13F 机构持仓

Legacy Capital Wealth Partners, LLC

LITTLE ROCK AR · SEC CIK 0001766228

2026Q22026Q1 更早 9 个季度 🔒
$5.26亿2026Q1 申报市值
385持仓数
37.7%前十大占比 · 第一大 11.6%
35 / 25新建仓 / 清仓
申报市值走势$5.21亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

WMT 11.6%
SPY 9.1%
JBHT 4.3%
DHI 2.8%
RDVY 2.0%
TSLA 1.8%
RWL 1.6%
FJUN 1.6%
IVV 1.5%
GAP 1.4%

2026Q1 买入最多 按季末市值估算

DHI 新建仓+$1,487.06万
SPY 加仓+$502.78万
RSP 重新持有+$368.66万
INTC 加仓+$187.00万
SH 新建仓+$181.67万

2026Q1 卖出最多 按季末市值估算

EXACT SCIENCES C 清仓-$424.90万
WMT 减仓-$394.85万
JBHT 减仓-$281.59万
JEPI 清仓-$233.83万
EOG 减仓-$188.42万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
KHPI MANAGED PORTFOLIO SERIES $26.58万0.05%10,977 1,45615.3% $3.52万 加仓
CASY CASEYS GEN STORES INC $27.25万0.05%374 -151-28.8% -$11.00万 重新持有
— INNOVATOR ETFS TRUST $27.59万0.05%10,392 00.0% — 不变
BF/B BROWN FORMAN CORP $27.60万0.05%10,438 -3,391-24.5% -$8.97万 减仓
DUK DUKE ENERGY CORP NEW $27.96万0.05%2,135 -187-8.1% -$2.45万 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $28.16万0.05%4,196 -48-1.1% -$3,222 减仓
INGR INGREDION INC $28.19万0.05%2,502 833.4% $9,351 加仓
SBUX STARBUCKS CORP $28.28万0.05%3,157 -209-6.2% -$1.87万 减仓
BRO BROWN & BROWN INC $28.51万0.05%4,373 -829-15.9% -$5.41万 减仓
MUB ISHARES TR $28.79万0.05%2,712 1787.0% $1.89万 加仓
LFUS LITTELFUSE INC $28.81万0.05%849 -54-6.0% -$1.83万 减仓
ROP ROPER TECHNOLOGIES INC $28.88万0.05%816 -13-1.6% -$4,600 减仓
FEGE RBB FUND TRUST $28.96万0.06%6,161 6,161— $28.96万 新建仓
IDA IDACORP INC $28.98万0.06%2,027 170.8% $2,430 加仓
VNLA JANUS DETROIT STR TR $29.07万0.06%5,950 00.0% — 不变
VTEB VANGUARD MUN BD FDS $29.12万0.06%5,836 -687-10.5% -$3.43万 减仓
VMC VULCAN MATLS CO $29.14万0.06%1,070 40.4% $1,089 加仓
COP CONOCOPHILLIPS $29.35万0.06%2,224 -152-6.4% -$2.01万 减仓
MPC MARATHON PETE CORP $29.55万0.06%1,210 1,210— $29.55万 新建仓
MET METLIFE INC $29.64万0.06%4,191 38110.0% $2.69万 加仓
AEM AGNICO EAGLE MINES LTD $29.84万0.06%1,470 584.1% $1.18万 加仓
SCHG SCHWAB STRATEGIC TR $30.02万0.06%10,305 -1,621-13.6% -$4.72万 减仓
BUFS FIRST TR EXCHNG TRADED FD VI $30.31万0.06%13,145 4243.3% $9,777 加仓
BKNG BOOKING HOLDINGS INC $30.32万0.06%72 812.5% $3.37万 加仓
JMBS JANUS DETROIT STR TR $30.38万0.06%6,724 00.0% — 不变
— INNOVATOR ETFS TRUST $30.40万0.06%11,648 00.0% — 不变
SHW SHERWIN WILLIAMS CO $30.48万0.06%951 -11-1.1% -$3,526 减仓
FNF FIDELITY NATL FINL INC $31.10万0.06%6,706 -94-1.4% -$4,360 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $31.34万0.06%13,343 -1,128-7.8% -$2.65万 减仓
SYY SYSCO CORP $31.65万0.06%4,438 -1,483-25.0% -$10.58万 减仓
PANW PALO ALTO NETWORKS INC $31.70万0.06%1,977 1075.7% $1.72万 加仓
SCHH SCHWAB STRATEGIC TR $32.07万0.06%14,925 800.5% $1,719 加仓
BURL BURLINGTON STORES INC $32.18万0.06%989 596.3% $1.92万 加仓
MS MORGAN STANLEY $32.23万0.06%1,958 1548.5% $2.53万 加仓
— FIRST TR EXCHNG TRADED FD VI $32.27万0.06%10,643 00.0% — 不变
DSEP FIRST TR EXCHNG TRADED FD VI $32.38万0.06%7,366 -334-4.3% -$1.47万 减仓
SF STIFEL FINL CORP $32.49万0.06%4,396 801.9% $5,950 加仓
GD GENERAL DYNAMICS CORP $32.82万0.06%956 -806-45.7% -$27.67万 减仓
LEN LENNAR CORP $33.18万0.06%3,821 39011.4% $3.39万 加仓
IJH ISHARES TR $33.31万0.06%4,933 00.0% — 不变
HEI/A HEICO CORP NEW $33.44万0.06%1,584 -37-2.3% -$7,810 减仓
VIG VANGUARD SPECIALIZED FUNDS $33.64万0.06%1,564 -496-24.1% -$10.67万 减仓
HLN HALEON PLC $34.92万0.07%34,883 -456-1.3% -$4,565 减仓
B BARRICK MNG CORP $35.29万0.07%8,651 -5,182-37.5% -$21.14万 减仓
BSX BOSTON SCIENTIFIC CORP $35.43万0.07%5,647 83417.3% $5.23万 加仓
DGX QUEST DIAGNOSTICS INC $35.72万0.07%1,823 -466-20.4% -$9.13万 减仓
ABT ABBOTT LABORATORIES $35.73万0.07%3,480 -34-1.0% -$3,491 减仓
ADP AUTOMATIC DATA PROCESSING IN $35.73万0.07%1,759 38327.8% $7.78万 加仓
PPG PPG INDS INC $35.95万0.07%3,364 37712.6% $4.03万 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $36.12万0.07%7,539 00.0% — 不变
GL GLOBE LIFE INC $36.37万0.07%2,613 -10-0.4% -$1,392 减仓
AGNC AGNC INVT CORP $36.49万0.07%36,384 -406-1.1% -$4,072 减仓
ORCL ORACLE CORP $36.62万0.07%2,489 -477-16.1% -$7.02万 减仓
AZO AUTOZONE INC $36.82万0.07%109 -45-29.2% -$15.20万 减仓
CVS CVS HEALTH CORP $36.95万0.07%5,145 60313.3% $4.33万 加仓
PAAA PGIM ETF TR $37.01万0.07%7,232 1371.9% $7,012 加仓
CCEP COCA-COLA EUROPACIFIC PARTNE $37.27万0.07%4,110 -127-3.0% -$1.15万 减仓
ESGV VANGUARD WORLD FD $37.27万0.07%3,320 00.0% — 不变
IWM ISHARES TR $37.90万0.07%1,528 20.1% $496 加仓
PSA PUBLIC STORAGE OPER CO $37.90万0.07%1,399 16313.2% $4.42万 加仓
SCHW SCHWAB CHARLES CORP $38.07万0.07%4,051 -1,264-23.8% -$11.88万 减仓
PAYX PAYCHEX INC $38.09万0.07%4,135 77923.2% $7.18万 加仓
SRE SEMPRA $38.24万0.07%3,936 -171-4.2% -$1.66万 减仓
APP APPLOVIN CORP $38.92万0.07%978 -8-0.8% -$3,184 减仓
SHY ISHARES TR $39.18万0.07%4,745 00.0% — 不变
TMUS T-MOBILE US INC $39.20万0.07%1,867 -248-11.7% -$5.21万 减仓
BDX BECTON DICKINSON & CO $39.42万0.07%2,507 -35-1.4% -$5,503 减仓
ADBE ADOBE INC $39.48万0.08%1,624 1,624— $39.48万 新建仓
AMT AMERICAN TOWER CORP $39.84万0.08%2,308 62937.5% $10.86万 加仓
JHMB JOHN HANCOCK EXCHANGE TRADED $39.87万0.08%18,113 00.0% — 不变
DFNM DIMENSIONAL ETF TRUST $39.88万0.08%8,320 -266-3.1% -$1.27万 减仓
PULS PGIM ETF TR $40.14万0.08%8,110 00.0% — 不变
CMCSA COMCAST CORP NEW $40.15万0.08%13,985 5,10157.4% $14.64万 加仓
AGG ISHARES TR $40.41万0.08%4,071 -131-3.1% -$1.30万 减仓
BAX BAXTER INTL INC $40.52万0.08%24,118 8,96859.2% $15.07万 加仓
DG DOLLAR GEN CORP $40.70万0.08%3,428 -581-14.5% -$6.90万 减仓
SCCO SOUTHERN COPPER CORP $40.78万0.08%2,370 2,370— $40.78万 新建仓
WM WASTE MGMT INC DEL $41.10万0.08%1,788 -72-3.9% -$1.65万 减仓
— FIRST TR EXCHNG TRADED FD VI $41.39万0.08%12,615 -2,400-16.0% -$7.87万 减仓
NVO NOVO-NORDISK A S $41.64万0.08%11,330 6,967159.7% $25.60万 加仓
MKL MARKEL GROUP INC $42.11万0.08%220 20.9% $3,828 加仓
CME CME GROUP INC $42.12万0.08%1,426 -2-0.1% -$591 减仓
— DIMENSIONAL ETF TRUST $42.13万0.08%17,814 -9,725-35.3% -$23.00万 减仓
ROE EA SERIES TRUST $42.28万0.08%11,934 -3,297-21.6% -$11.68万 减仓
SPIB SPDR SERIES TRUST $42.31万0.08%12,614 00.0% — 不变
ISTB ISHARES TR $42.97万0.08%8,867 00.0% — 不变
WEC WEC ENERGY GROUP INC $43.06万0.08%3,719 68122.4% $7.88万 加仓
— FIRST TR EXCHNG TRADED FD VI $43.15万0.08%13,210 00.0% — 不变
IEMG ISHARES INC $43.31万0.08%6,209 6,209— $43.31万 新建仓
UNH UNITEDHEALTH GROUP INC $43.46万0.08%1,606 201.3% $5,413 加仓
JLL JONES LANG LASALLE INC $43.79万0.08%1,439 -32-2.2% -$9,738 减仓
ACN ACCENTURE PLC IRELAND $43.86万0.08%2,212 -241-9.8% -$4.78万 减仓
NEM NEWMONT CORP $43.91万0.08%4,056 1092.8% $1.18万 加仓
FLRN SPDR SERIES TRUST $44.27万0.08%14,382 -3,173-18.1% -$9.77万 减仓
PSP INVESCO EXCHANGE TRADED FD T $44.70万0.09%7,909 -4,814-37.8% -$27.21万 减仓
COR CENCORA INC $46.39万0.09%1,477 -625-29.7% -$19.63万 减仓
PYPL PAYPAL HLDGS INC $46.48万0.09%10,276 1,93023.1% $8.73万 加仓
PSX PHILLIPS 66 $46.88万0.09%2,573 00.0% — 不变
PLD PROLOGIS INC. $47.82万0.09%3,618 -25-0.7% -$3,305 减仓
CDNS CADENCE DESIGN SYSTEM INC $47.88万0.09%1,723 1167.2% $3.22万 加仓