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 |
|---|---|---|---|---|---|---|---|---|
| — | AMCOR PLC | $0 | 0.00% | 0 | -43,869 | -100.0% | -$182.93万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -19,968 | -100.0% | -$67.51万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -13,724 | -100.0% | -$50.78万 | 清仓 |
| DFSU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,547 | -100.0% | -$32.78万 | 清仓 |
| MGEE | MGE ENERGY INC | $0 | 0.00% | 0 | -3,792 | -100.0% | -$29.74万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$28.96万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,097 | -100.0% | -$28.22万 | 清仓 |
| AGZ | ISHARES TR | $0 | 0.00% | 0 | -2,450 | -100.0% | -$27.01万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | -9,758 | -100.0% | -$22.32万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -835 | -100.0% | -$20.97万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -7,870 | -100.0% | -$20.18万 | 清仓 |
| — | CREATIVE MEDIA & CMNTY TR | $0 | 0.00% | 0 | -8,000 | -100.0% | -$20.00万 | 清仓 |
| — | GRILLIT INC | $0 | 0.00% | 0 | -10,500,000 | -100.0% | -$1.57万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $1.70万 | 0.00% | 12,250 | 0 | 0.0% | — | 不变 |
| NMRA | NEUMORA THERAPEUTICS INC. | $3.71万 | 0.00% | 19,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $23.62万 | 0.01% | 2,088 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.79万 | 0.01% | 3,168 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $23.90万 | 0.01% | 9,395 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $24.07万 | 0.01% | 655 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $24.92万 | 0.02% | 4,374 | 0 | 0.0% | — | 不变 |
| — | CREATIVE MEDIA & CMNTY TR | $25.00万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $25.12万 | 0.02% | 5,414 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $25.67万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $25.81万 | 0.02% | 8,875 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 800 | 31.6% | $7.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $32.91万 | 0.02% | 8,469 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $33.37万 | 0.02% | 1,684 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $39.97万 | 0.02% | 5,570 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $44.19万 | 0.03% | 5,031 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $44.68万 | 0.03% | 11,040 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $45.04万 | 0.03% | 3,436 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $45.81万 | 0.03% | 420 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $50.90万 | 0.03% | 10,048 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $51.42万 | 0.03% | 2,367 | 16 | 0.7% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 502 | 6.1% | $3.50万 | 加仓 |
| PSX | PHILLIPS 66 | $62.03万 | 0.04% | 3,405 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $62.14万 | 0.04% | 2,749 | 0 | 0.0% | — | 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 | 15 | 0.2% | $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 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $69.85万 | 0.04% | 2,067 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| VCIT | 1VANGUARD SCOTTSDALE FDS | $71.85万 | 0.04% | 8,683 | 0 | 0.0% | — | 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 | 747 | 12.5% | $8.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $74.99万 | 0.05% | 3,487 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $75.85万 | 0.05% | 10,370 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $77.46万 | 0.05% | 3,948 | 393 | 11.1% | $7.71万 | 加仓 |
| VO | VANGUARD INDEX FDS | $80.32万 | 0.05% | 2,797 | 1 | 0.0% | $287 | 加仓 |