Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/25 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 221
- 較 2022 年第 1 季 +6
- 總值
- $4.76 億
- 較 2022 年第 1 季 −$3,936 萬 (−7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 1,828,598 | $1.31 億 | 27.6% | +233,351+14.6% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 372,968 | $6,433 萬 | 13.5% | +15,301+4.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 231,596 | $1,589 萬 | 3.3% | +16,914+7.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 32,262 | $1,217 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 75,466 | $1,032 萬 | 2.2% | −210−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 46,851 | $831.7 萬 | 1.7% | +4,620+10.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 21,215 | $738.9 萬 | 1.6% | 00.0% | 不變 | – |
| BSYBentley Systems Inc | COM CL B | 219,903 | $732.3 萬 | 1.5% | −404−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,493 | $706.1 萬 | 1.5% | +2,880+11.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,887 | $656.9 萬 | 1.4% | +60.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,609 | $493.5 萬 | 1.0% | +371+4.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,978 | $431.1 萬 | 0.9% | +189+10.6% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $410.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 21,774 | $397.5 萬 | 0.8% | +2,245+11.5% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 118,370 | $389.0 萬 | 0.8% | +450.0% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 15,491 | $380.2 萬 | 0.8% | +1,943+14.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 40,709 | $377.2 萬 | 0.8% | +4,025+11.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 42,758 | $362.2 萬 | 0.8% | +5,880+15.9% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 21,531 | $334.3 萬 | 0.7% | +3,905+22.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,662 | $332.4 萬 | 0.7% | +2,136+18.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,727 | $315.7 萬 | 0.7% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| DISWalt Disney Co | Stock | 32,070 | $302.7 萬 | 0.6% | +17,195+115.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 47,503 | $300.9 萬 | 0.6% | +6,187+15.0% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 65,165 | $298.8 萬 | 0.6% | +322+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,837 | $295.9 萬 | 0.6% | −132−1.2% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 6,500 | $295.4 萬 | 0.6% | +665+11.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 16,853 | $294.4 萬 | 0.6% | +4,117+32.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 13,120 | $276.9 萬 | 0.6% | +2,693+25.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 126,688 | $259.2 萬 | 0.5% | +102+0.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,368 | $258.9 萬 | 0.5% | +13+0.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 12,416 | $258.0 萬 | 0.5% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 15,718 | $253.5 萬 | 0.5% | −1,313−7.7% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 54,225 | $252.0 萬 | 0.5% | +6,475+13.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 17,180 | $248.7 萬 | 0.5% | +210+1.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 11,310 | $247.3 萬 | 0.5% | +128+1.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 14,437 | $240.6 萬 | 0.5% | +2,136+17.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,400 | $239.2 萬 | 0.5% | +682+18.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 22,140 | $221.3 萬 | 0.5% | +2,669+13.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 24,410 | $220.7 萬 | 0.5% | +2,215+10.0% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,859 | $219.9 萬 | 0.5% | +4,313+12.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 39,999 | $209.7 萬 | 0.4% | +8,520+27.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,466 | $205.5 萬 | 0.4% | +40.0% | 加碼 | – |
| ROSTRoss Stores, Inc. | COM | 28,715 | $201.7 萬 | 0.4% | +3,122+12.2% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 18,044 | $199.6 萬 | 0.4% | +2,024+12.6% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 10,809 | $197.6 萬 | 0.4% | +762+7.6% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 57,213 | $195.9 萬 | 0.4% | +6,616+13.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,594 | $195.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 31,139 | $194.4 萬 | 0.4% | +3,705+13.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 871 | $190.5 萬 | 0.4% | +29+3.4% | 加碼 | 歷史 |
| STTState Street Corp | COM | 30,282 | $188.4 萬 | 0.4% | +3,624+13.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 6,505 | $180.6 萬 | 0.4% | +1,375+26.8% | 加碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 41,888 | $169.9 萬 | 0.4% | +5,392+14.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,871 | $161.0 萬 | 0.3% | +2,220+60.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,318 | $158.0 萬 | 0.3% | +220+1.8% | 加碼 | – |
| SJMJ M SMUCKER Co | Stock | 12,082 | $154.7 萬 | 0.3% | +1,528+14.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,217 | $153.0 萬 | 0.3% | +71+2.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,027 | $144.2 萬 | 0.3% | +1,994+24.8% | 加碼 | 歷史 |
| KRKroger Co | Stock | 30,409 | $143.9 萬 | 0.3% | +3,614+13.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 18,608 | $142.1 萬 | 0.3% | +6,042+48.1% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,651 | $139.3 萬 | 0.3% | +1,436+34.1% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 56,332 | $137.3 萬 | 0.3% | +19,791+54.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,279 | $130.0 萬 | 0.3% | −337−1.9% | 減碼 | – |
| SWKStanley Black & Decker, Inc. | COM | 12,296 | $128.9 萬 | 0.3% | +1,801+17.2% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,460 | $128.6 萬 | 0.3% | 00.0% | 不變 | – |
| MELIMercadolibre Inc | COM | 2,000 | $127.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 6,383 | $127.0 萬 | 0.3% | +1,814+39.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 40,802 | $127.0 萬 | 0.3% | +2,287+5.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,248 | $123.1 萬 | 0.3% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 10,633 | $120.9 萬 | 0.3% | +120+1.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,862 | $109.0 萬 | 0.2% | +2,020+20.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,139 | $108.5 萬 | 0.2% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 10,302 | $105.6 萬 | 0.2% | +2,478+31.7% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 5,236 | $102.2 萬 | 0.2% | +2,629+100.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 3,157 | $99.6 萬 | 0.2% | +532+20.3% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 24,634 | $96.7 萬 | 0.2% | +1,303+5.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 30,572 | $95.4 萬 | 0.2% | +11,520+60.5% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $93.9 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 7,145 | $92.5 萬 | 0.2% | −106−1.5% | 減碼 | 歷史 |
| LBAILakeland Bancorp Inc | COM | 62,121 | $90.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,617 | $87.6 萬 | 0.2% | 00.0% | 不變 | – |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $86.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,232 | $85.7 萬 | 0.2% | 00.0% | 不變 | – |
| PCTPureCycle Technologies, Inc. | COM | 111,272 | $82.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 2,114 | $81.5 萬 | 0.2% | +583+38.1% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 18,225 | $80.5 萬 | 0.2% | −211−1.1% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 79,985 | $79.8 萬 | 0.2% | +43,083+116.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,149 | $78.3 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 5,058 | $77.5 萬 | 0.2% | +271+5.7% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $75.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 4,909 | $75.1 萬 | 0.2% | +1,697+52.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,867 | $74.8 萬 | 0.2% | +1,275+35.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 12,539 | $70.0 萬 | 0.1% | +3,048+32.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,888 | $68.4 萬 | 0.1% | +1,593+21.8% | 加碼 | 歷史 |
| VERXVertex, Inc. | Stock | 60,000 | $68.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,996 | $67.5 萬 | 0.1% | +1,104+22.6% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,254 | $67.1 萬 | 0.1% | +71+1.7% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 4,521 | $64.7 萬 | 0.1% | +1,456+47.5% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 9,452 | $63.8 萬 | 0.1% | +187+2.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 938 | $63.2 萬 | 0.1% | −26−2.7% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $63.0 萬 | 0.1% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（13 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 7,391 | $54.4 萬 | 0.1% | – |
| EPAMEPAM Systems, Inc. | COM | 1,805 | $53.5 萬 | 0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,987 | $30.2 萬 | 0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 2,155 | $23.7 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,308 | $23.2 萬 | <0.1% | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 3,115 | $23.1 萬 | <0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,534 | $20.7 萬 | <0.1% | – |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 3,321 | $20.6 萬 | <0.1% | – |
| PINSPinterest, Inc. | CL A | 8,379 | $20.6 萬 | <0.1% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,987 | $20.5 萬 | <0.1% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,427 | $20.3 萬 | <0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,070 | $20.2 萬 | <0.1% | – |
| TMToyota Motor Corp | ADS | 1,118 | $20.2 萬 | <0.1% | 歷史 |