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LEGACY CAPITAL WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0002071183

持仓数

65

前50大市值合计

$169.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$15.6M

139,331

9.2%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$9.9M

197,232

5.9%

SCIO FIRST TR EXCHANGE-TRADED FD

STRUCTURED CR IN

$9.5M

461,107

5.6%

UDEC INNOVATOR ETFS TRUST

US EQTY ULTRA B

$8.8M

225,553

5.2%

NVDA NVIDIA CORPORATION

COM

$7.5M

43,210

4.4%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$7.2M

169,881

4.3%

GRNY TIDAL TRUST I

FUNDSTRAT GRANNY

$5.0M

208,368

2.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.8M

7,423

2.9%

AAPL APPLE INC

COM

$4.7M

18,428

2.8%

AMZN AMAZON COM INC

COM

$4.3M

20,589

2.5%

MSFT MICROSOFT CORP

COM

$4.1M

11,113

2.4%

GOOG ALPHABET INC

CAP STK CL C

$4.0M

13,919

2.4%

CVX CHEVRON CORPORATION

COM

$3.7M

17,759

2.2%

— ROYAL CARIBBEAN GROUP

COM

$3.6M

13,100

2.1%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$3.6M

15,127

2.1%

STRL STERLING INFRASTRUCTURE INC

COM

$3.6M

8,748

2.1%

KLAC KLA CORP

COM NEW

$3.5M

2,372

2.1%

TJX TJX COS INC NEW

COM

$3.4M

21,223

2.0%

AVGO BROADCOM INC

COM

$3.4M

10,903

2.0%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$3.2M

22,302

1.9%

MCK MCKESSON CORP

COM

$3.2M

3,694

1.9%

META META PLATFORMS INC

CL A

$3.1M

5,494

1.9%

EME EMCOR GROUP INC

COM

$3.1M

4,178

1.8%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$3.1M

9,123

1.8%

NEM NEWMONT CORP

COM

$3.1M

28,444

1.8%

ANET ARISTA NETWORKS INC

COM SHS

$3.1M

24,922

1.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.0M

6,296

1.8%

PH PARKER-HANNIFIN CORP

COM

$2.9M

3,273

1.7%

AEP AMERICAN ELEC PWR CO INC

COM

$2.9M

21,852

1.7%

ORLY OREILLY AUTOMOTIVE INC

COM

$2.9M

30,969

1.7%

LLY ELI LILLY & CO

COM

$2.9M

3,104

1.7%

JPM JPMORGAN CHASE & CO

COM

$2.8M

9,625

1.7%

ATI ATI INC

COM

$2.8M

19,271

1.7%

COST COSTCO WHOLESALE CORPORATION

COM

$2.8M

2,812

1.7%

VRTX VERTEX PHARMACEUTICALS INC

COM

$2.6M

5,849

1.5%

COWZ PACER FDS TR

US CASH COWS 100

$1.2M

19,972

0.7%

— STATE STR SPDR S&P 500 ETF T

CALL · 认购

$1.2M

1,900

0.7%

CGGO CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI

$1.2M

35,232

0.7%

— EXXON MOBIL CORP

COM

$1.2M

6,881

0.7%

— STATE STR SPDR S&P 500 ETF T

PUT · 认沽

$1.0M

1,600

0.6%

MU MICRON TECHNOLOGY INC

COM

$950.0K

2,812

0.6%

TSLA TESLA INC

COM

$930.1K

2,502

0.5%

SSO PROSHARES TR

PSHS ULT S&P 500

$585.2K

11,280

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$556.0K

1,733

0.3%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$522.4K

3,571

0.3%

AMD ADVANCED MICRO DEVICES INC

COM

$493.9K

2,428

0.3%

GOOGL ALPHABET INC

CAP STK CL A

$489.4K

1,702

0.3%

SLV ISHARES SILVER TR

ISHARES

$466.0K

6,839

0.3%

SPGI S&P GLOBAL INC

COM

$446.2K

1,049

0.3%

GLD SPDR GOLD TR

GOLD SHS

$428.6K

996

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

SPMO9.2%JAAA5.9%SCIO5.6%UDEC5.2%NVDA4.4%CGDV4.3%