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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 22
增持 60
减持 43
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SERIES TRUST
-$4.6M
42,259
-54%
减持
WMT
WALMART INC
+$3.7M
522,881
-1%
清仓
FLOT
ISHARES TR
-$2.7M
0
-100%
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
+$2.6M
65,862
+6%
减持
MINT
PIMCO ETF TR
-$2.1M
20,652
-50%
减持
TSLA
TESLA INC
-$1.8M
24,579
-15%
减持
GAP
GAP INC
+$1.5M
378,581
-1%
清仓
IWB
ISHARES TR
-$1.3M
0
-100%
清仓
—
UNILEVER PLC
-$1.1M
0
-100%
建仓
UL
UNILEVER PLC
+$1.1M
16,331
增持
GOOGL
ALPHABET INC
+$788.0K
10,377
+3%
清仓
—
CHUBB LIMITED
-$707.1K
0
-100%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$683.0K
58,755
-9%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$646.2K
25,120
+55%
增持
TAFM
AB ACTIVE ETFS INC
+$632.4K
37,305
+200%
建仓
—
TOTALENERGIES SE
+$608.1K
9,296
清仓
USDU
WISDOMTREE TR
-$555.2K
0
-100%
增持
GLDM
WORLD GOLD TR
+$540.5K
38,950
+7%
建仓
FLRN
SPDR SERIES TRUST
+$539.5K
17,555
清仓
—
TOTALENERGIES SE
-$522.6K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$514.1K
0
-100%
建仓
FBRT
FRANKLIN BSP RLTY TR INC
+$500.4K
19,968
增持
AAPL
APPLE INC
+$493.5K
24,491
+1%
增持
JAAA
JANUS DETROIT STR TR
+$488.0K
83,344
+14%
增持
CWB
SPDR SERIES TRUST
+$487.1K
13,559
+70%
增持
GOOG
ALPHABET INC
+$475.2K
4,981
+12%
减持
ZAPR
INNOVATOR ETFS TRUST
-$433.4K
11,648
-60%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$429.6K
140,953
-7%
减持
RKLB
ROCKET LAB CORP
-$416.3K
5,477
-67%
减持
IVV
ISHARES TR
-$413.3K
12,259
-7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$412.0K
44,456
+26%
增持
DFAW
DIMENSIONAL ETF TRUST
+$388.1K
8,152
+172%
增持
LRCX
LAM RESEARCH CORP
+$380.4K
7,723
+10%
清仓
CMDT
PIMCO ETF TR
-$376.7K
0
-100%
增持
EOG
EOG RES INC
-$376.5K
53,116
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$373.1K
8,667
+49%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$364.6K
110,793
-8%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$353.8K
1,376
清仓
MRK
MERCK & CO INC
-$353.6K
0
-100%
建仓
BKDV
BNY MELLON ETF TRUST II
+$341.7K
11,773
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$336.2K
5,194
-25%
减持
MSFT
MICROSOFT CORP
-$332.8K
9,544
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$326.7K
1,586
-36%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$308.7K
61,794
-0%
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$306.7K
34,871
+46%
减持
INTC
INTEL CORP
-$304.4K
6,921
-59%
清仓
CASY
CASEYS GEN STORES INC
-$297.0K
0
-100%
清仓
LQD
ISHARES TR
-$278.5K
0
-100%
建仓
ZNOV
INNOVATOR ETFS TRUST
+$277.2K
10,392
增持
LLY
ELI LILLY & CO
+$276.1K
746
+8%
建仓
ZTS
ZOETIS INC
+$275.3K
2,188
增持
GMOV
GMO ETF TRUST
+$265.7K
96,504
+7%
清仓
NNN
NNN REIT INC
-$264.9K
0
-100%
减持
ENB
ENBRIDGE INC
-$261.1K
8,039
-37%
建仓
FCX
FREEPORT-MCMORAN INC
+$246.8K
4,859
增持
AMAT
APPLIED MATLS INC
+$244.8K
3,086
+15%
减持
SCHD
SCHWAB STRATEGIC TR
-$239.7K
43,738
-17%
建仓
AEM
AGNICO EAGLE MINES LTD
+$239.4K
1,412
清仓
SMCI
SUPER MICRO COMPUTER INC
-$237.1K
0
-100%
增持
SPYI
NEOS ETF TRUST
+$234.2K
76,078
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$234.0K
2,684
+21%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$233.5K
6,310
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$230.4K
5,201
清仓
PTC
PTC INC
-$229.4K
0
-100%
清仓
—
FERRARI N V
-$229.0K
0
-100%
减持
IWD
ISHARES TR
-$224.3K
4,288
-22%
增持
MU
MICRON TECHNOLOGY INC
+$220.6K
1,867
+0%
建仓
CMI
CUMMINS INC
+$220.4K
432
减持
SRE
SEMPRA
-$218.7K
4,107
-36%
建仓
DBMF
LITMAN GREGORY FDS TR
+$216.2K
7,706
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$215.9K
0
-100%
清仓
MUNI
PIMCO ETF TR
-$214.0K
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$211.5K
0
-100%
建仓
SHOP
SHOPIFY INC
+$208.6K
1,296
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$208.4K
1,024
建仓
WSO
WATSCO INC
+$207.0K
614
增持
HD
HOME DEPOT INC
-$205.1K
3,832
+2%
清仓
TPYP
TORTOISE CAPITAL SERIES TRUS
-$204.1K
0
-100%
增持
KLAC
KLA CORP
+$203.5K
718
+16%
清仓
HOOD
ROBINHOOD MKTS INC
-$203.5K
0
-100%
清仓
ICFI
ICF INTL INC
-$203.2K
0
-100%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$203.0K
5,240
清仓
DTE
DTE ENERGY CO
-$202.6K
0
-100%
建仓
GE
GE AEROSPACE
+$202.5K
657
建仓
ENS
ENERSYS
+$202.2K
1,378
建仓
BTI
BRITISH AMERN TOB PLC
+$201.1K
3,553
清仓
SIGI
SELECTIVE INS GROUP INC
-$201.0K
0
-100%
清仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$200.8K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$194.3K
1,727
+15%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$192.5K
40,850
+9%
增持
CSWC
CAPITAL SOUTHWEST CORP
+$184.9K
66,218
+13%
增持
ISRG
INTUITIVE SURGICAL INC
+$184.8K
1,454
+2%
增持
PH
PARKER-HANNIFIN CORP
+$179.2K
1,010
+8%
增持
META
META PLATFORMS INC
-$178.1K
4,193
+5%
增持
NFLX
NETFLIX INC
-$177.7K
12,669
+1012%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$177.5K
53,413
+13%
减持
SE
SEA LTD
-$175.9K
2,705
-7%
减持
APP
APPLOVIN CORP
-$175.6K
986
-16%
减持
PYPL
PAYPAL HLDGS INC
-$174.9K
8,346
-15%
建仓
PCG
PG&E CORP
+$170.2K
10,591
减持
YMAR
FIRST TR EXCHNG TRADED FD VI
-$168.8K
154,010
-7%
增持
ORCL
ORACLE CORP
-$166.9K
2,966
+12%
增持
ETHA
ISHARES ETHEREUM TR
+$165.9K
30,311
+86%
减持
DFAR
DIMENSIONAL ETF TRUST
-$165.8K
27,539
-18%
增持
AVUV
AMERICAN CENTY ETF TR
+$164.8K
19,618
+6%
增持
TJX
TJX COS INC NEW
+$157.3K
8,379
+7%
增持
GAIN
GLADSTONE INVT CORP
+$156.6K
111,329
+10%
增持
APD
AIR PRODS & CHEMS INC
+$155.5K
2,427
+49%
增持
MCK
MCKESSON CORP
+$150.6K
1,043
+14%
增持
ARCC
ARES CAPITAL CORP
+$149.3K
72,298
+12%
增持
HTGC
HERCULES CAPITAL INC
+$142.0K
89,597
+10%
增持
TXN
TEXAS INSTRS INC
+$137.6K
5,464
+24%
增持
GLD
SPDR GOLD TR
+$137.1K
3,313
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$136.5K
18,520
+12%
增持
GBDC
GOLUB CAP BDC INC
+$136.0K
117,221
+10%
减持
HYG
ISHARES TR
-$135.9K
2,574
-39%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$134.7K
4,074
-20%
增持
APH
AMPHENOL CORP NEW
+$132.9K
4,416
+18%
增持
DG
DOLLAR GEN CORP NEW
+$132.3K
4,009
+4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$132.0K
1,841
-6%
增持
MSDL
MORGAN STANLEY DIRECT LENDIN
+$129.8K
76,982
+9%
减持
ABBV
ABBVIE INC
-$127.0K
4,034
-11%
减持
AMZN
AMAZON COM INC
+$121.4K
17,553
-2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$120.2K
21,705
+16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$117.5K
33,174
-1%
减持
B
BARRICK MNG CORP
+$117.4K
13,833
-7%
减持
SNPS
SYNOPSYS INC
-$115.3K
1,725
-8%
增持
PFF
ISHARES TR
+$115.1K
71,190
+8%
增持
TGT
TARGET CORP
+$112.8K
3,230
+43%
减持
DFUS
DIMENSIONAL ETF TRUST
-$111.8K
7,243
-19%
增持
—
EXXON MOBIL CORP
+$111.7K
14,162
+0%
减持
VOO
VANGUARD INDEX FDS
-$110.4K
11,493
-4%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$110.3K
101,735
+13%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$109.8K
6,554
+10%
减持
SBUX
STARBUCKS CORP
-$108.7K
3,366
-27%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$107.5K
150,627
-4%
增持
GLAD
GLADSTONE CAPITAL CORP
+$106.8K
60,644
+16%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$105.9K
11,375
+7%
增持
—
ASML HOLDING N V
+$105.6K
656
+6%
增持
GWW
WW GRAINGER INC
+$104.1K
1,084
+4%
减持
FAST
FASTENAL CO
-$103.8K
11,109
-1%
减持
DFSD
DIMENSIONAL ETF TRUST
-$103.6K
5,592
-28%
增持
PWR
QUANTA SVCS INC
+$103.1K
1,443
+18%
减持
USB
US BANCORP DEL
+$102.9K
27,281
-3%
增持
KVUE
KENVUE INC
+$102.8K
29,359
+18%
减持
T
AT&T INC
-$102.5K
26,492
-2%
增持
GPC
GENUINE PARTS CO
-$101.2K
6,765
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$100.6K
1,327
-4%
清仓
LAC
LITHIUM AMERS CORP NEW
-$100.3K
0
-100%
减持
PAYX
PAYCHEX INC
-$94.8K
3,356
-10%
