Legacy Capital Wealth Partners, LLC 13F 持仓 · 2026年Q2
Legacy Capital Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 377 只证券，申报市值合计 5.21 亿美元。前几大持仓：WMT（11.67%）、JBHT（6.50%）、DHI（3.15%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $60.9M | 11.67% | 537,285 | 增持 |
| 2 | JBHT | HUNT J B TRANS SVCS INC | $33.9M | 6.50% | 117,156 | 增持 |
| 3 | DHI | D R HORTON INC | $16.4M | 3.15% | 100,839 | 减持 |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $12.5M | 2.39% | 161,249 | 减持 |
| 5 | TSLA | TESLA INC | $10.0M | 1.91% | 23,711 | 减持 |
| 6 | RWL | INVESCO EXCH TRADED FD TR II | $9.3M | 1.79% | 79,115 | 增持 |
| 7 | FJUN | FIRST TR EXCHNG TRADED FD VI | $9.0M | 1.73% | 150,577 | 增持 |
| 8 | IVV | ISHARES TR | $9.0M | 1.72% | 11,979 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $8.3M | 1.59% | 41,381 | 增持 |
| 10 | PKW | INVESCO EXCHANGE TRADED FD T | $7.5M | 1.43% | 58,527 | 减持 |
| 11 | AAPL | APPLE INC | $7.4M | 1.42% | 25,540 | 增持 |
| 12 | VOO | VANGUARD INDEX FDS | $7.2M | 1.38% | 10,497 | 减持 |
| 13 | FAUG | FIRST TR EXCHNG TRADED FD VI | $6.7M | 1.28% | 118,084 | 增持 |
| 14 | SPYI | NEOS ETF TRUST | $6.7M | 1.28% | 125,918 | 新建仓 |
| 15 | INTC | INTEL CORP | $6.2M | 1.19% | 44,441 | 减持 |
| 16 | GAP | GAP INC | $5.7M | 1.09% | 303,904 | 增持 |
| 17 | EOG | EOG RES INC | $5.2M | 1.00% | 40,266 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $5.0M | 0.96% | 18,748 | 减持 |
| 19 | GOOGL | ALPHABET INC | $4.9M | 0.93% | 13,640 | 增持 |
| 20 | JAAA | JANUS DETROIT STR TR | $4.7M | 0.90% | 92,617 | 增持 |
| 21 | YMAR | FIRST TR EXCHNG TRADED FD VI | $4.6M | 0.88% | 162,062 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $4.0M | 0.77% | 10,696 | 增持 |
| 23 | AMZN | AMAZON COM INC | $4.0M | 0.76% | 16,629 | 减持 |
| 24 | META | META PLATFORMS INC | $3.5M | 0.67% | 6,187 | 减持 |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $3.3M | 0.64% | 74,692 | 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