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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 5
增持 2
减持 27
清仓 116
方向
标的
Δ市值
现股数(环比)
清仓
WMT
WALMART INC
-$17.0M
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$12.3M
0
-100%
清仓
IVV
ISHARES TR
-$6.3M
0
-100%
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。
减持
VTV
VANGUARD INDEX FDS
-$6.1M
24,810
-65%
清仓
VOO
VANGUARD INDEX FDS
-$5.9M
0
-100%
清仓
EOG
EOG RES INC
-$5.7M
0
-100%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$5.7M
75,539
减持
IWF
ISHARES TR
-$5.3M
13,552
-63%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$5.2M
192,609
-40%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$5.0M
50,732
-62%
减持
IEUR
ISHARES TR
-$4.6M
53,675
-62%
减持
ACWV
ISHARES INC
-$4.6M
64,877
-42%
减持
QQQ
INVESCO QQQ TR
-$4.4M
5,565
-72%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$4.1M
199,338
-34%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$4.1M
81,008
-39%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$3.8M
82,861
-39%
清仓
AAPL
APPLE INC
-$3.4M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$3.4M
23,640
-63%
减持
SPY
SPDR S&P 500 ETF TR
-$3.1M
20,000
-32%
减持
VO
VANGUARD INDEX FDS
-$2.9M
29,807
-34%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.7M
74,334
-44%
减持
IDEV
ISHARES TR
-$2.7M
30,839
-59%
建仓
CG
CARLYLE GROUP INC
+$2.6M
82,461
清仓
MINT
PIMCO ETF TR
-$2.6M
0
-100%
建仓
BX
BLACKSTONE INC
+$2.6M
27,885
建仓
KKR
KKR & CO INC
+$2.5M
44,367
清仓
FLOT
ISHARES TR
-$2.4M
0
-100%
清仓
MSFT
MICROSOFT CORP
-$2.3M
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.3M
0
-100%
减持
CWB
SPDR SER TR
-$2.2M
26,630
-56%
清仓
XMPT
VANECK ETF TRUST
-$2.2M
0
-100%
增持
IEFA
ISHARES TR
+$2.2M
78,408
+69%
增持
APO
APOLLO GLOBAL MGMT INC
+$2.2M
34,292
+382%
减持
PFF
ISHARES TR
-$2.0M
11,518
-85%
减持
XLI
SELECT SECTOR SPDR TR
-$2.0M
16,947
-55%
减持
KBE
SPDR SER TR
-$2.0M
32,085
-62%
减持
EWJ
ISHARES INC
-$1.8M
19,385
-62%
清仓
MLPX
GLOBAL X FDS
-$1.8M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$1.7M
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
39,833
-46%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.6M
0
-100%
减持
IYC
ISHARES TR
-$1.6M
22,514
-54%
清仓
VTEB
VANGUARD MUN BD FDS
-$1.6M
0
-100%
清仓
BIL
SPDR SER TR
-$1.5M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$1.5M
11,707
-51%
清仓
NVDA
NVIDIA CORPORATION
-$1.5M
0
-100%
清仓
GBDC
GOLUB CAP BDC INC
-$1.4M
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.4M
0
-100%
清仓
LOW
LOWES COS INC
-$1.4M
0
-100%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$1.4M
0
-100%
清仓
OCSL
OAKTREE SPECIALTY LENDING CO
-$1.3M
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$1.3M
0
-100%
清仓
AMZN
AMAZON COM INC
-$1.3M
0
-100%
清仓
AOK
ISHARES TR
-$1.3M
0
-100%
减持
IGV
ISHARES TR
-$1.3M
3,034
-60%
清仓
MAIN
MAIN STR CAP CORP
-$1.3M
0
-100%
清仓
COR
AMERISOURCEBERGEN CORP
-$1.3M
0
-100%
清仓
FDUS
FIDUS INVT CORP
-$1.3M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$1.2M
0
-100%
清仓
OBDC
OWL ROCK CAPITAL CORPORATION
-$1.2M
0
-100%
清仓
—
MEDTRONIC PLC
-$1.2M
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$1.2M
0
-100%
清仓
CSWC
CAPITAL SOUTHWEST CORP
-$1.2M
0
-100%
清仓
MUNI
PIMCO ETF TR
-$1.2M
0
-100%
清仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$1.2M
0
-100%
清仓
GAIN
GLADSTONE INVT CORP
-$1.2M
0
-100%
清仓
SPYM
SPDR SER TR
-$1.2M
0
-100%
清仓
TSLX
SIXTH STREET SPECIALTY LENDI
-$1.1M
0
-100%
清仓
SPSB
SPDR SER TR
-$1.1M
0
-100%
清仓
FLRN
SPDR SER TR
-$1.1M
0
-100%
清仓
HTGC
HERCULES CAPITAL INC
-$1.1M
0
-100%
清仓
—
GLADSTONE CAPITAL CORP
-$1.1M
0
-100%
清仓
GWW
GRAINGER W W INC
-$1.1M
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$1.1M
0
-100%
清仓
AGG
ISHARES TR
-$1.1M
0
-100%
清仓
ULST
SSGA ACTIVE ETF TR
-$1.1M
0
-100%
清仓
SPTM
SPDR SER TR
-$1.1M
0
-100%
清仓
EFA
ISHARES TR
-$1.1M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$1.0M
0
-100%
清仓
GLDM
WORLD GOLD TR
-$1.0M
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$989.8K
0
-100%
清仓
KO
COCA COLA CO
-$942.9K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$940.0K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$925.7K
0
-100%
清仓
NKE
NIKE INC
-$911.1K
0
-100%
减持
PNNT
PENNANTPARK INVT CORP
-$902.8K
10,986
-94%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$899.1K
0
-100%
清仓
USB
US BANCORP DEL
-$891.3K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$890.7K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$885.6K
0
-100%
清仓
SHY
ISHARES TR
-$881.7K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$874.7K
0
-100%
清仓
SYY
SYSCO CORP
-$856.2K
0
-100%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$828.8K
0
-100%
清仓
TSLA
TESLA INC
-$810.1K
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$797.5K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$793.9K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$789.6K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$770.5K
0
-100%
清仓
ROST
ROSS STORES INC
-$770.4K
0
-100%
清仓
DIS
DISNEY WALT CO
-$768.8K
0
-100%
减持
V
VISA INC
-$765.6K
951
-78%
清仓
—
PIONEER NAT RES CO
-$729.8K
0
-100%
清仓
META
META PLATFORMS INC
-$727.8K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$720.5K
0
-100%
清仓
CCOR
LISTED FD TR
-$706.0K
0
-100%
清仓
—
LINDE PLC
-$693.1K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$684.2K
0
-100%
清仓
AMGN
AMGEN INC
-$683.9K
0
-100%
清仓
CSCO
CISCO SYS INC
-$678.1K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$665.7K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$651.9K
0
-100%
清仓
MRK
MERCK & CO INC
-$650.5K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$647.1K
0
-100%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$622.6K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$616.4K
0
-100%
清仓
UNP
UNION PAC CORP
-$612.7K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$604.3K
0
-100%
清仓
—
CHUBB LIMITED
-$598.5K
0
-100%
清仓
CION
CION INVT CORP
-$593.1K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$587.4K
0
-100%
清仓
CHE
CHEMED CORP NEW
-$580.8K
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$577.0K
0
-100%
清仓
T
AT&T INC
-$572.9K
0
-100%
清仓
GLD
SPDR GOLD TR
-$570.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$568.4K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$568.1K
0
-100%
清仓
STT
STATE STR CORP
-$559.7K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$555.2K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$547.1K
0
-100%
清仓
PPG
PPG INDS INC
-$543.5K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$541.3K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$522.2K
0
-100%
清仓
HD
HOME DEPOT INC
-$522.0K
0
-100%
清仓
USTB
VICTORY PORTFOLIOS II
-$515.7K
0
-100%
减持
IJR
ISHARES TR
-$514.7K
67,035
-10%
清仓
—
TOTALENERGIES SE
-$514.5K
0
-100%
清仓
EQIX
EQUINIX INC
-$514.1K
0
-100%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$512.1K
0
-100%
清仓
GSK
GSK PLC
-$489.0K
0
-100%
清仓
HOMB
HOME BANCSHARES INC
-$482.4K
0
-100%
清仓
ABBV
ABBVIE INC
-$480.8K
0
-100%
清仓
MCO
MOODYS CORP
-$461.2K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$458.4K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$446.9K
0
-100%
清仓
SJM
SMUCKER J M CO
-$444.3K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$442.9K
0
-100%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$440.1K
8,336
清仓
SRE
SEMPRA
-$438.9K
0
-100%
清仓
SNY
SANOFI
-$437.8K
0
-100%
