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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 46
增持 79
减持 12
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$8.8M
191,952
增持
NVDA
NVIDIA CORPORATION
+$8.7M
132,110
+128%
增持
WMT
WALMART INC
+$8.0M
494,698
+5%
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
VO
VANGUARD INDEX FDS
-$7.8M
5,744
-83%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$6.5M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$4.1M
155,129
+405%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$4.0M
0
-100%
增持
—
PROSHARES TR
+$3.8M
335,151
+147%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.7M
27,682
+255%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.4M
242,768
+25%
增持
JAAA
JANUS DETROIT STR TR
+$3.0M
119,909
+99%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$2.8M
100,315
+27%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$2.5M
114,415
+28%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
7,422
+88%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
74,304
+98%
增持
META
META PLATFORMS INC
+$2.0M
6,410
+89%
增持
YMAR
FIRST TR EXCHNG TRADED FD VI
+$1.9M
264,939
+36%
增持
MLPX
GLOBAL X FDS
+$1.8M
65,501
+94%
增持
—
EXXON MOBIL CORP
+$1.8M
215,115
+2107%
增持
SPYM
SPDR SER TR
+$1.7M
44,653
+120%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.7M
67,185
+112%
增持
V
VISA INC
+$1.7M
11,870
+95%
增持
MAIN
MAIN STR CAP CORP
+$1.7M
69,067
+94%
建仓
GLDM
WORLD GOLD TR
+$1.7M
31,766
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
14,620
+99%
建仓
QQQ
INVESCO QQQ TR
+$1.6M
3,261
增持
JBHT
HUNT J B TRANS SVCS INC
+$1.6M
123,654
+0%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$1.5M
110,624
+96%
减持
BIL
SPDR SER TR
-$1.5M
31,338
-34%
建仓
PSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
21,861
增持
GBDC
GOLUB CAP BDC INC
+$1.5M
203,230
+100%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.4M
209,617
+97%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$1.4M
144,698
+99%
清仓
CG
CARLYLE GROUP INC
-$1.2M
0
-100%
减持
KKR
KKR & CO INC
-$1.2M
2,018
-85%
增持
PYPL
PAYPAL HLDGS INC
+$1.1M
23,185
+101%
建仓
RTX
RTX CORPORATION
+$1.1M
9,315
增持
MA
MASTERCARD INCORPORATED
+$1.1M
4,439
+81%
减持
APO
APOLLO GLOBAL MGMT INC
-$1.1M
5,678
-63%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$1.1M
22,468
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
1,180
+349%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$990.5K
2,025
+86%
增持
SPGI
S&P GLOBAL INC
+$990.0K
3,575
+86%
增持
AVGO
BROADCOM INC
+$970.8K
11,023
+1801%
增持
TFC
TRUIST FINL CORP
+$953.9K
41,984
+94%
减持
BX
BLACKSTONE INC
-$939.6K
1,387
-85%
增持
—
CHUBB LIMITED
+$918.9K
6,005
+88%
减持
FLOT
ISHARES TR
-$915.3K
51,999
-26%
建仓
COR
CENCORA INC
+$907.7K
4,033
增持
GLD
SPDR GOLD TR
+$898.7K
6,682
+98%
建仓
TRV
TRAVELERS COMPANIES INC
+$891.8K
3,809
增持
GSK
GSK PLC
+$872.8K
39,769
+103%
增持
MRK
MERCK & CO INC
+$870.0K
16,463
+104%
增持
SNY
SANOFI
+$849.1K
24,274
+114%
增持
—
LINDE PLC
+$814.0K
3,221
+96%
增持
CSCO
CISCO SYS INC
+$795.9K
26,467
+105%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$761.6K
7,107
+83%
增持
TSLA
TESLA INC
+$754.9K
4,870
+94%
建仓
PWR
QUANTA SVCS INC
+$749.1K
2,512
增持
NFLX
NETFLIX INC
+$743.0K
2,041
+95%
增持
NEE
NEXTERA ENERGY INC
+$726.0K
15,575
+87%
增持
AAPL
APPLE INC
+$685.1K
26,346
+2%
增持
JLL
JONES LANG LASALLE INC
+$662.4K
4,300
+77%
增持
ORCL
ORACLE CORP
+$644.9K
7,023
+80%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$629.1K
18,431
+77%
增持
CHE
CHEMED CORP NEW
+$617.4K
1,979
+88%
清仓
—
LAM RESEARCH CORP
-$581.6K
0
-100%
增持
SGOV
ISHARES TR
+$557.1K
11,676
+90%
增持
CAVA
CAVA GROUP INC
+$555.1K
7,946
+72%
建仓
—
TOTALENERGIES SE
+$546.0K
8,449
清仓
EMXC
ISHARES INC
-$532.5K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$531.1K
1,155
+99%
清仓
XLRE
SELECT SECTOR SPDR TR
-$526.1K
0
-100%
建仓
ROE
EA SERIES TRUST
+$523.3K
16,988
增持
SPTM
SPDR SER TR
+$512.8K
15,386
+81%
建仓
VFLO
VICTORY PORTFOLIOS II
+$501.8K
15,070
建仓
TGT
TARGET CORP
+$500.6K
3,212
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$499.9K
19,228
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$499.6K
3,497
+101%
清仓
SPEM
SPDR INDEX SHS FDS
-$497.8K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$491.3K
1,836
+99%
增持
MOH
MOLINA HEALTHCARE INC
+$489.0K
2,515
+98%
建仓
WEC
WEC ENERGY GROUP INC
+$480.2K
4,993
清仓
SRLN
SSGA ACTIVE ETF TR
-$476.6K
0
-100%
减持
DG
DOLLAR GEN CORP NEW
-$474.4K
4,466
-31%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$466.4K
10,516
+91%
建仓
MC
MOELIS & CO
+$464.6K
6,781
建仓
GL
GLOBE LIFE INC
+$450.0K
4,249
增持
DEO
DIAGEO PLC
+$441.9K
5,642
+103%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$427.4K
2,660
增持
FLRN
SPDR SER TR
+$427.2K
34,633
+67%
增持
FANG
DIAMONDBACK ENERGY INC
+$426.1K
6,373
+90%
建仓
NPO
ENPRO INC
+$420.8K
2,595
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$418.5K
10,481
+88%
建仓
DGX
QUEST DIAGNOSTICS INC
+$417.6K
2,690
建仓
QQQE
DIREXION SHS ETF TR
+$410.8K
4,554
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$407.5K
0
-100%
建仓
SE
SEA LTD
+$406.4K
4,311
增持
PLD
PROLOGIS INC.
+$403.3K
5,724
+101%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$400.8K
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$398.0K
7,629
增持
BN
BROOKFIELD CORP
+$396.7K
13,682
+72%
增持
—
FERRARI N V
+$386.4K
1,490
+94%
建仓
SM
SM ENERGY CO
+$379.6K
9,498
增持
DHI
D R HORTON INC
+$378.3K
3,394
+78%
建仓
WDAY
WORKDAY INC
+$368.8K
1,509
清仓
—
BLACKROCK INC
-$368.1K
0
-100%
增持
CRM
SALESFORCE INC
+$366.9K
2,536
+99%
建仓
LGIH
LGI HOMES INC
+$352.5K
2,974
减持
IVV
ISHARES TR
+$350.3K
14,636
-1%
建仓
CCI
CROWN CASTLE INC
+$346.1K
2,917
增持
BKNG
BOOKING HOLDINGS INC
+$341.2K
160
+90%
建仓
BAX
BAXTER INTL INC
+$333.7K
8,789
清仓
—
AON PLC
-$330.8K
0
-100%
增持
NOW
SERVICENOW INC
+$329.2K
683
+91%
增持
UBER
UBER TECHNOLOGIES INC
+$327.7K
8,053
+111%
增持
—
EATON CORP PLC
+$323.5K
1,918
+93%
增持
ZTS
ZOETIS INC
+$321.8K
3,211
+82%
增持
ICFI
ICF INTL INC
+$314.9K
3,455
+96%
建仓
QUAL
ISHARES TR
+$312.2K
1,746
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$311.8K
1,574
建仓
WCN
WASTE CONNECTIONS INC
+$307.7K
1,721
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$304.9K
1,282
增持
EQIX
EQUINIX INC
+$304.4K
612
+94%
增持
XLE
SELECT SECTOR SPDR TR
+$304.3K
9,047
+68%
建仓
PTC
PTC INC
+$301.5K
1,669
增持
—
ACCENTURE PLC IRELAND
+$295.0K
4,805
+4%
增持
—
ICON PLC
+$292.1K
2,194
+103%
建仓
BOOT
BOOT BARN HLDGS INC
+$286.6K
1,713
减持
MSFT
MICROSOFT CORP
-$284.1K
8,655
-3%
建仓
MELI
MERCADOLIBRE INC
+$283.2K
138
建仓
IWM
ISHARES TR
+$282.8K
1,280
增持
TTEK
TETRA TECH INC NEW
+$280.6K
10,269
+931%
建仓
ACIO
ETF SER SOLUTIONS
+$275.9K
6,942
建仓
APP
APPLOVIN CORP
+$267.6K
2,050
建仓
SBUX
STARBUCKS CORP
+$267.3K
2,741
减持
ADBE
ADOBE INC
-$262.3K
487
-47%
减持
CVX
CHEVRON CORP NEW
-$261.7K
12,162
-7%
建仓
SHOP
SHOPIFY INC
+$260.3K
3,248
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$259.0K
2,893
增持
ITGR
INTEGER HLDGS CORP
+$257.1K
3,688
+92%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$256.8K
5,670
增持
XLU
SELECT SECTOR SPDR TR
+$254.9K
6,628
+61%
减持
IEFA
ISHARES TR
-$252.9K
100,841
-5%
增持
KDP
KEURIG DR PEPPER INC
+$252.1K
14,405
+67%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$249.5K
1,533
建仓
PR
PERMIAN RESOURCES CORP
+$247.5K
18,184
建仓
GEV
GE VERNOVA INC
+$245.0K
961
建仓
GILD
GILEAD SCIENCES INC
+$244.7K
2,919
