Legacy Trust
- SEC CIK
- 0001772483
- 最新申報
- 2026/7/31
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 144
- 較 2025 年第 1 季 −15
- 總值
- $4.08 億
- 較 2025 年第 1 季 −$716.7 萬 (−1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 35,984 | $2,234 萬 | 5.5% | +11,617+47.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 37,454 | $1,863 萬 | 4.6% | −3,479−8.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 77,571 | $1,592 萬 | 3.9% | −7,512−8.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 65,952 | $1,350 萬 | 3.3% | −2,508−3.7% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 17,469 | $1,316 萬 | 3.2% | −1,291−6.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 35,132 | $1,247 萬 | 3.1% | −1,905−5.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15,843 | $1,121 萬 | 2.8% | −922−5.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 36,198 | $1,049 萬 | 2.6% | −1,668−4.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,030 | $1,036 萬 | 2.5% | −1,157−7.6% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,381 | $975.8 萬 | 2.4% | −168−1.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 41,234 | $933.9 萬 | 2.3% | −3,668−8.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 28,814 | $919.1 萬 | 2.3% | −2,372−7.6% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 36,466 | $888.0 萬 | 2.2% | −2,693−6.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 50,268 | $885.9 萬 | 2.2% | −4,355−8.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,176 | $875.9 萬 | 2.1% | −12,076−46.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 76,196 | $832.7 萬 | 2.0% | +2,218+3.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 7,949 | $786.9 萬 | 1.9% | −1,366−14.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,415 | $777.0 萬 | 1.9% | −3,018−7.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 52,419 | $765.4 萬 | 1.9% | −3,010−5.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 18,751 | $741.8 萬 | 1.8% | −1,092−5.5% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 20,189 | $708.6 萬 | 1.7% | −705−3.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 109,032 | $676.2 萬 | 1.7% | +233+0.2% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 40,220 | $640.5 萬 | 1.6% | −2,126−5.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 39,556 | $604.2 萬 | 1.5% | −2,539−6.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 10,912 | $593.0 萬 | 1.5% | −1,087−9.1% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 18,034 | $590.6 萬 | 1.4% | −1,764−8.9% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 24,304 | $590.2 萬 | 1.4% | −1,575−6.1% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 51,685 | $571.7 萬 | 1.4% | −2,588−4.8% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 31,752 | $535.6 萬 | 1.3% | −2,535−7.4% | 減碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 112,169 | $478.1 萬 | 1.2% | −16,715−13.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 26,875 | $424.6 萬 | 1.0% | −1,524−5.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,394 | $402.1 萬 | 1.0% | −1,363−6.9% | 減碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 98,309 | $382.9 萬 | 0.9% | −12,052−10.9% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 50,402 | $374.6 萬 | 0.9% | −4,432−8.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 38,795 | $362.0 萬 | 0.9% | −1,647−4.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 26,549 | $329.2 萬 | 0.8% | −9,093−25.5% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 47,349 | $324.8 萬 | 0.8% | −18,611−28.2% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 33,626 | $315.0 萬 | 0.8% | −7,593−18.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,295 | $304.1 萬 | 0.7% | +12+0.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 32,783 | $293.0 萬 | 0.7% | −3,486−9.6% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 12,725 | $274.6 萬 | 0.7% | −18,463−59.2% | 減碼 | – |
| NKENIKE, Inc. | Stock | 36,248 | $257.5 萬 | 0.6% | +778+2.2% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 10,859 | $255.0 萬 | 0.6% | −1,215−10.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 56,260 | $254.6 萬 | 0.6% | −8,747−13.5% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 36,116 | $245.9 萬 | 0.6% | −14,115−28.1% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,316 | $244.6 萬 | 0.6% | −10−0.2% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 19,515 | $233.4 萬 | 0.6% | −9,547−32.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 8,152 | $219.6 萬 | 0.5% | −55−0.7% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 13,560 | $211.5 萬 | 0.5% | +13+0.1% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,207 | $202.5 萬 | 0.5% | +10+0.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 21,815 | $200.6 萬 | 0.5% | +450+2.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,711 | $200.0 萬 | 0.5% | −7,531−61.5% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 40,129 | $193.6 萬 | 0.5% | −10,929−21.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,910 | $189.9 萬 | 0.5% | −65−1.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,143 | $174.7 萬 | 0.4% | −2,556−15.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,788 | $173.6 萬 | 0.4% | −199−2.0% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 26,052 | $163.3 萬 | 0.4% | −15,924−37.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,220 | $163.3 萬 | 0.4% | −64−1.5% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 7,883 | $149.2 萬 | 0.4% | −7,061−47.2% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 6,177 | $146.8 萬 | 0.4% | −5,704−48.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,376 | $136.9 萬 | 0.3% | −25−0.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,713 | $134.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GNTXGentex Corp | COM | 60,495 | $133.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,709 | $128.2 萬 | 0.3% | −44−0.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 13,821 | $126.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,315 | $121.5 萬 | 0.3% | −1,359−6.0% | 減碼 | – |
| FISVFiserv Inc | Stock | 6,876 | $118.5 萬 | 0.3% | −20−0.3% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 14,984 | $117.2 萬 | 0.3% | −22−0.1% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 11,621 | $114.8 萬 | 0.3% | −40−0.3% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,835 | $104.1 萬 | 0.3% | 00.0% | 不變 | – |
| ILMNIllumina, Inc. | COM | 10,610 | $101.2 萬 | 0.2% | −2,688−20.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 14,372 | $99.8 萬 | 0.2% | +88+0.6% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,992 | $95.9 萬 | 0.2% | +3,100+26.1% | 加碼 | – |
| AMPAmeriprise Financial Inc | COM | 1,793 | $95.7 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,852 | $95.4 萬 | 0.2% | −9−0.1% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,735 | $92.9 萬 | 0.2% | −570−17.2% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,695 | $91.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,447 | $91.0 萬 | 0.2% | −214−4.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,781 | $84.5 萬 | 0.2% | −6−0.2% | 減碼 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 20,379 | $84.4 萬 | 0.2% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 3,718 | $82.2 萬 | 0.2% | −389−9.5% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,034 | $81.1 萬 | 0.2% | −1,377−18.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,024 | $79.8 萬 | 0.2% | −133−11.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,953 | $78.9 萬 | 0.2% | +136+2.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,779 | $77.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,805 | $77.2 萬 | 0.2% | −95−1.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,073 | $74.5 萬 | 0.2% | +1,100+37.0% | 加碼 | – |
| MAMastercard Inc | Stock | 1,305 | $73.3 萬 | 0.2% | −40−3.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,173 | $73.0 萬 | 0.2% | −338−9.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,292 | $71.3 萬 | 0.2% | +223+20.9% | 加碼 | – |
| FITBFifth Third Bancorp | COM | 16,639 | $68.4 萬 | 0.2% | −29−0.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,338 | $66.8 萬 | 0.2% | −585−20.0% | 減碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 1,201 | $64.4 萬 | 0.2% | −5−0.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 611 | $64.1 萬 | 0.2% | −169−21.7% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,913 | $62.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 2,673 | $62.2 萬 | 0.2% | +115+4.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,220 | $61.2 萬 | 0.2% | −24−1.1% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,265 | $59.9 萬 | 0.1% | −1,076−24.8% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 10,903 | $55.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,872 | $52.4 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（19 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288802 | ESG OPTIMIZED | 6,792 | $78.0 萬 | 0.2% | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,568 | $44.7 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 9,775 | $43.6 萬 | 0.1% | – |
| UNHUnitedHealth Group Inc | Stock | 820 | $42.9 萬 | 0.1% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,060 | $41.6 萬 | 0.1% | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 6,540 | $40.9 萬 | 0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,265 | $39.9 萬 | 0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,928 | $39.7 萬 | 0.1% | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 3,329 | $37.2 萬 | 0.1% | – |
| ITWIllinois Tool Works Inc | Stock | 1,184 | $29.4 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,450 | $28.6 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,414 | $27.2 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 7,025 | $26.6 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 5,570 | $25.7 萬 | 0.1% | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,880 | $25.4 萬 | 0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,473 | $24.1 萬 | 0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 1,923 | $21.5 萬 | 0.1% | 歷史 |
| PGRProgressive Corp | Stock | 733 | $20.7 萬 | 0.1% | 歷史 |
| EBAYeBay Inc | COM | 3,062 | $20.7 萬 | <0.1% | 歷史 |