Legacy Trust
GRAND RAPIDS MI · SEC CIK 0001772483
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -33,626 | -100.0% | -$462.03万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -3,438 | -100.0% | -$68.17万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,319 | -100.0% | -$52.42万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,655 | -100.0% | -$39.62万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,106 | -100.0% | -$25.52万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,140 | -100.0% | -$23.49万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,798 | -100.0% | -$21.57万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $7.62万 | 0.01% | 840 | 0 | 0.0% | — | 不变 |
| — | VERRICA PHARMACEUTICALS INC | $10.15万 | 0.02% | 16,584 | -650 | -3.8% | -$3,978 | 减仓 |
| F | FORD MTR CO | $19.66万 | 0.03% | 14,141 | -230 | -1.6% | -$3,197 | 减仓 |
| MDT | MEDTRONIC PLC | $20.30万 | 0.04% | 2,595 | -636 | -19.7% | -$4.98万 | 减仓 |
| WFC | WELLS FARGO & CO | $20.35万 | 0.04% | 2,462 | -124 | -4.8% | -$1.02万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $20.38万 | 0.04% | 933 | 40 | 4.5% | $8,738 | 重新持有 |
| FIX | COMFORT SYS USA INC | $20.41万 | 0.04% | 103 | 103 | — | $20.41万 | 新建仓 |
| EBAY | EBAY INC. | $20.47万 | 0.04% | 1,832 | 1,832 | — | $20.47万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $20.52万 | 0.04% | 11,576 | -1,116 | -8.8% | -$1.98万 | 减仓 |
| SNDK | SANDISK CORP | $20.69万 | 0.04% | 91 | 91 | — | $20.69万 | 新建仓 |
| EME | EMCOR GROUP INC | $20.91万 | 0.04% | 252 | 252 | — | $20.91万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $20.94万 | 0.04% | 1,175 | 1,129 | 2,454.3% | $20.12万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.46万 | 0.04% | 432 | 432 | — | $21.46万 | 新建仓 |
| OKE | ONEOK INC NEW | $22.27万 | 0.04% | 2,561 | 40 | 1.6% | $3,478 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.38万 | 0.04% | 901 | -10 | -1.1% | -$2,484 | 减仓 |
| SPTS | SPDR SERIES TRUST | $22.56万 | 0.04% | 7,775 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $22.58万 | 0.04% | 3,962 | 101 | 2.6% | $5,755 | 重新持有 |
| WSO | WATSCO INC | $22.75万 | 0.04% | 546 | -5 | -0.9% | -$2,084 | 减仓 |
| HUBB | HUBBELL INC | $22.97万 | 0.04% | 439 | 5 | 1.2% | $2,616 | 加仓 |
| GE | GE AEROSPACE | $23.28万 | 0.04% | 623 | -405 | -39.4% | -$15.14万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $23.34万 | 0.04% | 4,622 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $23.87万 | 0.04% | 5,637 | -770 | -12.0% | -$3.26万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $25.14万 | 0.04% | 257 | 10 | 4.0% | $9,781 | 加仓 |
| CME | CME GROUP INC | $25.20万 | 0.04% | 1,141 | 7 | 0.6% | $1,546 | 加仓 |
| FISV | FISERV INC | $25.74万 | 0.05% | 5,247 | -989 | -15.9% | -$4.85万 | 减仓 |
| IAU | ISHARES GOLD TR | $26.16万 | 0.05% | 3,465 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $26.45万 | 0.05% | 2,085 | 2,085 | — | $26.45万 | 新建仓 |
| IBHI | ISHARES TR | $26.52万 | 0.05% | 11,339 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $27.24万 | 0.05% | 6,525 | 25 | 0.4% | $1,044 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.32万 | 0.05% | 932 | -82 | -8.1% | -$2.40万 | 减仓 |
| T | AT&T INC | $27.36万 | 0.05% | 13,217 | -5,636 | -29.9% | -$11.67万 | 减仓 |
| EMR | EMERSON ELEC CO | $27.57万 | 0.05% | 1,926 | -1,435 | -42.7% | -$20.54万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $28.01万 | 0.05% | 3,252 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.68万 | 0.05% | 682 | 151 | 28.4% | $6.35万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.91万 | 0.05% | 411 | -15 | -3.5% | -$1.06万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $29.19万 | 0.05% | 5,570 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $29.28万 | 0.05% | 4,414 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $29.61万 | 0.05% | 1,304 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $29.89万 | 0.05% | 3,880 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $32.62万 | 0.06% | 1,076 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $33.01万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $33.10万 | 0.06% | 3,500 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.26万 | 0.06% | 2,851 | -1,434 | -33.5% | -$16.73万 | 减仓 |
| COP | CONOCOPHILLIPS | $33.42万 | 0.06% | 3,215 | -90 | -2.7% | -$9,356 | 减仓 |
| TTC | TORO CO | $33.84万 | 0.06% | 3,474 | -125 | -3.5% | -$1.22万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $34.14万 | 0.06% | 2,697 | -201 | -6.9% | -$2.54万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $34.37万 | 0.06% | 3,500 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $34.52万 | 0.06% | 2,740 | -855 | -23.8% | -$10.77万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.68万 | 0.06% | 1,630 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $35.46万 | 0.06% | 1,225 | 10 | 0.8% | $2,894 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.16万 | 0.06% | 710 | 1 | 0.1% | $509 | 加仓 |
| WMT | WALMART INC | $37.01万 | 0.07% | 3,268 | 198 | 6.4% | $2.24万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.96万 | 0.07% | 3,165 | -75 | -2.3% | -$9,233 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $39.94万 | 0.07% | 346 | -1,323 | -79.3% | -$152.71万 | 减仓 |
| MINT | PIMCO ETF TR | $40.32万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $40.86万 | 0.07% | 8,507 | 90 | 1.1% | $4,323 | 加仓 |
| INTU | INTUIT | $41.03万 | 0.07% | 1,572 | -49 | -3.0% | -$1.28万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $41.10万 | 0.07% | 3,450 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $41.14万 | 0.07% | 4,265 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $41.34万 | 0.07% | 5,746 | -225 | -3.8% | -$1.62万 | 减仓 |
| BA | BOEING CO | $41.37万 | 0.07% | 1,911 | -266 | -12.2% | -$5.76万 | 减仓 |
| NVT | NVENT ELEC PLC | $41.86万 | 0.07% | 2,468 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $41.93万 | 0.07% | 2,006 | 74 | 3.8% | $1.55万 | 加仓 |
| LIN | LINDE PLC | $41.98万 | 0.07% | 809 | 10 | 1.3% | $5,189 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $42.11万 | 0.07% | 5,741 | 50 | 0.9% | $3,667 | 加仓 |
| IQLT | ISHARES TR | $42.12万 | 0.07% | 8,500 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $42.24万 | 0.07% | 4,413 | -278 | -5.9% | -$2.66万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $42.94万 | 0.08% | 445 | 445 | — | $42.94万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $43.50万 | 0.08% | 5,671 | -130 | -2.2% | -$9,971 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $44.32万 | 0.08% | 1,251 | -50 | -3.8% | -$1.77万 | 减仓 |
| SDY | SPDR SERIES TRUST | $44.56万 | 0.08% | 2,928 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $46.60万 | 0.08% | 2,568 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $47.10万 | 0.08% | 9,775 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $47.63万 | 0.08% | 2,942 | -30 | -1.0% | -$4,857 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $49.03万 | 0.09% | 6,417 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $49.35万 | 0.09% | 1,435 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $50.09万 | 0.09% | 3,642 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $50.87万 | 0.09% | 2,812 | 55 | 2.0% | $9,950 | 加仓 |
| NUE | NUCOR CORP | $50.92万 | 0.09% | 2,286 | 85 | 3.9% | $1.89万 | 加仓 |
| GLD | SPDR GOLD TR | $51.24万 | 0.09% | 1,391 | -20 | -1.4% | -$7,368 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.90万 | 0.09% | 1,881 | -1,468 | -43.8% | -$41.28万 | 减仓 |
| PTIN | PACER FDS TR | $53.35万 | 0.09% | 14,550 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $53.95万 | 0.10% | 1,245 | 36 | 3.0% | $1.56万 | 加仓 |
| IWN | ISHARES TR | $56.80万 | 0.10% | 2,568 | 0 | 0.0% | — | 不变 |
| OAKM | HARRIS OAKMARK ETF TRUST | $57.73万 | 0.10% | 20,493 | 20,493 | — | $57.73万 | 新建仓 |
| BLK | BLACKROCK INC | $58.66万 | 0.10% | 610 | -1 | -0.2% | -$962 | 减仓 |
| PTNQ | PACER FDS TR | $59.24万 | 0.10% | 6,683 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $59.56万 | 0.11% | 3,641 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $61.28万 | 0.11% | 18,872 | 18,872 | — | $61.28万 | 新建仓 |
| PFE | PFIZER INC | $62.36万 | 0.11% | 25,896 | -1,697 | -6.2% | -$4.09万 | 减仓 |
| DE | DEERE & CO | $62.74万 | 0.11% | 989 | -47 | -4.5% | -$2.98万 | 减仓 |
| IDXX | IDEXX LABS INC | $63.38万 | 0.11% | 1,204 | 8 | 0.7% | $4,212 | 加仓 |
| PTLC | PACER FDS TR | $63.52万 | 0.11% | 10,903 | 0 | 0.0% | — | 不变 |