Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 376
- 較 2024 年第 2 季 +49
- 總值
- $9.23 億
- 較 2024 年第 2 季 +$1.01 億 (+12.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 739,869 | $9,108 萬 | 9.9% | −254,257−25.6% | 減碼 | 歷史 |
| VERXVertex, Inc. | Stock | 2,163,058 | $8,330 萬 | 9.0% | −4150.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 147,941 | $3,447 萬 | 3.7% | +1,281+0.9% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 88,021 | $2,767 萬 | 3.0% | −150.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 57,266 | $2,464 萬 | 2.7% | +3,956+7.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 42,464 | $2,449 萬 | 2.7% | −160.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 192,864 | $2,256 萬 | 2.4% | +23,567+13.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,468 | $2,150 萬 | 2.3% | +316+0.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 35,656 | $2,041 萬 | 2.2% | +1,513+4.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 230,917 | $2,035 萬 | 2.2% | −2,525−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 79,959 | $1,490 萬 | 1.6% | +12,303+18.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 77,402 | $1,284 萬 | 1.4% | +8,039+11.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 52,272 | $1,180 萬 | 1.3% | +736+1.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 93,748 | $1,139 萬 | 1.2% | −148−0.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 24,348 | $1,121 萬 | 1.2% | +11,283+86.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 20,211 | $1,070 萬 | 1.2% | −390−1.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 61,305 | $993.5 萬 | 1.1% | +2,241+3.8% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 192,951 | $980.4 萬 | 1.1% | +215+0.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,065 | $972.1 萬 | 1.1% | +9+0.1% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 34,400 | $952.1 萬 | 1.0% | −91−0.3% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 114,813 | $862.9 萬 | 0.9% | −490.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,781 | $819.0 萬 | 0.9% | +4,789+39.9% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 238,363 | $817.3 萬 | 0.9% | +238,363 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 12,465 | $728.8 萬 | 0.8% | +909+7.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,681 | $680.5 萬 | 0.7% | +543+7.6% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 28,433 | $634.3 萬 | 0.7% | +640+2.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 39,535 | $619.8 萬 | 0.7% | −2,341−5.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 18,996 | $578.4 萬 | 0.6% | +794+4.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 15,864 | $560.7 萬 | 0.6% | −398−2.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,095 | $529.2 萬 | 0.6% | +859+3.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 31,012 | $527.4 萬 | 0.6% | +2,167+7.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 21,194 | $515.1 萬 | 0.6% | +9,600+82.8% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $509.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 10,248 | $506.1 萬 | 0.5% | +1,214+13.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,324 | $499.4 萬 | 0.5% | +756+6.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 18,492 | $483.8 萬 | 0.5% | +4,719+34.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 11,989 | $450.0 萬 | 0.5% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 25,040 | $433.7 萬 | 0.5% | +2,312+10.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,897 | $432.4 萬 | 0.5% | +2,025+10.2% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 14,456 | $424.8 萬 | 0.5% | −891−5.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 35,685 | $418.3 萬 | 0.5% | +5,986+20.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 11,042 | $398.9 萬 | 0.4% | +350+3.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,333 | $393.3 萬 | 0.4% | +242+4.0% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 87,277 | $386.3 萬 | 0.4% | −6,127−6.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,846 | $378.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,214 | $375.0 萬 | 0.4% | +404+2.9% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 32,670 | $372.5 萬 | 0.4% | +1,518+4.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 25,231 | $358.4 萬 | 0.4% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 3,895 | $345.3 萬 | 0.4% | +131+3.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,457 | $342.5 萬 | 0.4% | +2,437+24.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,570 | $337.6 萬 | 0.4% | −1,330−6.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 51,981 | $336.5 萬 | 0.4% | −155−0.3% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 16,954 | $331.3 萬 | 0.4% | +2,044+13.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,748 | $330.1 萬 | 0.4% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 11,587 | $322.3 萬 | 0.3% | +693+6.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 43,025 | $311.2 萬 | 0.3% | −2,424−5.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 15,065 | $311.2 萬 | 0.3% | +520+3.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 25,538 | $310.0 萬 | 0.3% | +755+3.0% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 46,683 | $304.2 萬 | 0.3% | −3,069−6.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,427 | $303.7 萬 | 0.3% | +62+0.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 31,056 | $298.7 萬 | 0.3% | +1,076+3.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 19,498 | $287.1 萬 | 0.3% | +125+0.6% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,653 | $282.9 萬 | 0.3% | +174+5.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 93,999 | $273.6 萬 | 0.3% | +918+1.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,997 | $268.0 萬 | 0.3% | −371−11.0% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 2,494 | $259.1 萬 | 0.3% | −32−1.3% | 減碼 | 歷史 |
| AVAVAeroVironment Inc | COM | 12,767 | $256.0 萬 | 0.3% | −679−5.0% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 28,678 | $254.6 萬 | 0.3% | −1,461−4.8% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,433 | $249.1 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 3,445 | $244.3 萬 | 0.3% | +361+11.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 11,522 | $239.2 萬 | 0.3% | +494+4.5% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,504 | $236.6 萬 | 0.3% | +30.0% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 20,519 | $233.0 萬 | 0.3% | −552−2.6% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 7,842 | $228.7 萬 | 0.2% | −699−8.2% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 8,196 | $222.0 萬 | 0.2% | −40.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 27,751 | $216.6 萬 | 0.2% | +27,751 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 25,456 | $215.2 萬 | 0.2% | −1,115−4.2% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 4,354 | $213.9 萬 | 0.2% | +3,463+388.7% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 9,798 | $211.5 萬 | 0.2% | +187+1.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 53,153 | $210.9 萬 | 0.2% | +5,063+10.5% | 加碼 | 歷史 |
| NVRNVR Inc | COM | 214 | $210.0 萬 | 0.2% | +214 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 18,136 | $205.4 萬 | 0.2% | −139−0.8% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 20,698 | $201.8 萬 | 0.2% | −5,370−20.6% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 43,746 | $199.7 萬 | 0.2% | +3,392+8.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,551 | $198.2 萬 | 0.2% | +17+0.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 10,269 | $189.8 萬 | 0.2% | +620+6.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 10,554 | $189.6 萬 | 0.2% | +3,819+56.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,052 | $188.3 萬 | 0.2% | +1,348+13.9% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 6,854 | $183.7 萬 | 0.2% | +31+0.5% | 加碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 11,914 | $183.3 萬 | 0.2% | −395−3.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,942 | $182.0 萬 | 0.2% | +88+3.1% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 17,638 | $177.6 萬 | 0.2% | +17,638 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,831 | $173.0 萬 | 0.2% | +10.0% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 4,251 | $172.8 萬 | 0.2% | +4,251 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 56,554 | $163.7 萬 | 0.2% | +5,071+9.8% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 7,259 | $163.4 萬 | 0.2% | +26+0.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 11,782 | $160.6 萬 | 0.2% | −18−0.2% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,236 | $160.4 萬 | 0.2% | +482+5.5% | 加碼 | 歷史 |
| CICigna Group | Stock | 4,587 | $158.9 萬 | 0.2% | +3,921+588.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 10,377 | $158.9 萬 | 0.2% | −645−5.9% | 減碼 | 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。
2024 年第 2 季之後清倉（13 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DGDollar General Corp | COM | 7,771 | $102.8 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | COM | 702 | $74.9 萬 | 0.1% | 歷史 |
| SHELShell plc | ADR | 7,115 | $51.4 萬 | 0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 519 | $40.9 萬 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 7,645 | $33.7 萬 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 10,019 | $31.0 萬 | <0.1% | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 51,272 | $30.4 萬 | <0.1% | 歷史 |
| TDGTransDigm Group INC | COM | 190 | $24.3 萬 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,558 | $23.6 萬 | <0.1% | 歷史 |
| TMToyota Motor Corp | ADS | 1,118 | $22.9 萬 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 402 | $22.7 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 16,170 | $20.3 萬 | <0.1% | 歷史 |
| IBRXImmunityBio, Inc. | COM | 12,500 | $7.90 萬 | <0.1% | 歷史 |