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 |
|---|---|---|---|---|---|---|---|
| VRCAVerrica Pharmaceuticals Inc. | COM | 6,500 | $2,874 | <0.1% | 00.0% | 不變 | 歷史 |
| UFPIUfp Industries Inc | COM | 885 | $9.47 萬 | <0.1% | −124−12.3% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 10,184 | $15.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 704 | $18.2 萬 | <0.1% | −42−5.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 3,062 | $20.7 萬 | <0.1% | +3,062 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 733 | $20.7 萬 | 0.1% | +733 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,389 | $20.9 萬 | 0.1% | −625−15.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,923 | $21.5 萬 | 0.1% | +1,923 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,762 | $23.4 萬 | 0.1% | −15−0.8% | 減碼 | 歷史 |
| iShares Ibonds 2029 Term High Yield and Income ETF46436E379 | ETF | 10,089 | $23.4 萬 | 0.1% | +10,089 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,473 | $24.1 萬 | 0.1% | +320+7.7% | 加碼 | – |
| GWREGuidewire Software, Inc. | COM | 1,305 | $24.5 萬 | 0.1% | +10+0.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 918 | $25.0 萬 | 0.1% | −27−2.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,136 | $25.2 萬 | 0.1% | +1,136 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,015 | $25.4 萬 | 0.1% | −400−11.7% | 減碼 | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,880 | $25.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 5,570 | $25.7 萬 | 0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 857 | $26.2 萬 | 0.1% | −30−3.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 7,025 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| TTCToro Co | COM | 3,673 | $26.7 萬 | 0.1% | −473−11.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,414 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,832 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,885 | $27.8 萬 | 0.1% | −19−0.7% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,051 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPRTCopart Inc | COM | 4,924 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WSOWatsco Inc | COM | 556 | $28.3 萬 | 0.1% | −24−4.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,450 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 11,475 | $29.1 萬 | 0.1% | −575−4.8% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,184 | $29.4 萬 | 0.1% | −50−4.1% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 6,124 | $29.4 萬 | 0.1% | −67−1.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,926 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 4,396 | $34.1 萬 | 0.1% | −45−1.0% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,645 | $35.6 萬 | 0.1% | −135−2.8% | 減碼 | – |
| INTCIntel Corp | Stock | 15,993 | $36.3 萬 | 0.1% | +1,214+8.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 3,329 | $37.2 萬 | 0.1% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 799 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Pacer Trendpilot International ETF69374H683 | ETF | 12,800 | $37.5 萬 | 0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 2,244 | $37.6 萬 | 0.1% | +830+58.7% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,470 | $37.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,928 | $39.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,265 | $39.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 6,540 | $40.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,060 | $41.6 萬 | 0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 820 | $42.9 萬 | 0.1% | −12−1.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,620 | $43.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 9,775 | $43.6 萬 | 0.1% | −2,830−22.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 4,947 | $44.4 萬 | 0.1% | −32−0.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,568 | $44.7 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,631 | $47.0 萬 | 0.1% | −70−4.1% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 13,660 | $47.3 萬 | 0.1% | 00.0% | 不變 | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 6,683 | $47.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,872 | $48.4 萬 | 0.1% | +820+77.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,585 | $49.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,069 | $50.1 萬 | 0.1% | 00.0% | 不變 | – |
| IDXXIDEXX Laboratories Inc | COM | 1,206 | $50.6 萬 | 0.1% | −9−0.7% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,973 | $50.8 萬 | 0.1% | +200+7.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,511 | $52.6 萬 | 0.1% | −360−12.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,558 | $54.2 萬 | 0.1% | +39+1.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,250 | $54.4 萬 | 0.1% | +121+3.9% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 3,666 | $55.3 萬 | 0.1% | +232+6.8% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 10,903 | $56.1 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,091 | $58.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,939 | $60.5 萬 | 0.1% | −10−0.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 2,531 | $61.7 萬 | 0.1% | −140−5.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,913 | $64.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 16,668 | $65.3 萬 | 0.2% | +1,250+8.1% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,900 | $73.5 萬 | 0.2% | −15−0.3% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,892 | $73.5 萬 | 0.2% | +6,500+120.5% | 加碼 | – |
| MAMastercard Inc | Stock | 1,345 | $73.7 萬 | 0.2% | −80−5.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 780 | $73.8 萬 | 0.2% | +780 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,923 | $74.7 萬 | 0.2% | +130+4.7% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 4,341 | $74.9 萬 | 0.2% | −70−1.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 11,661 | $76.5 萬 | 0.2% | +102+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,787 | $76.6 萬 | 0.2% | +157+6.0% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 6,792 | $78.0 萬 | 0.2% | 00.0% | 不變 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 20,379 | $78.8 萬 | 0.2% | +3,779+22.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,817 | $82.1 萬 | 0.2% | +106+2.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,511 | $82.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 2,779 | $86.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,796 | $86.9 萬 | 0.2% | +44+2.5% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,695 | $88.3 萬 | 0.2% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 4,107 | $89.4 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,661 | $90.4 萬 | 0.2% | +1,477+46.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,157 | $95.6 萬 | 0.2% | +19+1.7% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 7,411 | $97.9 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 14,284 | $101.3 萬 | 0.2% | −191−1.3% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,305 | $101.4 萬 | 0.2% | −350−9.6% | 減碼 | – |
| INTUIntuit Inc. | Stock | 1,713 | $105.2 萬 | 0.3% | +36+2.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,835 | $105.2 萬 | 0.3% | +406+5.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,861 | $105.4 萬 | 0.3% | +997+12.7% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 13,298 | $105.5 萬 | 0.3% | +632+5.0% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 15,006 | $108.8 萬 | 0.3% | −92−0.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,674 | $115.3 萬 | 0.3% | +3,578+18.7% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 13,821 | $135.6 萬 | 0.3% | −405−2.8% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 60,495 | $141.0 萬 | 0.3% | −23,088−27.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,753 | $146.2 萬 | 0.4% | −176−1.8% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 6,896 | $152.3 萬 | 0.4% | −55−0.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,987 | $156.0 萬 | 0.4% | +263+2.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,284 | $164.3 萬 | 0.4% | −29−0.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,401 | $169.2 萬 | 0.4% | −50−1.4% | 減碼 | 歷史 |
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。