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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $52.13万 | 0.10% | 10,300 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $51.92万 | 0.10% | 5,387 | -971 | -15.3% | -$9.36万 | 减仓 |
| ROST | ROSS STORES INC | $51.91万 | 0.10% | 2,396 | -1,572 | -39.6% | -$34.06万 | 减仓 |
| URI | UNITED RENTALS INC | $51.85万 | 0.10% | 712 | 75 | 11.8% | $5.46万 | 加仓 |
| SPGI | S&P GLOBAL INC | $51.69万 | 0.10% | 1,215 | -10 | -0.8% | -$4,254 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $51.39万 | 0.10% | 7,248 | 5 | 0.1% | $355 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $51.04万 | 0.10% | 4,581 | 1,951 | 74.2% | $21.74万 | 加仓 |
| KVUE | KENVUE INC | $50.78万 | 0.10% | 29,453 | 94 | 0.3% | $1,621 | 加仓 |
| MCO | MOODYS CORP | $50.56万 | 0.10% | 1,159 | 7 | 0.6% | $3,054 | 加仓 |
| NOW | SERVICENOW INC | $50.18万 | 0.10% | 4,800 | 723 | 17.7% | $7.56万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $49.73万 | 0.09% | 30,267 | 2,053 | 7.3% | $3.37万 | 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 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $48.97万 | 0.09% | 3,014 | 101 | 3.5% | $1.64万 | 加仓 |
| — | ISHARES ETHEREUM TR | $48.81万 | 0.09% | 30,833 | 522 | 1.7% | $8,263 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.77万 | 0.09% | 992 | -335 | -25.2% | -$16.47万 | 减仓 |
| FAST | FASTENAL CO | $48.65万 | 0.09% | 10,484 | -625 | -5.6% | -$2.90万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $47.88万 | 0.09% | 1,723 | 116 | 7.2% | $3.22万 | 加仓 |
| PLD | PROLOGIS INC. | $47.82万 | 0.09% | 3,618 | -25 | -0.7% | -$3,305 | 减仓 |
| PSX | PHILLIPS 66 | $46.88万 | 0.09% | 2,573 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $46.48万 | 0.09% | 10,276 | 1,930 | 23.1% | $8.73万 | 加仓 |
| COR | CENCORA INC | $46.39万 | 0.09% | 1,477 | -625 | -29.7% | -$19.63万 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $44.70万 | 0.09% | 7,909 | -4,814 | -37.8% | -$27.21万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $44.27万 | 0.08% | 14,382 | -3,173 | -18.1% | -$9.77万 | 减仓 |
| NEM | NEWMONT CORP | $43.91万 | 0.08% | 4,056 | 109 | 2.8% | $1.18万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $43.86万 | 0.08% | 2,212 | -241 | -9.8% | -$4.78万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $43.79万 | 0.08% | 1,439 | -32 | -2.2% | -$9,738 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $43.46万 | 0.08% | 1,606 | 20 | 1.3% | $5,413 | 加仓 |
| IEMG | ISHARES INC | $43.31万 | 0.08% | 6,209 | 6,209 | — | $43.31万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $43.15万 | 0.08% | 13,210 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $43.06万 | 0.08% | 3,719 | 681 | 22.4% | $7.88万 | 加仓 |
| ISTB | ISHARES TR | $42.97万 | 0.08% | 8,867 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $42.31万 | 0.08% | 12,614 | 0 | 0.0% | — | 不变 |
| ROE | EA SERIES TRUST | $42.28万 | 0.08% | 11,934 | -3,297 | -21.6% | -$11.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $42.13万 | 0.08% | 17,814 | -9,725 | -35.3% | -$23.00万 | 减仓 |
| CME | CME GROUP INC | $42.12万 | 0.08% | 1,426 | -2 | -0.1% | -$591 | 减仓 |
| MKL | MARKEL GROUP INC | $42.11万 | 0.08% | 220 | 2 | 0.9% | $3,828 | 加仓 |
| NVO | NOVO-NORDISK A S | $41.64万 | 0.08% | 11,330 | 6,967 | 159.7% | $25.60万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.39万 | 0.08% | 12,615 | -2,400 | -16.0% | -$7.87万 | 减仓 |
| WM | WASTE MGMT INC DEL | $41.10万 | 0.08% | 1,788 | -72 | -3.9% | -$1.65万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $40.78万 | 0.08% | 2,370 | 2,370 | — | $40.78万 | 新建仓 |
| DG | DOLLAR GEN CORP | $40.70万 | 0.08% | 3,428 | -581 | -14.5% | -$6.90万 | 减仓 |
| BAX | BAXTER INTL INC | $40.52万 | 0.08% | 24,118 | 8,968 | 59.2% | $15.07万 | 加仓 |
| AGG | ISHARES TR | $40.41万 | 0.08% | 4,071 | -131 | -3.1% | -$1.30万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $40.15万 | 0.08% | 13,985 | 5,101 | 57.4% | $14.64万 | 加仓 |
| PULS | PGIM ETF TR | $40.14万 | 0.08% | 8,110 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $39.88万 | 0.08% | 8,320 | -266 | -3.1% | -$1.27万 | 减仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $39.87万 | 0.08% | 18,113 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $39.84万 | 0.08% | 2,308 | 629 | 37.5% | $10.86万 | 加仓 |
| ADBE | ADOBE INC | $39.48万 | 0.08% | 1,624 | 1,624 | — | $39.48万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $39.42万 | 0.07% | 2,507 | -35 | -1.4% | -$5,503 | 减仓 |
| TMUS | T-MOBILE US INC | $39.20万 | 0.07% | 1,867 | -248 | -11.7% | -$5.21万 | 减仓 |
| SHY | ISHARES TR | $39.18万 | 0.07% | 4,745 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $38.92万 | 0.07% | 978 | -8 | -0.8% | -$3,184 | 减仓 |
| SRE | SEMPRA | $38.24万 | 0.07% | 3,936 | -171 | -4.2% | -$1.66万 | 减仓 |
| PAYX | PAYCHEX INC | $38.09万 | 0.07% | 4,135 | 779 | 23.2% | $7.18万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $38.07万 | 0.07% | 4,051 | -1,264 | -23.8% | -$11.88万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $37.90万 | 0.07% | 1,399 | 163 | 13.2% | $4.42万 | 加仓 |
| IWM | ISHARES TR | $37.90万 | 0.07% | 1,528 | 2 | 0.1% | $496 | 加仓 |
| ESGV | VANGUARD WORLD FD | $37.27万 | 0.07% | 3,320 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $37.27万 | 0.07% | 4,110 | -127 | -3.0% | -$1.15万 | 减仓 |
| PAAA | PGIM ETF TR | $37.01万 | 0.07% | 7,232 | 137 | 1.9% | $7,012 | 加仓 |
| CVS | CVS HEALTH CORP | $36.95万 | 0.07% | 5,145 | 603 | 13.3% | $4.33万 | 加仓 |
| AZO | AUTOZONE INC | $36.82万 | 0.07% | 109 | -45 | -29.2% | -$15.20万 | 减仓 |
| ORCL | ORACLE CORP | $36.62万 | 0.07% | 2,489 | -477 | -16.1% | -$7.02万 | 减仓 |
| AGNC | AGNC INVT CORP | $36.49万 | 0.07% | 36,384 | -406 | -1.1% | -$4,072 | 减仓 |
| GL | GLOBE LIFE INC | $36.37万 | 0.07% | 2,613 | -10 | -0.4% | -$1,392 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $36.12万 | 0.07% | 7,539 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $35.95万 | 0.07% | 3,364 | 377 | 12.6% | $4.03万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $35.73万 | 0.07% | 1,759 | 383 | 27.8% | $7.78万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $35.73万 | 0.07% | 3,480 | -34 | -1.0% | -$3,491 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $35.72万 | 0.07% | 1,823 | -466 | -20.4% | -$9.13万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $35.43万 | 0.07% | 5,647 | 834 | 17.3% | $5.23万 | 加仓 |
| B | BARRICK MNG CORP | $35.29万 | 0.07% | 8,651 | -5,182 | -37.5% | -$21.14万 | 减仓 |
| HLN | HALEON PLC | $34.92万 | 0.07% | 34,883 | -456 | -1.3% | -$4,565 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.64万 | 0.06% | 1,564 | -496 | -24.1% | -$10.67万 | 减仓 |
| HEI/A | HEICO CORP NEW | $33.44万 | 0.06% | 1,584 | -37 | -2.3% | -$7,810 | 减仓 |
| IJH | ISHARES TR | $33.31万 | 0.06% | 4,933 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $33.18万 | 0.06% | 3,821 | 390 | 11.4% | $3.39万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $32.82万 | 0.06% | 956 | -806 | -45.7% | -$27.67万 | 减仓 |
| SF | STIFEL FINL CORP | $32.49万 | 0.06% | 4,396 | 80 | 1.9% | $5,950 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $32.38万 | 0.06% | 7,366 | -334 | -4.3% | -$1.47万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.27万 | 0.06% | 10,643 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $32.23万 | 0.06% | 1,958 | 154 | 8.5% | $2.53万 | 加仓 |
| BURL | BURLINGTON STORES INC | $32.18万 | 0.06% | 989 | 59 | 6.3% | $1.92万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $32.07万 | 0.06% | 14,925 | 80 | 0.5% | $1,719 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $31.70万 | 0.06% | 1,977 | 107 | 5.7% | $1.72万 | 加仓 |
| SYY | SYSCO CORP | $31.65万 | 0.06% | 4,438 | -1,483 | -25.0% | -$10.58万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $31.34万 | 0.06% | 13,343 | -1,128 | -7.8% | -$2.65万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $31.10万 | 0.06% | 6,706 | -94 | -1.4% | -$4,360 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $30.48万 | 0.06% | 951 | -11 | -1.1% | -$3,526 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.40万 | 0.06% | 11,648 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $30.38万 | 0.06% | 6,724 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $30.32万 | 0.06% | 72 | 8 | 12.5% | $3.37万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $30.31万 | 0.06% | 13,145 | 424 | 3.3% | $9,777 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $30.02万 | 0.06% | 10,305 | -1,621 | -13.6% | -$4.72万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $29.84万 | 0.06% | 1,470 | 58 | 4.1% | $1.18万 | 加仓 |
| MET | METLIFE INC | $29.64万 | 0.06% | 4,191 | 381 | 10.0% | $2.69万 | 加仓 |
| MPC | MARATHON PETE CORP | $29.55万 | 0.06% | 1,210 | 1,210 | — | $29.55万 | 新建仓 |
| COP | CONOCOPHILLIPS | $29.35万 | 0.06% | 2,224 | -152 | -6.4% | -$2.01万 | 减仓 |
| VMC | VULCAN MATLS CO | $29.14万 | 0.06% | 1,070 | 4 | 0.4% | $1,089 | 加仓 |