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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 87
减持 33
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
STEX
STREAMEX CORP
-$13.6M
7,038,951
-1%
减持
ORCL
ORACLE CORP
-$4.4M
526
-98%
减持
ICSH
ISHARES TR
-$4.4M
102,539
-46%
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
XXV
SIMPLIFY EXCHANGE TRADED FUN
+$3.4M
895,642
+35%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$2.6M
3,587
-95%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.1M
9,075
+2146%
增持
WDC
WESTERN DIGITAL CORP
+$2.0M
7,383
+105371%
建仓
ALOY
REALLOYS INC
+$1.9M
198,687
建仓
SNDK
SANDISK CORP
+$1.6M
2,456
减持
FSK
FS KKR CAP CORP
-$1.5M
150,777
-27%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$1.3M
75,405
建仓
—
WORLD GOLD TR
+$1.2M
13,194
减持
QLD
PROSHARES TR
-$1.2M
1,252
-93%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.1M
27,575
-62%
减持
SSO
PROSHARES TR
-$1.1M
77
-100%
减持
CBOA
CALAMOS ETF TR
-$1.1M
3,159
-93%
增持
ECC
EAGLE POINT CREDIT COMPANY I
-$1.1M
575,559
+2%
建仓
FGD
FIRST TR EXCHANGE-TRADED FD
+$933.6K
29,238
增持
BIL
SPDR SERIES TRUST
+$926.5K
69,577
+17%
增持
SLV
ISHARES SILVER TR
+$924.7K
13,762
+6679%
减持
YGLD
SIMPLIFY EXCHANGE TRADED FUN
-$871.0K
53,320
-26%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$857.8K
33,023
+116%
减持
NEOV
NEOVOLTA INC
-$832.9K
5,325,024
-6%
增持
ETHU
VOLATILITY SHS TR
-$822.8K
25,992
+1%
减持
RAVI
FLEXSHARES TR
-$791.9K
5,888
-64%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$774.7K
70,540
+97%
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$770.1K
25,860
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$660.6K
62,022
+76%
减持
CION
CION INVT CORP
-$657.9K
208,062
-3%
增持
BITO
PROSHARES TR
-$602.6K
261,051
+5%
减持
GBIL
GOLDMAN SACHS ETF TR
-$591.0K
18,515
-24%
增持
AGG
ISHARES TR
+$545.6K
10,111
+120%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$522.6K
33,709
-17%
增持
VNOM
VIPER ENERGY INC
+$516.2K
45,585
+8%
增持
IVV
ISHARES TR
+$488.0K
2,278
+56%
增持
FIP
FTAI INFRASTRUCTURE INC
+$482.7K
128,589
+289%
减持
PULS
PGIM ETF TR
-$469.8K
6,218
-60%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$468.7K
18,381
+83450%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$465.5K
24,528
+61%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$348.0K
179,513
+8%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$339.2K
254,584
+6%
建仓
AGQ
PROSHARES TR II
+$331.8K
2,776
增持
BND
VANGUARD BD INDEX FDS
+$317.5K
6,595
+191%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$293.6K
13,596
+85%
减持
QIS
SIMPLIFY EXCHANGE TRADED FUN
-$275.6K
301
-98%
增持
IJH
ISHARES TR
+$272.5K
8,731
+82%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$259.4K
99,905
-2%
建仓
SCHF
SCHWAB STRATEGIC TR
+$259.3K
10,476
建仓
XRPZ
FRANKLIN XRP TRUST
+$254.3K
17,433
增持
—
PROSHARES TR
-$250.5K
64,170
+19%
建仓
HIMS
HIMS & HERS HEALTH INC
+$236.6K
11,399
减持
DGRW
WISDOMTREE TR
-$235.5K
26,399
-8%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$232.2K
42,233
-17%
增持
FLRT
PACER FDS TR
+$231.3K
33,367
+20%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$228.4K
717
+106%
减持
AMZN
AMAZON COM INC
-$225.6K
5,379
-8%
减持
—
EXXON MOBIL CORP
-$218.0K
625
-77%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$204.8K
7,557
+12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$203.8K
1,072
+10620%
增持
VTV
VANGUARD INDEX FDS
+$193.2K
4,854
+22%
减持
VUG
VANGUARD INDEX FDS
-$188.0K
1,781
-10%
增持
BALT
INNOVATOR ETFS TRUST
+$182.0K
8,460
+180%
建仓
BFRZ
INNOVATOR ETFS TRUST
+$174.0K
6,601
增持
VEA
VANGUARD TAX-MANAGED FDS
+$169.1K
5,871
+77%
建仓
ACYN
FIRST TR EXCHANGE-TRADED FD
+$168.1K
8,249
建仓
AVAV
AEROVIRONMENT INC
+$160.5K
877
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$160.4K
200,973
+2%
增持
TLT
ISHARES TR
+$158.8K
1,871
+4697%
增持
VXUS
VANGUARD STAR FDS
+$158.5K
3,083
+194%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$157.0K
13,042
+138%
增持
IJR
ISHARES TR
+$151.4K
2,556
+85%
增持
TSLA
TESLA INC
+$147.7K
2,010
+51%
增持
VLUE
ISHARES TR
+$142.6K
1,009
+16717%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$141.0K
4,666
建仓
BIZD
VANECK ETF TRUST
+$138.4K
10,814
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$137.0K
37,939
+8%
增持
SHV
ISHARES TR
+$136.3K
11,114
+12%
增持
VOO
VANGUARD INDEX FDS
+$134.8K
319
+258%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$133.9K
4,103
+151%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$131.9K
2,891
建仓
SGOV
ISHARES TR
+$126.8K
1,260
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$119.7K
35,060
+11%
增持
COST
COSTCO WHOLESALE CORPORATION
+$119.3K
555
+10%
增持
RSBA
TIDAL TRUST II
+$115.1K
62,532
+10%
增持
MSFT
MICROSOFT CORP
-$113.7K
1,454
+8%
增持
ASTS
AST SPACEMOBILE INC
+$108.0K
1,330
+4190%
增持
IEF
ISHARES TR
+$106.8K
20,374
+7%
减持
GOOG
ALPHABET INC
-$106.5K
1,028
-20%
增持
VTI
VANGUARD INDEX FDS
+$103.2K
3,318
+16%
建仓
IQLT
ISHARES TR
+$99.3K
2,149
增持
VOE
VANGUARD INDEX FDS
+$98.4K
2,280
+26%
增持
AAPL
APPLE INC
-$95.0K
5,490
+0%
建仓
ZALT
INNOVATOR ETFS TRUST
+$94.4K
2,909
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$94.4K
42,652
+6%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$94.2K
753
增持
IWR
ISHARES TR
+$93.1K
2,205
+75%
增持
MU
MICRON TECHNOLOGY INC
+$87.4K
572
+54%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$87.1K
779
+38850%
增持
IWM
ISHARES TR
+$85.3K
984
+53%
减持
QPX
ADVISORSHARES TR
-$84.6K
17,280
-6%
增持
MSIF
MSC INCOME FUND INC
-$83.1K
138,174
+3%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$79.8K
24,693
-1%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$78.6K
15,589
+6%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$78.5K
24,666
+17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$78.2K
463
-22%
增持
WEC
WEC ENERGY GROUP INC
+$74.4K
6,740
+1%
增持
MSTR
STRATEGY INC
+$70.4K
2,303
+61%
增持
SIL
GLOBAL X FDS
+$68.2K
1,236
+140%
建仓
UJAN
INNOVATOR ETFS TRUST
+$68.1K
1,602
增持
PPLT
ABRDN PLATINUM ETF TRUST
+$66.0K
475
+375%
增持
PYLD
PIMCO ETF TR
+$65.5K
4,099
+161%
增持
SCHB
SCHWAB STRATEGIC TR
+$64.2K
4,762
+126%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$61.8K
2,849
+705%
减持
UNH
UNITEDHEALTH GROUP INC
-$61.8K
691
-8%
增持
—
FLEX LNG LTD
+$61.6K
8,610
+11%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$61.5K
161,426
+0%
建仓
COPX
GLOBAL X FDS
+$61.0K
799
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$59.8K
2,166
+141%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$59.8K
256
-53%
增持
QQQ
INVESCO QQQ TR
+$58.4K
1,306
+15%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$56.1K
26,692
+13%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$54.4K
838
+11%
增持
FMB
FIRST TR EXCH TRADED FD III
+$53.6K
1,374
+339%
增持
MGK
VANGUARD WORLD FD
-$53.2K
3,058
+7%
减持
GLD
SPDR GOLD TR
+$52.8K
2,439
-3%
增持
VRT
VERTIV HOLDINGS CO
+$49.5K
422
+22%
减持
SOFI
SOFI TECHNOLOGIES INC
-$49.2K
3,002
-19%
建仓
VTEB
VANGUARD MUN BD FDS
+$48.9K
980
增持
DFIV
DIMENSIONAL ETF TRUST
+$48.3K
916
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$47.7K
1,275
+302%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$47.3K
2,666
+801%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$47.1K
13,049
+18%
清仓
CIVI
CIVITAS RESOURCES INC
-$47.1K
0
-100%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$46.8K
923
增持
MGV
VANGUARD WORLD FD
+$45.0K
6,743
+2%
建仓
MUB
ISHARES TR
+$45.0K
424
增持
INTU
INTUIT
-$44.9K
267
+10%
增持
VO
VANGUARD INDEX FDS
+$44.5K
160
+3100%
建仓
HYMC
HYCROFT MINING HOLDING CORP
+$43.6K
1,240
建仓
SDCI
USCF ETF TR
+$41.3K
1,516
减持
FTXL
FIRST TR EXCHANGE TRADED FD
-$38.4K
7,676
-15%
增持
IGIB
ISHARES TR
+$37.8K
972
+277%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$37.4K
9,929
-8%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$37.3K
1,419
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$36.5K
32,213
+6%
增持
SHYG
ISHARES TR
+$33.1K
1,204
+190%
增持
IVLU
ISHARES TR
+$31.8K
877
+1024%
清仓
XBI
SPDR SERIES TRUST
-$31.7K
0
-100%
增持
WMT
WALMART INC
+$31.5K
1,389
+10%
增持
LOW
LOWES COS INC
+$31.4K
195
+220%
