Legacy Trust
- SEC CIK
- 0001772483
- 最新申報
- 2026/7/31
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/22 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 192
- 較 2025 年第 3 季 +4
- 總值
- $5.35 億
- 較 2025 年第 3 季 +$2,743 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 124,248 | $3,378 萬 | 6.3% | +1,484+1.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 39,728 | $2,721 萬 | 5.1% | +2,321+6.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 44,378 | $2,146 萬 | 4.0% | +1,444+3.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 54,243 | $1,698 萬 | 3.2% | +796+1.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 87,373 | $1,630 萬 | 3.0% | −2,093−2.3% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 17,290 | $1,399 萬 | 2.6% | +34+0.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15,466 | $1,359 萬 | 2.5% | +49+0.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 43,307 | $1,316 萬 | 2.5% | −229−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 39,814 | $1,283 萬 | 2.4% | +674+1.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 35,126 | $1,232 萬 | 2.3% | +398+1.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 66,527 | $1,225 萬 | 2.3% | +876+1.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 31,317 | $1,159 萬 | 2.2% | +628+2.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 48,933 | $1,129 萬 | 2.1% | +995+2.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 61,475 | $1,127 萬 | 2.1% | +3,728+6.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,615 | $964.7 萬 | 1.8% | +401+2.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,032 | $956.9 萬 | 1.8% | −184−1.3% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,385 | $947.0 萬 | 1.8% | +144+1.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 18,169 | $927.4 萬 | 1.7% | +413+2.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 76,323 | $917.2 萬 | 1.7% | +315+0.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 43,877 | $908.0 萬 | 1.7% | +2,679+6.5% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 31,488 | $892.1 萬 | 1.7% | +436+1.4% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 22,361 | $785.9 萬 | 1.5% | +1,162+5.5% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,664 | $760.7 萬 | 1.4% | −245−1.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 110,329 | $728.2 萬 | 1.4% | −61−0.1% | 減碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 37,432 | $727.6 萬 | 1.4% | +1,042+2.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,427 | $726.7 萬 | 1.4% | +471+5.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 40,432 | $691.6 萬 | 1.3% | +613+1.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,866 | $672.0 萬 | 1.3% | +575+5.1% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 24,743 | $633.5 萬 | 1.2% | +979+4.1% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 53,795 | $553.0 萬 | 1.0% | +3,115+6.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 18,755 | $461.7 萬 | 0.9% | +6,930+58.6% | 加碼 | – |
| ALLYAlly Financial Inc. | Stock | 100,643 | $455.8 萬 | 0.9% | +2,800+2.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,375 | $419.7 萬 | 0.8% | +813+6.5% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 42,910 | $413.1 萬 | 0.8% | +20,370+90.4% | 加碼 | – |
| WYNNWynn Resorts Ltd | COM | 34,246 | $412.1 萬 | 0.8% | +1,630+5.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,591 | $398.8 萬 | 0.7% | −55−0.5% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 98,894 | $397.6 萬 | 0.7% | +51,097+106.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 39,492 | $379.2 萬 | 0.7% | +6,735+20.6% | 加碼 | – |
| CHWYChewy, Inc. | CL A | 111,945 | $370.0 萬 | 0.7% | +2,279+2.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,850 | $367.4 萬 | 0.7% | −844−4.3% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 25,578 | $361.8 萬 | 0.7% | +1,599+6.7% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 67,565 | $360.5 萬 | 0.7% | +2,163+3.3% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 36,127 | $356.8 萬 | 0.7% | +746+2.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 30,262 | $344.3 萬 | 0.6% | +1,058+3.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 41,783 | $341.4 萬 | 0.6% | +35+0.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 50,431 | $294.4 萬 | 0.6% | +1,029+2.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,089 | $288.2 萬 | 0.5% | +1,260+26.1% | 加碼 | – |
| KLACKLA Corp | COM NEW | 2,216 | $269.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 41,983 | $267.5 萬 | 0.5% | +4,336+11.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 24,445 | $256.0 萬 | 0.5% | +24,445 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,314 | $248.7 萬 | 0.5% | +70+3.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,908 | $246.7 萬 | 0.5% | +120+2.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 43,926 | $240.3 萬 | 0.4% | +3,775+9.4% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 15,455 | $237.4 萬 | 0.4% | −1,147−6.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 8,117 | $213.1 萬 | 0.4% | −15−0.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,366 | $195.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,292 | $191.0 萬 | 0.4% | −20−0.5% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,183 | $181.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 13,565 | $177.9 萬 | 0.3% | +1,775+15.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,011 | $175.4 萬 | 0.3% | −34−0.7% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 13,400 | $168.6 萬 | 0.3% | −60.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,363 | $168.2 萬 | 0.3% | +321+4.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,549 | $163.0 萬 | 0.3% | +725+5.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 18,801 | $158.3 萬 | 0.3% | +1,060+6.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,902 | $156.5 萬 | 0.3% | −70−0.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,028 | $153.7 萬 | 0.3% | +450+9.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 14,405 | $151.3 萬 | 0.3% | −4,790−25.0% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 10,946 | $147.9 萬 | 0.3% | −95−0.9% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 62,060 | $144.4 萬 | 0.3% | +2,100+3.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,823 | $140.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,366 | $139.7 萬 | 0.3% | +1,051+4.9% | 加碼 | – |
| NEENextera Energy Inc | Stock | 16,705 | $134.1 萬 | 0.3% | −160−0.9% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 8,269 | $129.1 萬 | 0.2% | −240−2.8% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,938 | $128.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 14,724 | $125.5 萬 | 0.2% | −20−0.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,891 | $123.9 萬 | 0.2% | +595+6.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,592 | $122.9 萬 | 0.2% | +1,120+25.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 3,474 | $120.2 萬 | 0.2% | −108−3.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,101 | $116.3 萬 | 0.2% | +1,250+9.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,631 | $116.3 萬 | 0.2% | +684+9.8% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,985 | $111.5 萬 | 0.2% | +320+12.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 7,835 | $110.6 萬 | 0.2% | 00.0% | 不變 | – |
| VLOValero Energy Corp | Stock | 6,729 | $109.5 萬 | 0.2% | +695+11.5% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,173 | $108.8 萬 | 0.2% | +478+10.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,992 | $104.1 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 3,354 | $99.3 萬 | 0.2% | −55−1.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,994 | $98.0 萬 | 0.2% | −30−1.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,706 | $97.7 萬 | 0.2% | −167−8.9% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,605 | $95.7 萬 | 0.2% | −1,275−21.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,761 | $92.6 萬 | 0.2% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 3,436 | $92.2 萬 | 0.2% | −38−1.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,977 | $92.0 萬 | 0.2% | −196−4.7% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,849 | $90.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,307 | $90.4 萬 | 0.2% | +398+6.7% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,516 | $89.7 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 12,697 | $88.8 萬 | 0.2% | +740+6.2% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 3,035 | $87.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 23,690 | $87.4 萬 | 0.2% | +1,780+8.1% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 19,632 | $85.8 萬 | 0.2% | 00.0% | 不變 | – |
| FITBFifth Third Bancorp | COM | 18,257 | $85.5 萬 | 0.2% | −85−0.5% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（6 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 10,949 | $211.7 萬 | 0.4% | 歷史 |
| KKellanova | Stock | 5,488 | $45.0 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 255 | $23.5 萬 | <0.1% | 歷史 |
| WSOWatsco Inc | COM | 556 | $22.5 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 4,859 | $21.9 萬 | <0.1% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 683 | $20.0 萬 | <0.1% | 歷史 |