13F 机构持仓

Legacy Trust

GRAND RAPIDS MI · SEC CIK 0001772483

2026Q22026Q1 更早 9 个季度 🔒
$5.66亿2026Q2 申报市值
210持仓数
34.7%前十大占比 · 第一大 5.5%
10 / 7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

IVV 5.5%
AAPL 4.9%
PANW 4.1%
URI 3.5%
GOOGL 3.3%
TSM 3.3%
MSFT 2.9%
GS 2.7%
GWW 2.3%
CMI 2.2%

2026Q2 买入最多 按季末市值估算

SNOW 新建仓+$284.25万
WINN 新建仓+$61.28万
OAKM 新建仓+$57.73万
STX 新建仓+$42.94万
MA 加仓+$28.50万

2026Q2 卖出最多 按季末市值估算

AAPL 减仓-$857.75万
NVDA 减仓-$752.24万
DUPONT DE NEMOUR 清仓-$462.03万
AMZN 减仓-$288.68万
RTX 减仓-$275.87万

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
PTMC PACER FDS TR $63.94万0.11%15,285 00.0% — 不变
NSC NORFOLK SOUTHN CORP $64.71万0.11%2,057 -140-6.4% -$4.40万 减仓
CL COLGATE PALMOLIVE CO $65.09万0.12%7,100 -5-0.1% -$458 减仓
ETN EATON CORP PLC $65.20万0.12%1,530 80.5% $3,409 加仓
EW EDWARDS LIFESCIENCES CORP $66.08万0.12%7,305 300.4% $2,714 加仓
FTNT FORTINET INC $66.86万0.12%4,352 330.8% $5,069 加仓
ABT ABBOTT LABORATORIES $67.13万0.12%7,398 -514-6.5% -$4.66万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $68.64万0.12%3,329 00.0% — 不变
LULU LULULEMON ATHLETICA INC $70.00万0.12%6,131 57110.3% $6.52万 加仓
MTUM ISHARES TR $70.62万0.12%2,060 00.0% — 不变
FDX FEDEX CORP $71.71万0.13%2,290 -745-24.5% -$23.33万 减仓
MPC MARATHON PETE CORP $73.28万0.13%2,866 -135-4.5% -$3.45万 减仓
MRK MERCK & CO INC $81.19万0.14%6,318 150.2% $1,928 加仓
AMD ADVANCED MICRO DEVICES INC $82.61万0.15%1,422 -903-38.8% -$52.46万 减仓
AMP AMERIPRISE FINL INC $83.17万0.15%1,813 -35-1.9% -$1.61万 减仓
ADBE ADOBE INC $85.08万0.15%4,150 -852-17.0% -$17.47万 减仓
MA MASTERCARD INCORPORATED $86.03万0.15%1,675 55549.6% $28.50万 加仓
VOO VANGUARD INDEX FDS $86.06万0.15%1,253 -55-4.2% -$3.78万 减仓
IWD ISHARES TR $88.12万0.16%3,635 -650-15.2% -$15.76万 减仓
IWO ISHARES TR $90.26万0.16%2,291 00.0% — 不变
PG PROCTER & GAMBLE CO $90.43万0.16%6,167 -375-5.7% -$5.50万 减仓
ACIO ETF SER SOLUTIONS $90.58万0.16%19,632 00.0% — 不变
EMXC ISHARES INC $91.27万0.16%8,922 00.0% — 不变
ZTS ZOETIS INC $92.39万0.16%12,857 -428-3.2% -$3.08万 减仓
IEFA ISHARES TR $94.07万0.17%9,740 -127-1.3% -$1.23万 减仓
QQQ INVESCO QQQ TR $95.14万0.17%1,292 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $95.17万0.17%17,065 00.0% — 不变
UNP UNION PAC CORP $97.16万0.17%3,572 -405-10.2% -$11.02万 减仓
QUAL ISHARES TR $99.10万0.18%4,516 00.0% — 不变
IJT ISHARES TR $101.62万0.18%5,690 -95-1.6% -$1.70万 减仓
VTI VANGUARD INDEX FDS $102.17万0.18%2,761 00.0% — 不变
AMGN AMGEN INC $103.89万0.18%2,869 -115-3.9% -$4.16万 减仓
KO COCA COLA CO $108.32万0.19%13,329 -258-1.9% -$2.10万 减仓
AMAT APPLIED MATLS INC $111.56万0.20%1,543 100.7% $7,230 加仓
FITB FIFTH THIRD BANCORP $113.00万0.20%20,046 960.5% $5,412 加仓
CAT CATERPILLAR INC $113.52万0.20%1,066 -425-28.5% -$45.26万 减仓
DGRO ISHARES TR $113.63万0.20%14,992 00.0% — 不变
IWB ISHARES TR $115.68万0.20%2,825 -60-2.1% -$2.46万 减仓
DVY ISHARES TR $122.46万0.22%7,835 00.0% — 不变
CVX CHEVRON CORPORATION $123.54万0.22%7,453 -59-0.8% -$9,780 减仓
MCD MCDONALDS CORP $126.45万0.22%4,678 -306-6.1% -$8.27万 减仓
VEA VANGUARD TAX-MANAGED FDS $128.53万0.23%18,040 -282-1.5% -$2.01万 减仓
VIG VANGUARD SPECIALIZED FUNDS $129.60万0.23%5,477 00.0% — 不变
CSCO CISCO SYS INC $129.99万0.23%11,067 -2,405-17.9% -$28.25万 减仓
NEE NEXTERA ENERGY INC $141.68万0.25%16,142 -303-1.8% -$2.66万 减仓
ROP ROPER TECHNOLOGIES INC $145.47万0.26%4,299 00.0% — 不变
PEP PEPSICO INC $145.93万0.26%10,778 -77-0.7% -$1.04万 减仓
VO VANGUARD INDEX FDS $154.89万0.27%19,224 -8-0.0% -$645 减仓
GNTX GENTEX CORP $156.19万0.28%61,808 -170-0.3% -$4,296 减仓
TMO THERMO FISHER SCIENTIFIC INC $166.65万0.29%3,324 -2-0.1% -$1,003 减仓
ALGN ALIGN TECHNOLOGY INC $169.44万0.30%10,046 7978.6% $13.44万 加仓
VLO VALERO ENERGY CORP $174.34万0.31%6,694 00.0% — 不变
SBUX STARBUCKS CORP $181.66万0.32%17,777 -747-4.0% -$7.63万 减仓
APH AMPHENOL CORP $190.53万0.34%10,806 590.5% $1.04万 加仓
NKE NIKE INC $197.23万0.35%48,046 2,2855.0% $9.38万 加仓
ABBV ABBVIE INC $197.81万0.35%7,861 -316-3.9% -$7.95万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $201.41万0.36%5,208 330.6% $1.28万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $202.76万0.36%4,052 -589-12.7% -$29.47万 减仓
— EXXON MOBIL CORP $211.93万0.37%15,501 70.0% $957 加仓
AVGO BROADCOM INC $212.75万0.38%5,632 2875.4% $10.84万 加仓
EOG EOG RES INC $221.90万0.39%17,105 5703.4% $7.39万 加仓
ECL ECOLAB INC $225.45万0.40%8,092 -5-0.1% -$1,393 减仓
EL LAUDER ESTEE COS INC $227.60万0.40%28,828 1,9587.3% $15.46万 加仓
PYPL PAYPAL HLDGS INC $235.04万0.42%54,432 1,6083.0% $6.94万 加仓
TJX TJX COS INC NEW $237.22万0.42%15,658 -46-0.3% -$6,969 减仓
CHWY CHEWY INC $250.15万0.44%127,305 9,8358.4% $19.33万 加仓
ORCL ORACLE CORP $260.77万0.46%17,794 -846-4.5% -$12.40万 减仓
ILMN ILLUMINA INC $266.73万0.47%15,170 4252.9% $7.47万 加仓
IWF ISHARES TR $266.98万0.47%21,501 -1,135-5.0% -$14.09万 减仓
SNOW SNOWFLAKE INC $284.25万0.50%11,169 11,169— $284.25万 新建仓
INTC INTEL CORP $285.71万0.51%20,462 -3,223-13.6% -$45.00万 减仓
LLY ELI LILLY & CO $288.58万0.51%2,406 -104-4.1% -$12.47万 减仓
DIS DISNEY WALT CO $308.15万0.54%32,016 9132.9% $8.79万 加仓
CRM SALESFORCE INC $321.59万0.57%20,528 -2,127-9.4% -$33.32万 减仓
EEM ISHARES TR $342.93万0.61%50,128 4851.0% $3.32万 加仓
ALB ALBEMARLE CORP $349.43万0.62%25,878 2020.8% $2.73万 加仓
UBER UBER TECHNOLOGIES INC $353.71万0.63%49,018 9852.1% $7.11万 加仓
WYNN WYNN RESORTS LTD $354.76万0.63%36,539 6681.9% $6.49万 加仓
HD HOME DEPOT INC $364.00万0.64%10,321 -102-1.0% -$3.60万 减仓
USB US BANCORP $424.23万0.75%70,237 5920.9% $3.58万 加仓
EFA ISHARES TR $428.01万0.76%41,202 1,4303.6% $14.85万 加仓
INCY INCYTE CORP $429.94万0.76%37,927 7251.9% $8.22万 加仓
GOOG ALPHABET INC $450.67万0.80%12,755 -1,942-13.2% -$68.62万 减仓
ISRG INTUITIVE SURGICAL INC $470.85万0.83%11,840 -321-2.6% -$12.77万 减仓
ALLY ALLY FINL INC $490.64万0.87%106,778 2,4652.4% $11.33万 加仓
IWR ISHARES TR $491.70万0.87%44,570 1,5903.7% $17.54万 加仓
LEN LENNAR CORP $507.78万0.90%56,115 5000.9% $4.52万 加仓
IWM ISHARES TR $593.84万1.05%19,765 7303.8% $21.93万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $634.15万1.12%25,368 1950.8% $4.87万 加仓
KLAC KLA CORP $668.59万1.18%22,160 00.0% — 不变
NVDA NVIDIA CORPORATION $747.40万1.32%37,353 -37,595-50.2% -$752.24万 减仓
QCOM QUALCOMM INC $757.20万1.34%40,976 -468-1.1% -$8.65万 减仓
JPM JPMORGAN CHASE & CO $779.37万1.38%23,810 -494-2.0% -$16.17万 减仓
IWV ISHARES TR $781.63万1.38%18,331 -517-2.7% -$22.04万 减仓
COST COSTCO WHOLESALE CORPORATION $811.15万1.43%8,671 1441.7% $13.47万 加仓
EXPE EXPEDIA GROUP INC $812.06万1.44%31,736 -135-0.4% -$3.45万 减仓
META META PLATFORMS INC $840.82万1.49%14,927 1230.8% $6.93万 加仓
IJH ISHARES TR $855.54万1.51%110,950 -4,380-3.8% -$33.77万 减仓
RTX RTX CORPORATION $888.39万1.57%46,824 -14,540-23.7% -$275.87万 减仓
LNG CHENIERE ENERGY INC $892.39万1.58%37,337 -65-0.2% -$1.55万 减仓