Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/12 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 304
- 較 2023 年第 3 季 +24
- 總值
- $7.75 億
- 較 2023 年第 3 季 +$1.54 億 (+24.8%)
| 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 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $3.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVRInvesco Senior Income Trust | COM | 10,400 | $4.26 萬 | <0.1% | +10,400 | 新進 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 11,094 | $5.24 萬 | <0.1% | −326−2.9% | 減碼 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 12,500 | $6.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 10,074 | $11.0 萬 | <0.1% | +10,074 | 新進 | 歷史 |
| AMAntero Midstream Corp | Stock | 14,000 | $17.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 649 | $20.2 萬 | <0.1% | +649 | 新進 | – |
| DOWDow Inc. | Stock | 3,715 | $20.4 萬 | <0.1% | +3,715 | 新進 | 歷史 |
| TMToyota Motor Corp | ADS | 1,118 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,053 | $20.7 萬 | <0.1% | +4,053 | 新進 | – |
| PRUPrudential Financial Inc | Stock | 2,004 | $20.8 萬 | <0.1% | +2,004 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 514 | $20.9 萬 | <0.1% | +514 | 新進 | 歷史 |
| MTBM&T Bank Corp | COM | 1,529 | $21.0 萬 | <0.1% | +1,529 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 4,004 | $21.0 萬 | <0.1% | +4,004 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,310 | $21.0 萬 | <0.1% | +1,310 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 1,283 | $21.2 萬 | <0.1% | −521−28.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,700 | $21.5 萬 | <0.1% | −1,272−32.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,668 | $21.6 萬 | <0.1% | +2,668 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,574 | $21.7 萬 | <0.1% | +2,574 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 1,887 | $21.7 萬 | <0.1% | +1,887 | 新進 | 歷史 |
| METMetlife Inc | Stock | 3,296 | $21.8 萬 | <0.1% | +3,296 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,924 | $22.6 萬 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 2,259 | $22.9 萬 | <0.1% | +2,259 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 1,792 | $22.9 萬 | <0.1% | +1,792 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 1,728 | $23.0 萬 | <0.1% | +1,728 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,794 | $23.0 萬 | <0.1% | +1,794 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,136 | $23.2 萬 | <0.1% | −282−11.7% | 減碼 | – |
| CDNSCadence Design Systems Inc | Stock | 859 | $23.4 萬 | <0.1% | +859 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,575 | $23.5 萬 | <0.1% | 00.0% | 不變 | – |
| ENVAEnova International, Inc. | COM | 4,263 | $23.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 1,775 | $23.6 萬 | <0.1% | +1,775 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,367 | $23.7 萬 | <0.1% | −132−5.3% | 減碼 | – |
| HUMHumana Inc | Stock | 519 | $23.7 萬 | <0.1% | +519 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,100 | $24.2 萬 | <0.1% | +1,100 | 新進 | – |
| RPDRapid7, Inc. | COM | 4,238 | $24.2 萬 | <0.1% | +4,238 | 新進 | 歷史 |
| PPLPPL Corp | COM | 8,884 | $24.3 萬 | <0.1% | −562−5.9% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 13,469 | $24.6 萬 | <0.1% | −1,888−12.3% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,269 | $25.1 萬 | <0.1% | +3,269 | 新進 | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 8,104 | $25.3 萬 | <0.1% | +40.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 2,128 | $25.3 萬 | <0.1% | +225+11.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,266 | $25.9 萬 | <0.1% | +4,266 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 579 | $26.2 萬 | <0.1% | +579 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 999 | $26.3 萬 | <0.1% | +54+5.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 1,850 | $26.3 萬 | <0.1% | +1,850 | 新進 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 7,205 | $26.5 萬 | <0.1% | +1,130+18.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,686 | $26.9 萬 | <0.1% | +219+14.9% | 加碼 | 歷史 |
| VLYValley National Bancorp | COM | 24,500 | $26.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CUBECubeSmart | REIT | 5,823 | $27.3 萬 | <0.1% | +5,823 | 新進 | 歷史 |
| CDWCDW Corp | COM | 1,214 | $27.6 萬 | <0.1% | −405−25.0% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 7,548 | $28.0 萬 | <0.1% | +49+0.7% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,414 | $28.3 萬 | <0.1% | +3,414 | 新進 | 歷史 |
| MMM3M Co | Stock | 2,595 | $28.4 萬 | <0.1% | −4,872−65.2% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,213 | $29.1 萬 | <0.1% | −1,936−61.5% | 減碼 | 歷史 |
| BPBP PLC | ADR | 8,230 | $29.1 萬 | <0.1% | −8,262−50.1% | 減碼 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,116 | $29.2 萬 | <0.1% | +24+1.1% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 3,381 | $29.2 萬 | <0.1% | −2,021−37.4% | 減碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 15,261 | $29.6 萬 | <0.1% | +15,261 | 新進 | 歷史 |
| AVYAvery Dennison Corp | COM | 1,466 | $29.6 萬 | <0.1% | +35+2.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,563 | $29.7 萬 | <0.1% | −2,060−44.6% | 減碼 | 歷史 |
| INSTInstructure Holdings, Inc. | COM | 11,110 | $30.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 34,052 | $30.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WALWestern Alliance Bancorporation | COM | 4,626 | $30.4 萬 | <0.1% | +53+1.2% | 加碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $30.7 萬 | <0.1% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 6,595 | $30.7 萬 | <0.1% | +62+0.9% | 加碼 | – |
| HMYHarmony Gold Mining Co Ltd | ADR | 50,000 | $30.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 3,365 | $31.4 萬 | <0.1% | +3,365 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,174 | $31.4 萬 | <0.1% | +4,174 | 新進 | – |
| AFLAflac Inc | Stock | 3,824 | $31.5 萬 | <0.1% | −1,389−26.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,859 | $31.7 萬 | <0.1% | +1+0.1% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 5,480 | $31.9 萬 | <0.1% | +678+14.1% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,635 | $32.0 萬 | <0.1% | +20+0.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,419 | $32.2 萬 | <0.1% | −238−14.4% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 8,248 | $32.3 萬 | <0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 735 | $32.4 萬 | <0.1% | +735 | 新進 | 歷史 |
| AZTAAzenta, Inc. | COM | 5,003 | $32.6 萬 | <0.1% | +37+0.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,370 | $33.0 萬 | <0.1% | +95+7.5% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 642 | $33.1 萬 | <0.1% | −143−18.2% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 1,727 | $33.3 萬 | <0.1% | +25+1.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 7,951 | $33.5 萬 | <0.1% | +7,951 | 新進 | – |
| PEGPublic Service Enterprise Group Inc | COM | 5,571 | $34.1 萬 | <0.1% | +305+5.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 20,874 | $35.0 萬 | <0.1% | −7,185−25.6% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $36.6 萬 | <0.1% | 00.0% | 不變 | – |
| VFCV F Corp | Stock | 19,489 | $36.6 萬 | <0.1% | +568+3.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,268 | $36.8 萬 | <0.1% | −866−27.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,959 | $37.1 萬 | <0.1% | −2,115−34.8% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 28,631 | $37.4 萬 | <0.1% | −8,957−23.8% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 664 | $37.6 萬 | <0.1% | +18+2.8% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 915 | $37.6 萬 | <0.1% | −291−24.1% | 減碼 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 42,500 | $38.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,776 | $38.3 萬 | <0.1% | +7,776 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 491 | $38.6 萬 | <0.1% | +491 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 3,457 | $38.9 萬 | 0.1% | +3,457 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,486 | $39.3 萬 | 0.1% | +953+11.2% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,927 | $40.6 萬 | 0.1% | −71−3.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,167 | $42.4 萬 | 0.1% | +911+17.3% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 8,813 | $43.2 萬 | 0.1% | +346+4.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 9,269 | $44.4 萬 | 0.1% | +736+8.6% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 23,378 | $44.8 萬 | 0.1% | −20.0% | 減碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 111,272 | $45.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（2 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $163.8 萬 | – |
| TSLATesla, Inc. | Stock | – | $14.9 萬 |
2023 年第 3 季之後清倉（14 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 48,570 | $251.9 萬 | 0.4% | – |
| SJMJ M SMUCKER Co | Stock | 13,979 | $171.8 萬 | 0.3% | 歷史 |
| BAXBaxter International Inc | Stock | 29,205 | $111.1 萬 | 0.2% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 6,816 | $67.2 萬 | 0.1% | 歷史 |
| QRVOQorvo, Inc. | Stock | 5,218 | $49.8 萬 | 0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 2,584 | $35.5 萬 | 0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,508 | $32.1 萬 | 0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,122 | $26.5 萬 | <0.1% | – |
| BRZEBraze, Inc. | Stock | 5,544 | $25.9 萬 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 909 | $23.5 萬 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 4,649 | $22.2 萬 | <0.1% | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $21.9 萬 | <0.1% | 歷史 |
| EGLXFEnthusiast Gaming Holdings Inc. / Canada | COM | 104,425 | $3.48 萬 | <0.1% | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 20,258 | $2.19 萬 | <0.1% | 歷史 |