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 |
|---|---|---|---|---|---|---|---|
| FFord Motor Co | Stock | 7,331 | $8.53 萬 | <0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,969 | $21.6 萬 | 0.1% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 884 | $21.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 1,405 | $22.3 萬 | 0.1% | – | – | – |
| JBHTHunt J B Transport Services Inc | COM | 1,285 | $22.4 萬 | 0.1% | – | – | 歷史 |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 4,583 | $22.6 萬 | 0.1% | – | – | – |
| TGTTarget Corp | Stock | 1,518 | $22.6 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,414 | $23.6 萬 | 0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 1,682 | $23.8 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,880 | $23.8 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,603 | $24.3 萬 | 0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 1,303 | $24.4 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 2,788 | $24.5 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 5,570 | $24.9 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,450 | $24.9 萬 | 0.1% | – | – | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 1,490 | $25.2 萬 | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 1,054 | $25.2 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 3,329 | $26.2 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,866 | $26.2 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,585 | $27.6 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 1,542 | $27.7 萬 | 0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,279 | $28.2 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,098 | $28.3 萬 | 0.1% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 7,653 | $28.7 萬 | 0.1% | – | – | – |
| ILMNIllumina, Inc. | COM | 1,446 | $29.2 萬 | 0.1% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 1,255 | $29.6 萬 | 0.1% | – | – | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 9,560 | $29.8 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 6,278 | $29.9 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,060 | $30.1 萬 | 0.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,265 | $30.8 萬 | 0.1% | – | – | – |
| Pacer Trendpilot International ETF69374H683 | ETF | 12,800 | $31.0 萬 | 0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,121 | $31.5 萬 | 0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 772 | $31.5 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,770 | $31.5 萬 | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 8,289 | $32.7 萬 | 0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 6,734 | $32.9 萬 | 0.1% | – | – | 歷史 |
| CMECME Group Inc. | COM | 1,976 | $33.2 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,568 | $34.8 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 680 | $36.1 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,928 | $36.6 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 9,201 | $36.7 萬 | 0.1% | – | – | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 7,400 | $39.3 萬 | 0.1% | – | – | – |
| APHAmphenol Corp | CL A | 5,307 | $40.4 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 956 | $41.0 萬 | 0.1% | – | – | 歷史 |
| HBANHuntington Bancshares Inc | COM | 29,195 | $41.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,155 | $41.2 萬 | 0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,682 | $41.7 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,170 | $42.8 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 6,591 | $45.0 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,760 | $47.0 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,062 | $47.0 萬 | 0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 4,661 | $47.8 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,259 | $48.4 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,152 | $50.1 萬 | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 6,421 | $50.6 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,001 | $50.9 萬 | 0.2% | – | – | 歷史 |
| TTCToro Co | COM | 4,509 | $51.0 萬 | 0.2% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 15,689 | $51.5 萬 | 0.2% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,735 | $54.0 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,364 | $54.4 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,114 | $55.7 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 802 | $56.8 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,974 | $58.1 萬 | 0.2% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 6,524 | $60.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,836 | $60.8 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,047 | $61.3 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,688 | $62.7 萬 | 0.2% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 6,352 | $64.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,376 | $64.5 萬 | 0.2% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,716 | $65.4 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,906 | $65.5 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,422 | $70.9 萬 | 0.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 4,138 | $71.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,744 | $71.9 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 2,167 | $75.4 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 29,071 | $76.8 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 15,019 | $77.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,705 | $79.6 萬 | 0.2% | – | – | – |
| AMTAmerican Tower Corp | REIT | 3,854 | $81.7 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 9,071 | $98.0 萬 | 0.3% | – | – | – |
| UFPIUfp Industries Inc | COM | 12,885 | $102.1 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,145 | $107.8 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,485 | $117.8 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 14,372 | $120.1 萬 | 0.4% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 16,598 | $123.8 萬 | 0.4% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 8,874 | $129.2 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,511 | $139.3 萬 | 0.4% | – | – | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 15,514 | $161.5 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 25,347 | $166.4 萬 | 0.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 24,815 | $167.4 萬 | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 20,491 | $167.5 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 8,103 | $170.6 萬 | 0.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 27,675 | $170.6 萬 | 0.5% | – | – | – |
| DISWalt Disney Co | Stock | 19,777 | $171.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 46,149 | $172.1 萬 | 0.5% | – | – | – |
| ALLYAlly Financial Inc. | Stock | 70,625 | $172.7 萬 | 0.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,470 | $184.1 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 18,914 | $187.6 萬 | 0.6% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 21,993 | $189.3 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 10,773 | $194.6 萬 | 0.6% | – | – | 歷史 |