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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $6,085.29万 | 11.67% | 537,285 | 46,175 | 9.4% | $522.98万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3,390.85万 | 6.50% | 117,156 | 11,062 | 10.4% | $320.17万 | 加仓 |
| DHI | D R HORTON INC | $1,642.46万 | 3.15% | 100,839 | -7,531 | -6.9% | -$122.66万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,245.48万 | 2.39% | 161,249 | -851 | -0.5% | -$6.57万 | 减仓 |
| TSLA | TESLA INC | $997.28万 | 1.91% | 23,711 | -2,300 | -8.8% | -$96.74万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $934.99万 | 1.79% | 79,115 | 408 | 0.5% | $4.82万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $902.71万 | 1.73% | 150,577 | 3,047 | 2.1% | $18.27万 | 加仓 |
| IVV | ISHARES TR | $897.09万 | 1.72% | 11,979 | -127 | -1.0% | -$9.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $827.99万 | 1.59% | 41,381 | 1,892 | 4.8% | $37.86万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $747.54万 | 1.43% | 58,527 | -231 | -0.4% | -$2.95万 | 减仓 |
| AAPL | APPLE INC | $739.03万 | 1.42% | 25,540 | 397 | 1.6% | $11.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $720.92万 | 1.38% | 10,497 | -654 | -5.9% | -$44.92万 | 减仓 |
| SPYI | NEOS ETF TRUST | $668.50万 | 1.28% | 125,918 | 49,840 | 65.5% | $264.60万 | 重新持有 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $667.23万 | 1.28% | 118,084 | 2,784 | 2.4% | $15.73万 | 加仓 |
| INTC | INTEL CORP | $620.53万 | 1.19% | 44,441 | -4,855 | -9.8% | -$67.79万 | 减仓 |
| GAP | GAP INC | $567.69万 | 1.09% | 303,904 | 323 | 0.1% | $6,034 | 加仓 |
| EOG | EOG RES INC | $522.37万 | 1.00% | 40,266 | 183 | 0.5% | $2.37万 | 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 |
| GOOGL | ALPHABET INC | $487.45万 | 0.93% | 13,640 | 2,336 | 20.7% | $83.48万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $467.62万 | 0.90% | 92,617 | 8,763 | 10.5% | $44.24万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $457.00万 | 0.88% | 162,062 | 2,441 | 1.5% | $6.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $398.98万 | 0.77% | 10,696 | 742 | 7.5% | $27.68万 | 加仓 |
| AMZN | AMAZON COM INC | $396.34万 | 0.76% | 16,629 | -1,348 | -7.5% | -$32.13万 | 减仓 |
| META | META PLATFORMS INC | $348.51万 | 0.67% | 6,187 | -26 | -0.4% | -$1.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $331.33万 | 0.64% | 74,692 | 54 | 0.1% | $2,395 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $322.30万 | 0.62% | 61,874 | 128 | 0.2% | $6,667 | 加仓 |
| LRCX | LAM RESEARCH CORP | $316.34万 | 0.61% | 7,300 | -1,139 | -13.5% | -$49.36万 | 减仓 |
| — | GMO ETF TRUST | $313.27万 | 0.60% | 105,231 | 2,578 | 2.5% | $7.67万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $310.16万 | 0.59% | 60,003 | -5,954 | -9.0% | -$30.78万 | 减仓 |
| GLDM | WORLD GOLD TR | $310.11万 | 0.59% | 39,047 | 149 | 0.4% | $1.18万 | 加仓 |
| SYM | SYMBOTIC INC | $285.49万 | 0.55% | 63,513 | 11,008 | 21.0% | $49.48万 | 加仓 |
| BILZ | PIMCO ETF TR | $272.39万 | 0.52% | 26,988 | 29 | 0.1% | $2,927 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $272.31万 | 0.52% | 66,255 | 6,245 | 10.4% | $25.67万 | 加仓 |
| KLAC | KLA CORP | $268.53万 | 0.52% | 8,900 | 600 | 7.2% | $18.10万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $266.10万 | 0.51% | 72,231 | 258 | 0.4% | $9,505 | 加仓 |
| PFF | ISHARES TR | $260.73万 | 0.50% | 85,513 | 4,585 | 5.7% | $13.98万 | 加仓 |
| MINT | PIMCO ETF TR | $257.30万 | 0.49% | 25,523 | 5,798 | 29.4% | $58.45万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $244.19万 | 0.47% | 59,197 | -1,748 | -2.9% | -$7.21万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $238.51万 | 0.46% | 19,118 | 441 | 2.4% | $5.50万 | 加仓 |
| AVGO | BROADCOM INC | $236.75万 | 0.45% | 6,267 | 146 | 2.4% | $5.52万 | 加仓 |
| AOK | ISHARES TR | $227.64万 | 0.44% | 54,879 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $226.49万 | 0.43% | 1,962 | 28 | 1.4% | $3.23万 | 加仓 |
| V | VISA INC | $219.97万 | 0.42% | 6,412 | 113 | 1.8% | $3.88万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $217.65万 | 0.42% | 47,172 | 263 | 0.6% | $1.21万 | 加仓 |
| MLPX | GLOBAL X FDS | $216.94万 | 0.42% | 29,452 | 422 | 1.5% | $3.11万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $213.76万 | 0.41% | 4,476 | 653 | 17.1% | $31.18万 | 加仓 |
| GOOG | ALPHABET INC | $208.62万 | 0.40% | 5,904 | 230 | 4.1% | $8.13万 | 加仓 |
| EFA | ISHARES TR | $207.56万 | 0.40% | 19,981 | 2,505 | 14.3% | $26.02万 | 加仓 |
| AMAT | APPLIED MATLS INC | $204.47万 | 0.39% | 2,828 | -513 | -15.4% | -$37.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $201.63万 | 0.39% | 6,160 | -15 | -0.2% | -$4,910 | 减仓 |
| TRIN | TRINITY CAP INC | $193.20万 | 0.37% | 107,991 | 2,492 | 2.4% | $4.46万 | 加仓 |
| IWF | ISHARES TR | $186.32万 | 0.36% | 15,006 | 4,218 | 39.1% | $52.37万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $183.14万 | 0.35% | 24,816 | 403 | 1.7% | $2.97万 | 加仓 |
| — | EXXON MOBIL CORP | $179.57万 | 0.34% | 13,134 | 824 | 6.7% | $11.27万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $177.45万 | 0.34% | 74,653 | 3,479 | 4.9% | $8.27万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $177.28万 | 0.34% | 90,588 | 11,091 | 14.0% | $21.71万 | 加仓 |
| — | GLADSTONE INVT CORP | $175.99万 | 0.34% | 113,833 | -5,235 | -4.4% | -$8.09万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $175.94万 | 0.34% | 10,357 | 1,701 | 19.7% | $28.90万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $174.98万 | 0.34% | 9,672 | -634 | -6.2% | -$11.47万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $173.37万 | 0.33% | 24,802 | -539 | -2.1% | -$3.77万 | 减仓 |
| — | GLADSTONE CAP CORP | $173.06万 | 0.33% | 89,112 | 21,005 | 30.8% | $40.79万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $172.07万 | 0.33% | 158,296 | 44,962 | 39.7% | $48.87万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $171.29万 | 0.33% | 33,016 | 4,264 | 14.8% | $22.12万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $171.18万 | 0.33% | 108,546 | 10,213 | 10.4% | $16.11万 | 加仓 |
| RISR | TIDAL TRUST I | $167.87万 | 0.32% | 46,372 | 46,372 | — | $167.87万 | 新建仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $167.63万 | 0.32% | 110,870 | 24,837 | 28.9% | $37.55万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $166.38万 | 0.32% | 89,789 | 5,951 | 7.1% | $11.03万 | 加仓 |
| FDUS | FIDUS INVT CORP | $163.98万 | 0.31% | 85,990 | 6,336 | 8.0% | $12.08万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $163.30万 | 0.31% | 55,544 | 2,051 | 3.8% | $6.03万 | 加仓 |
| TXN | TEXAS INSTRS INC | $160.10万 | 0.31% | 5,371 | -768 | -12.5% | -$22.89万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $157.58万 | 0.30% | 28,356 | 1,055 | 3.9% | $5.86万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $155.18万 | 0.30% | 90,379 | 15,581 | 20.8% | $26.75万 | 加仓 |
| IWD | ISHARES TR | $154.43万 | 0.30% | 6,370 | 2,611 | 69.5% | $63.30万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $152.41万 | 0.29% | 118,331 | -1,361 | -1.1% | -$1.75万 | 减仓 |
| CWB | SPDR SERIES TRUST | $151.35万 | 0.29% | 14,037 | 237 | 1.7% | $2.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.88万 | 0.29% | 3,015 | 388 | 14.8% | $19.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $150.09万 | 0.29% | 9,054 | -904 | -9.1% | -$14.99万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $145.83万 | 0.28% | 34,442 | 58 | 0.2% | $2,456 | 加仓 |
| HD | HOME DEPOT INC | $140.80万 | 0.27% | 3,992 | 103 | 2.6% | $3.63万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $140.64万 | 0.27% | 34,598 | 681 | 2.0% | $2.77万 | 加仓 |
| TJX | TJX COS INC NEW | $139.00万 | 0.27% | 9,175 | 187 | 2.1% | $2.83万 | 加仓 |
| ASML | ASML HLDG NV | $138.50万 | 0.27% | 696 | 99 | 16.6% | $19.70万 | 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 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $134.85万 | 0.26% | 48,282 | 1,476 | 3.2% | $4.12万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $134.10万 | 0.26% | 14,278 | -31 | -0.2% | -$2,912 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $133.83万 | 0.26% | 39,960 | 8,840 | 28.4% | $29.60万 | 加仓 |
| GWW | WW GRAINGER INC | $129.83万 | 0.25% | 954 | -96 | -9.1% | -$13.07万 | 减仓 |
| IEFA | ISHARES TR | $128.25万 | 0.25% | 20,663 | 229 | 1.1% | $1.42万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $127.62万 | 0.24% | 2,485 | 45 | 1.8% | $2.31万 | 加仓 |
| UNP | UNION PAC CORP | $124.49万 | 0.24% | 4,577 | 16 | 0.4% | $4,352 | 加仓 |
| GLD | SPDR GOLD TR | $123.11万 | 0.24% | 3,342 | 75 | 2.3% | $2.76万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $121.24万 | 0.23% | 24,205 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $116.98万 | 0.22% | 26,140 | 1,108 | 4.4% | $4.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $113.48万 | 0.22% | 7,739 | 914 | 13.4% | $13.40万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $112.46万 | 0.22% | 33,781 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $111.03万 | 0.21% | 15,551 | 761 | 5.1% | $5.43万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $110.93万 | 0.21% | 12,046 | 262 | 2.2% | $2.41万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $108.42万 | 0.21% | 1,108 | 59 | 5.6% | $5.77万 | 加仓 |
| LLY | ELI LILLY & CO | $107.62万 | 0.21% | 897 | 55 | 6.5% | $6.60万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $104.72万 | 0.20% | 25,768 | -1,428 | -5.3% | -$5.80万 | 减仓 |