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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,122.00万 | 5.52% | 41,688 | -1,342 | -3.1% | -$100.50万 | 减仓 |
| AAPL | APPLE INC | $2,774.30万 | 4.91% | 95,877 | -29,643 | -23.6% | -$857.75万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,299.87万 | 4.07% | 67,441 | -861 | -1.3% | -$29.36万 | 减仓 |
| URI | UNITED RENTALS INC | $1,955.71万 | 3.46% | 17,263 | -162 | -0.9% | -$18.35万 | 减仓 |
| GOOGL | ALPHABET INC | $1,881.91万 | 3.33% | 52,660 | -1,741 | -3.2% | -$62.22万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,850.44万 | 3.27% | 38,747 | -4,208 | -9.8% | -$200.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,641.14万 | 2.90% | 43,996 | -1,427 | -3.1% | -$53.23万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,532.73万 | 2.71% | 15,155 | -261 | -1.7% | -$26.40万 | 减仓 |
| GWW | WW GRAINGER INC | $1,276.19万 | 2.26% | 9,381 | -89 | -0.9% | -$12.11万 | 减仓 |
| CMI | CUMMINS INC | $1,269.23万 | 2.24% | 17,796 | -193 | -1.1% | -$13.76万 | 减仓 |
| V | VISA INC | $1,215.57万 | 2.15% | 35,430 | -280 | -0.8% | -$9.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,136.59万 | 2.01% | 44,753 | -295 | -0.7% | -$7.49万 | 减仓 |
| IJR | ISHARES TR | $1,121.28万 | 1.98% | 75,604 | -1,775 | -2.3% | -$26.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,063.92万 | 1.88% | 14,247 | 255 | 1.8% | $19.04万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,060.24万 | 1.87% | 31,345 | -894 | -2.8% | -$30.24万 | 减仓 |
| SYK | STRYKER CORPORATION | $949.78万 | 1.68% | 30,167 | -285 | -0.9% | -$8.97万 | 减仓 |
| AMZN | AMAZON COM INC | $906.14万 | 1.60% | 38,019 | -12,112 | -24.2% | -$288.68万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $892.39万 | 1.58% | 37,337 | -65 | -0.2% | -$1.55万 | 减仓 |
| RTX | RTX CORPORATION | $888.39万 | 1.57% | 46,824 | -14,540 | -23.7% | -$275.87万 | 减仓 |
| IJH | ISHARES TR | $855.54万 | 1.51% | 110,950 | -4,380 | -3.8% | -$33.77万 | 减仓 |
| META | META PLATFORMS INC | $840.82万 | 1.49% | 14,927 | 123 | 0.8% | $6.93万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $812.06万 | 1.44% | 31,736 | -135 | -0.4% | -$3.45万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $811.15万 | 1.43% | 8,671 | 144 | 1.7% | $13.47万 | 加仓 |
| IWV | ISHARES TR | $781.63万 | 1.38% | 18,331 | -517 | -2.7% | -$22.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $779.37万 | 1.38% | 23,810 | -494 | -2.0% | -$16.17万 | 减仓 |
| QCOM | QUALCOMM INC | $757.20万 | 1.34% | 40,976 | -468 | -1.1% | -$8.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $747.40万 | 1.32% | 37,353 | -37,595 | -50.2% | -$752.24万 | 减仓 |
| KLAC | KLA CORP | $668.59万 | 1.18% | 22,160 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $634.15万 | 1.12% | 25,368 | 195 | 0.8% | $4.87万 | 加仓 |
| IWM | ISHARES TR | $593.84万 | 1.05% | 19,765 | 730 | 3.8% | $21.93万 | 加仓 |
| LEN | LENNAR CORP | $507.78万 | 0.90% | 56,115 | 500 | 0.9% | $4.52万 | 加仓 |
| IWR | ISHARES TR | $491.70万 | 0.87% | 44,570 | 1,590 | 3.7% | $17.54万 | 加仓 |
| ALLY | ALLY FINL INC | $490.64万 | 0.87% | 106,778 | 2,465 | 2.4% | $11.33万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $470.85万 | 0.83% | 11,840 | -321 | -2.6% | -$12.77万 | 减仓 |
| GOOG | ALPHABET INC | $450.67万 | 0.80% | 12,755 | -1,942 | -13.2% | -$68.62万 | 减仓 |
| INCY | INCYTE CORP | $429.94万 | 0.76% | 37,927 | 725 | 1.9% | $8.22万 | 加仓 |
| EFA | ISHARES TR | $428.01万 | 0.76% | 41,202 | 1,430 | 3.6% | $14.85万 | 加仓 |
| USB | US BANCORP | $424.23万 | 0.75% | 70,237 | 592 | 0.9% | $3.58万 | 加仓 |
| HD | HOME DEPOT INC | $364.00万 | 0.64% | 10,321 | -102 | -1.0% | -$3.60万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $354.76万 | 0.63% | 36,539 | 668 | 1.9% | $6.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $353.71万 | 0.63% | 49,018 | 985 | 2.1% | $7.11万 | 加仓 |
| ALB | ALBEMARLE CORP | $349.43万 | 0.62% | 25,878 | 202 | 0.8% | $2.73万 | 加仓 |
| EEM | ISHARES TR | $342.93万 | 0.61% | 50,128 | 485 | 1.0% | $3.32万 | 加仓 |
| CRM | SALESFORCE INC | $321.59万 | 0.57% | 20,528 | -2,127 | -9.4% | -$33.32万 | 减仓 |
| DIS | DISNEY WALT CO | $308.15万 | 0.54% | 32,016 | 913 | 2.9% | $8.79万 | 加仓 |
| LLY | ELI LILLY & CO | $288.58万 | 0.51% | 2,406 | -104 | -4.1% | -$12.47万 | 减仓 |
| INTC | INTEL CORP | $285.71万 | 0.51% | 20,462 | -3,223 | -13.6% | -$45.00万 | 减仓 |
| SNOW | SNOWFLAKE INC | $284.25万 | 0.50% | 11,169 | 11,169 | — | $284.25万 | 新建仓 |
| IWF | ISHARES TR | $266.98万 | 0.47% | 21,501 | -1,135 | -5.0% | -$14.09万 | 减仓 |
| ILMN | ILLUMINA INC | $266.73万 | 0.47% | 15,170 | 425 | 2.9% | $7.47万 | 加仓 |
| ORCL | ORACLE CORP | $260.77万 | 0.46% | 17,794 | -846 | -4.5% | -$12.40万 | 减仓 |
| CHWY | CHEWY INC | $250.15万 | 0.44% | 127,305 | 9,835 | 8.4% | $19.33万 | 加仓 |
| TJX | TJX COS INC NEW | $237.22万 | 0.42% | 15,658 | -46 | -0.3% | -$6,969 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $235.04万 | 0.42% | 54,432 | 1,608 | 3.0% | $6.94万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $227.60万 | 0.40% | 28,828 | 1,958 | 7.3% | $15.46万 | 加仓 |
| ECL | ECOLAB INC | $225.45万 | 0.40% | 8,092 | -5 | -0.1% | -$1,393 | 减仓 |
| EOG | EOG RES INC | $221.90万 | 0.39% | 17,105 | 570 | 3.4% | $7.39万 | 加仓 |
| AVGO | BROADCOM INC | $212.75万 | 0.38% | 5,632 | 287 | 5.4% | $10.84万 | 加仓 |
| — | EXXON MOBIL CORP | $211.93万 | 0.37% | 15,501 | 7 | 0.0% | $957 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $202.76万 | 0.36% | 4,052 | -589 | -12.7% | -$29.47万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $201.41万 | 0.36% | 5,208 | 33 | 0.6% | $1.28万 | 加仓 |
| ABBV | ABBVIE INC | $197.81万 | 0.35% | 7,861 | -316 | -3.9% | -$7.95万 | 减仓 |
| NKE | NIKE INC | $197.23万 | 0.35% | 48,046 | 2,285 | 5.0% | $9.38万 | 加仓 |
| APH | AMPHENOL CORP | $190.53万 | 0.34% | 10,806 | 59 | 0.5% | $1.04万 | 加仓 |
| SBUX | STARBUCKS CORP | $181.66万 | 0.32% | 17,777 | -747 | -4.0% | -$7.63万 | 减仓 |
| VLO | VALERO ENERGY CORP | $174.34万 | 0.31% | 6,694 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $169.44万 | 0.30% | 10,046 | 797 | 8.6% | $13.44万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $166.65万 | 0.29% | 3,324 | -2 | -0.1% | -$1,003 | 减仓 |
| GNTX | GENTEX CORP | $156.19万 | 0.28% | 61,808 | -170 | -0.3% | -$4,296 | 减仓 |
| VO | VANGUARD INDEX FDS | $154.89万 | 0.27% | 19,224 | -8 | -0.0% | -$645 | 减仓 |
| PEP | PEPSICO INC | $145.93万 | 0.26% | 10,778 | -77 | -0.7% | -$1.04万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $145.47万 | 0.26% | 4,299 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $141.68万 | 0.25% | 16,142 | -303 | -1.8% | -$2.66万 | 减仓 |
| CSCO | CISCO SYS INC | $129.99万 | 0.23% | 11,067 | -2,405 | -17.9% | -$28.25万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $129.60万 | 0.23% | 5,477 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $128.53万 | 0.23% | 18,040 | -282 | -1.5% | -$2.01万 | 减仓 |
| MCD | MCDONALDS CORP | $126.45万 | 0.22% | 4,678 | -306 | -6.1% | -$8.27万 | 减仓 |
| CVX | CHEVRON CORPORATION | $123.54万 | 0.22% | 7,453 | -59 | -0.8% | -$9,780 | 减仓 |
| DVY | ISHARES TR | $122.46万 | 0.22% | 7,835 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $115.68万 | 0.20% | 2,825 | -60 | -2.1% | -$2.46万 | 减仓 |
| DGRO | ISHARES TR | $113.63万 | 0.20% | 14,992 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $113.52万 | 0.20% | 1,066 | -425 | -28.5% | -$45.26万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $113.00万 | 0.20% | 20,046 | 96 | 0.5% | $5,412 | 加仓 |
| AMAT | APPLIED MATLS INC | $111.56万 | 0.20% | 1,543 | 10 | 0.7% | $7,230 | 加仓 |
| KO | COCA COLA CO | $108.32万 | 0.19% | 13,329 | -258 | -1.9% | -$2.10万 | 减仓 |
| AMGN | AMGEN INC | $103.89万 | 0.18% | 2,869 | -115 | -3.9% | -$4.16万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $102.17万 | 0.18% | 2,761 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $101.62万 | 0.18% | 5,690 | -95 | -1.6% | -$1.70万 | 减仓 |
| QUAL | ISHARES TR | $99.10万 | 0.18% | 4,516 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $97.16万 | 0.17% | 3,572 | -405 | -10.2% | -$11.02万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $95.17万 | 0.17% | 17,065 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $95.14万 | 0.17% | 1,292 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $94.07万 | 0.17% | 9,740 | -127 | -1.3% | -$1.23万 | 减仓 |
| ZTS | ZOETIS INC | $92.39万 | 0.16% | 12,857 | -428 | -3.2% | -$3.08万 | 减仓 |
| EMXC | ISHARES INC | $91.27万 | 0.16% | 8,922 | 0 | 0.0% | — | 不变 |
| ACIO | ETF SER SOLUTIONS | $90.58万 | 0.16% | 19,632 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $90.43万 | 0.16% | 6,167 | -375 | -5.7% | -$5.50万 | 减仓 |
| IWO | ISHARES TR | $90.26万 | 0.16% | 2,291 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $88.12万 | 0.16% | 3,635 | -650 | -15.2% | -$15.76万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $86.06万 | 0.15% | 1,253 | -55 | -4.2% | -$3.78万 | 减仓 |