Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/11 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 215
- 較 2021 年第 4 季 +82
- 總值
- $5.15 億
- 較 2021 年第 4 季 +$2.42 億 (+88.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 1,595,247 | $1.39 億 | 27.0% | +1,595,247 | 新進 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 357,667 | $7,458 萬 | 14.5% | +37,248+11.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 214,682 | $1,779 萬 | 3.5% | +25,601+13.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 32,262 | $1,457 萬 | 2.8% | +9,045+39.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 75,676 | $1,321 萬 | 2.6% | +21,175+38.9% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 220,307 | $973.3 萬 | 1.9% | −542−0.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 21,215 | $880.8 萬 | 1.7% | −1,694−7.4% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,881 | $778.9 萬 | 1.5% | +8+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,613 | $758.8 萬 | 1.5% | +8,428+52.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 42,231 | $748.5 萬 | 1.5% | +23,573+126.3% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 118,325 | $547.1 萬 | 1.1% | −13,173−10.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,789 | $497.6 萬 | 1.0% | +802+81.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,480 | $482.5 萬 | 0.9% | +422+39.9% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $471.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,238 | $471.1 萬 | 0.9% | +8,611+1,373.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 126,586 | $451.7 萬 | 0.9% | +60.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 19,529 | $418.8 萬 | 0.8% | +14,517+289.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,969 | $387.1 萬 | 0.8% | +469+4.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,031 | $378.7 萬 | 0.7% | +1,153+7.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 36,684 | $371.3 萬 | 0.7% | +31,927+671.2% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 64,843 | $331.5 萬 | 0.6% | +131+0.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,355 | $323.5 萬 | 0.6% | +219+1.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 12,416 | $310.5 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 11,182 | $310.4 萬 | 0.6% | +2,480+28.5% | 加碼 | – |
| SYYSysco Corp | Stock | 36,878 | $302.8 萬 | 0.6% | +36,878 | 新進 | 歷史 |
| DGDollar General Corp | COM | 13,548 | $301.6 萬 | 0.6% | +13,548 | 新進 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 5,835 | $301.0 萬 | 0.6% | +4,504+338.4% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 17,626 | $300.4 萬 | 0.6% | +17,626 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 11,526 | $278.7 萬 | 0.5% | +8,675+304.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,970 | $276.3 萬 | 0.5% | +14,924+729.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 41,316 | $257.9 萬 | 0.5% | +36,499+757.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,736 | $257.5 萬 | 0.5% | +12,736 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 47,750 | $256.0 萬 | 0.5% | +47,750 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 33,546 | $252.1 萬 | 0.5% | +33,546 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 22,195 | $247.6 萬 | 0.5% | +22,195 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 10,427 | $238.3 萬 | 0.5% | +10,427 | 新進 | 歷史 |
| EFXEquifax Inc | COM | 10,047 | $238.2 萬 | 0.5% | +2,224+28.4% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,000 | $237.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 842 | $235.2 萬 | 0.5% | +118+16.3% | 加碼 | 歷史 |
| STTState Street Corp | COM | 26,658 | $233.8 萬 | 0.5% | +26,658 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 25,593 | $231.5 萬 | 0.4% | +25,593 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,718 | $219.7 萬 | 0.4% | +3,718 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 16,020 | $219.2 萬 | 0.4% | +16,020 | 新進 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,462 | $216.0 萬 | 0.4% | +30.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 11,594 | $209.4 萬 | 0.4% | +1,804+18.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,301 | $205.9 萬 | 0.4% | +10,497+581.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 14,875 | $204.0 萬 | 0.4% | +621+4.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 19,471 | $185.3 萬 | 0.4% | +16,974+679.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,146 | $175.2 萬 | 0.3% | +67+2.2% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 27,434 | $173.2 萬 | 0.3% | +27,434 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 5,130 | $173.0 萬 | 0.3% | +4,088+392.3% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 50,597 | $169.9 萬 | 0.3% | +50,597 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,098 | $165.7 萬 | 0.3% | +3,881+47.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 31,479 | $163.0 萬 | 0.3% | +20,620+189.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 38,515 | $158.8 萬 | 0.3% | −11,301−22.7% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,616 | $157.4 萬 | 0.3% | −35−0.2% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,460 | $155.5 萬 | 0.3% | +7,460 | 新進 | – |
| KRKroger Co | Stock | 26,795 | $153.7 萬 | 0.3% | +26,795 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,248 | $147.4 萬 | 0.3% | −39−1.2% | 減碼 | – |
| SWKStanley Black & Decker, Inc. | COM | 10,495 | $146.7 萬 | 0.3% | +10,495 | 新進 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 10,554 | $142.9 萬 | 0.3% | +10,554 | 新進 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 36,496 | $140.3 萬 | 0.3% | +36,496 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,033 | $122.7 萬 | 0.2% | +5,877+272.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 4,569 | $122.2 萬 | 0.2% | +4,569 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $118.8 萬 | 0.2% | +15,552 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,139 | $117.1 萬 | 0.2% | +9,139 | 新進 | – |
| BABAAlibaba Group Holding Ltd | ADR | 10,513 | $114.4 萬 | 0.2% | +16+0.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,566 | $114.3 萬 | 0.2% | +8,196+187.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,215 | $112.1 萬 | 0.2% | +4,215 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,651 | $109.3 萬 | 0.2% | +3,036+493.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 23,331 | $109.2 萬 | 0.2% | +4,088+21.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 7,251 | $108.0 萬 | 0.2% | +7,251 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 7,824 | $105.5 萬 | 0.2% | +7,824 | 新進 | 歷史 |
| VFCV F Corp | Stock | 18,436 | $104.8 萬 | 0.2% | +372+2.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 964 | $103.9 萬 | 0.2% | +439+83.6% | 加碼 | 歷史 |
| LBAILakeland Bancorp Inc | COM | 62,121 | $103.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,232 | $97.0 萬 | 0.2% | +6,232 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,617 | $96.7 萬 | 0.2% | +8,617 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,062 | $96.6 萬 | 0.2% | +2,018+98.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,149 | $94.5 萬 | 0.2% | −3,815−47.9% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 36,541 | $94.3 萬 | 0.2% | +452+1.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,040 | $94.2 萬 | 0.2% | +440+9.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,625 | $93.8 萬 | 0.2% | +2,625 | 新進 | 歷史 |
| VERXVertex, Inc. | Stock | 60,000 | $92.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $89.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 111,272 | $89.0 萬 | 0.2% | +111,272 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $85.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 9,265 | $83.1 萬 | 0.2% | +9,265 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,842 | $81.4 萬 | 0.2% | +4,149+72.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,787 | $77.6 萬 | 0.2% | +2,818+143.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,183 | $77.2 萬 | 0.1% | +473+12.7% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $74.9 萬 | 0.1% | +15,000 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 9,584 | $74.8 萬 | 0.1% | +4,376+84.0% | 加碼 | – |
| INTUIntuit Inc. | Stock | 1,531 | $73.6 萬 | 0.1% | +1,531 | 新進 | 歷史 |
| BABoeing Co | Stock | 3,700 | $70.9 萬 | 0.1% | +482+15.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,610 | $70.0 萬 | 0.1% | +2,610 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,478 | $69.9 萬 | 0.1% | +6,478 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 4,892 | $66.7 萬 | 0.1% | +1,594+48.3% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,215 | $66.3 萬 | 0.1% | +154+14.5% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 890 | $66.0 萬 | 0.1% | +24+2.8% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（10 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 11,032 | $438.9 萬 | 1.6% | – |
| CNOCNO Financial Group, Inc. | COM | 41,079 | $97.9 萬 | 0.4% | 歷史 |
| CONECyrusOne Holdco LLC | COM | 7,727 | $69.3 萬 | 0.3% | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $45.1 萬 | 0.2% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,296 | $41.9 萬 | 0.2% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,810 | $28.5 萬 | 0.1% | – |
| SHOPShopify Inc. | Stock | 190 | $26.2 萬 | 0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 1,710 | $25.9 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,108 | $24.6 萬 | 0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,869 | $23.2 萬 | 0.1% | – |