Legacy Trust
- SEC CIK
- 0001772483
- 最新申報
- 2026/7/31
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/31 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 210
- 較 2026 年第 1 季 +7
- 總值
- $5.66 億
- 較 2026 年第 1 季 +$4,370 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 41,688 | $3,122 萬 | 5.5% | −1,342−3.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 95,877 | $2,774 萬 | 4.9% | −29,643−23.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 67,441 | $2,300 萬 | 4.1% | −861−1.3% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 17,263 | $1,956 萬 | 3.5% | −162−0.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 52,660 | $1,882 萬 | 3.3% | −1,741−3.2% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 38,747 | $1,850 萬 | 3.3% | −4,208−9.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 43,996 | $1,641 萬 | 2.9% | −1,427−3.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15,155 | $1,533 萬 | 2.7% | −261−1.7% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 9,381 | $1,276 萬 | 2.3% | −89−0.9% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 17,796 | $1,269 萬 | 2.2% | −193−1.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 35,430 | $1,216 萬 | 2.1% | −280−0.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 44,753 | $1,137 萬 | 2.0% | −295−0.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 75,604 | $1,121 萬 | 2.0% | −1,775−2.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,247 | $1,064 萬 | 1.9% | +255+1.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 31,345 | $1,060 萬 | 1.9% | −894−2.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 30,167 | $949.8 萬 | 1.7% | −285−0.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,019 | $906.1 萬 | 1.6% | −12,112−24.2% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 37,337 | $892.4 萬 | 1.6% | −65−0.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 46,824 | $888.4 萬 | 1.6% | −14,540−23.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 110,950 | $855.5 萬 | 1.5% | −4,380−3.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 14,927 | $840.8 萬 | 1.5% | +123+0.8% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 31,736 | $812.1 萬 | 1.4% | −135−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,671 | $811.1 萬 | 1.4% | +144+1.7% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 18,331 | $781.6 萬 | 1.4% | −517−2.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 23,810 | $779.4 萬 | 1.4% | −494−2.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 40,976 | $757.2 萬 | 1.3% | −468−1.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 37,353 | $747.4 萬 | 1.3% | −37,595−50.2% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 22,160 | $668.6 萬 | 1.2% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 25,368 | $634.1 萬 | 1.1% | +195+0.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 19,765 | $593.8 萬 | 1.0% | +730+3.8% | 加碼 | – |
| LENLennar Corp | CL A | 56,115 | $507.8 萬 | 0.9% | +500+0.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 44,570 | $491.7 萬 | 0.9% | +1,590+3.7% | 加碼 | – |
| ALLYAlly Financial Inc. | Stock | 106,778 | $490.6 萬 | 0.9% | +2,465+2.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,840 | $470.9 萬 | 0.8% | −321−2.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,755 | $450.7 萬 | 0.8% | −1,942−13.2% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 37,927 | $429.9 萬 | 0.8% | +725+1.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 41,202 | $428.0 萬 | 0.8% | +1,430+3.6% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 70,237 | $424.2 萬 | 0.8% | +592+0.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,321 | $364.0 萬 | 0.6% | −102−1.0% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 36,539 | $354.8 萬 | 0.6% | +668+1.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 49,018 | $353.7 萬 | 0.6% | +985+2.1% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 25,878 | $349.4 萬 | 0.6% | +202+0.8% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 50,128 | $342.9 萬 | 0.6% | +485+1.0% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 20,528 | $321.6 萬 | 0.6% | −2,127−9.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 32,016 | $308.2 萬 | 0.5% | +913+2.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,406 | $288.6 萬 | 0.5% | −104−4.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 20,462 | $285.7 萬 | 0.5% | −3,223−13.6% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 11,169 | $284.3 萬 | 0.5% | +11,169 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 21,501 | $267.0 萬 | 0.5% | −1,135−5.0% | 減碼依 4 比 1 拆股換算 | – |
| ILMNIllumina, Inc. | COM | 15,170 | $266.7 萬 | 0.5% | +425+2.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,794 | $260.8 萬 | 0.5% | −846−4.5% | 減碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 127,305 | $250.2 萬 | 0.4% | +9,835+8.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 15,658 | $237.2 萬 | 0.4% | −46−0.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 54,432 | $235.0 萬 | 0.4% | +1,608+3.0% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 28,828 | $227.6 萬 | 0.4% | +1,958+7.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 8,092 | $225.5 萬 | 0.4% | −5−0.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 17,105 | $221.9 萬 | 0.4% | +570+3.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,632 | $212.7 萬 | 0.4% | +287+5.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,501 | $211.9 萬 | 0.4% | +70.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,052 | $202.8 萬 | 0.4% | −589−12.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,208 | $201.4 萬 | 0.4% | +33+0.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,861 | $197.8 萬 | 0.3% | −316−3.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 48,046 | $197.2 萬 | 0.3% | +2,285+5.0% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 10,806 | $190.5 萬 | 0.3% | +59+0.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 17,777 | $181.7 萬 | 0.3% | −747−4.0% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,694 | $174.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 10,046 | $169.4 萬 | 0.3% | +797+8.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,324 | $166.7 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 61,808 | $156.2 萬 | 0.3% | −170−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,224 | $154.9 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| PEPPepsiCo Inc | Stock | 10,778 | $145.9 萬 | 0.3% | −77−0.7% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,299 | $145.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 16,142 | $141.7 萬 | 0.3% | −303−1.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,067 | $130.0 萬 | 0.2% | −2,405−17.9% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,477 | $129.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,040 | $128.5 萬 | 0.2% | −282−1.5% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 4,678 | $126.5 萬 | 0.2% | −306−6.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,453 | $123.5 萬 | 0.2% | −59−0.8% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 7,835 | $122.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,825 | $115.7 萬 | 0.2% | −60−2.1% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,992 | $113.6 萬 | 0.2% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,066 | $113.5 萬 | 0.2% | −425−28.5% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 20,046 | $113.0 萬 | 0.2% | +96+0.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,543 | $111.6 萬 | 0.2% | +10+0.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 13,329 | $108.3 萬 | 0.2% | −258−1.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,869 | $103.9 萬 | 0.2% | −115−3.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,761 | $102.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,690 | $101.6 萬 | 0.2% | −95−1.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,516 | $99.1 萬 | 0.2% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 3,572 | $97.2 萬 | 0.2% | −405−10.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 17,065 | $95.2 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,292 | $95.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,740 | $94.1 萬 | 0.2% | −127−1.3% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 12,857 | $92.4 萬 | 0.2% | −428−3.2% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,922 | $91.3 萬 | 0.2% | 00.0% | 不變 | – |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 19,632 | $90.6 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 6,167 | $90.4 萬 | 0.2% | −375−5.7% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,291 | $90.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,635 | $88.1 萬 | 0.2% | −650−15.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,253 | $86.1 萬 | 0.2% | −55−4.2% | 減碼 | – |
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DDDuPont de Nemours, Inc. | COM | 100,879 | $462.0 萬 | 0.9% | 歷史 |
| ACNAccenture plc | Stock | 3,438 | $68.2 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 2,319 | $52.4 萬 | 0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,655 | $39.6 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 2,106 | $25.5 萬 | <0.1% | 歷史 |
| TMToyota Motor Corp | ADS | 1,140 | $23.5 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,798 | $21.6 萬 | <0.1% | 歷史 |