Legacy Wealth Managment, LLC/ID 13F 持仓 · 2026年Q2

Legacy Wealth Managment, LLC/ID 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 193 只证券，申报市值合计 2.43 亿美元。前几大持仓：NEOV（6.35%）、XXV（5.69%）、BUFD（3.19%）。本季前 25 大持仓中：新建仓 5 只、增持 12 只、减持 8 只。

排名	代码	公司	市值	占组合	股数	变动
1	NEOV	NEOVOLTA INC	$15.4M	6.35%	4.9M	减持
2	XXV	SIMPLIFY EXCHANGE TRADED FUN	$13.8M	5.69%	584,369	减持
3	BUFD	FIRST TR EXCHNG TRADED FD VI	$7.7M	3.19%	260,471	增持
4	BUFR	FIRST TR EXCHNG TRADED FD VI	$7.0M	2.89%	191,704	增持
5	BUFQ	FIRST TR EXCHNG TRADED FD VI	$6.7M	2.76%	170,386	增持
6	SCHG	SCHWAB STRATEGIC TR	$6.2M	2.57%	184,085	新建仓
7	STEX	STREAMEX CORP	$5.6M	2.29%	6.5M	减持
8	BUFT	FIRST TR EXCHNG TRADED FD VI	$5.4M	2.21%	207,428	增持
9	BIL	SPDR SERIES TRUST	$5.3M	2.17%	57,482	减持
10	PDC	PERPETUALS.COM LTD	$5.0M	2.06%	849,411	新建仓
11	ALOY	REALLOYS INC	$5.0M	2.05%	345,145	增持
12	ICSH	ISHARES TR	$4.7M	1.95%	93,803	减持
13	BDYN	BLACKROCK ETF TRUST	$4.5M	1.85%	161,892	新建仓
14	NMAD	LIXTE BIOTECHNOLOGY HLDGS IN	$4.5M	1.84%	600,669	新建仓
15	BDVL	BLACKROCK ETF TRUST	$3.7M	1.51%	140,966	新建仓
16	SNDK	SANDISK CORP	$3.5M	1.44%	1,533	减持
17	FTHI	FIRST TR EXCHANGE TRADED FD	$3.3M	1.36%	137,965	增持
18	FTSM	FIRST TR EXCHANGE-TRADED FD	$3.3M	1.35%	54,969	减持
19	RDVY	FIRST TR EXCHANGE TRADED FD	$3.1M	1.30%	38,798	增持
20	QQQM	INVESCO EXCH TRADED FD TR II	$3.1M	1.28%	10,250	增持
21	WDC	WESTERN DIGITAL CORP	$3.0M	1.24%	4,722	减持
22	DGRW	WISDOMTREE TR	$2.9M	1.18%	29,924	增持
23	FTXL	FIRST TR EXCHANGE TRADED FD	$2.7M	1.11%	9,476	增持
24	IVV	ISHARES TR	$2.6M	1.08%	3,495	增持
25	NVDA	NVIDIA CORPORATION	$2.0M	0.81%	9,792	增持

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