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$23.2K
307
清仓
IWM
ISHARES TR
-$23.1K
0
-100%
清仓
DGRO
ISHARES TR
-$22.6K
0
-100%
建仓
QAI
NEW YORK LIFE INVESTMENTS ET
+$22.5K
670
建仓
XEVVX
EATON VANCE LIMITED DURATION
+$21.9K
2,154
减持
HCA
HCA HEALTHCARE INC
-$21.4K
98
-41%
减持
CLS
CELESTICA INC
-$21.2K
227
-54%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TE
-$21.1K
45
-97%
建仓
XSD
SPDR SERIES TRUST
+$20.7K
65
增持
NXDT
NEXPOINT DIVERSIFIED REL ET
-$20.7K
87,507
+7%
建仓
PCEF
INVESCO EXCH TRADED FD TR II
+$20.5K
1,027
增持
NREF
NEXPOINT REAL ESTATE FIN INC
+$20.3K
3,156
+78%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$20.2K
556
清仓
IAGG
ISHARES TR
-$20.1K
0
-100%
减持
USB
US BANCORP DEL
-$19.9K
882
-36%
增持
PRPL
PURPLE INNOVATION INC
+$19.9K
43,620
+52%
建仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$19.7K
1,450
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$19.4K
143
-26%
增持
COST
COSTCO WHSL CORP NEW
+$18.2K
472
+12%
清仓
DON
WISDOMTREE TR
-$17.8K
0
-100%
增持
SPUU
DIREXION SHS ETF TR
+$16.8K
513
+6%
