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 |
|---|---|---|---|---|---|---|---|
| UFPIUfp Industries Inc | COM | 840 | $7.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM SHS | 16,584 | $10.1 萬 | <0.1% | −650−3.8% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 14,141 | $19.7 萬 | <0.1% | −230−1.6% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 2,595 | $20.3 萬 | <0.1% | −636−19.7% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,462 | $20.3 萬 | <0.1% | +2,462 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 933 | $20.4 萬 | <0.1% | +933 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 103 | $20.4 萬 | <0.1% | +103 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 1,832 | $20.5 萬 | <0.1% | +1,832 | 新進 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 11,576 | $20.5 萬 | <0.1% | −1,116−8.8% | 減碼 | 歷史 |
| SNDKSandisk Corp | COM | 91 | $20.7 萬 | <0.1% | +91 | 新進 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 252 | $20.9 萬 | <0.1% | +252 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1,175 | $20.9 萬 | <0.1% | +1,175 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 432 | $21.5 萬 | <0.1% | +432 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 2,561 | $22.3 萬 | <0.1% | +40+1.6% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 901 | $22.4 萬 | <0.1% | −10−1.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 7,775 | $22.6 萬 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 3,962 | $22.6 萬 | <0.1% | +3,962 | 新進 | 歷史 |
| WSOWatsco Inc | COM | 546 | $22.8 萬 | <0.1% | −5−0.9% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 439 | $23.0 萬 | <0.1% | +5+1.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 623 | $23.3 萬 | <0.1% | −405−39.4% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 4,622 | $23.3 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 5,637 | $23.9 萬 | <0.1% | −770−12.0% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 257 | $25.1 萬 | <0.1% | +10+4.0% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,141 | $25.2 萬 | <0.1% | +7+0.6% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 5,247 | $25.7 萬 | <0.1% | −989−15.9% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,465 | $26.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 2,085 | $26.5 萬 | <0.1% | +2,085 | 新進 | 歷史 |
| iShares Ibonds 2029 Term High Yield and Income ETF46436E379 | ETF | 11,339 | $26.5 萬 | <0.1% | 00.0% | 不變 | – |
| ROLRollins Inc | COM | 6,525 | $27.2 萬 | <0.1% | +25+0.4% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 932 | $27.3 萬 | <0.1% | −82−8.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 13,217 | $27.4 萬 | <0.1% | −5,636−29.9% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 1,926 | $27.6 萬 | <0.1% | −1,435−42.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,252 | $28.0 萬 | <0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| TSLATesla, Inc. | Stock | 682 | $28.7 萬 | 0.1% | +151+28.4% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 411 | $28.9 萬 | 0.1% | −15−3.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 5,570 | $29.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,414 | $29.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,304 | $29.6 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,880 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,076 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 1,000 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,500 | $33.1 萬 | 0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,851 | $33.3 萬 | 0.1% | −1,434−33.5% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,215 | $33.4 萬 | 0.1% | −90−2.7% | 減碼 | 歷史 |
| TTCToro Co | COM | 3,474 | $33.8 萬 | 0.1% | −125−3.5% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,697 | $34.1 萬 | 0.1% | −201−6.9% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,500 | $34.4 萬 | 0.1% | 00.0% | 不變 | – |
| JJacobs Solutions Inc. | COM | 2,740 | $34.5 萬 | 0.1% | −855−23.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,630 | $34.7 萬 | 0.1% | 00.0% | 不變 | – |
| JBHTHunt J B Transport Services Inc | COM | 1,225 | $35.5 萬 | 0.1% | +10+0.8% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 710 | $36.2 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,268 | $37.0 萬 | 0.1% | +198+6.4% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,165 | $39.0 萬 | 0.1% | −75−2.3% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 346 | $39.9 萬 | 0.1% | −1,323−79.3% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,000 | $40.3 萬 | 0.1% | 00.0% | 不變 | – |
| FASTFastenal Co | Stock | 8,507 | $40.9 萬 | 0.1% | +90+1.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,572 | $41.0 萬 | 0.1% | −49−3.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,450 | $41.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,265 | $41.1 萬 | 0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 5,746 | $41.3 萬 | 0.1% | −225−3.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,911 | $41.4 萬 | 0.1% | −266−12.2% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 2,468 | $41.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 2,006 | $41.9 萬 | 0.1% | +74+3.8% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 809 | $42.0 萬 | 0.1% | +10+1.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 5,741 | $42.1 萬 | 0.1% | +50+0.9% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,500 | $42.1 萬 | 0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 4,413 | $42.2 萬 | 0.1% | −278−5.9% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 445 | $42.9 萬 | 0.1% | +445 | 新進 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,671 | $43.5 萬 | 0.1% | −130−2.2% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 1,251 | $44.3 萬 | 0.1% | −50−3.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,928 | $44.6 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 2,568 | $46.6 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 9,775 | $47.1 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,942 | $47.6 萬 | 0.1% | −30−1.0% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 6,417 | $49.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,435 | $49.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,642 | $50.1 萬 | 0.1% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 2,812 | $50.9 萬 | 0.1% | +55+2.0% | 加碼 | 歷史 |
| NUENucor Corp | COM | 2,286 | $50.9 萬 | 0.1% | +85+3.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,391 | $51.2 萬 | 0.1% | −20−1.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,881 | $52.9 萬 | 0.1% | −1,468−43.8% | 減碼 | 歷史 |
| Pacer Trendpilot International ETF69374H683 | ETF | 14,550 | $53.4 萬 | 0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 1,245 | $53.9 萬 | 0.1% | +36+3.0% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,568 | $56.8 萬 | 0.1% | 00.0% | 不變 | – |
| Harris Oakmark ETF Trust41456U106 | OAKMARK U S LRG | 20,493 | $57.7 萬 | 0.1% | +20,493 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 610 | $58.7 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 6,683 | $59.2 萬 | 0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 3,641 | $59.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Harbor ETF Trust41151J406 | LONG TERM GROWER | 18,872 | $61.3 萬 | 0.1% | +18,872 | 新進 | – |
| PFEPfizer Inc | Stock | 25,896 | $62.4 萬 | 0.1% | −1,697−6.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 989 | $62.7 萬 | 0.1% | −47−4.5% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,204 | $63.4 萬 | 0.1% | +8+0.7% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 10,903 | $63.5 萬 | 0.1% | 00.0% | 不變 | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 15,285 | $63.9 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 2,057 | $64.7 萬 | 0.1% | −140−6.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,100 | $65.1 萬 | 0.1% | −5−0.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,530 | $65.2 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,305 | $66.1 萬 | 0.1% | +30+0.4% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,352 | $66.9 萬 | 0.1% | +33+0.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,398 | $67.1 萬 | 0.1% | −514−6.5% | 減碼 | 歷史 |
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 |