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 |
|---|---|---|---|---|---|---|---|
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 10,670 | $2.72 萬 | <0.1% | −1,004−8.6% | 減碼 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 10,000 | $4.35 萬 | <0.1% | −8,000−44.4% | 減碼 | 歷史 |
| VVRInvesco Senior Income Trust | COM | 10,400 | $4.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $4.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBRXImmunityBio, Inc. | COM | 12,500 | $7.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 50,000 | $9.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PETSPetmed Express Inc | COM | 23,800 | $9.64 萬 | <0.1% | +23,800 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 14,107 | $10.5 萬 | <0.1% | +14,107 | 新進 | 歷史 |
| SEEDOrigin Agritech LTD | SHS NEW | 41,542 | $19.9 萬 | <0.1% | +41,542 | 新進 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,005 | $20.1 萬 | <0.1% | +2,005 | 新進 | – |
| FFord Motor Co | Stock | 16,170 | $20.3 萬 | <0.1% | −28,760−64.0% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,680 | $20.3 萬 | <0.1% | 00.0% | 不變 | – |
| CFGCitizens Financial Group Inc | COM | 5,721 | $20.6 萬 | <0.1% | +5,721 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 419 | $21.2 萬 | <0.1% | +27+6.9% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 1,715 | $21.2 萬 | <0.1% | +15+0.9% | 加碼 | 歷史 |
| WEXWEX Inc. | COM | 1,197 | $21.2 萬 | <0.1% | +1,197 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,238 | $21.2 萬 | <0.1% | +1,238 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,405 | $21.3 萬 | <0.1% | +97+7.4% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 1,441 | $21.3 萬 | <0.1% | −4−0.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,238 | $21.5 萬 | <0.1% | +59+5.0% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,053 | $21.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 699 | $21.6 萬 | <0.1% | +699 | 新進 | – |
| DHIHorton D R Inc | COM | 1,535 | $21.6 萬 | <0.1% | −1,457−48.7% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,820 | $21.7 萬 | <0.1% | +2,820 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,232 | $21.9 萬 | <0.1% | −60−2.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 666 | $22.0 萬 | <0.1% | +98+17.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 1,968 | $22.1 萬 | <0.1% | +1,968 | 新進 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 14,100 | $22.2 萬 | <0.1% | +14,100 | 新進 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,700 | $22.4 萬 | <0.1% | +2,700 | 新進 | – |
| MRVLMarvell Technology, Inc. | COM | 3,221 | $22.5 萬 | <0.1% | +3,221 | 新進 | 歷史 |
| METMetlife Inc | Stock | 3,209 | $22.5 萬 | <0.1% | +450+16.3% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 402 | $22.7 萬 | <0.1% | +402 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 3,598 | $22.7 萬 | <0.1% | +3,598 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,919 | $22.9 萬 | <0.1% | +47+1.6% | 加碼 | – |
| TMToyota Motor Corp | ADS | 1,118 | $22.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 2,986 | $23.3 萬 | <0.1% | +734+32.6% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,924 | $23.3 萬 | <0.1% | 00.0% | 不變 | – |
| MTBM&T Bank Corp | COM | 1,560 | $23.6 萬 | <0.1% | −6−0.4% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,558 | $23.6 萬 | <0.1% | +38+2.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,468 | $23.9 萬 | <0.1% | +179+7.8% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 228 | $24.0 萬 | <0.1% | +20+9.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,277 | $24.3 萬 | <0.1% | 00.0% | 不變 | – |
| AUPHAurinia Pharmaceuticals Inc. | COM | 42,500 | $24.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 1,456 | $24.3 萬 | <0.1% | −34−2.3% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 190 | $24.3 萬 | <0.1% | −12−5.9% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 3,887 | $24.7 萬 | <0.1% | +374+10.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,445 | $25.0 萬 | <0.1% | −208−7.8% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 1,912 | $25.0 萬 | <0.1% | −120−5.9% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 5,905 | $25.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 18,653 | $25.2 萬 | <0.1% | −634−3.3% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 239 | $25.2 萬 | <0.1% | +239 | 新進 | 歷史 |
| PPLPPL Corp | COM | 9,065 | $25.3 萬 | <0.1% | +11+0.1% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 1,159 | $25.3 萬 | <0.1% | +24+2.1% | 加碼 | 歷史 |
| HESHess Corp | Stock | 1,732 | $25.6 萬 | <0.1% | −3,420−66.4% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 549 | $25.7 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,084 | $26.2 萬 | <0.1% | +1,084 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,242 | $26.3 萬 | <0.1% | +74+3.4% | 加碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,351 | $26.4 萬 | <0.1% | −1,897−23.0% | 減碼 | – |
| ENVAEnova International, Inc. | COM | 4,263 | $26.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 67 | $26.5 萬 | <0.1% | +9+15.5% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 962 | $26.6 萬 | <0.1% | +962 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 1,757 | $27.0 萬 | <0.1% | +9+0.5% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 1,877 | $28.1 萬 | <0.1% | +1,877 | 新進 | 歷史 |
| NDAQNasdaq, Inc. | COM | 4,680 | $28.2 萬 | <0.1% | +87+1.9% | 加碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 5,474 | $28.8 萬 | <0.1% | +68+1.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,126 | $28.8 萬 | <0.1% | +48+4.5% | 加碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 14,454 | $28.9 萬 | <0.1% | +205+1.4% | 加碼 | 歷史 |
| NUENucor Corp | COM | 1,846 | $29.2 萬 | <0.1% | +1,846 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 962 | $29.6 萬 | <0.1% | +52+5.7% | 加碼 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,130 | $29.8 萬 | <0.1% | +8+0.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,832 | $30.1 萬 | <0.1% | +1,832 | 新進 | – |
| DDDuPont de Nemours, Inc. | COM | 3,769 | $30.3 萬 | <0.1% | +455+13.7% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 51,272 | $30.4 萬 | <0.1% | −60,000−53.9% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,531 | $30.7 萬 | <0.1% | −2,382−60.9% | 減碼 | 歷史 |
| CRNCCerence Inc. | COM | 108,371 | $30.7 萬 | <0.1% | +76,394+238.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 10,019 | $31.0 萬 | <0.1% | −33,609−77.0% | 減碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,300 | $31.1 萬 | <0.1% | +3,300 | 新進 | – |
| FERGFerguson Enterprises Inc. | SHS | 1,611 | $31.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,773 | $31.2 萬 | <0.1% | +158+9.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 894 | $31.3 萬 | <0.1% | −1,483−62.4% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 704 | $31.4 萬 | <0.1% | +88+14.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,762 | $31.6 萬 | <0.1% | +105+4.0% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 5,050 | $31.6 萬 | <0.1% | +5,050 | 新進 | 歷史 |
| HSYHershey Co | COM | 1,725 | $31.7 萬 | <0.1% | +11+0.6% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,063 | $31.8 萬 | <0.1% | −259−19.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,392 | $31.8 萬 | <0.1% | −15,191−73.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 690 | $32.2 萬 | <0.1% | +53+8.3% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 3,646 | $32.6 萬 | <0.1% | +500+15.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,087 | $33.7 萬 | <0.1% | 00.0% | 不變 | – |
| PINSPinterest, Inc. | CL A | 7,645 | $33.7 萬 | <0.1% | +83+1.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,859 | $34.1 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,238 | $34.2 萬 | <0.1% | +287+3.6% | 加碼 | – |
| WDAYWorkday, Inc. | CL A | 1,540 | $34.4 萬 | <0.1% | +39+2.6% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,655 | $34.4 萬 | <0.1% | +20+0.8% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 7,484 | $34.8 萬 | <0.1% | +2,208+41.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,834 | $35.9 萬 | <0.1% | −222−10.8% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,736 | $36.1 萬 | <0.1% | +152+9.6% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 25,633 | $37.5 萬 | <0.1% | +350+1.4% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 8,344 | $37.8 萬 | <0.1% | +1,093+15.1% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $37.9 萬 | <0.1% | 00.0% | 不變 | – |
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 |