Legacy Wealth Asset Management, LLC 13F 持仓 · 2026年Q3
Legacy Wealth Asset Management 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 357 只证券,申报市值合计 4.56 亿美元。前几大持仓:FBTC(4.83%)、MLPA(2.66%)、TFLO(2.53%)。本季前 25 大持仓中:新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $22.0M | 4.83% | 303,300 | 增持 |
| 2 | MLPA | GLOBAL X FDS | $12.1M | 2.66% | 228,004 | 增持 |
| 3 | TFLO | ISHARES TR | $11.6M | 2.53% | 228,247 | 增持 |
| 4 | WWJD | NORTHERN LTS FD TR IV | $11.5M | 2.52% | 296,787 | 增持 |
| 5 | ESUM | STRATEGY SHS | $8.0M | 1.76% | 265,725 | 增持 |
| 6 | PTL | NORTHERN LTS FD TR IV | $8.0M | 1.76% | 29,527 | 增持 |
| 7 | BCI | ABRDN ETFS | $6.6M | 1.46% | 256,668 | 新建仓 |
| 8 | NVDA | NVIDIA CORPORATION | $6.5M | 1.42% | 28,296 | 减持 |
| 9 | MU | MICRON TECHNOLOGY INC | $6.4M | 1.41% | 6,029 | 减持 |
| 10 | AAPL | APPLE INC | $6.3M | 1.38% | 18,898 | 减持 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $5.9M | 1.29% | 9,592 | 减持 |
| 12 | IBD | NORTHERN LTS FD TR IV | $5.9M | 1.29% | 256,141 | 增持 |
| 13 | AVGO | BROADCOM INC | $5.7M | 1.26% | 16,372 | 减持 |
| 14 | ASX | ASE TECHNOLOGY HLDG CO LTD | $4.7M | 1.04% | 106,351 | 减持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $4.2M | 0.92% | 10,513 | 减持 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 0.89% | 8,899 | 减持 |
| 17 | LIN | LINDE PLC | $3.8M | 0.84% | 8,071 | 增持 |
| 18 | ASML | ASML HLDG NV | $3.6M | 0.79% | 1,986 | 减持 |
| 19 | GMAB | GENMAB A/S | $3.6M | 0.78% | 99,937 | 减持 |
| 20 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.5M | 0.77% | 54,395 | 减持 |
| 21 | ADI | ANALOG DEVICES INC | $3.1M | 0.69% | 7,879 | 减持 |
| 22 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3.1M | 0.69% | 136,016 | 减持 |
| 23 | SAP | SAP SE | $3.0M | 0.66% | 14,453 | 增持 |
| 24 | TAK | TAKEDA PHARMACEUTICAL CO LTD | $3.0M | 0.66% | 166,666 | 增持 |
| 25 | BHP | BHP BILLITON LIMITED | $2.8M | 0.61% | 32,654 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR