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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 52
增持 27
减持 35
清仓 36
方向
标的
Δ市值
现股数(环比)
清仓
SPDN
DIREXION SHS ETF TR
-$11.8M
0
-100%
增持
TSLA
TESLA INC
+$9.6M
32,469
+1103%
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$6.6M
123,036
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
SPY
SPDR S&P 500 ETF TR
-$6.3M
63,014
-17%
增持
WMT
WALMART INC
+$6.2M
526,414
+2%
增持
BIL
SPDR SERIES TRUST
+$5.2M
71,633
+388%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$2.9M
81,408
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.7M
15,079
建仓
DFAU
DIMENSIONAL ETF TRUST
+$2.7M
62,827
增持
MUB
ISHARES TR
+$2.1M
22,147
+826%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.9M
64,083
减持
NVDA
NVIDIA CORPORATION
+$1.8M
40,387
-4%
清仓
VUG
VANGUARD INDEX FDS
-$1.7M
0
-100%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
41,980
建仓
SPYI
NEOS ETF TRUST
+$1.5M
29,190
减持
GAP
GAP INC
-$1.4M
582,356
-15%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.3M
48,224
增持
MSFT
MICROSOFT CORP
+$1.1M
9,019
+0%
清仓
SGOV
ISHARES TR
-$1.1M
0
-100%
增持
SYM
SYMBOTIC INC
+$1.1M
53,174
+8%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
30,715
建仓
CAVA
CAVA GROUP INC
+$1.0M
12,092
建仓
IWB
ISHARES TR
+$910.4K
2,681
建仓
ZAPR
INNOVATOR ETFS TRUST
+$782.4K
31,233
建仓
DFAT
DIMENSIONAL ETF TRUST
+$767.4K
14,222
增持
AMZN
AMAZON COM INC
+$710.4K
18,836
+5%
增持
AVGO
BROADCOM INC
+$707.5K
5,884
+8%
增持
META
META PLATFORMS INC
+$677.3K
3,887
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$673.5K
3,561
+5%
清仓
XONE
BONDBLOXX ETF TRUST
-$671.6K
0
-100%
建仓
USDU
WISDOMTREE TR
+$663.9K
25,764
减持
EOG
EOG RES INC
-$655.3K
59,316
-2%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$651.4K
27,766
建仓
IWD
ISHARES TR
+$636.9K
3,279
建仓
TNGY
TORTOISE CAPITAL SERIES TRUS
+$597.7K
65,149
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$589.4K
8,477
+26%
减持
CVX
CHEVRON CORP NEW
-$567.4K
10,213
-16%
清仓
—
BARRICK GOLD CORP
-$556.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$539.2K
14,259
-93%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$527.6K
8,282
建仓
XHLF
BONDBLOXX ETF TRUST
+$514.3K
10,216
建仓
DFEM
DIMENSIONAL ETF TRUST
+$512.7K
17,273
建仓
RKLB
ROCKET LAB CORP
+$509.5K
14,243
建仓
DFUS
DIMENSIONAL ETF TRUST
+$496.7K
7,411
清仓
DLTR
DOLLAR TREE INC
-$466.6K
0
-100%
减持
SPTM
SPDR SERIES TRUST
-$466.1K
11,536
-41%
减持
IJR
ISHARES TR
-$464.6K
11,738
-28%
清仓
XLRE
SELECT SECTOR SPDR TR
-$459.3K
0
-100%
减持
MUNI
PIMCO ETF TR
-$438.2K
17,829
-32%
减持
MINT
PIMCO ETF TR
-$436.6K
41,439
-9%
增持
IWF
ISHARES TR
+$435.5K
1,796
+98%
清仓
SPXL
DIREXION SHS ETF TR
-$435.1K
0
-100%
清仓
AAPR
INNOVATOR ETFS TRUST
-$433.4K
0
-100%
建仓
B
BARRICK MNG CORP
+$424.2K
20,374
清仓
LONZ
PIMCO ETF TR
-$418.3K
0
-100%
减持
AMGN
AMGEN INC
-$414.4K
1,636
-41%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$394.9K
8,326
减持
VOO
VANGUARD INDEX FDS
+$389.3K
12,886
-4%
增持
LDUR
PIMCO ETF TR
+$388.4K
18,077
+29%
建仓
BF/B
BROWN FORMAN CORP
+$377.0K
14,009
清仓
QQQE
DIREXION SHS ETF TR
-$374.8K
0
-100%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$374.2K
12,541
建仓
HSY
HERSHEY CO
+$364.1K
2,194
减持
MRK
MERCK & CO INC
-$361.0K
3,964
-47%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$360.4K
2,608
+86%
清仓
—
BANK MONTREAL QUE
-$360.0K
0
-100%
建仓
FEBM
FIRST TR EXCHNG TRADED FD VI
+$359.6K
12,273
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$349.8K
14,033
增持
COF
CAPITAL ONE FINL CORP
+$341.9K
3,336
+63%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$337.4K
7,029
清仓
ACWV
ISHARES INC
-$327.5K
0
-100%
清仓
HYZD
WISDOMTREE TR
-$324.0K
0
-100%
建仓
CARY
ANGEL OAK FUNDS TRUST
+$316.0K
15,190
减持
NFLX
NETFLIX INC
+$314.6K
1,072
-11%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$312.5K
123,141
-2%
清仓
XCEM
COLUMBIA ETF TR II
-$311.1K
0
-100%
增持
GMOV
2023 ETF SERIES TRUST II
+$309.6K
85,715
+13%
增持
PM
PHILIP MORRIS INTL INC
+$308.0K
10,516
+4%
清仓
GPN
GLOBAL PMTS INC
-$306.4K
0
-100%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$296.9K
7,102
建仓
SCHG
SCHWAB STRATEGIC TR
+$294.1K
10,068
清仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$293.8K
0
-100%
增持
—
ICON PLC
+$288.7K
3,827
+150%
减持
EFA
ISHARES TR
-$285.0K
17,979
-22%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$281.4K
6,304
减持
IVV
ISHARES TR
+$279.5K
14,015
-6%
清仓
DBMF
LITMAN GREGORY FDS TR
-$274.2K
0
-100%
减持
VFLO
VICTORY PORTFOLIOS II
-$273.9K
19,268
-31%
建仓
—
STERIS PLC
+$272.7K
1,135
清仓
—
DISCOVER FINL SVCS
-$272.3K
0
-100%
增持
TCHP
T ROWE PRICE ETF INC
+$271.9K
25,661
+10%
清仓
TMSL
T ROWE PRICE ETF INC
-$270.7K
0
-100%
增持
AAPL
APPLE INC
-$267.7K
25,204
+3%
建仓
—
TE CONNECTIVITY PLC
+$265.6K
1,575
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$264.3K
757
-6%
清仓
STZ
CONSTELLATION BRANDS INC
-$263.8K
0
-100%
建仓
MP
MP MATERIALS CORP
+$259.6K
7,804
建仓
PSA
PUBLIC STORAGE OPER CO
+$257.8K
878
建仓
TTD
THE TRADE DESK INC
+$257.7K
3,580
清仓
RKLB
ROCKET LAB USA INC
-$254.7K
0
-100%
清仓
AEM
AGNICO EAGLE MINES LTD
-$252.1K
0
-100%
建仓
NPO
ENPRO INC
+$250.5K
1,308
清仓
GIGB
GOLDMAN SACHS ETF TR
-$248.5K
0
-100%
清仓
TECK
TECK RESOURCES LTD
-$247.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$244.7K
34,404
-10%
建仓
MS
MORGAN STANLEY
+$239.0K
1,697
减持
COP
CONOCOPHILLIPS
-$237.8K
2,285
-46%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$233.6K
3,817
减持
PYLD
PIMCO ETF TR
-$232.4K
27,889
-24%
清仓
EQT
EQT CORP
-$232.1K
0
-100%
增持
USB
US BANCORP DEL
+$232.1K
27,650
+15%
建仓
—
SPOTIFY TECHNOLOGY S A
+$227.1K
296
增持
OZK
BANK OZK LITTLE ROCK ARK
+$225.1K
61,775
+0%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$224.4K
5,310
减持
ACIO
ETF SER SOLUTIONS
-$222.9K
53,243
-15%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$222.5K
4,540
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$217.8K
947
-22%
减持
QUAL
ISHARES TR
-$217.3K
1,655
-46%
增持
GOOGL
ALPHABET INC
+$215.1K
8,971
+2%
减持
AVLV
AMERICAN CENTY ETF TR
-$214.4K
8,271
-31%
建仓
LFUS
LITTELFUSE INC
+$213.5K
942
建仓
CACI
CACI INTL INC
+$212.1K
445
清仓
ADC
AGREE RLTY CORP
-$211.2K
0
-100%
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$210.9K
0
-100%
建仓
ITGR
INTEGER HLDGS CORP
+$210.6K
1,713
清仓
PFE
PFIZER INC
-$209.8K
0
-100%
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$209.5K
5,017
减持
LLY
ELI LILLY & CO
-$209.3K
898
-18%
建仓
MC
MOELIS & CO
+$206.9K
3,320
清仓
DTE
DTE ENERGY CO
-$206.8K
0
-100%
清仓
—
MANAGED PORTFOLIO SERIES
-$204.5K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$203.4K
0
-100%
减持
INTU
INTUIT
+$203.0K
1,234
-1%
清仓
RSG
REPUBLIC SVCS INC
-$202.6K
0
-100%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$201.5K
5,639
建仓
FCX
FREEPORT-MCMORAN INC
+$201.1K
4,638
减持
TGT
TARGET CORP
-$200.8K
3,897
-31%
清仓
CCJ
CAMECO CORP
-$200.3K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$200.1K
0
-100%
减持
PKW
INVESCO EXCHANGE TRADED FD T
+$188.9K
65,461
-6%
减持
IWM
ISHARES TR
-$176.1K
1,519
-40%
增持
LRCX
LAM RESEARCH CORP
+$173.3K
6,644
+2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$170.9K
3,928
-7%
减持
UPS
UNITED PARCEL SERVICE INC
-$170.1K
6,788
-13%
增持
AVUV
AMERICAN CENTY ETF TR
+$169.3K
18,154
+7%
减持
MSDL
MORGAN STANLEY DIRECT LENDIN
-$162.7K
71,091
-5%
减持
DIS
DISNEY WALT CO
+$159.9K
6,766
-2%
增持
PWR
QUANTA SVCS INC
+$159.6K
1,154
+6%
清仓
SOXL
DIREXION SHS ETF TR
-$159.5K
0
-100%
增持
IWP
ISHARES TR
+$155.1K
7,169
+0%
