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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 31
增持 48
减持 42
清仓 29
方向
标的
Δ市值
现股数(环比)
清仓
JBHT
HUNT J B TRANS SVCS INC
-$23.3M
0
-100%
减持
ACWV
ISHARES INC
-$11.9M
2,480
-98%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$7.8M
7,145
-97%
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
FOCT
FIRST TR EXCHNG TRADED FD VI
+$7.1M
182,981
建仓
YMAR
FIRST TR EXCHNG TRADED FD VI
+$5.1M
231,737
增持
SPYM
SPDR SER TR
+$4.1M
92,902
+346%
增持
BIL
SPDR SER TR
+$2.8M
40,248
+311%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.7M
5,381
-92%
建仓
—
PROSHARES TR
+$2.4M
79,879
建仓
MUB
ISHARES TR
+$2.1M
19,184
增持
JAAA
JANUS DETROIT STR TR
+$2.0M
62,446
+181%
清仓
XMPT
VANECK ETF TRUST
-$2.0M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
34,501
+2%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
0
-100%
清仓
OCSL
OAKTREE SPECIALTY LENDING CO
-$1.6M
0
-100%
建仓
TRIN
TRINITY CAP INC
+$1.5M
102,363
减持
IJR
ISHARES TR
+$1.5M
127,272
-3%
增持
WMT
WALMART INC
+$1.3M
154,078
+7%
清仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$1.2M
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$1.0M
16,700
-58%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$994.3K
28,449
减持
APO
APOLLO GLOBAL MGMT INC
-$888.5K
28,916
-28%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$837.5K
65,600
+0%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$775.6K
0
-100%
增持
IEFA
ISHARES TR
+$769.3K
117,090
+1%
增持
AOK
ISHARES TR
+$692.3K
57,067
+41%
减持
CCOR
LISTED FD TR
-$644.9K
18,176
-56%
建仓
ABT
ABBOTT LABS
+$618.2K
5,616
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$586.5K
3,985
-71%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$576.8K
0
-100%
清仓
IWF
ISHARES TR
-$560.1K
0
-100%
增持
AAPL
APPLE INC
+$540.5K
24,257
+1%
清仓
EQIX
EQUINIX INC
-$540.4K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$504.5K
14,247
清仓
GBIL
GOLDMAN SACHS ETF TR
-$477.4K
0
-100%
减持
IVV
ISHARES TR
+$468.8K
15,088
-4%
增持
EFA
ISHARES TR
+$463.0K
18,748
+36%
减持
MSFT
MICROSOFT CORP
+$462.6K
8,670
-2%
清仓
CION
CION INVT CORP
-$462.6K
0
-100%
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$446.8K
18,190
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$445.8K
8,241
+37%
清仓
USTB
VICTORY PORTFOLIOS II
-$418.6K
0
-100%
减持
BX
BLACKSTONE INC
-$413.3K
19,059
-30%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$408.2K
1,609
清仓
IEUR
ISHARES TR
-$400.7K
0
-100%
减持
VO
VANGUARD INDEX FDS
+$400.1K
39,255
-6%
清仓
XLV
SELECT SECTOR SPDR TR
-$389.7K
0
-100%
清仓
FDX
FEDEX CORP
-$387.3K
0
-100%
减持
AMZN
AMAZON COM INC
+$380.7K
15,696
-0%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$379.0K
230,279
-8%
清仓
EMXC
ISHARES INC
-$377.9K
0
-100%
增持
—
GLADSTONE CAPITAL CORP
+$371.9K
149,320
+17%
清仓
SJM
SMUCKER J M CO
-$368.3K
0
-100%
建仓
IWB
ISHARES TR
+$368.0K
1,403
减持
LGLV
SPDR SER TR
-$364.1K
3,068
-49%
清仓
—
PROSHARES TR
-$337.1K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$318.2K
5,874
-26%
建仓
BN
BROOKFIELD CORP
+$308.3K
7,685
减持
EOG
EOG RES INC
-$304.9K
49,788
-0%
增持
DG
DOLLAR GEN CORP NEW
+$292.1K
7,881
+7%
减持
VOO
VANGUARD INDEX FDS
+$287.1K
16,553
-6%
清仓
XLI
SELECT SECTOR SPDR TR
-$281.1K
0
-100%
建仓
—
BLACKROCK INC
+$279.3K
344
建仓
ISRG
INTUITIVE SURGICAL INC
+$274.7K
814
建仓
VUG
VANGUARD INDEX FDS
+$274.4K
883
建仓
PWR
QUANTA SVCS INC
+$271.3K
1,257
建仓
LEN
LENNAR CORP
+$265.1K
1,779
减持
CVX
CHEVRON CORP NEW
-$264.2K
12,100
-1%
清仓
CAVA
CAVA GROUP INC
-$263.4K
0
-100%
增持
PNNT
PENNANTPARK INVT CORP
+$262.2K
235,560
+14%
清仓
IDEV
ISHARES TR
-$250.8K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$248.2K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$243.8K
895
增持
KVUE
KENVUE INC
+$240.0K
22,190
+87%
建仓
CRM
SALESFORCE INC
+$239.2K
909
减持
XLE
SELECT SECTOR SPDR TR
-$236.8K
4,751
-32%
建仓
COF
CAPITAL ONE FINL CORP
+$236.7K
1,805
减持
—
MEDTRONIC PLC
-$235.3K
13,026
-22%
建仓
—
ICON PLC
+$235.2K
831
清仓
PII
POLARIS INC
-$234.6K
0
-100%
清仓
BAX
BAXTER INTL INC
-$232.7K
0
-100%
增持
META
META PLATFORMS INC
+$232.4K
3,279
+6%
建仓
AOS
SMITH A O CORP
+$230.8K
2,800
增持
PNC
PNC FINL SVCS GROUP INC
+$228.3K
4,582
+17%
建仓
PSA
PUBLIC STORAGE
+$228.2K
748
减持
PFF
ISHARES TR
-$225.6K
71,559
-12%
建仓
KLAC
KLA CORP
+$223.3K
384
建仓
PANW
PALO ALTO NETWORKS INC
+$219.1K
743
清仓
IBN
ICICI BANK LIMITED
-$219.1K
0
-100%
增持
UNP
UNION PAC CORP
+$217.2K
3,837
+8%
建仓
WPC
WP CAREY INC
+$217.1K
3,350
减持
QQQ
INVESCO QQQ TR
-$214.0K
2,287
-29%
清仓
ALB
ALBEMARLE CORP
-$212.6K
0
-100%
增持
MAIN
MAIN STR CAP CORP
+$212.0K
37,224
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$211.2K
25,612
+10%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$209.1K
11,269
+9%
增持
GAIN
GLADSTONE INVT CORP
+$208.8K
102,491
+5%
增持
JPM
JPMORGAN CHASE & CO
+$205.4K
6,219
+6%
建仓
PLD
PROLOGIS INC.
+$203.9K
1,530
建仓
SIGI
SELECTIVE INS GROUP INC
+$203.8K
2,049
建仓
ICFI
ICF INTL INC
+$203.4K
1,517
增持
GLDM
WORLD GOLD TR
+$202.8K
29,895
+7%
清仓
EWJ
ISHARES INC
-$201.6K
0
-100%
减持
INTC
INTEL CORP
+$199.3K
14,126
-2%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$198.0K
72,757
+8%
清仓
HLN
HALEON PLC
-$194.0K
0
-100%
减持
USB
US BANCORP DEL
+$193.2K
25,735
-8%
增持
TFC
TRUIST FINL CORP
+$191.0K
22,305
+1%
增持
—
ASTRAZENECA PLC
+$190.9K
7,231
+65%
增持
—
ACCENTURE PLC IRELAND
+$190.8K
4,034
+1%
增持
V
VISA INC
+$189.3K
5,482
+2%
增持
FDUS
FIDUS INVT CORP
+$182.4K
78,763
+11%
增持
NKE
NIKE INC
+$181.4K
8,627
+9%
增持
EXPE
EXPEDIA GROUP INC
+$180.7K
3,690
+0%
增持
SPGI
S&P GLOBAL INC
+$179.1K
2,051
+3%
建仓
WEST
WESTROCK COFFEE CO
+$178.9K
17,523
减持
GBDC
GOLUB CAP BDC INC
-$176.0K
100,701
-13%
增持
MOAT
VANECK ETF TRUST
+$172.0K
5,186
+47%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$170.7K
1,527
-25%
减持
DIS
DISNEY WALT CO
-$166.5K
7,239
-28%
减持
AVGO
BROADCOM INC
+$165.1K
589
-1%
建仓
—
PROSHARES TR
+$161.4K
12,000
减持
BND
VANGUARD BD INDEX FDS
-$160.6K
4,014
-39%
减持
GWW
GRAINGER W W INC
+$159.1K
1,233
-1%
减持
MLPX
GLOBAL X FDS
-$158.9K
39,147
-13%
减持
—
PERRIGO CO PLC
-$158.5K
6,251
-44%
增持
HD
HOME DEPOT INC
+$156.9K
2,524
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$156.8K
1,885
+13%
减持
ROST
ROSS STORES INC
+$154.0K
7,500
-4%
增持
MUNI
PIMCO ETF TR
+$151.8K
26,264
+6%
减持
CG
CARLYLE GROUP INC
+$149.6K
64,049
-21%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$147.1K
38,772
-9%
减持
SNY
SANOFI
-$147.1K
7,181
-24%
减持
SGOV
ISHARES TR
-$144.9K
15,694
-8%
增持
HTGC
HERCULES CAPITAL INC
+$143.2K
99,722
+8%
增持
INTU
INTUIT
+$142.7K
869
+11%
减持
CWB
SPDR SER TR
-$135.2K
7,070
-26%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$133.0K
107,657
+2%
增持
PYPL
PAYPAL HLDGS INC
+$132.6K
7,945
+31%
增持
NFLX
NETFLIX INC
+$131.2K
962
+8%
减持
COR
CENCORA INC
-$129.9K
6,311
-20%
减持
T
AT&T INC
-$125.2K
29,905
-28%
增持
ADBE
ADOBE INC
+$120.2K
651
+24%
增持
—
ASML HOLDING N V
+$117.2K
504
+12%
增持
LOW
LOWES COS INC
+$115.2K
7,568
+0%
减持
SCI
SERVICE CORP INTL
-$114.0K
4,095
-41%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$109.0K
8,710
+4%
增持
GD
GENERAL DYNAMICS CORP
+$107.6K
2,399
+3%
清仓
—
CANOPY GROWTH CORP
-$106.1K
0
-100%
增持
ANSS
ANSYS INC
+$104.9K
1,264
+6%
