Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 280
- 較 2023 年第 2 季 +13
- 總值
- $6.21 億
- 較 2023 年第 2 季 −$5,313 萬 (−7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IBRXImmunityBio, Inc. | COM | 12,500 | $2.11 萬 | <0.1% | +12,500 | 新進 | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 20,258 | $2.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HYFMHydrofarm Holdings Group, Inc. | COM | 21,188 | $2.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EGLXFEnthusiast Gaming Holdings Inc. / Canada | COM | 104,425 | $3.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $3.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 11,420 | $5.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMAntero Midstream Corp | Stock | 14,000 | $16.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 50,000 | $18.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 1,118 | $20.1 萬 | <0.1% | +1,118 | 新進 | 歷史 |
| PINSPinterest, Inc. | CL A | 7,499 | $20.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,467 | $20.4 萬 | <0.1% | +1,467 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,924 | $20.7 萬 | <0.1% | +1,924 | 新進 | – |
| WALWestern Alliance Bancorporation | COM | 4,573 | $21.0 萬 | <0.1% | +4,573 | 新進 | 歷史 |
| VLYValley National Bancorp | COM | 24,500 | $21.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 34,052 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 6,075 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENVAEnova International, Inc. | COM | 4,263 | $21.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,575 | $21.7 萬 | <0.1% | −318−16.8% | 減碼 | – |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 945 | $21.9 萬 | <0.1% | +52+5.8% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 1,903 | $21.9 萬 | <0.1% | +1,903 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 4,649 | $22.2 萬 | <0.1% | +4,649 | 新進 | 歷史 |
| PPLPPL Corp | COM | 9,446 | $22.5 萬 | <0.1% | +1,414+17.6% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 4,802 | $23.3 萬 | <0.1% | +21+0.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 909 | $23.5 萬 | <0.1% | −3,161−77.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,310 | $23.8 萬 | <0.1% | +340+17.3% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,615 | $23.8 萬 | <0.1% | +15+0.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,418 | $24.8 萬 | <0.1% | +84+3.6% | 加碼 | – |
| AZTAAzenta, Inc. | COM | 4,966 | $24.9 萬 | <0.1% | −1,340−21.2% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,499 | $25.0 萬 | <0.1% | +86+3.6% | 加碼 | – |
| NEOGNeogen Corp | COM | 13,817 | $25.6 萬 | <0.1% | +13,817 | 新進 | 歷史 |
| BRZEBraze, Inc. | Stock | 5,544 | $25.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 1,431 | $26.1 萬 | <0.1% | +40+2.9% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,944 | $26.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,122 | $26.5 萬 | <0.1% | +864+26.5% | 加碼 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,092 | $26.6 萬 | <0.1% | 00.0% | 不變 | – |
| AMEAmetek Inc | COM | 1,804 | $26.7 萬 | <0.1% | +1,804 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 3,928 | $26.7 萬 | <0.1% | +589+17.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,275 | $27.2 萬 | <0.1% | +17+1.4% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 1,702 | $28.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INSTInstructure Holdings, Inc. | COM | 11,110 | $28.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $28.2 萬 | <0.1% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 6,533 | $28.2 萬 | <0.1% | +842+14.8% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 3,972 | $28.2 萬 | <0.1% | −16−0.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,739 | $28.6 萬 | <0.1% | +79+4.8% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 15,357 | $28.8 萬 | <0.1% | +1,966+14.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,256 | $28.9 萬 | <0.1% | +421+8.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,858 | $29.0 萬 | <0.1% | +1,858 | 新進 | – |
| PEGPublic Service Enterprise Group Inc | COM | 5,266 | $30.0 萬 | <0.1% | +274+5.5% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,508 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| WDAYWorkday, Inc. | CL A | 1,500 | $32.2 萬 | 0.1% | −211−12.3% | 減碼 | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 8,100 | $32.5 萬 | 0.1% | +2,450+43.4% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 1,619 | $32.7 萬 | 0.1% | +43+2.7% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $32.9 萬 | 0.1% | 00.0% | 不變 | – |
| AUPHAurinia Pharmaceuticals Inc. | COM | 42,500 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSCIMSCI Inc. | Stock | 646 | $33.1 萬 | 0.1% | +12+1.9% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 18,921 | $33.4 萬 | 0.1% | +511+2.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,046 | $33.8 萬 | 0.1% | +37+3.7% | 加碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 8,248 | $34.0 萬 | 0.1% | 00.0% | 不變 | – |
| HESHess Corp | Stock | 2,235 | $34.2 萬 | 0.1% | +2,235 | 新進 | 歷史 |
| SUNSunoco LP | COM UT REP LP | 7,000 | $34.3 萬 | 0.1% | +7,000 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 2,155 | $34.5 萬 | 0.1% | +506+30.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,657 | $34.6 萬 | 0.1% | +190+13.0% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,584 | $35.5 萬 | 0.1% | +27+1.1% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 19,000 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 5,402 | $35.7 萬 | 0.1% | +5,402 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 785 | $36.0 萬 | 0.1% | +27+3.6% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,094 | $36.1 萬 | 0.1% | +13+1.2% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 8,467 | $36.5 萬 | 0.1% | +95+1.1% | 加碼依 2 比 1 拆股換算 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,533 | $36.7 萬 | 0.1% | +331+4.0% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 30,779 | $38.2 萬 | 0.1% | +30,779 | 新進 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 1,876 | $38.3 萬 | 0.1% | +108+6.1% | 加碼 | 歷史 |
| CRNCCerence Inc. | COM | 18,825 | $38.3 萬 | 0.1% | +937+5.2% | 加碼 | 歷史 |
| STBAS&T Bancorp Inc | COM | 14,502 | $39.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,938 | $39.5 萬 | 0.1% | +219+12.7% | 加碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 37,588 | $39.7 萬 | 0.1% | +391+1.1% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,998 | $40.0 萬 | 0.1% | +42+2.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 5,213 | $40.0 萬 | 0.1% | +144+2.8% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,594 | $40.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,604 | $40.5 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 488 | $40.5 萬 | 0.1% | +93+23.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 28,059 | $42.1 萬 | 0.1% | +28,059 | 新進 | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 9,996 | $42.2 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 3,134 | $43.4 萬 | 0.1% | +371+13.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,938 | $43.5 萬 | 0.1% | +764+24.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 8,533 | $43.7 萬 | 0.1% | +21+0.2% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 23,380 | $44.2 萬 | 0.1% | +1,178+5.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 15,552 | $44.5 萬 | 0.1% | +15,552 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,675 | $44.5 萬 | 0.1% | −26−0.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,206 | $44.9 萬 | 0.1% | +60+5.2% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 2,657 | $45.3 萬 | 0.1% | +136+5.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,767 | $46.0 萬 | 0.1% | +553+17.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,657 | $46.5 萬 | 0.1% | +59+2.3% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,795 | $46.5 萬 | 0.1% | +351+24.3% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 5,838 | $46.8 萬 | 0.1% | +288+5.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,749 | $47.1 萬 | 0.1% | 00.0% | 不變 | – |
| GILGildan Activewear Inc. | Stock | 17,361 | $48.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 766 | $49.5 萬 | 0.1% | +22+3.0% | 加碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 5,218 | $49.8 萬 | 0.1% | +5,218 | 新進 | 歷史 |
| BLKBBlackbaud Inc | COM | 7,497 | $52.7 萬 | 0.1% | +377+5.3% | 加碼 | 歷史 |
2023 年第 2 季之後清倉（13 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288372 | GLB INFRASTR ETF | 14,140 | $66.4 萬 | 0.1% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,167 | $58.7 萬 | 0.1% | – |
| NATINational Instruments Corp | COM | 8,727 | $50.1 萬 | 0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 6,760 | $33.1 萬 | <0.1% | – |
| CCitigroup Inc | Stock | 6,974 | $32.1 萬 | <0.1% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 6,093 | $29.5 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,776 | $27.6 萬 | <0.1% | – |
| NEENextera Energy Inc | Stock | 3,369 | $25.0 萬 | <0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 337 | $24.4 萬 | <0.1% | 歷史 |
| VRNTVerint Systems Inc | COM | 6,818 | $23.9 萬 | <0.1% | 歷史 |
| RTXRTX Corp | Stock | 2,262 | $22.2 萬 | <0.1% | 歷史 |
| EBAYeBay Inc | COM | 4,827 | $21.6 萬 | <0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 1,825 | $20.4 萬 | <0.1% | 歷史 |