Legacy Wealth Management, Inc 13F 持仓 · 2026年Q2
Legacy Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 19.11 亿美元。前几大持仓：IVV（22.13%）、IWB（15.05%）、FBND（13.08%）。本季前 25 大持仓中：增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $422.9M | 22.13% | 564,713 | 增持 |
| 2 | IWB | ISHARES TR | $287.7M | 15.05% | 702,613 | 减持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $250.0M | 13.08% | 5.5M | 增持 |
| 4 | SCHK | SCHWAB STRATEGIC TR | $210.9M | 11.03% | 5.8M | 减持 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $190.5M | 9.97% | 4.1M | 增持 |
| 6 | SCHM | SCHWAB STRATEGIC TR | $158.0M | 8.27% | 4.3M | 减持 |
| 7 | IJH | ISHARES TR | $100.4M | 5.25% | 1.3M | 减持 |
| 8 | IXUS | ISHARES TR | $69.5M | 3.64% | 728,716 | 减持 |
| 9 | SCHX | SCHWAB STRATEGIC TR | $63.5M | 3.32% | 2.2M | 减持 |
| 10 | IJR | ISHARES TR | $60.7M | 3.18% | 409,323 | 减持 |
| 11 | SCHA | SCHWAB STRATEGIC TR | $26.5M | 1.39% | 732,766 | 减持 |
| 12 | HMOP | HARTFORD FDS EXCHANGE TRADED | $24.2M | 1.26% | 617,517 | 增持 |
| 13 | IWM | ISHARES TR | $15.8M | 0.83% | 52,705 | 减持 |
| 14 | VTI | VANGUARD INDEX FDS | $10.8M | 0.56% | 29,077 | 持平 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $7.3M | 0.38% | 9,742 | 增持 |
| 16 | AGG | ISHARES TR | $3.7M | 0.20% | 37,783 | 减持 |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.09% | 35,085 | 减持 |
| 18 | SCHB | SCHWAB STRATEGIC TR | $1.2M | 0.06% | 41,259 | 增持 |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $1.1M | 0.06% | 46,343 | 增持 |
| 20 | SCMB | SCHWAB STRATEGIC TR | $942,611 | 0.05% | 36,507 | 增持 |
| 21 | VUG | VANGUARD INDEX FDS | $792,316 | 0.04% | 9,198 | 增持 |
| 22 | IWF | ISHARES TR | $632,770 | 0.03% | 5,096 | 增持 |
| 23 | IWD | ISHARES TR | $364,615 | 0.02% | 1,504 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $290,931 | 0.02% | 1,454 | 减持 |
| 25 | QQQ | INVESCO QQQ TR | $377,424 | 0.02% | 513 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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