Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/13 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 127
- 較 2021 年第 2 季 +3
- 總值
- $2.50 億
- 較 2021 年第 2 季 +$377.2 萬 (+1.5%)
| 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 | 306,549 | $6,053 萬 | 24.2% | +29,458+10.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 172,803 | $1,532 萬 | 6.1% | +22,796+15.2% | 加碼 | – |
| BSYBentley Systems Inc | COM CL B | 222,487 | $1,349 萬 | 5.4% | +3,232+1.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,200 | $995.6 萬 | 4.0% | +16+0.1% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 131,498 | $993.5 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 24,444 | $967.3 萬 | 3.9% | −1,427−5.5% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,361 | $786.8 萬 | 3.1% | −156−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 55,041 | $778.8 萬 | 3.1% | +170+0.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 126,580 | $567.1 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,030 | $544.0 萬 | 2.2% | +168+1.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,429 | $463.2 萬 | 1.9% | +194+1.2% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $429.5 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,757 | $385.0 萬 | 1.5% | +76+0.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,066 | $350.2 萬 | 1.4% | +14+1.3% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 14,416 | $348.4 萬 | 1.4% | 00.0% | 不變 | – |
| MELIMercadolibre Inc | COM | 2,000 | $335.9 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,126 | $300.5 萬 | 1.2% | +90.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 18,528 | $299.2 萬 | 1.2% | +174+0.9% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 64,215 | $295.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,010 | $270.0 萬 | 1.1% | +38+3.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 14,466 | $244.7 萬 | 1.0% | +373+2.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 50,885 | $216.0 萬 | 0.9% | +1,230+2.5% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,747 | $212.3 萬 | 0.8% | 00.0% | 不變 | – |
| EFXEquifax Inc | COM | 7,838 | $198.6 萬 | 0.8% | +15+0.2% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,455 | $195.9 萬 | 0.8% | +40.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 732 | $195.1 萬 | 0.8% | +6+0.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,079 | $191.6 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,964 | $176.8 萬 | 0.7% | +400+5.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 20,292 | $175.1 萬 | 0.7% | −191−0.9% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 9,790 | $160.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,762 | $159.3 萬 | 0.6% | −4,735−30.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,248 | $139.9 萬 | 0.6% | 00.0% | 不變 | – |
| DOCUDocuSign, Inc. | Stock | 4,766 | $122.7 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 18,069 | $121.0 萬 | 0.5% | +50.0% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 19,000 | $117.2 萬 | 0.5% | −1,999−9.5% | 減碼 | 歷史 |
| VERXVertex, Inc. | Stock | 60,000 | $115.3 萬 | 0.5% | +60,000 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,792 | $113.5 萬 | 0.5% | +520+12.2% | 加碼 | – |
| LBAILakeland Bancorp Inc | COM | 62,121 | $109.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 19,243 | $107.6 萬 | 0.4% | +30+0.2% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,186 | $104.2 萬 | 0.4% | +28+0.3% | 加碼 | – |
| CNOCNO Financial Group, Inc. | COM | 41,079 | $96.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 8,631 | $96.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 1,377 | $93.1 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,087 | $92.6 萬 | 0.4% | +39+0.8% | 加碼 | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 20,000 | $92.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,206 | $87.7 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $82.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HYFMHydrofarm Holdings Group, Inc. | COM | 21,188 | $80.2 萬 | 0.3% | +21,188 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 35,993 | $77.9 萬 | 0.3% | +97+0.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,600 | $77.1 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,710 | $72.6 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,218 | $70.8 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 866 | $68.4 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,600 | $68.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $67.9 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 18,631 | $64.2 萬 | 0.3% | +262+1.4% | 加碼 | – |
| RPDRapid7, Inc. | COM | 5,642 | $63.8 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| GILGildan Activewear Inc. | Stock | 17,361 | $63.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 2,981 | $63.4 萬 | 0.3% | +24+0.8% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,351 | $62.9 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 12,462 | $60.9 萬 | 0.2% | −121−1.0% | 減碼 | – |
| CONECyrusOne Holdco LLC | COM | 7,727 | $59.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,595 | $58.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| DBXDropbox, Inc. | CL A | 20,000 | $58.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 8,025 | $57.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,317 | $54.3 萬 | 0.2% | +19+0.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,909 | $54.2 萬 | 0.2% | +546+12.5% | 加碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 1,710 | $54.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 9,905 | $53.8 萬 | 0.2% | +176+1.8% | 加碼 | – |
| PFEPfizer Inc | Stock | 11,846 | $51.0 萬 | 0.2% | +2,750+30.2% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 9,970 | $50.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 4,837 | $49.8 萬 | 0.2% | 00.0% | 不變依 1 比 8 拆股換算 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,299 | $48.3 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,128 | $46.0 萬 | 0.2% | +341+5.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,423 | $45.5 萬 | 0.2% | +685+8.9% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,100 | $43.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STBAS&T Bancorp Inc | COM | 14,502 | $42.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 525 | $40.7 萬 | 0.2% | +5+1.0% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,208 | $40.7 萬 | 0.2% | −89−1.7% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,835 | $40.4 萬 | 0.2% | +362+5.6% | 加碼 | 歷史 |
| STONStonemor Inc. | COM | 161,015 | $39.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FSKFS KKR Capital Corp | COM | 16,840 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 3,752 | $37.6 萬 | 0.2% | +30+0.8% | 加碼 | – |
| DDOGDatadog, Inc. | CL A COM | 2,601 | $36.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| UPWheels Up Experience Inc. | COMMON STOCK | 55,836 | $36.8 萬 | 0.1% | +55,836 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,175 | $36.3 萬 | 0.1% | +602+10.8% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 36,902 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,200 | $34.4 萬 | 0.1% | 00.0% | 不變 | – |
| JDJD.com, Inc. | SPON ADS CL A | 4,682 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,711 | $33.6 萬 | 0.1% | +11+0.2% | 加碼 | – |
| CVSCVS Health Corp | Stock | 3,808 | $32.3 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,018 | $30.4 萬 | 0.1% | +118+6.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 740 | $29.8 萬 | 0.1% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 4,671 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,810 | $28.3 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,907 | $26.7 萬 | 0.1% | +44+2.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,003 | $26.6 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,308 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 190 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 10,000 | $25.8 萬 | 0.1% | +10,000 | 新進 | – |
2021 年第 2 季之後清倉（6 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| QTSQTS Realty Trust, Inc. | COM CL A | 9,515 | $73.6 萬 | 0.3% | 歷史 |
| TLNDTalend S.A. | ADS | 7,165 | $47.0 萬 | 0.2% | 歷史 |
| PGRProgressive Corp | Stock | 2,140 | $21.0 萬 | 0.1% | 歷史 |
| SEICSEI Investments Co | COM | 3,354 | $20.8 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 1,038 | $20.6 萬 | 0.1% | 歷史 |
| XELBXCel Brands, Inc. | COM NEW | 60,792 | $18.2 萬 | 0.1% | 歷史 |