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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $310.16万 | 0.59% | 60,003 | -5,954 | -9.0% | -$30.78万 | 减仓 |
| — | GMO ETF TRUST | $313.27万 | 0.60% | 105,231 | 2,578 | 2.5% | $7.67万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $316.34万 | 0.61% | 7,300 | -1,139 | -13.5% | -$49.36万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $322.30万 | 0.62% | 61,874 | 128 | 0.2% | $6,667 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $331.33万 | 0.64% | 74,692 | 54 | 0.1% | $2,395 | 加仓 |
| META | META PLATFORMS INC | $348.51万 | 0.67% | 6,187 | -26 | -0.4% | -$1.46万 | 减仓 |
| AMZN | AMAZON COM INC | $396.34万 | 0.76% | 16,629 | -1,348 | -7.5% | -$32.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $398.98万 | 0.77% | 10,696 | 742 | 7.5% | $27.68万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $457.00万 | 0.88% | 162,062 | 2,441 | 1.5% | $6.88万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $467.62万 | 0.90% | 92,617 | 8,763 | 10.5% | $44.24万 | 加仓 |
| GOOGL | ALPHABET INC | $487.45万 | 0.93% | 13,640 | 2,336 | 20.7% | $83.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $498.88万 | 0.96% | 18,748 | -54,845 | -74.5% | -$1,459.40万 | 减仓 |
| EOG | EOG RES INC | $522.37万 | 1.00% | 40,266 | 183 | 0.5% | $2.37万 | 加仓 |
| GAP | GAP INC | $567.69万 | 1.09% | 303,904 | 323 | 0.1% | $6,034 | 加仓 |
| INTC | INTEL CORP | $620.53万 | 1.19% | 44,441 | -4,855 | -9.8% | -$67.79万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $667.23万 | 1.28% | 118,084 | 2,784 | 2.4% | $15.73万 | 加仓 |
| SPYI | NEOS ETF TRUST | $668.50万 | 1.28% | 125,918 | 49,840 | 65.5% | $264.60万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $720.92万 | 1.38% | 10,497 | -654 | -5.9% | -$44.92万 | 减仓 |
| AAPL | APPLE INC | $739.03万 | 1.42% | 25,540 | 397 | 1.6% | $11.49万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $747.54万 | 1.43% | 58,527 | -231 | -0.4% | -$2.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $827.99万 | 1.59% | 41,381 | 1,892 | 4.8% | $37.86万 | 加仓 |
| IVV | ISHARES TR | $897.09万 | 1.72% | 11,979 | -127 | -1.0% | -$9.51万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $902.71万 | 1.73% | 150,577 | 3,047 | 2.1% | $18.27万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $934.99万 | 1.79% | 79,115 | 408 | 0.5% | $4.82万 | 加仓 |
| TSLA | TESLA INC | $997.28万 | 1.91% | 23,711 | -2,300 | -8.8% | -$96.74万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,245.48万 | 2.39% | 161,249 | -851 | -0.5% | -$6.57万 | 减仓 |
| DHI | D R HORTON INC | $1,642.46万 | 3.15% | 100,839 | -7,531 | -6.9% | -$122.66万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3,390.85万 | 6.50% | 117,156 | 11,062 | 10.4% | $320.17万 | 加仓 |
| WMT | WALMART INC | $6,085.29万 | 11.67% | 537,285 | 46,175 | 9.4% | $522.98万 | 加仓 |