小隐寺数据中心API 小隐寺主站

Legacy Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Legacy Wealth Partners, LLC

报告期 2026-03-31 · CIK 0002066638

持仓数

176

前50大市值合计

$335.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AGG ISHARES TR

CORE US AGGBD ET

$47.8M

481,289

14.2%

IVV ISHARES TR

CORE S&P500 ETF

$45.3M

69,296

13.5%

IEFA ISHARES TR

CORE MSCI EAFE

$24.8M

273,493

7.4%

SGOV ISHARES TR

0-3 MNTH TREASRY

$23.6M

234,767

7.0%

VTV VANGUARD INDEX FDS

VALUE ETF

$22.8M

116,322

6.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$13.6M

22,839

4.1%

VB VANGUARD INDEX FDS

SMALL CP ETF

$10.2M

39,004

3.0%

IUSB ISHARES TR

CORE UNIVRSL USD

$10.1M

218,024

3.0%

VO VANGUARD INDEX FDS

MID CAP ETF

$9.8M

34,178

2.9%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$8.7M

135,254

2.6%

NVDA NVIDIA CORPORATION

COM

$7.8M

44,985

2.3%

HYG ISHARES TR

IBOXX HI YD ETF

$6.8M

85,029

2.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$6.3M

9,685

1.9%

AOR ISHARES TR

CORE 60/40 BALAN

$6.2M

96,261

1.8%

PDBC INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD

$6.1M

353,500

1.8%

EEM ISHARES TR

MSCI EMG MKT ETF

$5.4M

94,911

1.6%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$5.2M

104,005

1.5%

IAGG ISHARES TR

CORE INTL AGGR

$4.8M

95,019

1.4%

AOA ISHARES TR

CORE 80/20 AGGRE

$4.4M

50,120

1.3%

XLSR SSGA ACTIVE TR

STATE STREET US

$4.3M

73,754

1.3%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$4.1M

88,729

1.2%

AAPL APPLE INC

COM

$3.9M

15,209

1.2%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$3.1M

56,620

0.9%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$3.0M

63,295

0.9%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$3.0M

61,403

0.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.9M

11,568

0.9%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$2.7M

33,879

0.8%

FISR SSGA ACTIVE TR

STATE STREET FIX

$2.4M

92,538

0.7%

MSFT MICROSOFT CORP

COM

$2.2M

5,943

0.7%

IEF ISHARES TR

7-10 YR TRSY BD

$2.1M

21,624

0.6%

DXJ WISDOMTREE TR

JAPN HEDGE EQT

$1.9M

11,810

0.6%

USDU WISDOMTREE TR

BLMBG US BULL

$1.9M

71,083

0.6%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$1.8M

30,012

0.5%

SHY ISHARES TR

1 3 YR TREAS BD

$1.8M

21,696

0.5%

EFA ISHARES TR

MSCI EAFE ETF

$1.8M

18,056

0.5%

GLD SPDR GOLD TR

GOLD SHS

$1.7M

4,043

0.5%

XBI SPDR SERIES TRUST

STATE STREET SPD

$1.7M

13,595

0.5%

RPV INVESCO EXCHANGE TRADED FD T

S&P500 PUR VAL

$1.7M

15,650

0.5%

COMT ISHARES U S ETF TR

GSCI CMDTY STGY

$1.7M

49,268

0.5%

GVI ISHARES TR

INTRM GOV CR ETF

$1.6M

15,368

0.5%

EWX SPDR INDEX SHS FDS

STATE STREET SPD

$1.6M

24,793

0.5%

SHV ISHARES TR

TRUST ISHARE 0-1

$1.6M

14,674

0.5%

VXF VANGUARD INDEX FDS

EXTEND MKT ETF

$1.5M

7,493

0.5%

SSO PROSHARES TR

PSHS ULT S&P 500

$1.5M

29,370

0.5%

AOM ISHARES TR

CORE 40/60 MODER

$1.5M

31,035

0.4%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$1.5M

30,191

0.4%

CERY SPDR SERIES TRUST

STATE STRET SPDR

$1.4M

41,034

0.4%

UWM PROSHARES TR

PSHS ULTRUSS2000

$1.4M

29,802

0.4%

AMZN AMAZON COM INC

COM

$1.4M

6,554

0.4%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$1.3M

17,116

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

53%前 6 大占比

AGG14.2%IVV13.5%IEFA7.4%SGOV7.0%VTV6.8%VOO4.1%