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 |
|---|---|---|---|---|---|---|---|
| ZTSZoetis Inc. | Stock | 3,116 | $53.7 萬 | 0.1% | +3,116 | 新進 | 歷史 |
| RGENRepligen Corp | COM | 3,861 | $54.6 萬 | 0.1% | +570+17.3% | 加碼 | 歷史 |
| DBXDropbox, Inc. | CL A | 20,753 | $55.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,963 | $55.6 萬 | 0.1% | +247+1.7% | 加碼 | 歷史 |
| GILGildan Activewear Inc. | Stock | 17,361 | $56.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,268 | $56.1 萬 | 0.1% | +520+69.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 11,016 | $57.0 萬 | 0.1% | −4,420−28.6% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,167 | $58.7 萬 | 0.1% | +4,167 | 新進 | – |
| PHRPhreesia, Inc. | COM | 19,000 | $58.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MORNMorningstar, Inc. | COM | 3,029 | $59.4 萬 | 0.1% | +142+4.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,228 | $60.0 萬 | 0.1% | +566+85.5% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 20,650 | $60.4 萬 | 0.1% | +948+4.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,870 | $60.6 萬 | 0.1% | +273+10.5% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 2,440 | $61.0 萬 | 0.1% | −190−7.2% | 減碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 4,491 | $62.3 萬 | 0.1% | −46−1.0% | 減碼 | 歷史 |
| CGNTCognyte Software Ltd. | ORD SHS | 103,162 | $62.8 萬 | 0.1% | +20,384+24.6% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 22,202 | $65.2 萬 | 0.1% | +1,101+5.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 20,827 | $65.3 萬 | 0.1% | −386−1.8% | 減碼 | – |
| NFLXNetflix Inc | Stock | 1,491 | $65.7 萬 | 0.1% | −66−4.2% | 減碼 | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 14,140 | $66.4 萬 | 0.1% | +14,140 | 新進 | – |
| VEEVVeeva Systems Inc | Stock | 3,373 | $66.7 萬 | 0.1% | +218+6.9% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 4,310 | $72.1 萬 | 0.1% | +196+4.8% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 920 | $72.1 萬 | 0.1% | +17+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,287 | $72.4 萬 | 0.1% | −223−6.4% | 減碼 | – |
| TECHBIO-TECHNE Corp | COM | 8,976 | $73.3 萬 | 0.1% | +456+5.4% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 1,379 | $73.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 5,732 | $73.7 萬 | 0.1% | +332+6.1% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 13,371 | $74.9 萬 | 0.1% | +631+5.0% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $75.7 萬 | 0.1% | 00.0% | 不變 | – |
| RMDResmed Inc | COM | 3,562 | $77.8 萬 | 0.1% | +171+5.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,471 | $77.9 萬 | 0.1% | +24+0.5% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 13,559 | $78.9 萬 | 0.1% | +93+0.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,397 | $81.5 萬 | 0.1% | +3,397 | 新進 | 歷史 |
| LBAILakeland Bancorp Inc | COM | 62,121 | $83.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,783 | $83.6 萬 | 0.1% | +125+7.5% | 加碼 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 17,884 | $85.1 萬 | 0.1% | −1,415−7.3% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 3,927 | $85.4 萬 | 0.1% | +185+4.9% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 9,471 | $85.6 萬 | 0.1% | +9,471 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 6,826 | $86.1 萬 | 0.1% | +6,826 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,513 | $87.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 4,313 | $89.4 萬 | 0.1% | +4,313 | 新進 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 2,242 | $89.8 萬 | 0.1% | +104+4.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,906 | $89.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,149 | $91.4 萬 | 0.1% | 00.0% | 不變 | – |
| QLYSQualys, Inc. | COM | 7,161 | $92.5 萬 | 0.1% | +339+5.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,469 | $92.7 萬 | 0.1% | +3,421+326.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 11,099 | $94.1 萬 | 0.1% | −5,274−32.2% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 22,751 | $94.6 萬 | 0.1% | +442+2.0% | 加碼 | – |
| CSGPCostar Group, Inc. | COM | 10,636 | $94.7 萬 | 0.1% | +551+5.5% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 2,956 | $97.6 萬 | 0.1% | +134+4.7% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 4,111 | $98.7 萬 | 0.1% | +194+5.0% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,232 | $100.5 萬 | 0.1% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 11,064 | $102.9 萬 | 0.2% | +11,064 | 新進 | 歷史 |
| BABoeing Co | Stock | 5,012 | $105.8 萬 | 0.2% | +113+2.3% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,070 | $107.5 萬 | 0.2% | −2,609−39.1% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $109.6 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,410 | $111.6 萬 | 0.2% | +34+0.4% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 11,524 | $112.8 萬 | 0.2% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 89,721 | $113.9 萬 | 0.2% | +2,000+2.3% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 7,379 | $115.4 萬 | 0.2% | +834+12.7% | 加碼 | – |
| AVAVAeroVironment Inc | COM | 11,520 | $117.8 萬 | 0.2% | +610+5.6% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 111,272 | $118.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 5,790 | $119.6 萬 | 0.2% | +274+5.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 28,952 | $120.3 萬 | 0.2% | −241−0.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 42,018 | $120.5 萬 | 0.2% | +838+2.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,489 | $120.7 萬 | 0.2% | +1,826+275.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,495 | $121.6 萬 | 0.2% | +6,495 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 5,387 | $122.2 萬 | 0.2% | +5,387 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,433 | $122.2 萬 | 0.2% | +103+4.4% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 5,579 | $126.1 萬 | 0.2% | +1,449+35.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,075 | $130.1 萬 | 0.2% | +229+8.0% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 8,037 | $133.1 萬 | 0.2% | +73+0.9% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 41,040 | $133.9 萬 | 0.2% | +10,601+34.8% | 加碼 | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 57,137 | $135.2 萬 | 0.2% | +40,658+246.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,600 | $135.7 萬 | 0.2% | +5,520+179.2% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 10,818 | $136.3 萬 | 0.2% | +6,754+166.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,724 | $136.5 萬 | 0.2% | +6,554+106.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,553 | $137.4 萬 | 0.2% | +1,790+234.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 3,972 | $138.1 萬 | 0.2% | +592+17.5% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 30,195 | $138.4 萬 | 0.2% | −743−2.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,001 | $142.5 萬 | 0.2% | +2,995+99.6% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 16,497 | $144.0 萬 | 0.2% | −727−4.2% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,230 | $146.6 萬 | 0.2% | −230−3.1% | 減碼 | – |
| FTNTFortinet, Inc. | Stock | 20,649 | $156.1 萬 | 0.2% | −85−0.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,774 | $158.9 萬 | 0.2% | +2,869+26.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 9,436 | $163.6 萬 | 0.2% | +1,121+13.5% | 加碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 8,361 | $167.1 萬 | 0.2% | +394+4.9% | 加碼 | 歷史 |
| SCIService Corp International | COM | 25,924 | $167.4 萬 | 0.2% | −703−2.6% | 減碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 51,555 | $175.0 萬 | 0.3% | −2,071−3.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,230 | $202.2 萬 | 0.3% | −90−0.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,594 | $206.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,482 | $211.2 萬 | 0.3% | +50.0% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 3,810 | $214.1 萬 | 0.3% | +26+0.7% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 14,570 | $215.2 萬 | 0.3% | −682−4.5% | 減碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 22,221 | $218.9 萬 | 0.3% | −775−3.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 4,871 | $223.2 萬 | 0.3% | +32+0.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 31,356 | $227.7 萬 | 0.3% | +9,640+44.4% | 加碼 | – |
| APHAmphenol Corp | CL A | 27,405 | $232.8 萬 | 0.3% | +12,536+84.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,422 | $234.7 萬 | 0.3% | +12,244+236.5% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 69,816 | $235.4 萬 | 0.3% | −2,601−3.6% | 減碼 | 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 |