CIK: 0001772483
申報總市值
US$5.2億
申報季度: 2026-03-31 · 持股檔數: 203
Legacy Trust在最新一期 13F 報告中揭露了 203 項持股，申報期為 2026-03-31，總持股市值約為 US$5.2億，季度換手率為 15.1%。
Legacy Trust 目前揭露的持股，Herfindahl 集中度指數為 0.019——換算下來相當於約 52 個等權重部位，明顯低於其實際揭露的 203 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 1.70），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
AI 引用使用條款
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減碼 JPM
-39.0% -US$568.0萬
減碼 MSFT
+2.4% -US$464.8萬
加碼 CRM
+1245.3% US$378.3萬
加碼 LNG
-0.1% US$333.7萬
減碼 NVDA
-14.2% -US$322.4萬
加碼 SYK
+36.2% US$214.7萬
僅顯示前 200 大持股（共 203 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 6.10% | -0.22% | +1.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.39% | +0.30% | +8.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.79% | +2.35% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.00% | -0.18% | +0.29% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.78% | +0.32% | -0.81% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | -0.55% | -14.22% | |
| 7 | GS | Goldman Sachs Group INC | 股票-金融 | 2.50% | -0.04% | -0.32% | |
| 8 | URI | United Rentals INC | 股票-工業 | 2.43% | -0.19% | +0.78% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 2.27% | +0.16% | -0.18% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.11% | +0.41% | +2.67% | |
| 11 | PANW | Palo Alto Networks INC | 股票-科技 | 2.10% | -0.19% | +2.67% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.07% | -0.23% | +1.66% | |
| 13 | LNG | Cheniere Energy INC | 股票-能源 | 2.03% | +0.67% | -0.08% | |
| 14 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.00% | -0.11% | +2.45% | |
| 15 | GWW | Ww Grainger INC | 股票-工業 | 1.98% | +0.21% | +0.91% | |
| 16 | SYK | Stryker CORP | 股票-醫療保健 | 1.92% | +0.45% | +36.18% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.87% | -0.30% | +2.94% | |
| 18 | CMI | Cummins INC | 股票-工業 | 1.85% | — | -0.99% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.84% | — | +1.38% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.74% | -0.05% | -0.29% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.63% | +0.27% | +1.19% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -0.18% | +1.29% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.49% | +0.13% | +4.53% | |
| 24 | EXPE | Expedia Group INC | 股票-循環性消費 | 1.41% | -0.26% | +1.22% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -1.03% | -38.96% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.34% | -0.08% | -4.15% | |
| 27 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 1.07% | -0.19% | +2.49% | |
| 28 | QCOM | Qualcomm INC | 股票-科技 | 1.02% | -0.27% | +2.50% | |
| 29 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.95% | -0.23% | +1.74% | |
| 30 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.93% | -0.10% | +3.38% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.90% | — | +1.49% | |
| 32 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.89% | +0.15% | +2.01% | |
| 33 | ALB | Albemarle CORP | 股票-原物料 | 0.88% | +0.20% | +0.38% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.81% | +0.73% | +1245.31% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | — | +9.88% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.80% | — | +0.16% | |
| 37 | ALLY | Ally Financial INC | 股票-金融 | 0.78% | -0.07% | +3.65% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.74% | — | +0.71% | |
| 39 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.70% | -0.07% | +4.75% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.69% | — | +3.08% | |
| 41 | INCY | Incyte CORP | 股票-醫療保健 | 0.67% | — | +2.98% | |
| 42 | UBER | Uber Technologies INC | 股票-工業 | 0.66% | — | +14.96% | |
| 43 | HD | Home Depot INC | 股票-循環性消費 | 0.66% | -0.09% | -10.08% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.63% | +0.13% | — | |
| 45 | CHWY | Chewy INC - Class A | 股票-循環性消費 | 0.61% | -0.08% | +4.94% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | — | +2.78% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.54% | — | +13.02% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.16% | -1.11% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.20% | +14.36% | |
| 50 | TJX | Tjx Companies INC | 股票-循環性消費 | 0.48% | — | +1.61% |
Q3 2026績效
+3.7%
近4個季度績效
+19.1%
根據可取得價格的持股（佔申報價值的69%）計算
Legacy Trust 在 2026-03-31 最顯著的持倉異動： 新建倉: Eaton Corporation plc (ETN); 新建倉: Applied Materials INC (AMAT); 新建倉: Northrop Grumman CORP (NOC); 減碼: Jpmorgan Chase & Co (JPM) — 股數 -38.96%; 加碼: Microsoft CORP (MSFT) — 股數 +2.35%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +0.7% | +1245.31% | 加碼 |
| 2 | LNG | Cheniere Energy INC | +0.7% | -0.08% | 減碼 |
| 3 | SYK | Stryker CORP | +0.5% | +36.18% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.4% | +2.67% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.81% | 減碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +8.31% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.3% | +1.19% | 加碼 |
| 8 | GWW | Ww Grainger INC | +0.2% | +0.91% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +14.36% | 加碼 |
| 10 | ALB | Albemarle CORP | +0.2% | +0.38% | 加碼 |
| 11 | EOG | Eog Resources INC | +0.2% | +14.79% | 加碼 |
| 12 | RTX | Rtx CORP | +0.2% | -0.18% | 減碼 |
| 13 | 6D8 | Dupont De Nemours INC | +0.2% | +2.01% | 加碼 |
| 14 | KLAC | Kla CORP | +0.1% | — | 不變 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.53% | 加碼 |
| 16 | VLO | Valero Energy CORP | +0.1% | -0.52% | 減碼 |
| 17 | AVGO | Broadcom INC | +0.1% | +53.86% | 加碼 |
| 18 | GS | Goldman Sachs Group INC | 0% | -0.32% | 減碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.29% | 減碼 |
| 20 | WYNN | Wynn Resorts LTD | -0.1% | +4.75% | 加碼 |
| 21 | ALLY | Ally Financial INC | -0.1% | +3.65% | 加碼 |
| 22 | IWV | Ishares Russell 3000 ETF | -0.1% | -4.15% | 減碼 |
| 23 | CHWY | Chewy INC - Class A | -0.1% | +4.94% | 加碼 |
| 24 | IWF | Ishares Russell 1000 Growth | -0.1% | -7.06% | 減碼 |
| 25 | HD | Home Depot INC | -0.1% | -10.08% | 減碼 |
| 26 | PYPL | Paypal Holdings INC | -0.1% | +4.75% | 加碼 |
| 27 | LEN | Lennar Corp-a | -0.1% | +3.38% | 加碼 |
| 28 | ADBE | Adobe INC | -0.1% | -0.18% | 減碼 |
| 29 | AMZN | Amazon.com INC | -0.1% | +2.45% | 加碼 |
| 30 | EL | Estee Lauder Companies-cl A | -0.1% | +9.92% | 加碼 |
| 31 | INTU | Intuit INC | -0.1% | -16.36% | 減碼 |
| 32 | EW | Edwards Lifesciences CORP | -0.1% | -50.59% | 減碼 |
| 33 | ORCL | Oracle CORP | -0.2% | -1.11% | 減碼 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.29% | 加碼 |
| 35 | META | Meta Platforms Inc-class A | -0.2% | +1.29% | 加碼 |
| 36 | PANW | Palo Alto Networks INC | -0.2% | +2.67% | 加碼 |
| 37 | URI | United Rentals INC | -0.2% | +0.78% | 加碼 |
| 38 | ISRG | Intuitive Surgical INC | -0.2% | +2.49% | 加碼 |
| 39 | AAPL | Apple INC | -0.2% | +1.02% | 加碼 |
| 40 | V | Visa Inc-class A Shares | -0.2% | +1.66% | 加碼 |
| 41 | TTWO | Take-two Interactive Softwre | -0.2% | +1.74% | 加碼 |
| 42 | EXPE | Expedia Group INC | -0.3% | +1.22% | 加碼 |
| 43 | QCOM | Qualcomm INC | -0.3% | +2.50% | 加碼 |
| 44 | AXP | American Express Co | -0.3% | +2.94% | 加碼 |
| 45 | NVDA | Nvidia CORP | -0.6% | -14.22% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.8% | +2.35% | 加碼 |
| 47 | JPM | Jpmorgan Chase & Co | -1% | -38.96% | 減碼 |
| 48 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 49 | AMAT | Applied Materials INC | — | NEW | 新建倉 |
| 50 | NOC | Northrop Grumman CORP | — | NEW | 新建倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026 Q1 | 2026-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025 Q4 | 2026-01-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025 Q3 | 2025-10-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025 Q2 | 2025-07-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025 Q1 | 2025-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2024 Q4 | 2025-01-23 | 13F-HR | 在 EDGAR 上查看 |
| 2024 Q3 | 2024-10-29 | 13F-HR | 在 EDGAR 上查看 |
| 2024 Q2 | 2024-07-16 | 13F-HR | 在 EDGAR 上查看 |
| 2024 Q1 | 2024-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2023 Q4 | 2024-01-24 | 13F-HR | 在 EDGAR 上查看 |
| 2023 Q3 | 2023-10-16 | 13F-HR | 在 EDGAR 上查看 |
| 2023 Q2 | 2023-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2023 Q1 | 2023-04-19 | 13F-HR | 在 EDGAR 上查看 |
| 2022 Q4 | 2023-04-03 | 13F-HR | 在 EDGAR 上查看 |
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資料過舊，未更新
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以程式化方式存取 Legacy Trust 的機構檔案：
REST API
curl https://alphasmo.com/api/v1/institutions/legacy-trustCLI 指令
npx alphasmo institutions get legacy-trust