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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $81.11万 | 0.16% | 3,811 | 1,415 | 59.1% | $30.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $83.41万 | 0.16% | 3,827 | -4,587 | -54.5% | -$99.97万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $83.70万 | 0.16% | 15,759 | 3,063 | 24.1% | $16.27万 | 加仓 |
| CSCO | CISCO SYS INC | $83.97万 | 0.16% | 7,149 | -74 | -1.0% | -$8,692 | 减仓 |
| MDT | MEDTRONIC PLC | $84.23万 | 0.16% | 10,767 | 598 | 5.9% | $4.68万 | 加仓 |
| WMB | WILLIAMS COS INC | $86.16万 | 0.17% | 11,591 | -110 | -0.9% | -$8,177 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $86.55万 | 0.17% | 925 | 42 | 4.8% | $3.93万 | 加仓 |
| SMTH | ALPS ETF TR | $86.56万 | 0.17% | 33,627 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $86.92万 | 0.17% | 7,367 | 72 | 1.0% | $8,495 | 加仓 |
| URI | UNITED RENTALS INC | $87.04万 | 0.17% | 768 | 56 | 7.9% | $6.35万 | 加仓 |
| IWV | ISHARES TR | $87.84万 | 0.17% | 2,060 | 2,060 | — | $87.84万 | 新建仓 |
| TAFM | AB ACTIVE ETFS INC | $89.14万 | 0.17% | 34,713 | -8,585 | -19.8% | -$22.05万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $90.28万 | 0.17% | 2,063 | -47 | -2.2% | -$2.06万 | 减仓 |
| ABBV | ABBVIE INC | $90.43万 | 0.17% | 3,593 | -297 | -7.6% | -$7.47万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $90.83万 | 0.17% | 28,643 | -2,392 | -7.7% | -$7.58万 | 减仓 |
| ICLR | ICON PUB LTD CO | $91.04万 | 0.17% | 5,241 | -1,122 | -17.6% | -$19.49万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $92.72万 | 0.18% | 3,766 | -7 | -0.2% | -$1,723 | 减仓 |
| PWR | QUANTA SVCS INC | $92.98万 | 0.18% | 1,291 | -324 | -20.1% | -$23.33万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $95.68万 | 0.18% | 11,557 | 2,199 | 23.5% | $18.20万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $96.42万 | 0.18% | 11,972 | -10 | -0.1% | -$805 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $98.19万 | 0.19% | 7,410 | 279 | 3.9% | $3.70万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $98.60万 | 0.19% | 5,916 | -800 | -11.9% | -$13.33万 | 减仓 |
| UL | UNILEVER PLC | $98.64万 | 0.19% | 16,407 | -79 | -0.5% | -$4,750 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $98.75万 | 0.19% | 1,988 | 87 | 4.6% | $4.32万 | 加仓 |
| USB | US BANCORP | $99.04万 | 0.19% | 16,397 | -7,335 | -30.9% | -$44.30万 | 减仓 |
| LDUR | PIMCO ETF TR | $99.05万 | 0.19% | 10,360 | -6,374 | -38.1% | -$60.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $101.18万 | 0.19% | 14,201 | 88 | 0.6% | $6,270 | 加仓 |
| MCK | MCKESSON CORP | $101.95万 | 0.20% | 1,349 | 67 | 5.2% | $5.06万 | 加仓 |
| APH | AMPHENOL CORP | $103.39万 | 0.20% | 5,864 | 841 | 16.7% | $14.83万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $104.72万 | 0.20% | 25,768 | -1,428 | -5.3% | -$5.80万 | 减仓 |
| LLY | ELI LILLY & CO | $107.62万 | 0.21% | 897 | 55 | 6.5% | $6.60万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $108.42万 | 0.21% | 1,108 | 59 | 5.6% | $5.77万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $110.93万 | 0.21% | 12,046 | 262 | 2.2% | $2.41万 | 加仓 |
| NFLX | NETFLIX INC. | $111.03万 | 0.21% | 15,551 | 761 | 5.1% | $5.43万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $112.46万 | 0.22% | 33,781 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $113.48万 | 0.22% | 7,739 | 914 | 13.4% | $13.40万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $116.98万 | 0.22% | 26,140 | 1,108 | 4.4% | $4.96万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $121.24万 | 0.23% | 24,205 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $123.11万 | 0.24% | 3,342 | 75 | 2.3% | $2.76万 | 加仓 |
| UNP | UNION PAC CORP | $124.49万 | 0.24% | 4,577 | 16 | 0.4% | $4,352 | 加仓 |
| MA | MASTERCARD INCORPORATED | $127.62万 | 0.24% | 2,485 | 45 | 1.8% | $2.31万 | 加仓 |
| IEFA | ISHARES TR | $128.25万 | 0.25% | 20,663 | 229 | 1.1% | $1.42万 | 加仓 |
| GWW | WW GRAINGER INC | $129.83万 | 0.25% | 954 | -96 | -9.1% | -$13.07万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $133.83万 | 0.26% | 39,960 | 8,840 | 28.4% | $29.60万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $134.10万 | 0.26% | 14,278 | -31 | -0.2% | -$2,912 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $134.85万 | 0.26% | 48,282 | 1,476 | 3.2% | $4.12万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $135.72万 | 0.26% | 54,551 | 1,807 | 3.4% | $4.50万 | 加仓 |
| ASML | ASML HLDG NV | $138.50万 | 0.27% | 696 | 99 | 16.6% | $19.70万 | 加仓 |
| TJX | TJX COS INC NEW | $139.00万 | 0.27% | 9,175 | 187 | 2.1% | $2.83万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $140.64万 | 0.27% | 34,598 | 681 | 2.0% | $2.77万 | 加仓 |
| HD | HOME DEPOT INC | $140.80万 | 0.27% | 3,992 | 103 | 2.6% | $3.63万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $145.83万 | 0.28% | 34,442 | 58 | 0.2% | $2,456 | 加仓 |
| CVX | CHEVRON CORPORATION | $150.09万 | 0.29% | 9,054 | -904 | -9.1% | -$14.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.88万 | 0.29% | 3,015 | 388 | 14.8% | $19.42万 | 加仓 |
| CWB | SPDR SERIES TRUST | $151.35万 | 0.29% | 14,037 | 237 | 1.7% | $2.56万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $152.41万 | 0.29% | 118,331 | -1,361 | -1.1% | -$1.75万 | 减仓 |
| IWD | ISHARES TR | $154.43万 | 0.30% | 6,370 | 2,611 | 69.5% | $63.30万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $155.18万 | 0.30% | 90,379 | 15,581 | 20.8% | $26.75万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $157.58万 | 0.30% | 28,356 | 1,055 | 3.9% | $5.86万 | 加仓 |
| TXN | TEXAS INSTRS INC | $160.10万 | 0.31% | 5,371 | -768 | -12.5% | -$22.89万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $163.30万 | 0.31% | 55,544 | 2,051 | 3.8% | $6.03万 | 加仓 |
| FDUS | FIDUS INVT CORP | $163.98万 | 0.31% | 85,990 | 6,336 | 8.0% | $12.08万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $166.38万 | 0.32% | 89,789 | 5,951 | 7.1% | $11.03万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $167.63万 | 0.32% | 110,870 | 24,837 | 28.9% | $37.55万 | 加仓 |
| RISR | TIDAL TRUST I | $167.87万 | 0.32% | 46,372 | 46,372 | — | $167.87万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $171.18万 | 0.33% | 108,546 | 10,213 | 10.4% | $16.11万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $171.29万 | 0.33% | 33,016 | 4,264 | 14.8% | $22.12万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $172.07万 | 0.33% | 158,296 | 44,962 | 39.7% | $48.87万 | 加仓 |
| — | GLADSTONE CAP CORP | $173.06万 | 0.33% | 89,112 | 21,005 | 30.8% | $40.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $173.37万 | 0.33% | 24,802 | -539 | -2.1% | -$3.77万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $174.98万 | 0.34% | 9,672 | -634 | -6.2% | -$11.47万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $175.94万 | 0.34% | 10,357 | 1,701 | 19.7% | $28.90万 | 加仓 |
| — | GLADSTONE INVT CORP | $175.99万 | 0.34% | 113,833 | -5,235 | -4.4% | -$8.09万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $177.28万 | 0.34% | 90,588 | 11,091 | 14.0% | $21.71万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $177.45万 | 0.34% | 74,653 | 3,479 | 4.9% | $8.27万 | 加仓 |
| — | EXXON MOBIL CORP | $179.57万 | 0.34% | 13,134 | 824 | 6.7% | $11.27万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $183.14万 | 0.35% | 24,816 | 403 | 1.7% | $2.97万 | 加仓 |
| IWF | ISHARES TR | $186.32万 | 0.36% | 15,006 | 4,218 | 39.1% | $52.37万 | 加仓 |
| TRIN | TRINITY CAP INC | $193.20万 | 0.37% | 107,991 | 2,492 | 2.4% | $4.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $201.63万 | 0.39% | 6,160 | -15 | -0.2% | -$4,910 | 减仓 |
| AMAT | APPLIED MATLS INC | $204.47万 | 0.39% | 2,828 | -513 | -15.4% | -$37.09万 | 减仓 |
| EFA | ISHARES TR | $207.56万 | 0.40% | 19,981 | 2,505 | 14.3% | $26.02万 | 加仓 |
| GOOG | ALPHABET INC | $208.62万 | 0.40% | 5,904 | 230 | 4.1% | $8.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $213.76万 | 0.41% | 4,476 | 653 | 17.1% | $31.18万 | 加仓 |
| MLPX | GLOBAL X FDS | $216.94万 | 0.42% | 29,452 | 422 | 1.5% | $3.11万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $217.65万 | 0.42% | 47,172 | 263 | 0.6% | $1.21万 | 加仓 |
| V | VISA INC | $219.97万 | 0.42% | 6,412 | 113 | 1.8% | $3.88万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $226.49万 | 0.43% | 1,962 | 28 | 1.4% | $3.23万 | 加仓 |
| AOK | ISHARES TR | $227.64万 | 0.44% | 54,879 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $236.75万 | 0.45% | 6,267 | 146 | 2.4% | $5.52万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $238.51万 | 0.46% | 19,118 | 441 | 2.4% | $5.50万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $244.19万 | 0.47% | 59,197 | -1,748 | -2.9% | -$7.21万 | 减仓 |
| MINT | PIMCO ETF TR | $257.30万 | 0.49% | 25,523 | 5,798 | 29.4% | $58.45万 | 加仓 |
| PFF | ISHARES TR | $260.73万 | 0.50% | 85,513 | 4,585 | 5.7% | $13.98万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $266.10万 | 0.51% | 72,231 | 258 | 0.4% | $9,505 | 加仓 |
| KLAC | KLA CORP | $268.53万 | 0.52% | 8,900 | 600 | 7.2% | $18.10万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $272.31万 | 0.52% | 66,255 | 6,245 | 10.4% | $25.67万 | 加仓 |
| BILZ | PIMCO ETF TR | $272.39万 | 0.52% | 26,988 | 29 | 0.1% | $2,927 | 加仓 |
| SYM | SYMBOTIC INC | $285.49万 | 0.55% | 63,513 | 11,008 | 21.0% | $49.48万 | 加仓 |
| GLDM | WORLD GOLD TR | $310.11万 | 0.59% | 39,047 | 149 | 0.4% | $1.18万 | 加仓 |