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Legacy Capital Wealth Partners, LLC

报告期 2026-03-31 · CIK 0001766228

持仓数

385

前50大市值合计

$286.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

WMT WALMART INC

COM

$61.0M

491,110

21.3%

JBHT HUNT J B TRANS SVCS INC

COM

$22.5M

106,094

7.8%

DHI D R HORTON INC

COM

$14.9M

108,370

5.2%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$10.6M

162,100

3.7%

TSLA TESLA INC

COM

$9.7M

26,011

3.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$9.1M

73,593

3.2%

RWL INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE

$8.4M

78,707

2.9%

FJUN FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$8.3M

147,530

2.9%

IVV ISHARES TR

CORE S&P500 ETF

$7.9M

12,106

2.8%

GAP GAP INC

COM

$7.3M

303,581

2.6%

PKW INVESCO EXCHANGE TRADED FD T

BUYBACK ACHIEV

$7.0M

58,758

2.4%

NVDA NVIDIA CORPORATION

COM

$6.9M

39,489

2.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.7M

11,151

2.3%

AAPL APPLE INC

COM

$6.4M

25,143

2.2%

FAUG FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$6.0M

115,300

2.1%

EOG EOG RES INC

COM

$5.8M

40,083

2.0%

YMAR FIRST TR EXCHNG TRADED FD VI

FT VEST INTER EQ

$4.3M

159,621

1.5%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$4.2M

83,854

1.5%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$3.9M

20,347

1.4%

AMZN AMAZON COM INC

COM

$3.7M

17,977

1.3%

MSFT MICROSOFT CORP

COM

$3.7M

9,954

1.3%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$3.6M

38,898

1.3%

META META PLATFORMS INC

CL A

$3.6M

6,213

1.2%

GOOGL ALPHABET INC

CAP STK CL A

$3.3M

11,304

1.1%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$3.0M

65,957

1.0%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$2.9M

74,638

1.0%

GMOV GMO ETF TRUST

GMO US VALUE

$2.9M

102,653

1.0%

OZK BANK OZK LITTLE ROCK ARK

COM

$2.8M

61,746

1.0%

SYM SYMBOTIC INC

CLASS A COM

$2.8M

52,505

1.0%

BILZ PIMCO ETF TR

ULTRA SHORT GOVT

$2.7M

26,959

0.9%

PFF ISHARES TR

PFD AND INCM SEC

$2.5M

80,928

0.9%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$2.4M

71,973

0.9%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$2.4M

60,945

0.8%

BLK BLACKROCK INC

COM

$2.2M

2,308

0.8%

AOK ISHARES TR

CORE 30/70 CONSE

$2.2M

54,879

0.8%

INTC INTEL CORP

COM

$2.2M

49,296

0.8%

MLPX GLOBAL X FDS

GLB X MLP ENRG I

$2.1M

29,030

0.7%

TCAF T ROWE PRICE ETF INC

CAP APPRECIATION

$2.1M

60,010

0.7%

— EXXON MOBIL CORP

COM

$2.1M

12,310

0.7%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$2.1M

18,677

0.7%

CVX CHEVRON CORPORATION

COM

$2.1M

9,958

0.7%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$2.0M

19,725

0.7%

ACIO ETF SER SOLUTIONS

APTUS COLLRD INV

$2.0M

46,909

0.7%

V VISA INC

COM CL A

$1.9M

6,299

0.7%

AVGO BROADCOM INC

COM

$1.9M

6,121

0.7%

SH PROSHARES TR

SHORT S&P 500 NE

$1.8M

47,897

0.6%

JPM JPMORGAN CHASE & CO

COM

$1.8M

6,175

0.6%

LRCX LAM RESEARCH CORP

COM NEW

$1.8M

8,439

0.6%

DMAR FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$1.8M

42,131

0.6%

VZ VERIZON COMMUNICATIONS INC

COM

$1.7M

34,384

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

WMT21.3%JBHT7.8%DHI5.2%RDVY3.7%TSLA3.4%SPY3.2%

Legacy Capital Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心