Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/9 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 227
- 較 2022 年第 2 季 +6
- 總值
- $4.53 億
- 較 2022 年第 2 季 −$2,287 萬 (−4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 1,827,696 | $1.16 億 | 25.6% | −9020.0% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 396,225 | $6,439 萬 | 14.2% | +23,257+6.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 74,695 | $1,032 萬 | 2.3% | −771−1.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,287 | $831.8 萬 | 1.8% | −8,975−27.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 49,368 | $806.5 萬 | 1.8% | +2,517+5.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,172 | $679.4 萬 | 1.5% | +1,679+6.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 57,335 | $647.9 萬 | 1.4% | +27,608+92.9% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,895 | $638.4 萬 | 1.4% | +8+0.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 18,499 | $610.0 萬 | 1.3% | −2,716−12.8% | 減碼 | – |
| BSYBentley Systems Inc | COM CL B | 195,064 | $596.7 萬 | 1.3% | −24,839−11.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,438 | $527.2 萬 | 1.2% | +829+8.6% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 53,474 | $466.2 萬 | 1.0% | +46,701+689.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 47,704 | $456.3 萬 | 1.0% | +8,144+20.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $444.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 26,286 | $424.6 萬 | 0.9% | +4,512+20.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 43,666 | $416.4 萬 | 0.9% | +2,957+7.3% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 24,024 | $358.7 萬 | 0.8% | +2,493+11.6% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 98,330 | $352.4 萬 | 0.8% | −20,040−16.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,076 | $349.5 萬 | 0.8% | +13,076 | 新進 | – |
| LOWLowes Companies Inc | Stock | 18,439 | $346.3 萬 | 0.8% | +1,586+9.4% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 6,888 | $337.0 萬 | 0.7% | +388+6.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 126,593 | $335.5 萬 | 0.7% | −95−0.1% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 13,769 | $330.3 萬 | 0.7% | −1,722−11.1% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 45,073 | $318.7 萬 | 0.7% | +2,315+5.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 14,084 | $317.5 萬 | 0.7% | +422+3.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 33,174 | $312.9 萬 | 0.7% | +1,104+3.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,117 | $296.8 萬 | 0.7% | +280+2.6% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 47,655 | $290.8 萬 | 0.6% | +9,796+25.9% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 20,845 | $282.1 萬 | 0.6% | +20,845 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,314 | $266.3 萬 | 0.6% | +1,877+13.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 46,857 | $264.5 萬 | 0.6% | −646−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 18,245 | $262.1 萬 | 0.6% | +1,065+6.2% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 30,921 | $260.6 萬 | 0.6% | +2,206+7.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 31,037 | $258.7 萬 | 0.6% | +20,735+201.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,068 | $257.2 萬 | 0.6% | +668+15.2% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 44,021 | $243.1 萬 | 0.5% | +12,882+41.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,351 | $241.7 萬 | 0.5% | −17−0.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 11,182 | $235.3 萬 | 0.5% | −128−1.1% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 57,851 | $233.3 萬 | 0.5% | +3,626+6.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,379 | $222.2 萬 | 0.5% | +661+4.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 26,300 | $214.2 萬 | 0.5% | +1,890+7.7% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 19,495 | $210.6 萬 | 0.5% | +1,451+8.0% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 11,876 | $203.6 萬 | 0.4% | +1,067+9.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 24,126 | $203.2 萬 | 0.4% | +1,986+9.0% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 61,214 | $199.7 萬 | 0.4% | +4,001+7.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 20,759 | $199.6 萬 | 0.4% | +3,339+19.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| STTState Street Corp | COM | 32,458 | $199.4 萬 | 0.4% | +2,176+7.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 7,645 | $196.7 萬 | 0.4% | +1,140+17.5% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,470 | $190.0 萬 | 0.4% | +40.0% | 加碼 | – |
| PFEPfizer Inc | Stock | 42,753 | $187.1 萬 | 0.4% | +2,754+6.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,594 | $179.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 12,931 | $177.7 萬 | 0.4% | +849+7.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 19,661 | $165.7 萬 | 0.4% | +1,053+5.7% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,000 | $165.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,544 | $163.0 萬 | 0.4% | +1,296+39.9% | 加碼 | – |
| PRGOPERRIGO Co plc | SHS | 44,925 | $160.2 萬 | 0.4% | +3,037+7.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 7,021 | $159.5 萬 | 0.4% | −6,099−46.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,630 | $155.4 萬 | 0.3% | −241−4.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,057 | $153.2 萬 | 0.3% | +840+26.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 7,331 | $148.5 萬 | 0.3% | +948+14.9% | 加碼 | 歷史 |
| KRKroger Co | Stock | 32,708 | $143.1 萬 | 0.3% | +2,299+7.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,396 | $142.5 萬 | 0.3% | +745+13.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,083 | $139.9 萬 | 0.3% | +1,056+10.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 56,224 | $133.7 萬 | 0.3% | −108−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,995 | $132.5 萬 | 0.3% | +2,181+77.5% | 加碼依 3 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,460 | $122.0 萬 | 0.3% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,072 | $121.7 萬 | 0.3% | −207−1.2% | 減碼 | – |
| BACBank of America Corp | Stock | 37,585 | $113.5 萬 | 0.3% | −3,217−7.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,861 | $109.8 萬 | 0.2% | +704+22.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,965 | $107.8 萬 | 0.2% | +2,098+43.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,139 | $101.9 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,309 | $100.6 萬 | 0.2% | −4,009−32.5% | 減碼 | – |
| LBAILakeland Bancorp Inc | COM | 62,121 | $99.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 2,482 | $96.1 萬 | 0.2% | +368+17.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,923 | $94.8 萬 | 0.2% | −939−7.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 11,524 | $91.7 萬 | 0.2% | +11,524 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $90.0 萬 | 0.2% | 00.0% | 不變 | – |
| PCTPureCycle Technologies, Inc. | COM | 111,272 | $89.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 5,522 | $88.5 萬 | 0.2% | +613+12.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,240 | $88.5 萬 | 0.2% | +1,701+13.6% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 79,360 | $87.5 萬 | 0.2% | −625−0.8% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 29,875 | $85.5 萬 | 0.2% | −697−2.3% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,513 | $84.1 萬 | 0.2% | −120−1.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,706 | $83.6 萬 | 0.2% | +2,750+140.6% | 加碼 | 歷史 |
| VERXVertex, Inc. | Stock | 60,358 | $82.5 萬 | 0.2% | +358+0.6% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,617 | $81.8 萬 | 0.2% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 16,332 | $80.2 萬 | 0.2% | +16,332 | 新進 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,232 | $80.1 萬 | 0.2% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 18,962 | $77.6 萬 | 0.2% | +7,031+58.9% | 加碼 | – |
| NJRNew Jersey Resources Corp | Stock | 19,649 | $76.8 萬 | 0.2% | +350+1.8% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,240 | $76.0 萬 | 0.2% | +719+15.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,149 | $74.5 萬 | 0.2% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 24,903 | $73.0 萬 | 0.2% | +269+1.1% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 11,856 | $68.1 萬 | 0.2% | +2,404+25.4% | 加碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 5,064 | $67.4 萬 | 0.1% | +1,236+32.3% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 3,507 | $66.0 萬 | 0.1% | +858+32.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,380 | $65.4 萬 | 0.1% | +126+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,456 | $65.0 萬 | 0.1% | +1,331+62.6% | 加碼 | – |
| QTEKQualTek Services Inc. | CLASS A COM | 322,656 | $64.9 萬 | 0.1% | +322,656 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,780 | $64.2 萬 | 0.1% | −278−5.5% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（19 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 231,596 | $1,589 萬 | 3.3% | – |
| WTRGEssential Utilities, Inc. | COM | 65,165 | $298.8 萬 | 0.6% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 12,296 | $128.9 萬 | 0.3% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $75.4 萬 | 0.2% | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 8,025 | $54.5 萬 | 0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,050 | $43.3 萬 | 0.1% | – |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 5,334 | $33.4 萬 | 0.1% | – |
| PGRProgressive Corp | Stock | 2,671 | $31.1 萬 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 2,537 | $30.8 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 13,668 | $28.6 萬 | 0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,821 | $27.7 萬 | 0.1% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 7,936 | $27.3 萬 | 0.1% | – |
| BLKBBlackbaud Inc | COM | 4,470 | $26.0 萬 | 0.1% | 歷史 |
| LINLinde PLC | SHS | 754 | $21.7 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 4,659 | $21.6 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,654 | $21.1 萬 | <0.1% | 歷史 |
| AZTAAzenta, Inc. | COM | 2,918 | $21.0 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,575 | $20.8 萬 | <0.1% | – |
| OSUROrasure Technologies Inc | COM | 20,650 | $5.60 萬 | <0.1% | 歷史 |