13F 机构持仓

Legacy Capital Wealth Partners, LLC

LITTLE ROCK AR · SEC CIK 0001766228

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.21亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

WMT 11.7%
JBHT 6.5%
DHI 3.2%
RDVY 2.4%
TSLA 1.9%
RWL 1.8%
FJUN 1.7%
IVV 1.7%
NVDA 1.6%
PKW 1.4%

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
PYPL PAYPAL HLDGS INC $49.03万0.09%11,355 1,07910.5% $4.66万 加仓
SNY SANOFI SA $48.00万0.09%11,251 -1,038-8.4% -$4.43万 减仓
SHEL SHELL PLC $46.89万0.09%6,047 -42-0.7% -$3,257 减仓
NKE NIKE INC $46.74万0.09%11,387 11,387— $46.74万 新建仓
FANG DIAMONDBACK ENERGY INC $46.30万0.09%2,634 -26-1.0% -$4,570 减仓
IWM ISHARES TR $46.00万0.09%1,531 30.2% $901 加仓
— WARNER BROS DISCOVERY INC $45.85万0.09%17,199 9,648127.8% $25.72万 加仓
AGG ISHARES TR $45.85万0.09%4,632 56113.8% $5.55万 加仓
PAYX PAYCHEX INC $45.03万0.09%4,580 44510.8% $4.38万 加仓
TFC TRUIST FINL CORP $44.99万0.09%9,031 -8,345-48.0% -$41.57万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $44.84万0.09%3,274 2608.6% $3.56万 加仓
OTIS OTIS WORLDWIDE CORP $44.73万0.09%6,247 6,247— $44.73万 新建仓
PSA PUBLIC STORAGE $44.56万0.09%1,400 10.1% $318 加仓
— FIRST TR EXCHNG TRADED FD VI $44.54万0.09%13,210 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $44.46万0.09%1,530 -699-31.4% -$20.31万 减仓
JLL JONES LANG LASALLE INC $44.17万0.08%1,425 -14-1.0% -$4,339 减仓
BUFS FIRST TR EXCHNG TRADED FD VI $44.11万0.08%17,579 4,43433.7% $11.12万 加仓
— DIMENSIONAL ETF TRUST $44.07万0.08%16,848 -966-5.4% -$2.53万 减仓
CLX CLOROX CO DEL $43.91万0.08%4,601 4,601— $43.91万 新建仓
ESGV VANGUARD WORLD FD $43.90万0.08%3,320 00.0% — 不变
WEC WEC ENERGY GROUP INC $43.73万0.08%3,745 260.7% $3,036 加仓
MS MORGAN STANLEY $43.45万0.08%2,078 1206.1% $2.51万 加仓
GL GLOBE LIFE INC $43.42万0.08%2,430 -183-7.0% -$3.27万 减仓
DPZ DOMINOS PIZZA INC $43.22万0.08%1,460 1,460— $43.22万 新建仓
MKL MARKEL GROUP INC $42.97万0.08%220 00.0% — 不变
ISTB ISHARES TR $42.78万0.08%8,867 00.0% — 不变
ADBE ADOBE INC $42.75万0.08%2,085 46128.4% $9.45万 加仓
— FIRST TR EXCHNG TRADED FD VI $42.70万0.08%12,615 00.0% — 不变
AMT AMERICAN TOWER CORP $42.63万0.08%2,606 29812.9% $4.87万 加仓
APP APPLOVIN CORP $42.51万0.08%825 -153-15.6% -$7.88万 减仓
MPC MARATHON PETE CORP $42.46万0.08%1,661 45137.3% $11.53万 加仓
HEI/A HEICO CORP NEW $41.78万0.08%1,620 362.3% $9,285 加仓
ADP AUTOMATIC DATA PROCESSING IN $41.64万0.08%1,859 1005.7% $2.24万 加仓
SPGI S&P GLOBAL INC $41.49万0.08%1,019 -196-16.1% -$7.98万 减仓
HLN HALEON PLC $41.18万0.08%44,137 9,25426.5% $8.63万 加仓
PPG PPG INDS INC $40.96万0.08%3,377 130.4% $1,577 加仓
CCEP COCA-COLA EUROPACIFIC PARTNE $40.93万0.08%4,090 -20-0.5% -$2,001 减仓
DG DOLLAR GEN CORP $40.59万0.08%3,526 982.9% $1.13万 加仓
DFNM DIMENSIONAL ETF TRUST $40.50万0.08%8,379 590.7% $2,852 加仓
SCCO SOUTHERN COPPER CORP $40.48万0.08%2,323 -47-2.0% -$8,190 减仓
PULS PGIM ETF TR $40.19万0.08%8,110 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $40.16万0.08%13,694 13,694— $40.16万 新建仓
FEOE RBB FUND TRUST $39.88万0.08%7,469 2,34045.6% $12.50万 加仓
JHMB JOHN HANCOCK EXCHANGE TRADED $39.75万0.08%18,113 00.0% — 不变
ONTO ONTO INNOVATION INC $39.43万0.08%1,042 -42-3.9% -$1.59万 减仓
WM WASTE MGMT INC DEL $39.25万0.08%1,761 -27-1.5% -$6,018 减仓
NPO ENPRO INC $39.19万0.08%1,040 40.4% $1,507 加仓
AGNC AGNC INVT CORP $39.10万0.07%35,875 -509-1.4% -$5,548 减仓
PSX PHILLIPS 66 $38.97万0.07%2,305 -268-10.4% -$4.53万 减仓
BLK BLACKROCK INC $38.77万0.07%403 -1,905-82.5% -$183.26万 减仓
DNOV FIRST TR EXCHNG TRADED FD VI $38.71万0.07%7,539 00.0% — 不变
KHPI MANAGED PORTFOLIO SER $38.56万0.07%14,935 3,95836.1% $10.22万 加仓
LFUS LITTELFUSE INC $38.44万0.07%844 -5-0.6% -$2,277 减仓
FLRN SPDR SERIES TRUST $38.42万0.07%12,455 -1,927-13.4% -$5.94万 减仓
CMCSA COMCAST CORP NEW $38.36万0.07%15,626 1,64111.7% $4.03万 加仓
SCHW SCHWAB CHARLES CORP $37.73万0.07%4,089 380.9% $3,506 加仓
BDX BECTON DICKINSON & CO $37.72万0.07%2,493 -14-0.6% -$2,119 减仓
NEM NEWMONT CORP $37.56万0.07%4,021 -35-0.9% -$3,269 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $37.51万0.07%8,026 8,026— $37.51万 新建仓
SBUX STARBUCKS CORP $37.29万0.07%3,649 49215.6% $5.03万 加仓
PAAA PGIM ETF TR $37.08万0.07%7,232 00.0% — 不变
ORCL ORACLE CORP $37.00万0.07%2,524 351.4% $5,130 加仓
GSY INVESCO ACTIVELY MANAGED EXC $36.69万0.07%7,317 7,317— $36.69万 新建仓
SRE SEMPRA $35.99万0.07%3,882 -54-1.4% -$5,007 减仓
SCHH SCHWAB STRATEGIC TR $35.59万0.07%15,030 1050.7% $2,486 加仓
VIG VANGUARD SPECIALIZED FUNDS $35.30万0.07%1,492 -72-4.6% -$1.70万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $35.29万0.07%13,734 3912.9% $1.00万 加仓
MET METLIFE INC $35.20万0.07%4,161 -30-0.7% -$2,538 减仓
SCHG SCHWAB STRATEGIC TR $35.17万0.07%10,393 880.9% $2,978 加仓
GLW CORNING INC $35.15万0.07%1,376 -441-24.3% -$11.26万 减仓
DSEP FIRST TR EXCHNG TRADED FD VI $34.95万0.07%7,366 00.0% — 不变
DIS DISNEY WALT CO $34.37万0.07%3,571 -1,816-33.7% -$17.48万 减仓
LEN/B LENNAR CORP $34.36万0.07%3,797 3,797— $34.36万 新建仓
SHY ISHARES TR $34.25万0.07%4,171 -574-12.1% -$4.71万 减仓
BSX BOSTON SCIENTIFIC CORP $33.77万0.06%7,913 2,26640.1% $9.67万 加仓
IWP ISHARES TR $33.37万0.06%2,279 -5,859-72.0% -$85.80万 减仓
DIOD DIODES INC $33.27万0.06%3,040 -560-15.6% -$6.13万 减仓
— FIRST TR EXCHNG TRADED FD VI $33.23万0.06%10,643 00.0% — 不变
GD GENERAL DYNAMICS CORP $33.20万0.06%937 -19-2.0% -$6,731 减仓
SF STIFEL FINL CORP $33.18万0.06%4,756 3608.2% $2.51万 加仓
SPCX SPACE EXPLORATION TECHN CORP $32.77万0.06%1,918 1,918— $32.77万 新建仓
CME CME GROUP INC $32.64万0.06%1,478 523.6% $1.15万 加仓
SHW SHERWIN WILLIAMS CO $32.39万0.06%941 -10-1.1% -$3,442 减仓
PSP INVESCO EXCHANGE TRADED FD T $32.38万0.06%5,813 -2,096-26.5% -$11.68万 减仓
VTEB VANGUARD MUN BD FDS $32.36万0.06%6,398 5629.6% $2.84万 加仓
— FIRST TR EXCHANGE-TRADED FD $32.00万0.06%15,577 15,577— $32.00万 新建仓
B BARRICK MNG CORP $31.72万0.06%8,636 -15-0.2% -$551 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $31.45万0.06%4,196 00.0% — 不变
MUB ISHARES TR $31.16万0.06%2,895 1836.7% $1.97万 加仓
IDA IDACORP INC $31.13万0.06%2,057 301.5% $4,540 加仓
BKNG BOOKING HOLDINGS INC $30.93万0.06%1,735 -65-3.6% -$1.16万 减仓
VMC VULCAN MATLS CO $30.80万0.06%1,044 -26-2.4% -$7,671 减仓
ABT ABBOTT LABORATORIES $30.74万0.06%3,388 -92-2.6% -$8,348 减仓
WINN HARBOR ETF TRUST $30.54万0.06%9,407 3604.0% $1.17万 加仓
JMBS JANUS DETROIT STR TR $30.25万0.06%6,724 00.0% — 不变
QCOM QUALCOMM INC $30.21万0.06%1,635 -20-1.2% -$3,696 减仓
BRO BROWN & BROWN INC $30.10万0.06%4,692 3197.3% $2.05万 加仓
TMUS T-MOBILE US INC $29.96万0.06%1,786 -81-4.3% -$1.36万 减仓
VNLA JANUS DETROIT STR TR $29.07万0.06%5,950 00.0% — 不变
— INNOVATOR ETFS TRUST $28.54万0.05%10,392 00.0% — 不变