Legacy Trust 13F 持仓 · 2026年Q2
Legacy Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 210 只证券，申报市值合计 5.66 亿美元。前几大持仓：IVV（5.52%）、AAPL（4.91%）、PANW（4.07%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $31.2M | 5.52% | 41,688 | 减持 |
| 2 | AAPL | APPLE INC | $27.7M | 4.91% | 95,877 | 减持 |
| 3 | PANW | PALO ALTO NETWORKS INC | $23.0M | 4.07% | 67,441 | 减持 |
| 4 | URI | UNITED RENTALS INC | $19.6M | 3.46% | 17,263 | 减持 |
| 5 | GOOGL | ALPHABET INC | $18.8M | 3.33% | 52,660 | 减持 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.5M | 3.27% | 38,747 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $16.4M | 2.90% | 43,996 | 减持 |
| 8 | GS | GOLDMAN SACHS GROUP INC | $15.3M | 2.71% | 15,155 | 减持 |
| 9 | GWW | WW GRAINGER INC | $12.8M | 2.26% | 9,381 | 减持 |
| 10 | CMI | CUMMINS INC | $12.7M | 2.24% | 17,796 | 减持 |
| 11 | V | VISA INC | $12.2M | 2.15% | 35,430 | 减持 |
| 12 | JNJ | JOHNSON & JOHNSON | $11.4M | 2.01% | 44,753 | 减持 |
| 13 | IJR | ISHARES TR | $11.2M | 1.98% | 75,604 | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $10.6M | 1.88% | 14,247 | 增持 |
| 15 | AXP | AMERICAN EXPRESS CO | $10.6M | 1.87% | 31,345 | 减持 |
| 16 | SYK | STRYKER CORPORATION | $9.5M | 1.68% | 30,167 | 减持 |
| 17 | AMZN | AMAZON COM INC | $9.1M | 1.60% | 38,019 | 减持 |
| 18 | LNG | CHENIERE ENERGY INC | $8.9M | 1.58% | 37,337 | 减持 |
| 19 | RTX | RTX CORPORATION | $8.9M | 1.57% | 46,824 | 减持 |
| 20 | IJH | ISHARES TR | $8.6M | 1.51% | 110,950 | 减持 |
| 21 | META | META PLATFORMS INC | $8.4M | 1.49% | 14,927 | 增持 |
| 22 | EXPE | EXPEDIA GROUP INC | $8.1M | 1.44% | 31,736 | 减持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $8.1M | 1.43% | 8,671 | 增持 |
| 24 | IWV | ISHARES TR | $7.8M | 1.38% | 18,331 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $7.8M | 1.38% | 23,810 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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