LW
Legacy Wealth Partners, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$4.0亿
申报季度: 2026-03-31 · 持股只数: 176
Legacy Wealth Partners, LLC在最新一期 13F 报告中披露了 176 项持股，申报期为 2026-03-31，总持股市值约为 US$4.0亿，季度换手率为 40.2%。
机构性格雪花图
- 集中度
- 17.87
- 持仓稳定性
- 40.18
- 动能／逆势
- 100
- 行业集中度
- 94.95
- 多样化
- 100
- 仓位均衡度
- 73.73
近期动向
加仓 SGOV
+2187.1% US$2260.1万
减仓 SPY
-73.9% -US$1899.8万
加仓 VTV
+138.6% US$1351.1万
减仓 IVV
-13.1% -US$938.6万
减仓 SSO
-82.4% -US$814.2万
加仓 IUSB
+493.4% US$836.1万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.98% | -1.02% | -4.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.35% | -2.80% | -13.15% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.21% | — | +0.25% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 5.92% | +5.65% | +2187.06% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 5.72% | +3.31% | +138.59% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.42% | — | +4.31% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.56% | +0.06% | +4.25% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.52% | +2.08% | +493.41% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.46% | — | +3.05% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.17% | +0.04% | +2.87% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | -0.34% | -6.18% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.70% | — | +7.52% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | -4.97% | -73.89% | |
| 14 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.55% | -0.23% | -8.91% | |
| 15 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.53% | +1.53% | NEW | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.35% | +0.34% | +33.71% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.30% | — | -1.13% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.19% | +1.07% | +948.77% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.11% | -0.20% | -11.04% | |
| 20 | XLSR | Ss US Sector Rotation | ETF-其他 | 1.07% | — | +7.82% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.02% | — | +5.98% | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.97% | — | +3.11% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.77% | — | +2.80% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.74% | — | +8.66% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.74% | — | +9.21% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | +0.11% | +21.47% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.67% | — | +10.37% | |
| 28 | FISR | Ss Fi Sector Rotation | ETF-其他 | 0.60% | +0.17% | +43.70% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | -0.27% | -9.57% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.52% | +0.31% | +159.72% | |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.47% | +0.47% | NEW | |
| 32 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.47% | +0.47% | NEW | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.46% | +0.46% | NEW | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.45% | — | +31.67% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | -0.06% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.44% | -0.99% | -70.93% | |
| 37 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.44% | — | -11.14% | |
| 38 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.42% | +0.42% | NEW | |
| 39 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.42% | +0.42% | NEW | |
| 40 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.41% | — | +14.75% | |
| 41 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.41% | — | +14.96% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.41% | — | +11.99% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.39% | — | +2.94% | |
| 44 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.38% | -2.12% | -82.40% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.37% | — | -6.86% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.37% | — | -15.95% | |
| 47 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-其他 | 0.36% | +0.15% | +45.46% | |
| 48 | UWM | Proshares Ultra Russell2000 | ETF-其他 | 0.35% | — | +4.58% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.34% | — | -4.34% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.33% | — | +9.66% |
1–50 of 176
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Legacy Wealth Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco Optimum Yield Divers (PDBC); 清仓: Ishares Broad Usd High Yield (USHY); 新建仓: Wisdomtree Japan Hedged Eq (DXJ); 新建仓: Wisdomtree Bbg Usd Bullish (USDU); 新建仓: Ss Energy Select Sector (XLE).
FAQ
Legacy Wealth Partners, LLC 是什么机构？属于哪种投资人类型？
Legacy Wealth Partners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.0亿，分布在 176 个已申报仓位之中。
Legacy Wealth Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Legacy Wealth Partners, LLC 按市值排列的前几大持股为：
1. Ishares Core U.s. Aggregate (AGG) — US$4777.8万 (12.0%)
2. Ishares Core S&p 500 ETF (IVV) — US$4526.5万 (11.3%)
3. Ishares Core Msci Eafe ETF (IEFA) — US$2475.9万 (6.2%)
4. Ishares 0-3 Month Treasury B (SGOV) — US$2363.2万 (5.9%)
5. Vanguard Value ETF (VTV) — US$2282.2万 (5.7%)
Legacy Wealth Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Legacy Wealth Partners, LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 12 个既有持股、减仓 12 个仓位，并完全清仓 12 个持股。 其中幅度最大的异动：新建仓: Invesco Optimum Yield Divers (PDBC); 清仓: Ishares Broad Usd High Yield (USHY); 新建仓: Wisdomtree Japan Hedged Eq (DXJ); 新建仓: Wisdomtree Bbg Usd Bullish (USDU); 新建仓: Ss Energy Select Sector (XLE)
Legacy Wealth Partners, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Legacy Wealth Partners, LLC 的主要板块分布如下：
• Information Technology: 53.0%
• Health Care: 10.7%
• Financials: 9.1%
• Communication Services: 7.0%
• Consumer Discretionary: 6.4%
• Industrials: 5.5%