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

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 26增持 51减持 46清仓 27

方向

标的

Δ市值

现股数(环比)

增持

SGOV ISHARES TR

+$22.6M

234,767 +2187%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$19.0M

9,685 -74%

增持

VTV VANGUARD INDEX FDS

+$13.5M

116,322 +139%

减持

IVV ISHARES TR

-$9.4M

69,296 -13%

增持

IUSB ISHARES TR

+$8.4M

218,024 +493%

减持

SSO PROSHARES TR

-$8.1M

29,370 -82%

建仓

PDBC INVESCO ACTVELY MNGD ETC FD

+$6.1M

353,500

增持

IAGG ISHARES TR

+$4.3M

95,019 +949%

减持

GLD SPDR GOLD TR

-$3.8M

4,043 -71%

减持

AGG ISHARES TR

-$2.4M

481,289 -4%

清仓

USHY ISHARES TR

-$1.9M

0 -100%

建仓

DXJ WISDOMTREE TR

+$1.9M

11,810

建仓

USDU WISDOMTREE TR

+$1.9M

71,083

建仓

XLE SELECT SECTOR SPDR TR

+$1.8M

30,012

清仓

LVHI LEGG MASON ETF INVT

-$1.7M

0 -100%

建仓

RPV INVESCO EXCHANGE TRADED FD T

+$1.7M

15,650

建仓

COMT ISHARES U S ETF TR

+$1.7M

49,268

清仓

STIP ISHARES TR

-$1.6M

0 -100%

减持

UGL PROSHARES TR II

-$1.6M

4,662 -86%

清仓

AMLP ALPS ETF TR

-$1.6M

0 -100%

清仓

RSP INVESCO EXCHANGE TRADED FD T

-$1.6M

0 -100%

增持

EEM ISHARES TR

+$1.5M

94,911 +34%

清仓

XLI SELECT SECTOR SPDR TR

-$1.5M

0 -100%

清仓

NANR SPDR INDEX SHS FDS

-$1.5M

0 -100%

增持

IEF ISHARES TR

+$1.3M

21,624 +160%

建仓

QQQ INVESCO QQQ TR

+$1.1M

1,986

减持

NVDA NVIDIA CORPORATION

-$1.1M

44,985 -6%

清仓

TSLA TESLA INC

-$1.1M

0 -100%

清仓

QQQM INVESCO EXCH TRADED FD TR II

-$982.4K

0 -100%

减持

MSFT MICROSOFT CORP

-$978.8K

5,943 -10%

建仓

LDUR PIMCO ETF TR

+$910.8K

9,505

建仓

AVSF AMERICAN CENTY ETF TR

+$909.7K

19,437

清仓

OEF ISHARES TR

-$838.2K

0 -100%

减持

IAU ISHARES GOLD TR

-$746.4K

3,196 -75%

增持

FISR SSGA ACTIVE TR

+$711.6K

92,538 +44%

建仓

GSY INVESCO ACTIVELY MANAGED EXC

+$698.5K

13,936

清仓

VONG VANGUARD SCOTTSDALE FDS

-$676.6K

0 -100%

减持

AOR ISHARES TR

-$675.9K

96,261 -9%

增持

CERY SPDR SERIES TRUST

+$640.6K

41,034 +45%

增持

EET PROSHARES TR

+$617.7K

14,842 +91%

减持

AOA ISHARES TR

-$610.6K

50,120 -11%

建仓

SPLB SPDR SERIES TRUST

+$576.9K

25,964

清仓

— JPMORGAN CHASE FINL CO LLC

-$573.7K

0 -100%

增持

VB VANGUARD INDEX FDS

+$565.1K

39,004 +4%

增持

IWM ISHARES TR

+$524.8K

11,568 +21%

建仓

EFG ISHARES TR

+$520.9K

4,677

建仓

LST MANAGED PORTFOLIO SERIES

+$495.8K

12,258

建仓

GOVT ISHARES TR

+$466.1K

20,347

减持

VUG VANGUARD INDEX FDS

-$461.3K

2,651 -20%

增持

VEA VANGUARD TAX-MANAGED FDS

+$453.3K

135,254 +3%

增持

SHY ISHARES TR

+$426.8K

21,696 +32%

建仓

RTX RTX CORPORATION

+$424.2K

2,199

增持

HYG ISHARES TR

+$388.5K

85,029 +8%

减持

BSX BOSTON SCIENTIFIC CORP

-$358.2K

10,933 -0%

增持

IEFA ISHARES TR

+$354.4K

273,493 +0%

建仓

BIL SPDR SERIES TRUST

+$344.6K

3,760

建仓

BLCR BLACKROCK ETF TRUST

+$340.3K

8,287

建仓

IYE ISHARES TR

+$335.4K

5,178

清仓

SPYG SPDR SERIES TRUST

-$335.3K

0 -100%

增持

XYL XYLEM INC

+$334.6K

5,369 +138%

增持

SPDW SPDR INDEX SHS FDS

+$332.3K

88,729 +6%

清仓

SONY SONY GROUP CORP

-$315.5K

0 -100%

建仓

IDEF BLACKROCK ETF TRUST

+$287.6K

8,791

增持

JNK SPDR SERIES TRUST

+$280.2K

6,955 +75%

建仓

GEV GE VERNOVA INC

+$280.2K

321

清仓

QLD PROSHARES TR

-$277.1K

0 -100%

减持

IDEV ISHARES TR

-$273.2K

10,479 -25%

减持

VOT VANGUARD INDEX FDS

-$266.1K

1,312 -39%

建仓

VRIG INVESCO ACTIVELY MANAGED EXC

+$256.3K

10,239

建仓

— TRANE TECHNOLOGIES PLC

+$253.8K

609

清仓

EMB ISHARES TR

-$244.6K

0 -100%

清仓

ORCL ORACLE CORP

-$244.0K

0 -100%

增持

SPEM SPDR INDEX SHS FDS

+$242.5K

63,295 +9%

增持

BSV VANGUARD BD INDEX FDS

+$237.2K

33,879 +10%

减持

SPTL SPDR SERIES TRUST

-$237.0K

26,453 -25%

清仓

ABT ABBOTT LABS

-$236.9K

0 -100%

增持

BNDX VANGUARD CHARLOTTE FDS

+$233.7K

61,403 +9%

建仓

FDX FEDEX CORP

+$232.0K

651

清仓

BAC BANK AMERICA CORP

-$229.2K

0 -100%

清仓

COF CAPITAL ONE FINL CORP

-$225.2K

0 -100%

建仓

HCA HCA HEALTHCARE INC

+$224.8K

475

减持

SPSM SPDR SERIES TRUST

-$224.4K

30,191 -16%

增持

EWX SPDR INDEX SHS FDS

+$223.4K

24,793 +15%

减持

LLY ELI LILLY & CO

-$219.7K

1,224 -2%

清仓

ITA ISHARES TR

-$219.6K

0 -100%

减持

AMZN AMAZON COM INC

-$216.3K

6,554 -4%

清仓

USB US BANCORP DEL

-$213.3K

0 -100%

增持

LMT LOCKHEED MARTIN CORP

+$212.1K

702 +60%

清仓

OTIS OTIS WORLDWIDE CORP

-$206.1K

0 -100%

清仓

IEI ISHARES TR

-$205.3K

0 -100%

建仓

AMAT APPLIED MATLS INC

+$205.1K

600

建仓

PFE PFIZER INC

+$204.4K

7,281

清仓

SUB ISHARES TR

-$204.4K

0 -100%

清仓

INTU INTUIT

-$203.4K

0 -100%

增持

GVI ISHARES TR

+$201.7K

15,368 +15%

清仓

TMO THERMO FISHER SCIENTIFIC INC

-$201.6K

0 -100%

增持

MUB ISHARES TR

+$195.0K

8,100 +30%

增持

VO VANGUARD INDEX FDS

+$189.4K

34,178 +3%

增持

SHV ISHARES TR

+$176.6K

14,674 +12%

减持

DYNF BLACKROCK ETF TRUST

-$174.4K

18,458 -10%

增持

AAPL APPLE INC

-$150.1K

15,209 +3%

减持

IVW ISHARES TR

-$144.6K

8,919 -5%

减持

GOOGL ALPHABET INC

-$134.5K

3,331 -5%

减持

IVE ISHARES TR

-$131.5K

5,740 -9%

减持

XBI SPDR SERIES TRUST

-$129.0K

13,595 -11%

增持

JNJ JOHNSON & JOHNSON

+$127.4K

2,973 +3%

减持

AVGO BROADCOM INC

-$124.2K

3,110 -1%

减持

AOM ISHARES TR

-$120.2K

31,035 -7%

减持

CVX CHEVRON CORPORATION

-$109.2K

1,733 -44%

减持

VTI VANGUARD INDEX FDS

-$109.2K

1,725 -13%

增持

VMBS VANGUARD SCOTTSDALE FDS

+$106.4K

26,648 +10%

增持

BIV VANGUARD BD INDEX FDS

+$105.5K

17,116 +10%

增持

BLV VANGUARD BD INDEX FDS

+$102.1K

17,565 +10%

减持

VTEB VANGUARD MUN BD FDS

-$101.4K

104,005 -1%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$99.2K

56,620 +3%

减持

META META PLATFORMS INC

-$94.9K

1,019 -1%

增持

GWX SPDR INDEX SHS FDS

+$91.8K

19,930 +9%

增持

SPMD SPDR SERIES TRUST

+$89.0K

17,077 +7%

减持

V VISA INC

-$85.2K

1,251 -5%

增持

VOO VANGUARD INDEX FDS

-$84.6K

22,839 +4%

增持

LRCX LAM RESEARCH CORP

+$82.6K

1,691 +4%

减持

EFV ISHARES TR

-$80.9K

12,934 -11%

减持

— EXXON MOBIL CORP

+$78.3K

3,670 -19%

减持

COST COSTCO WHOLESALE CORPORATION

+$75.4K

768 -4%

减持

CTAS CINTAS CORP

-$74.5K

2,335 -6%

增持

KLAC KLA CORP

+$69.9K

210 +7%

减持

TLH ISHARES TR

-$69.2K

5,062 -11%

增持

IEMG ISHARES INC

+$67.1K

18,349 +2%

减持

GBIL GOLDMAN SACHS ETF TR

-$65.9K

7,377 -8%

增持

JPM JPMORGAN CHASE & CO

-$64.5K

3,150 +2%

减持

MA MASTERCARD INCORPORATED

-$60.8K

678 -3%

减持

IYW ISHARES TR

-$55.6K

1,151 -13%

增持

UWM PROSHARES TR

+$51.0K

29,802 +5%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$50.1K

1,610 +8%

增持

ABBV ABBVIE INC

+$48.6K

2,600 +15%

减持

JQUA J P MORGAN EXCHANGE TRADED F

-$48.3K

7,899 -6%

增持

IWS ISHARES TR

+$48.2K

2,708 +10%

增持

SPYM SPDR SERIES TRUST

+$48.0K

4,038 +24%

减持

BINC BLACKROCK ETF TRUST II

-$46.4K

5,816 -12%

增持

IBIT ISHARES BITCOIN TRUST ETF

-$42.2K

7,885 +13%

增持

WMT WALMART INC

+$37.4K

2,758 +1%

减持

ESGU ISHARES TR

-$37.0K

3,357 -2%

减持

GOOG ALPHABET INC

-$35.2K

1,027 -2%

减持

MBB ISHARES TR

-$32.4K

7,155 -4%

增持

VOE VANGUARD INDEX FDS

+$31.5K

2,045 +5%

增持

BAI BLACKROCK ETF TRUST

+$31.3K

14,645 +8%

减持

F FORD MTR CO

-$29.8K

11,510 -7%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$28.2K

2,422 +8%

增持

KORP AMERICAN CENTY ETF TR

+$27.2K

11,643 +7%

减持

CSCO CISCO SYS INC

-$26.3K

2,942 -11%

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。