Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/1 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 249
- 較 2022 年第 4 季 +7
- 總值
- $5.42 億
- 較 2022 年第 4 季 −$457.3 萬 (−0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 1,458,165 | $1.38 億 | 25.4% | −128,425−8.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 38,987 | $1,603 萬 | 3.0% | −882−2.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 89,502 | $1,476 萬 | 2.7% | +6,699+8.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,887 | $1,063 萬 | 2.0% | +2,288+6.6% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 55,540 | $1,039 萬 | 1.9% | −274,542−83.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 104,672 | $1,012 萬 | 1.9% | +16,665+18.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,133 | $947.1 萬 | 1.7% | −2,166−8.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 55,911 | $866.6 萬 | 1.6% | +1,251+2.3% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 195,414 | $840.1 萬 | 1.6% | +205+0.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,587 | $760.4 萬 | 1.4% | −961−5.5% | 減碼 | 歷史 |
| VERXVertex, Inc. | Stock | 365,402 | $756.0 萬 | 1.4% | +309,198+550.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 19,336 | $727.2 萬 | 1.3% | +1,828+10.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 14,774 | $698.2 萬 | 1.3% | +2,172+17.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 31,815 | $617.2 萬 | 1.1% | +1,919+6.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 57,941 | $601.0 萬 | 1.1% | +918+1.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,795 | $566.0 萬 | 1.0% | +1,392+2.6% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 33,198 | $552.9 萬 | 1.0% | +4,000+13.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 42,614 | $524.1 萬 | 1.0% | +4,215+11.0% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 6,571 | $452.6 萬 | 0.8% | −1,008−13.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 22,270 | $445.3 萬 | 0.8% | +1,369+6.5% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 98,367 | $442.5 萬 | 0.8% | +50.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 24,150 | $440.3 萬 | 0.8% | +2,396+11.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 53,302 | $411.7 萬 | 0.8% | +3,037+6.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 40,993 | $410.5 萬 | 0.8% | +1,507+3.8% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 25,416 | $406.9 萬 | 0.8% | +1,616+6.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 126,593 | $401.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,451 | $399.6 萬 | 0.7% | −466−3.6% | 減碼 | – |
| ROSTRoss Stores, Inc. | COM | 37,335 | $396.2 萬 | 0.7% | +2,143+6.1% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $392.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 46,628 | $390.6 萬 | 0.7% | −7,479−13.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 23,408 | $381.9 萬 | 0.7% | +2,991+14.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 13,228 | $378.1 萬 | 0.7% | +2,066+18.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,545 | $377.5 萬 | 0.7% | +318+5.1% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 53,293 | $373.6 萬 | 0.7% | +3,292+6.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 49,804 | $370.1 萬 | 0.7% | +1,743+3.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,638 | $359.3 萬 | 0.7% | +203+1.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 14,688 | $355.1 萬 | 0.7% | +742+5.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,363 | $346.8 萬 | 0.6% | +82+0.5% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 16,470 | $346.6 萬 | 0.6% | +980+6.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 54,968 | $343.5 萬 | 0.6% | +3,100+6.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 11,363 | $324.4 萬 | 0.6% | +1,362+13.6% | 加碼 | 歷史 |
| STTState Street Corp | COM | 38,633 | $294.8 萬 | 0.5% | +2,239+6.2% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 13,924 | $282.4 萬 | 0.5% | +735+5.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 18,652 | $281.7 萬 | 0.5% | −1,688−8.3% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 28,214 | $278.0 萬 | 0.5% | +1,591+6.0% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 72,417 | $272.0 萬 | 0.5% | +4,084+6.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,000 | $263.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 64,343 | $262.5 萬 | 0.5% | +10,024+18.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 25,145 | $261.8 萬 | 0.5% | +1,503+6.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,684 | $261.0 萬 | 0.5% | +457+4.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 48,570 | $259.7 萬 | 0.5% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 70,799 | $258.6 萬 | 0.5% | +5,096+7.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 97,761 | $253.2 萬 | 0.5% | +40,836+71.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,046 | $251.3 萬 | 0.5% | 00.0% | 不變 | – |
| GPNGlobal Payments Inc | Stock | 22,996 | $242.0 萬 | 0.4% | +1,382+6.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 29,601 | $240.7 萬 | 0.4% | +444+1.5% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 15,252 | $240.0 萬 | 0.4% | +855+5.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,508 | $234.1 萬 | 0.4% | +392+1.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,404 | $229.0 萬 | 0.4% | +1,241+8.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,449 | $219.8 萬 | 0.4% | +485+7.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 9,673 | $216.6 萬 | 0.4% | +1,027+11.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,839 | $215.7 萬 | 0.4% | +959+24.7% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,477 | $212.8 萬 | 0.4% | +30.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 11,594 | $212.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,320 | $210.6 萬 | 0.4% | +1,770+18.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,671 | $206.1 萬 | 0.4% | +494+9.5% | 加碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 53,626 | $192.4 萬 | 0.4% | +3,226+6.4% | 加碼 | 歷史 |
| SCIService Corp International | COM | 26,627 | $183.1 萬 | 0.3% | +26,627 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,784 | $175.8 萬 | 0.3% | −35−0.9% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,679 | $165.3 萬 | 0.3% | −1,681−20.1% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,716 | $158.9 萬 | 0.3% | +4,466+25.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 7,401 | $153.5 萬 | 0.3% | +2,097+39.5% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,224 | $140.4 萬 | 0.3% | +43+0.3% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,460 | $139.4 萬 | 0.3% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 20,734 | $137.8 萬 | 0.3% | −1,386−6.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,315 | $135.7 萬 | 0.3% | +906+12.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 16,373 | $128.3 萬 | 0.2% | −1,594−8.9% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 30,938 | $126.4 萬 | 0.2% | +2,027+7.0% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 5,516 | $126.3 萬 | 0.2% | +400+7.8% | 加碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 7,967 | $123.4 萬 | 0.2% | +578+7.8% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 14,869 | $121.8 萬 | 0.2% | +1,823+14.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 41,180 | $117.8 萬 | 0.2% | +2,050+5.2% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 7,964 | $117.3 萬 | 0.2% | +893+12.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,905 | $116.8 萬 | 0.2% | +215+2.0% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,330 | $116.5 萬 | 0.2% | +57+2.5% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,001 | $112.6 萬 | 0.2% | −325−6.1% | 減碼 | – |
| CMCSAComcast Corp | Stock | 29,193 | $110.7 萬 | 0.2% | +1,245+4.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,875 | $109.8 萬 | 0.2% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 87,721 | $109.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,376 | $108.4 萬 | 0.2% | +33+0.4% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 10,513 | $107.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 11,524 | $104.3 萬 | 0.2% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 4,899 | $104.1 萬 | 0.2% | +70+1.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 3,380 | $103.4 萬 | 0.2% | +452+15.4% | 加碼 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $103.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVAVAeroVironment Inc | COM | 10,910 | $100.0 萬 | 0.2% | +1,605+17.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $99.4 萬 | 0.2% | 00.0% | 不變 | – |
| LBAILakeland Bancorp Inc | COM | 62,121 | $97.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 6,545 | $96.9 萬 | 0.2% | +469+7.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,386 | $96.2 萬 | 0.2% | −346−4.5% | 減碼 | 歷史 |
選擇權（3 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2022 年第 4 季之後清倉（11 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 78,384 | $590.1 萬 | 1.1% | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 26,131 | $106.8 萬 | 0.2% | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 12,772 | $58.1 萬 | 0.1% | – |
| AXSAxis Capital Holdings Ltd | SHS | 10,000 | $54.6 萬 | 0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,531 | $36.8 萬 | 0.1% | – |
| ABRArbor Realty Trust Inc | COM | 27,461 | $36.2 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,966 | $34.3 萬 | 0.1% | – |
| CCICrown Castle Inc. | REIT | 2,040 | $27.7 萬 | 0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,341 | $22.7 萬 | <0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,095 | $21.9 萬 | <0.1% | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,800 | $20.1 萬 | <0.1% | – |