Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/20 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 267
- 較 2023 年第 1 季 +18
- 總值
- $6.74 億
- 較 2023 年第 1 季 +$1.32 億 (+24.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HYFMHydrofarm Holdings Group, Inc. | COM | 21,188 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 20,258 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $3.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EGLXFEnthusiast Gaming Holdings Inc. / Canada | COM | 104,425 | $5.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 11,420 | $6.85 萬 | <0.1% | +750+7.0% | 加碼 | 歷史 |
| AMAntero Midstream Corp | Stock | 14,000 | $16.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLYValley National Bancorp | COM | 24,500 | $19.3 萬 | <0.1% | +24,500 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 1,825 | $20.4 萬 | <0.1% | +1,825 | 新進 | 歷史 |
| PINSPinterest, Inc. | CL A | 7,499 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 6,075 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 50,000 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 3,339 | $21.1 萬 | <0.1% | +3,339 | 新進 | 歷史 |
| PPLPPL Corp | COM | 8,032 | $21.4 萬 | <0.1% | −95−1.2% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 4,827 | $21.6 萬 | <0.1% | +77+1.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 542 | $22.0 萬 | <0.1% | +40+8.0% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,258 | $22.0 萬 | <0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 2,262 | $22.2 萬 | <0.1% | −82−3.5% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 893 | $22.3 萬 | <0.1% | +24+2.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,970 | $22.4 萬 | <0.1% | +1,970 | 新進 | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVAEnova International, Inc. | COM | 4,263 | $22.6 萬 | <0.1% | +4,263 | 新進 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $22.7 萬 | <0.1% | 00.0% | 不變 | – |
| NDAQNasdaq, Inc. | COM | 4,781 | $23.8 萬 | <0.1% | +4,781 | 新進 | 歷史 |
| AVYAvery Dennison Corp | COM | 1,391 | $23.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRNTVerint Systems Inc | COM | 6,818 | $23.9 萬 | <0.1% | −1,745−20.4% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,413 | $24.2 萬 | <0.1% | −368−13.2% | 減碼 | – |
| BRZEBraze, Inc. | Stock | 5,544 | $24.3 萬 | <0.1% | −3,865−41.1% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 337 | $24.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,334 | $24.9 萬 | <0.1% | +2,334 | 新進 | – |
| NEENextera Energy Inc | Stock | 3,369 | $25.0 萬 | <0.1% | +343+11.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,258 | $25.3 萬 | <0.1% | +35+2.9% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,600 | $25.6 萬 | <0.1% | +2,600 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 5,691 | $25.8 萬 | <0.1% | +660+13.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 1,649 | $25.9 萬 | <0.1% | −76−4.4% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 1,702 | $26.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,893 | $26.9 萬 | <0.1% | +318+20.2% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 4,835 | $27.4 萬 | <0.1% | +4,835 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,776 | $27.6 萬 | <0.1% | +7+0.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,944 | $27.7 萬 | <0.1% | +4,944 | 新進 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,092 | $27.8 萬 | <0.1% | +8+0.4% | 加碼 | – |
| INSTInstructure Holdings, Inc. | COM | 11,110 | $28.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,467 | $28.2 萬 | <0.1% | −240−14.1% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 1,576 | $28.9 萬 | <0.1% | +1,576 | 新進 | 歷史 |
| AZTAAzenta, Inc. | COM | 6,306 | $29.4 萬 | <0.1% | +202+3.3% | 加碼 | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 6,093 | $29.5 萬 | <0.1% | −3,100−33.7% | 減碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 1,768 | $29.6 萬 | <0.1% | +1,768 | 新進 | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 5,650 | $29.7 萬 | <0.1% | +268+5.0% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 634 | $29.8 萬 | <0.1% | +634 | 新進 | 歷史 |
| TOSTToast, Inc. | Stock | 13,391 | $30.2 萬 | <0.1% | −1,800−11.8% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 8,248 | $30.7 萬 | <0.1% | +8,248 | 新進 | – |
| CLColgate Palmolive Co | Stock | 3,988 | $30.7 萬 | <0.1% | −823−17.1% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,992 | $31.3 萬 | <0.1% | +33+0.7% | 加碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 34,052 | $32.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 6,974 | $32.1 萬 | <0.1% | −204−2.8% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,660 | $32.2 萬 | <0.1% | +86+5.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,009 | $32.5 萬 | <0.1% | +41+4.2% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 758 | $33.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 6,760 | $33.1 萬 | <0.1% | +6,760 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,508 | $33.9 萬 | 0.1% | +1,200+52.0% | 加碼 | – |
| BPBP PLC | ADR | 9,698 | $34.2 萬 | 0.1% | +590+6.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 395 | $34.3 萬 | 0.1% | +36+10.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,174 | $34.9 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $35.0 萬 | 0.1% | 00.0% | 不變 | – |
| VFCV F Corp | Stock | 18,410 | $35.1 萬 | 0.1% | −135−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,719 | $35.2 萬 | 0.1% | +74+4.5% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 5,069 | $35.4 萬 | 0.1% | −638−11.2% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,081 | $35.9 萬 | 0.1% | −50−4.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,956 | $36.2 萬 | 0.1% | +1,956 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,202 | $37.2 萬 | 0.1% | +8,202 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 841 | $37.4 萬 | 0.1% | +34+4.2% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 5,550 | $38.0 萬 | 0.1% | +261+4.9% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,600 | $38.0 萬 | 0.1% | −9−0.3% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 4,186 | $38.2 萬 | 0.1% | −14−0.3% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,711 | $38.6 萬 | 0.1% | +16+0.9% | 加碼 | 歷史 |
| STBAS&T Bancorp Inc | COM | 14,502 | $39.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,763 | $39.9 萬 | 0.1% | +157+6.0% | 加碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 37,197 | $40.7 萬 | 0.1% | +37,197 | 新進 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 42,500 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,594 | $41.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GWREGuidewire Software, Inc. | COM | 5,511 | $41.9 萬 | 0.1% | +981+21.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,452 | $43.5 萬 | 0.1% | +52+3.7% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,146 | $43.7 萬 | 0.1% | +96+9.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,214 | $44.4 萬 | 0.1% | +3,214 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 4,401 | $45.6 萬 | 0.1% | +119+2.8% | 加碼 | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 9,996 | $45.8 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,868 | $46.0 萬 | 0.1% | +63+3.5% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,444 | $46.4 萬 | 0.1% | +215+17.5% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,288 | $47.3 萬 | 0.1% | +50+4.0% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,557 | $47.9 萬 | 0.1% | +141+5.8% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 2,521 | $48.4 萬 | 0.1% | +118+4.9% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 8,512 | $48.8 萬 | 0.1% | +98+1.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,749 | $49.1 萬 | 0.1% | +442+7.0% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 7,701 | $49.2 萬 | 0.1% | +152+2.0% | 加碼 | 歷史 |
| NATINational Instruments Corp | COM | 8,727 | $50.1 萬 | 0.1% | +411+4.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,598 | $50.6 萬 | 0.1% | −132−4.8% | 減碼 | 歷史 |
| BLKBBlackbaud Inc | COM | 7,120 | $50.7 萬 | 0.1% | +245+3.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 744 | $51.4 萬 | 0.1% | −2−0.3% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,576 | $52.1 萬 | 0.1% | −72−1.5% | 減碼 | 歷史 |
| CRNCCerence Inc. | COM | 17,888 | $52.3 萬 | 0.1% | +847+5.0% | 加碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 7,351 | $53.4 萬 | 0.1% | +347+5.0% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（11 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46429B671 | MSCI CHINA ETF | 8,211 | $41.0 萬 | 0.1% | – |
| TGTTarget Corp | Stock | 2,287 | $37.9 萬 | 0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 955 | $27.4 萬 | 0.1% | 歷史 |
| RPDRapid7, Inc. | COM | 5,638 | $25.9 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 12,309 | $23.7 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,803 | $20.7 萬 | <0.1% | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 3,107 | $20.6 萬 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 4,682 | $20.5 萬 | <0.1% | 歷史 |
| CUBECubeSmart | REIT | 4,300 | $20.1 萬 | <0.1% | 歷史 |
| QTEKQualTek Services Inc. | CLASS A COM | 322,656 | $12.7 萬 | <0.1% | 歷史 |
| FRBKRepublic First Bancorp Inc | COM | 35,000 | $4.76 萬 | <0.1% | 歷史 |