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 |
|---|---|---|---|---|---|---|---|
| UFPIUfp Industries Inc | COM | 840 | $7.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 14,371 | $17.2 萬 | <0.1% | +14,371 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,341 | $19.6 萬 | <0.1% | +2,341 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 683 | $20.0 萬 | <0.1% | −174−20.3% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 11,703 | $20.2 萬 | <0.1% | +1,553+15.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 427 | $20.5 萬 | <0.1% | +427 | 新進 | – |
| TMToyota Motor Corp | ADS | 1,140 | $21.8 萬 | <0.1% | +1,140 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 4,859 | $21.9 萬 | <0.1% | −29−0.6% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 556 | $22.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,693 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 525 | $23.3 萬 | <0.1% | −153−22.6% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 255 | $23.5 萬 | <0.1% | +255 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 46 | $24.8 萬 | <0.1% | +46 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,001 | $25.5 萬 | 0.1% | +25+2.6% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 431 | $25.7 萬 | 0.1% | −110−20.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 5,570 | $25.8 萬 | 0.1% | +5,570 | 新進 | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,880 | $25.9 萬 | 0.1% | +3,880 | 新進 | – |
| NUENucor Corp | COM | 1,911 | $25.9 萬 | 0.1% | +1,911 | 新進 | 歷史 |
| iShares Ibonds 2029 Term High Yield and Income ETF46436E379 | ETF | 11,339 | $27.0 萬 | 0.1% | +750+7.1% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,324 | $27.3 萬 | 0.1% | +1,324 | 新進 | – |
| TTCToro Co | COM | 3,624 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,000 | $27.9 萬 | 0.1% | +37+3.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,414 | $28.1 萬 | 0.1% | +4,414 | 新進 | – |
| COPConocoPhillips | Stock | 3,004 | $28.4 萬 | 0.1% | +3,004 | 新進 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,265 | $29.1 萬 | 0.1% | +13+1.0% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,500 | $29.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,689 | $29.9 萬 | 0.1% | −68−3.9% | 減碼 | – |
| MUMicron Technology Inc | Stock | 1,797 | $30.1 萬 | 0.1% | +1,797 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,106 | $30.2 萬 | 0.1% | +1,106 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 3,186 | $30.3 萬 | 0.1% | +3,186 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 1,134 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,632 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,450 | $32.5 萬 | 0.1% | +3,450 | 新進 | – |
| VZVerizon Communications Inc | Stock | 7,492 | $32.9 萬 | 0.1% | +7,492 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 1,112 | $33.5 萬 | 0.1% | +1,112 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,820 | $34.9 萬 | 0.1% | +2,820 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 2,715 | $35.6 萬 | 0.1% | +2,715 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 3,570 | $36.8 萬 | 0.1% | +3,570 | 新進 | 歷史 |
| LINLinde PLC | Stock | 799 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROLRollins Inc | COM | 6,500 | $38.2 萬 | 0.1% | +6,500 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 6,417 | $38.3 萬 | 0.1% | +265+4.3% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,836 | $38.6 萬 | 0.1% | +5,836 | 新進 | 歷史 |
| Pacer Trendpilot International ETF69374H683 | ETF | 12,800 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,684 | $39.9 萬 | 0.1% | +1,684 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,480 | $40.1 萬 | 0.1% | +2,480 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,265 | $40.6 萬 | 0.1% | +4,265 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,928 | $41.0 萬 | 0.1% | +2,928 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 2,557 | $41.5 萬 | 0.1% | +636+33.1% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 8,642 | $42.4 萬 | 0.1% | −75−0.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 937 | $42.8 萬 | 0.1% | +525+127.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 4,521 | $42.8 萬 | 0.1% | +4,521 | 新進 | 歷史 |
| MMM3M Co | Stock | 2,822 | $43.8 萬 | 0.1% | +2,822 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,435 | $44.2 萬 | 0.1% | −35−2.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,682 | $44.4 萬 | 0.1% | +3,682 | 新進 | – |
| KKellanova | Stock | 5,488 | $45.0 萬 | 0.1% | +5,488 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 9,775 | $45.2 萬 | 0.1% | +9,775 | 新進 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,568 | $45.8 萬 | 0.1% | +2,568 | 新進 | – |
| BABoeing Co | Stock | 2,120 | $45.8 萬 | 0.1% | +2,120 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,411 | $48.1 萬 | 0.1% | +468+49.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 6,261 | $48.9 萬 | 0.1% | +1,681+36.7% | 加碼 | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 13,660 | $48.9 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 17,362 | $49.0 萬 | 0.1% | +17,362 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,046 | $50.7 萬 | 0.1% | +1,120+22.7% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 3,395 | $50.9 萬 | 0.1% | +3,395 | 新進 | 歷史 |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 6,683 | $51.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,060 | $52.8 萬 | 0.1% | +2,060 | 新進 | – |
| ADSKAutodesk, Inc. | COM | 1,665 | $52.9 萬 | 0.1% | +1,665 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 2,529 | $53.2 萬 | 0.1% | −144−5.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,801 | $54.1 萬 | 0.1% | +1,801 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,265 | $55.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 3,329 | $55.3 萬 | 0.1% | +3,329 | 新進 | – |
| PFEPfizer Inc | Stock | 21,925 | $55.9 萬 | 0.1% | +10,464+91.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,001 | $57.8 萬 | 0.1% | +3,001 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,631 | $58.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,413 | $59.3 萬 | 0.1% | +500+7.2% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 10,903 | $59.7 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,125 | $64.0 萬 | 0.1% | −180−13.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,047 | $64.1 萬 | 0.1% | +1,047 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,526 | $65.7 萬 | 0.1% | +5,111+211.6% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 3,672 | $70.6 萬 | 0.1% | −46−1.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 611 | $71.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 3,035 | $71.6 萬 | 0.1% | +750+32.8% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,291 | $73.3 萬 | 0.1% | −47−2.0% | 減碼 | – |
| INTCIntel Corp | Stock | 21,910 | $73.5 萬 | 0.1% | +7,055+47.5% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,196 | $76.4 萬 | 0.2% | −5−0.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 17,065 | $77.5 萬 | 0.2% | +17,065 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,292 | $77.6 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 11,957 | $79.3 萬 | 0.2% | +8,249+222.5% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 18,342 | $81.7 萬 | 0.2% | +1,703+10.2% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,805 | $82.1 萬 | 0.2% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,556 | $83.1 萬 | 0.2% | +1,509+49.5% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 19,632 | $85.3 萬 | 0.2% | −747−3.7% | 減碼 | – |
| AMGNAmgen Inc | Stock | 3,024 | $85.3 萬 | 0.2% | +245+8.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,474 | $85.7 萬 | 0.2% | +1,848+113.7% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,516 | $87.8 萬 | 0.2% | +443+10.9% | 加碼 | – |
| FISVFiserv Inc | Stock | 6,833 | $88.1 萬 | 0.2% | −43−0.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,873 | $89.4 萬 | 0.2% | +1,873 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,761 | $90.6 萬 | 0.2% | −20−0.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 5,909 | $90.8 萬 | 0.2% | +956+19.3% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,849 | $90.8 萬 | 0.2% | +56+3.1% | 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。