Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 133
- 較 2021 年第 3 季 +6
- 總值
- $2.73 億
- 較 2021 年第 3 季 +$2,245 萬 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| STONStonemor Inc. | COM | 11,200 | $2.60 萬 | <0.1% | −149,815−93.0% | 減碼 | 歷史 |
| NEUENeueHealth, Inc. | COM | 10,000 | $3.40 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 20,258 | $7.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REEDReed's, Inc. | COM | 300,000 | $10.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 1,098 | $20.3 萬 | 0.1% | +1,098 | 新進 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 50,000 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 1,001 | $20.9 萬 | 0.1% | +1,001 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 3,263 | $21.7 萬 | 0.1% | −79−2.4% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 1,995 | $21.8 萬 | 0.1% | −41−2.0% | 減碼 | – |
| PGRProgressive Corp | Stock | 2,145 | $22.0 萬 | 0.1% | +2,145 | 新進 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,534 | $22.3 萬 | 0.1% | +1,534 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,869 | $23.2 萬 | 0.1% | +2,869 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,575 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 3,701 | $23.5 萬 | 0.1% | +3,701 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,497 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 861 | $23.8 萬 | 0.1% | +861 | 新進 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $23.8 萬 | 0.1% | 00.0% | 不變 | – |
| KMIKinder Morgan, Inc. | Stock | 15,061 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,046 | $24.0 萬 | 0.1% | −82−3.9% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 8,000 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,108 | $24.6 萬 | 0.1% | −18−1.6% | 減碼 | – |
| CPRTCopart Inc | COM | 1,635 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,798 | $25.3 萬 | 0.1% | +57+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 615 | $25.5 萬 | 0.1% | −13−2.1% | 減碼 | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 5,334 | $25.8 萬 | 0.1% | −3−0.1% | 減碼 | – |
| UPSTUpstart Holdings, Inc. | COM | 1,710 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 190 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 10,000 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,308 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| INSTInstructure Holdings, Inc. | COM | 11,110 | $26.6 萬 | 0.1% | +11,110 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,969 | $26.7 萬 | 0.1% | −195−9.0% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 5,977 | $28.3 萬 | 0.1% | −41−0.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,817 | $28.5 萬 | 0.1% | +60+1.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,810 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,033 | $28.5 萬 | 0.1% | +19+0.9% | 加碼 | – |
| PINSPinterest, Inc. | CL A | 8,270 | $30.1 萬 | 0.1% | −1,700−17.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,039 | $30.4 萬 | 0.1% | +36+3.6% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 36,902 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,671 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,804 | $31.3 萬 | 0.1% | −214−10.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 627 | $31.5 萬 | 0.1% | +49+8.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,270 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,348 | $32.7 萬 | 0.1% | −827−13.4% | 減碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 4,682 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,722 | $33.2 萬 | 0.1% | +11+0.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 742 | $34.0 萬 | 0.1% | +2+0.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 3,408 | $34.1 萬 | 0.1% | −344−9.2% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 2,156 | $35.3 萬 | 0.1% | +249+13.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,614 | $39.6 萬 | 0.1% | −809−9.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,415 | $40.0 萬 | 0.1% | −420−6.1% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,296 | $41.9 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,042 | $43.2 萬 | 0.2% | +388+59.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,208 | $43.2 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 5,693 | $43.6 萬 | 0.2% | −435−7.1% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $45.1 萬 | 0.2% | +1 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 4,837 | $45.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STBAS&T Bancorp Inc | COM | 14,502 | $45.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,601 | $46.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 4,757 | $49.1 萬 | 0.2% | +949+24.9% | 加碼 | 歷史 |
| DBXDropbox, Inc. | CL A | 20,753 | $50.9 萬 | 0.2% | +753+3.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,370 | $51.1 萬 | 0.2% | −539−11.0% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,044 | $52.1 萬 | 0.2% | −2,748−57.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,298 | $52.2 萬 | 0.2% | −19−0.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,227 | $54.2 萬 | 0.2% | +1,027+46.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 10,065 | $54.4 萬 | 0.2% | +160+1.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 525 | $55.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 8,025 | $57.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 12,298 | $59.8 萬 | 0.2% | −164−1.3% | 減碼 | – |
| HYFMHydrofarm Holdings Group, Inc. | COM | 21,188 | $59.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,595 | $60.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 17,707 | $62.5 萬 | 0.2% | −924−5.0% | 減碼 | – |
| PFEPfizer Inc | Stock | 10,859 | $64.1 萬 | 0.2% | −987−8.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,851 | $64.1 萬 | 0.2% | −130−4.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,218 | $64.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RPDRapid7, Inc. | COM | 5,642 | $66.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,331 | $69.0 萬 | 0.3% | +231+21.0% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,061 | $69.2 萬 | 0.3% | −145−12.0% | 減碼 | 歷史 |
| CONECyrusOne Holdco LLC | COM | 7,727 | $69.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,767 | $72.6 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 866 | $73.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GILGildan Activewear Inc. | Stock | 17,361 | $73.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,710 | $74.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 4,600 | $75.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,351 | $77.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PHRPhreesia, Inc. | COM | 19,000 | $79.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 36,089 | $79.3 萬 | 0.3% | +96+0.3% | 加碼 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $79.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,600 | $83.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $88.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 1,377 | $90.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 8,631 | $94.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VERXVertex, Inc. | Stock | 60,000 | $95.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 19,243 | $96.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 41,079 | $97.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,012 | $107.4 萬 | 0.4% | −75−1.5% | 減碼 | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 20,000 | $108.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,217 | $115.8 萬 | 0.4% | +31+0.4% | 加碼 | – |
| LBAILakeland Bancorp Inc | COM | 62,121 | $118.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,497 | $124.7 萬 | 0.5% | −265−2.5% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（5 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FSKFS KKR Capital Corp | COM | 16,840 | $38.2 萬 | 0.2% | 歷史 |
| UPWheels Up Experience Inc. | COMMON STOCK | 55,836 | $36.8 萬 | 0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,137 | $24.8 萬 | 0.1% | – |
| ASANAsana, Inc. | CL A | 2,201 | $22.9 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 858 | $22.3 萬 | 0.1% | 歷史 |