Legacy Wealth Management, LLC / MS
CIK 2047443 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $389.6M
- 持仓
- 114
- 截至
- 2026年6月30日
按 13F 价值排名第 4431（共 9443） · 前 46.9%
投资组合价值同比（季度）：+11.0% 13F不披露现金
- 前十大持仓权重
- 66.48%
- 前二十五大持仓权重
- 81.83%
- 持仓高于 1%
- 16
- 有效持仓数量
- 12.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 7.86% 估计买入 $29109354 · 卖出 $29474118
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 76.5% 仍持有
- 新仓位
- 16
- 增加
- 37
- 减少
- 47
- 已结清
- 8
本页内容
与标普500指数的表现对比
年化：+11.6% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：92.3% · 已排除期权：0.0%
行业细分
Technology
37.8%
Retail
6.6%
Communication Services
5.6%
Industrials
5.3%
Healthcare
4.0%
Financials
3.9%
Financial Services
2.4%
Energy
1.0%
Consumer Discretionary
0.4%
Materials
0.4%
N/A
0.4%
Telecommunication
0.3%
Communications
0.2%
Utilities
0.1%
Packaging
0.1%
Consumer Staples
0.1%
Real Estate
0.1%
Consumer products
0.1%
其他/未映射
31.4%
完整投资组合 114 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $71971344 | 18.48% | 359695 | $8038257 | 下跌 ×1 | ||
| SPY SPY | $65298655 | 16.76% | 87441 | $8263229 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $31770624 | 8.16% | 109796 | $4060516 | 上涨 ×1 | ||
| SPYM | $26624517 | 6.83% | 302964 | $12959260 | 上涨 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $16807513 | 4.31% | 45058 | $-103171 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $14446386 | 3.71% | 40424 | $1936492 | 下跌 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $10305965 | 2.65% | 30221 | $4802821 | 下跌 ×5 | ||
| WMT Walmart Inc. - Common Stock | $8140951 | 2.09% | 71878 | $-1652858 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6820337 | 1.75% | 28616 | $538081 | 下跌 ×2 | ||
| RTX RTX Corporation Common Stock | $6810090 | 1.75% | 35894 | $-159505 | 下跌 ×2 | ||
| AVDE | $6404203 | 1.64% | 71796 | $851849 | 上涨 ×1 | ||
| V Visa Inc. | $6082986 | 1.56% | 17730 | $-175498 | 下跌 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $5007378 | 1.29% | 33052 | $-970512 | 下跌 ×2 | ||
| VTI | $4349820 | 1.12% | 11755 | $577094 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4303396 | 1.10% | 12180 | $686008 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $4090804 | 1.05% | 3544 | $3399921 | 上涨 ×1 | ||
| AVDV | $3851185 | 0.99% | 37372 | $712985 | 上涨 ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $3475317 | 0.89% | 11960 | $-1077324 | 下跌 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $3462715 | 0.89% | 3702 | $-260374 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $3371051 | 0.87% | 59162 | $438300 | 下跌 ×2 | ||
| CB Chubb Limited Common Stock | $3324600 | 0.85% | 9757 | $-477048 | 下跌 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $3299258 | 0.85% | 8734 | $780305 | 上涨 ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3249732 | 0.83% | 9928 | $-416972 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3095842 | 0.79% | 5496 | $197431 | 上涨 ×3 | ||
| AJG Arthur J. Gallagher & Co. Common Stock | $2419897 | 0.62% | 10541 | $-501984 | 下跌 ×1 | ||
| HUBB Hubbell Inc Common Stock | $2303178 | 0.59% | 4402 | $111242 | 下跌 ×1 | ||
| SYK Stryker Corporation Common Stock | $2299714 | 0.59% | 7304 | $-560291 | 下跌 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $2112230 | 0.54% | 4213 | $-900849 | 下跌 ×2 | ||
| IEX IDEX Corporation Common Stock | $1986947 | 0.51% | 8755 | $285736 | 下跌 ×4 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1838099 | 0.47% | 98956 | $-65365 | 下跌 ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $1824485 | 0.47% | 42748 | $-1440523 | 下跌 ×1 | ||
| RSP | $1820472 | 0.47% | 8556 | $306404 | 上涨 ×3 | ||
| ABT Abbott Laboratories Common Stock | $1783537 | 0.46% | 19655 | $-662462 | 下跌 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1781472 | 0.46% | 2464 | 上涨 ×1 | |||
| DHR Danaher Corporation Common Stock | $1752416 | 0.45% | 9200 | $-253552 | 下跌 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $1696148 | 0.44% | 12406 | $-412047 | 下跌 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1692702 | 0.43% | 7677 | $-117439 | 上涨 ×1 | ||
| SPFI South Plains Financial, Inc. - Common Stock | $1658773 | 0.43% | 38500 | 上涨 ×1 | |||
| UNP Union Pacific Corporation Common Stock | $1531904 | 0.39% | 5632 | $-52890 | 下跌 ×2 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $1497841 | 0.38% | 7752 | $-1347960 | 下跌 ×2 | ||
| INTC Intel Corporation - Common Stock | $1458296 | 0.37% | 10444 | $1146076 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1345033 | 0.35% | 3104 | $943310 | 上涨 ×1 | ||
| EQH Equitable Holdings, Inc. Common Stock | $1283051 | 0.33% | 29240 | $-173145 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1242452 | 0.32% | 2954 | $-239344 | 下跌 ×1 | ||
| VOO | $1127055 | 0.29% | 1641 | $146475 | |||
| GEV GE Vernova Inc. Common Stock | $1038894 | 0.27% | 884 | $306339 | 上涨 ×1 | ||
| WDC Western Digital Corporation - Common Stock | $1024507 | 0.26% | 1604 | 上涨 ×1 | |||
| T AT&T Inc. | $1014276 | 0.26% | 48999 | $-516019 | 下跌 ×2 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $1001861 | 0.26% | 61145 | $182729 | 上涨 ×2 | ||
| COP ConocoPhillips Common Stock | $968179 | 0.25% | 9313 | $-376637 | 下跌 ×4 | ||
| 未知发行人 (CUSIP: 438516205) | $947962 | 0.24% | 4234 | 上涨 ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $932623 | 0.24% | 45795 | $-17872 | 下跌 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $917711 | 0.24% | 2208 | $-139755 | 下跌 ×4 | ||
| CVX Chevron Corporation Common Stock | $902874 | 0.23% | 5447 | $-398377 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $897711 | 0.23% | 843 | 上涨 ×1 | |||
| FCX Freeport-McMoRan, Inc. Common Stock | $876812 | 0.23% | 13942 | $551465 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $865556 | 0.22% | 1490 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 43849R105) | $858122 | 0.22% | 3882 | 上涨 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $805062 | 0.21% | 8109 | $-69812 | 下跌 ×1 | ||
| OEF | $789355 | 0.20% | 2157 | $103732 | 上涨 ×5 | ||
| VGT | $768268 | 0.20% | 6428 | $207685 | 上涨 ×1 | ||
| TSME | $759045 | 0.19% | 14494 | $156389 | |||
| LIN Linde plc - Ordinary Shares | $746236 | 0.19% | 1438 | $39778 | 上涨 ×1 | ||
| CHI Calamos Convertible Opportunities and Income Fund - Closed End Fund | $740659 | 0.19% | 55109 | $150625 | 上涨 ×5 | ||
| AMGN Amgen Inc. - Common Stock | $713014 | 0.18% | 1969 | $23036 | 上涨 ×3 | ||
| CHY Calamos Convertible and High Income Fund - Closed End Fund | $698169 | 0.18% | 51261 | $141767 | 上涨 ×5 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $695647 | 0.18% | 41793 | $120976 | 上涨 ×4 | ||
| BX Blackstone Inc. Common Stock | $665131 | 0.17% | 5653 | $212473 | 上涨 ×1 | ||
| FTV Fortive Corporation Common Stock | $652563 | 0.17% | 10682 | $-79178 | 下跌 ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $641458 | 0.16% | 1613 | $-527613 | 下跌 ×1 | ||
| FITB Fifth Third Bancorp - Common Stock | $616519 | 0.16% | 10937 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $586249 | 0.15% | 4991 | $195139 | 下跌 ×1 | ||
| BLK BlackRock, Inc. Common Stock | $581896 | 0.15% | 605 | $466 | |||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $515827 | 0.13% | 25150 | $221214 | 上涨 ×2 | ||
| MCD McDonald's Corporation Common Stock | $500007 | 0.13% | 1850 | $-1162153 | 下跌 ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $481660 | 0.12% | 1439 | $125261 | 上涨 ×3 | ||
| TRMK Trustmark Corporation - Common Stock | $473903 | 0.12% | 10300 | $39861 | |||
| KKR KKR & Co. Inc. Common Stock | $463305 | 0.12% | 5048 | $-3635 | |||
| LDOS Leidos Holdings, Inc. Common Stock | $446375 | 0.11% | 4335 | $-227804 | |||
| LLY Eli Lilly and Company Common Stock | $442590 | 0.11% | 369 | $130788 | 上涨 ×4 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $429605 | 0.11% | 6990 | $41520 | |||
| NEE NextEra Energy, Inc. Common Stock | $418854 | 0.11% | 4772 | $-22884 | 上涨 ×4 | ||
| DAL Delta Air Lines, Inc. Common Stock | $414446 | 0.11% | 4425 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $403542 | 0.10% | 1144 | $30316 | 上涨 ×3 | ||
| YMAX | $390385 | 0.10% | 48315 | $208063 | 上涨 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $389965 | 0.10% | 511 | ||||
| AVY Avery Dennison Corporation Common Stock | $363664 | 0.09% | 2240 | $-23139 | |||
| IWR | $362253 | 0.09% | 3284 | $43284 | 上涨 ×3 | ||
| BKR Baker Hughes Company - Common Stock | $359862 | 0.09% | 6484 | $16395 | 上涨 ×1 | ||
| IWB | $358313 | 0.09% | 875 | $37409 | 下跌 ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $354212 | 0.09% | 18058 | $-907 | 下跌 ×2 | ||
| JEPI | $353960 | 0.09% | 6267 | $-1254 | |||
| JNJ Johnson & Johnson Common Stock | $344026 | 0.09% | 1355 | $17420 | 上涨 ×2 | ||
| KDP Keurig Dr Pepper Inc. - Common Stock | $343665 | 0.09% | 10500 | $-141597 | 下跌 ×1 | ||
| EGP EastGroup Properties, Inc. Common Stock | $337054 | 0.09% | 1664 | $31461 | 上涨 ×6 | ||
| BRKB | $334261 | 0.09% | 668 | $-369205 | 下跌 ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $323466 | 0.08% | 1151 | $96880 | |||
| FTNT Fortinet, Inc. - Common Stock | $312617 | 0.08% | 2035 | 上涨 ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $307753 | 0.08% | 1623 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $303798 | 0.08% | 2073 | $20611 | 上涨 ×4 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SPYM | $26624517 | 6.83% | 上涨 ×3 |
| AVGO | $3299258 | 0.85% | 上涨 ×4 |
| META | $3095842 | 0.79% | 上涨 ×3 |
| RSP | $1820472 | 0.47% | 上涨 ×3 |
| OEF | $789355 | 0.20% | 上涨 ×5 |
| CHI | $740659 | 0.19% | 上涨 ×5 |
| AMGN | $713014 | 0.18% | 上涨 ×3 |
| CHY | $698169 | 0.18% | 上涨 ×5 |
| BSCU | $695647 | 0.18% | 上涨 ×4 |
| VRT | $481660 | 0.12% | 上涨 ×3 |
| LLY | $442590 | 0.11% | 上涨 ×4 |
| NEE | $418854 | 0.11% | 上涨 ×4 |
| HD | $403542 | 0.10% | 上涨 ×3 |
| IWR | $362253 | 0.09% | 上涨 ×3 |
| EGP | $337054 | 0.09% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| AMAT | $1781472 | 2464 | 0.46% |
| SPFI | $1658773 | 38500 | 0.43% |
| WDC | $1024507 | 1604 | 0.26% |
| 未知发行人 (CUSIP: 438516205) | $947962 | 4234 | 0.24% |
| CAT | $897711 | 843 | 0.23% |
| AMD | $865556 | 1490 | 0.22% |
| 未知发行人 (CUSIP: 43849R105) | $858122 | 3882 | 0.22% |
| FITB | $616519 | 10937 | 0.16% |
| DAL | $414446 | 4425 | 0.11% |
| CRWD | $389965 | 511 | 0.10% |
| FTNT | $312617 | 2035 | 0.08% |
| AZN | $307753 | 1623 | 0.08% |
| MAS | $294234 | 3616 | 0.08% |
| LEN | $294183 | 3251 | 0.08% |
| IWM | $233628 | 778 | 0.06% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SPYM | 增持 | +124K | +$13.0M |
| SPY | 削减 | -260 | +$8.3M |
| NVDA | 削减 | -7K | +$8.0M |
| PANW | 削减 | -4K | +$4.8M |
| AAPL | 增持 | +611 | +$4.1M |
| GOOGL | 削减 | -3K | +$1.9M |
| WMT | 削减 | -7K | -$1.7M |
| BSX | 削减 | -9K | -$1.4M |
| IQV | 削减 | -9K | -$1.3M |
| MCD | 削减 | -3K | -$1.2M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| PLTR | 2026年6月30日 | 37000 | $5412360 | 48.3% |
| HON | 2026年6月30日 | 9661 | $2183683 | -1.9% |
| ADBE | 2025年9月30日 | 5175 | $2002104 | -22.6% |
| CPK | 2025年6月30日 | 12470 | $1601522 | 13.6% |
| A | 2026年3月31日 | 6882 | $936434 | 37.2% |
| AXP | 2026年6月30日 | 3055 | $924076 | -0.9% |
| TMUS | 2025年3月31日 | 3873 | $854887 | -31.4% |
| SPSM | 2026年3月31日 | 16132 | $755946 | 不再跟踪 |
| KO | 2026年6月30日 | 9524 | $724334 | 11.5% |
| CP | 2025年6月30日 | 9767 | $685736 | 20.6% |
| BLKXXXX | 2025年3月31日 | 603 | $618141 | 不再跟踪 |
| ES | 2025年6月30日 | 9930 | $616752 | 13.0% |
| MTDR | 2026年3月31日 | 13035 | $553205 | -7.4% |
| WAL | 2025年6月30日 | 7000 | $537810 | 2.3% |
| JEPQ | 2025年3月31日 | 8037 | $453126 | |
| PFF | 2025年3月31日 | 13644 | $428958 | |
| FE | 2025年3月31日 | 10600 | $421668 | 15.9% |
| FISV | 2025年12月31日 | 3000 | $386790 | -23.3% |
| JNJ | 2025年6月30日 | 2240 | $371482 | 74.9% |
| IWB | 2025年9月30日 | 1050 | $356549 | 不再跟踪 |
| CNI | 2025年6月30日 | 3349 | $326394 | 24.7% |
| AMLP | 2025年6月30日 | 6200 | $322050 | 不再跟踪 |
| CSQ | 2025年6月30日 | 18458 | $298650 | 13.7% |
| AZN | 2026年3月31日 | 3246 | $298405 | -16.1% |
| ETN | 2025年3月31日 | 894 | $296692 | 54.8% |
| LRCX | 2025年6月30日 | 3980 | $289346 | 222.6% |
| RAL | 2026年3月31日 | 5664 | $288354 | 53.5% |
| PM | 2026年6月30日 | 1725 | $285212 | 4.9% |
| WBS | 2025年3月31日 | 4795 | $264780 | 50.5% |
| VCSH | 2025年9月30日 | 3330 | $264735 | |
| SPSB | 2025年12月31日 | 8148 | $246794 | 不再跟踪 |
| IWM | 2026年3月31日 | 987 | $242848 | 不再跟踪 |
| EFA | 2026年6月30日 | 2490 | $241855 | 不再跟踪 |
| IWM | 2025年9月30日 | 1111 | $239666 | 不再跟踪 |
| CRWD | 2026年3月31日 | 511 | $239536 | -52.0% |
| ABBV | 2025年6月30日 | 1111 | $232809 | 42.1% |
| BSCQ | 2026年3月31日 | 11725 | $229517 | |
| SHEL | 2026年6月30日 | 2456 | $228369 | 20.9% |
| CRM | 2025年6月30日 | 850 | $227988 | -24.6% |
| EW | 2025年6月30日 | 3045 | $220702 | 14.2% |
| WBD | 2026年3月31日 | 7155 | $206207 | 3.5% |
| BRO | 2025年6月30日 | 1640 | $204016 | -35.1% |
| GDXY | 2026年6月30日 | 14355 | $200683 | 不再跟踪 |