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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 21
增持 75
减持 47
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
STEX
STREAMEX CORP
-$21.9M
7,110,033
-6%
建仓
XXV
SIMPLIFY EXCHANGE TRADED FUN
+$16.8M
662,452
增持
NEOV
NEOVOLTA INC
-$7.3M
5,669,083
+3%
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
ICSH
ISHARES TR
+$4.3M
189,695
+80%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$3.7M
240,409
+115%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$3.6M
11,620
-86%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$3.2M
160,801
+116%
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$2.8M
196,128
+137%
减持
BITO
PROSHARES TR
-$2.8M
249,424
-16%
减持
ECC
EAGLE POINT CREDIT COMPANY I
-$2.4M
563,306
-34%
减持
MSTR
STRATEGY INC
-$2.2M
1,428
-81%
减持
ORCL
ORACLE CORP
-$2.0M
23,130
-0%
减持
QMMY
FIRST TR EXCHNG TRADED FD VI
-$1.8M
12,343
-86%
减持
VNOM
VIPER ENERGY INC
-$1.7M
42,088
-51%
增持
ETHU
VOLATILITY SHS TR
-$1.6M
25,662
+10%
减持
BIL
SPDR SERIES TRUST
-$1.5M
59,637
-21%
减持
CION
CION INVT CORP
-$1.3M
215,209
-40%
减持
FSK
FS KKR CAP CORP
-$1.2M
206,947
-28%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
40,654
+58%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$1.1M
7,907
-82%
增持
DGRW
WISDOMTREE TR
+$989.0K
28,563
+62%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$971.0K
76,723
+58%
减持
YGLD
SIMPLIFY EXCHANGE TRADED FUN
-$954.1K
72,011
-26%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$920.4K
175
-99%
增持
VUG
VANGUARD INDEX FDS
+$908.4K
1,980
+1550%
增持
MGK
VANGUARD WORLD FD
+$870.2K
2,851
+274%
减持
QCJL
FIRST TR EXCHNG TRADED FD VI
-$839.1K
1,680
-96%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$783.1K
50,805
-39%
增持
WEC
WEC ENERGY GROUP INC
+$698.7K
6,693
+10695%
增持
VTV
VANGUARD INDEX FDS
+$675.8K
3,975
+789%
减持
GBIL
GOLDMAN SACHS ETF TR
-$643.5K
24,475
-21%
增持
FTXL
FIRST TR EXCHANGE TRADED FD
+$578.2K
9,035
+71%
建仓
ESGU
ISHARES TR
+$567.5K
3,809
减持
GDX
VANECK ETF TRUST
-$548.5K
11,381
-43%
增持
RAVI
FLEXSHARES TR
+$528.5K
16,398
+75%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$512.4K
15,201
-40%
减持
IVV
ISHARES TR
-$491.5K
1,460
-34%
建仓
—
PROSHARES TR
+$487.3K
53,845
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$465.1K
10,807
+75%
增持
AAPL
APPLE INC
+$463.9K
5,475
+36%
增持
MGV
VANGUARD WORLD FD
+$408.5K
6,605
+74%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$389.0K
6,740
+59%
增持
AMZN
AMAZON COM INC
+$369.5K
5,831
+31%
减持
SHV
ISHARES TR
-$369.2K
9,901
-25%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$346.4K
14,776
+58%
减持
AOA
ISHARES TR
-$343.8K
674
-85%
增持
EIPX
FIRST TR EXCHANGE-TRADED FD
+$333.8K
30,737
+68%
增持
PULS
PGIM ETF TR
+$330.2K
15,680
+75%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$305.2K
166,789
-7%
增持
NVDA
NVIDIA CORPORATION
+$298.7K
7,543
+27%
增持
QQQ
INVESCO QQQ TR
+$298.0K
1,132
+71%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$292.3K
57,690
-8%
增持
VOE
VANGUARD INDEX FDS
+$272.7K
1,814
+546%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$267.0K
31,625
-16%
增持
QLD
PROSHARES TR
-$258.5K
17,756
+61%
增持
VOT
VANGUARD INDEX FDS
+$251.7K
947
+2102%
清仓
SGOV
ISHARES TR
-$250.6K
0
-100%
减持
FLRT
PACER FDS TR
-$242.6K
27,875
-15%
减持
GLD
SPDR GOLD TR
-$242.1K
2,515
-28%
建仓
FSSL
FS SPECIALTY LENDING FD
+$239.9K
16,967
增持
GOOG
ALPHABET INC
+$217.2K
1,279
+69%
增持
VBR
VANGUARD INDEX FDS
+$210.1K
1,072
+1223%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$191.1K
11,047
-3%
增持
TSLA
TESLA INC
+$182.8K
1,333
+42%
增持
VB
VANGUARD INDEX FDS
+$172.4K
684
+4175%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$166.9K
829
-67%
增持
GOOGL
ALPHABET INC
+$163.5K
1,386
+25%
建仓
IWM
ISHARES TR
+$158.8K
645
减持
QIS
SIMPLIFY EXCHANGE TRADED FUN
-$156.5K
18,819
-17%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$150.0K
102,049
-5%
建仓
VOX
VANGUARD WORLD FD
+$147.9K
764
建仓
ESGD
ISHARES TR
+$147.6K
1,552
建仓
BSV
VANGUARD BD INDEX FDS
+$137.4K
1,744
减持
CBOA
CALAMOS ETF TR
-$137.2K
45,712
-7%
增持
SSO
PROSHARES TR
-$131.3K
19,144
+73%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$130.0K
24,957
+6%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$129.3K
8,622
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$127.6K
40,416
-6%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$125.8K
35,214
+14%
增持
QPX
ADVISORSHARES TR
+$122.2K
18,336
+13%
增持
PWR
QUANTA SVCS INC
+$121.5K
385
+289%
减持
DEA
EASTERLY GOVT PPTYS INC
-$121.2K
19,800
-16%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$118.9K
3,805
+197%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$116.3K
5,480
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$115.0K
21,148
-18%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$114.6K
15,275
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$112.8K
348
+86%
增持
JPM
JPMORGAN CHASE & CO.
+$111.8K
727
+87%
增持
IWR
ISHARES TR
+$109.1K
1,260
+900%
减持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
-$108.0K
23,529
-18%
减持
TQQQ
PROSHARES TR
-$104.5K
40
-96%
清仓
BDVL
BLACKROCK ETF TRUST
-$102.8K
0
-100%
增持
LLY
ELI LILLY & CO
+$101.1K
99
+1314%
增持
MSFT
MICROSOFT CORP
+$100.8K
1,348
+27%
增持
AVGO
BROADCOM INC
+$100.0K
798
+49%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$99.3K
35,739
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$99.2K
3,316
+84%
增持
MTUM
ISHARES TR
+$99.0K
499
+394%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$98.1K
35,195
-5%
增持
VBK
VANGUARD INDEX FDS
+$98.0K
357
+982%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$97.8K
753
+61%
增持
USIG
ISHARES TR
+$92.8K
1,894
+1775%
增持
CTAS
CINTAS CORP
+$92.6K
728
+237%
清仓
UPRO
PROSHARES TR
-$92.3K
0
-100%
建仓
CMF
ISHARES TR
+$92.1K
1,602
增持
DIS
DISNEY WALT CO
+$92.0K
1,224
+196%
增持
WMT
WALMART INC
+$90.0K
1,267
+155%
建仓
EAGG
ISHARES TR
+$89.8K
1,877
增持
IEF
ISHARES TR
+$88.9K
19,111
+5%
建仓
VOTE
TCW ETF TRUST
+$86.6K
1,080
增持
INTU
INTUIT
+$86.6K
242
+124%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$83.3K
72,345
-4%
建仓
IEI
ISHARES TR
+$83.3K
698
减持
MSIF
MSC INCOME FUND INC
-$82.9K
134,407
-5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$82.0K
2,090
+444%
建仓
VCR
VANGUARD WORLD FD
+$80.8K
205
建仓
BLV
VANGUARD BD INDEX FDS
+$80.4K
1,156
减持
SPYM
SPDR SERIES TRUST
-$77.5K
1,102
-48%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$72.6K
1,634
+479%
增持
OXLC
OXFORD LANE CAP CORP
+$70.9K
4,970
+4377%
增持
IDCC
INTERDIGITAL INC
+$69.9K
224
+5500%
减持
IEMG
ISHARES INC
-$68.6K
947
-53%
建仓
—
GRAYSCALE COINDESK CRYPTO
+$67.6K
1,636
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$66.0K
2
-100%
增持
GOVT
ISHARES TR
+$65.2K
4,545
+166%
减持
VTI
VANGUARD INDEX FDS
-$64.8K
2,867
-8%
增持
MCD
MCDONALDS CORP
+$62.6K
335
+156%
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$61.7K
30,521
+6%
增持
—
EXXON MOBIL CORP
+$60.0K
2,693
+15%
清仓
ITA
ISHARES TR
-$58.2K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$56.2K
347
减持
SPMD
SPDR SERIES TRUST
-$54.8K
16
-98%
清仓
—
TIDAL TRUST II
-$54.8K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$54.7K
547
-34%
增持
SCHB
SCHWAB STRATEGIC TR
+$54.3K
2,110
+4807%
清仓
CPRO
CALAMOS ETF TR
-$53.9K
0
-100%
增持
TJX
TJX COS INC NEW
+$53.8K
591
+131%
增持
AGG
ISHARES TR
+$52.6K
4,587
+13%
建仓
SYF
SYNCHRONY FINANCIAL
+$48.9K
586
建仓
SUSC
ISHARES TR
+$48.9K
2,090
增持
WFC
WELLS FARGO CO NEW
+$47.6K
528
+2679%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$47.5K
7,349
+16%
增持
—
TRANE TECHNOLOGIES PLC
+$47.5K
238
+122%
增持
MU
MICRON TECHNOLOGY INC
+$47.0K
371
+5%
增持
CFG
CITIZENS FINL GROUP INC
+$45.7K
1,844
+58%
增持
SFM
SPROUTS FMRS MKT INC
+$45.0K
600
+2208%
建仓
IYJ
ISHARES TR
+$44.5K
300
减持
BALT
INNOVATOR ETFS TRUST
-$44.0K
3,018
-32%
清仓
BCE
BCE INC
-$43.9K
0
-100%
增持
C
CITIGROUP INC
+$43.8K
766
+71%
