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 |
|---|---|---|---|---|---|---|---|
| UFPIUfp Industries Inc | COM | 840 | $7.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM SHS | 17,234 | $9.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 14,371 | $16.6 萬 | <0.1% | −200−1.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 531 | $19.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 12,692 | $19.9 萬 | <0.1% | +989+8.5% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 551 | $20.0 萬 | <0.1% | +551 | 新進 | 歷史 |
| HUBBHubbell Inc | COM | 434 | $21.3 萬 | <0.1% | +434 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,798 | $21.6 萬 | <0.1% | +83+3.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 247 | $22.1 萬 | <0.1% | +247 | 新進 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 7,775 | $22.7 萬 | <0.1% | +7,775 | 新進 | – |
| OKEONEOK Inc | COM | 2,521 | $22.8 萬 | <0.1% | +2,521 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 4,622 | $23.3 萬 | <0.1% | +4,622 | 新進 | – |
| TMToyota Motor Corp | ADS | 1,140 | $23.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 542 | $23.7 萬 | <0.1% | +115+26.9% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 911 | $25.4 萬 | <0.1% | −10−1.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,106 | $25.5 萬 | <0.1% | −49−2.3% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,215 | $25.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 1,209 | $25.8 萬 | <0.1% | +1,209 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 426 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 5,570 | $26.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Ibonds 2029 Term High Yield and Income ETF46436E379 | ETF | 11,339 | $26.4 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,880 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,304 | $27.5 萬 | 0.1% | −20−1.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,414 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 3,231 | $28.0 萬 | 0.1% | −10−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,076 | $28.2 萬 | 0.1% | +75+7.5% | 加碼 | – |
| TRVTravelers Companies, Inc. | Stock | 1,000 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 1,028 | $29.2 萬 | 0.1% | −136−11.7% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 2,468 | $29.2 萬 | 0.1% | +2,468 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,014 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,465 | $30.5 萬 | 0.1% | +3,465 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,630 | $31.3 萬 | 0.1% | +1,630 | 新進 | – |
| MSMorgan Stanley | Stock | 1,932 | $31.8 萬 | 0.1% | +1,932 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 5,691 | $32.0 萬 | 0.1% | +218+4.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,407 | $32.2 萬 | 0.1% | −1,375−17.7% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,500 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,450 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,500 | $33.4 萬 | 0.1% | +3,500 | 新進 | – |
| CMECME Group Inc. | COM | 1,134 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTCToro Co | COM | 3,599 | $33.6 萬 | 0.1% | −10−0.3% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 6,500 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 6,236 | $34.8 萬 | 0.1% | −31−0.5% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,319 | $35.3 萬 | 0.1% | +1,750+68.1% | 加碼 | 歷史 |
| NUENucor Corp | COM | 2,201 | $37.2 萬 | 0.1% | −110−4.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,898 | $37.9 萬 | 0.1% | −30−1.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,070 | $38.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 8,417 | $39.1 萬 | 0.1% | −140−1.6% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,500 | $39.3 萬 | 0.1% | +8,500 | 新進 | – |
| MOAltria Group, Inc. | Stock | 5,971 | $39.4 萬 | 0.1% | −325−5.2% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,265 | $39.6 萬 | 0.1% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 799 | $39.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,655 | $39.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,000 | $40.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,642 | $41.2 萬 | 0.1% | −40−1.1% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,928 | $42.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,435 | $42.9 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,972 | $43.2 萬 | 0.1% | −100−3.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,177 | $43.3 萬 | 0.1% | −35−1.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,305 | $43.6 萬 | 0.1% | −149−4.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,361 | $44.0 萬 | 0.1% | −20−0.6% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,301 | $44.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,801 | $44.8 萬 | 0.1% | −460−7.3% | 減碼 | – |
| SOSouthern Co | Stock | 4,691 | $45.3 萬 | 0.1% | −150−3.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,757 | $45.6 萬 | 0.1% | +190+7.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,568 | $45.7 萬 | 0.1% | 00.0% | 不變 | – |
| JJacobs Solutions Inc. | COM | 3,595 | $45.8 萬 | 0.1% | −20−0.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 9,775 | $46.0 萬 | 0.1% | 00.0% | 不變 | – |
| ADMArcher-Daniels-Midland Co | Stock | 6,417 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,325 | $47.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Pacer Trendpilot International ETF69374H683 | ETF | 14,550 | $47.3 萬 | 0.1% | +1,750+13.7% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 709 | $48.4 萬 | 0.1% | +709 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,568 | $48.7 萬 | 0.1% | 00.0% | 不變 | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 6,683 | $48.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,060 | $49.4 萬 | 0.1% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,240 | $51.0 萬 | 0.1% | −25−0.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,533 | $52.4 萬 | 0.1% | +1,533 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 2,319 | $52.4 萬 | 0.1% | −10−0.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 3,329 | $52.9 萬 | 0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 1,522 | $54.4 萬 | 0.1% | +1,522 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 18,853 | $54.7 萬 | 0.1% | −560−2.9% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 15,285 | $55.9 萬 | 0.1% | +1,625+11.9% | 加碼 | – |
| MAMastercard Inc | Stock | 1,120 | $56.0 萬 | 0.1% | −5−0.4% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,669 | $56.4 萬 | 0.1% | −128−7.1% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 10,903 | $57.2 萬 | 0.1% | 00.0% | 不變 | – |
| EWEdwards Lifesciences Corp | Stock | 7,275 | $58.3 萬 | 0.1% | −7,449−50.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,036 | $58.4 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 611 | $58.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,105 | $60.6 萬 | 0.1% | +41+0.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,411 | $60.7 萬 | 0.1% | −50−3.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,285 | $62.7 萬 | 0.1% | +10+0.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,641 | $62.8 萬 | 0.1% | −15−0.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,197 | $63.1 萬 | 0.1% | −20−0.9% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,196 | $67.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 3,438 | $68.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,621 | $70.1 萬 | 0.1% | −317−16.4% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,922 | $70.2 萬 | 0.1% | +4,290+92.6% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,291 | $71.9 萬 | 0.1% | 00.0% | 不變 | – |
| MPCMarathon Petroleum Corp | Stock | 3,001 | $73.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,292 | $74.6 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 6,303 | $75.8 萬 | 0.1% | +167+2.7% | 加碼 | 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 |