Legacy Private Trust Co. 13F 持仓 · 2026年Q3
Legacy Private Trust 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 268 只证券，申报市值合计 18.29 亿美元。前几大持仓：IVV（13.56%）、VTI（9.48%）、VEA（4.44%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $247.9M | 13.56% | 323,682 | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $173.3M | 9.48% | 463,081 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $81.1M | 4.44% | 1.1M | 增持 |
| 4 | AAPL | APPLE INC | $61.8M | 3.38% | 185,517 | 减持 |
| 5 | SPTM | SPDR SERIES TRUST | $56.5M | 3.09% | 613,626 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $54.5M | 2.98% | 238,578 | 减持 |
| 7 | BND | VANGUARD BD INDEX FDS | $45.3M | 2.48% | 645,234 | 减持 |
| 8 | BOND | PIMCO ETF TR | $41.9M | 2.29% | 481,440 | 增持 |
| 9 | GOOGL | ALPHABET INC | $38.4M | 2.10% | 111,550 | 减持 |
| 10 | VXF | VANGUARD INDEX FDS | $37.4M | 2.05% | 161,577 | 减持 |
| 11 | SCHB | SCHWAB STRATEGIC TR | $36.6M | 2.00% | 1.2M | 减持 |
| 12 | MSFT | MICROSOFT CORP | $36.1M | 1.97% | 70,322 | 减持 |
| 13 | LLY | ELI LILLY & CO | $33.4M | 1.83% | 28,875 | 增持 |
| 14 | MUB | ISHARES TR | $31.8M | 1.74% | 314,808 | 增持 |
| 15 | AVGO | BROADCOM INC | $30.2M | 1.65% | 85,932 | 减持 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $27.5M | 1.50% | 463,723 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $24.4M | 1.34% | 73,881 | 减持 |
| 18 | AMZN | AMAZON COM INC | $23.0M | 1.26% | 92,384 | 减持 |
| 19 | JMBS | JANUS DETROIT STR TR | $22.6M | 1.23% | 533,881 | 减持 |
| 20 | AGG | ISHARES TR | $19.6M | 1.07% | 207,809 | 减持 |
| 21 | VXUS | VANGUARD STAR FDS | $18.2M | 0.99% | 213,841 | 减持 |
| 22 | WFC | WELLS FARGO & CO | $17.4M | 0.95% | 216,792 | 减持 |
| 23 | META | META PLATFORMS INC | $16.9M | 0.93% | 23,364 | 增持 |
| 24 | ACWX | ISHARES TR | $16.9M | 0.92% | 223,643 | 减持 |
| 25 | VOO | VANGUARD INDEX FDS | $13.6M | 0.74% | 19,347 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR