Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/30 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 327
- 較 2024 年第 1 季 +13
- 總值
- $8.23 億
- 較 2024 年第 1 季 +$3,110 萬 (+3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 994,126 | $1.06 億 | 12.9% | −173,322−14.8% | 減碼 | 歷史 |
| VERXVertex, Inc. | Stock | 2,163,473 | $7,799 萬 | 9.5% | −7480.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 146,660 | $3,089 萬 | 3.8% | +18,808+14.7% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 88,036 | $2,619 萬 | 3.2% | +426+0.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 53,310 | $2,383 萬 | 2.9% | +1,794+3.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 42,480 | $2,325 萬 | 2.8% | +500+1.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,152 | $2,022 萬 | 2.5% | +484+1.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 233,442 | $1,893 萬 | 2.3% | +4,953+2.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 169,297 | $1,806 萬 | 2.2% | +7,241+4.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 34,143 | $1,722 萬 | 2.1% | +1,523+4.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 67,656 | $1,307 萬 | 1.6% | +2,116+3.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 69,363 | $1,263 萬 | 1.5% | +3,652+5.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 51,536 | $1,166 萬 | 1.4% | +427+0.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 93,896 | $1,160 萬 | 1.4% | +13,506+16.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 20,601 | $1,034 萬 | 1.3% | +208+1.0% | 加碼 | – |
| BSYBentley Systems Inc | COM CL B | 192,736 | $951.3 萬 | 1.2% | −1,500−0.8% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,056 | $912.6 萬 | 1.1% | −20−0.1% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 34,491 | $911.6 萬 | 1.1% | −33−0.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 59,064 | $863.3 萬 | 1.0% | −1,033−1.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 114,862 | $834.8 萬 | 1.0% | −13,211−10.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 41,876 | $722.9 萬 | 0.9% | +4,959+13.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,138 | $646.2 萬 | 0.8% | +829+13.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,556 | $588.5 萬 | 0.7% | −527−4.4% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 27,793 | $585.7 萬 | 0.7% | +1,916+7.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,992 | $574.5 萬 | 0.7% | +22+0.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,065 | $531.5 萬 | 0.6% | +232+1.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 16,262 | $493.4 萬 | 0.6% | +332+2.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,236 | $490.2 萬 | 0.6% | +3,887+19.1% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $477.3 萬 | 0.6% | −5,000−1.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 28,845 | $475.7 萬 | 0.6% | −25−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 18,202 | $463.8 萬 | 0.6% | +1,288+7.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 11,989 | $437.0 萬 | 0.5% | +500+4.4% | 加碼 | – |
| INTUIntuit Inc. | Stock | 6,091 | $400.3 萬 | 0.5% | −288−4.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 9,034 | $398.5 萬 | 0.5% | +316+3.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,568 | $398.2 萬 | 0.5% | −1,144−9.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 22,728 | $374.8 萬 | 0.5% | −1,146−4.8% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 15,347 | $372.1 萬 | 0.5% | +540+3.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 10,692 | $363.8 萬 | 0.4% | +237+2.3% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 93,404 | $347.6 萬 | 0.4% | −6,399−6.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,699 | $341.9 萬 | 0.4% | −1,362−4.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,872 | $340.8 萬 | 0.4% | +52+0.3% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 49,752 | $335.7 萬 | 0.4% | −3,404−6.4% | 減碼依 2 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,810 | $335.6 萬 | 0.4% | +30.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,090 | $335.5 萬 | 0.4% | +573+37.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 31,152 | $323.7 萬 | 0.4% | +1,022+3.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 25,231 | $320.9 萬 | 0.4% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 3,764 | $319.9 萬 | 0.4% | +514+15.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 52,136 | $314.4 萬 | 0.4% | +35+0.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,748 | $305.4 萬 | 0.4% | 00.0% | 不變 | – |
| MELIMercadolibre Inc | COM | 1,846 | $303.4 萬 | 0.4% | −154−7.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 19,373 | $303.0 萬 | 0.4% | +438+2.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 29,980 | $297.7 萬 | 0.4% | +1,163+4.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,365 | $292.6 萬 | 0.4% | +370+4.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 45,449 | $289.3 萬 | 0.4% | +16,192+55.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,479 | $286.8 萬 | 0.3% | +399+13.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,545 | $282.9 萬 | 0.3% | +736+5.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 13,773 | $272.5 萬 | 0.3% | +1,422+11.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 93,081 | $269.8 萬 | 0.3% | +886+1.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,368 | $265.0 萬 | 0.3% | −510−13.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 10,020 | $263.0 萬 | 0.3% | +1,030+11.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 21,071 | $262.5 萬 | 0.3% | +482+2.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 10,894 | $261.6 萬 | 0.3% | +294+2.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 14,910 | $258.5 萬 | 0.3% | +3,392+29.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 24,783 | $254.3 萬 | 0.3% | +9,918+66.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,594 | $249.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVAVAeroVironment Inc | COM | 13,446 | $244.9 萬 | 0.3% | +167+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,433 | $236.3 萬 | 0.3% | +3,293+53.6% | 加碼 | – |
| WMWaste Management Inc | Stock | 11,028 | $235.3 萬 | 0.3% | +688+6.7% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 8,541 | $233.5 萬 | 0.3% | +113+1.3% | 加碼 | – |
| NKENIKE, Inc. | Stock | 30,139 | $228.4 萬 | 0.3% | −2,464−7.6% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 2,526 | $227.9 萬 | 0.3% | −112−4.2% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,501 | $218.3 萬 | 0.3% | +50.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 26,571 | $208.8 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 3,084 | $208.1 萬 | 0.3% | +308+11.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 26,068 | $202.9 萬 | 0.2% | −3,708−12.5% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 4,747 | $195.5 萬 | 0.2% | +59+1.3% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 18,275 | $195.4 萬 | 0.2% | +146+0.8% | 加碼 | – |
| BACBank of America Corp | Stock | 48,090 | $191.3 萬 | 0.2% | +1,537+3.3% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 20,852 | $190.8 萬 | 0.2% | −580−2.7% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 9,611 | $190.1 萬 | 0.2% | +899+10.3% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 6,823 | $183.9 萬 | 0.2% | +885+14.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,200 | $180.8 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 40,354 | $171.5 萬 | 0.2% | +311+0.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,585 | $171.0 萬 | 0.2% | +4,230+97.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,534 | $166.1 萬 | 0.2% | +11,531+88.7% | 加碼 | 歷史 |
| MANHManhattan Associates Inc | Stock | 6,689 | $165.0 萬 | 0.2% | +84+1.3% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 7,233 | $163.0 萬 | 0.2% | −601−7.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 11,800 | $161.5 萬 | 0.2% | −816−6.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,830 | $158.9 萬 | 0.2% | −19−0.2% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,854 | $157.9 萬 | 0.2% | −28−1.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,754 | $152.6 萬 | 0.2% | −253−2.8% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,649 | $150.0 萬 | 0.2% | +129+1.4% | 加碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 12,309 | $149.6 萬 | 0.2% | +191+1.6% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 10,119 | $147.0 萬 | 0.2% | −781−7.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 51,483 | $144.0 萬 | 0.2% | +4,544+9.7% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $143.9 萬 | 0.2% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 23,376 | $140.9 萬 | 0.2% | −872−3.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,704 | $137.0 萬 | 0.2% | +475+5.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 11,022 | $136.5 萬 | 0.2% | −310−2.7% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,743 | $133.6 萬 | 0.2% | +46+1.7% | 加碼 | 歷史 |
選擇權（1 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 |
|---|---|---|---|
| TSLATesla, Inc. | Stock | – | $11.9 萬 |
2024 年第 1 季之後清倉（20 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TFCTruist Financial Corp | COM | 83,277 | $324.6 萬 | 0.4% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,430 | $90.0 萬 | 0.1% | 歷史 |
| LBAILakeland Bancorp Inc | COM | 62,121 | $75.2 萬 | 0.1% | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 682 | $68.9 萬 | 0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 22,336 | $66.2 萬 | 0.1% | 歷史 |
| SUNSunoco LP | COM UT REP LP | 10,000 | $60.3 萬 | 0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 666 | $40.9 萬 | 0.1% | 歷史 |
| ARMArm Holdings PLC | ADR | 3,040 | $32.2 萬 | <0.1% | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 15,261 | $30.0 萬 | <0.1% | 歷史 |
| VSTVistra Corp. | Stock | 3,921 | $27.4 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,100 | $24.2 萬 | <0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,756 | $22.6 萬 | <0.1% | – |
| DOWDow Inc. | Stock | 3,721 | $21.6 萬 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 2,009 | $21.3 萬 | <0.1% | 歷史 |
| RPDRapid7, Inc. | COM | 4,238 | $20.8 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 1,252 | $20.5 萬 | <0.1% | 歷史 |
| VLYValley National Bancorp | COM | 24,500 | $19.5 萬 | <0.1% | 歷史 |
| BAKBraskem SA | SP ADR PFD A | 12,444 | $12.2 萬 | <0.1% | 歷史 |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 10,074 | $10.9 萬 | <0.1% | 歷史 |
| HYFMHydrofarm Holdings Group, Inc. | COM | 21,188 | $2.29 萬 | <0.1% | 歷史 |