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 |
|---|---|---|---|---|---|---|---|
| PPLPPL Corp | COM | 10,831 | $36.1 萬 | <0.1% | +1,766+19.5% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 1,934 | $36.3 萬 | <0.1% | +57+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,087 | $36.4 萬 | <0.1% | 00.0% | 不變 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 790 | $36.7 萬 | <0.1% | +241+43.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,860 | $37.0 萬 | <0.1% | +1+0.1% | 加碼 | – |
| ANETArista Networks, Inc. | COM | 968 | $37.2 萬 | <0.1% | +74+8.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,171 | $37.2 萬 | <0.1% | −67−0.8% | 減碼 | – |
| VFCV F Corp | Stock | 18,687 | $37.3 萬 | <0.1% | +34+0.2% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 4,203 | $37.4 萬 | <0.1% | +434+11.5% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,975 | $37.9 萬 | <0.1% | +250+14.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,368 | $38.0 萬 | <0.1% | +2,368 | 新進 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,875 | $38.4 萬 | <0.1% | +1,875 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 617 | $39.0 萬 | <0.1% | +198+47.3% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,629 | $39.8 萬 | <0.1% | +89+5.8% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 3,607 | $40.3 萬 | <0.1% | −39−1.1% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $40.4 萬 | <0.1% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 799 | $41.3 萬 | <0.1% | +95+13.5% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,597 | $41.5 萬 | <0.1% | +66+4.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 500 | $41.7 萬 | <0.1% | +500 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 4,011 | $42.2 萬 | <0.1% | +1,249+45.2% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 5,818 | $42.5 萬 | <0.1% | +1,138+24.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,514 | $43.0 萬 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 6,920 | $43.5 萬 | <0.1% | +1,528+28.3% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 9,279 | $43.9 萬 | <0.1% | +935+11.2% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 2,625 | $44.9 萬 | <0.1% | +14+0.5% | 加碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 30,244 | $44.9 萬 | <0.1% | +490+1.6% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 10,060 | $45.1 萬 | <0.1% | +2,576+34.4% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,432 | $45.6 萬 | <0.1% | −470−24.7% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,008 | $47.0 萬 | 0.1% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 2,505 | $47.6 萬 | 0.1% | +2,505 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 7,397 | $47.9 萬 | 0.1% | +412+5.9% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,336 | $48.2 萬 | 0.1% | +563+31.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 422 | $48.6 萬 | 0.1% | +183+76.6% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,675 | $49.4 萬 | 0.1% | −1,280−11.7% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 8,593 | $50.5 萬 | 0.1% | +73+0.9% | 加碼 | 歷史 |
| CMSCMS Energy Corp | COM | 7,204 | $50.9 萬 | 0.1% | +7,204 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 5,765 | $51.4 萬 | 0.1% | +173+3.1% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,951 | $51.6 萬 | 0.1% | +288+7.9% | 加碼 | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 9,996 | $52.2 萬 | 0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 2,265 | $52.7 萬 | 0.1% | +431+23.5% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 3,165 | $52.7 萬 | 0.1% | +362+12.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 917 | $53.6 萬 | 0.1% | +227+32.9% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 2,395 | $54.2 萬 | 0.1% | +64+2.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,241 | $54.4 萬 | 0.1% | +27+0.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 8,318 | $54.9 萬 | 0.1% | +8,318 | 新進 | 歷史 |
| SPSCSPS Commerce Inc | COM | 2,828 | $54.9 萬 | 0.1% | −91−3.1% | 減碼 | 歷史 |
| AZPNAspen Technology, Inc. | COM | 2,314 | $55.3 萬 | 0.1% | −88−3.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,655 | $56.6 萬 | 0.1% | +15+0.9% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 14,890 | $56.6 萬 | 0.1% | +14,890 | 新進 | 歷史 |
| MKLMarkel Group Inc. | COM | 368 | $57.7 萬 | 0.1% | +368 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,041 | $58.0 萬 | 0.1% | +58+1.5% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 8,719 | $58.5 萬 | 0.1% | −817−8.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,547 | $58.6 萬 | 0.1% | +176+7.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,512 | $59.6 萬 | 0.1% | +1,736+17.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 5,739 | $59.8 萬 | 0.1% | +794+16.1% | 加碼 | 歷史 |
| STBAS&T Bancorp Inc | COM | 14,502 | $60.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 1,145 | $60.9 萬 | 0.1% | −99−8.0% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 16,763 | $61.3 萬 | 0.1% | +16,763 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,614 | $62.8 萬 | 0.1% | +1,614 | 新進 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 27,098 | $63.1 萬 | 0.1% | +12,644+87.5% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 2,332 | $63.2 萬 | 0.1% | +1,370+142.4% | 加碼 | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 24,645 | $63.7 萬 | 0.1% | −988−3.9% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 1,098 | $64.0 萬 | 0.1% | +18+1.7% | 加碼 | 歷史 |
| NEOGNeogen Corp | COM | 38,558 | $64.8 萬 | 0.1% | +10,749+38.7% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,254 | $65.2 萬 | 0.1% | +61+5.1% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 6,427 | $65.8 萬 | 0.1% | −30−0.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,622 | $66.1 萬 | 0.1% | +577+11.4% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 29,010 | $66.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 36,196 | $66.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BLKBBlackbaud Inc | COM | 7,911 | $67.0 萬 | 0.1% | −315−3.8% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 2,333 | $67.0 萬 | 0.1% | +2,333 | 新進 | 歷史 |
| LINLinde PLC | Stock | 1,414 | $67.4 萬 | 0.1% | +146+11.5% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 22,898 | $68.0 萬 | 0.1% | −920−3.9% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 16,877 | $68.4 萬 | 0.1% | −748−4.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,655 | $68.5 萬 | 0.1% | +513+10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,890 | $68.6 萬 | 0.1% | +2,310+21.8% | 加碼 | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 18,819 | $69.9 萬 | 0.1% | +2,045+12.2% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 364 | $70.7 萬 | 0.1% | +364 | 新進 | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 50,000 | $72.0 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 7,123 | $73.1 萬 | 0.1% | −26−0.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 8,117 | $73.2 萬 | 0.1% | +1,927+31.1% | 加碼 | 歷史 |
| RAMPLiveRamp Holdings, Inc. | COM | 29,937 | $74.2 萬 | 0.1% | +8,254+38.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 4,910 | $74.7 萬 | 0.1% | +722+17.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,041 | $75.0 萬 | 0.1% | +547+21.9% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 26,540 | $75.1 萬 | 0.1% | +385+1.5% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3,613 | $75.8 萬 | 0.1% | −75−2.0% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 23,500 | $75.8 萬 | 0.1% | +23,500 | 新進 | – |
| TWTradeweb Markets Inc. | Stock | 6,167 | $76.3 萬 | 0.1% | −246−3.8% | 減碼 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 450 | $76.3 萬 | 0.1% | +450 | 新進 | 歷史 |
| SCIService Corp International | COM | 9,942 | $78.5 萬 | 0.1% | −458−4.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,987 | $79.0 萬 | 0.1% | +1,728+14.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,168 | $79.1 萬 | 0.1% | −80−1.9% | 減碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 22,328 | $81.3 萬 | 0.1% | −1,300−5.5% | 減碼 | – |
| RGENRepligen Corp | COM | 5,514 | $82.1 萬 | 0.1% | −218−3.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 7,121 | $82.1 萬 | 0.1% | +122+1.7% | 加碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 3,800 | $82.8 萬 | 0.1% | +130+3.5% | 加碼 | 歷史 |
| GILGildan Activewear Inc. | Stock | 17,741 | $83.6 萬 | 0.1% | +380+2.2% | 加碼 | 歷史 |
| Trust for Professional Manag89834G562 | JENSEN QUALITY | 31,487 | $83.6 萬 | 0.1% | +31,487 | 新進 | – |
| DLRDigital Realty Trust, Inc. | COM | 5,184 | $83.9 萬 | 0.1% | +121+2.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,014 | $84.1 萬 | 0.1% | +98+5.1% | 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 |