Legacy Wealth Partners, LLC
CIK 2066638 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $445.3M
- Posisi
- 189
- Per tanggal
- 30 Juni 2026
#4.090 dari 9.443 berdasarkan nilai 13F · top 43.3%
Nilai portofolio QoQ: +11.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 50,81%
- Bobot 25 kepemilikan teratas
- 69,68%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 22,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 14,41% Perkiraan pembelian $86.041.544 · penjualan $60.823.233
- Posisi baru
- 33
- Meningkat
- 81
- Menurun
- 64
- Tertutup
- 20
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,8%
Retail
0,9%
Industrials
0,9%
Healthcare
0,7%
Financials
0,6%
Communication Services
0,5%
Energy
0,2%
Financial Services
0,2%
Consumer Staples
0,1%
Communications
0,1%
Utilities
0,1%
Consumer Discretionary
0,1%
Telecommunication
0,0%
Lainnya/Tidak terpetakan
91,9%
Portofolio lengkap 189 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $62.160.666 | 13,96% | 83.004 | $16.895.953 | Naik ×1 | ||
| AGG | $47.410.830 | 10,65% | 478.994 | $-366.692 | Turun ×2 | ||
| IEFA | $23.853.786 | 5,36% | 246.985 | $-905.525 | Turun ×1 | ||
| VTV | $19.993.486 | 4,49% | 91.743 | $-2.828.984 | Turun ×1 | ||
| VOO | $15.883.187 | 3,57% | 23.126 | $2.235.895 | Naik ×2 | ||
| EEM | $12.971.100 | 2,91% | 189.608 | $7.581.078 | Naik ×2 | ||
| VB | $11.852.999 | 2,66% | 39.103 | $1.636.955 | Naik ×2 | ||
| VO | $11.254.085 | 2,53% | 139.681 | $1.438.781 | Naik ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $11.074.586 | 2,49% | 239.969 | $1.004.053 | Naik ×2 | ||
| VEA | $9.777.903 | 2,20% | 137.234 | $1.110.810 | Naik ×2 | ||
| USHY | $9.643.377 | 2,17% | 260.491 | ||||
| SPY SPY | $9.024.423 | 2,03% | 12.085 | $2.726.125 | Naik ×1 | ||
| IWM | $7.249.791 | 1,63% | 24.130 | $4.380.842 | Naik ×2 | ||
| HYG | $6.998.655 | 1,57% | 87.516 | $233.748 | Naik ×2 | ||
| AOR | $6.812.282 | 1,53% | 98.018 | $617.882 | Naik ×1 | ||
| VTEB | $5.386.770 | 1,21% | 106.500 | $197.961 | Naik ×1 | ||
| XLSR | $5.133.669 | 1,15% | 79.150 | $875.113 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.000.812 | 1,12% | 24.993 | $-2.844.625 | Turun ×2 | ||
| AOA | $4.960.509 | 1,11% | 50.825 | $525.350 | Naik ×1 | ||
| IAGG | $4.717.489 | 1,06% | 93.231 | $-37.262 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $4.134.715 | 0,93% | 14.289 | $274.750 | Turun ×1 | ||
| UJB | $4.043.383 | 0,91% | 51.504 | Naik ×1 | |||
| SPEM | $3.723.966 | 0,84% | 71.919 | $754.798 | Naik ×2 | ||
| UWM | $3.719.231 | 0,84% | 55.321 | $2.328.372 | Naik ×2 | ||
| SPDW | $3.468.545 | 0,78% | 68.834 | $-581.934 | Turun ×1 | ||
| EET | $3.452.675 | 0,78% | 29.367 | $2.209.509 | Naik ×2 | ||
| VWO | $3.431.328 | 0,77% | 57.486 | $370.998 | Naik ×2 | ||
| IDHQ | $3.332.609 | 0,75% | 4.526 | Naik ×1 | |||
| TIP | $3.272.723 | 0,74% | 29.907 | Naik ×1 | |||
| BNDX Vanguard Total International Bond ETF | $3.105.767 | 0,70% | 64.129 | $155.353 | Naik ×2 | ||
| BSV | $2.782.400 | 0,62% | 35.713 | $125.948 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2.464.180 | 0,55% | 6.606 | $264.436 | Naik ×1 | ||
| USDU | $2.291.860 | 0,51% | 85.677 | $420.245 | Naik ×1 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $2.282.258 | 0,51% | 143.719 | $-3.840.362 | Turun ×1 | ||
| VRIG Invesco Variable Rate Investment Grade ETF | $2.272.997 | 0,51% | 90.666 | $2.016.664 | Naik ×1 | ||
| DXJ | $2.267.104 | 0,51% | 13.065 | $394.274 | Naik ×1 | ||
| XBI XBI | $2.251.898 | 0,51% | 14.230 | $515.409 | Naik ×1 | ||
| IXJ | $2.102.085 | 0,47% | 21.367 | Naik ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $1.987.624 | 0,45% | 18.012 | $367.761 | Naik ×2 | ||
| FISR | $1.954.658 | 0,44% | 76.205 | $-425.419 | Turun ×1 | ||
| EWW | $1.931.880 | 0,43% | 25.666 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1.919.114 | 0,43% | 8.052 | $554.112 | Naik ×1 | ||
| XLE XLE | $1.878.713 | 0,42% | 35.374 | $40.178 | Naik ×1 | ||
| VXF | $1.857.901 | 0,42% | 7.546 | $315.842 | Naik ×2 | ||
| EFA | $1.841.948 | 0,41% | 17.732 | $88.217 | Turun ×2 | ||
| EWU | $1.697.168 | 0,38% | 36.783 | Naik ×1 | |||
| JNK | $1.696.883 | 0,38% | 17.608 | $1.031.150 | Naik ×2 | ||
| IYM | $1.654.189 | 0,37% | 9.214 | Naik ×1 | |||
| SPSM | $1.599.593 | 0,36% | 27.737 | $140.764 | Turun ×2 | ||
| AOM | $1.541.648 | 0,35% | 30.901 | $71.499 | Turun ×2 | ||
| CERY | $1.523.572 | 0,34% | 45.575 | $77.534 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.470.501 | 0,33% | 1.226 | $344.703 | Naik ×1 | ||
| DYNF | $1.439.024 | 0,32% | 21.159 | $365.138 | Naik ×1 | ||
| BRKB | $1.438.121 | 0,32% | 2.874 | $277.499 | Naik ×2 | ||
| VUG | $1.434.031 | 0,32% | 16.648 | $275.886 | Naik ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1.404.524 | 0,32% | 17.105 | $-386.879 | Turun ×1 | ||
| IVW | $1.337.342 | 0,30% | 9.724 | $328.514 | Naik ×1 | ||
| BIV | $1.334.925 | 0,30% | 17.405 | $13.911 | Naik ×2 | ||
| BIL | $1.320.166 | 0,30% | 14.406 | $975.600 | Naik ×1 | ||
| IEMG | $1.304.075 | 0,29% | 15.742 | $24.211 | Turun ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1.261.717 | 0,28% | 26.954 | $10.593 | Naik ×2 | ||
| SPMD | $1.250.941 | 0,28% | 18.516 | $239.641 | Naik ×2 | ||
| VYLD | $1.250.619 | 0,28% | 42.174 | ||||
| BLV | $1.249.977 | 0,28% | 18.134 | $41.856 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.231.854 | 0,28% | 3.447 | $273.992 | Naik ×1 | ||
| FLRN | $1.115.351 | 0,25% | 36.154 | Naik ×1 | |||
| IVE | $1.115.319 | 0,25% | 4.912 | $-96.682 | Turun ×2 | ||
| GSY | $1.106.058 | 0,25% | 22.055 | $407.586 | Naik ×1 | ||
| GLD | $1.071.986 | 0,24% | 2.910 | $-667.676 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.049.093 | 0,24% | 3.205 | $122.489 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1.017.183 | 0,23% | 2.693 | $54.606 | Turun ×2 | ||
| SPTL | $970.799 | 0,22% | 37.011 | $275.085 | Naik ×1 | ||
| GWX | $947.535 | 0,21% | 21.653 | $105.891 | Naik ×2 | ||
| IDEV | $941.029 | 0,21% | 10.572 | $65.289 | Naik ×1 | ||
| RSP | $881.972 | 0,20% | 4.145 | ||||
| AMD Advanced Micro Devices, Inc. - Common Stock | $841.158 | 0,19% | 1.448 | $523.604 | Turun ×1 | ||
| IJR | $810.157 | 0,18% | 5.463 | $102.429 | Turun ×2 | ||
| AOK | $760.922 | 0,17% | 18.344 | $55.662 | Naik ×1 | ||
| BAI | $752.947 | 0,17% | 14.282 | $270.394 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $752.767 | 0,17% | 2.964 | $26.047 | Turun ×1 | ||
| VEU | $752.408 | 0,17% | 8.984 | $70.353 | Turun ×2 | ||
| VTI | $748.242 | 0,17% | 2.022 | $194.741 | Naik ×1 | ||
| GBIL | $740.082 | 0,17% | 7.389 | $980 | Naik ×1 | ||
| MBB iShares MBS ETF | $722.133 | 0,16% | 7.640 | $42.766 | Naik ×1 | ||
| SPYM | $721.671 | 0,16% | 8.212 | $412.602 | Naik ×2 | ||
| SYY Sysco Corporation Common Stock | $711.600 | 0,16% | 8.514 | $227.483 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $707.628 | 0,16% | 1.633 | $346.329 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $696.925 | 0,16% | 745 | $-68.333 | Turun ×2 | ||
| EFG | $688.665 | 0,15% | 5.535 | $167.788 | Naik ×1 | ||
| CLOI | $680.990 | 0,15% | 12.861 | Naik ×1 | |||
| SPLB | $672.291 | 0,15% | 30.013 | $95.371 | Naik ×1 | ||
| EMHC | $639.104 | 0,14% | 25.122 | $32.670 | Naik ×2 | ||
| ISCB | $639.014 | 0,14% | 8.463 | $77.530 | Turun ×1 | ||
| IJH | $621.295 | 0,14% | 8.057 | $77.389 | Naik ×1 | ||
| KAMO | $615.409 | 0,14% | 24.976 | $51.644 | Naik ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $615.357 | 0,14% | 6.113 | $-23.016.281 | Turun ×1 | ||
| QLD | $602.525 | 0,14% | 6.227 | ||||
| KLAC KLA Corporation - Common Stock | $591.961 | 0,13% | 1.962 | $282.739 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $583.553 | 0,13% | 2.319 | $18.079 | Turun ×1 | ||
| JQUA | $570.780 | 0,13% | 7.897 | $86.413 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| USHY | $9.643.377 | 260.491 | 2,17% |
| UJB | $4.043.383 | 51.504 | 0,91% |
| IDHQ | $3.332.609 | 4.526 | 0,75% |
| TIP | $3.272.723 | 29.907 | 0,74% |
| IXJ | $2.102.085 | 21.367 | 0,47% |
| EWW | $1.931.880 | 25.666 | 0,43% |
| EWU | $1.697.168 | 36.783 | 0,38% |
| IYM | $1.654.189 | 9.214 | 0,37% |
| VYLD | $1.250.619 | 42.174 | 0,28% |
| FLRN | $1.115.351 | 36.154 | 0,25% |
| RSP | $881.972 | 4.145 | 0,20% |
| CLOI | $680.990 | 12.861 | 0,15% |
| QLD | $602.525 | 6.227 | 0,14% |
| INTC | $403.810 | 2.892 | 0,09% |
| MU | $377.453 | 327 | 0,08% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +14K | +$16.9M |
| EEM | Beli lebih banyak | +95K | +$7.6M |
| IWM | Beli lebih banyak | +13K | +$4.4M |
| PDBC | Dipangkas | -210K | -$3.8M |
| NVDA | Dipangkas | -20K | -$2.8M |
| VTV | Dipangkas | -25K | -$2.8M |
| SPY | Beli lebih banyak | +2K | +$2.7M |
| UWM | Beli lebih banyak | +26K | +$2.3M |
| VOO | Beli lebih banyak | +287 | +$2.2M |
| EET | Beli lebih banyak | +15K | +$2.2M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| USHY | 31 Maret 2026 | 50.726 | $1.896.899 | Tidak lagi dilacak |
| LVHI | 31 Maret 2026 | 47.025 | $1.731.463 | Tidak lagi dilacak |
| RPV | 30 Juni 2026 | 15.650 | $1.680.654 | Tidak lagi dilacak |
| COMT | 30 Juni 2026 | 49.268 | $1.665.751 | |
| GVI | 30 Juni 2026 | 15.368 | $1.639.458 | Tidak lagi dilacak |
| EWX | 30 Juni 2026 | 24.793 | $1.639.313 | Tidak lagi dilacak |
| STIP | 31 Maret 2026 | 15.512 | $1.588.278 | Tidak lagi dilacak |
| AMLP | 31 Maret 2026 | 33.359 | $1.568.538 | Tidak lagi dilacak |
| RSP | 31 Maret 2026 | 8.112 | $1.553.851 | Tidak lagi dilacak |
| XLI | 31 Maret 2026 | 9.658 | $1.498.148 | Tidak lagi dilacak |
| NANR | 31 Maret 2026 | 21.920 | $1.486.830 | Tidak lagi dilacak |
| QQQ | 30 Juni 2026 | 1.986 | $1.146.260 | |
| TSLA | 31 Maret 2026 | 2.348 | $1.055.942 | -7,1% |
| QQQM | 31 Maret 2026 | 3.884 | $982.363 | |
| LDUR | 30 Juni 2026 | 9.505 | $910.769 | Tidak lagi dilacak |
| AVSF | 30 Juni 2026 | 19.437 | $909.652 | Tidak lagi dilacak |
| OEF | 31 Maret 2026 | 2.444 | $838.219 | Tidak lagi dilacak |
| VONG | 31 Maret 2026 | 5.557 | $676.565 | |
| VYLD | 31 Maret 2026 | 20.277 | $573.738 | Tidak lagi dilacak |
| EPD | 30 Juni 2026 | 15.096 | $571.233 | 4,4% |
| QUAL | 30 Juni 2026 | 2.742 | $525.943 | Tidak lagi dilacak |
| LST | 30 Juni 2026 | 12.258 | $495.836 | Tidak lagi dilacak |
| SPYG | 31 Maret 2026 | 3.142 | $335.251 | Tidak lagi dilacak |
| SONY | 31 Maret 2026 | 12.325 | $315.520 | 14,0% |
| BINC | 30 Juni 2026 | 5.816 | $302.025 | Tidak lagi dilacak |
| UGL | 30 Juni 2026 | 4.662 | $286.527 | Tidak lagi dilacak |
| IAU | 30 Juni 2026 | 3.196 | $281.759 | Tidak lagi dilacak |
| QLD | 31 Maret 2026 | 3.936 | $277.134 | Tidak lagi dilacak |
| EMB | 31 Maret 2026 | 2.540 | $244.551 | |
| ORCL | 31 Maret 2026 | 1.252 | $243.994 | -3,1% |
| ABT | 31 Maret 2026 | 1.891 | $236.924 | 11,9% |
| FDX | 30 Juni 2026 | 651 | $231.998 | 4,0% |
| BAC | 31 Maret 2026 | 4.168 | $229.240 | 29,0% |
| COF | 31 Maret 2026 | 929 | $225.154 | 17,1% |
| HCA | 30 Juni 2026 | 475 | $224.789 | 5,3% |
| ITA | 31 Maret 2026 | 1.023 | $219.628 | Tidak lagi dilacak |
| IYF | 30 Juni 2026 | 1.855 | $218.259 | Tidak lagi dilacak |
| PEP | 30 Juni 2026 | 1.397 | $216.940 | 5,0% |
| USB | 31 Maret 2026 | 3.997 | $213.294 | 20,3% |
| OTIS | 31 Maret 2026 | 2.359 | $206.059 | -7,0% |
| IEI | 31 Maret 2026 | 1.720 | $205.281 | |
| PFE | 30 Juni 2026 | 7.281 | $204.440 | 15,6% |
| SUB | 31 Maret 2026 | 1.916 | $204.425 | Tidak lagi dilacak |
| INTU | 31 Maret 2026 | 307 | $203.363 | -16,3% |
| TMO | 31 Maret 2026 | 348 | $201.649 | 26,1% |
| TALK | 30 Juni 2026 | 15.527 | $80.352 | 1,0% |
| TNYA | 30 Juni 2026 | 14.084 | $9.752 | -2,8% |