小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Legacy Capital Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Legacy Capital Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001766228
持仓数
385
前50大市值合计
$286.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 127
增持 2
减持 15
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
WMT
WALMART INC
+$17.0M
115,347
建仓
JBHT
HUNT J B TRANS SVCS INC
+$12.3M
69,873
建仓
SPY
SPDR S&P 500 ETF TR
+$12.0M
29,320
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
FTCS
First Trust Capital Strength
-$7.1M
0
-100%
建仓
IVV
ISHARES TR
+$6.3M
15,350
建仓
VOO
VANGUARD INDEX FDS
+$5.9M
15,644
建仓
EOG
EOG RES INC
+$5.7M
49,495
增持
IJR
ISHARES TR
+$3.6M
74,403
+95%
建仓
AAPL
APPLE INC
+$3.4M
20,447
建仓
IEFA
ISHARES TR
+$3.1M
46,343
建仓
MINT
PIMCO ETF TR
+$2.6M
26,209
减持
IEUR
ISHARES TR
-$2.6M
141,962
-33%
建仓
FLOT
ISHARES TR
+$2.4M
46,651
建仓
MSFT
MICROSOFT CORP
+$2.3M
7,904
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
41,420
减持
XLI
SELECT SECTOR SPDR TR
-$1.8M
37,821
-34%
减持
XLV
SELECT SECTOR SPDR TR
-$1.7M
23,864
-33%
减持
IDEV
ISHARES TR
-$1.7M
75,843
-32%
建仓
CVX
CHEVRON CORP NEW
+$1.7M
10,226
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.6M
3,438
建仓
VTEB
VANGUARD MUN BD FDS
+$1.6M
30,676
建仓
BIL
SPDR SER TR
+$1.5M
16,810
建仓
NVDA
NVIDIA CORPORATION
+$1.5M
5,380
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.4M
7,365
建仓
LOW
LOWES COS INC
+$1.4M
6,990
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.4M
134,823
-15%
清仓
—
OAKTREE SPECIALTY LENDING CORP COM
-$1.3M
0
-100%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$1.3M
71,217
建仓
AMZN
AMAZON COM INC
+$1.3M
12,760
建仓
AOK
ISHARES TR
+$1.3M
36,750
清仓
MORT
VanEck Mortgage REIT Income ETF
-$1.3M
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$1.3M
7,864
建仓
JNJ
JOHNSON & JOHNSON
+$1.2M
8,049
建仓
—
MEDTRONIC PLC
+$1.2M
15,266
建仓
JAAA
JANUS DETROIT STR TR
+$1.2M
24,540
建仓
MUNI
PIMCO ETF TR
+$1.2M
22,600
建仓
SPYM
SPDR SER TR
+$1.2M
24,027
建仓
SPSB
SPDR SER TR
+$1.1M
37,874
建仓
FLRN
SPDR SER TR
+$1.1M
36,751
减持
EWJ
ISHARES INC
-$1.1M
51,276
-32%
建仓
GWW
GRAINGER W W INC
+$1.1M
1,574
建仓
MA
MASTERCARD INCORPORATED
+$1.1M
2,967
建仓
AGG
ISHARES TR
+$1.1M
10,801
建仓
ULST
SSGA ACTIVE ETF TR
+$1.1M
26,386
建仓
SPTM
SPDR SER TR
+$1.1M
21,000
建仓
EFA
ISHARES TR
+$1.1M
14,684
清仓
QYLD
Global X NASDAQ 100 Covered Call ETF
-$1.0M
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$1.0M
14,712
建仓
GLDM
WORLD GOLD TR
+$1.0M
25,863
建仓
VZ
VERIZON COMMUNICATIONS INC
+$989.8K
25,452
清仓
—
Nationwide Risk-Managed Income ETF
-$956.7K
0
-100%
建仓
KO
COCA COLA CO
+$942.9K
15,200
减持
QQQ
INVESCO QQQ TR
+$942.5K
20,143
-3%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$940.0K
6,500
减持
XLE
SELECT SECTOR SPDR TR
-$933.2K
63,740
-10%
减持
IYC
ISHARES TR
-$932.1K
49,125
-32%
减持
KBE
SPDR SER TR
-$930.4K
84,639
-6%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$925.7K
11,050
建仓
NKE
NIKE INC
+$911.1K
7,429
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$899.1K
1,560
建仓
USB
US BANCORP DEL
+$891.3K
24,724
建仓
TXN
TEXAS INSTRS INC
+$890.7K
4,789
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$885.6K
43,011
减持
VTV
VANGUARD INDEX FDS
-$883.5K
70,029
-7%
建仓
SHY
ISHARES TR
+$881.7K
10,731
建仓
—
ACCENTURE PLC IRELAND
+$874.7K
3,060
建仓
SYY
SYSCO CORP
+$856.2K
11,086
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$828.8K
35,000
建仓
TSLA
TESLA INC
+$810.1K
3,803
建仓
GPN
GLOBAL PMTS INC
+$797.5K
7,578
建仓
JPM
JPMORGAN CHASE & CO
+$793.9K
6,092
增持
V
VISA INC
+$791.1K
4,397
+356%
建仓
WMB
WILLIAMS COS INC
+$789.6K
26,442
建仓
DG
DOLLAR GEN CORP NEW
+$770.5K
3,661
建仓
ROST
ROSS STORES INC
+$770.4K
7,259
建仓
DIS
DISNEY WALT CO
+$768.8K
7,678
减持
IGV
ISHARES TR
-$738.9K
7,651
-36%
建仓
—
PIONEER NAT RES CO
+$729.8K
3,573
建仓
META
META PLATFORMS INC
+$727.8K
3,434
建仓
MRSH
MARSH & MCLENNAN COS INC
+$720.5K
4,326
建仓
CCOR
LISTED FD TR
+$706.0K
23,667
建仓
—
LINDE PLC
+$693.1K
1,950
建仓
PM
PHILIP MORRIS INTL INC
+$684.2K
7,036
建仓
AMGN
AMGEN INC
+$683.9K
2,829
建仓
CSCO
CISCO SYS INC
+$678.1K
12,971
建仓
CVS
CVS HEALTH CORP
+$665.7K
8,959
建仓
LMT
LOCKHEED MARTIN CORP
+$651.9K
1,379
建仓
MRK
MERCK & CO INC
+$650.5K
6,114
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$647.1K
12,859
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$622.6K
366
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$616.4K
6,294
建仓
UNP
UNION PAC CORP
+$612.7K
3,044
建仓
—
CHUBB LIMITED
+$598.5K
3,082
建仓
CION
CION INVT CORP
+$593.1K
60,095
建仓
JKHY
HENRY JACK & ASSOC INC
+$587.4K
3,897
建仓
CHE
CHEMED CORP NEW
+$580.8K
1,080
建仓
CTRA
COTERRA ENERGY INC
+$577.0K
23,514
建仓
T
AT&T INC
+$572.9K
29,759
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$572.5K
301,667
-5%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$570.7K
132,941
-4%
建仓
GLD
SPDR GOLD TR
+$570.0K
3,111
建仓
PG
PROCTER AND GAMBLE CO
+$568.4K
3,822
建仓
TRV
TRAVELERS COMPANIES INC
+$568.1K
3,314
建仓
STT
STATE STR CORP
+$559.7K
7,394
建仓
SPGI
S&P GLOBAL INC
+$555.2K
1,610
建仓
TFC
TRUIST FINL CORP
+$547.1K
16,043
建仓
PPG
PPG INDS INC
+$543.5K
4,069
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$541.3K
3,693
建仓
CAG
CONAGRA BRANDS INC
+$522.2K
13,902
建仓
HD
HOME DEPOT INC
+$522.0K
1,769
建仓
USTB
VICTORY PORTFOLIOS II
+$515.7K
10,514
建仓
—
TOTALENERGIES SE
+$514.5K
8,713
建仓
EQIX
EQUINIX INC
+$514.1K
713
建仓
GBIL
GOLDMAN SACHS ETF TR
+$512.1K
5,114
建仓
GSK
GSK PLC
+$489.0K
13,743
建仓
HOMB
HOME BANCSHARES INC
+$482.4K
22,220
建仓
ABBV
ABBVIE INC
+$480.8K
3,017
建仓
MCO
MOODYS CORP
+$461.2K
1,507
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$458.4K
6,577
建仓
APO
APOLLO GLOBAL MGMT INC
+$449.4K
7,115
建仓
GD
GENERAL DYNAMICS CORP
+$446.9K
1,958
建仓
SJM
SMUCKER J M CO
+$444.3K
2,823
建仓
NVO
NOVO-NORDISK A S
+$442.9K
2,783
建仓
SRE
SEMPRA
+$438.9K
2,903
建仓
SNY
SANOFI
+$437.8K
8,045
建仓
INGR
INGREDION INC
+$436.8K
4,294
建仓
ENB
ENBRIDGE INC
+$433.8K
11,372
建仓
ISTB
ISHARES TR
+$429.9K
9,117
建仓
CMCSA
COMCAST CORP NEW
+$426.5K
11,251
建仓
PNC
PNC FINL SVCS GROUP INC
+$422.9K
3,327
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$422.3K
9,349
建仓
TJX
TJX COS INC NEW
+$421.3K
5,376
建仓
CRGY
CRESCENT ENERGY COMPANY
+$418.5K
37,000
建仓
VNLA
JANUS DETROIT STR TR
+$417.5K
8,743
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$416.5K
1,349
建仓
EMXC
ISHARES INC
+$415.4K
8,420
建仓
RH
RH
+$412.3K
1,693
建仓
TSCO
TRACTOR SUPPLY CO
+$407.1K
1,732
建仓
GPC
GENUINE PARTS CO
+$404.1K
2,415
建仓
PULS
PGIM ETF TR
+$399.8K
8,110
建仓
BDX
BECTON DICKINSON & CO
+$398.6K
1,610
减持
IWF
ISHARES TR
+$393.0K
36,880
-8%
建仓
WFC
WELLS FARGO CO NEW
+$391.4K
10,471
建仓
GOOGL
ALPHABET INC
+$388.5K
3,583
清仓
FEP
First Trust Europe AlphaDEX
-$387.6K
0
-100%
建仓
—
UNILEVER PLC
+$386.1K
7,435
建仓
PFE
PFIZER INC
+$385.9K
9,458
建仓
SAP
SAP SE
+$384.7K
3,040
建仓
—
PERRIGO CO PLC
+$382.5K
10,665
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$373.7K
10,699
