Legacy Capital Wealth Partners, LLC
LITTLE ROCK AR · SEC CIK 0001766228
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FAST | FASTENAL CO | $48.65万 | 0.09% | 10,484 | -625 | -5.6% | -$2.90万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.77万 | 0.09% | 992 | -335 | -25.2% | -$16.47万 | 减仓 |
| — | ISHARES ETHEREUM TR | $48.81万 | 0.09% | 30,833 | 522 | 1.7% | $8,263 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $48.97万 | 0.09% | 3,014 | 101 | 3.5% | $1.64万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $49.10万 | 0.09% | 21,941 | 5,620 | 34.4% | $12.58万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $49.73万 | 0.09% | 30,267 | 2,053 | 7.3% | $3.37万 | 加仓 |
| NOW | SERVICENOW INC | $50.18万 | 0.10% | 4,800 | 723 | 17.7% | $7.56万 | 加仓 |
| MCO | MOODYS CORP | $50.56万 | 0.10% | 1,159 | 7 | 0.6% | $3,054 | 加仓 |
| KVUE | KENVUE INC | $50.78万 | 0.10% | 29,453 | 94 | 0.3% | $1,621 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $51.04万 | 0.10% | 4,581 | 1,951 | 74.2% | $21.74万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $51.39万 | 0.10% | 7,248 | 5 | 0.1% | $355 | 加仓 |
| SPGI | S&P GLOBAL INC | $51.69万 | 0.10% | 1,215 | -10 | -0.8% | -$4,254 | 减仓 |
| URI | UNITED RENTALS INC | $51.85万 | 0.10% | 712 | 75 | 11.8% | $5.46万 | 加仓 |
| ROST | ROSS STORES INC | $51.91万 | 0.10% | 2,396 | -1,572 | -39.6% | -$34.06万 | 减仓 |
| DIS | DISNEY WALT CO | $51.92万 | 0.10% | 5,387 | -971 | -15.3% | -$9.36万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $52.13万 | 0.10% | 10,300 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $52.13万 | 0.10% | 1,482 | -64 | -4.1% | -$2.25万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $52.55万 | 0.10% | 1,261 | 174 | 16.0% | $7.25万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $52.61万 | 0.10% | 2,660 | -84 | -3.1% | -$1.66万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $52.71万 | 0.10% | 5,676 | -9 | -0.2% | -$836 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $52.97万 | 0.10% | 14,444 | 8,272 | 134.0% | $30.33万 | 加仓 |
| SNA | SNAP ON INC | $53.88万 | 0.10% | 1,483 | -16 | -1.1% | -$5,813 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $54.07万 | 0.10% | 877 | 3 | 0.3% | $1,850 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $54.09万 | 0.10% | 11,505 | -112 | -1.0% | -$5,266 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $54.60万 | 0.10% | 16,217 | 1,853 | 12.9% | $6.24万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $55.56万 | 0.11% | 2,159 | -723 | -25.1% | -$18.61万 | 减仓 |
| CSCO | CISCO SYS INC | $56.05万 | 0.11% | 7,223 | 533 | 8.0% | $4.14万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $56.18万 | 0.11% | 11,243 | 1,296 | 13.0% | $6.48万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $56.35万 | 0.11% | 1,864 | -24 | -1.3% | -$7,255 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $56.55万 | 0.11% | 3,100 | -45 | -1.4% | -$8,208 | 减仓 |
| SHEL | SHELL PLC | $56.63万 | 0.11% | 6,089 | -49 | -0.8% | -$4,557 | 减仓 |
| TGT | TARGET CORP | $56.67万 | 0.11% | 4,675 | 1,445 | 44.7% | $17.51万 | 加仓 |
| BAC | BANK AMERICA CORP | $56.91万 | 0.11% | 11,673 | 2,167 | 22.8% | $10.56万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $56.96万 | 0.11% | 6,883 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $57.26万 | 0.11% | 4,980 | 4,980 | — | $57.26万 | 新建仓 |
| WFC | WELLS FARGO & CO | $57.35万 | 0.11% | 7,204 | -1,552 | -17.7% | -$12.36万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $58.20万 | 0.11% | 6,437 | 2,363 | 58.0% | $21.37万 | 加仓 |
| SNY | SANOFI SA | $59.21万 | 0.11% | 12,289 | -65 | -0.5% | -$3,132 | 减仓 |
| IJR | ISHARES TR | $59.94万 | 0.11% | 13,186 | 1,296 | 10.9% | $5.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $60.00万 | 0.11% | 8,435 | -448 | -5.0% | -$3.19万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $60.28万 | 0.11% | 14,277 | 6,698 | 88.4% | $28.28万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $60.76万 | 0.12% | 13,241 | 1,281 | 10.7% | $5.88万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $60.95万 | 0.12% | 6,871 | 729 | 11.9% | $6.47万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $62.57万 | 0.12% | 23,234 | 141 | 0.6% | $3,797 | 加仓 |
| PYLD | PIMCO ETF TR | $62.78万 | 0.12% | 23,963 | -6,008 | -20.0% | -$15.74万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $62.86万 | 0.12% | 3,411 | -72 | -2.1% | -$1.33万 | 减仓 |
| APH | AMPHENOL CORP | $63.46万 | 0.12% | 5,023 | 607 | 13.7% | $7.67万 | 加仓 |
| CSL | CARLISLE COS INC | $63.55万 | 0.12% | 1,905 | 314 | 19.7% | $10.47万 | 加仓 |
| PGR | PROGRESSIVE CORP | $64.09万 | 0.12% | 3,233 | 395 | 13.9% | $7.83万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $64.21万 | 0.12% | 2,211 | -216 | -8.9% | -$6.27万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $65.32万 | 0.12% | 1,934 | 67 | 3.6% | $2.26万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $65.58万 | 0.12% | 8,136 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $65.67万 | 0.12% | 7,218 | -2,078 | -22.4% | -$18.91万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $65.99万 | 0.13% | 4,034 | 4,034 | — | $65.99万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $66.19万 | 0.13% | 16,766 | -2,303 | -12.1% | -$9.09万 | 减仓 |
| SGOV | ISHARES TR | $66.68万 | 0.13% | 6,624 | 6,624 | — | $66.68万 | 新建仓 |
| DEO | DIAGEO PLC | $66.81万 | 0.13% | 8,974 | 3,575 | 66.2% | $26.62万 | 加仓 |
| KO | COCA COLA CO | $67.95万 | 0.13% | 8,935 | -1,459 | -14.0% | -$11.10万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $68.60万 | 0.13% | 19,043 | 11 | 0.1% | $396 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $69.04万 | 0.13% | 9,358 | 1,206 | 14.8% | $8.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $69.38万 | 0.13% | 1,202 | -60 | -4.8% | -$3.46万 | 减仓 |
| SNPS | SYNOPSYS INC | $69.38万 | 0.13% | 1,750 | 25 | 1.4% | $9,912 | 加仓 |
| AZN | ASTRAZENECA PLC | $70.03万 | 0.13% | 3,551 | 3,551 | — | $70.03万 | 新建仓 |
| MBB | ISHARES TR | $70.11万 | 0.13% | 7,384 | -89 | -1.2% | -$8,451 | 减仓 |
| ICLR | ICON PLC | $70.41万 | 0.13% | 6,363 | 1,148 | 22.0% | $12.70万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $70.45万 | 0.13% | 67,545 | 1,573 | 2.4% | $1.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $70.62万 | 0.13% | 1,532 | 78 | 5.4% | $3.60万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $70.86万 | 0.13% | 20,884 | 20,884 | — | $70.86万 | 新建仓 |
| ETN | EATON CORP PLC | $71.27万 | 0.14% | 1,993 | 431 | 27.6% | $15.41万 | 加仓 |
| RTX | RTX CORPORATION | $73.04万 | 0.14% | 3,787 | 744 | 24.4% | $14.35万 | 加仓 |
| LOW | LOWES COS INC | $75.01万 | 0.14% | 3,175 | -566 | -15.1% | -$13.37万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $75.37万 | 0.14% | 29,931 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $75.66万 | 0.14% | 2,594 | -31 | -1.2% | -$9,042 | 减仓 |
| INTU | INTUIT | $75.73万 | 0.14% | 1,751 | 333 | 23.5% | $14.40万 | 加仓 |
| WPC | WP CAREY INC | $75.99万 | 0.14% | 11,182 | -185 | -1.6% | -$1.26万 | 减仓 |
| — | COTERRA ENERGY INC | $76.43万 | 0.15% | 21,750 | 7 | 0.0% | $246 | 加仓 |
| HSY | HERSHEY CO | $76.73万 | 0.15% | 3,691 | -108 | -2.8% | -$2.25万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.92万 | 0.15% | 2,229 | -145 | -6.1% | -$5.00万 | 减仓 |
| GPC | GENUINE PARTS CO | $77.14万 | 0.15% | 7,295 | 530 | 7.8% | $5.60万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $77.36万 | 0.15% | 1,280 | -239 | -15.7% | -$14.45万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $77.37万 | 0.15% | 10,109 | -2,678 | -20.9% | -$20.50万 | 减仓 |
| LLY | ELI LILLY & CO | $77.43万 | 0.15% | 842 | 96 | 12.9% | $8.83万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $77.78万 | 0.15% | 12,696 | 1,384 | 12.2% | $8.48万 | 加仓 |
| LIN | LINDE PLC | $78.01万 | 0.15% | 1,574 | 82 | 5.5% | $4.06万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $78.52万 | 0.15% | 3,773 | -49 | -1.3% | -$1.02万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $78.62万 | 0.15% | 7,991 | -676 | -7.8% | -$6.65万 | 减仓 |
| ASML | ASML HLDG NV | $78.88万 | 0.15% | 597 | -59 | -9.0% | -$7.80万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $79.04万 | 0.15% | 9,997 | -2,458 | -19.7% | -$19.43万 | 减仓 |
| TFC | TRUIST FINL CORP | $79.88万 | 0.15% | 17,376 | -191 | -1.1% | -$8,780 | 减仓 |
| IWD | ISHARES TR | $80.32万 | 0.15% | 3,759 | -529 | -12.3% | -$11.30万 | 减仓 |
| GSK | GSK PLC | $82.31万 | 0.16% | 14,914 | -4,872 | -24.6% | -$26.89万 | 减仓 |
| ABBV | ABBVIE INC | $84.59万 | 0.16% | 3,890 | -144 | -3.6% | -$3.13万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $84.89万 | 0.16% | 1,901 | 174 | 10.1% | $7.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $84.92万 | 0.16% | 3,474 | -2,160 | -38.3% | -$52.80万 | 减仓 |
| WMB | WILLIAMS COS INC | $85.16万 | 0.16% | 11,701 | -4,048 | -25.7% | -$29.46万 | 减仓 |
| SMTH | ALPS ETF TR | $86.61万 | 0.16% | 33,627 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $88.03万 | 0.17% | 883 | 4 | 0.5% | $3,988 | 加仓 |
| MDT | MEDTRONIC PLC | $88.11万 | 0.17% | 10,169 | 120 | 1.2% | $1.04万 | 加仓 |
| PWR | QUANTA SVCS INC | $88.67万 | 0.17% | 1,615 | 172 | 11.9% | $9.44万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $88.88万 | 0.17% | 11,982 | -48 | -0.4% | -$3,561 | 减仓 |