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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 35
增持 7
减持 81
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
GAP
GAP INC
-$13.7M
226,025
-74%
减持
NVDA
NVIDIA CORPORATION
-$8.0M
59,798
-55%
增持
WMT
WALMART INC
+$6.1M
510,079
+3%
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
RSP
INVESCO EXCHANGE TRADED FD T
-$4.7M
1,475
-95%
减持
SPY
SPDR S&P 500 ETF TR
-$4.0M
78,678
-49%
减持
—
PROSHARES TR
-$3.5M
171,555
-49%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$3.1M
192,074
-21%
减持
JAAA
JANUS DETROIT STR TR
-$3.0M
61,633
-49%
减持
BIL
SPDR SER TR
-$2.5M
4,077
-87%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
3,701
-50%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.3M
37,154
-50%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$2.3M
80,538
-20%
建仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$2.1M
152,261
减持
RWL
INVESCO EXCH TRADED FD TR II
-$2.1M
93,525
-18%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$1.9M
146,930
-23%
减持
YMAR
FIRST TR EXCHNG TRADED FD VI
-$1.9M
197,365
-26%
建仓
VUG
VANGUARD INDEX FDS
+$1.9M
4,543
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.8M
29,330
-56%
建仓
BND
VANGUARD BD INDEX FDS
+$1.6M
22,836
减持
MLPX
GLOBAL X FDS
-$1.6M
32,007
-51%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$1.6M
51,073
-54%
减持
MAIN
MAIN STR CAP CORP
-$1.6M
32,018
-54%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$1.6M
97,395
-54%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$1.5M
67,031
-54%
减持
META
META PLATFORMS INC
-$1.4M
3,832
-40%
减持
SPYM
SPDR SER TR
-$1.4M
23,190
-48%
减持
JPM
JPMORGAN CHASE & CO.
-$1.3M
7,365
-50%
减持
—
EXXON MOBIL CORP
-$1.3M
204,959
-5%
减持
MRK
MERCK & CO INC
-$1.3M
6,108
-63%
减持
GBDC
GOLUB CAP BDC INC
-$1.3M
119,800
-41%
减持
V
VISA INC
-$1.2M
6,487
-45%
清仓
SGOV
ISHARES TR
-$1.2M
0
-100%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
减持
GSK
GSK PLC
-$1.1M
16,088
-60%
清仓
FLRN
SPDR SER TR
-$1.1M
0
-100%
建仓
IWB
ISHARES TR
+$1.1M
3,293
建仓
IWD
ISHARES TR
+$1.0M
5,667
减持
MA
MASTERCARD INCORPORATED
-$1.0M
2,211
-50%
减持
SPGI
S&P GLOBAL INC
-$1.0M
1,700
-52%
减持
JBHT
HUNT J B TRANS SVCS INC
-$943.9K
119,333
-3%
减持
—
CHUBB LIMITED
-$943.4K
2,853
-52%
减持
TFC
TRUIST FINL CORP
-$927.9K
20,003
-52%
建仓
IWP
ISHARES TR
+$897.7K
7,083
减持
—
LINDE PLC
-$892.2K
1,538
-52%
建仓
EFG
ISHARES TR
+$887.0K
9,160
减持
IEFA
ISHARES TR
-$884.7K
98,883
-2%
清仓
MOH
MOLINA HEALTHCARE INC
-$866.6K
0
-100%
建仓
SMTH
ALPS ETF TR
+$853.3K
33,435
减持
PYPL
PAYPAL HLDGS INC
-$817.0K
11,624
-50%
减持
SNY
SANOFI
-$812.6K
12,157
-50%
减持
GLD
SPDR GOLD TR
-$807.2K
3,374
-50%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$793.5K
3,250
-54%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$776.3K
918
-55%
增持
VTV
VANGUARD INDEX FDS
+$774.2K
7,357
+172%
减持
QQQ
INVESCO QQQ TR
-$734.8K
1,676
-49%
减持
NEE
NEXTERA ENERGY INC
-$733.2K
8,138
-48%
建仓
ANET
ARISTA NETWORKS INC
+$702.6K
6,357
减持
CHE
CHEMED CORP NEW
-$697.7K
928
-53%
减持
ORCL
ORACLE CORP
-$679.4K
3,104
-56%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$669.7K
8,445
-54%
减持
CSCO
CISCO SYS INC
-$642.6K
12,939
-51%
减持
AVGO
BROADCOM INC
-$627.0K
5,497
-50%
建仓
AVLV
AMERICAN CENTY ETF TR
+$618.4K
9,262
减持
JLL
JONES LANG LASALLE INC
-$618.2K
2,141
-50%
清仓
—
ARISTA NETWORKS INC
-$607.6K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$606.2K
3,006
-53%
清仓
UBER
UBER TECHNOLOGIES INC
-$605.3K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$602.2K
638
-46%
建仓
MBB
ISHARES TR
+$596.5K
6,506
减持
RTX
RTX CORPORATION
-$594.9K
4,612
-50%
增持
CAVA
CAVA GROUP INC
+$556.5K
13,658
+72%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$541.3K
4,951
-53%
减持
AMZN
AMAZON COM INC
+$533.9K
17,892
-2%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$532.3K
6,062
建仓
BLK
BLACKROCK INC
+$526.8K
514
建仓
AVUV
AMERICAN CENTY ETF TR
+$514.9K
5,334
减持
DEO
DIAGEO PLC
-$499.5K
2,300
-59%
建仓
VBK
VANGUARD INDEX FDS
+$498.5K
1,780
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$496.9K
1,692
-52%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$495.3K
6,170
建仓
GMOV
2023 ETF SERIES TRUST II
+$490.6K
20,066
建仓
AZO
AUTOZONE INC
+$488.8K
153
增持
IJR
ISHARES TR
+$488.1K
14,350
+57%
建仓
XLRE
SELECT SECTOR SPDR TR
+$484.6K
11,916
建仓
DBMF
LITMAN GREGORY FDS TR
+$482.2K
18,434
清仓
NKE
NIKE INC
-$456.3K
0
-100%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$456.1K
4,318
建仓
WRB
BERKLEY W R CORP
+$451.5K
7,715
建仓
LRCX
LAM RESEARCH CORP
+$445.4K
6,167
建仓
IWF
ISHARES TR
+$442.8K
1,103
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$439.8K
5,020
-52%
清仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$438.1K
0
-100%
减持
DHI
D R HORTON INC
-$437.1K
1,504
-56%
清仓
BLKB
BLACKBAUD INC
-$436.4K
0
-100%
减持
—
FERRARI N V
-$435.4K
624
-58%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$427.4K
0
-100%
清仓
IBN
ICICI BANK LIMITED
-$418.8K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$417.6K
0
-100%
减持
PWR
QUANTA SVCS INC
-$416.3K
1,053
-58%
建仓
LONZ
PIMCO ETF TR
+$416.0K
8,141
减持
PLD
PROLOGIS INC.
-$415.4K
2,908
-49%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$414.0K
9,491
-20%
建仓
SPIB
SPDR SER TR
+$413.2K
12,614
清仓
ENS
ENERSYS
-$404.2K
0
-100%
减持
LOW
LOWES COS INC
-$401.4K
5,512
-15%
清仓
XSVN
BONDBLOXX ETF TRUST
-$394.4K
0
-100%
减持
ZTS
ZOETIS INC
-$390.0K
1,456
-55%
减持
COST
COSTCO WHSL CORP NEW
-$387.3K
695
-40%
减持
BN
BROOKFIELD CORP
-$382.8K
5,994
-56%
清仓
SM
SM ENERGY CO
-$379.6K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$377.7K
0
-100%
建仓
XONE
BONDBLOXX ETF TRUST
+$373.2K
7,533
清仓
FIS
FIDELITY NATL INFORMATION SV
-$371.4K
0
-100%
减持
ICFI
ICF INTL INC
-$366.7K
1,757
-49%
建仓
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$366.0K
17,029
清仓
ENTG
ENTEGRIS INC
-$365.6K
0
-100%
减持
AMGN
AMGEN INC
-$359.1K
3,042
-15%
清仓
CNX
CNX RES CORP
-$353.2K
0
-100%
清仓
LGIH
LGI HOMES INC
-$352.5K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$351.5K
1,007
-55%
清仓
PEP
PEPSICO INC
-$348.0K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$346.1K
0
-100%
建仓
HYZD
WISDOMTREE TR
+$329.2K
14,800
增持
SPTM
SPDR SER TR
+$328.2K
19,686
+28%
增持
GPC
GENUINE PARTS CO
+$323.6K
6,297
+114%
减持
AGG
ISHARES TR
-$322.5K
2,434
-56%
减持
NFLX
NETFLIX INC
-$318.3K
1,267
-38%
减持
BKNG
BOOKING HOLDINGS INC
-$316.2K
72
-55%
建仓
XCEM
COLUMBIA ETF TR II
+$311.8K
10,533
清仓
WCN
WASTE CONNECTIONS INC
-$307.7K
0
-100%
减持
—
ICON PLC
-$302.6K
1,563
-29%
减持
LMT
LOCKHEED MARTIN CORP
-$301.9K
1,511
-15%
清仓
PTC
PTC INC
-$301.5K
0
-100%
减持
—
EATON CORP PLC
-$301.2K
1,008
-47%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$296.1K
3,915
减持
UPS
UNITED PARCEL SERVICE INC
-$294.9K
4,547
-29%
减持
XLE
SELECT SECTOR SPDR TR
-$290.6K
5,880
-35%
减持
KO
COCA COLA CO
-$290.4K
12,511
-16%
减持
CSWC
CAPITAL SOUTHWEST CORP
-$288.6K
62,302
-4%
清仓
BOOT
BOOT BARN HLDGS INC
-$286.6K
0
-100%
建仓
TMSL
T ROWE PRICE ETF INC
+$285.7K
8,860
清仓
MELI
MERCADOLIBRE INC
-$283.2K
0
-100%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$282.0K
6,578
建仓
BSX
BOSTON SCIENTIFIC CORP
+$277.5K
3,107
清仓
INTC
INTEL CORP
-$276.8K
0
-100%
增持
VFLO
VICTORY PORTFOLIOS II
+$275.8K
22,812
+51%
减持
TGT
TARGET CORP
-$274.9K
1,670
-48%
减持
TTEK
TETRA TECH INC NEW
-$274.6K
5,263
-49%
建仓
DGRW
WISDOMTREE TR
+$272.5K
3,367
减持
APP
APPLOVIN CORP
+$270.6K
1,662
-19%
