Legacy Private Trust Co.
NEENAH WI · SEC CIK 0001352547
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $80.64万 | 0.05% | 4,067 | -110 | -2.6% | -$2.18万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $82.56万 | 0.05% | 1,366 | -217 | -13.7% | -$13.12万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $88.43万 | 0.05% | 3,044 | -2 | -0.1% | -$581 | 减仓 |
| TGT | TARGET CORP | $88.74万 | 0.05% | 7,322 | -687 | -8.6% | -$8.33万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $89.95万 | 0.06% | 24,049 | -8,929 | -27.1% | -$33.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $91.48万 | 0.06% | 6,240 | 540 | 9.5% | $7.92万 | 加仓 |
| AFL | AFLAC INC | $95.33万 | 0.06% | 8,689 | -1,071 | -11.0% | -$11.75万 | 减仓 |
| SUB | ISHARES TR | $97.05万 | 0.06% | 9,113 | -200 | -2.1% | -$2.13万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $97.19万 | 0.06% | 58,131 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $97.55万 | 0.06% | 17,570 | 9,615 | 120.9% | $53.38万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $98.07万 | 0.06% | 11,584 | -456 | -3.8% | -$3.86万 | 减仓 |
| IBMQ | ISHARES TR | $100.90万 | 0.06% | 39,523 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.08万 | 0.06% | 4,170 | -100 | -2.3% | -$2.42万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $102.69万 | 0.06% | 1,665 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $103.59万 | 0.06% | 9,344 | 2,110 | 29.2% | $23.39万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $103.70万 | 0.06% | 4,364 | 165 | 3.9% | $3.92万 | 加仓 |
| ZROZ | PIMCO ETF TR | $109.32万 | 0.07% | 17,078 | -8,525 | -33.3% | -$54.57万 | 减仓 |
| IWB | ISHARES TR | $116.38万 | 0.07% | 3,264 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $118.04万 | 0.07% | 19,268 | 4,730 | 32.5% | $28.98万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $123.69万 | 0.08% | 10,684 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $124.30万 | 0.08% | 368 | -27 | -6.8% | -$9.12万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $124.63万 | 0.08% | 296 | -92 | -23.7% | -$38.73万 | 减仓 |
| ETN | EATON CORP PLC | $124.79万 | 0.08% | 3,489 | 3,489 | — | $124.79万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $126.25万 | 0.08% | 60,463 | 60,463 | — | $126.25万 | 新建仓 |
| MTD | 1METTLER TOLEDO INTERNATIONAL | $126.50万 | 0.08% | 1,003 | -279 | -21.8% | -$35.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $127.99万 | 0.08% | 1,968 | -1,088 | -35.6% | -$70.76万 | 减仓 |
| IEI | ISHARES TR | $129.87万 | 0.08% | 10,950 | -3,737 | -25.4% | -$44.32万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $133.63万 | 0.08% | 57,119 | 24,659 | 76.0% | $57.69万 | 加仓 |
| TLH | ISHARES TR | $135.63万 | 0.08% | 13,466 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $136.06万 | 0.08% | 57,520 | 24,512 | 74.3% | $57.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $140.45万 | 0.09% | 7,318 | -10,119 | -58.0% | -$194.20万 | 减仓 |
| PEP | PEPSICO INC | $141.10万 | 0.09% | 9,086 | -2 | -0.0% | -$311 | 减仓 |
| KO | COCA COLA CO | $143.70万 | 0.09% | 18,895 | 420 | 2.3% | $3.19万 | 加仓 |
| QCOM | QUALCOMM INC | $143.76万 | 0.09% | 11,163 | -70 | -0.6% | -$9,015 | 减仓 |
| RTX | RTX CORPORATION | $153.14万 | 0.09% | 7,939 | -100 | -1.2% | -$1.93万 | 减仓 |
| CB | CHUBB LTD SWITZ | $157.91万 | 0.10% | 4,845 | -884 | -15.4% | -$28.81万 | 减仓 |
| CAT | CATERPILLAR INC | $159.97万 | 0.10% | 2,258 | 27 | 1.2% | $1.91万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $160.81万 | 0.10% | 31,543 | -35,607 | -53.0% | -$181.52万 | 减仓 |
| AMGN | AMGEN INC | $161.71万 | 0.10% | 4,596 | -1,634 | -26.2% | -$57.49万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $162.29万 | 0.10% | 63,849 | 38,389 | 150.8% | $97.58万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $162.90万 | 0.10% | 38,601 | -1,935 | -4.8% | -$8.17万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $164.96万 | 0.10% | 6,500 | 6,500 | — | $164.96万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $167.34万 | 0.10% | 34,632 | 49 | 0.1% | $2,368 | 加仓 |
| AMCR | AMCOR PLC | $167.81万 | 0.10% | 42,216 | 42,216 | — | $167.81万 | 新建仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $168.64万 | 0.10% | 31,504 | -2,375 | -7.0% | -$12.71万 | 减仓 |
| PGR | PROGRESSIVE CORP | $170.33万 | 0.10% | 8,592 | 3,454 | 67.2% | $68.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $171.17万 | 0.11% | 18,429 | 815 | 4.6% | $7.57万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $173.40万 | 0.11% | 69,770 | 43,735 | 168.0% | $108.70万 | 加仓 |
| IYR | 1ISHARES TR | $177.36万 | 0.11% | 18,756 | -634 | -3.3% | -$6.00万 | 减仓 |
| GLW | CORNING INC | $183.33万 | 0.11% | 13,483 | 1,486 | 12.4% | $20.21万 | 加仓 |
| ECL | ECOLAB INC | $186.19万 | 0.11% | 6,999 | 239 | 3.5% | $6.36万 | 加仓 |
| ARKK | ARK ETF TR | $187.32万 | 0.12% | 27,714 | -13 | -0.0% | -$879 | 减仓 |
| VV | VANGUARD INDEX FDS | $187.50万 | 0.12% | 6,274 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $189.03万 | 0.12% | 13,016 | -2,507 | -16.2% | -$36.41万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $190.09万 | 0.12% | 41,181 | -115 | -0.3% | -$5,308 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $193.28万 | 0.12% | 42,339 | -2,129 | -4.8% | -$9.72万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $194.44万 | 0.12% | 24,020 | -3,230 | -11.9% | -$26.15万 | 减仓 |
| DVY | ISHARES TR | $199.24万 | 0.12% | 13,159 | -2,246 | -14.6% | -$34.01万 | 减仓 |
| ORCL | ORACLE CORP | $199.95万 | 0.12% | 13,592 | 8,296 | 156.6% | $122.04万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $201.29万 | 0.12% | 87,429 | 29,028 | 49.7% | $66.83万 | 加仓 |
| IYW | ISHARES TR | $202.43万 | 0.12% | 11,158 | -204 | -1.8% | -$3.70万 | 减仓 |
| MTUM | ISHARES TR | $204.93万 | 0.13% | 8,539 | -1,502 | -15.0% | -$36.05万 | 减仓 |
| MRK | MERCK & CO INC | $205.88万 | 0.13% | 17,115 | -1,058 | -5.8% | -$12.73万 | 减仓 |
| MO | ALTRIA GROUP INC | $205.95万 | 0.13% | 31,209 | -307 | -1.0% | -$2.03万 | 减仓 |
| EDV | VANGUARD WORLD FD | $211.04万 | 0.13% | 32,493 | -23,810 | -42.3% | -$154.65万 | 减仓 |
| DIS | DISNEY WALT CO | $217.68万 | 0.13% | 22,586 | -1,985 | -8.1% | -$19.13万 | 减仓 |
| GVI | ISHARES TR | $222.03万 | 0.14% | 20,813 | -5,400 | -20.6% | -$57.61万 | 减仓 |
| FISV | FISERV INC | $226.36万 | 0.14% | 40,567 | -29,299 | -41.9% | -$163.49万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $237.24万 | 0.15% | 23,107 | 2,136 | 10.2% | $21.93万 | 加仓 |
| BLK | BLACKROCK INC | $242.74万 | 0.15% | 2,524 | 292 | 13.1% | $28.08万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $246.30万 | 0.15% | 53,696 | -22,466 | -29.5% | -$103.05万 | 减仓 |
| EMR | EMERSON ELEC CO | $253.46万 | 0.16% | 19,345 | -1,366 | -6.6% | -$17.90万 | 减仓 |
| USB | US BANCORP | $255.95万 | 0.16% | 49,212 | -2 | -0.0% | -$104 | 减仓 |
| PG | PROCTER & GAMBLE CO | $256.41万 | 0.16% | 17,752 | -450 | -2.5% | -$6.50万 | 减仓 |
| USMV | ISHARES TR | $273.38万 | 0.17% | 29,478 | -13,245 | -31.0% | -$122.83万 | 减仓 |
| CSCO | CISCO SYS INC | $276.93万 | 0.17% | 35,692 | -4,585 | -11.4% | -$35.57万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $277.90万 | 0.17% | 117,630 | 20,465 | 21.1% | $48.35万 | 加仓 |
| CRM | SALESFORCE INC | $280.42万 | 0.17% | 15,022 | 9,159 | 156.2% | $170.97万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $282.11万 | 0.17% | 18,982 | -1,441 | -7.1% | -$21.42万 | 减仓 |
| TXN | TEXAS INSTRS INC | $282.32万 | 0.17% | 14,542 | -2,692 | -15.6% | -$52.26万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $288.46万 | 0.18% | 50,892 | -4,040 | -7.4% | -$22.90万 | 减仓 |
| DHR | DANAHER CORP DEL | $291.04万 | 0.18% | 15,350 | -2,167 | -12.4% | -$41.09万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $299.54万 | 0.18% | 59,943 | -7,722 | -11.4% | -$38.59万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $300.87万 | 0.19% | 31,188 | -859 | -2.7% | -$8.29万 | 减仓 |
| HD | HOME DEPOT INC | $309.78万 | 0.19% | 9,419 | -59 | -0.6% | -$1.94万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $320.47万 | 0.20% | 146,913 | 22,188 | 17.8% | $48.40万 | 加仓 |
| BA | BOEING CO | $336.40万 | 0.21% | 16,902 | -752 | -4.3% | -$14.97万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $338.81万 | 0.21% | 12,521 | -1,134 | -8.3% | -$30.68万 | 减仓 |
| MCD | MCDONALDS CORP | $352.50万 | 0.22% | 11,342 | -295 | -2.5% | -$9.17万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $372.24万 | 0.23% | 51,751 | -6,834 | -11.7% | -$49.16万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $374.87万 | 0.23% | 78,870 | -8,671 | -9.9% | -$41.21万 | 减仓 |
| GOOG | ALPHABET INC | $393.54万 | 0.24% | 13,719 | 551 | 4.2% | $15.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $403.01万 | 0.25% | 8,410 | -4 | -0.0% | -$1,917 | 减仓 |
| CSM | PROSHARES TR | $403.06万 | 0.25% | 53,870 | -1,880 | -3.4% | -$14.07万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $405.11万 | 0.25% | 149,213 | 58,473 | 64.4% | $158.75万 | 加仓 |
| IJH | ISHARES TR | $412.10万 | 0.25% | 61,024 | -10,888 | -15.1% | -$73.53万 | 减仓 |
| NFLX | NETFLIX INC. | $420.88万 | 0.26% | 43,773 | 8,435 | 23.9% | $81.10万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $422.40万 | 0.26% | 9,505 | -1,526 | -13.8% | -$67.82万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $426.27万 | 0.26% | 26,589 | 2,439 | 10.1% | $39.10万 | 加仓 |
| OVL | LISTED FDS TR | $433.55万 | 0.27% | 86,193 | 1,056 | 1.2% | $5.31万 | 加仓 |