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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,185.57万 | 6.10% | 125,520 | 1,272 | 1.0% | $32.28万 | 加仓 |
| IVV | ISHARES TR | $2,810.79万 | 5.39% | 43,030 | 3,302 | 8.3% | $215.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,681.42万 | 3.22% | 45,423 | 1,045 | 2.4% | $38.68万 | 加仓 |
| GOOGL | ALPHABET INC | $1,564.36万 | 3.00% | 54,401 | 158 | 0.3% | $4.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,451.66万 | 2.78% | 42,955 | -352 | -0.8% | -$11.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,307.09万 | 2.50% | 74,948 | -12,425 | -14.2% | -$216.69万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,304.18万 | 2.50% | 15,416 | -50 | -0.3% | -$4.23万 | 减仓 |
| URI | UNITED RENTALS INC | $1,269.52万 | 2.43% | 17,425 | 135 | 0.8% | $9.84万 | 加仓 |
| RTX | RTX CORPORATION | $1,183.71万 | 2.27% | 61,364 | -111 | -0.2% | -$2.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,101.15万 | 2.11% | 45,048 | 1,171 | 2.7% | $28.62万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,095.02万 | 2.10% | 68,302 | 1,775 | 2.7% | $28.46万 | 加仓 |
| V | VISA INC | $1,079.30万 | 2.07% | 35,710 | 584 | 1.7% | $17.65万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,061.32万 | 2.03% | 37,402 | -30 | -0.1% | -$8,513 | 减仓 |
| AMZN | AMAZON COM INC | $1,044.08万 | 2.00% | 50,131 | 1,198 | 2.4% | $24.95万 | 加仓 |
| GWW | WW GRAINGER INC | $1,033.00万 | 1.98% | 9,470 | 85 | 0.9% | $9.27万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,000.62万 | 1.92% | 30,452 | 8,091 | 36.2% | $265.86万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $975.17万 | 1.87% | 32,239 | 922 | 2.9% | $27.89万 | 加仓 |
| CMI | CUMMINS INC | $967.84万 | 1.85% | 17,989 | -180 | -1.0% | -$9.68万 | 减仓 |
| IJR | ISHARES TR | $961.90万 | 1.84% | 77,379 | 1,056 | 1.4% | $13.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $909.96万 | 1.74% | 13,992 | -40 | -0.3% | -$2.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $849.66万 | 1.63% | 8,527 | 100 | 1.2% | $9.96万 | 加仓 |
| META | META PLATFORMS INC | $846.98万 | 1.62% | 14,804 | 189 | 1.3% | $10.81万 | 加仓 |
| IJH | ISHARES TR | $778.82万 | 1.49% | 115,330 | 5,001 | 4.5% | $33.77万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $735.87万 | 1.41% | 31,871 | 383 | 1.2% | $8.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $714.93万 | 1.37% | 24,304 | -15,510 | -39.0% | -$456.24万 | 减仓 |
| IWV | ISHARES TR | $698.66万 | 1.34% | 18,848 | -816 | -4.1% | -$30.25万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $560.61万 | 1.07% | 12,161 | 295 | 2.5% | $13.60万 | 加仓 |
| QCOM | QUALCOMM INC | $533.72万 | 1.02% | 41,444 | 1,012 | 2.5% | $13.03万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $497.17万 | 0.95% | 25,173 | 430 | 1.7% | $8.49万 | 加仓 |
| LEN | LENNAR CORP | $482.96万 | 0.93% | 55,615 | 1,820 | 3.4% | $15.80万 | 加仓 |
| IWM | ISHARES TR | $472.07万 | 0.90% | 19,035 | 280 | 1.5% | $6.94万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $462.03万 | 0.89% | 100,879 | 1,985 | 2.0% | $9.09万 | 加仓 |
| ALB | ALBEMARLE CORP | $460.96万 | 0.88% | 25,676 | 98 | 0.4% | $1.76万 | 加仓 |
| CRM | SALESFORCE INC | $422.90万 | 0.81% | 22,655 | 20,971 | 1,245.3% | $391.47万 | 加仓 |
| GOOG | ALPHABET INC | $421.60万 | 0.81% | 14,697 | 1,322 | 9.9% | $37.92万 | 加仓 |
| IWR | ISHARES TR | $417.89万 | 0.80% | 42,980 | 70 | 0.2% | $6,806 | 加仓 |
| ALLY | ALLY FINL INC | $409.22万 | 0.78% | 104,313 | 3,670 | 3.6% | $14.40万 | 加仓 |
| EFA | ISHARES TR | $386.31万 | 0.74% | 39,772 | 280 | 0.7% | $2.72万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $364.27万 | 0.70% | 35,871 | 1,625 | 4.7% | $16.50万 | 加仓 |
| USB | US BANCORP | $362.22万 | 0.69% | 69,645 | 2,080 | 3.1% | $10.82万 | 加仓 |
| INCY | INCYTE CORP | $350.15万 | 0.67% | 37,202 | 1,075 | 3.0% | $10.12万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $345.50万 | 0.66% | 48,033 | 6,250 | 15.0% | $44.96万 | 加仓 |
| HD | HOME DEPOT INC | $342.80万 | 0.66% | 10,423 | -1,168 | -10.1% | -$38.41万 | 减仓 |
| KLAC | KLA CORP | $326.29万 | 0.63% | 2,216 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $317.17万 | 0.61% | 117,470 | 5,525 | 4.9% | $14.92万 | 加仓 |
| DIS | DISNEY WALT CO | $299.77万 | 0.57% | 31,103 | 841 | 2.8% | $8.11万 | 加仓 |
| EEM | ISHARES TR | $281.92万 | 0.54% | 49,643 | 5,717 | 13.0% | $32.47万 | 加仓 |
| ORCL | ORACLE CORP | $274.21万 | 0.53% | 18,640 | -210 | -1.1% | -$3.09万 | 减仓 |
| — | EXXON MOBIL CORP | $262.87万 | 0.50% | 15,494 | 1,945 | 14.4% | $33.00万 | 加仓 |
| TJX | TJX COS INC NEW | $250.79万 | 0.48% | 15,704 | 249 | 1.6% | $3.98万 | 加仓 |
| NKE | NIKE INC | $241.71万 | 0.46% | 45,761 | 3,778 | 9.0% | $19.96万 | 加仓 |
| IWF | ISHARES TR | $241.30万 | 0.46% | 5,659 | -430 | -7.1% | -$18.34万 | 减仓 |
| EOG | EOG RES INC | $239.05万 | 0.46% | 16,535 | 2,130 | 14.8% | $30.79万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $238.92万 | 0.46% | 52,824 | 2,393 | 4.7% | $10.82万 | 加仓 |
| LLY | ELI LILLY & CO | $230.86万 | 0.44% | 2,510 | 196 | 8.5% | $18.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $222.40万 | 0.43% | 4,641 | -267 | -5.4% | -$12.79万 | 减仓 |
| ECL | ECOLAB INC | $215.40万 | 0.41% | 8,097 | -20 | -0.2% | -$5,320 | 减仓 |
| EL | LAUDER ESTEE COS INC | $192.85万 | 0.37% | 26,870 | 2,425 | 9.9% | $17.40万 | 加仓 |
| ILMN | ILLUMINA INC | $181.75万 | 0.35% | 14,745 | 1,180 | 8.7% | $14.54万 | 加仓 |
| ABBV | ABBVIE INC | $177.84万 | 0.34% | 8,177 | 814 | 11.1% | $17.70万 | 加仓 |
| PEP | PEPSICO INC | $168.57万 | 0.32% | 10,855 | -47 | -0.4% | -$7,299 | 减仓 |
| SBUX | STARBUCKS CORP | $165.96万 | 0.32% | 18,524 | -277 | -1.5% | -$2.48万 | 减仓 |
| AVGO | BROADCOM INC | $165.43万 | 0.32% | 5,345 | 1,871 | 53.9% | $57.91万 | 加仓 |
| VLO | VALERO ENERGY CORP | $165.40万 | 0.32% | 6,694 | -35 | -0.5% | -$8,648 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $163.48万 | 0.31% | 3,326 | -40 | -1.2% | -$1.97万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $158.56万 | 0.30% | 9,249 | 980 | 11.9% | $16.80万 | 加仓 |
| ZTS | ZOETIS INC | $157.04万 | 0.30% | 13,285 | -115 | -0.9% | -$1.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $155.42万 | 0.30% | 7,512 | -119 | -1.6% | -$2.46万 | 减仓 |
| MCD | MCDONALDS CORP | $154.90万 | 0.30% | 4,984 | -44 | -0.9% | -$1.37万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $152.74万 | 0.29% | 16,445 | -260 | -1.6% | -$2.41万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $152.12万 | 0.29% | 4,299 | 7 | 0.2% | $2,477 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $151.50万 | 0.29% | 5,175 | -8 | -0.2% | -$2,342 | 减仓 |
| VO | VANGUARD INDEX FDS | $138.08万 | 0.26% | 4,808 | -15 | -0.3% | -$4,308 | 减仓 |
| APH | AMPHENOL CORP | $135.79万 | 0.26% | 10,747 | -199 | -1.8% | -$2.51万 | 减仓 |
| GNTX | GENTEX CORP | $135.42万 | 0.26% | 61,978 | -82 | -0.1% | -$1,792 | 减仓 |
| ADBE | ADOBE INC | $121.59万 | 0.23% | 5,002 | -9 | -0.2% | -$2,188 | 减仓 |
| DVY | ISHARES TR | $118.63万 | 0.23% | 7,835 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $117.79万 | 0.23% | 5,477 | -115 | -2.1% | -$2.47万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $117.41万 | 0.22% | 18,322 | -4,044 | -18.1% | -$25.91万 | 减仓 |
| FDX | FEDEX CORP | $108.10万 | 0.21% | 3,035 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $105.63万 | 0.20% | 1,491 | -215 | -12.6% | -$15.23万 | 减仓 |
| DGRO | ISHARES TR | $105.22万 | 0.20% | 14,992 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $104.99万 | 0.20% | 2,984 | -10 | -0.3% | -$3,518 | 减仓 |
| CSCO | CISCO SYS INC | $104.53万 | 0.20% | 13,472 | -1,629 | -10.8% | -$12.64万 | 减仓 |
| INTC | INTEL CORP | $104.52万 | 0.20% | 23,685 | -5 | -0.0% | -$221 | 减仓 |
| KO | COCA COLA CO | $103.33万 | 0.20% | 13,587 | 890 | 7.0% | $6.77万 | 加仓 |
| IWB | ISHARES TR | $102.87万 | 0.20% | 2,885 | -100 | -3.4% | -$3.57万 | 减仓 |
| UNP | UNION PAC CORP | $96.49万 | 0.18% | 3,977 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $94.49万 | 0.18% | 6,542 | 235 | 3.7% | $3.39万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $92.69万 | 0.18% | 19,950 | 1,693 | 9.3% | $7.87万 | 加仓 |
| IWD | ISHARES TR | $91.56万 | 0.18% | 4,285 | -888 | -17.2% | -$18.97万 | 减仓 |
| IEFA | ISHARES TR | $89.33万 | 0.17% | 9,867 | 2,681 | 37.3% | $24.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $88.58万 | 0.17% | 2,761 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $86.63万 | 0.17% | 4,516 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $85.12万 | 0.16% | 5,560 | 955 | 20.7% | $14.62万 | 加仓 |
| IJT | ISHARES TR | $83.71万 | 0.16% | 5,785 | -15 | -0.3% | -$2,171 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $82.38万 | 0.16% | 19,632 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $82.13万 | 0.16% | 1,848 | -1 | -0.1% | -$444 | 减仓 |
| ABT | ABBOTT LABORATORIES | $81.23万 | 0.16% | 7,912 | -1,979 | -20.0% | -$20.32万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.18万 | 0.16% | 3,349 | -5 | -0.1% | -$1,212 | 减仓 |