Legacy Capital Wealth Partners, LLC
LITTLE ROCK AR · SEC CIK 0001766228
$5.21亿2026Q2 申报市值
377持仓数
33.9%前十大占比 · 第一大 11.7%
38 / 52新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WMT 加仓+$522.98万
JBHT 加仓+$320.17万
SPYI 重新持有+$264.60万
RISR 新建仓+$167.87万
IWV 新建仓+$87.84万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$1,459.40万
RSP 减仓-$411.11万
BIL 重新持有-$323.82万
BLK 减仓-$183.26万
SH 清仓-$181.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $42.63万 | 0.08% | 2,606 | 298 | 12.9% | $4.87万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $42.70万 | 0.08% | 12,615 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $42.75万 | 0.08% | 2,085 | 461 | 28.4% | $9.45万 | 加仓 |
| ISTB | ISHARES TR | $42.78万 | 0.08% | 8,867 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $42.97万 | 0.08% | 220 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $43.22万 | 0.08% | 1,460 | 1,460 | — | $43.22万 | 新建仓 |
| GL | GLOBE LIFE INC | $43.42万 | 0.08% | 2,430 | -183 | -7.0% | -$3.27万 | 减仓 |
| MS | MORGAN STANLEY | $43.45万 | 0.08% | 2,078 | 120 | 6.1% | $2.51万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $43.73万 | 0.08% | 3,745 | 26 | 0.7% | $3,036 | 加仓 |
| ESGV | VANGUARD WORLD FD | $43.90万 | 0.08% | 3,320 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $43.91万 | 0.08% | 4,601 | 4,601 | — | $43.91万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $44.07万 | 0.08% | 16,848 | -966 | -5.4% | -$2.53万 | 减仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $44.11万 | 0.08% | 17,579 | 4,434 | 33.7% | $11.12万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $44.17万 | 0.08% | 1,425 | -14 | -1.0% | -$4,339 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.46万 | 0.09% | 1,530 | -699 | -31.4% | -$20.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.54万 | 0.09% | 13,210 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $44.56万 | 0.09% | 1,400 | 1 | 0.1% | $318 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $44.73万 | 0.09% | 6,247 | 6,247 | — | $44.73万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $44.84万 | 0.09% | 3,274 | 260 | 8.6% | $3.56万 | 加仓 |
| TFC | TRUIST FINL CORP | $44.99万 | 0.09% | 9,031 | -8,345 | -48.0% | -$41.57万 | 减仓 |
| PAYX | PAYCHEX INC | $45.03万 | 0.09% | 4,580 | 445 | 10.8% | $4.38万 | 加仓 |
| AGG | ISHARES TR | $45.85万 | 0.09% | 4,632 | 561 | 13.8% | $5.55万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $45.85万 | 0.09% | 17,199 | 9,648 | 127.8% | $25.72万 | 加仓 |
| IWM | ISHARES TR | $46.00万 | 0.09% | 1,531 | 3 | 0.2% | $901 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $46.30万 | 0.09% | 2,634 | -26 | -1.0% | -$4,570 | 减仓 |
| NKE | NIKE INC | $46.74万 | 0.09% | 11,387 | 11,387 | — | $46.74万 | 新建仓 |
| SHEL | SHELL PLC | $46.89万 | 0.09% | 6,047 | -42 | -0.7% | -$3,257 | 减仓 |
| SNY | SANOFI SA | $48.00万 | 0.09% | 11,251 | -1,038 | -8.4% | -$4.43万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $49.03万 | 0.09% | 11,355 | 1,079 | 10.5% | $4.66万 | 加仓 |
| PLD | PROLOGIS INC. | $50.05万 | 0.10% | 3,694 | 76 | 2.1% | $1.03万 | 加仓 |
| FAST | FASTENAL CO | $50.14万 | 0.10% | 10,439 | -45 | -0.4% | -$2,161 | 减仓 |
| LOW | LOWES COS INC | $50.21万 | 0.10% | 2,277 | -898 | -28.3% | -$19.80万 | 减仓 |
| IEMG | ISHARES INC | $50.52万 | 0.10% | 6,099 | -110 | -1.8% | -$9,112 | 减仓 |
| NEE | NEXTERA ENERGY INC | $50.62万 | 0.10% | 5,767 | 91 | 1.6% | $7,987 | 加仓 |
| BAX | BAXTER INTL INC | $51.83万 | 0.10% | 24,309 | 191 | 0.8% | $4,072 | 加仓 |
| TGT | TARGET CORP | $52.44万 | 0.10% | 4,015 | -660 | -14.1% | -$8.62万 | 减仓 |
| MCO | MOODYS CORP | $52.86万 | 0.10% | 1,167 | 8 | 0.7% | $3,623 | 加仓 |
| NOW | SERVICENOW INC | $53.16万 | 0.10% | 5,355 | 555 | 11.6% | $5.51万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $53.29万 | 0.10% | 1,818 | -393 | -17.8% | -$11.52万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $53.35万 | 0.10% | 10,550 | 250 | 2.4% | $1.26万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $53.36万 | 0.10% | 386 | 386 | — | $53.36万 | 新建仓 |
| TTE | TOTALENERGIES SE | $53.39万 | 0.10% | 6,866 | -352 | -4.9% | -$2.74万 | 减仓 |
| CVS | CVS HEALTH CORP | $53.95万 | 0.10% | 5,215 | 70 | 1.4% | $7,241 | 加仓 |
| AMGN | AMGEN INC | $54.08万 | 0.10% | 1,494 | 12 | 0.8% | $4,344 | 加仓 |
| FEGE | RBB FUND TRUST | $54.43万 | 0.10% | 11,127 | 4,966 | 80.6% | $24.29万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $54.73万 | 0.10% | 15,623 | -594 | -3.7% | -$2.08万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $55.31万 | 0.11% | 6,425 | -12 | -0.2% | -$1,033 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $55.93万 | 0.11% | 11,612 | 107 | 0.9% | $5,153 | 加仓 |
| KVUE | KENVUE INC | $55.97万 | 0.11% | 29,287 | -166 | -0.6% | -$3,172 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $57.45万 | 0.11% | 4,856 | 275 | 6.0% | $3.25万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $58.65万 | 0.11% | 1,151 | -129 | -10.1% | -$6.57万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $59.29万 | 0.11% | 7,236 | -12 | -0.2% | -$983 | 减仓 |
| SNA | SNAP ON INC | $59.38万 | 0.11% | 1,476 | -7 | -0.5% | -$2,816 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $59.68万 | 0.11% | 1,750 | -227 | -11.5% | -$7.74万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $61.11万 | 0.12% | 12,022 | 779 | 6.9% | $3.96万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $61.43万 | 0.12% | 873 | -4 | -0.5% | -$2,814 | 减仓 |
| KO | COCA COLA CO | $61.46万 | 0.12% | 7,562 | -1,373 | -15.4% | -$11.16万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $62.34万 | 0.12% | 3,107 | 7 | 0.2% | $1,405 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $62.44万 | 0.12% | 26,675 | 4,734 | 21.6% | $11.08万 | 加仓 |
| DEO | DIAGEO PLC | $63.41万 | 0.12% | 7,889 | -1,085 | -12.1% | -$8.72万 | 减仓 |
| BIL | SPDR SERIES TRUST | $63.44万 | 0.12% | 6,923 | -35,336 | -83.6% | -$323.82万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $63.99万 | 0.12% | 1,609 | 77 | 5.0% | $3.06万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $64.56万 | 0.12% | 669 | 669 | — | $64.56万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $64.65万 | 0.12% | 30,209 | -58 | -0.2% | -$1,241 | 减仓 |
| HSY | HERSHEY CO | $65.12万 | 0.12% | 3,711 | 20 | 0.5% | $3,509 | 加仓 |
| AZN | ASTRAZENECA PLC | $65.95万 | 0.13% | 3,478 | -73 | -2.1% | -$1.38万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $65.98万 | 0.13% | 2,154 | -5 | -0.2% | -$1,531 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $66.37万 | 0.13% | 68,352 | 807 | 1.2% | $7,836 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $66.43万 | 0.13% | 15,739 | 1,462 | 10.2% | $6.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $66.47万 | 0.13% | 8,073 | -362 | -4.3% | -$2.98万 | 减仓 |
| T | AT&T INC | $66.68万 | 0.13% | 32,214 | -105 | -0.3% | -$2,173 | 减仓 |
| BAC | BANK OF AMER CORP | $66.99万 | 0.13% | 11,757 | 84 | 0.7% | $4,786 | 加仓 |
| HOMB | HOME BANCSHARES INC | $67.24万 | 0.13% | 23,553 | 319 | 1.4% | $9,108 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $67.38万 | 0.13% | 16,308 | 16,308 | — | $67.38万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $67.41万 | 0.13% | 3,411 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $67.74万 | 0.13% | 2,667 | -807 | -23.2% | -$20.50万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $69.08万 | 0.13% | 33,227 | 33,227 | — | $69.08万 | 新建仓 |
| RTX | RTX CORPORATION | $70.02万 | 0.13% | 3,691 | -96 | -2.5% | -$1.82万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $70.32万 | 0.13% | 15,508 | 2,267 | 17.1% | $10.28万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $70.97万 | 0.14% | 7,360 | 489 | 7.1% | $4.72万 | 加仓 |
| IJR | ISHARES TR | $71.39万 | 0.14% | 13,189 | 3 | 0.0% | $162 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $71.46万 | 0.14% | 1,904 | 181 | 10.5% | $6.79万 | 加仓 |
| CSL | CARLISLE COS INC | $71.75万 | 0.14% | 1,978 | 73 | 3.8% | $2.65万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $72.52万 | 0.14% | 6,746 | -1,245 | -15.6% | -$13.38万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $74.21万 | 0.14% | 8,136 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $74.48万 | 0.14% | 3,409 | 176 | 5.4% | $3.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $74.83万 | 0.14% | 1,016 | -186 | -15.5% | -$13.70万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $75.18万 | 0.14% | 20,884 | 0 | 0.0% | — | 不变 |
| TAFI | AB ACTIVE ETFS INC | $75.49万 | 0.14% | 29,931 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $75.68万 | 0.15% | 6,487 | 20 | 0.3% | $2,333 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $76.39万 | 0.15% | 19,064 | 21 | 0.1% | $841 | 加仓 |
| BX | BLACKSTONE INC | $76.46万 | 0.15% | 6,498 | 1,518 | 30.5% | $17.86万 | 加仓 |
| GSK | GSK PLC | $77.95万 | 0.15% | 14,870 | -44 | -0.3% | -$2,306 | 减仓 |
| WFC | WELLS FARGO & CO | $78.22万 | 0.15% | 9,465 | 2,261 | 31.4% | $18.69万 | 加仓 |
| SNPS | SYNOPSYS INC | $78.29万 | 0.15% | 1,755 | 5 | 0.3% | $2,230 | 加仓 |
| ETN | EATON CORP PLC | $78.52万 | 0.15% | 1,843 | -150 | -7.5% | -$6.39万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $78.79万 | 0.15% | 4,109 | 75 | 1.9% | $1.44万 | 加仓 |
| WPC | WP CAREY INC | $79.84万 | 0.15% | 11,166 | -16 | -0.1% | -$1,144 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $80.26万 | 0.15% | 2,431 | -163 | -6.3% | -$5.38万 | 减仓 |
| LIN | LINDE PLC | $80.73万 | 0.15% | 1,556 | -18 | -1.1% | -$9,339 | 减仓 |