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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 39
增持 44
减持 41
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
SPDN
DIREXION SHS ETF TR
+$11.8M
1,017,329
增持
GAP
GAP INC
+$8.7M
683,271
+202%
减持
IEFA
ISHARES TR
-$6.0M
12,763
-87%
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
NVDA
NVIDIA CORPORATION
-$3.5M
42,046
-30%
清仓
—
PROSHARES TR
-$3.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$2.4M
75,690
-4%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$2.1M
0
-100%
增持
ACIO
ETF SER SOLUTIONS
+$2.0M
62,735
+440%
建仓
TCAF
T ROWE PRICE ETF INC
+$1.6M
49,660
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$1.6M
167,108
-13%
清仓
PNNT
PENNANTPARK INVT CORP
-$1.6M
0
-100%
清仓
CAVA
CAVA GROUP INC
-$1.5M
0
-100%
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$1.5M
74,826
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$1.4M
69,638
-14%
增持
GMOV
2023 ETF SERIES TRUST II
+$1.4M
75,616
+277%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$1.2M
80,370
-14%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$1.1M
125,862
-14%
建仓
SGOV
ISHARES TR
+$1.1M
10,670
清仓
IWB
ISHARES TR
-$1.1M
0
-100%
清仓
IWD
ISHARES TR
-$1.0M
0
-100%
增持
BIL
SPDR SER TR
+$974.5K
14,687
+260%
增持
AVUV
AMERICAN CENTY ETF TR
+$969.7K
17,031
+219%
减持
VOO
VANGUARD INDEX FDS
-$942.2K
13,485
-8%
建仓
KNGZ
FIRST TR EXCHANGE TRADED FD
+$804.1K
24,965
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$802.8K
14,894
+146%
增持
WMT
WALMART INC
-$795.6K
515,890
+1%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$665.7K
14,932
建仓
AVMV
AMERICAN CENTY ETF TR
+$654.8K
10,658
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$615.5K
31,512
-32%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$609.8K
1,143
增持
EFA
ISHARES TR
+$602.1K
23,151
+36%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$580.2K
0
-100%
减持
TSLA
TESLA INC
-$580.0K
2,699
-15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$560.5K
38,213
+30%
增持
AAPL
APPLE INC
-$535.1K
24,485
+3%
增持
AMZN
AMAZON COM INC
-$503.3K
17,986
+1%
减持
PSP
INVESCO EXCHANGE TRADED FD T
-$477.1K
15,525
-30%
增持
—
EXXON MOBIL CORP
+$471.7K
207,671
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$465.3K
24,975
-28%
建仓
JANM
FIRST TR EXCHNG TRADED FD VI
+$462.2K
15,015
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$460.7K
15,516
建仓
DG
DOLLAR GEN CORP NEW
+$455.7K
5,183
增持
LDUR
PIMCO ETF TR
+$437.8K
14,003
+47%
建仓
SPXL
DIREXION SHS ETF TR
+$435.1K
3,099
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$425.8K
51,038
-26%
减持
JKHY
HENRY JACK & ASSOC INC
-$425.0K
1,698
-60%
建仓
DGX
QUEST DIAGNOSTICS INC
+$414.0K
2,447
增持
MSFT
MICROSOFT CORP
-$412.8K
9,016
+0%
增持
JAAA
JANUS DETROIT STR TR
+$405.3K
69,626
+13%
建仓
DECM
FIRST TR EXCHNG TRADED FD VI
+$403.8K
13,210
清仓
EXPE
EXPEDIA GROUP INC
-$403.8K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$397.3K
0
-100%
减持
GLAD
GLADSTONE CAPITAL CORP
-$389.5K
54,755
-18%
减持
YMAR
FIRST TR EXCHNG TRADED FD VI
-$387.9K
171,579
-13%
建仓
NEM
NEWMONT CORP
+$385.1K
7,976
建仓
PAAA
PGIM ETF TR
+$364.0K
7,095
增持
EOG
EOG RES INC
+$360.8K
60,434
+0%
减持
AVGO
BROADCOM INC
-$360.1K
5,461
-1%
建仓
—
BANK MONTREAL QUE
+$360.0K
1,000
增持
TGT
TARGET CORP
+$359.5K
5,608
+236%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$358.3K
0
-100%
减持
LOW
LOWES COS INC
-$356.5K
4,304
-22%
增持
GLDM
WORLD GOLD TR
+$334.9K
32,769
+1%
建仓
ACWV
ISHARES INC
+$327.5K
2,823
减持
MAIN
MAIN STR CAP CORP
-$324.0K
27,433
-14%
增持
TCHP
T ROWE PRICE ETF INC
+$312.7K
23,414
+70%
增持
PYLD
PIMCO ETF TR
+$312.3K
36,909
+45%
增持
CVX
CHEVRON CORP NEW
+$308.8K
12,133
+2%
建仓
INTC
INTEL CORP
+$306.5K
13,497
增持
GSK
GSK PLC
+$303.0K
21,866
+36%
增持
XONE
BONDBLOXX ETF TRUST
+$298.5K
13,509
+79%
减持
CSCO
CISCO SYS INC
-$295.9K
7,617
-41%
减持
QQQ
INVESCO QQQ TR
-$293.7K
1,201
-28%
减持
PM
PHILIP MORRIS INTL INC
+$292.1K
10,126
-7%
清仓
RTO
RENTOKIL INITIAL PLC
-$291.5K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$282.7K
4,173
增持
UPS
UNITED PARCEL SERVICE INC
+$281.9K
7,776
+71%
增持
GOOGL
ALPHABET INC
-$280.5K
8,832
+2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$280.2K
5,455
-43%
建仓
PH
PARKER-HANNIFIN CORP
+$279.0K
459
减持
WFC
WELLS FARGO CO NEW
-$273.1K
8,518
-32%
清仓
DGRW
WISDOMTREE TR
-$272.5K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$270.1K
6,708
+71%
减持
ROST
ROSS STORES INC
-$267.2K
3,750
-24%
清仓
KKR
KKR & CO INC
-$267.2K
0
-100%
增持
LLY
ELI LILLY & CO
+$259.4K
1,101
+31%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$258.5K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$257.1K
11,264
-3%
减持
SAP
SAP SE
-$255.4K
1,345
-46%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$254.5K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$252.6K
1,209
-26%
建仓
AEM
AGNICO EAGLE MINES LTD
+$252.1K
2,325
增持
—
TOTALENERGIES SE
+$249.6K
9,083
+46%
建仓
GIGB
GOLDMAN SACHS ETF TR
+$248.5K
5,431
建仓
AOS
SMITH A O CORP
+$248.4K
3,801
建仓
TECK
TECK RESOURCES LTD
+$247.7K
6,800
清仓
MC
MOELIS & CO
-$244.8K
0
-100%
建仓
CASY
CASEYS GEN STORES INC
+$237.5K
547
清仓
ITGR
INTEGER HLDGS CORP
-$233.5K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$233.2K
0
-100%
清仓
ETHA
ISHARES ETHEREUM TR
-$231.4K
0
-100%
增持
QUAL
ISHARES TR
+$231.4K
3,053
+88%
清仓
BX
BLACKSTONE INC
-$230.4K
0
-100%
清仓
—
SOUTHSTATE CORPORATION
-$228.4K
0
-100%
清仓
ENOV
ENOVIS CORPORATION
-$227.8K
0
-100%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$226.1K
9,926
-47%
增持
COP
CONOCOPHILLIPS
+$224.1K
4,217
+91%
建仓
UBER
UBER TECHNOLOGIES INC
+$223.2K
3,063
建仓
IAU
ISHARES GOLD TR
+$221.9K
3,763
增持
IVV
ISHARES TR
+$221.4K
14,989
+8%
减持
USB
US BANCORP DEL
-$220.8K
24,138
-7%
建仓
CDW
CDW CORP
+$219.1K
1,367
建仓
KHPI
MANAGED PORTFOLIO SERIES
+$219.0K
9,142
清仓
NPO
ENPRO INC
-$216.1K
0
-100%
减持
KVUE
KENVUE INC
-$211.9K
32,231
-30%
建仓
ADC
AGREE RLTY CORP
+$211.2K
2,736
减持
DIS
DISNEY WALT CO
-$210.7K
6,881
-14%
清仓
DHI
D R HORTON INC
-$210.4K
0
-100%
建仓
PFE
PFIZER INC
+$209.8K
8,278
清仓
TTEK
TETRA TECH INC NEW
-$209.7K
0
-100%
清仓
ICFI
ICF INTL INC
-$209.5K
0
-100%
减持
DBMF
LITMAN GREGORY FDS TR
-$208.1K
10,854
-41%
建仓
DTE
DTE ENERGY CO
+$206.8K
1,495
减持
—
ACCENTURE PLC IRELAND
-$206.3K
4,106
-3%
建仓
MU
MICRON TECHNOLOGY INC
+$205.2K
2,361
建仓
—
MANAGED PORTFOLIO SERIES
+$204.5K
5,621
建仓
RSG
REPUBLIC SVCS INC
+$202.6K
836
建仓
CCJ
CAMECO CORP
+$200.3K
4,867
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$200.1K
3,344
减持
APO
APOLLO GLOBAL MGMT INC
-$192.5K
3,202
-16%
减持
PFF
ISHARES TR
-$190.6K
61,218
-7%
增持
IWM
ISHARES TR
+$183.3K
2,525
+74%
减持
—
DISCOVER FINL SVCS
-$181.0K
1,595
-39%
增持
PLD
PROLOGIS INC.
+$178.1K
4,343
+49%
增持
VFLO
VICTORY PORTFOLIOS II
+$177.3K
27,859
+22%
增持
ANET
ARISTA NETWORKS INC
-$175.1K
6,809
+7%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$171.7K
648
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$170.0K
2,022
+1%
增持
AOK
ISHARES TR
+$168.8K
58,079
+7%
增持
SNY
SANOFI
+$165.9K
13,563
+12%
增持
ROE
EA SERIES TRUST
+$165.6K
22,664
+38%
减持
SPYM
SPDR SER TR
-$164.2K
21,815
-6%
增持
ABBV
ABBVIE INC
+$163.9K
4,302
+4%
减持
HTGC
HERCULES CAPITAL INC
-$161.5K
84,602
-5%
减持
V
VISA INC
+$160.7K
6,309
-3%
增持
GAIN
GLADSTONE INVT CORP
+$160.5K
106,088
+12%
增持
AVLV
AMERICAN CENTY ETF TR
+$160.1K
11,939
+29%
建仓
SOXL
DIREXION SHS ETF TR
+$159.5K
10,000
增持
—
BARRICK GOLD CORP
+$158.1K
28,601
+11%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$156.0K
34,677
-7%
