LEGACY CAPITAL WEALTH MANAGEMENT, LLC
THE WOODLANDS TX · SEC CIK 0002071183
$1.74亿2026Q1 申报市值
65持仓数
44.5%前十大占比 · 第一大 9.0%
11 / 10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
SCIO 加仓+$293.38万
AEP 新建仓+$286.44万
JPM 新建仓+$283.13万
ATI 新建仓+$280.32万
TSM 加仓+$257.35万
2026Q1 卖出最多 按季末市值估算
IBIT 清仓-$267.76万
DELL 清仓-$240.91万
CRM 清仓-$215.24万
TSCO 清仓-$210.82万
JAAA 减仓-$159.05万
2026Q1 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 | $1,562.04万 | 8.98% | 139,331 | 5,196 | 3.9% | $58.25万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $993.46万 | 5.71% | 197,232 | -31,577 | -13.8% | -$159.05万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $951.72万 | 5.47% | 461,107 | 142,141 | 44.6% | $293.38万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $876.05万 | 5.04% | 225,553 | 9,917 | 4.6% | $38.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $753.58万 | 4.33% | 43,210 | 5,200 | 13.7% | $90.69万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $722.67万 | 4.16% | 169,881 | 4,438 | 2.7% | $18.88万 | 加仓 |
| GRNY | TIDAL TRUST I | $497.37万 | 2.86% | 208,368 | 8,300 | 4.1% | $19.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $482.75万 | 2.78% | 7,423 | -154 | -2.0% | -$10.02万 | 减仓 |
| AAPL | APPLE INC | $467.67万 | 2.69% | 18,428 | 4,578 | 33.1% | $116.18万 | 加仓 |
| AMZN | AMAZON COM INC | $428.81万 | 2.47% | 20,589 | 5,217 | 33.9% | $108.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $411.38万 | 2.37% | 11,113 | 4,395 | 65.4% | $162.69万 | 加仓 |
| GOOG | ALPHABET INC | $399.29万 | 2.30% | 13,919 | -1,559 | -10.1% | -$44.72万 | 减仓 |
| CVX | CHEVRON CORPORATION | $367.44万 | 2.11% | 17,759 | 1,104 | 6.6% | $22.84万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $360.49万 | 2.07% | 13,100 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $359.45万 | 2.07% | 15,127 | -419 | -2.7% | -$9.96万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $356.28万 | 2.05% | 8,748 | -2,049 | -19.0% | -$83.45万 | 减仓 |
| KLAC | KLA CORP | $349.19万 | 2.01% | 2,372 | -402 | -14.5% | -$59.18万 | 减仓 |
| TJX | TJX COS INC NEW | $338.92万 | 1.95% | 21,223 | 1,577 | 8.0% | $25.18万 | 加仓 |
| AVGO | BROADCOM INC | $337.47万 | 1.94% | 10,903 | 291 | 2.7% | $9.01万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $323.43万 | 1.86% | 22,302 | 4,969 | 28.7% | $72.06万 | 加仓 |
| MCK | MCKESSON CORP | $319.66万 | 1.84% | 3,694 | 142 | 4.0% | $12.29万 | 加仓 |
| META | META PLATFORMS INC | $314.32万 | 1.81% | 5,494 | 791 | 16.8% | $45.25万 | 加仓 |
| EME | EMCOR GROUP INC | $308.47万 | 1.77% | 4,178 | -314 | -7.0% | -$23.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $308.31万 | 1.77% | 9,123 | 7,615 | 505.0% | $257.35万 | 加仓 |
| NEM | NEWMONT CORP | $307.91万 | 1.77% | 28,444 | -12,222 | -30.1% | -$132.30万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $305.99万 | 1.76% | 24,922 | 1,839 | 8.0% | $22.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $301.70万 | 1.74% | 6,296 | 698 | 12.5% | $33.45万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $293.02万 | 1.69% | 3,273 | -10 | -0.3% | -$8,953 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $286.44万 | 1.65% | 21,852 | 21,852 | — | $286.44万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $285.87万 | 1.64% | 30,969 | 4,138 | 15.4% | $38.20万 | 加仓 |
| LLY | ELI LILLY & CO | $285.48万 | 1.64% | 3,104 | 160 | 5.4% | $14.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $283.13万 | 1.63% | 9,625 | 9,625 | — | $283.13万 | 新建仓 |
| ATI | ATI INC | $280.32万 | 1.61% | 19,271 | 19,271 | — | $280.32万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $280.20万 | 1.61% | 2,812 | 364 | 14.9% | $36.27万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $261.18万 | 1.50% | 5,849 | 806 | 16.0% | $35.99万 | 加仓 |
| COWZ | PACER FDS TR | $124.94万 | 0.72% | 19,972 | -167 | -0.8% | -$1.04万 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $123.56万 | 0.71% | 1,900 | 1,900 | — | $123.56万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $117.57万 | 0.68% | 35,232 | -28 | -0.1% | -$934 | 减仓 |
| — | EXXON MOBIL CORP | $116.74万 | 0.67% | 6,881 | 353 | 5.4% | $5.99万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $104.05万 | 0.60% | 1,600 | 1,600 | — | $104.05万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $95.00万 | 0.55% | 2,812 | -312 | -10.0% | -$10.54万 | 减仓 |
| TSLA | TESLA INC | $93.01万 | 0.54% | 2,502 | -823 | -24.8% | -$30.60万 | 减仓 |
| SSO | PROSHARES TR | $58.52万 | 0.34% | 11,280 | -1,167 | -9.4% | -$6.05万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $55.60万 | 0.32% | 1,733 | -101 | -5.5% | -$3.24万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.24万 | 0.30% | 3,571 | 11 | 0.3% | $1,609 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.39万 | 0.28% | 2,428 | -426 | -14.9% | -$8.67万 | 减仓 |
| GOOGL | ALPHABET INC | $48.94万 | 0.28% | 1,702 | 1,702 | — | $48.94万 | 新建仓 |
| SLV | ISHARES SILVER TR | $46.60万 | 0.27% | 6,839 | -8,608 | -55.7% | -$58.65万 | 减仓 |
| SPGI | S&P GLOBAL INC | $44.62万 | 0.26% | 1,049 | -27 | -2.5% | -$1.15万 | 减仓 |
| GLD | SPDR GOLD TR | $42.86万 | 0.25% | 996 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $42.65万 | 0.25% | 739 | -5 | -0.7% | -$2,886 | 减仓 |
| VGT | VANGUARD WORLD FD | $42.42万 | 0.24% | 608 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $36.94万 | 0.21% | 14,718 | 377 | 2.6% | $9,463 | 加仓 |
| CSCO | CISCO SYS INC | $34.33万 | 0.20% | 4,425 | 4,425 | — | $34.33万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.61万 | 0.19% | 1,563 | 44 | 2.9% | $9,463 | 加仓 |
| QLD | PROSHARES TR | $33.30万 | 0.19% | 5,459 | -604 | -10.0% | -$3.68万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $33.19万 | 0.19% | 5,437 | 0 | 0.0% | — | 不变 |
| — | ISHARES BITCOIN TRUST ETF 看涨期权 | $31.50万 | 0.18% | 8,200 | 8,200 | — | $31.50万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $30.87万 | 0.18% | 1,263 | 213 | 20.3% | $5.21万 | 加仓 |
| ORCL | ORACLE CORP | $27.00万 | 0.16% | 1,835 | 555 | 43.4% | $8.17万 | 加仓 |
| ONDS | ONDAS INC | $24.01万 | 0.14% | 26,560 | 26,560 | — | $24.01万 | 新建仓 |
| LSGR | NATIXIS ETF TRUST II | $22.29万 | 0.13% | 5,659 | -876 | -13.4% | -$3.45万 | 减仓 |
| WMT | WALMART INC | $21.22万 | 0.12% | 1,707 | 1,707 | — | $21.22万 | 新建仓 |
| — | AMAZON COM INC 看涨期权 | $20.83万 | 0.12% | 1,000 | 1,000 | — | $20.83万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $15.83万 | 0.09% | 44,107 | 1,000 | 2.3% | $3,590 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -53,930 | -100.0% | -$267.76万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -19,138 | -100.0% | -$240.91万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -8,125 | -100.0% | -$215.24万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -42,155 | -100.0% | -$210.82万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -15,603 | -100.0% | -$42.36万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC | $0 | 0.00% | 0 | -1,785 | -100.0% | -$32.60万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -3,649 | -100.0% | -$27.82万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,118 | -100.0% | -$21.35万 | 清仓 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | -4,307 | -100.0% | -$20.75万 | 清仓 |
| — | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -82 | -100.0% | -$4.74万 | 清仓 |