LEGACY CAPITAL WEALTH MANAGEMENT, LLC
THE WOODLANDS TX · SEC CIK 0002071183
$2.18亿2026Q2 申报市值
80持仓数
45.1%前十大占比 · 第一大 12.0%
18 / 4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
SPMO 加仓+$359.60万
TQQQ 新建仓+$183.28万
SCIO 加仓+$143.57万
NEM 加仓+$84.37万
GRNY 加仓+$82.62万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$229.23万
MU 减仓-$155.83万
KLAC 减仓-$107.77万
AMD 减仓-$79.29万
SPGI 清仓-$44.62万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $2,610.35万 | 11.99% | 161,592 | 22,261 | 16.0% | $359.60万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $1,096.68万 | 5.04% | 530,567 | 69,460 | 15.1% | $143.57万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $1,008.30万 | 4.63% | 241,913 | 16,360 | 7.3% | $68.19万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $998.60万 | 4.59% | 197,781 | 549 | 0.3% | $2.77万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $886.57万 | 4.07% | 179,905 | 10,024 | 5.9% | $49.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $871.77万 | 4.01% | 43,569 | 359 | 0.8% | $7.18万 | 加仓 |
| GRNY | TIDAL TRUST I | $658.76万 | 3.03% | 238,249 | 29,881 | 14.3% | $82.62万 | 加仓 |
| KLAC | KLA CORP | $607.89万 | 2.79% | 20,148 | -3,572 | -15.1% | -$107.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $545.08万 | 2.50% | 7,299 | -124 | -1.7% | -$9.26万 | 减仓 |
| AAPL | APPLE INC | $532.14万 | 2.44% | 18,390 | -38 | -0.2% | -$1.10万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $505.04万 | 2.32% | 6,017 | -2,731 | -31.2% | -$229.23万 | 减仓 |
| GOOG | ALPHABET INC | $489.32万 | 2.25% | 13,849 | -70 | -0.5% | -$2.47万 | 减仓 |
| AMZN | AMAZON COM INC | $482.61万 | 2.22% | 20,249 | -340 | -1.7% | -$8.10万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $454.69万 | 2.09% | 9,521 | 398 | 4.4% | $19.01万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $454.38万 | 2.09% | 14,997 | -130 | -0.9% | -$3.94万 | 减仓 |
| AVGO | BROADCOM INC | $445.02万 | 2.04% | 11,781 | 878 | 8.1% | $33.17万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $431.48万 | 1.98% | 25,399 | 477 | 1.9% | $8.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $428.32万 | 1.97% | 11,483 | 370 | 3.3% | $13.80万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $415.96万 | 1.91% | 13,100 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $394.50万 | 1.81% | 23,187 | 885 | 4.0% | $15.06万 | 加仓 |
| ATI | ATI INC | $392.29万 | 1.80% | 19,903 | 632 | 3.3% | $12.46万 | 加仓 |
| LLY | ELI LILLY & CO | $388.73万 | 1.79% | 3,241 | 137 | 4.4% | $16.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $366.49万 | 1.68% | 7,324 | 1,028 | 16.3% | $51.44万 | 加仓 |
| EME | EMCOR GROUP INC | $364.44万 | 1.67% | 4,391 | 213 | 5.1% | $17.68万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $364.25万 | 1.67% | 7,333 | 1,484 | 25.4% | $73.71万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $357.57万 | 1.64% | 3,656 | 383 | 11.7% | $37.46万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $351.39万 | 1.61% | 38,157 | 7,188 | 23.2% | $66.19万 | 加仓 |
| NEM | NEWMONT CORP | $350.03万 | 1.61% | 37,477 | 9,033 | 31.8% | $84.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $340.15万 | 1.56% | 10,392 | 767 | 8.0% | $25.11万 | 加仓 |
| TJX | TJX COS INC NEW | $337.13万 | 1.55% | 22,253 | 1,030 | 4.9% | $15.60万 | 加仓 |
| META | META PLATFORMS INC | $335.10万 | 1.54% | 5,949 | 455 | 8.3% | $25.63万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $332.18万 | 1.53% | 24,280 | 2,428 | 11.1% | $33.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $327.01万 | 1.50% | 19,728 | 1,969 | 11.1% | $32.64万 | 加仓 |
| MCK | MCKESSON CORP | $325.33万 | 1.49% | 4,306 | 612 | 16.6% | $46.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $315.34万 | 1.45% | 3,371 | 559 | 19.9% | $52.29万 | 加仓 |
| TQQQ | PROSHARES TR | $183.28万 | 0.84% | 22,627 | 22,627 | — | $183.28万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $168.76万 | 0.78% | 1,462 | -1,350 | -48.0% | -$155.83万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $146.92万 | 0.67% | 34,708 | -524 | -1.5% | -$2.22万 | 减仓 |
| COWZ | PACER FDS TR | $120.84万 | 0.56% | 19,427 | -545 | -2.7% | -$3.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $98.46万 | 0.45% | 1,337 | 598 | 80.9% | $44.04万 | 加仓 |
| — | EXXON MOBIL CORP | $94.26万 | 0.43% | 6,894 | 13 | 0.2% | $1,777 | 加仓 |
| CSCO | CISCO SYS INC | $72.16万 | 0.33% | 6,143 | 1,718 | 38.8% | $20.18万 | 加仓 |
| TSLA | TESLA INC | $71.63万 | 0.33% | 1,703 | -799 | -31.9% | -$33.61万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $64.13万 | 0.29% | 1,733 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $63.90万 | 0.29% | 1,788 | 86 | 5.1% | $3.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $61.75万 | 0.28% | 1,063 | -1,365 | -56.2% | -$79.29万 | 减仓 |
| VGT | VANGUARD WORLD FD | $58.13万 | 0.27% | 4,864 | 0 | 0.0% | — | 不变 |
| — | META PLATFORMS INC 看跌期权 | $56.33万 | 0.26% | 1,000 | 1,000 | — | $56.33万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $56.01万 | 0.26% | 19,341 | 4,623 | 31.4% | $13.39万 | 加仓 |
| SSO | PROSHARES TR | $55.54万 | 0.26% | 8,243 | -3,037 | -26.9% | -$20.46万 | 减仓 |
| BE | BLOOM ENERGY CORP | $51.46万 | 0.24% | 1,700 | 1,700 | — | $51.46万 | 新建仓 |
| — | INVESCO QQQ TR 看跌期权 | $44.18万 | 0.20% | 600 | 600 | — | $44.18万 | 新建仓 |
| — | INVESCO QQQ TR 看涨期权 | $44.18万 | 0.20% | 600 | 600 | — | $44.18万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $42.72万 | 0.20% | 1,049 | 1,049 | — | $42.72万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.94万 | 0.17% | 1,519 | -44 | -2.8% | -$1.04万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.64万 | 0.16% | 2,969 | -602 | -16.9% | -$7.02万 | 减仓 |
| SLV | ISHARES SILVER TR | $34.33万 | 0.16% | 6,421 | -418 | -6.1% | -$2.24万 | 减仓 |
| ONDS | ONDAS INC | $33.55万 | 0.15% | 40,711 | 14,151 | 53.3% | $11.66万 | 加仓 |
| IVV | ISHARES TR | $31.83万 | 0.15% | 425 | 425 | — | $31.83万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $31.31万 | 0.14% | 1,233 | -30 | -2.4% | -$7,619 | 减仓 |
| IMCG | ISHARES TR | $30.96万 | 0.14% | 3,150 | 3,150 | — | $30.96万 | 新建仓 |
| — | BROADCOM INC 看涨期权 | $30.22万 | 0.14% | 800 | 800 | — | $30.22万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $28.15万 | 0.13% | 1,900 | 1,900 | — | $28.15万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $26.72万 | 0.12% | 4,814 | -623 | -11.5% | -$3.46万 | 减仓 |
| QLD | PROSHARES TR | $26.22万 | 0.12% | 2,710 | -2,749 | -50.4% | -$26.60万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $24.07万 | 0.11% | 991 | 991 | — | $24.07万 | 新建仓 |
| LSGR | NATIXIS ETF TRUST II | $23.51万 | 0.11% | 5,580 | -79 | -1.4% | -$3,328 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.15万 | 0.11% | 557 | 557 | — | $23.15万 | 新建仓 |
| — | TJX COS INC NEW 看涨期权 | $22.73万 | 0.10% | 1,500 | 1,500 | — | $22.73万 | 新建仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $22.40万 | 0.10% | 300 | -1,600 | -84.2% | -$119.48万 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $22.40万 | 0.10% | 300 | -1,300 | -81.2% | -$97.08万 | 减仓 |
| — | ISHARES BITCOIN TRUST ETF 看涨期权 | $21.97万 | 0.10% | 6,600 | -1,600 | -19.5% | -$5.33万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $21.27万 | 0.10% | 4,717 | -768 | -14.0% | -$3.46万 | 重新持有 |
| APH | AMPHENOL CORP | $21.16万 | 0.10% | 1,200 | 1,200 | — | $21.16万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.14万 | 0.10% | 574 | -422 | -42.4% | -$15.55万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $20.90万 | 0.10% | 4,775 | 4,775 | — | $20.90万 | 新建仓 |
| OUST | OUSTER INC | $20.44万 | 0.09% | 3,269 | 3,269 | — | $20.44万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $20.38万 | 0.09% | 557 | 557 | — | $20.38万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $15.48万 | 0.07% | 44,107 | 0 | 0.0% | — | 不变 |
| — | EIGHTCO HOLDINGS INC | $1.93万 | 0.01% | 27,708 | 27,708 | — | $1.93万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -1,049 | -100.0% | -$44.62万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,835 | -100.0% | -$27.00万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,707 | -100.0% | -$21.22万 | 清仓 |
| — | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.83万 | 清仓 |