Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/1 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 242
- 較 2022 年第 3 季 +15
- 總值
- $5.46 億
- 較 2022 年第 3 季 +$9,370 萬 (+20.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 1,586,590 | $1.35 億 | 24.8% | −241,106−13.2% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 330,082 | $5,630 萬 | 10.3% | −66,143−16.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 39,869 | $1,532 萬 | 2.8% | +35,325+777.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 82,803 | $1,076 萬 | 2.0% | +8,108+10.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,299 | $967.5 萬 | 1.8% | +2,012+8.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 54,660 | $965.6 萬 | 1.8% | +5,292+10.7% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 88,007 | $832.9 萬 | 1.5% | +34,533+64.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 34,599 | $829.7 萬 | 1.5% | +5,427+18.6% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,548 | $777.0 萬 | 1.4% | +1,653+10.4% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 195,209 | $721.5 萬 | 1.3% | +145+0.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,602 | $668.1 萬 | 1.2% | +2,164+20.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 17,508 | $615.1 萬 | 1.1% | −991−5.4% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 78,384 | $590.1 萬 | 1.1% | +78,384 | 新進 | – |
| UPSUnited Parcel Service Inc | Stock | 29,896 | $519.7 萬 | 1.0% | +3,610+13.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 57,023 | $503.1 萬 | 0.9% | +9,319+19.5% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 29,198 | $483.2 萬 | 0.9% | +5,174+21.5% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $477.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 38,399 | $449.3 萬 | 0.8% | +7,362+23.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 53,403 | $448.6 萬 | 0.8% | −3,932−6.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 48,061 | $447.9 萬 | 0.8% | +4,395+10.1% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 7,579 | $421.6 萬 | 0.8% | +691+10.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 20,901 | $416.4 萬 | 0.8% | +2,462+13.4% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 35,192 | $408.5 萬 | 0.7% | +4,271+13.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 21,754 | $395.3 萬 | 0.7% | +5,440+33.3% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 23,800 | $394.4 萬 | 0.7% | +2,955+14.2% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 50,265 | $384.3 萬 | 0.7% | +5,192+11.5% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 15,490 | $382.3 萬 | 0.7% | +1,721+12.5% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 54,107 | $380.1 萬 | 0.7% | +6,452+13.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 20,417 | $366.5 萬 | 0.7% | +2,172+11.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,946 | $366.3 萬 | 0.7% | −138−1.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,435 | $353.2 萬 | 0.6% | +318+2.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,917 | $343.9 萬 | 0.6% | −159−1.2% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 6,227 | $343.1 萬 | 0.6% | +1,159+22.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 39,486 | $343.1 萬 | 0.6% | +6,312+19.0% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 50,001 | $335.2 萬 | 0.6% | +5,980+13.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 51,868 | $329.9 萬 | 0.6% | +5,011+10.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 126,593 | $313.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 11,162 | $297.8 萬 | 0.5% | +3,517+46.0% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 65,703 | $289.7 萬 | 0.5% | +7,852+13.6% | 加碼 | 歷史 |
| STTState Street Corp | COM | 36,394 | $284.6 萬 | 0.5% | +3,936+12.1% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 98,362 | $279.9 萬 | 0.5% | +320.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 54,319 | $278.3 萬 | 0.5% | +11,566+27.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 26,623 | $272.8 萬 | 0.5% | +2,497+10.3% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 68,333 | $264.4 萬 | 0.5% | +7,119+11.6% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 13,189 | $256.3 萬 | 0.5% | +1,313+11.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,340 | $253.1 萬 | 0.5% | −11−0.1% | 減碼 | – |
| SYKStryker Corp | Stock | 10,001 | $244.5 萬 | 0.4% | +2,670+36.4% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 48,570 | $243.5 萬 | 0.4% | +48,570 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,046 | $243.0 萬 | 0.4% | +7,436+284.9% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 23,642 | $234.5 萬 | 0.4% | +3,981+20.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 29,157 | $228.6 萬 | 0.4% | +2,857+10.9% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 14,397 | $228.1 萬 | 0.4% | +1,466+11.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,964 | $220.0 萬 | 0.4% | +1,334+23.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,227 | $219.1 萬 | 0.4% | −955−8.5% | 減碼 | – |
| GPNGlobal Payments Inc | Stock | 21,614 | $214.7 萬 | 0.4% | +2,119+10.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,163 | $214.7 萬 | 0.4% | +3,080+27.8% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 8,360 | $212.6 萬 | 0.4% | +1,964+30.7% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,474 | $212.3 萬 | 0.4% | +40.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 8,646 | $207.6 萬 | 0.4% | +1,625+23.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,594 | $196.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,116 | $196.2 萬 | 0.4% | +1,357+6.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,281 | $195.9 萬 | 0.4% | −98−0.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,177 | $180.0 萬 | 0.3% | +1,316+34.1% | 加碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 50,400 | $171.8 萬 | 0.3% | +5,475+12.2% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,000 | $169.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 9,550 | $157.8 萬 | 0.3% | +2,585+37.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,880 | $151.0 萬 | 0.3% | +1,398+56.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,819 | $148.3 萬 | 0.3% | −238−5.9% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 28,911 | $148.2 萬 | 0.3% | +28,911 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 17,967 | $143.0 萬 | 0.3% | +3,727+26.2% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 56,925 | $137.3 萬 | 0.3% | +701+1.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,181 | $131.4 萬 | 0.2% | +109+0.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,250 | $130.3 萬 | 0.2% | +9,224+114.9% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,460 | $130.0 萬 | 0.2% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 39,130 | $129.6 萬 | 0.2% | +1,545+4.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,690 | $119.4 萬 | 0.2% | −233−2.1% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 7,409 | $116.2 萬 | 0.2% | +1,887+34.2% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,343 | $113.3 萬 | 0.2% | +34+0.4% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 5,326 | $112.1 萬 | 0.2% | +2,622+97.0% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,875 | $111.0 萬 | 0.2% | −264−2.9% | 減碼 | – |
| LBAILakeland Bancorp Inc | COM | 62,121 | $109.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 22,120 | $108.1 萬 | 0.2% | +5,788+35.4% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 26,131 | $106.8 萬 | 0.2% | +26,131 | 新進 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 87,721 | $104.1 萬 | 0.2% | +8,361+10.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,732 | $103.7 萬 | 0.2% | +1,749+29.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 13,046 | $99.6 萬 | 0.2% | +5,189+66.0% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 30,180 | $99.3 萬 | 0.2% | +305+1.0% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 5,116 | $98.4 萬 | 0.2% | +1,609+45.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 27,948 | $97.7 萬 | 0.2% | +3,045+12.2% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 11,524 | $97.7 萬 | 0.2% | 00.0% | 不變 | – |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $96.5 萬 | 0.2% | −350−1.8% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 7,071 | $95.3 萬 | 0.2% | +1,831+34.9% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,617 | $93.2 萬 | 0.2% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 22,544 | $92.9 萬 | 0.2% | +3,582+18.9% | 加碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 2,273 | $92.7 萬 | 0.2% | +707+45.1% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,513 | $92.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 4,829 | $92.0 萬 | 0.2% | +46+1.0% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $91.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,232 | $90.4 萬 | 0.2% | 00.0% | 不變 | – |
| MANHManhattan Associates Inc | Stock | 7,389 | $89.7 萬 | 0.2% | +2,325+45.9% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（12 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KRKroger Co | Stock | 32,708 | $143.1 萬 | 0.3% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 11,856 | $68.1 萬 | 0.2% | 歷史 |
| MMM3M Co | Stock | 4,687 | $51.8 萬 | 0.1% | 歷史 |
| STONStonemor Inc. | COM | 117,019 | $40.1 萬 | 0.1% | 歷史 |
| ABMDAbiomed Inc | COM | 1,049 | $25.8 萬 | 0.1% | 歷史 |
| RPDRapid7, Inc. | COM | 5,642 | $24.2 萬 | 0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,602 | $23.1 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 10,000 | $16.9 萬 | <0.1% | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 12,662 | $12.9 萬 | <0.1% | 歷史 |
| REEDReed's, Inc. | COM | 300,000 | $3.60 萬 | <0.1% | 歷史 |
| NEUENeueHealth, Inc. | COM | 20,000 | $2.10 萬 | <0.1% | 歷史 |
| VRMVroom, Inc. | COM | 10,000 | $1.20 萬 | <0.1% | 歷史 |