Legacy Trust
- SEC CIK
- 0001772483
- 最新申報
- 2026/7/31
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 203
- 較 2025 年第 4 季 +11
- 總值
- $5.22 億
- 較 2025 年第 4 季 −$1,276 萬 (−2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 125,520 | $3,186 萬 | 6.1% | +1,272+1.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 43,030 | $2,811 萬 | 5.4% | +3,302+8.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 45,423 | $1,681 萬 | 3.2% | +1,045+2.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 54,401 | $1,564 萬 | 3.0% | +158+0.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 42,955 | $1,452 萬 | 2.8% | −352−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 74,948 | $1,307 萬 | 2.5% | −12,425−14.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15,416 | $1,304 萬 | 2.5% | −50−0.3% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 17,425 | $1,270 萬 | 2.4% | +135+0.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 61,364 | $1,184 萬 | 2.3% | −111−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 45,048 | $1,101 萬 | 2.1% | +1,171+2.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 68,302 | $1,095 萬 | 2.1% | +1,775+2.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 35,710 | $1,079 萬 | 2.1% | +584+1.7% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 37,402 | $1,061 萬 | 2.0% | −30−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 50,131 | $1,044 萬 | 2.0% | +1,198+2.4% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,470 | $1,033 萬 | 2.0% | +85+0.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 30,452 | $1,001 萬 | 1.9% | +8,091+36.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 32,239 | $975.2 萬 | 1.9% | +922+2.9% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 17,989 | $967.8 萬 | 1.9% | −180−1.0% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 77,379 | $961.9 萬 | 1.8% | +1,056+1.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,992 | $910.0 萬 | 1.7% | −40−0.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,527 | $849.7 萬 | 1.6% | +100+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,804 | $847.0 萬 | 1.6% | +189+1.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 115,330 | $778.8 萬 | 1.5% | +5,001+4.5% | 加碼 | – |
| EXPEExpedia Group, Inc. | Stock | 31,871 | $735.9 萬 | 1.4% | +383+1.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,304 | $714.9 萬 | 1.4% | −15,510−39.0% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 18,848 | $698.7 萬 | 1.3% | −816−4.1% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 12,161 | $560.6 萬 | 1.1% | +295+2.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 41,444 | $533.7 萬 | 1.0% | +1,012+2.5% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 25,173 | $497.2 萬 | 1.0% | +430+1.7% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 55,615 | $483.0 萬 | 0.9% | +1,820+3.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 19,035 | $472.1 萬 | 0.9% | +280+1.5% | 加碼 | – |
| DDDuPont de Nemours, Inc. | COM | 100,879 | $462.0 萬 | 0.9% | +1,985+2.0% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 25,676 | $461.0 萬 | 0.9% | +98+0.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 22,655 | $422.9 萬 | 0.8% | +20,971+1,245.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,697 | $421.6 萬 | 0.8% | +1,322+9.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 42,980 | $417.9 萬 | 0.8% | +70+0.2% | 加碼 | – |
| ALLYAlly Financial Inc. | Stock | 104,313 | $409.2 萬 | 0.8% | +3,670+3.6% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 39,772 | $386.3 萬 | 0.7% | +280+0.7% | 加碼 | – |
| WYNNWynn Resorts Ltd | COM | 35,871 | $364.3 萬 | 0.7% | +1,625+4.7% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 69,645 | $362.2 萬 | 0.7% | +2,080+3.1% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 37,202 | $350.1 萬 | 0.7% | +1,075+3.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 48,033 | $345.5 萬 | 0.7% | +6,250+15.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,423 | $342.8 萬 | 0.7% | −1,168−10.1% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,216 | $326.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CHWYChewy, Inc. | CL A | 117,470 | $317.2 萬 | 0.6% | +5,525+4.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 31,103 | $299.8 萬 | 0.6% | +841+2.8% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 49,643 | $281.9 萬 | 0.5% | +5,717+13.0% | 加碼 | – |
| ORCLOracle Corp | Stock | 18,640 | $274.2 萬 | 0.5% | −210−1.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,494 | $262.9 萬 | 0.5% | +1,945+14.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 15,704 | $250.8 萬 | 0.5% | +249+1.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 45,761 | $241.7 萬 | 0.5% | +3,778+9.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,659 | $241.3 萬 | 0.5% | −430−7.1% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 16,535 | $239.0 萬 | 0.5% | +2,130+14.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 52,824 | $238.9 萬 | 0.5% | +2,393+4.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,510 | $230.9 萬 | 0.4% | +196+8.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,641 | $222.4 萬 | 0.4% | −267−5.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 8,097 | $215.4 萬 | 0.4% | −20−0.2% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 26,870 | $192.8 萬 | 0.4% | +2,425+9.9% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 14,745 | $181.7 萬 | 0.3% | +1,180+8.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,177 | $177.8 萬 | 0.3% | +814+11.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,855 | $168.6 萬 | 0.3% | −47−0.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 18,524 | $166.0 萬 | 0.3% | −277−1.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,345 | $165.4 萬 | 0.3% | +1,871+53.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,694 | $165.4 萬 | 0.3% | −35−0.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,326 | $163.5 萬 | 0.3% | −40−1.2% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 9,249 | $158.6 萬 | 0.3% | +980+11.9% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 13,285 | $157.0 萬 | 0.3% | −115−0.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,512 | $155.4 萬 | 0.3% | −119−1.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,984 | $154.9 萬 | 0.3% | −44−0.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 16,445 | $152.7 萬 | 0.3% | −260−1.6% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,299 | $152.1 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,175 | $151.5 萬 | 0.3% | −8−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,808 | $138.1 萬 | 0.3% | −15−0.3% | 減碼 | – |
| APHAmphenol Corp | CL A | 10,747 | $135.8 萬 | 0.3% | −199−1.8% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 61,978 | $135.4 萬 | 0.3% | −82−0.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,002 | $121.6 萬 | 0.2% | −9−0.2% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,835 | $118.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,477 | $117.8 萬 | 0.2% | −115−2.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,322 | $117.4 萬 | 0.2% | −4,044−18.1% | 減碼 | – |
| FDXFedEx Corp | Stock | 3,035 | $108.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,491 | $105.6 萬 | 0.2% | −215−12.6% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,992 | $105.2 萬 | 0.2% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 2,984 | $105.0 萬 | 0.2% | −10−0.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,472 | $104.5 萬 | 0.2% | −1,629−10.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 23,685 | $104.5 萬 | 0.2% | −50.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 13,587 | $103.3 萬 | 0.2% | +890+7.0% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,885 | $102.9 萬 | 0.2% | −100−3.4% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 3,977 | $96.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,542 | $94.5 萬 | 0.2% | +235+3.7% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 19,950 | $92.7 萬 | 0.2% | +1,693+9.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,285 | $91.6 萬 | 0.2% | −888−17.2% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,867 | $89.3 萬 | 0.2% | +2,681+37.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,761 | $88.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,516 | $86.6 萬 | 0.2% | 00.0% | 不變 | – |
| LULUlululemon athletica inc. | Stock | 5,560 | $85.1 萬 | 0.2% | +955+20.7% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,785 | $83.7 萬 | 0.2% | −15−0.3% | 減碼 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 19,632 | $82.4 萬 | 0.2% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 1,848 | $82.1 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,912 | $81.2 萬 | 0.2% | −1,979−20.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,349 | $81.2 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（5 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 1,248 | $25.1 萬 | <0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 46 | $24.6 萬 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 2,586 | $24.1 萬 | <0.1% | 歷史 |
| BACBank of America Corp | Stock | 3,861 | $21.2 萬 | <0.1% | 歷史 |
| PGRProgressive Corp | Stock | 893 | $20.3 萬 | <0.1% | 歷史 |