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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 38
增持 47
减持 35
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
DHI
D R HORTON INC
+$14.9M
108,370
清仓
SPYI
NEOS ETF TRUST
-$4.0M
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$3.9M
20,347
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。
清仓
BIL
SPDR SERIES TRUST
-$3.9M
0
-100%
减持
WMT
WALMART INC
+$2.8M
491,110
-6%
减持
GAP
GAP INC
-$2.3M
303,581
-20%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.3M
0
-100%
增持
INTC
INTEL CORP
+$1.9M
49,296
+612%
建仓
SH
PROSHARES TR
+$1.8M
47,897
增持
BLK
BLACKROCK INC
+$1.7M
2,308
+417%
增持
TSLA
TESLA INC
-$1.4M
26,011
+6%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.4M
53,493
建仓
GPIX
GOLDMAN SACHS ETF TR
+$1.4M
27,301
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$1.3M
79,497
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.3M
33,781
清仓
CAVA
CAVA GROUP INC
-$1.3M
0
-100%
增持
MSFT
MICROSOFT CORP
-$930.9K
9,954
+4%
增持
META
META PLATFORMS INC
+$787.0K
6,213
+48%
清仓
—
ASTRAZENECA PLC
-$734.7K
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$733.6K
78,707
+9%
减持
JBHT
HUNT J B TRANS SVCS INC
-$719.6K
106,094
-11%
增持
IEFA
ISHARES TR
+$713.6K
20,434
+63%
建仓
EJAN
INNOVATOR ETFS TRUST
+$708.6K
20,884
建仓
—
ASTRAZENECA PLC
+$700.3K
3,551
增持
DFAI
DIMENSIONAL ETF TRUST
+$680.2K
60,945
+37%
建仓
SGOV
ISHARES TR
+$666.8K
6,624
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$659.9K
4,034
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$653.1K
73,593
+12%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$621.0K
162,100
+8%
增持
BKDV
BNY MELLON ETF TRUST II
+$581.4K
31,120
+164%
建仓
BX
BLACKSTONE INC
+$572.6K
4,980
减持
VOO
VANGUARD INDEX FDS
-$544.2K
11,151
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$504.7K
74,638
-13%
清仓
FBRT
FRANKLIN BSP RLTY TR INC
-$500.4K
0
-100%
减持
IVV
ISHARES TR
-$489.2K
12,106
-1%
增持
LRCX
LAM RESEARCH CORP
+$481.1K
8,439
+9%
增持
DFAT
DIMENSIONAL ETF TRUST
+$479.9K
25,341
+37%
清仓
TSCO
TRACTOR SUPPLY CO
-$449.5K
0
-100%
减持
CVX
CHEVRON CORPORATION
+$436.8K
9,958
-7%
建仓
IEMG
ISHARES INC
+$433.1K
6,209
清仓
AMP
AMERIPRISE FINL INC
-$411.5K
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$407.8K
2,370
减持
PSP
INVESCO EXCHANGE TRADED FD T
-$406.3K
7,909
-38%
建仓
ADBE
ADOBE INC
+$394.8K
1,624
清仓
ENB
ENBRIDGE INC
-$384.5K
0
-100%
减持
—
EXXON MOBIL CORP
+$384.3K
12,310
-13%
清仓
CRM
SALESFORCE INC
-$382.3K
0
-100%
清仓
RKLB
ROCKET LAB CORP
-$382.1K
0
-100%
减持
ACIO
ETF SER SOLUTIONS
-$377.9K
46,909
-13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$374.9K
34,384
+4%
减持
SYM
SYMBOTIC INC
-$370.6K
52,505
-1%
清仓
QUAL
ISHARES TR
-$361.2K
0
-100%
增持
KLAC
KLA CORP
+$349.3K
830
+16%
增持
AMAT
APPLIED MATLS INC
+$348.6K
3,341
+8%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$348.4K
2,110
-7%
清仓
CHE
CHEMED CORP NEW
-$338.0K
0
-100%
清仓
SAP
SAP SE
-$327.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$316.8K
3,474
-38%
增持
TMSL
T ROWE PRICE ETF INC
+$308.1K
14,444
+134%
增持
IWF
ISHARES TR
+$307.5K
2,697
+52%
增持
AMZN
AMAZON COM INC
-$307.5K
17,977
+2%
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$304.5K
46,806
+34%
减持
DFAU
DIMENSIONAL ETF TRUST
-$299.6K
65,957
-6%
建仓
MPC
MARATHON PETE CORP
+$295.5K
1,210
清仓
AVB
AVALONBAY CMNTYS INC
-$294.8K
0
-100%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$293.1K
147,530
+5%
建仓
FEGE
RBB FUND TRUST
+$289.6K
6,161
减持
MLPX
GLOBAL X FDS
+$287.1K
29,030
-5%
清仓
DFIP
DIMENSIONAL ETF TRUST
-$286.4K
0
-100%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$282.4K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$281.3K
992
-25%
减持
GLDM
WORLD GOLD TR
+$280.3K
38,898
-0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$280.2K
14,277
+88%
增持
T
AT&T INC
+$278.9K
32,319
+22%
增持
PWR
QUANTA SVCS INC
+$277.8K
1,615
+12%
增持
AAPL
APPLE INC
-$277.2K
25,143
+3%
减持
APP
APPLOVIN CORP
-$275.1K
978
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$274.2K
934
-49%
建仓
CASY
CASEYS GEN STORES INC
+$272.5K
374
增持
XLE
SELECT SECTOR SPDR TR
+$272.0K
12,696
+12%
清仓
DFSD
DIMENSIONAL ETF TRUST
-$268.1K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$265.1K
956
-46%
清仓
NOC
NORTHROP GRUMMAN CORP
-$264.3K
0
-100%
增持
V
VISA INC
-$264.2K
6,299
+2%
建仓
WDC
WESTERN DIGITAL CORP
+$262.9K
972
建仓
FEOE
RBB FUND TRUST
+$258.8K
5,129
增持
MCK
MCKESSON CORP
+$253.4K
1,282
+23%
增持
TCAF
T ROWE PRICE ETF INC
+$253.0K
60,010
+22%
减持
SPYM
SPDR SERIES TRUST
-$252.0K
10,109
-21%
增持
TGT
TARGET CORP
+$250.9K
4,675
+45%
建仓
WINN
HARBOR ETF TRUST
+$250.9K
9,047
增持
PFF
ISHARES TR
+$249.7K
80,928
+14%
减持
B
BARRICK MNG CORP
-$249.5K
8,651
-37%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$249.5K
3,823
+11%
减持
VOT
VANGUARD INDEX FDS
-$248.9K
2,159
-25%
建仓
GLW
CORNING INC
+$247.1K
1,817
清仓
FCX
FREEPORT-MCMORAN INC
-$246.8K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$246.3K
31,035
-29%
减持
COR
CENCORA INC
-$246.2K
1,477
-30%
增持
—
ICON PLC
-$246.1K
6,363
+22%
建仓
DIOD
DIODES INC
+$245.7K
3,600
增持
TXN
TEXAS INSTRS INC
+$243.8K
6,139
+12%
减持
WFC
WELLS FARGO & CO
-$242.6K
7,204
-18%
建仓
HON
HONEYWELL INTL INC
+$241.8K
1,070
建仓
NNN
NNN REIT INC
+$237.7K
5,655
减持
SPTM
SPDR SERIES TRUST
-$237.1K
9,997
-20%
建仓
VLO
VALERO ENERGY CORP
+$236.6K
958
清仓
EQIX
EQUINIX INC
-$236.6K
0
-100%
清仓
CDW
CDW CORP
-$234.3K
0
-100%
增持
NFLX
NETFLIX INC.
+$234.2K
14,790
+17%
增持
HTGC
HERCULES CAPITAL INC
-$233.8K
98,333
+10%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$232.5K
5,488
建仓
POOL
POOL CORP
+$232.1K
1,147
增持
GMOV
GMO ETF TRUST
+$231.3K
102,653
+6%
清仓
DOCT
FIRST TR EXCHNG TRADED FD VI
-$230.4K
0
-100%
建仓
ONTO
ONTO INNOVATION INC
+$222.3K
1,084
增持
DFEM
DIMENSIONAL ETF TRUST
+$221.6K
27,196
+25%
减持
USB
US BANCORP
-$221.4K
23,732
-13%
建仓
TSN
TYSON FOODS INC
+$221.4K
3,456
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$219.8K
1,125
减持
—
ACCENTURE PLC IRELAND
-$219.5K
2,212
-10%
减持
EOG
EOG RES INC
+$217.2K
40,083
-25%
清仓
DBMF
LITMAN GREGORY FDS TR
-$216.2K
0
-100%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$215.7K
6,437
+58%
增持
—
EATON CORP PLC
+$215.3K
1,993
+28%
建仓
QCOM
QUALCOMM INC
+$213.1K
1,655
减持
ORCL
ORACLE CORP
-$212.0K
2,489
-16%
建仓
VRT
VERTIV HOLDINGS CO
+$211.0K
842
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$210.6K
746
清仓
CFR
CULLEN FROST BANKERS INC
-$210.1K
0
-100%
减持
DFAR
DIMENSIONAL ETF TRUST
-$209.4K
17,814
-35%
建仓
COPX
GLOBAL X FDS
+$208.7K
2,733
清仓
SHOP
SHOPIFY INC
-$208.6K
0
-100%
清仓
HYG
ISHARES TR
-$207.5K
0
-100%
建仓
—
ARCH CAP GROUP LTD
+$207.5K
2,162
清仓
AUB
ATLANTIC UN BANKSHARES CORP
-$207.5K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$207.3K
7,551
建仓
NVS
NOVARTIS AG
+$204.8K
1,341
减持
DIS
DISNEY WALT CO
-$204.1K
5,387
-15%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$203.6K
0
-100%
增持
YMAR
FIRST TR EXCHNG TRADED FD VI
+$203.1K
159,621
+4%
清仓
GSEP
FIRST TR EXCHNG TRADED FD VI
-$203.0K
0
-100%
增持
DEO
DIAGEO PLC
+$202.3K
8,974
+66%
减持
COF
CAPITAL ONE FINL CORP
-$196.8K
3,100
-1%
减持
ROST
ROSS STORES INC
-$195.7K
2,396
-40%
增持
NVO
NOVO-NORDISK A S
+$194.4K
11,330
+160%
增持
CTRA
COTERRA ENERGY INC
+$192.0K
21,750
+0%
增持
ETHA
ISHARES ETHEREUM TR
-$191.8K
30,833
+2%
增持
ANET
ARISTA NETWORKS INC
+$184.8K
8,656
+29%
增持
INTU
INTUIT
-$182.2K
1,751
+23%
