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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.16亿 | 13.28% | 330,547 | -2,502 | -0.8% | -$163.43万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.56亿 | 9.62% | 487,405 | -7,489 | -1.5% | -$240.25万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,192.94万 | 4.42% | 1,122,493 | -21,704 | -1.9% | -$139.08万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $7,004.56万 | 4.31% | 885,980 | -6,787 | -0.8% | -$53.66万 | 减仓 |
| AAPL | APPLE INC | $4,815.39万 | 2.96% | 189,739 | -2,915 | -1.5% | -$73.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,399.50万 | 2.71% | 252,265 | -8,797 | -3.4% | -$153.42万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $3,466.00万 | 2.13% | 168,416 | -4,841 | -2.8% | -$99.63万 | 减仓 |
| GOOGL | ALPHABET INC | $3,371.61万 | 2.07% | 117,249 | -3,564 | -3.0% | -$102.49万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $3,218.04万 | 1.98% | 1,282,088 | -50,447 | -3.8% | -$126.62万 | 减仓 |
| AVGO | BROADCOM INC | $2,838.14万 | 1.75% | 91,698 | 905 | 1.0% | $28.01万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,732.09万 | 1.68% | 371,006 | 5,013 | 1.4% | $36.92万 | 加仓 |
| BOND | PIMCO ETF TR | $2,712.98万 | 1.67% | 293,994 | -269 | -0.1% | -$2.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,645.83万 | 1.63% | 71,476 | -795 | -1.1% | -$29.43万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $2,599.09万 | 1.60% | 575,274 | 30,311 | 5.6% | $136.95万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,484.20万 | 1.53% | 459,611 | 13,877 | 3.1% | $75.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,246.59万 | 1.38% | 76,373 | -1,389 | -1.8% | -$40.86万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,243.89万 | 1.38% | 290,999 | -6,557 | -2.2% | -$50.56万 | 减仓 |
| AGG | ISHARES TR | $2,141.92万 | 1.32% | 215,767 | -30,807 | -12.5% | -$305.82万 | 减仓 |
| AMZN | AMAZON COM INC | $1,986.54万 | 1.22% | 95,383 | -2,218 | -2.3% | -$46.19万 | 减仓 |
| ACWX | ISHARES TR | $1,583.18万 | 0.97% | 231,222 | -15,271 | -6.2% | -$104.56万 | 减仓 |
| LLY | ELI LILLY & CO | $1,321.43万 | 0.81% | 14,367 | 3,540 | 32.7% | $325.60万 | 加仓 |
| WMT | WALMART INC | $1,256.74万 | 0.77% | 101,122 | -12,208 | -10.8% | -$151.72万 | 减仓 |
| META | META PLATFORMS INC | $1,232.94万 | 0.76% | 21,550 | -1,026 | -4.5% | -$58.70万 | 减仓 |
| IBTI | ISHARES TR | $1,221.31万 | 0.75% | 548,089 | -208 | -0.0% | -$4,635 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,208.97万 | 0.74% | 619,032 | -81,092 | -11.6% | -$158.37万 | 减仓 |
| IBTJ | ISHARES TR | $1,173.52万 | 0.72% | 537,250 | 12,884 | 2.5% | $28.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,140.84万 | 0.70% | 19,092 | -53 | -0.3% | -$3.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,131.34万 | 0.70% | 142,110 | 6,917 | 5.1% | $55.07万 | 加仓 |
| IBTK | ISHARES TR | $1,075.78万 | 0.66% | 545,529 | -37,325 | -6.4% | -$73.60万 | 减仓 |
| UNP | UNION PAC CORP | $1,041.42万 | 0.64% | 42,924 | -3,367 | -7.3% | -$81.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $974.89万 | 0.60% | 19,511 | 193 | 1.0% | $9.64万 | 加仓 |
| MCK | MCKESSON CORP | $961.93万 | 0.59% | 11,116 | -629 | -5.4% | -$54.43万 | 减仓 |
| LQD | ISHARES TR | $941.05万 | 0.58% | 86,343 | 20,996 | 32.1% | $228.84万 | 加仓 |
| IDEV | ISHARES TR | $940.67万 | 0.58% | 112,561 | -5,140 | -4.4% | -$42.95万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $932.43万 | 0.57% | 475,122 | 38,970 | 8.9% | $76.48万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $926.28万 | 0.57% | 361,265 | 8,742 | 2.5% | $22.41万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $920.77万 | 0.57% | 122,459 | -2,273 | -1.8% | -$17.09万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $919.84万 | 0.57% | 10,873 | -91 | -0.8% | -$7.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $888.51万 | 0.55% | 36,349 | -3,391 | -8.5% | -$82.89万 | 减仓 |
| SCHF | 1SCHWAB STRATEGIC TR | $879.82万 | 0.54% | 355,484 | -2,169 | -0.6% | -$5.37万 | 减仓 |
| IBTL | ISHARES TR | $873.51万 | 0.54% | 428,215 | 53,815 | 14.4% | $109.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $862.41万 | 0.53% | 8,655 | -337 | -3.7% | -$33.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $854.83万 | 0.53% | 41,316 | -6,770 | -14.1% | -$140.07万 | 减仓 |
| MUB | ISHARES TR | $852.79万 | 0.52% | 80,338 | -4,155 | -4.9% | -$44.11万 | 减仓 |
| IBTM | ISHARES TR | $779.82万 | 0.48% | 340,080 | 37,949 | 12.6% | $87.02万 | 加仓 |
| GE | GE AEROSPACE | $776.37万 | 0.48% | 27,359 | -1,474 | -5.1% | -$41.83万 | 减仓 |
| NOBL | PROSHARES TR | $766.40万 | 0.47% | 72,295 | -4,023 | -5.3% | -$42.65万 | 减仓 |
| ITOT | ISHARES TR | $699.33万 | 0.43% | 49,100 | -1,433 | -2.8% | -$20.41万 | 减仓 |
| TLT | ISHARES TR | $693.68万 | 0.43% | 80,018 | 15,864 | 24.7% | $137.52万 | 加仓 |
| ABBV | ABBVIE INC | $687.66万 | 0.42% | 31,618 | 373 | 1.2% | $8.11万 | 加仓 |
| IJR | ISHARES TR | $682.57万 | 0.42% | 54,909 | -1,538 | -2.7% | -$19.12万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $675.62万 | 0.42% | 261,260 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $633.70万 | 0.39% | 26,820 | -1,054 | -3.8% | -$24.90万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $630.70万 | 0.39% | 47,457 | 14,585 | 44.4% | $193.83万 | 加仓 |
| WFC | WELLS FARGO & CO 看跌期权 | $626.53万 | 0.39% | 78,700 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $622.81万 | 0.38% | 93,277 | 1,692 | 1.8% | $11.30万 | 加仓 |
| TSLA | TESLA INC | $618.55万 | 0.38% | 16,639 | -153 | -0.9% | -$5.69万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $597.85万 | 0.37% | 194,865 | -3,264 | -1.6% | -$10.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $585.83万 | 0.36% | 44,381 | -6,454 | -12.7% | -$85.19万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $564.93万 | 0.35% | 123,106 | -792 | -0.6% | -$3.63万 | 减仓 |
| LIN | LINDE PLC | $561.60万 | 0.35% | 11,328 | -783 | -6.5% | -$38.82万 | 减仓 |
| — | EXXON MOBIL CORP | $553.74万 | 0.34% | 32,638 | -2,371 | -6.8% | -$40.23万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $531.93万 | 0.33% | 10,822 | -95 | -0.9% | -$4.67万 | 减仓 |
| TJX | TJX COS INC NEW | $518.99万 | 0.32% | 32,498 | -1,440 | -4.2% | -$23.00万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $518.74万 | 0.32% | 114,614 | -9,290 | -7.5% | -$42.05万 | 减仓 |
| BAC | BANK AMERICA CORP | $516.40万 | 0.32% | 105,928 | -3,948 | -3.6% | -$19.25万 | 减仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $466.49万 | 0.29% | 88,780 | 8,840 | 11.1% | $46.45万 | 加仓 |
| V | VISA INC | $454.39万 | 0.28% | 15,034 | 215 | 1.5% | $6.50万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $453.68万 | 0.28% | 89,643 | -7,789 | -8.0% | -$39.42万 | 减仓 |
| IBTH | ISHARES TR | $447.51万 | 0.28% | 199,515 | -35,056 | -14.9% | -$78.63万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $441.95万 | 0.27% | 108,241 | -3,693 | -3.3% | -$15.08万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $436.34万 | 0.27% | 4,874 | -374 | -7.1% | -$33.48万 | 减仓 |
| MUNI | PIMCO ETF TR | $435.30万 | 0.27% | 83,406 | 36,681 | 78.5% | $191.44万 | 加仓 |
| OVL | LISTED FDS TR | $433.55万 | 0.27% | 86,193 | 1,056 | 1.2% | $5.31万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $426.27万 | 0.26% | 26,589 | 2,439 | 10.1% | $39.10万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $422.40万 | 0.26% | 9,505 | -1,526 | -13.8% | -$67.82万 | 减仓 |
| NFLX | NETFLIX INC. | $420.88万 | 0.26% | 43,773 | 8,435 | 23.9% | $81.10万 | 加仓 |
| IJH | ISHARES TR | $412.10万 | 0.25% | 61,024 | -10,888 | -15.1% | -$73.53万 | 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 |
| CSM | PROSHARES TR | $403.06万 | 0.25% | 53,870 | -1,880 | -3.4% | -$14.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $403.01万 | 0.25% | 8,410 | -4 | -0.0% | -$1,917 | 减仓 |
| GOOG | ALPHABET INC | $393.54万 | 0.24% | 13,719 | 551 | 4.2% | $15.81万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $374.87万 | 0.23% | 78,870 | -8,671 | -9.9% | -$41.21万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $372.24万 | 0.23% | 51,751 | -6,834 | -11.7% | -$49.16万 | 减仓 |
| MCD | MCDONALDS CORP | $352.50万 | 0.22% | 11,342 | -295 | -2.5% | -$9.17万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $338.81万 | 0.21% | 12,521 | -1,134 | -8.3% | -$30.68万 | 减仓 |
| BA | BOEING CO | $336.40万 | 0.21% | 16,902 | -752 | -4.3% | -$14.97万 | 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 |
| HD | HOME DEPOT INC | $309.78万 | 0.19% | 9,419 | -59 | -0.6% | -$1.94万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $300.87万 | 0.19% | 31,188 | -859 | -2.7% | -$8.29万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $299.54万 | 0.18% | 59,943 | -7,722 | -11.4% | -$38.59万 | 减仓 |
| DHR | DANAHER CORP DEL | $291.04万 | 0.18% | 15,350 | -2,167 | -12.4% | -$41.09万 | 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 |
| TXN | TEXAS INSTRS INC | $282.32万 | 0.17% | 14,542 | -2,692 | -15.6% | -$52.26万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $282.11万 | 0.17% | 18,982 | -1,441 | -7.1% | -$21.42万 | 减仓 |
| CRM | SALESFORCE INC | $280.42万 | 0.17% | 15,022 | 9,159 | 156.2% | $170.97万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $277.90万 | 0.17% | 117,630 | 20,465 | 21.1% | $48.35万 | 加仓 |
| CSCO | CISCO SYS INC | $276.93万 | 0.17% | 35,692 | -4,585 | -11.4% | -$35.57万 | 减仓 |
| USMV | ISHARES TR | $273.38万 | 0.17% | 29,478 | -13,245 | -31.0% | -$122.83万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $256.41万 | 0.16% | 17,752 | -450 | -2.5% | -$6.50万 | 减仓 |