LEGACY CAPITAL WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0002071183

持仓数

前50大市值合计

$169.4M

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 24Q4

25Q4 调仓2024-12-31 → 2025-12-31 · 共 73 项建仓 23增持 31减持 10清仓 9

方向

标的

Δ市值

现股数(环比)

建仓

SPMO INVESCO EXCH TRADED FD TR II

+$16.0M

134,135

减持

SPY SPDR S&P 500 ETF TR

-$9.2M

7,577 -69%

建仓

UDEC INNOVATOR ETFS TRUST

+$8.5M

215,636

建仓

CGDV CAPITAL GROUP DIVIDEND VALUE

+$7.2M

165,443

建仓

SCIO FIRST TR EXCHANGE-TRADED FD

+$6.6M

318,966

减持

QQQM INVESCO EXCH TRADED FD TR II

-$6.6M

15,546 -69%

减持

COWZ PACER FDS TR

-$5.6M

20,139 -83%

建仓

GRNY TIDAL TRUST I

+$5.0M

200,068

增持

NVDA NVIDIA CORPORATION

+$4.6M

38,010 +105%

增持

JAAA JANUS DETROIT STR TR

+$4.2M

228,809 +57%

建仓

NEM NEWMONT CORP

+$4.1M

40,666

增持

GOOG ALPHABET INC

+$3.0M

15,478 +59%

减持

CGGO CAPITAL GROUP GBL GROWTH EQT

-$3.0M

35,260 -75%

增持

KLAC KLA CORP

+$2.2M

2,774 +52%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$2.0M

53,930 +307%

增持

LLY ELI LILLY & CO

+$2.0M

2,944 +89%

增持

TJX TJX COS INC NEW

+$1.5M

19,646 +57%

清仓

WES WESTERN MIDSTREAM PARTNERS L

-$1.5M

0 -100%

增持

MCK MCKESSON CORP

+$1.4M

3,552 +38%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.4M

5,598 +82%

增持

PH PARKER-HANNIFIN CORP

+$1.4M

3,283 +41%

减持

SPGI S&P GLOBAL INC

-$1.4M

1,076 -72%

增持

AVGO BROADCOM INC

+$1.3M

10,612 +4%

增持

XMMO INVESCO EXCHANGE TRADED FD T

+$1.3M

17,333 +97%

增持

AMZN AMAZON COM INC

+$1.3M

15,372 +41%

减持

STRL STERLING INFRASTRUCTURE INC

+$1.3M

10,797 -10%

清仓

UNH UNITEDHEALTH GROUP INC

-$1.2M

0 -100%

增持

ANET ARISTA NETWORKS INC

+$1.2M

23,083 +37%

增持

EME EMCOR GROUP INC

+$1.1M

4,492 +25%

增持

META META PLATFORMS INC

+$1.1M

4,703 +38%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$1.1M

5,043 +71%

增持

ORLY OREILLY AUTOMOTIVE INC

+$1.1M

26,831 +2225%

增持

MSFT MICROSOFT CORP

+$1.1M

6,718 +30%

增持

DELL DELL TECHNOLOGIES INC

+$908.9K

19,138 +47%

建仓

MU MICRON TECHNOLOGY INC

+$891.6K

3,124

增持

CVX CHEVRON CORP NEW

+$872.3K

16,655 +45%

增持

SLV ISHARES SILVER TR

+$772.1K

15,447 +82%

增持

TSCO TRACTOR SUPPLY CO

+$734.9K

42,155 +63%

建仓

AMD ADVANCED MICRO DEVICES INC

+$611.2K

2,854

增持

COST COSTCO WHSL CORP NEW

+$602.8K

2,448 +49%

清仓

MSTR MICROSTRATEGY INC

-$552.0K

0 -100%

建仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$458.3K

1,508

建仓

BMNR BITMINE IMMERSION TECNOLOGIE

+$423.6K

15,603

增持

CRM SALESFORCE INC

+$421.2K

8,125 +57%

建仓

GLD SPDR GOLD TR

+$394.7K

996

建仓

VIG VANGUARD SPECIALIZED FUNDS

+$333.8K

1,519

增持

VTI VANGUARD INDEX FDS

+$327.7K

1,834 +85%

建仓

AXSM AXSOME THERAPEUTICS INC

+$326.0K

1,785

建仓

LSGR NATIXIS ETF TRUST II

+$292.5K

6,535

清仓

SPTL SPDR SER TR

-$288.0K

0 -100%

清仓

HD HOME DEPOT INC

-$285.1K

0 -100%

清仓

TLT ISHARES TR

-$283.9K

0 -100%

建仓

FBTC FIDELITY WISE ORIGIN BITCOIN

+$278.2K

3,649

清仓

TQQQ PROSHARES TR

-$277.0K

0 -100%

增持

TSLA TESLA INC

+$251.5K

3,325 +8%

建仓

ORCL ORACLE CORP

+$249.5K

1,280

建仓

BKR BAKER HUGHES COMPANY

+$247.6K

5,437

减持

AAPL APPLE INC

+$241.4K

13,850 -2%

建仓

DDIV FIRST TR EXCHANGE TRADED FD

+$227.8K

5,485

清仓

UWM PROSHARES TR

-$223.4K

0 -100%

建仓

JNJ JOHNSON & JOHNSON

+$217.3K

1,050

建仓

VTV VANGUARD INDEX FDS

+$213.5K

1,118

建仓

ARTY ISHARES TR

+$207.5K

4,307

建仓

TMQ TRILOGY METALS INC NEW

+$185.8K

43,107

增持

QQQ INVESCO QQQ TR

+$157.0K

744 +27%

增持

SCHB SCHWAB STRATEGIC TR

+$115.4K

14,341 +25%

建仓

— ISHARES BITCOIN TRUST ETF

+$47.4K

减持

PLTR PALANTIR TECHNOLOGIES INC

+$43.5K

3,560 -54%

减持

VGT VANGUARD WORLD FD

+$42.3K

608 -9%

减持

— EXXON MOBIL CORP

-$40.6K

6,528 -15%

清仓

ADAPY ADAPTIMMUNE THERAPEUTICS PLC

-$14.6K

0 -100%

增持

SSO PROSHARES TR

-$9.7K

12,447 +58%

增持

QLD PROSHARES TR

-$2.2K

6,063 +53%

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。