Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/23 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 432
- 較 2024 年第 4 季 +22
- 總值
- $9.46 億
- 較 2024 年第 4 季 −$8,453 萬 (−8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MTZMastec Inc | COM | 776,687 | $9,065 萬 | 9.6% | −41,959−5.1% | 減碼 | 歷史 |
| VERXVertex, Inc. | Stock | 1,323,779 | $4,635 萬 | 4.9% | −74,000−5.3% | 減碼 | 歷史 |
| Trust for Professional Manag89834G562 | JENSEN QUALITY | 1,670,000 | $4,255 萬 | 4.5% | −51,881−3.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 188,425 | $4,185 萬 | 4.4% | +16,014+9.3% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 90,394 | $2,773 萬 | 2.9% | −567−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 63,714 | $2,392 萬 | 2.5% | +1,941+3.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 215,758 | $2,256 萬 | 2.4% | +11,099+5.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 40,306 | $2,255 萬 | 2.4% | +1,374+3.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 38,724 | $2,176 萬 | 2.3% | +227+0.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 35,717 | $2,059 萬 | 2.2% | −1,197−3.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 229,995 | $1,957 萬 | 2.1% | +1,467+0.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 87,256 | $1,660 萬 | 1.8% | −30.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 25,918 | $1,380 萬 | 1.5% | −34−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 124,712 | $1,352 萬 | 1.4% | +5,710+4.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 83,937 | $1,298 萬 | 1.4% | +4,340+5.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 23,764 | $1,221 萬 | 1.3% | +2,083+9.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 52,594 | $1,086 萬 | 1.1% | +309+0.6% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,082 | $911.3 萬 | 1.0% | +10+0.1% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 119,238 | $868.8 萬 | 0.9% | +1,930+1.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 52,198 | $865.6 萬 | 0.9% | −2,991−5.4% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 29,050 | $786.8 萬 | 0.8% | −5,354−15.6% | 減碼 | – |
| BSYBentley Systems Inc | COM CL B | 193,599 | $761.6 萬 | 0.8% | +417+0.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,848 | $743.1 萬 | 0.8% | −3,035−16.1% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 28,826 | $703.4 萬 | 0.7% | +655+2.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,697 | $654.9 萬 | 0.7% | +62+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 43,908 | $647.5 萬 | 0.7% | −2,104−4.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 19,304 | $603.0 萬 | 0.6% | +394+2.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,397 | $596.9 萬 | 0.6% | −1,034−8.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 10,494 | $575.2 萬 | 0.6% | −298−2.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 20,692 | $536.3 萬 | 0.6% | +758+3.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 40,313 | $534.7 萬 | 0.6% | +7,748+23.8% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $508.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RBLXRoblox Corp | Stock | 86,982 | $507.0 萬 | 0.5% | −155−0.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 16,090 | $502.1 萬 | 0.5% | −303−1.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 40,106 | $477.0 萬 | 0.5% | +7,304+22.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,989 | $469.0 萬 | 0.5% | +600+4.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 21,983 | $460.6 萬 | 0.5% | +1,171+5.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,137 | $460.4 萬 | 0.5% | −867−6.2% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 74,016 | $459.6 萬 | 0.5% | +19,301+35.3% | 加碼 | – |
| APHAmphenol Corp | CL A | 68,519 | $450.5 萬 | 0.5% | −3,166−4.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 26,607 | $445.1 萬 | 0.5% | +4,626+21.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,350 | $441.9 萬 | 0.5% | −1,043−16.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 11,580 | $431.1 萬 | 0.5% | +369+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,393 | $417.5 萬 | 0.4% | −986−8.0% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,776 | $416.0 萬 | 0.4% | +107+1.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 24,043 | $409.7 萬 | 0.4% | +1,344+5.9% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 23,966 | $394.6 萬 | 0.4% | +351+1.5% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,808 | $384.4 萬 | 0.4% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 4,029 | $381.0 萬 | 0.4% | +133+3.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 23,648 | $378.6 萬 | 0.4% | −2,998−11.3% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,883 | $367.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 14,859 | $361.9 萬 | 0.4% | +141+1.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 127,927 | $357.7 萬 | 0.4% | +51,340+67.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,972 | $356.5 萬 | 0.4% | +10,297+384.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,562 | $350.7 萬 | 0.4% | −483−3.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 11,894 | $342.7 萬 | 0.4% | −9,600−44.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 25,231 | $342.3 萬 | 0.4% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 22,728 | $340.8 萬 | 0.4% | −7,830−25.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,871 | $332.7 萬 | 0.4% | −55−0.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 32,756 | $323.3 萬 | 0.3% | −286−0.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 10,481 | $321.8 萬 | 0.3% | −629−5.7% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 93,920 | $320.6 萬 | 0.3% | +834+0.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,360 | $313.3 萬 | 0.3% | −310−8.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 12,154 | $281.4 萬 | 0.3% | +275+2.3% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 9,356 | $278.5 萬 | 0.3% | −1,746−15.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,843 | $275.5 萬 | 0.3% | +427+5.1% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 12,475 | $275.5 萬 | 0.3% | +1,810+17.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 37,611 | $271.1 萬 | 0.3% | +10,705+39.8% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,877 | $263.5 萬 | 0.3% | +132+3.5% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 10,598 | $257.9 萬 | 0.3% | +392+3.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,213 | $255.8 萬 | 0.3% | +56+1.8% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 42,011 | $251.1 萬 | 0.3% | +861+2.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 88,303 | $249.7 萬 | 0.3% | +1,948+2.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 59,478 | $248.2 萬 | 0.3% | +2,054+3.6% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,433 | $242.5 萬 | 0.3% | 00.0% | 不變 | – |
| MCOMoodys Corp | Stock | 5,110 | $238.0 萬 | 0.3% | +11+0.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 13,098 | $235.4 萬 | 0.2% | −2,454−15.8% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,513 | $232.9 萬 | 0.2% | +40.0% | 加碼 | – |
| CMECME Group Inc. | COM | 8,674 | $230.1 萬 | 0.2% | +1,117+14.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 11,334 | $226.9 萬 | 0.2% | +4,694+70.7% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 2,177 | $215.1 萬 | 0.2% | −11−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,669 | $214.4 萬 | 0.2% | −329−3.3% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 4,223 | $209.2 萬 | 0.2% | −623−12.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 45,913 | $208.3 萬 | 0.2% | +11,360+32.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,419 | $207.9 萬 | 0.2% | −267−2.5% | 減碼 | – |
| CPRTCopart Inc | COM | 36,130 | $204.5 萬 | 0.2% | +6,298+21.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,995 | $198.8 萬 | 0.2% | +2,282+39.9% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 5,756 | $194.6 萬 | 0.2% | −2,216−27.8% | 減碼 | – |
| CVLTCommvault Systems Inc | COM | 11,962 | $188.7 萬 | 0.2% | −131−1.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 6,448 | $182.5 萬 | 0.2% | +1,114+20.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,035 | $176.4 萬 | 0.2% | −6,033−23.1% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 5,046 | $176.2 萬 | 0.2% | +1,067+26.8% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,996 | $175.7 萬 | 0.2% | +36+0.4% | 加碼 | 歷史 |
| CICigna Group | Stock | 5,339 | $175.7 萬 | 0.2% | +710+15.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,123 | $169.5 萬 | 0.2% | +238+2.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,464 | $167.4 萬 | 0.2% | −1,668−8.3% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 27,721 | $166.4 萬 | 0.2% | +17,115+161.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 6,499 | $165.3 萬 | 0.2% | +1,434+28.3% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 5,894 | $163.9 萬 | 0.2% | −292−4.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,106 | $163.9 萬 | 0.2% | +226+3.8% | 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 | – | $20.7 萬 |
2024 年第 4 季之後清倉（42 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,038 | $225.2 萬 | 0.2% | – |
| APPAppLovin Corp | COM CL A | 5,370 | $173.9 萬 | 0.2% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 26,853 | $140.2 萬 | 0.1% | – |
| NVONovo Nordisk A S | ADR | 14,252 | $122.6 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,870 | $90.1 萬 | 0.1% | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 450 | $87.5 萬 | 0.1% | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 23,500 | $68.3 萬 | 0.1% | – |
| AZPNAspen Technology, Inc. | COM | 2,327 | $58.1 萬 | 0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 903 | $53.6 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 3,452 | $53.3 萬 | 0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 13,066 | $38.3 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 5,600 | $35.5 萬 | <0.1% | – |
| RJFRaymond James Financial Inc | COM | 2,024 | $31.4 萬 | <0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 8,206 | $30.6 萬 | <0.1% | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 10,000 | $28.7 萬 | <0.1% | – |
| RDDTReddit, Inc. | Stock | 1,717 | $28.1 萬 | <0.1% | 歷史 |
| GGenpact LTD | SHS | 6,500 | $27.9 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,995 | $27.0 萬 | <0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,460 | $25.1 萬 | <0.1% | 歷史 |
| MFCManulife Financial Corp | COM | 8,127 | $25.0 萬 | <0.1% | 歷史 |
| GIBCgi Inc | CL A | 2,203 | $24.1 萬 | <0.1% | 歷史 |
| HSYHershey Co | COM | 1,402 | $23.7 萬 | <0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,040 | $23.0 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 2,000 | $22.9 萬 | <0.1% | – |
| CSXCSX Corp | Stock | 7,099 | $22.9 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 8,284 | $22.7 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,929 | $22.7 萬 | <0.1% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 423 | $21.8 萬 | <0.1% | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 807 | $20.9 萬 | <0.1% | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 4,600 | $20.7 萬 | <0.1% | – |
| IRMIron Mountain Inc | COM | 1,940 | $20.5 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 4,800 | $20.5 萬 | <0.1% | – |
| SRESempra | Stock | 2,318 | $20.5 萬 | <0.1% | 歷史 |
| AVYAvery Dennison Corp | COM | 1,076 | $20.1 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 2,358 | $20.0 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 17,239 | $17.1 萬 | <0.1% | 歷史 |
| ECEcopetrol S.A. | SPONSORED ADS | 17,715 | $14.0 萬 | <0.1% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 11,254 | $9.98 萬 | <0.1% | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 29,663 | $9.79 萬 | <0.1% | 歷史 |
| SSLSasol Ltd | SPONSORED ADR | 19,182 | $8.75 萬 | <0.1% | 歷史 |
| BAKBraskem SA | SP ADR PFD A | 20,413 | $7.88 萬 | <0.1% | 歷史 |
| VVRInvesco Senior Income Trust | COM | 10,400 | $4.11 萬 | <0.1% | 歷史 |