Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 124
- 較 2021 年第 1 季 +2
- 總值
- $2.46 億
- 較 2021 年第 1 季 +$1,994 萬 (+8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P 100 ETF464287101 | ETF | 277,091 | $5,436 萬 | 22.1% | +23,300+9.2% | 加碼 | – |
| BSYBentley Systems Inc | COM CL B | 219,255 | $1,420 萬 | 5.8% | +219,255 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 150,007 | $1,389 萬 | 5.6% | +14,613+10.8% | 加碼依 2 比 1 拆股換算 | – |
| RBLXRoblox Corp | Stock | 131,498 | $1,183 萬 | 4.8% | +131,498 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 25,871 | $1,018 萬 | 4.1% | +6,703+35.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,184 | $992.4 萬 | 4.0% | +42+0.2% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,517 | $811.0 萬 | 3.3% | +50.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 54,871 | $751.5 萬 | 3.1% | −296−0.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 126,580 | $634.4 萬 | 2.6% | −19,040−13.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,862 | $551.5 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $443.6 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,235 | $439.8 萬 | 1.8% | −341−2.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,681 | $378.6 萬 | 1.5% | −118−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,052 | $361.9 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 15,497 | $351.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 14,416 | $349.0 萬 | 1.4% | 00.0% | 不變 | – |
| MELIMercadolibre Inc | COM | 2,000 | $311.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,354 | $302.4 萬 | 1.2% | −769−4.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,117 | $297.1 萬 | 1.2% | +90.0% | 加碼 | – |
| WTRGEssential Utilities, Inc. | COM | 64,215 | $293.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 14,093 | $247.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 972 | $237.3 萬 | 1.0% | +3+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,747 | $210.3 萬 | 0.9% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 49,655 | $204.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,451 | $199.1 萬 | 0.8% | +40.0% | 加碼 | – |
| EFXEquifax Inc | COM | 7,823 | $187.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 726 | $182.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 20,483 | $176.2 萬 | 0.7% | +8,077+65.1% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 3,078 | $169.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,564 | $168.5 萬 | 0.7% | +1,455+23.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 9,790 | $162.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 18,064 | $148.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,248 | $139.6 萬 | 0.6% | 00.0% | 不變 | – |
| DOCUDocuSign, Inc. | Stock | 4,765 | $133.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PHRPhreesia, Inc. | COM | 20,999 | $128.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 19,213 | $109.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LBAILakeland Bancorp Inc | COM | 62,121 | $108.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,048 | $105.0 萬 | 0.4% | −1,562−23.6% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,158 | $102.7 萬 | 0.4% | +31+0.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,272 | $101.4 萬 | 0.4% | +128+3.1% | 加碼 | – |
| RGAReinsurance Group of America Inc | COM NEW | 8,631 | $98.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 20,000 | $98.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 41,079 | $97.0 萬 | 0.4% | −2,000−4.6% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,205 | $86.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 35,896 | $86.6 萬 | 0.4% | +90+0.3% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $84.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 1,376 | $80.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 9,970 | $78.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 3,214 | $77.0 萬 | 0.3% | −3,245−50.2% | 減碼 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 19,288 | $76.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 4,596 | $75.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QTSQTS Realty Trust, Inc. | COM CL A | 9,515 | $73.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 2,957 | $72.1 萬 | 0.3% | +18+0.6% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,594 | $71.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,708 | $70.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 865 | $69.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,348 | $65.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 18,369 | $64.2 萬 | 0.3% | +7,221+64.8% | 加碼 | – |
| GILGildan Activewear Inc. | Stock | 17,361 | $64.1 萬 | 0.3% | −3,947−18.5% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 12,583 | $61.6 萬 | 0.3% | +8,329+195.8% | 加碼 | – |
| DBXDropbox, Inc. | CL A | 20,000 | $60.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 8,025 | $59.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,600 | $56.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CONECyrusOne Holdco LLC | COM | 7,727 | $55.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 9,729 | $53.4 萬 | 0.2% | +3,756+62.9% | 加碼 | – |
| RPDRapid7, Inc. | COM | 5,638 | $53.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,296 | $53.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | COM | 38,656 | $52.0 萬 | 0.2% | +6,000+18.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,298 | $51.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,363 | $48.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,100 | $48.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TLNDTalend S.A. | ADS | 7,165 | $47.0 萬 | 0.2% | +619+9.5% | 加碼 | 歷史 |
| STBAS&T Bancorp Inc | COM | 14,502 | $45.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,787 | $45.0 萬 | 0.2% | +21+0.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,738 | $43.4 萬 | 0.2% | +929+13.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,473 | $43.3 萬 | 0.2% | +511+8.6% | 加碼 | 歷史 |
| STONStonemor Inc. | COM | 161,015 | $42.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,297 | $42.0 萬 | 0.2% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 36,902 | $39.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 4,682 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 3,722 | $37.3 萬 | 0.2% | +3,722 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,700 | $36.4 萬 | 0.1% | +5+0.1% | 加碼 | – |
| FSKFS KKR Capital Corp | COM | 16,840 | $36.2 萬 | 0.1% | +16,840 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 9,096 | $35.6 萬 | 0.1% | +64+0.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 520 | $35.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,573 | $35.2 萬 | 0.1% | −5,520−49.8% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,200 | $34.9 萬 | 0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 3,800 | $31.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REEDReed's, Inc. | COM | 300,000 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 740 | $29.5 萬 | 0.1% | +2+0.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,810 | $28.5 萬 | 0.1% | +3,810 | 新進 | – |
| PEPPepsiCo Inc | Stock | 1,900 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,671 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,266 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 190 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,061 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 5,334 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| DDOGDatadog, Inc. | CL A COM | 2,600 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,000 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（8 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PCTPureCycle Technologies, Inc. | COM | 1,067,800 | $2,723 萬 | 12.0% | 歷史 |
| GMGeneral Motors Co | COM | 8,508 | $48.9 萬 | 0.2% | 歷史 |
| FFord Motor Co | Stock | 37,468 | $45.9 萬 | 0.2% | 歷史 |
| FDXFedEx Corp | Stock | 1,574 | $44.7 萬 | 0.2% | 歷史 |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,550 | $43.7 萬 | 0.2% | – |
| MCDMcDonalds Corp | Stock | 1,077 | $24.1 萬 | 0.1% | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 3,042 | $21.1 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 6,905 | $20.9 萬 | 0.1% | 歷史 |