Legacy Trust
- SEC CIK
- 0001772483
- 最新申報
- 2026/7/31
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 188
- 較 2025 年第 2 季 +44
- 總值
- $5.07 億
- 較 2025 年第 2 季 +$9,952 萬 (+24.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 122,764 | $3,126 萬 | 6.2% | +45,193+58.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 37,407 | $2,504 萬 | 4.9% | +1,423+4.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 42,934 | $2,224 萬 | 4.4% | +5,480+14.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 89,466 | $1,669 萬 | 3.3% | +62,591+232.9% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 17,256 | $1,647 萬 | 3.2% | −213−1.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 65,651 | $1,337 萬 | 2.6% | −301−0.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 53,447 | $1,299 萬 | 2.6% | +3,179+6.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 39,140 | $1,235 萬 | 2.4% | +2,942+8.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15,417 | $1,228 萬 | 2.4% | −426−2.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 43,536 | $1,216 萬 | 2.4% | +2,302+5.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 34,728 | $1,186 萬 | 2.3% | −404−1.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 47,938 | $1,053 萬 | 2.1% | +12,523+35.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,214 | $1,044 萬 | 2.1% | +184+1.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 30,689 | $1,019 萬 | 2.0% | +1,875+6.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 57,747 | $966.3 萬 | 1.9% | +5,328+10.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,216 | $947.0 萬 | 1.9% | +40+0.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 76,008 | $903.2 萬 | 1.8% | −188−0.2% | 減碼 | – |
| GWWW.W. Grainger, Inc. | Stock | 9,241 | $880.6 萬 | 1.7% | −140−1.5% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 36,390 | $855.1 萬 | 1.7% | −76−0.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 21,199 | $783.7 萬 | 1.5% | +2,448+13.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 41,198 | $763.9 萬 | 1.5% | +1,642+4.2% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,909 | $754.4 萬 | 1.5% | −280−1.4% | 減碼 | – |
| CMICummins Inc | Stock | 17,756 | $750.0 萬 | 1.5% | −278−1.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,956 | $736.4 萬 | 1.5% | +7+0.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 110,390 | $720.4 萬 | 1.4% | +1,358+1.2% | 加碼 | – |
| EXPEExpedia Group, Inc. | Stock | 31,052 | $663.7 萬 | 1.3% | −700−2.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 39,819 | $662.4 萬 | 1.3% | −401−1.0% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 50,680 | $638.8 萬 | 1.3% | −1,005−1.9% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 23,764 | $614.0 萬 | 1.2% | −540−2.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,694 | $553.9 萬 | 1.1% | +1,300+7.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,291 | $505.0 萬 | 1.0% | +379+3.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,646 | $471.9 萬 | 0.9% | +3,351+40.4% | 加碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 109,666 | $443.6 萬 | 0.9% | −2,503−2.2% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 32,616 | $418.4 萬 | 0.8% | −1,010−3.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 41,748 | $409.0 萬 | 0.8% | +2,953+7.6% | 加碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 97,843 | $383.5 萬 | 0.8% | −466−0.5% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 47,797 | $372.3 萬 | 0.7% | +448+0.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 29,204 | $334.4 萬 | 0.7% | +2,655+10.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 49,402 | $331.3 萬 | 0.7% | −1,000−2.0% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 65,402 | $316.1 萬 | 0.6% | +9,142+16.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,562 | $305.9 萬 | 0.6% | +2,774+28.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 32,757 | $305.9 萬 | 0.6% | −26−0.1% | 減碼 | – |
| INCYIncyte Corp | COM | 35,381 | $300.1 萬 | 0.6% | −735−2.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,825 | $286.1 萬 | 0.6% | −900−7.1% | 減碼 | – |
| NKENIKE, Inc. | Stock | 37,647 | $262.5 萬 | 0.5% | +1,399+3.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,788 | $240.7 萬 | 0.5% | +878+22.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 16,602 | $240.0 萬 | 0.5% | +2,459+17.4% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,216 | $239.0 萬 | 0.5% | +2,216 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,829 | $226.2 萬 | 0.4% | +118+2.5% | 加碼 | – |
| ECLEcolab Inc. | Stock | 8,132 | $222.7 萬 | 0.4% | −20−0.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 22,540 | $217.6 萬 | 0.4% | +725+3.3% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 19,195 | $215.2 萬 | 0.4% | −320−1.6% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,312 | $215.0 萬 | 0.4% | −4−0.1% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 40,151 | $214.4 萬 | 0.4% | +22+0.1% | 加碼 | – |
| SBACSba Communications Corp | CL A | 10,949 | $211.7 萬 | 0.4% | +90+0.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 13,406 | $196.2 萬 | 0.4% | −154−1.1% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 23,979 | $194.4 萬 | 0.4% | −2,073−8.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,045 | $178.0 萬 | 0.4% | +825+19.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,244 | $171.2 萬 | 0.3% | +1,220+119.1% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 59,960 | $169.7 萬 | 0.3% | −535−0.9% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,183 | $167.5 萬 | 0.3% | −24−0.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,366 | $163.3 萬 | 0.3% | −10−0.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,042 | $163.1 萬 | 0.3% | +4,583+186.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,972 | $154.1 萬 | 0.3% | +1,263+13.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 17,741 | $150.1 萬 | 0.3% | +3,920+28.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,824 | $144.6 萬 | 0.3% | +3,972+44.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,823 | $141.7 萬 | 0.3% | +2,951+157.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 4,578 | $139.1 萬 | 0.3% | +2,978+186.1% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 11,041 | $136.6 萬 | 0.3% | −580−5.0% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,938 | $132.3 萬 | 0.3% | +225+13.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,315 | $127.7 萬 | 0.3% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 16,865 | $127.3 萬 | 0.3% | +2,493+17.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,296 | $124.5 萬 | 0.2% | +7,445+402.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,582 | $118.2 萬 | 0.2% | +1,362+61.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 14,744 | $114.7 萬 | 0.2% | −240−1.6% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 11,790 | $112.0 萬 | 0.2% | +1,180+11.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,835 | $111.3 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 6,947 | $107.9 萬 | 0.2% | +3,951+131.9% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 8,509 | $106.5 萬 | 0.2% | +626+7.9% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 5,880 | $104.6 萬 | 0.2% | −297−4.8% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,034 | $102.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,992 | $102.1 萬 | 0.2% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 4,173 | $98.6 萬 | 0.2% | +1,000+31.5% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,665 | $97.4 萬 | 0.2% | −70−2.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,472 | $96.5 萬 | 0.2% | +25+0.6% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,409 | $96.2 萬 | 0.2% | +3,409 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,695 | $95.6 萬 | 0.2% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 13,851 | $94.8 萬 | 0.2% | +10,462+308.7% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,849 | $90.8 萬 | 0.2% | +56+3.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,909 | $90.8 萬 | 0.2% | +956+19.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,761 | $90.6 萬 | 0.2% | −20−0.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,873 | $89.4 萬 | 0.2% | +1,873 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 6,833 | $88.1 萬 | 0.2% | −43−0.6% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,516 | $87.8 萬 | 0.2% | +443+10.9% | 加碼 | – |
| ACNAccenture plc | Stock | 3,474 | $85.7 萬 | 0.2% | +1,848+113.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,024 | $85.3 萬 | 0.2% | +245+8.8% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 19,632 | $85.3 萬 | 0.2% | −747−3.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,556 | $83.1 萬 | 0.2% | +1,509+49.5% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,805 | $82.1 萬 | 0.2% | 00.0% | 不變 | – |
| FITBFifth Third Bancorp | COM | 18,342 | $81.7 萬 | 0.2% | +1,703+10.2% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。