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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 34
增持 13
减持 7
清仓 96
方向
标的
Δ市值
现股数(环比)
减持
WMT
WALMART INC
-$23.9M
2,413
-98%
减持
SPY
SPDR S&P 500 ETF TR
-$16.2M
486
-99%
清仓
IJR
ISHARES TR
-$13.8M
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。
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$11.9M
0
-100%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$9.3M
0
-100%
清仓
RWL
INVESCO EXCH TRADED FD TR II
-$9.3M
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$9.1M
0
-100%
清仓
IEFA
ISHARES TR
-$8.2M
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$7.2M
0
-100%
清仓
IVV
ISHARES TR
-$7.2M
0
-100%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$7.1M
0
-100%
建仓
AMLP
ALPS ETF TR
+$7.0M
177,838
建仓
SO
SOUTHERN CO
+$6.2M
84,477
清仓
EOG
EOG RES INC
-$6.0M
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$5.8M
0
-100%
清仓
SPYM
SPDR SER TR
-$5.2M
0
-100%
清仓
YMAR
FIRST TR EXCHNG TRADED FD VI
-$5.1M
0
-100%
清仓
MINT
PIMCO ETF TR
-$4.8M
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$4.8M
49,037
建仓
AEP
AMERICAN ELEC PWR CO INC
+$4.4M
47,025
建仓
AMD
ADVANCED MICRO DEVICES INC
+$4.3M
48,656
建仓
MAA
MID-AMER APT CMNTYS INC
+$4.2M
27,663
增持
PSA
PUBLIC STORAGE
+$3.8M
13,836
+1750%
清仓
BIL
SPDR SER TR
-$3.7M
0
-100%
清仓
FLOT
ISHARES TR
-$3.5M
0
-100%
清仓
OZK
BANK OZK LITTLE ROCK ARK
-$3.3M
0
-100%
减持
AAPL
APPLE INC
-$3.2M
8,922
-63%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$3.2M
15,742
建仓
TIP
ISHARES TR
+$3.2M
28,850
清仓
JAAA
JANUS DETROIT STR TR
-$3.1M
0
-100%
建仓
PPL
PPL CORP
+$3.0M
104,093
增持
LLY
ELI LILLY & CO
+$2.9M
8,456
+1492%
增持
PYPL
PAYPAL HLDGS INC
+$2.9M
45,277
+470%
建仓
ED
CONSOLIDATED EDISON INC
+$2.8M
28,546
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$2.8M
34,897
减持
MSFT
MICROSOFT CORP
-$2.7M
1,910
-78%
清仓
APO
APOLLO GLOBAL MGMT INC
-$2.7M
0
-100%
清仓
BILZ
PIMCO ETF TR
-$2.7M
0
-100%
清仓
CG
CARLYLE GROUP INC
-$2.6M
0
-100%
清仓
KKR
KKR & CO INC
-$2.6M
0
-100%
清仓
BX
BLACKSTONE INC
-$2.5M
0
-100%
清仓
—
PROSHARES TR
-$2.4M
0
-100%
增持
PLD
PROLOGIS INC.
+$2.3M
20,231
+1222%
清仓
NVDA
NVIDIA CORPORATION
-$2.3M
0
-100%
增持
TXN
TEXAS INSTRS INC
+$2.3M
16,902
+311%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$2.3M
20,442
清仓
PFF
ISHARES TR
-$2.2M
0
-100%
建仓
RJF
RAYMOND JAMES FINL INC
+$2.1M
22,411
建仓
—
SABA CAPITAL INCOME & OPPORT
+$2.1M
506,227
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.1M
0
-100%
清仓
MUB
ISHARES TR
-$2.1M
0
-100%
建仓
—
FIRST TR MLP & ENERGY INCOM
+$2.1M
266,582
清仓
AOK
ISHARES TR
-$2.1M
0
-100%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$2.0M
94,527
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.0M
0
-100%
清仓
SYM
SYMBOTIC INC
-$2.0M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.9M
0
-100%
建仓
A
AGILENT TECHNOLOGIES INC
+$1.8M
13,006
清仓
MLPX
GLOBAL X FDS
-$1.7M
0
-100%
建仓
AEE
AMEREN CORP
+$1.7M
19,317
建仓
D
DOMINION ENERGY INC
+$1.7M
29,710
增持
CVX
CHEVRON CORP NEW
+$1.7M
20,731
+71%
建仓
LNG
CHENIERE ENERGY INC
+$1.7M
11,286
增持
AMGN
AMGEN INC
+$1.7M
10,578
+244%
清仓
LOW
LOWES COS INC
-$1.7M
0
-100%
清仓
HTGC
HERCULES CAPITAL INC
-$1.7M
0
-100%
清仓
PNNT
PENNANTPARK INVT CORP
-$1.6M
0
-100%
清仓
CSWC
CAPITAL SOUTHWEST CORP
-$1.6M
0
-100%
清仓
MAIN
MAIN STR CAP CORP
-$1.6M
0
-100%
清仓
—
GLADSTONE CAPITAL CORP
-$1.6M
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$1.6M
5,312
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$1.6M
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
+$1.6M
8,149
+299%
建仓
MOS
MOSAIC CO NEW
+$1.6M
36,002
清仓
SGOV
ISHARES TR
-$1.6M
0
-100%
清仓
TSLX
SIXTH STREET SPECIALTY LENDI
-$1.6M
0
-100%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$1.6M
0
-100%
清仓
FDUS
FIDUS INVT CORP
-$1.6M
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$1.5M
0
-100%
清仓
GBDC
GOLUB CAP BDC INC
-$1.5M
0
-100%
增持
TMUS
T-MOBILE US INC
+$1.5M
12,421
+567%
清仓
TRIN
TRINITY CAP INC
-$1.5M
0
-100%
建仓
WSBC
WESBANCO INC
+$1.5M
50,954
清仓
GAIN
GLADSTONE INVT CORP
-$1.5M
0
-100%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
清仓
V
VISA INC
-$1.4M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$1.4M
0
-100%
清仓
EFA
ISHARES TR
-$1.4M
0
-100%
清仓
MUNI
PIMCO ETF TR
-$1.4M
0
-100%
建仓
EQR
EQUITY RESIDENTIAL
+$1.3M
21,550
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.3M
16,277
+255%
清仓
COR
CENCORA INC
-$1.3M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
3,971
+169%
建仓
CHDN
CHURCHILL DOWNS INC
+$1.2M
4,748
清仓
GLDM
WORLD GOLD TR
-$1.2M
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$1.2M
0
-100%
清仓
META
META PLATFORMS INC
-$1.2M
0
-100%
建仓
XFRAX
BLACKROCK FLOATING RATE INCO
+$1.1M
96,512
清仓
USB
US BANCORP DEL
-$1.1M
0
-100%
建仓
XEVTX
EATON VANCE TAX ADVT DIV INC
+$1.1M
48,296
清仓
MDLZ
MONDELEZ INTL INC
-$1.1M
0
-100%
建仓
—
FIRST TR ABRDN GBL OPP INCM
+$1.1M
183,772
清仓
—
MEDTRONIC PLC
-$1.1M
0
-100%
建仓
CROX
CROCS INC
+$1.0M
7,105
清仓
ROST
ROSS STORES INC
-$1.0M
0
-100%
清仓
FLRN
SPDR SER TR
-$1.0M
0
-100%
清仓
WMB
WILLIAMS COS INC
-$1.0M
0
-100%
清仓
GWW
GRAINGER W W INC
-$1.0M
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.0M
0
-100%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
23,112
-50%
增持
RTX
RTX CORPORATION
+$1.0M
13,447
+205%
清仓
AGG
ISHARES TR
-$1.0M
0
-100%
清仓
SPTM
SPDR SER TR
-$1.0M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$1.0M
0
-100%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$994.3K
0
-100%
清仓
KO
COCA COLA CO
-$975.7K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$965.6K
0
-100%
清仓
UNP
UNION PAC CORP
-$942.3K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$936.6K
0
-100%
清仓
NKE
NIKE INC
-$936.6K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$903.5K
0
-100%
清仓
LDUR
PIMCO ETF TR
-$899.4K
0
-100%
建仓
VTR
VENTAS INC
+$875.3K
19,373
清仓
HD
HOME DEPOT INC
-$874.5K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$852.5K
0
-100%
清仓
—
PIONEER NAT RES CO
-$838.5K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$823.5K
0
-100%
清仓
MRK
MERCK & CO INC
-$798.5K
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$777.7K
53,780
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$762.4K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$756.3K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$751.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$737.7K
2,976
-62%
减持
TSLA
TESLA INC
-$736.6K
1,609
-59%
清仓
JKHY
HENRY JACK & ASSOC INC
-$725.7K
0
-100%
清仓
SYY
SYSCO CORP
-$725.5K
0
-100%
建仓
HUM
HUMANA INC
+$719.1K
1,464
清仓
—
CHUBB LIMITED
-$711.3K
0
-100%
清仓
INTC
INTEL CORP
-$709.8K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$709.3K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$708.6K
0
-100%
清仓
—
LINDE PLC
-$708.0K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$700.1K
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$697.6K
0
-100%
增持
MCK
MCKESSON CORP
+$691.1K
2,649
+368%
清仓
GSK
GSK PLC
-$677.6K
0
-100%
建仓
VBF
INVESCO BD FD
+$677.2K
43,354
建仓
NDAQ
NASDAQ INC
+$674.0K
11,830
清仓
PPG
PPG INDS INC
-$662.6K
0
-100%
