Legacy Trust
- SEC CIK
- 0001772483
- 最新申報
- 2026/7/31
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/4/3 申報。只含多頭部位。
- 持股檔數
- 151
- 2022 年第 3 季沒有申報
- 總值
- $3.24 億
- 2022 年第 3 季沒有申報
Legacy Trust 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SUISun Communities Inc | COM | 145,043 | $2,074 萬 | 6.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 125,124 | $1,626 萬 | 5.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,054 | $1,149 萬 | 3.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 43,952 | $1,054 萬 | 3.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 21,531 | $827.2 萬 | 2.6% | – | – | – |
| URIUnited Rentals, Inc. | COM | 23,133 | $822.2 萬 | 2.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 39,384 | $818.2 萬 | 2.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 72,897 | $689.9 萬 | 2.1% | – | – | – |
| ALBAlbemarle Corp | Stock | 31,631 | $685.9 萬 | 2.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 38,107 | $673.2 萬 | 2.1% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 37,596 | $563.8 萬 | 1.7% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,865 | $548.7 萬 | 1.7% | – | – | 歷史 |
| RTXRTX Corp | Stock | 54,120 | $546.2 萬 | 1.7% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 30,889 | $538.6 萬 | 1.7% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 15,418 | $529.4 萬 | 1.6% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 37,522 | $523.6 萬 | 1.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,427 | $518.3 萬 | 1.6% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 23,273 | $513.6 萬 | 1.6% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 11,235 | $512.9 萬 | 1.6% | – | – | 歷史 |
| SYKStryker Corp | Stock | 20,395 | $498.6 萬 | 1.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 36,932 | $495.3 萬 | 1.5% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 61,039 | $485.9 萬 | 1.5% | – | – | 歷史 |
| LENLennar Corp | CL A | 53,610 | $485.2 萬 | 1.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 31,922 | $471.6 萬 | 1.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 53,426 | $471.4 萬 | 1.5% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 40,080 | $469.0 萬 | 1.4% | – | – | 歷史 |
| INCYIncyte Corp | COM | 56,382 | $452.9 萬 | 1.4% | – | – | 歷史 |
| CMICummins Inc | Stock | 17,916 | $434.1 萬 | 1.3% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 33,347 | $423.0 萬 | 1.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 37,953 | $417.3 萬 | 1.3% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 84,448 | $368.3 萬 | 1.1% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 48,694 | $334.2 萬 | 1.0% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 43,310 | $322.6 萬 | 1.0% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 46,881 | $298.2 萬 | 0.9% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 14,077 | $296.9 萬 | 0.9% | – | – | 歷史 |
| GNTXGentex Corp | COM | 106,646 | $290.8 萬 | 0.9% | – | – | 歷史 |
| DBXDropbox, Inc. | CL A | 129,814 | $290.5 萬 | 0.9% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 41,385 | $271.8 萬 | 0.8% | – | – | 歷史 |
| WYNNWynn Resorts Ltd | COM | 32,644 | $269.2 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 8,414 | $265.8 萬 | 0.8% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,176 | $265.5 萬 | 0.8% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,094 | $259.1 萬 | 0.8% | – | – | – |
| CHWYChewy, Inc. | CL A | 69,444 | $257.5 萬 | 0.8% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 6,326 | $246.2 萬 | 0.8% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 34,448 | $245.3 萬 | 0.8% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 25,985 | $227.6 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,560 | $223.1 萬 | 0.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,042 | $222.6 萬 | 0.7% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 14,113 | $206.8 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,881 | $203.1 萬 | 0.6% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,670 | $201.8 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 10,773 | $194.6 萬 | 0.6% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 21,993 | $189.3 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 18,914 | $187.6 萬 | 0.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,470 | $184.1 萬 | 0.6% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 70,625 | $172.7 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 46,149 | $172.1 萬 | 0.5% | – | – | – |
| DISWalt Disney Co | Stock | 19,777 | $171.8 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 27,675 | $170.6 萬 | 0.5% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 8,103 | $170.6 萬 | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 20,491 | $167.5 萬 | 0.5% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 24,815 | $167.4 萬 | 0.5% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 25,347 | $166.4 萬 | 0.5% | – | – | – |
| TTWOTake Two Interactive Software Inc | COM | 15,514 | $161.5 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,511 | $139.3 萬 | 0.4% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 8,874 | $129.2 萬 | 0.4% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 16,598 | $123.8 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 14,372 | $120.1 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,485 | $117.8 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,145 | $107.8 萬 | 0.3% | – | – | 歷史 |
| UFPIUfp Industries Inc | COM | 12,885 | $102.1 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 9,071 | $98.0 萬 | 0.3% | – | – | – |
| AMTAmerican Tower Corp | REIT | 3,854 | $81.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,705 | $79.6 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 15,019 | $77.0 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 29,071 | $76.8 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,167 | $75.4 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,744 | $71.9 萬 | 0.2% | – | – | – |
| FDXFedEx Corp | Stock | 4,138 | $71.7 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,422 | $70.9 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,906 | $65.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,716 | $65.4 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,376 | $64.5 萬 | 0.2% | – | – | – |
| FISVFiserv Inc | Stock | 6,352 | $64.2 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,688 | $62.7 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,047 | $61.3 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,836 | $60.8 萬 | 0.2% | – | – | – |
| ADMArcher-Daniels-Midland Co | Stock | 6,524 | $60.6 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,974 | $58.1 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 802 | $56.8 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,114 | $55.7 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,364 | $54.4 萬 | 0.2% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,735 | $54.0 萬 | 0.2% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 15,689 | $51.5 萬 | 0.2% | – | – | 歷史 |
| TTCToro Co | COM | 4,509 | $51.0 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,001 | $50.9 萬 | 0.2% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 6,421 | $50.6 萬 | 0.2% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,152 | $50.1 萬 | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 2,259 | $48.4 萬 | 0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 4,661 | $47.8 萬 | 0.1% | – | – | 歷史 |