13F 机构持仓

Legacy Trust

GRAND RAPIDS MI · SEC CIK 0001772483

2026Q22026Q1 更早 9 个季度 🔒
$5.22亿2026Q1 申报市值
203持仓数
32.3%前十大占比 · 第一大 6.1%
15 / 1新建仓 / 清仓
申报市值走势$5.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 6.1%
IVV 5.4%
MSFT 3.2%
GOOGL 3.0%
TSM 2.8%
NVDA 2.5%
GS 2.5%
URI 2.4%
RTX 2.3%
JNJ 2.1%

2026Q1 买入最多 按季末市值估算

CRM 加仓+$391.47万
SYK 加仓+$265.86万
IVV 加仓+$215.69万
AVGO 加仓+$57.91万
ETN 新建仓+$54.44万

2026Q1 卖出最多 按季末市值估算

JPM 减仓-$456.24万
NVDA 减仓-$216.69万
EW 减仓-$59.65万
HD 减仓-$38.41万
IWV 减仓-$30.25万

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
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -1,248-100.0% -$25.09万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 —— — 申报中断
WFC WELLS FARGO CO NEW $00.00%0 —— — 申报中断
BAC BANK AMERICA CORP $00.00%0 —— — 申报中断
PGR PROGRESSIVE CORP $00.00%0 —— — 申报中断
UFPI UFP INDUSTRIES INC $7.74万0.01%840 00.0% — 不变
— VERRICA PHARMACEUTICALS INC $9.12万0.02%17,234 00.0% — 不变
F FORD MTR CO $16.58万0.03%14,371 -200-1.4% -$2,308 减仓
TSLA TESLA INC $19.74万0.04%531 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $19.86万0.04%12,692 9898.5% $1.55万 加仓
WSO WATSCO INC $20.04万0.04%551 -5-0.9% -$1,819 重新持有
HUBB HUBBELL INC $21.30万0.04%434 434— $21.30万 新建仓
OTIS OTIS WORLDWIDE CORP $21.57万0.04%2,798 833.1% $6,398 加仓
PH PARKER-HANNIFIN CORP $22.11万0.04%247 247— $22.11万 新建仓
SPTS SPDR SERIES TRUST $22.69万0.04%7,775 7,775— $22.69万 新建仓
OKE ONEOK INC NEW $22.79万0.04%2,521 2,521— $22.79万 新建仓
JAAA JANUS DETROIT STR TR $23.28万0.04%4,622 4,622— $23.28万 新建仓
TM TOYOTA MOTOR CORP $23.49万0.05%1,140 00.0% — 不变
VUG VANGUARD INDEX FDS $23.67万0.05%542 11526.9% $5.02万 加仓
CEG CONSTELLATION ENERGY CORP $25.44万0.05%911 -10-1.1% -$2,793 减仓
TGT TARGET CORP $25.52万0.05%2,106 -49-2.3% -$5,939 减仓
JBHT HUNT J B TRANS SVCS INC $25.75万0.05%1,215 00.0% — 不变
LRCX LAM RESEARCH CORP $25.83万0.05%1,209 1,209— $25.83万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $26.27万0.05%426 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $26.29万0.05%5,570 00.0% — 不变
IBHI ISHARES TR $26.40万0.05%11,339 00.0% — 不变
SMDV PROSHARES TR $26.69万0.05%3,880 00.0% — 不变
IVE ISHARES TR $27.53万0.05%1,304 -20-1.5% -$4,223 减仓
XMLV INVESCO EXCH TRADED FD TR II $27.80万0.05%4,414 00.0% — 不变
MDT MEDTRONIC PLC $28.00万0.05%3,231 -10-0.3% -$866 减仓
VB VANGUARD INDEX FDS $28.18万0.05%1,076 757.5% $1.96万 加仓
TRV TRAVELERS COMPANIES INC $29.17万0.06%1,000 00.0% — 不变
GE GE AEROSPACE $29.17万0.06%1,028 -136-11.7% -$3.86万 减仓
NVT NVENT ELEC PLC $29.19万0.06%2,468 2,468— $29.19万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $29.46万0.06%1,014 00.0% — 不变
IAU ISHARES GOLD TR $30.55万0.06%3,465 3,465— $30.55万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $31.28万0.06%1,630 1,630— $31.28万 新建仓
MS MORGAN STANLEY $31.79万0.06%1,932 1,932— $31.79万 新建仓
CARR CARRIER GLOBAL CORPORATION $32.05万0.06%5,691 2184.0% $1.23万 加仓
VZ VERIZON COMMUNICATIONS INC $32.16万0.06%6,407 -1,375-17.7% -$6.90万 减仓
VYMI VANGUARD WHITEHALL FDS $32.98万0.06%3,500 00.0% — 不变
SLYG SPDR SERIES TRUST $33.33万0.06%3,450 00.0% — 不变
IEF ISHARES TR $33.40万0.06%3,500 3,500— $33.40万 新建仓
CME CME GROUP INC $33.49万0.06%1,134 00.0% — 不变
TTC TORO CO $33.63万0.06%3,599 -10-0.3% -$934 减仓
ROL ROLLINS INC $34.72万0.07%6,500 00.0% — 不变
FISV FISERV INC $34.80万0.07%6,236 -31-0.5% -$1,730 减仓
FTNT FORTINET INC $35.29万0.07%4,319 1,75068.1% $14.30万 加仓
NUE NUCOR CORP $37.22万0.07%2,201 -110-4.8% -$1.86万 减仓
DUK DUKE ENERGY CORP NEW $37.95万0.07%2,898 -30-1.0% -$3,928 减仓
WMT WALMART INC $38.15万0.07%3,070 00.0% — 不变
FAST FASTENAL CO $39.05万0.07%8,417 -140-1.6% -$6,496 减仓
IQLT ISHARES TR $39.30万0.08%8,500 8,500— $39.30万 新建仓
MO ALTRIA GROUP INC $39.40万0.08%5,971 -325-5.2% -$2.14万 减仓
USMV ISHARES TR $39.55万0.08%4,265 00.0% — 不变
LIN LINDE PLC $39.61万0.08%799 00.0% — 不变
ADSK AUTODESK INC $39.62万0.08%1,655 00.0% — 不变
MINT PIMCO ETF TR $40.23万0.08%4,000 00.0% — 不变
IVW ISHARES TR $41.19万0.08%3,642 -40-1.1% -$4,524 减仓
SDY SPDR SERIES TRUST $42.73万0.08%2,928 00.0% — 不变
VV VANGUARD INDEX FDS $42.88万0.08%1,435 00.0% — 不变
MMM 3M CO $43.16万0.08%2,972 -100-3.3% -$1.45万 减仓
BA BOEING CO $43.33万0.08%2,177 -35-1.6% -$6,966 减仓
COP CONOCOPHILLIPS $43.63万0.08%3,305 -149-4.3% -$1.97万 减仓
EMR EMERSON ELEC CO $44.04万0.08%3,361 -20-0.6% -$2,620 减仓
GD GENERAL DYNAMICS CORP $44.65万0.09%1,301 00.0% — 不变
BIV VANGUARD BD INDEX FDS $44.77万0.09%5,801 -460-7.3% -$3.55万 减仓
SO SOUTHERN CO $45.28万0.09%4,691 -150-3.1% -$1.45万 减仓
PM PHILIP MORRIS INTL INC $45.58万0.09%2,757 1907.4% $3.14万 加仓
LGLV SPDR SERIES TRUST $45.74万0.09%2,568 00.0% — 不变
J JACOBS SOLUTIONS INC $45.76万0.09%3,595 -20-0.6% -$2,546 减仓
FVD FIRST TR EXCHANGE-TRADED FD $45.97万0.09%9,775 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $46.65万0.09%6,417 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $47.30万0.09%2,325 00.0% — 不变
PTIN PACER FDS TR $47.32万0.09%14,550 1,75013.7% $5.69万 加仓
NOC NORTHROP GRUMMAN CORP $48.37万0.09%709 709— $48.37万 新建仓
IWN ISHARES TR $48.69万0.09%2,568 00.0% — 不变
PTNQ PACER FDS TR $48.76万0.09%6,683 00.0% — 不变
MTUM ISHARES TR $49.44万0.09%2,060 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $50.96万0.10%3,240 -25-0.8% -$3,932 减仓
AMAT APPLIED MATLS INC $52.40万0.10%1,533 1,533— $52.40万 新建仓
— HONEYWELL INTL INC $52.42万0.10%2,319 -10-0.4% -$2,260 减仓
FPX FIRST TR EXCHANGE-TRADED FD $52.87万0.10%3,329 00.0% — 不变
ETN EATON CORP PLC $54.44万0.10%1,522 1,522— $54.44万 新建仓
T AT&T INC $54.65万0.10%18,853 -560-2.9% -$1.62万 减仓
PTMC PACER FDS TR $55.90万0.11%15,285 1,62511.9% $5.94万 加仓
MA MASTERCARD INCORPORATED $55.96万0.11%1,120 -5-0.4% -$2,498 减仓
MU MICRON TECHNOLOGY INC $56.39万0.11%1,669 -128-7.1% -$4.32万 减仓
PTLC PACER FDS TR $57.20万0.11%10,903 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $58.26万0.11%7,275 -7,449-50.6% -$59.65万 减仓
DE DEERE & CO $58.36万0.11%1,036 -1-0.1% -$563 减仓
BLK BLACKROCK INC $58.76万0.11%611 00.0% — 不变
CL COLGATE PALMOLIVE CO $60.56万0.12%7,105 410.6% $3,494 加仓
GLD SPDR GOLD TR $60.71万0.12%1,411 -50-3.4% -$2.15万 减仓
PLTR PALANTIR TECHNOLOGIES INC $62.68万0.12%4,285 100.2% $1,463 加仓
AMT AMERICAN TOWER CORP $62.84万0.12%3,641 -15-0.4% -$2,589 减仓
NSC NORFOLK SOUTHN CORP $63.05万0.12%2,197 -20-0.9% -$5,740 减仓
IDXX IDEXX LABS INC $67.20万0.13%1,196 00.0% — 不变
ACN ACCENTURE PLC IRELAND $68.17万0.13%3,438 20.1% $397 加仓
INTU INTUIT $70.09万0.13%1,621 -317-16.4% -$13.71万 减仓