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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $90.43万 | 0.17% | 14,113 | -1,566 | -10.0% | -$10.03万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $92.30万 | 0.18% | 31,120 | 19,347 | 164.3% | $57.38万 | 加仓 |
| T | AT&T INC | $93.69万 | 0.18% | 32,319 | 5,827 | 22.0% | $16.89万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $93.90万 | 0.18% | 1,049 | 39 | 3.9% | $3.49万 | 加仓 |
| UL | UNILEVER PLC | $93.92万 | 0.18% | 16,486 | 155 | 0.9% | $8,830 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $93.96万 | 0.18% | 27,196 | 5,491 | 25.3% | $18.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $94.59万 | 0.18% | 6,467 | 1,273 | 24.5% | $18.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $95.22万 | 0.18% | 31,035 | -12,703 | -29.0% | -$38.97万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $96.43万 | 0.18% | 7,131 | 577 | 8.8% | $7.80万 | 加仓 |
| EFG | ISHARES TR | $98.41万 | 0.19% | 8,836 | -174 | -1.9% | -$1.94万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $98.58万 | 0.19% | 6,825 | 719 | 11.8% | $10.39万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $100.13万 | 0.19% | 2,110 | -163 | -7.2% | -$7.73万 | 减仓 |
| IWP | ISHARES TR | $104.26万 | 0.20% | 8,138 | 1,068 | 15.1% | $13.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $106.28万 | 0.20% | 8,656 | 1,955 | 29.2% | $24.00万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $106.94万 | 0.20% | 24,205 | -573 | -2.3% | -$2.53万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $108.78万 | 0.21% | 11,784 | 409 | 3.6% | $3.78万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $109.52万 | 0.21% | 43,298 | 5,993 | 16.1% | $15.16万 | 加仓 |
| UNP | UNION PAC CORP | $110.65万 | 0.21% | 4,561 | -63 | -1.4% | -$1.53万 | 减仓 |
| MCK | MCKESSON CORP | $110.92万 | 0.21% | 1,282 | 239 | 22.9% | $20.68万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $112.14万 | 0.21% | 25,032 | -430 | -1.7% | -$1.93万 | 减仓 |
| AMAT | APPLIED MATLS INC | $114.18万 | 0.22% | 3,341 | 255 | 8.3% | $8.71万 | 加仓 |
| GWW | WW GRAINGER INC | $114.52万 | 0.22% | 1,050 | -34 | -3.1% | -$3.71万 | 减仓 |
| IWF | ISHARES TR | $115.01万 | 0.22% | 2,697 | 917 | 51.5% | $39.10万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $116.49万 | 0.22% | 6,716 | 871 | 14.9% | $15.11万 | 加仓 |
| — | GLADSTONE CAP CORP | $118.17万 | 0.22% | 68,107 | 7,463 | 12.3% | $12.95万 | 加仓 |
| IEFA | ISHARES TR | $118.19万 | 0.22% | 20,434 | 7,908 | 63.1% | $45.74万 | 加仓 |
| TXN | TEXAS INSTRS INC | $119.18万 | 0.23% | 6,139 | 675 | 12.4% | $13.10万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $120.10万 | 0.23% | 86,033 | 9,051 | 11.8% | $12.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $121.93万 | 0.23% | 2,440 | 102 | 4.4% | $5.10万 | 加仓 |
| KLAC | KLA CORP | $122.23万 | 0.23% | 830 | 112 | 15.6% | $16.49万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $122.96万 | 0.23% | 46,806 | 11,935 | 34.2% | $31.35万 | 加仓 |
| USB | US BANCORP | $123.43万 | 0.23% | 23,732 | -3,549 | -13.0% | -$18.46万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $125.35万 | 0.24% | 113,334 | 11,599 | 11.4% | $12.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $125.89万 | 0.24% | 2,627 | -57 | -2.1% | -$2.73万 | 减仓 |
| CWB | SPDR SERIES TRUST | $126.29万 | 0.24% | 13,800 | 241 | 1.8% | $2.21万 | 加仓 |
| HD | HOME DEPOT INC | $127.91万 | 0.24% | 3,889 | 57 | 1.5% | $1.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $129.21万 | 0.25% | 3,823 | 392 | 11.4% | $13.25万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $129.79万 | 0.25% | 33,781 | 25,871 | 327.1% | $99.40万 | 重新持有 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $130.65万 | 0.25% | 52,744 | 972 | 1.9% | $2.41万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $132.73万 | 0.25% | 14,309 | -644 | -4.3% | -$5.97万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $133.32万 | 0.25% | 79,497 | 79,497 | — | $133.32万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $136.61万 | 0.26% | 27,301 | 27,301 | — | $136.61万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $136.67万 | 0.26% | 53,493 | 53,493 | — | $136.67万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $137.48万 | 0.26% | 74,798 | 6,716 | 9.9% | $12.34万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $137.60万 | 0.26% | 33,917 | 649 | 2.0% | $2.63万 | 加仓 |
| FDUS | FIDUS INVT CORP | $138.76万 | 0.26% | 79,654 | 6,733 | 9.2% | $11.73万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $140.01万 | 0.27% | 59,101 | 5,688 | 10.6% | $13.47万 | 加仓 |
| GLD | SPDR GOLD TR | $140.58万 | 0.27% | 3,267 | -46 | -1.4% | -$1.98万 | 减仓 |
| NFLX | NETFLIX INC. | $142.21万 | 0.27% | 14,790 | 2,121 | 16.7% | $20.39万 | 加仓 |
| TJX | TJX COS INC NEW | $143.54万 | 0.27% | 8,988 | 609 | 7.3% | $9.73万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $145.24万 | 0.28% | 98,333 | 8,736 | 9.8% | $12.90万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $146.57万 | 0.28% | 19,904 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $151.08万 | 0.29% | 83,838 | 11,540 | 16.0% | $20.80万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $151.53万 | 0.29% | 119,692 | 2,471 | 2.1% | $3.13万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $152.27万 | 0.29% | 28,752 | 1,166 | 4.2% | $6.18万 | 加仓 |
| TRIN | TRINITY CAP INC | $155.19万 | 0.30% | 105,499 | 7,213 | 7.3% | $10.61万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $157.44万 | 0.30% | 71,174 | 4,956 | 7.5% | $10.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $158.25万 | 0.30% | 25,341 | 6,821 | 36.8% | $42.60万 | 加仓 |
| LDUR | PIMCO ETF TR | $160.35万 | 0.31% | 16,734 | -904 | -5.1% | -$8.66万 | 减仓 |
| GOOG | ALPHABET INC | $162.78万 | 0.31% | 5,674 | 693 | 13.9% | $19.88万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $165.07万 | 0.31% | 8,414 | -15 | -0.2% | -$2,943 | 减仓 |
| — | GLADSTONE INVT CORP | $169.08万 | 0.32% | 119,068 | 7,739 | 7.0% | $10.99万 | 加仓 |
| EFA | ISHARES TR | $169.74万 | 0.32% | 17,476 | -766 | -4.2% | -$7.44万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $170.40万 | 0.32% | 10,306 | -651 | -5.9% | -$10.76万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $171.77万 | 0.33% | 24,413 | -707 | -2.8% | -$4.97万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $172.61万 | 0.33% | 34,384 | 1,210 | 3.6% | $6.07万 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $178.64万 | 0.34% | 42,131 | 208 | 0.5% | $8,819 | 加仓 |
| LRCX | LAM RESEARCH CORP | $180.32万 | 0.34% | 8,439 | 716 | 9.3% | $15.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $181.65万 | 0.35% | 6,175 | 350 | 6.0% | $10.30万 | 加仓 |
| SH | PROSHARES TR | $181.67万 | 0.35% | 47,897 | 47,897 | — | $181.67万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $187.64万 | 0.36% | 6,534 | -501 | -7.1% | -$14.39万 | 减仓 |
| AVGO | BROADCOM INC | $189.44万 | 0.36% | 6,121 | 406 | 7.1% | $12.57万 | 加仓 |
| V | VISA INC | $190.39万 | 0.36% | 6,299 | 117 | 1.9% | $3.54万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $196.83万 | 0.37% | 46,909 | -6,779 | -12.6% | -$28.44万 | 减仓 |
| MINT | PIMCO ETF TR | $198.37万 | 0.38% | 19,725 | -927 | -4.5% | -$9.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $206.02万 | 0.39% | 9,958 | -694 | -6.5% | -$14.36万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $206.32万 | 0.39% | 18,677 | -941 | -4.8% | -$10.40万 | 减仓 |
| — | EXXON MOBIL CORP | $208.86万 | 0.40% | 12,310 | -1,852 | -13.1% | -$31.42万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $213.57万 | 0.41% | 60,010 | 10,749 | 21.8% | $38.26万 | 加仓 |
| MLPX | GLOBAL X FDS | $214.64万 | 0.41% | 29,030 | -1,688 | -5.5% | -$12.48万 | 减仓 |
| INTC | INTEL CORP | $217.54万 | 0.41% | 49,296 | 42,375 | 612.3% | $187.00万 | 加仓 |
| AOK | ISHARES TR | $218.91万 | 0.42% | 54,879 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $221.96万 | 0.42% | 2,308 | 1,862 | 417.5% | $179.07万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $237.44万 | 0.45% | 60,945 | 16,489 | 37.1% | $64.24万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $244.49万 | 0.47% | 71,973 | -6,508 | -8.3% | -$22.11万 | 减仓 |
| PFF | ISHARES TR | $245.37万 | 0.47% | 80,928 | 9,738 | 13.7% | $29.53万 | 加仓 |
| BILZ | PIMCO ETF TR | $272.21万 | 0.52% | 26,959 | 28 | 0.1% | $2,827 | 加仓 |
| SYM | SYMBOTIC INC | $279.33万 | 0.53% | 52,505 | -669 | -1.3% | -$3.56万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $283.35万 | 0.54% | 61,746 | -48 | -0.1% | -$2,203 | 减仓 |
| — | GMO ETF TRUST | $288.42万 | 0.55% | 102,653 | 6,149 | 6.4% | $17.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $290.04万 | 0.55% | 74,638 | -11,372 | -13.2% | -$44.19万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $297.60万 | 0.57% | 65,957 | -4,035 | -5.8% | -$18.21万 | 减仓 |
| GOOGL | ALPHABET INC | $325.04万 | 0.62% | 11,304 | 927 | 8.9% | $26.66万 | 加仓 |
| META | META PLATFORMS INC | $355.48万 | 0.68% | 6,213 | 2,020 | 48.2% | $115.58万 | 加仓 |
| GLDM | WORLD GOLD TR | $360.55万 | 0.69% | 38,898 | -52 | -0.1% | -$4,820 | 减仓 |
| MSFT | MICROSOFT CORP | $368.45万 | 0.70% | 9,954 | 410 | 4.3% | $15.18万 | 加仓 |
| AMZN | AMAZON COM INC | $374.41万 | 0.71% | 17,977 | 424 | 2.4% | $8.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $390.50万 | 0.74% | 20,347 | 19,209 | 1,688.0% | $368.66万 | 重新持有 |
| JAAA | JANUS DETROIT STR TR | $422.37万 | 0.80% | 83,854 | 510 | 0.6% | $2.57万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $429.53万 | 0.82% | 159,621 | 5,611 | 3.6% | $15.10万 | 加仓 |