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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 121
增持 15
减持 11
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
JBHT
HUNT J B TRANS SVCS INC
+$23.3M
123,654
建仓
WMT
WALMART INC
+$23.0M
143,771
建仓
VOO
VANGUARD INDEX FDS
+$6.9M
17,681
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。
建仓
IVV
ISHARES TR
+$6.7M
15,690
建仓
EOG
EOG RES INC
+$6.3M
49,911
增持
ACWV
ISHARES INC
+$5.8M
127,320
+96%
增持
IJR
ISHARES TR
+$5.6M
130,540
+95%
增持
SPY
SPDR S&P 500 ETF TR
+$5.6M
33,890
+69%
建仓
MINT
PIMCO ETF TR
+$4.9M
48,832
建仓
AAPL
APPLE INC
+$4.1M
24,121
建仓
FLOT
ISHARES TR
+$3.5M
68,831
减持
IWF
ISHARES TR
-$3.2M
2,106
-84%
减持
VTV
VANGUARD INDEX FDS
-$2.9M
4,421
-82%
建仓
MSFT
MICROSOFT CORP
+$2.8M
8,860
建仓
BILZ
PIMCO ETF TR
+$2.7M
26,636
增持
RWL
INVESCO EXCH TRADED FD TR II
+$2.6M
118,311
+43%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.4M
250,696
+30%
建仓
OZK
BANK OZK LITTLE ROCK ARK
+$2.4M
65,588
减持
IEUR
ISHARES TR
-$2.4M
8,070
-85%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
42,546
建仓
NVDA
NVIDIA CORPORATION
+$2.2M
5,070
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.2M
13,872
-73%
增持
IEFA
ISHARES TR
+$2.2M
116,053
+48%
增持
VO
VANGUARD INDEX FDS
+$2.2M
41,933
+41%
增持
PFF
ISHARES TR
+$2.1M
81,509
+608%
建仓
CVX
CHEVRON CORP NEW
+$2.1M
12,270
建仓
XMPT
VANECK ETF TRUST
+$2.0M
106,676
建仓
AMZN
AMAZON COM INC
+$2.0M
15,766
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$2.0M
102,640
+27%
建仓
MLPX
GLOBAL X FDS
+$1.9M
44,962
建仓
VTEB
VANGUARD MUN BD FDS
+$1.9M
39,431
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.9M
3,726
建仓
SGOV
ISHARES TR
+$1.7M
17,070
建仓
GBDC
GOLUB CAP BDC INC
+$1.7M
115,648
建仓
CSWC
CAPITAL SOUTHWEST CORP
+$1.7M
73,977
减持
IDEV
ISHARES TR
-$1.6M
4,303
-86%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$1.6M
59,254
清仓
IYC
ISHARES TR
-$1.6M
0
-100%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$1.6M
79,030
建仓
LOW
LOWES COS INC
+$1.6M
7,549
建仓
ARCC
ARES CAPITAL CORP
+$1.6M
79,983
减持
XLI
SELECT SECTOR SPDR TR
-$1.5M
2,773
-84%
建仓
HTGC
HERCULES CAPITAL INC
+$1.5M
92,519
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.5M
105,125
建仓
COR
CENCORA INC
+$1.4M
7,924
建仓
MAIN
MAIN STR CAP CORP
+$1.4M
34,388
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$1.4M
67,199
建仓
AOK
ISHARES TR
+$1.4M
40,359
建仓
FDUS
FIDUS INVT CORP
+$1.4M
71,270
建仓
—
MEDTRONIC PLC
+$1.3M
16,697
增持
PNNT
PENNANTPARK INVT CORP
+$1.3M
207,519
+1789%
建仓
JNJ
JOHNSON & JOHNSON
+$1.3M
8,323
减持
XLE
SELECT SECTOR SPDR TR
-$1.3M
7,026
-70%
建仓
SYM
SYMBOTIC INC
+$1.3M
38,000
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.2M
7,966
建仓
GAIN
GLADSTONE INVT CORP
+$1.2M
97,444
建仓
MUNI
PIMCO ETF TR
+$1.2M
24,664
建仓
—
GLADSTONE CAPITAL CORP
+$1.2M
127,164
建仓
—
ACCENTURE PLC IRELAND
+$1.2M
3,988
减持
CWB
SPDR SER TR
-$1.2M
9,517
-64%
建仓
MA
MASTERCARD INCORPORATED
+$1.2M
3,040
建仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
+$1.2M
114,860
减持
XLV
SELECT SECTOR SPDR TR
-$1.2M
3,027
-74%
清仓
KBE
SPDR SER TR
-$1.2M
0
-100%
建仓
CCOR
LISTED FD TR
+$1.1M
41,470
建仓
JAAA
JANUS DETROIT STR TR
+$1.1M
22,240
建仓
AGG
ISHARES TR
+$1.1M
11,590
建仓
WMB
WILLIAMS COS INC
+$1.1M
31,684
建仓
MDLZ
MONDELEZ INTL INC
+$1.1M
15,331
清仓
IGV
ISHARES TR
-$1.0M
0
-100%
建仓
SPYM
SPDR SER TR
+$1.0M
20,850
建仓
FLRN
SPDR SER TR
+$1.0M
33,930
建仓
GLDM
WORLD GOLD TR
+$1.0M
27,829
增持
V
VISA INC
+$1.0M
5,382
+466%
减持
EWJ
ISHARES INC
-$998.3K
3,343
-83%
建仓
TSLA
TESLA INC
+$992.4K
3,887
建仓
SPTM
SPDR SER TR
+$981.7K
18,703
建仓
KO
COCA COLA CO
+$978.5K
17,479
建仓
EFA
ISHARES TR
+$949.6K
13,779
增持
APO
APOLLO GLOBAL MGMT INC
+$949.2K
39,919
+16%
建仓
META
META PLATFORMS INC
+$928.2K
3,092
建仓
USB
US BANCORP DEL
+$920.6K
27,846
建仓
—
PIONEER NAT RES CO
+$918.1K
4,000
减持
QQQ
INVESCO QQQ TR
-$905.3K
3,211
-42%
建仓
BIL
SPDR SER TR
+$898.4K
9,784
建仓
LDUR
PIMCO ETF TR
+$888.7K
9,480
建仓
ROST
ROSS STORES INC
+$883.9K
7,825
建仓
GWW
GRAINGER W W INC
+$862.3K
1,246
建仓
MRSH
MARSH & MCLENNAN COS INC
+$859.3K
4,516
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$854.6K
6,032
建仓
JPM
JPMORGAN CHASE & CO
+$852.5K
5,879
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$843.8K
1,667
建仓
AMGN
AMGEN INC
+$836.8K
3,113
建仓
DIS
DISNEY WALT CO
+$820.1K
10,118
建仓
LGLV
SPDR SER TR
+$808.9K
6,058
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$807.1K
10,341
建仓
TXN
TEXAS INSTRS INC
+$796.6K
5,010
建仓
DG
DOLLAR GEN CORP NEW
+$779.3K
7,365
建仓
SYY
SYSCO CORP
+$776.1K
11,750
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$775.6K
35,000
建仓
MRK
MERCK & CO INC
+$770.3K
7,482
建仓
PM
PHILIP MORRIS INTL INC
+$765.5K
8,269
建仓
NKE
NIKE INC
+$755.2K
7,898
建仓
VZ
VERIZON COMMUNICATIONS INC
+$754.4K
23,275
建仓
CSCO
CISCO SYS INC
+$751.9K
13,987
建仓
CTRA
COTERRA ENERGY INC
+$738.1K
27,286
建仓
—
LINDE PLC
+$730.8K
1,963
建仓
UNP
UNION PAC CORP
+$725.2K
3,561
建仓
SPGI
S&P GLOBAL INC
+$724.4K
1,982
建仓
HD
HOME DEPOT INC
+$717.7K
2,375
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$715.3K
2,042
建仓
—
EXXON MOBIL CORP
+$703.1K
5,980
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$701.7K
59,751
+99%
建仓
CVS
CVS HEALTH CORP
+$700.8K
10,037
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$691.1K
379
建仓
GSK
GSK PLC
+$686.9K
18,949
建仓
—
CHUBB LIMITED
+$681.3K
3,273
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$670.7K
3,746
建仓
TRV
TRAVELERS COMPANIES INC
+$655.5K
4,014
建仓
PG
PROCTER AND GAMBLE CO
+$636.9K
4,367
建仓
JKHY
HENRY JACK & ASSOC INC
+$636.1K
4,209
建仓
TFC
TRUIST FINL CORP
+$632.5K
22,106
建仓
VOT
VANGUARD INDEX FDS
+$628.5K
3,227
建仓
T
AT&T INC
+$627.0K
41,747
建仓
GPN
GLOBAL PMTS INC
+$617.8K
5,354
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$612.8K
44,978
+41%
建仓
PPG
PPG INDS INC
+$610.4K
4,702
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$609.8K
48,909
+48%
建仓
VOE
VANGUARD INDEX FDS
+$592.6K
4,525
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$591.1K
8,335
建仓
LMT
LOCKHEED MARTIN CORP
+$589.0K
1,440
建仓
GOOGL
ALPHABET INC
+$588.2K
4,368
建仓
GLD
SPDR GOLD TR
+$578.5K
3,374
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$576.8K
14,798
建仓
CHE
CHEMED CORP NEW
+$574.3K
1,105
建仓
EQIX
EQUINIX INC
+$540.4K
744
建仓
WFC
WELLS FARGO CO NEW
+$531.3K
13,002
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$522.5K
10,412
建仓
GD
GENERAL DYNAMICS CORP
+$515.2K
2,332
建仓
TJX
TJX COS INC NEW
+$515.1K
5,795
建仓
STT
STATE STR CORP
+$513.8K
7,673
建仓
ABBV
ABBVIE INC
+$513.3K
3,443
建仓
INTC
INTEL CORP
+$510.5K
14,361
建仓
CMCSA
COMCAST CORP NEW
+$510.0K
11,502
建仓
GOOG
ALPHABET INC
+$508.4K
3,729
建仓
SNY
SANOFI
+$504.2K
9,399
建仓
AVGO
BROADCOM INC
+$492.1K
592
建仓
NVO
NOVO-NORDISK A S
+$491.4K
5,404
建仓
SRE
SEMPRA
+$481.9K
7,084
建仓
PNC
PNC FINL SVCS GROUP INC
+$481.3K
3,920
