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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.44亿 | 13.53% | 326,335 | -4,212 | -1.3% | -$315.43万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.74亿 | 9.65% | 471,133 | -16,272 | -3.3% | -$602.13万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,030.83万 | 4.45% | 1,127,134 | 4,641 | 0.4% | $33.07万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,818.20万 | 3.22% | 792,562 | 421,556 | 113.6% | $3,094.64万 | 加仓 |
| SPTM | 1SPDR SERIES TRUST | $5,689.67万 | 3.15% | 626,685 | -259,295 | -29.3% | -$2,354.14万 | 减仓 |
| AAPL | APPLE INC | $5,288.40万 | 2.93% | 182,762 | -6,977 | -3.7% | -$201.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,866.69万 | 2.69% | 243,225 | -9,040 | -3.6% | -$180.88万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $4,021.91万 | 2.23% | 163,353 | -5,063 | -3.0% | -$124.66万 | 减仓 |
| GOOGL | ALPHABET INC | $4,021.81万 | 2.23% | 112,539 | -4,710 | -4.0% | -$168.32万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $3,630.81万 | 2.01% | 1,253,734 | -28,354 | -2.2% | -$82.11万 | 减仓 |
| AVGO | BROADCOM INC | $3,287.29万 | 1.82% | 87,023 | -4,675 | -5.1% | -$176.60万 | 减仓 |
| BOND | PIMCO ETF TR | $3,047.77万 | 1.69% | 330,525 | 36,531 | 12.4% | $336.85万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,763.72万 | 1.53% | 463,013 | 3,402 | 0.7% | $20.31万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $2,708.57万 | 1.50% | 602,038 | 26,764 | 4.7% | $120.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,617.56万 | 1.45% | 70,172 | -1,304 | -1.8% | -$48.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,465.12万 | 1.36% | 75,310 | -1,063 | -1.4% | -$34.80万 | 减仓 |
| AMZN | AMAZON COM INC | $2,214.51万 | 1.23% | 92,914 | -2,469 | -2.6% | -$58.85万 | 减仓 |
| AGG | ISHARES TR | $2,179.56万 | 1.21% | 220,202 | 4,435 | 2.1% | $43.90万 | 加仓 |
| LLY | ELI LILLY & CO | $2,169.53万 | 1.20% | 18,088 | 3,721 | 25.9% | $446.31万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,846.09万 | 1.02% | 215,942 | -75,057 | -25.8% | -$641.66万 | 减仓 |
| ACWX | ISHARES TR | $1,722.64万 | 0.95% | 226,336 | -4,886 | -2.1% | -$37.19万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,340.52万 | 0.74% | 19,518 | 426 | 2.2% | $29.26万 | 加仓 |
| IBTI | ISHARES TR | $1,285.81万 | 0.71% | 580,762 | 32,673 | 6.0% | $72.34万 | 加仓 |
| META | META PLATFORMS INC | $1,224.82万 | 0.68% | 21,744 | 194 | 0.9% | $10.93万 | 加仓 |
| IBTJ | ISHARES TR | $1,202.79万 | 0.67% | 555,562 | 18,312 | 3.4% | $39.65万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,184.45万 | 0.66% | 606,633 | -12,399 | -2.0% | -$24.21万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,149.42万 | 0.64% | 139,088 | -3,022 | -2.1% | -$24.97万 | 减仓 |
| IBTK | ISHARES TR | $1,128.40万 | 0.62% | 577,483 | 31,954 | 5.9% | $62.44万 | 加仓 |
| WMT | WALMART INC | $1,124.46万 | 0.62% | 99,281 | -1,841 | -1.8% | -$20.85万 | 减仓 |
| UNP | UNION PAC CORP | $1,119.52万 | 0.62% | 41,159 | -1,765 | -4.1% | -$48.01万 | 减仓 |
| LQD | ISHARES TR | $1,115.91万 | 0.62% | 102,311 | 15,968 | 18.5% | $174.16万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,066.32万 | 0.59% | 118,348 | -4,111 | -3.4% | -$37.04万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,061.59万 | 0.59% | 360,717 | -548 | -0.2% | -$1.61万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,057.49万 | 0.59% | 10,456 | -417 | -3.8% | -$42.17万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,022.98万 | 0.57% | 521,529 | 46,407 | 9.8% | $91.03万 | 加仓 |
| GE | GE AEROSPACE | $1,006.38万 | 0.56% | 26,928 | -431 | -1.6% | -$16.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,003.73万 | 0.56% | 19,543 | 32 | 0.2% | $1.64万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $982.59万 | 0.54% | 354,727 | -757 | -0.2% | -$2.10万 | 减仓 |
| IDEV | ISHARES TR | $980.99万 | 0.54% | 110,211 | -2,350 | -2.1% | -$20.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $921.99万 | 0.51% | 36,303 | -46 | -0.1% | -$1.17万 | 减仓 |
| IBTL | ISHARES TR | $920.16万 | 0.51% | 455,751 | 27,536 | 6.4% | $55.60万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $879.29万 | 0.49% | 25,784 | -805 | -3.0% | -$27.45万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $877.74万 | 0.49% | 46,071 | -1,386 | -2.9% | -$26.41万 | 减仓 |
| IBTM | ISHARES TR | $853.69万 | 0.47% | 376,158 | 36,078 | 10.6% | $81.88万 | 加仓 |
| ABBV | ABBVIE INC | $834.21万 | 0.46% | 33,151 | 1,533 | 4.8% | $38.58万 | 加仓 |
| MCK | MCKESSON CORP | $818.24万 | 0.45% | 10,829 | -287 | -2.6% | -$21.69万 | 减仓 |
| TLT | 1ISHARES TR | $810.20万 | 0.45% | 93,752 | 13,734 | 17.2% | $118.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $804.22万 | 0.45% | 8,597 | -58 | -0.7% | -$5.43万 | 减仓 |
| IJR | ISHARES TR | $778.15万 | 0.43% | 52,468 | -2,441 | -4.4% | -$36.20万 | 减仓 |
| MUB | ISHARES TR | $776.96万 | 0.43% | 72,195 | -8,143 | -10.1% | -$87.63万 | 减仓 |
| NOBL | PROSHARES TR | $768.50万 | 0.43% | 136,841 | -7,749 | -5.4% | -$43.52万 | 减仓 |
| ITOT | ISHARES TR | $725.66万 | 0.40% | 44,175 | -4,925 | -10.0% | -$80.90万 | 减仓 |
| LLY | 1ELI LILLY & CO 看跌期权 | $719.66万 | 0.40% | 6,000 | 6,000 | — | $719.66万 | 新建仓 |
| MUNI | PIMCO ETF TR | $715.45万 | 0.40% | 136,017 | 52,611 | 63.1% | $276.73万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $704.81万 | 0.39% | 90,326 | -2,951 | -3.2% | -$23.03万 | 减仓 |
| TSLA | TESLA INC | $699.25万 | 0.39% | 16,625 | -14 | -0.1% | -$5,888 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $692.06万 | 0.38% | 107,296 | -7,318 | -6.4% | -$47.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $669.95万 | 0.37% | 40,417 | -899 | -2.2% | -$14.90万 | 减仓 |
| WFC | WELLS FARGO & CO 看跌期权 | $650.38万 | 0.36% | 78,700 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $643.05万 | 0.36% | 234,091 | 84,878 | 56.9% | $233.16万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $624.37万 | 0.35% | 117,220 | 28,440 | 32.0% | $151.49万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $599.47万 | 0.33% | 189,049 | -5,816 | -3.0% | -$18.44万 | 减仓 |
| BAC | BANK OF AMER CORP | $587.58万 | 0.33% | 103,120 | -2,808 | -2.7% | -$16.00万 | 减仓 |
| LIN | LINDE PLC | $571.98万 | 0.32% | 11,022 | -306 | -2.7% | -$15.88万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $557.14万 | 0.31% | 122,880 | -226 | -0.2% | -$1.02万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $542.01万 | 0.30% | 176,150 | -85,110 | -32.6% | -$261.88万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $530.54万 | 0.29% | 10,582 | -240 | -2.2% | -$12.03万 | 减仓 |
| LOW | LOWES COS INC | $517.86万 | 0.29% | 23,487 | -3,333 | -12.4% | -$73.49万 | 减仓 |
| V | VISA INC | $513.30万 | 0.28% | 14,961 | -73 | -0.5% | -$2.50万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $487.12万 | 0.27% | 11,720 | -801 | -6.4% | -$33.29万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $481.24万 | 0.27% | 4,920 | 46 | 0.9% | $4.50万 | 加仓 |
| GOOG | ALPHABET INC | $475.90万 | 0.26% | 13,469 | -250 | -1.8% | -$8.83万 | 减仓 |
| TJX | TJX COS INC NEW | $475.74万 | 0.26% | 31,402 | -1,096 | -3.4% | -$16.60万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $468.38万 | 0.26% | 106,377 | -1,864 | -1.7% | -$8.21万 | 减仓 |
| IJH | ISHARES TR | $453.90万 | 0.25% | 58,864 | -2,160 | -3.5% | -$16.66万 | 减仓 |
| COP | CONOCOPHILLIPS | $449.32万 | 0.25% | 43,220 | -1,161 | -2.6% | -$12.07万 | 减仓 |
| — | EXXON MOBIL CORP | $443.18万 | 0.25% | 32,415 | -223 | -0.7% | -$3.05万 | 减仓 |
| CSM | PROSHARES TR | $439.08万 | 0.24% | 51,526 | -2,344 | -4.4% | -$19.97万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $424.25万 | 0.23% | 78,521 | -349 | -0.4% | -$1.89万 | 减仓 |
| TXN | TEXAS INSTRS INC | $421.89万 | 0.23% | 14,154 | -388 | -2.7% | -$11.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $416.27万 | 0.23% | 8,319 | -91 | -1.1% | -$4.55万 | 减仓 |
| GLW | CORNING INC | $406.77万 | 0.23% | 15,925 | 2,442 | 18.1% | $62.38万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $406.76万 | 0.23% | 80,436 | -9,207 | -10.3% | -$46.56万 | 减仓 |
| CSCO | CISCO SYS INC | $405.54万 | 0.22% | 34,526 | -1,166 | -3.3% | -$13.70万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $399.32万 | 0.22% | 182,183 | 35,270 | 24.0% | $77.31万 | 加仓 |
| HD | HOME DEPOT INC | $398.32万 | 0.22% | 11,294 | 1,875 | 19.9% | $66.13万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $397.65万 | 0.22% | 8,668 | -837 | -8.8% | -$38.40万 | 减仓 |
| IBTH | ISHARES TR | $382.37万 | 0.21% | 170,928 | -28,587 | -14.3% | -$63.95万 | 减仓 |
| BA | BOEING CO | $368.11万 | 0.20% | 17,005 | 103 | 0.6% | $2.23万 | 加仓 |
| OVL | LISTED FDS TR | $360.29万 | 0.20% | 63,645 | -22,548 | -26.2% | -$127.64万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $356.33万 | 0.20% | 49,380 | -2,371 | -4.6% | -$17.11万 | 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 |
| KMB | KIMBERLY-CLARK CORP | $338.22万 | 0.19% | 30,812 | -376 | -1.2% | -$4.13万 | 减仓 |
| NFLX | NETFLIX INC. | $323.71万 | 0.18% | 45,337 | 1,564 | 3.6% | $11.17万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $311.88万 | 0.17% | 18,857 | -125 | -0.7% | -$2.07万 | 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 |
| XLB | SELECT SECTOR SPDR TR | $302.12万 | 0.17% | 59,438 | -505 | -0.8% | -$2.57万 | 减仓 |
| CAT | CATERPILLAR INC | $298.17万 | 0.17% | 2,800 | 542 | 24.0% | $57.72万 | 加仓 |
| USB | US BANCORP | $296.92万 | 0.16% | 49,159 | -53 | -0.1% | -$3,201 | 减仓 |
| USMV | ISHARES TR | $296.87万 | 0.16% | 30,776 | 1,298 | 4.4% | $12.52万 | 加仓 |