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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $88.40万 | 0.05% | 4,700 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $88.91万 | 0.05% | 53,414 | -4,717 | -8.1% | -$7.85万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $89.24万 | 0.05% | 3,044 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $90.36万 | 0.05% | 5,695 | -545 | -8.7% | -$8.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $93.94万 | 0.05% | 1,967 | -100 | -4.8% | -$4.78万 | 减仓 |
| TGT | TARGET CORP | $99.92万 | 0.06% | 7,650 | 328 | 4.5% | $4.28万 | 加仓 |
| IBMQ | ISHARES TR | $101.10万 | 0.06% | 39,523 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $101.88万 | 0.06% | 8,689 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $103.55万 | 0.06% | 324 | -44 | -12.0% | -$14.06万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $104.61万 | 0.06% | 11,079 | -505 | -4.4% | -$4.77万 | 减仓 |
| ORCL | ORACLE CORP | $108.99万 | 0.06% | 7,437 | -6,155 | -45.3% | -$90.20万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $110.07万 | 0.06% | 17,910 | 340 | 1.9% | $2.09万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $116.56万 | 0.06% | 4,145 | -25 | -0.6% | -$7,030 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $117.11万 | 0.06% | 1,665 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $121.87万 | 0.07% | 954 | -49 | -4.9% | -$6.26万 | 减仓 |
| PEP | PEPSICO INC | $123.23万 | 0.07% | 9,101 | 15 | 0.2% | $2,031 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $123.32万 | 0.07% | 23,220 | 3,952 | 20.5% | $20.99万 | 加仓 |
| CRM | SALESFORCE INC | $124.54万 | 0.07% | 7,950 | -7,072 | -47.1% | -$110.79万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $124.76万 | 0.07% | 10,684 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $133.66万 | 0.07% | 3,264 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $136.83万 | 0.08% | 11,650 | 700 | 6.4% | $8.22万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $140.00万 | 0.08% | 4,621 | 257 | 5.9% | $7.79万 | 加仓 |
| IEF | ISHARES TR | $140.80万 | 0.08% | 14,888 | 9,820 | 193.8% | $92.87万 | 加仓 |
| FISV | FISERV INC | $141.24万 | 0.08% | 28,795 | -11,772 | -29.0% | -$57.74万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $146.44万 | 0.08% | 1,961 | -7 | -0.4% | -$5,227 | 减仓 |
| GVI | ISHARES TR | $147.20万 | 0.08% | 13,874 | -6,939 | -33.3% | -$73.62万 | 减仓 |
| RTX | RTX CORPORATION | $148.92万 | 0.08% | 7,849 | -90 | -1.1% | -$1.71万 | 减仓 |
| GEV | GE VERNOVA INC | $150.38万 | 0.08% | 1,280 | 1,280 | — | $150.38万 | 新建仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $150.56万 | 0.08% | 26,883 | -4,621 | -14.7% | -$25.88万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $150.85万 | 0.08% | 7,090 | -228 | -3.1% | -$4.85万 | 减仓 |
| AMGN | AMGEN INC | $154.15万 | 0.09% | 4,257 | -339 | -7.4% | -$12.28万 | 减仓 |
| CB | CHUBB LIMITED | $158.61万 | 0.09% | 4,655 | -190 | -3.9% | -$6.47万 | 减仓 |
| TLH | ISHARES TR | $165.89万 | 0.09% | 16,531 | 3,065 | 22.8% | $30.76万 | 加仓 |
| KO | COCA COLA CO | $166.94万 | 0.09% | 20,542 | 1,647 | 8.7% | $13.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $167.72万 | 0.09% | 19,109 | 680 | 3.7% | $5.97万 | 加仓 |
| AMCR | AMCOR PLC | $176.70万 | 0.10% | 40,761 | -1,455 | -3.4% | -$6.31万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $177.68万 | 0.10% | 21,892 | -2,128 | -8.9% | -$17.27万 | 减仓 |
| IYR | ISHARES TR | $181.46万 | 0.10% | 17,747 | -1,009 | -5.4% | -$10.32万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $184.59万 | 0.10% | 32,008 | -2,624 | -7.6% | -$15.13万 | 减仓 |
| AAPL | 1APPLE INC 看跌期权 | $188.08万 | 0.10% | 6,500 | 0 | 0.0% | — | 不变 |
| BKAG | BNY MELLON ETF TRUST | $188.84万 | 0.10% | 45,016 | 6,415 | 16.6% | $26.91万 | 加仓 |
| ECL | ECOLAB INC | $195.00万 | 0.11% | 6,999 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $204.50万 | 0.11% | 13,084 | -75 | -0.6% | -$1.17万 | 减仓 |
| QCOM | QUALCOMM INC | $206.28万 | 0.11% | 11,163 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $206.32万 | 0.11% | 28,675 | -2,534 | -8.1% | -$18.23万 | 减仓 |
| ARKK | ARK ETF TR | $210.20万 | 0.12% | 26,009 | -1,705 | -6.2% | -$13.78万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $212.22万 | 0.12% | 42,115 | -224 | -0.5% | -$1.13万 | 减仓 |
| DIS | DISNEY WALT CO | $214.13万 | 0.12% | 22,247 | -339 | -1.5% | -$3.26万 | 减仓 |
| MRK | MERCK & CO INC | $214.71万 | 0.12% | 16,709 | -406 | -2.4% | -$5.22万 | 减仓 |
| VV | VANGUARD INDEX FDS | $215.77万 | 0.12% | 6,274 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $218.60万 | 0.12% | 5,130 | 1,641 | 47.0% | $69.93万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $220.63万 | 0.12% | 94,127 | 37,008 | 64.8% | $86.75万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $230.07万 | 0.13% | 25,355 | 2,248 | 9.7% | $20.40万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $231.63万 | 0.13% | 98,376 | -19,254 | -16.4% | -$45.33万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $235.89万 | 0.13% | 99,784 | 42,264 | 73.5% | $99.91万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $238.00万 | 0.13% | 51,796 | 10,615 | 25.8% | $48.78万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $242.53万 | 0.13% | 5,597 | 4,648 | 489.8% | $201.41万 | 加仓 |
| PGR | PROGRESSIVE CORP | $244.42万 | 0.14% | 11,189 | 2,597 | 30.2% | $56.73万 | 加仓 |
| EMR | EMERSON ELEC CO | $252.36万 | 0.14% | 17,629 | -1,716 | -8.9% | -$24.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $254.32万 | 0.14% | 17,343 | -409 | -2.3% | -$6.00万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $255.26万 | 0.14% | 121,639 | 61,176 | 101.2% | $128.38万 | 加仓 |
| BLK | BLACKROCK INC | $257.41万 | 0.14% | 2,677 | 153 | 6.1% | $14.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $262.68万 | 0.15% | 46,509 | -4,383 | -8.6% | -$24.76万 | 减仓 |
| IYW | ISHARES TR | $274.80万 | 0.15% | 10,895 | -263 | -2.4% | -$6.63万 | 减仓 |
| DHR | DANAHER CORP DEL | $280.79万 | 0.16% | 14,741 | -609 | -4.0% | -$11.60万 | 减仓 |
| MTUM | ISHARES TR | $283.14万 | 0.16% | 8,259 | -280 | -3.3% | -$9.60万 | 减仓 |
| MCD | MCDONALDS CORP | $288.80万 | 0.16% | 10,684 | -658 | -5.8% | -$17.79万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $290.14万 | 0.16% | 112,436 | 48,587 | 76.1% | $125.38万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $290.76万 | 0.16% | 115,658 | 45,888 | 65.8% | $115.36万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $292.13万 | 0.16% | 52,381 | -1,315 | -2.4% | -$7.33万 | 减仓 |
| USMV | ISHARES TR | $296.87万 | 0.16% | 30,776 | 1,298 | 4.4% | $12.52万 | 加仓 |
| USB | US BANCORP | $296.92万 | 0.16% | 49,159 | -53 | -0.1% | -$3,201 | 减仓 |
| CAT | CATERPILLAR INC | $298.17万 | 0.17% | 2,800 | 542 | 24.0% | $57.72万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $302.12万 | 0.17% | 59,438 | -505 | -0.8% | -$2.57万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $305.33万 | 0.17% | 132,580 | 45,151 | 51.6% | $103.98万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $311.88万 | 0.17% | 18,857 | -125 | -0.7% | -$2.07万 | 减仓 |
| NFLX | NETFLIX INC. | $323.71万 | 0.18% | 45,337 | 1,564 | 3.6% | $11.17万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $338.22万 | 0.19% | 30,812 | -376 | -1.2% | -$4.13万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $354.19万 | 0.20% | 69,450 | 37,907 | 120.2% | $193.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $356.33万 | 0.20% | 49,380 | -2,371 | -4.6% | -$17.11万 | 减仓 |
| OVL | LISTED FDS TR | $360.29万 | 0.20% | 63,645 | -22,548 | -26.2% | -$127.64万 | 减仓 |
| BA | BOEING CO | $368.11万 | 0.20% | 17,005 | 103 | 0.6% | $2.23万 | 加仓 |
| IBTH | ISHARES TR | $382.37万 | 0.21% | 170,928 | -28,587 | -14.3% | -$63.95万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $397.65万 | 0.22% | 8,668 | -837 | -8.8% | -$38.40万 | 减仓 |
| HD | HOME DEPOT INC | $398.32万 | 0.22% | 11,294 | 1,875 | 19.9% | $66.13万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $399.32万 | 0.22% | 182,183 | 35,270 | 24.0% | $77.31万 | 加仓 |
| CSCO | CISCO SYS INC | $405.54万 | 0.22% | 34,526 | -1,166 | -3.3% | -$13.70万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $406.76万 | 0.23% | 80,436 | -9,207 | -10.3% | -$46.56万 | 减仓 |
| GLW | CORNING INC | $406.77万 | 0.23% | 15,925 | 2,442 | 18.1% | $62.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $416.27万 | 0.23% | 8,319 | -91 | -1.1% | -$4.55万 | 减仓 |
| TXN | TEXAS INSTRS INC | $421.89万 | 0.23% | 14,154 | -388 | -2.7% | -$11.57万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $424.25万 | 0.23% | 78,521 | -349 | -0.4% | -$1.89万 | 减仓 |
| CSM | PROSHARES TR | $439.08万 | 0.24% | 51,526 | -2,344 | -4.4% | -$19.97万 | 减仓 |
| — | EXXON MOBIL CORP | $443.18万 | 0.25% | 32,415 | -223 | -0.7% | -$3.05万 | 减仓 |
| COP | CONOCOPHILLIPS | $449.32万 | 0.25% | 43,220 | -1,161 | -2.6% | -$12.07万 | 减仓 |
| IJH | ISHARES TR | $453.90万 | 0.25% | 58,864 | -2,160 | -3.5% | -$16.66万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $468.38万 | 0.26% | 106,377 | -1,864 | -1.7% | -$8.21万 | 减仓 |
| TJX | TJX COS INC NEW | $475.74万 | 0.26% | 31,402 | -1,096 | -3.4% | -$16.60万 | 减仓 |
| GOOG | ALPHABET INC | $475.90万 | 0.26% | 13,469 | -250 | -1.8% | -$8.83万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $481.24万 | 0.27% | 4,920 | 46 | 0.9% | $4.50万 | 加仓 |