Legacy Trust
- SEC CIK
- 0001772483
- 最新申報
- 2026/7/31
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/16 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 159
- 較 2024 年第 4 季 +2
- 總值
- $4.15 億
- 較 2024 年第 4 季 −$1,601 萬 (−3.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 85,083 | $1,890 萬 | 4.6% | −419−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 40,933 | $1,537 萬 | 3.7% | +53+0.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,252 | $1,469 萬 | 3.5% | +50+0.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 24,367 | $1,369 萬 | 3.3% | +1,902+8.5% | 加碼 | – |
| VVisa Inc. | Stock | 37,037 | $1,298 萬 | 3.1% | −187−0.5% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 18,760 | $1,176 萬 | 2.8% | −61−0.3% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 68,460 | $1,168 萬 | 2.8% | −280.0% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,549 | $943.3 萬 | 2.3% | −10.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 37,866 | $928.9 萬 | 2.2% | −20−0.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 16,765 | $915.9 萬 | 2.2% | −45−0.3% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 39,159 | $906.1 萬 | 2.2% | −165−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,315 | $881.0 萬 | 2.1% | −84−0.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,187 | $875.3 萬 | 2.1% | −86−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 54,623 | $844.7 萬 | 2.0% | −90−0.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 31,186 | $839.1 萬 | 2.0% | −289−0.9% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 73,978 | $773.6 萬 | 1.9% | +131+0.2% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 44,902 | $745.4 萬 | 1.8% | −290−0.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 19,843 | $738.7 萬 | 1.8% | +105+0.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 55,429 | $734.2 萬 | 1.8% | +119+0.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,433 | $731.2 萬 | 1.8% | +824+2.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 42,095 | $698.1 萬 | 1.7% | +1,173+2.9% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 20,894 | $663.7 萬 | 1.6% | −34−0.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 42,346 | $650.5 萬 | 1.6% | +735+1.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 108,799 | $634.8 萬 | 1.5% | −256−0.2% | 減碼 | – |
| LENLennar Corp | CL A | 54,273 | $622.9 萬 | 1.5% | +4,792+9.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 31,188 | $622.2 萬 | 1.5% | +788+2.6% | 加碼 | – |
| CMICummins Inc | Stock | 19,798 | $620.5 萬 | 1.5% | +165+0.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,999 | $594.3 萬 | 1.4% | −143−1.2% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 34,287 | $576.4 萬 | 1.4% | −42−0.1% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 25,879 | $536.3 萬 | 1.3% | +107+0.4% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 65,960 | $492.6 萬 | 1.2% | +1,370+2.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,242 | $442.0 萬 | 1.1% | −7−0.1% | 減碼 | – |
| CHWYChewy, Inc. | CL A | 128,884 | $419.0 萬 | 1.0% | +861+0.7% | 加碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 110,361 | $402.5 萬 | 1.0% | +2,641+2.5% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 29,062 | $372.7 萬 | 0.9% | +2,375+8.9% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 54,834 | $357.8 萬 | 0.9% | +202+0.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 35,642 | $351.8 萬 | 0.8% | +357+1.0% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 41,219 | $344.2 萬 | 0.8% | +755+1.9% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 11,881 | $336.3 萬 | 0.8% | +104+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,399 | $307.8 萬 | 0.7% | +86+0.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 40,585 | $307.0 萬 | 0.7% | +1,005+2.5% | 加碼 | – |
| INCYIncyte Corp | COM | 50,231 | $304.1 萬 | 0.7% | +780+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,283 | $303.6 萬 | 0.7% | −100−1.2% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 41,976 | $302.3 萬 | 0.7% | +1,372+3.4% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 36,269 | $296.4 萬 | 0.7% | +1,341+3.8% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 40,442 | $294.7 萬 | 0.7% | +3,650+9.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,757 | $276.2 萬 | 0.7% | +36+0.2% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 65,007 | $274.5 萬 | 0.7% | +1,560+2.5% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 12,074 | $265.6 萬 | 0.6% | +1,245+11.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,326 | $255.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 14,944 | $237.4 萬 | 0.6% | −47−0.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,197 | $226.0 萬 | 0.5% | +15+0.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 35,470 | $225.2 萬 | 0.5% | +2,189+6.6% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 51,058 | $223.1 萬 | 0.5% | −1,111−2.1% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 13,547 | $223.1 萬 | 0.5% | −174−1.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,975 | $211.7 萬 | 0.5% | +90+2.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 8,207 | $208.1 萬 | 0.5% | −100−1.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 16,699 | $203.4 萬 | 0.5% | −924−5.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 21,365 | $181.8 萬 | 0.4% | +1,825+9.3% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,401 | $169.2 萬 | 0.4% | −50−1.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,284 | $164.3 萬 | 0.4% | −29−0.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,987 | $156.0 萬 | 0.4% | +263+2.7% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 6,896 | $152.3 萬 | 0.4% | −55−0.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,753 | $146.2 萬 | 0.4% | −176−1.8% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 60,495 | $141.0 萬 | 0.3% | −23,088−27.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 13,821 | $135.6 萬 | 0.3% | −405−2.8% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,674 | $115.3 萬 | 0.3% | +3,578+18.7% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 15,006 | $108.8 萬 | 0.3% | −92−0.6% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 13,298 | $105.5 萬 | 0.3% | +632+5.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,861 | $105.4 萬 | 0.3% | +997+12.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,835 | $105.2 萬 | 0.3% | +406+5.5% | 加碼 | – |
| INTUIntuit Inc. | Stock | 1,713 | $105.2 萬 | 0.3% | +36+2.1% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,305 | $101.4 萬 | 0.2% | −350−9.6% | 減碼 | – |
| NEENextera Energy Inc | Stock | 14,284 | $101.3 萬 | 0.2% | −191−1.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 7,411 | $97.9 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,157 | $95.6 萬 | 0.2% | +19+1.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,661 | $90.4 萬 | 0.2% | +1,477+46.4% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 4,107 | $89.4 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,695 | $88.3 萬 | 0.2% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 1,796 | $86.9 萬 | 0.2% | +44+2.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,779 | $86.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,511 | $82.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,817 | $82.1 萬 | 0.2% | +106+2.3% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 20,379 | $78.8 萬 | 0.2% | +3,779+22.8% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 6,792 | $78.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,787 | $76.6 萬 | 0.2% | +157+6.0% | 加碼 | – |
| APHAmphenol Corp | CL A | 11,661 | $76.5 萬 | 0.2% | +102+0.9% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 4,341 | $74.9 萬 | 0.2% | −70−1.6% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,923 | $74.7 萬 | 0.2% | +130+4.7% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 780 | $73.8 萬 | 0.2% | +780 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 1,345 | $73.7 萬 | 0.2% | −80−5.6% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,892 | $73.5 萬 | 0.2% | +6,500+120.5% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,900 | $73.5 萬 | 0.2% | −15−0.3% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 16,668 | $65.3 萬 | 0.2% | +1,250+8.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,913 | $64.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 2,531 | $61.7 萬 | 0.1% | −140−5.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,939 | $60.5 萬 | 0.1% | −10−0.5% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,091 | $58.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 10,903 | $56.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 3,666 | $55.3 萬 | 0.1% | +232+6.8% | 加碼 | – |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。