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 |
|---|---|---|---|---|---|---|---|
| KKRKKR & Co. Inc. | COM | 3,663 | $38.5 萬 | <0.1% | −4,791−56.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 891 | $39.6 萬 | <0.1% | −249−21.8% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 29,754 | $39.7 萬 | <0.1% | +308+1.0% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 2,803 | $40.1 萬 | <0.1% | −8−0.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,776 | $40.6 萬 | <0.1% | −1,528−13.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,514 | $40.6 萬 | <0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | COM | 519 | $40.9 萬 | <0.1% | −13−2.4% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 5,592 | $41.2 萬 | 0.1% | +68+1.2% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 27,809 | $43.5 萬 | 0.1% | +346+1.3% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,008 | $44.2 萬 | 0.1% | +1,300+48.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,329 | $45.6 萬 | 0.1% | −420−6.2% | 減碼 | – |
| CTVACorteva, Inc. | Stock | 8,520 | $46.0 萬 | 0.1% | +93+1.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 24,078 | $46.0 萬 | 0.1% | +1,670+7.5% | 加碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 2,402 | $47.7 萬 | 0.1% | +37+1.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 6,190 | $48.0 萬 | 0.1% | +6,190 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 4,945 | $48.1 萬 | 0.1% | +1,197+31.9% | 加碼 | 歷史 |
| STBAS&T Bancorp Inc | COM | 14,502 | $48.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 9,996 | $48.8 萬 | 0.1% | 00.0% | 不變 | – |
| ZSZscaler, Inc. | Stock | 2,611 | $50.2 萬 | 0.1% | −8−0.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,580 | $50.3 萬 | 0.1% | −1,512−12.5% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 10,955 | $51.0 萬 | 0.1% | +1,067+10.8% | 加碼 | 歷史 |
| SHELShell plc | ADR | 7,115 | $51.4 萬 | 0.1% | +7,115 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,985 | $51.5 萬 | 0.1% | +472+7.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,142 | $51.6 萬 | 0.1% | +1,495+41.0% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 1,080 | $52.0 萬 | 0.1% | +295+37.6% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 9,620 | $52.1 萬 | 0.1% | +130+1.4% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 2,331 | $52.2 萬 | 0.1% | +819+54.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,229 | $52.6 萬 | 0.1% | +168+8.2% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 15,841 | $53.2 萬 | 0.1% | +15,841 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,371 | $54.1 萬 | 0.1% | +284+13.6% | 加碼 | 歷史 |
| SPSCSPS Commerce Inc | COM | 2,919 | $54.9 萬 | 0.1% | +44+1.5% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,983 | $55.5 萬 | 0.1% | +33+0.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,045 | $55.5 萬 | 0.1% | +910+22.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,640 | $55.6 萬 | 0.1% | +924+129.1% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,268 | $55.6 萬 | 0.1% | +539+73.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,494 | $56.4 萬 | 0.1% | +73+3.0% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 2,896 | $56.9 萬 | 0.1% | +597+26.0% | 加碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 19,908 | $57.7 萬 | 0.1% | 00.0% | 不變 | – |
| ANSSAnsys Inc | COM | 1,902 | $61.1 萬 | 0.1% | −806−29.8% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 29,010 | $61.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPNGlobal Payments Inc | Stock | 6,457 | $62.4 萬 | 0.1% | −638−9.0% | 減碼 | 歷史 |
| BLKBBlackbaud Inc | COM | 8,226 | $62.7 萬 | 0.1% | +117+1.4% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 7,149 | $62.7 萬 | 0.1% | +7,149 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,193 | $64.6 萬 | 0.1% | +117+10.9% | 加碼 | 歷史 |
| GILGildan Activewear Inc. | Stock | 17,361 | $65.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RAMPLiveRamp Holdings, Inc. | COM | 21,683 | $67.1 萬 | 0.1% | +21,683 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,891 | $67.3 萬 | 0.1% | +90+2.4% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 26,155 | $67.4 萬 | 0.1% | +2,686+11.4% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3,688 | $67.5 萬 | 0.1% | +108+3.0% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 6,413 | $68.0 萬 | 0.1% | +103+1.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,187 | $68.6 萬 | 0.1% | +761+53.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,214 | $68.6 萬 | 0.1% | −3,671−41.3% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 8,279 | $68.9 萬 | 0.1% | −10,912−56.9% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,999 | $70.2 萬 | 0.1% | +6,999 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,734 | $70.3 萬 | 0.1% | +2,734 | 新進 | 歷史 |
| DEDeere & Co | Stock | 1,916 | $71.6 萬 | 0.1% | +43+2.3% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 5,732 | $72.3 萬 | 0.1% | +1,338+30.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 12,259 | $72.8 萬 | 0.1% | +3,626+42.0% | 加碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 36,196 | $73.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 1,244 | $73.4 萬 | 0.1% | −105−7.8% | 減碼 | 歷史 |
| SCIService Corp International | COM | 10,400 | $74.0 萬 | 0.1% | −956−8.4% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,248 | $74.1 萬 | 0.1% | 00.0% | 不變 | – |
| PFSProvident Financial Services Inc | COM | 51,668 | $74.1 萬 | 0.1% | +51,668 | 新進 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,741 | $74.4 萬 | 0.1% | +14+0.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 702 | $74.9 萬 | 0.1% | −175−20.0% | 減碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 3,670 | $75.3 萬 | 0.1% | −550−13.0% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,806 | $76.0 萬 | 0.1% | −438−19.5% | 減碼 | 歷史 |
| BABoeing Co | Stock | 4,188 | $76.2 萬 | 0.1% | +340+8.8% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,063 | $77.0 萬 | 0.1% | +133+2.7% | 加碼 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 17,884 | $77.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 10,952 | $77.6 萬 | 0.1% | +6,753+160.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 19,102 | $78.8 萬 | 0.1% | +488+2.6% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,043 | $78.9 萬 | 0.1% | +31+3.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 23,628 | $79.5 萬 | 0.1% | −261−1.1% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 10,837 | $79.8 萬 | 0.1% | −200−1.8% | 減碼 | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 16,774 | $79.9 萬 | 0.1% | +239+1.4% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 23,818 | $80.3 萬 | 0.1% | +322+1.4% | 加碼 | 歷史 |
| STTState Street Corp | COM | 10,969 | $81.2 萬 | 0.1% | −869−7.3% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,596 | $81.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CGNXCognex Corp | COM | 17,625 | $82.4 萬 | 0.1% | +2,344+15.3% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 5,013 | $83.2 萬 | 0.1% | +117+2.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,176 | $84.0 萬 | 0.1% | −1,188−18.7% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 14,122 | $84.8 萬 | 0.1% | −1,203−7.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,551 | $86.2 萬 | 0.1% | +121+8.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 5,600 | $89.0 萬 | 0.1% | +5,600 | 新進 | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 32,282 | $89.5 萬 | 0.1% | −9,404−22.6% | 減碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 3,025 | $89.5 萬 | 0.1% | +49+1.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,994 | $90.2 萬 | 0.1% | +253+14.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,708 | $90.2 萬 | 0.1% | −1,718−38.8% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 22,419 | $91.4 萬 | 0.1% | −2,287−9.3% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,487 | $93.1 萬 | 0.1% | 00.0% | 不變 | – |
| TECHBIO-TECHNE Corp | COM | 13,278 | $95.1 萬 | 0.1% | +286+2.2% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $95.3 萬 | 0.1% | 00.0% | 不變 | – |
| CSGPCostar Group, Inc. | COM | 12,890 | $95.6 萬 | 0.1% | +104+0.8% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 2,377 | $97.0 萬 | 0.1% | +122+5.4% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 5,129 | $98.2 萬 | 0.1% | +130+2.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,490 | $98.3 萬 | 0.1% | 00.0% | 不變 | – |
| FISVFiserv Inc | Stock | 6,735 | $100.4 萬 | 0.1% | +668+11.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,963 | $101.9 萬 | 0.1% | −1,152−22.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,802 | $102.5 萬 | 0.1% | +474+11.0% | 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 |