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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 71 项建仓 10增持 30减持 21清仓 10

方向

标的

Δ市值

现股数(环比)

增持

SCIO FIRST TR EXCHANGE-TRADED FD

+$2.9M

461,107 +45%

建仓

AEP AMERICAN ELEC PWR CO INC

+$2.9M

21,852

建仓

JPM JPMORGAN CHASE & CO

+$2.8M

9,625

建仓

ATI ATI INC

+$2.8M

19,271

清仓

IBIT ISHARES BITCOIN TRUST ETF

-$2.7M

0 -100%

增持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$2.6M

9,123 +505%

清仓

DELL DELL TECHNOLOGIES INC

-$2.4M

0 -100%

清仓

CRM SALESFORCE INC

-$2.2M

0 -100%

清仓

TSCO TRACTOR SUPPLY CO

-$2.1M

0 -100%

减持

JAAA JANUS DETROIT STR TR

-$1.6M

197,232 -14%

建仓

— STATE STR SPDR S&P 500 ETF T

+$1.2M

1,900

增持

CVX CHEVRON CORPORATION

+$1.1M

17,759 +7%

建仓

— STATE STR SPDR S&P 500 ETF T

+$1.0M

1,600

减持

NEM NEWMONT CORP

-$981.4K

28,444 -30%

增持

AAPL APPLE INC

+$911.5K

18,428 +33%

增持

MSFT MICROSOFT CORP

+$864.8K

11,113 +65%

减持

GOOG ALPHABET INC

-$864.1K

13,919 -10%

增持

XMMO INVESCO EXCHANGE TRADED FD T

+$834.4K

22,302 +29%

增持

COST COSTCO WHOLESALE CORPORATION

+$691.0K

2,812 +15%

增持

AMZN AMAZON COM INC

+$601.9K

20,589 +34%

减持

TSLA TESLA INC

-$565.2K

2,502 -25%

减持

SLV ISHARES SILVER TR

-$529.1K

6,839 -56%

建仓

GOOGL ALPHABET INC

+$489.4K

1,702

增持

NVDA NVIDIA CORPORATION

+$447.0K

43,210 +14%

清仓

BMNR BITMINE IMMERSION TECNOLOGIE

-$423.6K

0 -100%

增持

ORLY OREILLY AUTOMOTIVE INC

+$411.5K

30,969 +15%

增持

SPMO INVESCO EXCH TRADED FD TR II

-$384.6K

139,331 +4%

增持

— EXXON MOBIL CORP

+$381.8K

6,881 +5%

增持

TJX TJX COS INC NEW

+$371.4K

21,223 +8%

建仓

CSCO CISCO SYS INC

+$343.3K

4,425

减持

QQQM INVESCO EXCH TRADED FD TR II

-$337.4K

15,127 -3%

减持

EME EMCOR GROUP INC

+$336.5K

4,178 -7%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$330.8K

7,423 -2%

清仓

AXSM AXSOME THERAPEUTICS INC

-$326.0K

0 -100%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$325.5K

5,849 +16%

增持

AVGO BROADCOM INC

-$317.1K

10,903 +3%

增持

LLY ELI LILLY & CO

-$309.0K

3,104 +5%

增持

MCK MCKESSON CORP

+$283.0K

3,694 +4%

清仓

FBTC FIDELITY WISE ORIGIN BITCOIN

-$278.2K

0 -100%

增持

— ISHARES BITCOIN TRUST ETF

+$267.6K

8,200 +9900%

减持

STRL STERLING INFRASTRUCTURE INC

+$256.4K

8,748 -19%

建仓

ONDS ONDAS INC

+$240.1K

26,560

清仓

DDIV FIRST TR EXCHANGE TRADED FD

-$227.8K

0 -100%

清仓

VTV VANGUARD INDEX FDS

-$213.5K

0 -100%

增持

UDEC INNOVATOR ETFS TRUST

+$212.7K

225,553 +5%

建仓

WMT WALMART INC

+$212.2K

1,707

建仓

— AMAZON COM INC

+$208.3K

1,000

清仓

ARTY ISHARES TR

-$207.5K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$203.2K

6,296 +12%

减持

SSO PROSHARES TR

-$135.7K

11,280 -9%

减持

KLAC KLA CORP

+$121.3K

2,372 -14%

减持

AMD ADVANCED MICRO DEVICES INC

-$117.3K

2,428 -15%

减持

SPGI S&P GLOBAL INC

-$116.1K

1,049 -3%

增持

PLTR PALANTIR TECHNOLOGIES INC

-$110.4K

3,571 +0%

减持

QLD PROSHARES TR

-$93.9K

5,459 -10%

增持

JNJ JOHNSON & JOHNSON

+$91.4K

1,263 +20%

减持

LSGR NATIXIS ETF TRUST II

-$69.6K

5,659 -13%

减持

VTI VANGUARD INDEX FDS

-$58.9K

1,733 -6%

减持

MU MICRON TECHNOLOGY INC

+$58.4K

2,812 -10%

减持

CGGO CAPITAL GROUP GBL GROWTH EQT

-$46.1K

35,232 -0%

减持

PH PARKER-HANNIFIN CORP

+$44.5K

3,273 -0%

增持

META META PLATFORMS INC

+$38.7K

5,494 +17%

减持

COWZ PACER FDS TR

+$37.7K

19,972 -1%

增持

ANET ARISTA NETWORKS INC

+$35.4K

24,922 +8%

减持

QQQ INVESCO QQQ TR

-$30.5K

739 -1%

增持

TMQ TRILOGY METALS INC NEW

-$27.4K

44,107 +2%

增持

ORCL ORACLE CORP

+$20.5K

1,835 +43%

增持

GRNY TIDAL TRUST I

+$20.1K

208,368 +4%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$6.8K

169,881 +3%

增持

SCHB SCHWAB STRATEGIC TR

-$6.7K

14,718 +3%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$2.3K

1,563 +3%

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。