13F 机构持仓

Legacy Private Trust Co.

NEENAH WI · SEC CIK 0001352547

2026Q22026Q1 更早 9 个季度 🔒
$16.26亿2026Q1 申报市值
260持仓数
45.2%前十大占比 · 第一大 13.3%
14 / 13新建仓 / 清仓
申报市值走势$18.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.3%
VTI 9.6%
VEA 4.4%
SPTM 4.3%
AAPL 3.0%
NVDA 2.7%
VXF 2.1%
GOOGL 2.1%
SCHB 2.0%
AVGO 1.7%

2026Q1 买入最多 按季末市值估算

LLY 加仓+$325.60万
LQD 加仓+$228.84万
XLK 加仓+$193.83万
MUNI 加仓+$191.44万
CRM 加仓+$170.97万

2026Q1 卖出最多 按季末市值估算

AGG 减仓-$305.82万
VTI 减仓-$240.25万
IUSG 减仓-$226.46万
RSP 减仓-$194.20万
AMCOR PLC 清仓-$182.93万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— AMCOR PLC $00.00%0 -43,869-100.0% -$182.93万 清仓
SPIB SPDR SERIES TRUST $00.00%0 -19,968-100.0% -$67.51万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -13,724-100.0% -$50.78万 清仓
DFSU DIMENSIONAL ETF TRUST $00.00%0 -7,547-100.0% -$32.78万 清仓
MGEE MGE ENERGY INC $00.00%0 -3,792-100.0% -$29.74万 清仓
HPQ HP INC $00.00%0 -13,000-100.0% -$28.96万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1,097-100.0% -$28.22万 清仓
AGZ ISHARES TR $00.00%0 -2,450-100.0% -$27.01万 清仓
IBTG ISHARES TR $00.00%0 -9,758-100.0% -$22.32万 清仓
MGC VANGUARD WORLD FD $00.00%0 -835-100.0% -$20.97万 清仓
IBMO ISHARES TR $00.00%0 -7,870-100.0% -$20.18万 清仓
— CREATIVE MEDIA & CMNTY TR $00.00%0 -8,000-100.0% -$20.00万 清仓
— GRILLIT INC $00.00%0 -10,500,000-100.0% -$1.57万 清仓
— AKEBIA THREAPEUTICS INC $1.70万0.00%12,250 00.0% — 不变
NMRA NEUMORA THERAPEUTICS INC. $3.71万0.00%19,000 00.0% — 不变
— ISHARES TR $5.09万0.00%2,219 2,219— $5.09万 新建仓
LRCX LAM RESEARCH CORP $20.28万0.01%949 949— $20.28万 新建仓
AMAT APPLIED MATLS INC $20.54万0.01%601 -3,018-83.4% -$103.15万 减仓
GLD SPDR GOLD TR $21.13万0.01%491 491— $21.13万 新建仓
GILD GILEAD SCIENCES INC $21.60万0.01%1,550 1,550— $21.60万 新建仓
MU MICRON TECHNOLOGY INC $21.96万0.01%650 650— $21.96万 新建仓
PNC PNC FINL SVCS GROUP INC $22.37万0.01%1,075 -100-8.5% -$2.08万 减仓
PGX INVESCO EXCH TRADED FD TR II $22.52万0.01%20,700 00.0% — 不变
XLP SELECT SECTOR SPDR TR $23.00万0.01%2,806 -150-5.1% -$1.23万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $23.32万0.01%4,175 00.0% — 不变
IVW ISHARES TR $23.62万0.01%2,088 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $23.79万0.01%3,168 00.0% — 不变
IBMP ISHARES TR $23.90万0.01%9,395 00.0% — 不变
MGK VANGUARD WORLD FD $24.07万0.01%655 00.0% — 不变
CL COLGATE PALMOLIVE CO $24.51万0.02%2,876 -370-11.4% -$3.15万 减仓
VZ VERIZON COMMUNICATIONS INC $24.70万0.02%4,921 00.0% — 不变
UL UNILEVER PLC $24.92万0.02%4,374 00.0% — 不变
— CREATIVE MEDIA & CMNTY TR $25.00万0.02%10,000 00.0% — 不变
FAST FASTENAL CO $25.12万0.02%5,414 00.0% — 不变
TRV TRAVELERS COMPANIES INC $25.67万0.02%880 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $25.81万0.02%8,875 00.0% — 不变
MSFT MICROSOFT CORP 看跌期权 $25.91万0.02%700 700— $25.91万 新建仓
BX BLACKSTONE INC $26.21万0.02%2,279 -100-4.2% -$1.15万 减仓
DUK DUKE ENERGY CORP NEW $26.52万0.02%2,025 00.0% — 不变
CPRT COPART INC $26.58万0.02%8,007 -550-6.4% -$1.83万 减仓
COF CAPITAL ONE FINL CORP $26.78万0.02%1,468 -92-5.9% -$1.68万 减仓
SHEL SHELL PLC $27.56万0.02%2,963 00.0% — 不变
FAPR 1FIRST TR EXCHNG TRADED FD VI $28.49万0.02%6,345 -80-1.2% -$3,592 减仓
AMD ADVANCED MICRO DEVICES INC $29.46万0.02%1,448 -43-2.9% -$8,747 减仓
NKE NIKE INC $29.96万0.02%5,672 5,672— $29.96万 新建仓
SCHW SCHWAB CHARLES CORP $30.17万0.02%3,210 -15-0.5% -$1,410 减仓
CTA SIMPLIFY EXCHANGE TRADED FUN $30.22万0.02%10,000 10,000— $30.22万 新建仓
ORLY OREILLY AUTOMOTIVE INC $30.74万0.02%3,330 80031.6% $7.38万 加仓
— DIMENSIONAL ETF TRUST $32.91万0.02%8,469 00.0% — 不变
VPU VANGUARD WORLD FD $33.37万0.02%1,684 00.0% — 不变
T AT&T INC $33.56万0.02%11,576 11,576— $33.56万 新建仓
SBUX STARBUCKS CORP $33.77万0.02%3,769 3,769— $33.77万 新建仓
EG EVEREST GROUP LTD $34.32万0.02%1,050 00.0% — 不变
VMC VULCAN MATLS CO $34.34万0.02%1,261 -182-12.6% -$4.96万 减仓
ESGV VANGUARD WORLD FD $35.08万0.02%3,125 00.0% — 不变
ALL ALLSTATE CORP $35.91万0.02%1,732 -8-0.5% -$1,659 减仓
SYK STRYKER CORPORATION $36.34万0.02%1,106 -100-8.3% -$3.29万 减仓
DE DEERE & CO $36.78万0.02%653 -86-11.6% -$4.84万 减仓
VYM VANGUARD WHITEHALL FDS $37.42万0.02%2,527 00.0% — 不变
LNT ALLIANT ENERGY CORP $39.97万0.02%5,570 00.0% — 不变
STZ CONSTELLATION BRANDS INC $40.34万0.02%2,689 -1,005-27.2% -$15.07万 减仓
AXP AMERICAN EXPRESS CO $40.99万0.03%1,355 00.0% — 不变
DGRW WISDOMTREE TR $44.19万0.03%5,031 00.0% — 不变
BN BROOKFIELD CORP $44.68万0.03%11,040 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $45.04万0.03%3,436 00.0% — 不变
GWW WW GRAINGER INC $45.81万0.03%420 00.0% — 不变
SHW SHERWIN WILLIAMS CO $45.97万0.03%1,434 -69-4.6% -$2.21万 减仓
CMI CUMMINS INC $48.21万0.03%896 -2-0.2% -$1,076 减仓
IEF ISHARES TR $48.37万0.03%5,068 -2,975-37.0% -$28.39万 减仓
MCO MOODYS CORP $49.73万0.03%1,140 -5-0.4% -$2,181 减仓
BMY BRISTOL-MYERS SQUIBB CO $49.88万0.03%8,225 -310-3.6% -$1.88万 减仓
MOAT VANECK ETF TRUST $50.43万0.03%5,215 -470-8.3% -$4.54万 减仓
BFC BANK FIRST CORP $50.58万0.03%3,745 -475-11.3% -$6.42万 减仓
VUG VANGUARD INDEX FDS $50.89万0.03%1,165 00.0% — 不变
FMB FIRST TR EXCH TRADED FD III $50.90万0.03%10,048 00.0% — 不变
VBR VANGUARD INDEX FDS $51.42万0.03%2,367 160.7% $3,476 加仓
XLF SELECT SECTOR SPDR TR $52.45万0.03%10,623 -17,973-62.9% -$88.73万 减仓
BSCS INVESCO EXCH TRD SLF IDX FD $55.35万0.03%27,103 -10,385-27.7% -$21.21万 减仓
DTE DTE ENERGY CO $55.49万0.03%3,795 -1,155-23.3% -$16.89万 减仓
SXI STANDEX INTL CORP $56.32万0.03%2,210 00.0% — 不变
TMUS T-MOBILE US INC $56.48万0.03%2,689 -1,085-28.7% -$22.79万 减仓
IWF ISHARES TR $57.86万0.04%1,357 00.0% — 不变
PM PHILIP MORRIS INTL INC $59.03万0.04%3,570 -30-0.8% -$4,960 减仓
IEMG ISHARES INC $61.37万0.04%8,798 5026.1% $3.50万 加仓
PSX PHILLIPS 66 $62.03万0.04%3,405 00.0% — 不变
— HONEYWELL INTL INC $62.14万0.04%2,749 00.0% — 不变
IJK ISHARES TR $64.09万0.04%6,370 -4-0.1% -$402 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $64.24万0.04%13,248 -80-0.6% -$3,879 减仓
IEFA ISHARES TR $65.51万0.04%7,236 150.2% $1,358 加仓
GD GENERAL DYNAMICS CORP $67.44万0.04%1,965 -26-1.3% -$8,924 减仓
VYMI VANGUARD WHITEHALL FDS $69.08万0.04%7,330 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $69.85万0.04%2,067 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.04%1 00.0% — 不变
VCIT 1VANGUARD SCOTTSDALE FDS $71.85万0.04%8,683 00.0% — 不变
IUSG ISHARES TR $72.90万0.04%4,700 -14,600-75.6% -$226.46万 减仓
XLY SELECT SECTOR SPDR TR $73.42万0.05%6,737 74712.5% $8.14万 加仓
VIG VANGUARD SPECIALIZED FUNDS $74.99万0.05%3,487 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $75.85万0.05%10,370 00.0% — 不变
VTV VANGUARD INDEX FDS $77.46万0.05%3,948 39311.1% $7.71万 加仓
VO VANGUARD INDEX FDS $80.32万0.05%2,797 10.0% $287 加仓