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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 98
增持 6
减持 11
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
WMT
WALMART INC
+$31.6M
472,293
+19473%
建仓
GAP
GAP INC
+$20.7M
864,403
建仓
JBHT
HUNT J B TRANS SVCS INC
+$19.8M
123,467
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。
增持
SPY
SPDR S&P 500 ETF TR
+$16.5M
30,720
+6221%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$10.6M
194,507
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$8.3M
89,615
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$8.2M
78,768
建仓
VO
VANGUARD INDEX FDS
+$8.1M
33,492
建仓
IVV
ISHARES TR
+$8.1M
14,787
建仓
VOO
VANGUARD INDEX FDS
+$7.8M
15,670
建仓
IEFA
ISHARES TR
+$7.7M
105,858
建仓
EOG
EOG RES INC
+$7.7M
60,931
建仓
NVDA
NVIDIA CORPORATION
+$7.3M
57,885
清仓
AMLP
ALPS ETF TR
-$7.0M
0
-100%
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$6.5M
156,369
清仓
SO
SOUTHERN CO
-$6.2M
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$4.8M
0
-100%
建仓
MINT
PIMCO ETF TR
+$4.7M
46,837
建仓
YMAR
FIRST TR EXCHNG TRADED FD VI
+$4.5M
195,097
清仓
AEP
AMERICAN ELEC PWR CO INC
-$4.4M
0
-100%
建仓
BIL
SPDR SER TR
+$4.4M
47,618
清仓
AMD
ADVANCED MICRO DEVICES INC
-$4.3M
0
-100%
清仓
MAA
MID-AMER APT CMNTYS INC
-$4.2M
0
-100%
建仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$4.0M
298,274
清仓
PSA
PUBLIC STORAGE
-$4.0M
0
-100%
增持
AAPL
APPLE INC
+$4.0M
25,893
+190%
建仓
FLOT
ISHARES TR
+$3.6M
69,863
增持
MSFT
MICROSOFT CORP
+$3.5M
8,968
+370%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$3.2M
0
-100%
清仓
TIP
ISHARES TR
-$3.2M
0
-100%
建仓
—
PROSHARES TR
+$3.1M
135,943
建仓
JAAA
JANUS DETROIT STR TR
+$3.1M
60,193
清仓
PPL
PPL CORP
-$3.0M
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$2.8M
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$2.8M
0
-100%
建仓
BILZ
PIMCO ETF TR
+$2.7M
26,734
减持
PYPL
PAYPAL HLDGS INC
-$2.7M
11,525
-75%
减持
LLY
ELI LILLY & CO
-$2.7M
628
-93%
建仓
OZK
BANK OZK LITTLE ROCK ARK
+$2.5M
61,750
清仓
SPG
SIMON PPTY GROUP INC NEW
-$2.3M
0
-100%
减持
PLD
PROLOGIS INC.
-$2.2M
2,845
-86%
清仓
RJF
RAYMOND JAMES FINL INC
-$2.1M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$2.1M
4,387
-74%
清仓
—
SABA CAPITAL INCOME & OPPORT
-$2.1M
0
-100%
建仓
PFF
ISHARES TR
+$2.1M
67,535
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
37,498
建仓
AOK
ISHARES TR
+$2.1M
57,067
清仓
—
FIRST TR MLP & ENERGY INCOM
-$2.1M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$2.0M
3,947
建仓
HTGC
HERCULES CAPITAL INC
+$2.0M
98,034
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$2.0M
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.8M
15,341
清仓
A
AGILENT TECHNOLOGIES INC
-$1.8M
0
-100%
建仓
MAIN
MAIN STR CAP CORP
+$1.8M
35,617
建仓
PNNT
PENNANTPARK INVT CORP
+$1.8M
236,456
建仓
CSWC
CAPITAL SOUTHWEST CORP
+$1.8M
68,019
清仓
AEE
AMEREN CORP
-$1.7M
0
-100%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$1.7M
56,451
建仓
SYM
SYMBOTIC INC
+$1.7M
49,114
建仓
MLPX
GLOBAL X FDS
+$1.7M
33,792
建仓
GLAD
GLADSTONE CAPITAL CORP
+$1.7M
74,039
清仓
D
DOMINION ENERGY INC
-$1.7M
0
-100%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.7M
37,389
建仓
META
META PLATFORMS INC
+$1.7M
3,383
清仓
LNG
CHENIERE ENERGY INC
-$1.7M
0
-100%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.6M
106,494
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.6M
65,988
建仓
GBDC
GOLUB CAP BDC INC
+$1.6M
101,821
建仓
V
VISA INC
+$1.6M
6,083
清仓
PAYC
PAYCOM SOFTWARE INC
-$1.6M
0
-100%
建仓
ARCC
ARES CAPITAL CORP
+$1.6M
76,393
清仓
MOS
MOSAIC CO NEW
-$1.6M
0
-100%
建仓
LOW
LOWES COS INC
+$1.6M
7,083
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$1.6M
72,849
建仓
FDUS
FIDUS INVT CORP
+$1.5M
78,060
清仓
WSBC
WESBANCO INC
-$1.5M
0
-100%
减持
AMGN
AMGEN INC
-$1.5M
3,600
-66%
减持
CVX
CHEVRON CORP NEW
-$1.5M
13,124
-37%
建仓
TRIN
TRINITY CAP INC
+$1.4M
102,235
建仓
GAIN
GLADSTONE INVT CORP
+$1.4M
101,956
建仓
KKR
KKR & CO INC
+$1.4M
13,536
建仓
—
ACCENTURE PLC IRELAND
+$1.4M
4,626
减持
TMUS
T-MOBILE US INC
-$1.4M
2,359
-81%
减持
TSCO
TRACTOR SUPPLY CO
-$1.4M
2,338
-71%
清仓
RTX
RTX CORPORATION
-$1.4M
0
-100%
建仓
MUNI
PIMCO ETF TR
+$1.4M
26,264
清仓
EQR
EQUITY RESIDENTIAL
-$1.3M
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.3M
4,461
-73%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$1.3M
31,637
建仓
SPYM
SPDR SER TR
+$1.3M
20,290
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
7,787
建仓
EFA
ISHARES TR
+$1.3M
16,158
清仓
CHDN
CHURCHILL DOWNS INC
-$1.2M
0
-100%
建仓
GOOGL
ALPHABET INC
+$1.2M
6,555
建仓
CG
CARLYLE GROUP INC
+$1.2M
29,378
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
51,294
+122%
建仓
BX
BLACKSTONE INC
+$1.2M
9,305
建仓
HD
HOME DEPOT INC
+$1.1M
3,338
清仓
XFRAX
BLACKROCK FLOATING RATE INCO
-$1.1M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.1M
17,984
-19%
建仓
GWW
GRAINGER W W INC
+$1.1M
1,234
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.1M
12,047
清仓
XEVTX
EATON VANCE TAX ADVT DIV INC
-$1.1M
0
-100%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$1.1M
25,617
建仓
MA
MASTERCARD INCORPORATED
+$1.1M
2,449
清仓
—
FIRST TR ABRDN GBL OPP INCM
-$1.1M
0
-100%
建仓
WMB
WILLIAMS COS INC
+$1.1M
25,128
建仓
USB
US BANCORP DEL
+$1.1M
26,768
建仓
UNP
UNION PAC CORP
+$1.1M
4,696
清仓
CROX
CROCS INC
-$1.0M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.0M
1,876
-53%
建仓
KO
COCA COLA CO
+$1.0M
16,139
建仓
—
MEDTRONIC PLC
+$1.0M
12,789
建仓
MRK
MERCK & CO INC
+$999.6K
8,074
建仓
MRSH
MARSH & MCLENNAN COS INC
+$993.3K
4,714
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$986.1K
1,783
建仓
AVGO
BROADCOM INC
+$930.6K
580
建仓
LDUR
PIMCO ETF TR
+$900.8K
9,515
建仓
DIS
DISNEY WALT CO
+$881.5K
8,878
清仓
VTR
VENTAS INC
-$875.3K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$857.1K
1,922
建仓
TFC
TRUIST FINL CORP
+$841.7K
21,666
建仓
—
CHUBB LIMITED
+$812.8K
3,186
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$801.1K
1,091
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$795.1K
1,955
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$777.7K
0
-100%
建仓
ROST
ROSS STORES INC
+$777.0K
5,347
建仓
KVUE
KENVUE INC
+$772.7K
42,503
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$766.6K
3,891
建仓
GSK
GSK PLC
+$753.0K
19,558
建仓
JKHY
HENRY JACK & ASSOC INC
+$748.9K
4,511
建仓
NVO
NOVO-NORDISK A S
+$745.3K
5,221
建仓
TJX
TJX COS INC NEW
+$742.6K
6,745
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$742.2K
4,270
建仓
WFC
WELLS FARGO CO NEW
+$740.2K
12,463
增持
PM
PHILIP MORRIS INTL INC
+$736.9K
9,291
+344%
建仓
CTRA
COTERRA ENERGY INC
+$730.8K
27,400
建仓
—
LINDE PLC
+$722.0K
1,645
清仓
HUM
HUMANA INC
-$719.1K
0
-100%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$718.7K
7,148
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$718.2K
11,475
建仓
NFLX
NETFLIX INC
+$704.6K
1,044
建仓
—
ASTRAZENECA PLC
+$704.1K
9,028
建仓
ABBV
ABBVIE INC
+$702.8K
4,098
建仓
INTU
INTUIT
+$701.7K
1,068
建仓
ABT
ABBOTT LABS
+$697.7K
6,714
建仓
—
UNILEVER PLC
+$684.3K
12,444
建仓
MDLZ
MONDELEZ INTL INC
+$682.5K
10,429
清仓
VBF
INVESCO BD FD
-$677.2K
0
-100%
建仓
PYLD
PIMCO ETF TR
+$676.0K
26,363
