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 |
|---|---|---|---|---|---|---|---|
| iShares Russell Midcap ETF464287499 | ETF | 21,365 | $181.8 萬 | 0.4% | +1,825+9.3% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 16,699 | $203.4 萬 | 0.5% | −924−5.2% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 8,207 | $208.1 萬 | 0.5% | −100−1.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,975 | $211.7 萬 | 0.5% | +90+2.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 13,547 | $223.1 萬 | 0.5% | −174−1.3% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 51,058 | $223.1 萬 | 0.5% | −1,111−2.1% | 減碼 | – |
| NKENIKE, Inc. | Stock | 35,470 | $225.2 萬 | 0.5% | +2,189+6.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,197 | $226.0 萬 | 0.5% | +15+0.3% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 14,944 | $237.4 萬 | 0.6% | −47−0.3% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,326 | $255.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SBACSba Communications Corp | CL A | 12,074 | $265.6 萬 | 0.6% | +1,245+11.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 65,007 | $274.5 萬 | 0.7% | +1,560+2.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,757 | $276.2 萬 | 0.7% | +36+0.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 40,442 | $294.7 萬 | 0.7% | +3,650+9.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 36,269 | $296.4 萬 | 0.7% | +1,341+3.8% | 加碼 | – |
| ALBAlbemarle Corp | Stock | 41,976 | $302.3 萬 | 0.7% | +1,372+3.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,283 | $303.6 萬 | 0.7% | −100−1.2% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 50,231 | $304.1 萬 | 0.7% | +780+1.6% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 40,585 | $307.0 萬 | 0.7% | +1,005+2.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 28,399 | $307.8 萬 | 0.7% | +86+0.3% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 11,881 | $336.3 萬 | 0.8% | +104+0.9% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 41,219 | $344.2 萬 | 0.8% | +755+1.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 35,642 | $351.8 萬 | 0.8% | +357+1.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 54,834 | $357.8 萬 | 0.9% | +202+0.4% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 29,062 | $372.7 萬 | 0.9% | +2,375+8.9% | 加碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 110,361 | $402.5 萬 | 1.0% | +2,641+2.5% | 加碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 128,884 | $419.0 萬 | 1.0% | +861+0.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,242 | $442.0 萬 | 1.1% | −7−0.1% | 減碼 | – |
| DDDuPont de Nemours, Inc. | COM | 65,960 | $492.6 萬 | 1.2% | +1,370+2.1% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 25,879 | $536.3 萬 | 1.3% | +107+0.4% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 34,287 | $576.4 萬 | 1.4% | −42−0.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,999 | $594.3 萬 | 1.4% | −143−1.2% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 19,798 | $620.5 萬 | 1.5% | +165+0.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 31,188 | $622.2 萬 | 1.5% | +788+2.6% | 加碼 | – |
| LENLennar Corp | CL A | 54,273 | $622.9 萬 | 1.5% | +4,792+9.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 108,799 | $634.8 萬 | 1.5% | −256−0.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 42,346 | $650.5 萬 | 1.6% | +735+1.8% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 20,894 | $663.7 萬 | 1.6% | −34−0.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 42,095 | $698.1 萬 | 1.7% | +1,173+2.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,433 | $731.2 萬 | 1.8% | +824+2.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 55,429 | $734.2 萬 | 1.8% | +119+0.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 19,843 | $738.7 萬 | 1.8% | +105+0.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 44,902 | $745.4 萬 | 1.8% | −290−0.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 73,978 | $773.6 萬 | 1.9% | +131+0.2% | 加碼 | – |
| AXPAmerican Express Co | Stock | 31,186 | $839.1 萬 | 2.0% | −289−0.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 54,623 | $844.7 萬 | 2.0% | −90−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,187 | $875.3 萬 | 2.1% | −86−0.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,315 | $881.0 萬 | 2.1% | −84−0.9% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 39,159 | $906.1 萬 | 2.2% | −165−0.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 16,765 | $915.9 萬 | 2.2% | −45−0.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 37,866 | $928.9 萬 | 2.2% | −20−0.1% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,549 | $943.3 萬 | 2.3% | −10.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 68,460 | $1,168 萬 | 2.8% | −280.0% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 18,760 | $1,176 萬 | 2.8% | −61−0.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 37,037 | $1,298 萬 | 3.1% | −187−0.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 24,367 | $1,369 萬 | 3.3% | +1,902+8.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,252 | $1,469 萬 | 3.5% | +50+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 40,933 | $1,537 萬 | 3.7% | +53+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 85,083 | $1,890 萬 | 4.6% | −419−0.5% | 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。