Legacy Trust
GRAND RAPIDS MI · SEC CIK 0001772483
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -1,248 | -100.0% | -$25.09万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UFPI | UFP INDUSTRIES INC | $7.74万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| — | VERRICA PHARMACEUTICALS INC | $9.12万 | 0.02% | 17,234 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.86万 | 0.04% | 12,692 | 989 | 8.5% | $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 | 83 | 3.1% | $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 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $23.67万 | 0.05% | 542 | 115 | 26.9% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $26.29万 | 0.05% | 5,570 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES TR | $26.40万 | 0.05% | 11,339 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $26.69万 | 0.05% | 3,880 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 75 | 7.5% | $1.96万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $29.17万 | 0.06% | 1,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 218 | 4.0% | $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 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $33.33万 | 0.06% | 3,450 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 1,750 | 68.1% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $39.61万 | 0.08% | 799 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $39.62万 | 0.08% | 1,655 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $40.23万 | 0.08% | 4,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $42.88万 | 0.08% | 1,435 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 190 | 7.4% | $3.14万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $45.74万 | 0.09% | 2,568 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $46.65万 | 0.09% | 6,417 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $47.30万 | 0.09% | 2,325 | 0 | 0.0% | — | 不变 |
| PTIN | PACER FDS TR | $47.32万 | 0.09% | 14,550 | 1,750 | 13.7% | $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 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER FDS TR | $48.76万 | 0.09% | 6,683 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $49.44万 | 0.09% | 2,060 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 1,625 | 11.9% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $60.56万 | 0.12% | 7,105 | 41 | 0.6% | $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 | 10 | 0.2% | $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 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $68.17万 | 0.13% | 3,438 | 2 | 0.1% | $397 | 加仓 |
| INTU | INTUIT | $70.09万 | 0.13% | 1,621 | -317 | -16.4% | -$13.71万 | 减仓 |