Legacy Private Trust Co.
NEENAH WI · SEC CIK 0001352547
$18.06亿2026Q2 申报市值
266持仓数
46.1%前十大占比 · 第一大 13.5%
10 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BND 加仓+$3,094.64万
LLY 加仓+$446.31万
BOND 加仓+$336.85万
MUNI 加仓+$276.73万
CGMU 加仓+$233.16万
2026Q2 卖出最多 按季末市值估算
SPTM 减仓-$2,354.14万
VXUS 减仓-$641.66万
VTI 减仓-$602.13万
IVV 减仓-$315.43万
ASB 减仓-$261.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -17,078 | -100.0% | -$109.32万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,672 | -100.0% | -$29.96万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -601 | -100.0% | -$20.54万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -2,219 | -100.0% | -$5.09万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $1.40万 | 0.00% | 12,250 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $4.25万 | 0.00% | 25,000 | 6,000 | 31.6% | $1.02万 | 加仓 |
| C | CITIGROUP INC | $20.25万 | 0.01% | 1,447 | 1,447 | — | $20.25万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $20.30万 | 0.01% | 1,096 | 1,096 | — | $20.30万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $21.12万 | 0.01% | 2,190 | 2,190 | — | $21.12万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.32万 | 0.01% | 5,271 | 350 | 7.1% | $1.48万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $22.44万 | 0.01% | 20,700 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $22.57万 | 0.01% | 8,007 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $22.84万 | 0.01% | 2,480 | -850 | -25.5% | -$7.83万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $22.94万 | 0.01% | 2,761 | -45 | -1.6% | -$3,738 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $23.29万 | 0.01% | 3,820 | -355 | -8.5% | -$2.16万 | 减仓 |
| ASML | ASML HLDG NV | $23.48万 | 0.01% | 118 | 118 | — | $23.48万 | 新建仓 |
| SHEL | SHELL PLC | $23.84万 | 0.01% | 3,075 | 112 | 3.8% | $8,684 | 加仓 |
| IBMP | ISHARES TR | $23.88万 | 0.01% | 9,395 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $23.94万 | 0.01% | 650 | 159 | 32.4% | $5.86万 | 加仓 |
| T | AT&T INC | $24.43万 | 0.01% | 11,800 | 224 | 1.9% | $4,637 | 加仓 |
| — | CREATIVE MEDIA & CMNTY TR | $25.00万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $25.47万 | 0.01% | 2,047 | -2,020 | -49.7% | -$25.14万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.63万 | 0.01% | 2,025 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.88万 | 0.01% | 2,823 | -53 | -1.8% | -$4,859 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $25.94万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $26.00万 | 0.01% | 5,414 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP 看跌期权 | $26.11万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $26.30万 | 0.01% | 4,374 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $26.47万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.53万 | 0.01% | 3,168 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $26.59万 | 0.01% | 2,260 | -19 | -0.8% | -$2,236 | 减仓 |
| ROST | ROSS STORES INC | $26.76万 | 0.01% | 1,257 | 1,257 | — | $26.76万 | 新建仓 |
| INTC | INTEL CORP | $27.21万 | 0.02% | 1,949 | 1,949 | — | $27.21万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $27.38万 | 0.02% | 2,167 | 617 | 39.8% | $7.80万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $28.05万 | 0.02% | 1,398 | -70 | -4.8% | -$1.40万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $28.30万 | 0.02% | 950 | 950 | — | $28.30万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $28.32万 | 0.02% | 2,036 | -653 | -24.3% | -$9.08万 | 减仓 |
| IVW | ISHARES TR | $28.72万 | 0.02% | 2,088 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $28.77万 | 0.02% | 6,155 | -190 | -3.0% | -$8,881 | 减仓 |
| MGK | VANGUARD WORLD FD | $28.79万 | 0.02% | 3,275 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $29.05万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $29.50万 | 0.02% | 937 | -169 | -15.3% | -$5.32万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $29.62万 | 0.02% | 3,210 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $30.27万 | 0.02% | 1,026 | -235 | -18.6% | -$6.93万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $30.39万 | 0.02% | 1,374 | 1,374 | — | $30.39万 | 新建仓 |
| HON | HONEYWELL INTL INC | $30.77万 | 0.02% | 1,374 | -1,375 | -50.0% | -$30.80万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $31.79万 | 0.02% | 8,798 | -77 | -0.9% | -$2,782 | 减仓 |
| VPU | VANGUARD WORLD FD | $32.96万 | 0.02% | 1,684 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $35.86万 | 0.02% | 1,507 | -225 | -13.0% | -$5.35万 | 减仓 |
| EG | EVEREST GROUP LTD | $37.51万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $37.57万 | 0.02% | 8,469 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $38.59万 | 0.02% | 2,442 | -85 | -3.4% | -$1.34万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $40.00万 | 0.02% | 3,025 | -100 | -3.2% | -$1.32万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $40.25万 | 0.02% | 19,765 | -7,338 | -27.1% | -$14.94万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $41.65万 | 0.02% | 5,460 | -110 | -2.0% | -$8,392 | 减仓 |
| TMUS | T-MOBILE US INC | $44.03万 | 0.02% | 2,625 | -64 | -2.4% | -$1.07万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.11万 | 0.02% | 7,655 | -570 | -6.9% | -$3.28万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $45.83万 | 0.03% | 1,355 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $46.40万 | 0.03% | 2,603 | -4,797 | -64.8% | -$85.50万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $47.01万 | 0.03% | 3,436 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $47.02万 | 0.03% | 11,040 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $47.56万 | 0.03% | 1,050 | -90 | -7.9% | -$4.08万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $48.03万 | 0.03% | 1,395 | -39 | -2.7% | -$1.34万 | 减仓 |
| DGRW | WISDOMTREE TR | $48.11万 | 0.03% | 5,031 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $48.51万 | 0.03% | 9,049 | -1,574 | -14.8% | -$8.44万 | 减仓 |
| FMB | 1FIRST TR EXCH TRADED FD III | $51.87万 | 0.03% | 10,098 | 50 | 0.5% | $2,568 | 加仓 |
| BFC | BANK FIRST CORP | $52.22万 | 0.03% | 3,520 | -225 | -6.0% | -$3.34万 | 减仓 |
| MOAT | VANECK ETF TRUST | $54.22万 | 0.03% | 5,215 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $54.83万 | 0.03% | 475 | -175 | -26.9% | -$20.20万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $57.13万 | 0.03% | 2,351 | -16 | -0.7% | -$3,888 | 减仓 |
| GWW | WW GRAINGER INC | $57.14万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $57.56万 | 0.03% | 3,405 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $57.82万 | 0.03% | 3,795 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $59.35万 | 0.03% | 6,890 | -100 | -1.4% | -$8,614 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $62.66万 | 0.03% | 1,230 | -136 | -10.0% | -$6.93万 | 减仓 |
| CMI | CUMMINS INC | $63.90万 | 0.04% | 896 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $63.93万 | 0.04% | 3,534 | -36 | -1.0% | -$6,513 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $66.24万 | 0.04% | 12,675 | -573 | -4.3% | -$2.99万 | 减仓 |
| IWF | ISHARES TR | $67.03万 | 0.04% | 5,398 | -30 | -0.6% | -$3,725 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $69.61万 | 0.04% | 1,965 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $70.37万 | 0.04% | 7,286 | 50 | 0.7% | $4,829 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $71.98万 | 0.04% | 7,330 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $72.50万 | 0.04% | 1,248 | -200 | -13.8% | -$11.62万 | 减仓 |
| EDV | VANGUARD WORLD FD | $72.54万 | 0.04% | 11,147 | -21,346 | -65.7% | -$138.92万 | 减仓 |
| IEMG | ISHARES INC | $73.88万 | 0.04% | 8,918 | 120 | 1.4% | $9,941 | 加仓 |
| IJK | ISHARES TR | $74.85万 | 0.04% | 6,370 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $75.36万 | 0.04% | 7,078 | -2,035 | -22.3% | -$21.67万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $76.70万 | 0.04% | 10,240 | -130 | -1.3% | -$9,737 | 减仓 |
| SBUX | STARBUCKS CORP | $76.96万 | 0.04% | 7,531 | 3,762 | 99.8% | $38.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $79.01万 | 0.04% | 6,737 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $79.05万 | 0.04% | 2,210 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $82.51万 | 0.05% | 3,487 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $83.42万 | 0.05% | 23,631 | -418 | -1.7% | -$1.48万 | 减仓 |
| DE | DEERE & CO | $83.79万 | 0.05% | 1,321 | 668 | 102.3% | $42.37万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $84.99万 | 0.05% | 10,283 | 1,600 | 18.4% | $13.22万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $85.17万 | 0.05% | 3,908 | -40 | -1.0% | -$8,717 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $85.37万 | 0.05% | 7,969 | -1,375 | -14.7% | -$14.73万 | 减仓 |
| VO | VANGUARD INDEX FDS | $85.44万 | 0.05% | 10,604 | -584 | -5.2% | -$4.71万 | 减仓 |
| MMM | 3M CO | $86.59万 | 0.05% | 5,348 | -7,668 | -58.9% | -$124.15万 | 减仓 |