Legacy Trust
- SEC CIK
- 0001772483
- 最新申報
- 2026/7/31
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/16 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 143
- 較 2024 年第 1 季 −6
- 總值
- $4.02 億
- 較 2024 年第 1 季 +$107.7 萬 (+0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 90,822 | $1,913 萬 | 4.8% | −3,407−3.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 41,283 | $1,845 萬 | 4.6% | −1,688−3.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 28,109 | $1,530 萬 | 3.8% | −663−2.3% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 19,346 | $1,251 萬 | 3.1% | −490−2.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 35,098 | $1,190 萬 | 3.0% | +1,065+3.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 19,925 | $1,090 萬 | 2.7% | +105+0.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 54,244 | $988.1 萬 | 2.5% | −850−1.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 37,564 | $985.9 萬 | 2.5% | −170−0.5% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,602 | $866.3 萬 | 2.2% | −28−0.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 41,231 | $821.2 萬 | 2.0% | −881−2.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 47,197 | $820.3 萬 | 2.0% | −1,053−2.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,626 | $818.2 萬 | 2.0% | −852−8.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 74,298 | $792.5 萬 | 2.0% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 15,590 | $786.1 萬 | 2.0% | −652−4.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 16,867 | $762.9 萬 | 1.9% | +615+3.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 37,473 | $757.9 萬 | 1.9% | −2,615−6.5% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 49,078 | $735.5 萬 | 1.8% | −1,123−2.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 31,623 | $732.2 萬 | 1.8% | −1,014−3.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,874 | $712.6 萬 | 1.8% | +2,383+6.9% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 38,638 | $675.5 萬 | 1.7% | +1,836+5.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 19,406 | $660.3 萬 | 1.6% | −1,068−5.2% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 21,292 | $657.2 萬 | 1.6% | +51+0.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 107,555 | $629.4 萬 | 1.6% | −175−0.2% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 29,915 | $606.9 萬 | 1.5% | −20−0.1% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 53,324 | $587.1 萬 | 1.5% | −1,820−3.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 38,891 | $568.4 萬 | 1.4% | −386−1.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 53,703 | $539.1 萬 | 1.3% | −1,240−2.3% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 19,192 | $531.5 萬 | 1.3% | +770+4.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,861 | $527.6 萬 | 1.3% | −366−3.0% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 61,040 | $491.3 萬 | 1.2% | +5,612+10.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,871 | $469.2 萬 | 1.2% | 00.0% | 不變 | – |
| ALLYAlly Financial Inc. | Stock | 109,279 | $433.5 萬 | 1.1% | +11,705+12.0% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 33,603 | $423.4 萬 | 1.1% | +4,927+17.2% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 16,296 | $393.4 萬 | 1.0% | +1,260+8.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 29,539 | $364.9 萬 | 0.9% | +1,149+4.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 23,103 | $359.2 萬 | 0.9% | +2,530+12.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 47,461 | $357.7 萬 | 0.9% | −1,156−2.4% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 37,068 | $354.1 萬 | 0.9% | +2,254+6.5% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 102,513 | $345.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 38,502 | $344.6 萬 | 0.9% | −715−1.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 33,976 | $337.3 萬 | 0.8% | +6,038+21.6% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 10,983 | $328.1 萬 | 0.8% | +300+2.8% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 80,624 | $320.1 萬 | 0.8% | −5,029−5.9% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,861 | $319.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 54,640 | $317.1 萬 | 0.8% | +8,787+19.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 40,056 | $291.1 萬 | 0.7% | +40,056 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 39,580 | $287.5 萬 | 0.7% | +120+0.3% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 5,214 | $282.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,190 | $281.9 萬 | 0.7% | +87+1.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,303 | $272.6 萬 | 0.7% | +50.0% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 44,668 | $270.8 萬 | 0.7% | +7,769+21.1% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 12,584 | $247.0 萬 | 0.6% | −1,110−8.1% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,366 | $246.1 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 13,948 | $241.8 萬 | 0.6% | −23−0.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,351 | $241.7 萬 | 0.6% | −895−17.1% | 減碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 88,290 | $240.5 萬 | 0.6% | +8,273+10.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 30,004 | $235.0 萬 | 0.6% | +950+3.3% | 加碼 | – |
| ECLEcolab Inc. | Stock | 8,463 | $201.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,508 | $194.0 萬 | 0.5% | −9−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,177 | $186.7 萬 | 0.5% | −347−3.3% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 43,462 | $185.1 萬 | 0.5% | +100+0.2% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 10,192 | $168.1 萬 | 0.4% | −40.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,041 | $164.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 37,515 | $162.0 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,990 | $154.0 萬 | 0.4% | −65−0.3% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 16,024 | $148.0 萬 | 0.4% | −75−0.5% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 4,038 | $120.1 萬 | 0.3% | −200−4.7% | 減碼 | – |
| VLOValero Energy Corp | Stock | 7,285 | $114.2 萬 | 0.3% | −219−2.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 14,271 | $111.1 萬 | 0.3% | −214−1.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,219 | $110.4 萬 | 0.3% | +33+2.8% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,112 | $106.0 萬 | 0.3% | −47−0.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 14,214 | $100.6 萬 | 0.3% | +126+0.9% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,096 | $94.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 7,679 | $92.9 萬 | 0.2% | +1,450+23.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,784 | $89.6 萬 | 0.2% | −342−4.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,814 | $87.9 萬 | 0.2% | −30−1.1% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 6,703 | $86.1 萬 | 0.2% | 00.0% | 不變 | – |
| APHAmphenol Corp | CL A | 12,719 | $85.7 萬 | 0.2% | −495−3.7% | 減碼依 2 比 1 拆股換算 | 歷史 |
| FDXFedEx Corp | Stock | 2,779 | $83.3 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,231 | $82.2 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,695 | $81.9 萬 | 0.2% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 26,090 | $80.8 萬 | 0.2% | −39−0.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,487 | $78.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,492 | $78.6 萬 | 0.2% | −2,577−19.7% | 減碼 | – |
| AMPAmeriprise Financial Inc | COM | 1,752 | $74.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,692 | $74.6 萬 | 0.2% | +61+3.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,645 | $70.8 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 5,660 | $70.1 萬 | 0.2% | −75−1.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,240 | $69.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,582 | $67.8 萬 | 0.2% | −150−5.5% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 6,921 | $67.2 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 779 | $61.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 4,421 | $60.5 萬 | 0.2% | −95−2.1% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 3,919 | $59.7 萬 | 0.1% | 00.0% | 不變 | – |
| IDXXIDEXX Laboratories Inc | COM | 1,219 | $59.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,942 | $58.9 萬 | 0.1% | −42−2.1% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,096 | $58.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,184 | $58.1 萬 | 0.1% | +250+8.5% | 加碼 | – |
| FITBFifth Third Bancorp | COM | 15,618 | $57.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 10,903 | $54.3 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（7 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DBXDropbox, Inc. | CL A | 134,889 | $327.8 萬 | 0.8% | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,233 | $24.6 萬 | 0.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,422 | $23.4 萬 | 0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,064 | $21.4 萬 | 0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 3,042 | $20.8 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,823 | $20.7 萬 | 0.1% | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 18,750 | $11.1 萬 | <0.1% | 歷史 |