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 |
|---|---|---|---|---|---|---|---|
| VVRInvesco Senior Income Trust | COM | 10,400 | $4.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 10,670 | $4.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $5.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PETSPetmed Express Inc | COM | 23,800 | $8.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 29,663 | $12.2 萬 | <0.1% | +19,663+196.6% | 加碼 | 歷史 |
| SEEDOrigin Agritech LTD | SHS NEW | 41,542 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SSLSasol Ltd | SPONSORED ADR | 19,142 | $12.9 萬 | <0.1% | +19,142 | 新進 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 11,254 | $13.1 萬 | <0.1% | +11,254 | 新進 | 歷史 |
| ECEcopetrol S.A. | SPONSORED ADS | 15,215 | $13.6 萬 | <0.1% | +15,215 | 新進 | 歷史 |
| BAKBraskem SA | SP ADR PFD A | 20,413 | $15.0 萬 | <0.1% | +20,413 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 18,626 | $15.4 萬 | <0.1% | +4,519+32.0% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 50,000 | $16.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 3,570 | $20.6 萬 | <0.1% | +3,570 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 727 | $20.6 萬 | <0.1% | +727 | 新進 | – |
| MPCMarathon Petroleum Corp | Stock | 1,278 | $20.8 萬 | <0.1% | +40+3.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,597 | $21.0 萬 | <0.1% | +1,597 | 新進 | 歷史 |
| ARMKAramark | COM | 5,435 | $21.0 萬 | <0.1% | +5,435 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,940 | $21.1 萬 | <0.1% | −337−14.8% | 減碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 3,250 | $21.1 萬 | <0.1% | +3,250 | 新進 | – |
| GBDCGolub Capital BDC, Inc. | COM | 14,100 | $21.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,653 | $21.3 萬 | <0.1% | +9,653 | 新進 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 401 | $21.6 萬 | <0.1% | +401 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 718 | $21.7 萬 | <0.1% | +718 | 新進 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 3,539 | $21.8 萬 | <0.1% | +3,539 | 新進 | – |
| FANGDiamondback Energy, Inc. | Stock | 1,266 | $21.8 萬 | <0.1% | +1,266 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 565 | $22.0 萬 | <0.1% | +565 | 新進 | 歷史 |
| WEXWEX Inc. | COM | 1,048 | $22.0 萬 | <0.1% | −149−12.4% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,629 | $22.0 萬 | <0.1% | +1,629 | 新進 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,005 | $22.1 萬 | <0.1% | 00.0% | 不變 | – |
| HPQHP Inc | Stock | 6,146 | $22.2 萬 | <0.1% | +6,146 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,680 | $22.2 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,700 | $22.3 萬 | <0.1% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 6,523 | $22.5 萬 | <0.1% | +6,523 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 937 | $22.6 萬 | <0.1% | +937 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 1,901 | $22.7 萬 | <0.1% | +1,901 | 新進 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 700 | $22.9 萬 | <0.1% | +1+0.1% | 加碼 | – |
| KEYKeycorp | COM | 13,691 | $22.9 萬 | <0.1% | +13,691 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 511 | $23.0 萬 | <0.1% | +511 | 新進 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,053 | $23.2 萬 | <0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 993 | $23.2 萬 | <0.1% | +993 | 新進 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 4,800 | $23.4 萬 | <0.1% | +4,800 | 新進 | – |
| CFGCitizens Financial Group Inc | COM | 5,735 | $23.6 萬 | <0.1% | +14+0.2% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 1,071 | $23.6 萬 | <0.1% | −88−7.6% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 1,959 | $24.0 萬 | <0.1% | +244+14.2% | 加碼 | 歷史 |
| HESHess Corp | Stock | 1,779 | $24.2 萬 | <0.1% | +47+2.7% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,919 | $24.4 萬 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 2,237 | $24.7 萬 | <0.1% | +5+0.2% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 3,963 | $24.8 萬 | <0.1% | +76+2.0% | 加碼 | 歷史 |
| SRESempra | Stock | 2,973 | $24.9 萬 | <0.1% | +2,973 | 新進 | 歷史 |
| AZTAAzenta, Inc. | COM | 5,173 | $25.1 萬 | <0.1% | −301−5.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,994 | $25.1 萬 | <0.1% | +2,994 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 3,512 | $25.3 萬 | <0.1% | +291+9.0% | 加碼 | 歷史 |
| GIBCgi Inc | CL A | 2,200 | $25.3 萬 | <0.1% | +2,200 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,506 | $25.5 萬 | <0.1% | +101+7.2% | 加碼 | 歷史 |
| GGenpact LTD | SHS | 6,500 | $25.5 萬 | <0.1% | +6,500 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 5,110 | $25.5 萬 | <0.1% | +5,110 | 新進 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,351 | $25.7 萬 | <0.1% | 00.0% | 不變 | – |
| BSXBoston Scientific Corp | Stock | 3,073 | $25.8 萬 | <0.1% | +253+9.0% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,181 | $25.9 萬 | <0.1% | +2,181 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,924 | $26.0 萬 | <0.1% | 00.0% | 不變 | – |
| OKEONEOK Inc | COM | 2,859 | $26.1 萬 | <0.1% | +2,859 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 950 | $26.2 萬 | <0.1% | +950 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,001 | $26.2 萬 | <0.1% | +1,001 | 新進 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 5,905 | $26.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 1,529 | $26.3 萬 | <0.1% | +73+5.0% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,069 | $26.6 萬 | <0.1% | −15−1.4% | 減碼 | 歷史 |
| NCNOnCino, Inc. | COM | 8,424 | $26.6 萬 | <0.1% | +8,424 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,609 | $27.1 萬 | <0.1% | +141+5.7% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 1,954 | $27.4 萬 | <0.1% | +42+2.2% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 1,551 | $27.6 萬 | <0.1% | −9−0.6% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 3,372 | $27.8 萬 | <0.1% | +163+5.1% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,306 | $27.9 萬 | <0.1% | +64+2.9% | 加碼 | 歷史 |
| NUENucor Corp | COM | 1,878 | $28.2 萬 | <0.1% | +32+1.7% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 4,531 | $28.7 萬 | <0.1% | +4,531 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 1,769 | $28.8 萬 | <0.1% | +12+0.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,120 | $29.0 萬 | <0.1% | −325−13.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 2,168 | $29.1 萬 | <0.1% | +2,168 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,159 | $29.6 萬 | <0.1% | +173+5.8% | 加碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $29.9 萬 | <0.1% | −9,470−47.6% | 減碼 | – |
| CMGChipotle Mexican Grill Inc | COM | 5,230 | $30.1 萬 | <0.1% | +180+3.6% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,666 | $30.7 萬 | <0.1% | +11+0.4% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 3,828 | $30.8 萬 | <0.1% | +230+6.4% | 加碼 | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 42,500 | $31.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 298 | $31.3 萬 | <0.1% | +70+30.7% | 加碼 | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 10,000 | $31.4 萬 | <0.1% | +10,000 | 新進 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,300 | $31.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,138 | $32.1 萬 | <0.1% | +8+0.4% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 77 | $32.4 萬 | <0.1% | +10+14.9% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 4,429 | $32.4 萬 | <0.1% | +4,429 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,832 | $32.8 萬 | <0.1% | 00.0% | 不變 | – |
| CRNCCerence Inc. | COM | 104,270 | $32.8 萬 | <0.1% | −4,101−3.8% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,681 | $33.4 萬 | <0.1% | +70+4.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 2,144 | $33.4 萬 | <0.1% | +703+48.8% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,033 | $33.5 萬 | <0.1% | −30−2.8% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,182 | $34.2 萬 | <0.1% | +56+5.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,068 | $34.6 萬 | <0.1% | +106+11.0% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 1,817 | $34.7 萬 | <0.1% | +282+18.4% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,777 | $35.1 萬 | <0.1% | +809+41.1% | 加碼 | 歷史 |
| ENVAEnova International, Inc. | COM | 4,263 | $35.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,414 | $36.1 萬 | <0.1% | +176+14.2% | 加碼 | 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 |