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 |
|---|---|---|---|---|---|---|---|
| VRMVroom, Inc. | COM | 10,000 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEUENeueHealth, Inc. | COM | 20,000 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EGLXFEnthusiast Gaming Holdings Inc. / Canada | COM | 18,996 | $3.80 萬 | <0.1% | +18,996 | 新進 | 歷史 |
| CGNTCognyte Software Ltd. | ORD SHS | 10,073 | $4.30 萬 | <0.1% | +10,073 | 新進 | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 20,258 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REEDReed's, Inc. | COM | 300,000 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OSUROrasure Technologies Inc | COM | 20,650 | $5.60 萬 | <0.1% | +8,403+68.6% | 加碼 | 歷史 |
| HYFMHydrofarm Holdings Group, Inc. | COM | 21,188 | $7.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMAntero Midstream Corp | Stock | 14,000 | $12.7 萬 | <0.1% | +14,000 | 新進 | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $13.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 32,026 | $14.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 50,000 | $15.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 10,000 | $17.8 萬 | <0.1% | 00.0% | 不變 | – |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $19.5 萬 | <0.1% | 00.0% | 不變 | – |
| ABMDAbiomed Inc | COM | 814 | $20.1 萬 | <0.1% | +814 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,575 | $20.8 萬 | <0.1% | 00.0% | 不變 | – |
| AZTAAzenta, Inc. | COM | 2,918 | $21.0 萬 | <0.1% | +2,918 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,654 | $21.1 萬 | <0.1% | +276+20.0% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 1,946 | $21.1 萬 | <0.1% | +97+5.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 1,160 | $21.4 萬 | <0.1% | +304+35.5% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 4,659 | $21.6 萬 | <0.1% | +1,074+30.0% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 754 | $21.7 萬 | <0.1% | +754 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,453 | $22.0 萬 | <0.1% | −8−0.5% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 8,038 | $22.0 萬 | <0.1% | −32−0.4% | 減碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 85,938 | $22.9 萬 | <0.1% | +85,938 | 新進 | 歷史 |
| VRNTVerint Systems Inc | COM | 5,507 | $23.3 萬 | <0.1% | +5,507 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 951 | $23.5 萬 | <0.1% | −28−2.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,350 | $23.6 萬 | <0.1% | +1,350 | 新進 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 7,565 | $24.0 萬 | 0.1% | +3,079+68.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,007 | $24.2 萬 | 0.1% | +1,007 | 新進 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,052 | $24.2 萬 | 0.1% | +14+0.7% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 744 | $24.3 萬 | 0.1% | +1+0.1% | 加碼 | – |
| SPOTSpotify Technology S.A. | Stock | 2,595 | $24.3 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,602 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSGPCostar Group, Inc. | COM | 4,144 | $25.0 萬 | 0.1% | +4,144 | 新進 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 3,107 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,272 | $25.2 萬 | 0.1% | −160−11.2% | 減碼 | 歷史 |
| INSTInstructure Holdings, Inc. | COM | 11,110 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBBlackbaud Inc | COM | 4,470 | $26.0 萬 | 0.1% | +4,470 | 新進 | 歷史 |
| CGNXCognex Corp | COM | 6,136 | $26.1 萬 | 0.1% | +3,102+102.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,819 | $26.6 萬 | 0.1% | +152+9.1% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,924 | $26.8 萬 | 0.1% | +887+43.5% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 9,646 | $27.0 萬 | 0.1% | +9,646 | 新進 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,936 | $27.3 萬 | 0.1% | 00.0% | 不變 | – |
| GLPIGaming & Leisure Properties, Inc. | COM | 6,000 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,821 | $27.7 萬 | 0.1% | +37+0.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,733 | $28.0 萬 | 0.1% | −4,104−37.9% | 減碼 | – |
| TAT&T Inc. | Stock | 13,668 | $28.6 萬 | 0.1% | +4,121+43.2% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,454 | $28.8 萬 | 0.1% | +1,454 | 新進 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| JDJD.com, Inc. | SPON ADS CL A | 4,682 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 496 | $30.2 萬 | 0.1% | +221+80.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,537 | $30.8 萬 | 0.1% | +453+21.7% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,885 | $30.9 萬 | 0.1% | −39−0.8% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,671 | $31.1 萬 | 0.1% | +109+4.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,585 | $32.4 萬 | 0.1% | +115+3.3% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 3,259 | $32.5 萬 | 0.1% | −39−1.2% | 減碼 | – |
| RBCRBC Bearings INC | COM | 1,797 | $33.2 萬 | 0.1% | +731+68.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,911 | $33.2 萬 | 0.1% | +79+4.3% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 1,380 | $33.4 萬 | 0.1% | +560+68.3% | 加碼 | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 5,334 | $33.4 萬 | 0.1% | −956−15.2% | 減碼 | – |
| QLYSQualys, Inc. | COM | 2,680 | $33.8 萬 | 0.1% | +1,085+68.0% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,264 | $34.0 萬 | 0.1% | +1,934+58.1% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 1,630 | $34.2 萬 | 0.1% | +577+54.8% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,276 | $34.3 萬 | 0.1% | +698+19.5% | 加碼 | 歷史 |
| ABRArbor Realty Trust Inc | COM | 26,336 | $34.5 萬 | 0.1% | +11,336+75.6% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,650 | $35.0 萬 | 0.1% | +4,650 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 1,652 | $35.2 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 5,547 | $35.3 萬 | 0.1% | −88−1.6% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,020 | $35.4 萬 | 0.1% | +338+49.6% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 2,362 | $35.4 萬 | 0.1% | +2,362 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 740 | $35.7 萬 | 0.1% | −38−4.9% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,130 | $35.9 萬 | 0.1% | +19+0.9% | 加碼 | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 9,996 | $36.3 萬 | 0.1% | 00.0% | 不變 | – |
| JKHYJack Henry & Associates Inc | Stock | 2,025 | $36.5 萬 | 0.1% | +923+83.8% | 加碼 | 歷史 |
| RPDRapid7, Inc. | COM | 5,642 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,470 | $37.8 萬 | 0.1% | +147+11.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,956 | $38.5 萬 | 0.1% | −164−7.7% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,611 | $38.5 萬 | 0.1% | +608+60.6% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 7,224 | $39.1 萬 | 0.1% | +612+9.3% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,257 | $39.1 萬 | 0.1% | +836+58.8% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 1,024 | $39.4 萬 | 0.1% | +408+66.2% | 加碼 | 歷史 |
| STBAS&T Bancorp Inc | COM | 14,502 | $39.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 3,153 | $40.3 萬 | 0.1% | +1,267+67.2% | 加碼 | – |
| HUBSHubSpot Inc | COM | 1,382 | $41.5 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,182 | $41.5 萬 | 0.1% | +476+67.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,125 | $41.9 萬 | 0.1% | −1,937−47.7% | 減碼 | – |
| STONStonemor Inc. | COM | 122,819 | $42.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 6,142 | $42.2 萬 | 0.1% | +6,142 | 新進 | 歷史 |
| AVAVAeroVironment Inc | COM | 5,134 | $42.2 萬 | 0.1% | +2,089+68.6% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,050 | $43.3 萬 | 0.1% | +750+14.2% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,464 | $43.5 萬 | 0.1% | +788+116.6% | 加碼 | 歷史 |
| DBXDropbox, Inc. | CL A | 20,850 | $43.8 萬 | 0.1% | +97+0.5% | 加碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 3,828 | $43.9 萬 | 0.1% | +1,553+68.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,316 | $45.5 萬 | 0.1% | −897−14.4% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,227 | $46.8 萬 | 0.1% | −5−0.2% | 減碼 | – |
| PHRPhreesia, Inc. | COM | 19,000 | $47.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 10,408 | $47.9 萬 | 0.1% | +218+2.1% | 加碼 | – |
| BABoeing Co | Stock | 3,535 | $48.3 萬 | 0.1% | −165−4.5% | 減碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 4,194 | $49.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
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 |