Legacy Capital Wealth Management, LLC 13F 持仓 · 2026年Q2
Legacy Capital Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 2.18 亿美元。前几大持仓：SPMO（11.99%）、SCIO（5.04%）、UDEC（4.63%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | $26.1M | 11.99% | 161,592 | 增持 |
| 2 | SCIO | FIRST TR EXCHANGE-TRADED FD | $11.0M | 5.04% | 530,567 | 增持 |
| 3 | UDEC | INNOVATOR ETFS TRUST | $10.1M | 4.63% | 241,913 | 增持 |
| 4 | JAAA | JANUS DETROIT STR TR | $10.0M | 4.59% | 197,781 | 增持 |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $8.9M | 4.07% | 179,905 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $8.7M | 4.01% | 43,569 | 增持 |
| 7 | GRNY | TIDAL TRUST I | $6.6M | 3.03% | 238,249 | 增持 |
| 8 | KLAC | KLA CORP | $6.1M | 2.79% | 20,148 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 2.50% | 7,299 | 减持 |
| 10 | AAPL | APPLE INC | $5.3M | 2.44% | 18,390 | 减持 |
| 11 | STRL | STERLING INFRASTRUCTURE INC | $5.1M | 2.32% | 6,017 | 减持 |
| 12 | GOOG | ALPHABET INC | $4.9M | 2.25% | 13,849 | 减持 |
| 13 | AMZN | AMAZON COM INC | $4.8M | 2.22% | 20,249 | 减持 |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $4.5M | 2.09% | 14,997 | 减持 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.5M | 2.09% | 9,521 | 增持 |
| 16 | AVGO | BROADCOM INC | $4.5M | 2.04% | 11,781 | 增持 |
| 17 | ANET | ARISTA NETWORKS INC | $4.3M | 1.98% | 25,399 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $4.3M | 1.97% | 11,483 | 增持 |
| 19 | RCL | ROYAL CARIBBEAN GROUP | $4.2M | 1.91% | 13,100 | 持平 |
| 20 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.81% | 23,187 | 增持 |
| 21 | ATI | ATI INC | $3.9M | 1.80% | 19,903 | 增持 |
| 22 | LLY | ELI LILLY & CO | $3.9M | 1.79% | 3,241 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.68% | 7,324 | 增持 |
| 24 | EME | EMCOR GROUP INC | $3.6M | 1.67% | 4,391 | 增持 |
| 25 | VRTX | VERTEX PHARMACEUTICALS INC | $3.6M | 1.67% | 7,333 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR