Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 18
- 較 2025 年第 1 季 −414
- 總值
- $633.0 萬
- 較 2025 年第 1 季 −$9.40 億 (−99.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Gmo ETF Trust90139K100 | US QUALITY ETF | 89,183 | $260.3 萬 | 41.1% | +89,183 | 新進 | – |
| VERXVertex, Inc. | Stock | 47,482 | $134.4 萬 | 21.2% | −1,276,297−96.4% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 109,695 | $64.4 萬 | 10.2% | −666,992−85.9% | 減碼 | 歷史 |
| FULTFulton Financial Corp | COM | 5,071 | $28.1 萬 | 4.4% | −276,033−98.2% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 8,543 | $23.8 萬 | 3.8% | −229,820−96.4% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 20,593 | $22.4 萬 | 3.5% | −209,402−91.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,304 | $22.2 萬 | 3.5% | −191,454−88.7% | 減碼 | – |
| BSYBentley Systems Inc | COM CL B | 10,458 | $19.4 萬 | 3.1% | −183,141−94.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 24,312 | $11.8 萬 | 1.9% | −164,113−87.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,188 | $10.9 萬 | 1.7% | −109,050−91.5% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 30,467 | $8.97 萬 | 1.4% | −59,927−66.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,511 | $5.70 萬 | 0.9% | −74,745−85.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,995 | $5.13 萬 | 0.8% | −39,599−75.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 24,517 | $3.97 萬 | 0.6% | −15,789−39.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 24,030 | $3.87 萬 | 0.6% | −14,694−37.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 20,693 | $2.80 萬 | 0.4% | −15,024−42.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,310 | $2.47 萬 | 0.4% | −51,404−80.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,896 | $2.26 萬 | 0.4% | −10,868−45.7% | 減碼 | – |
2025 年第 1 季之後清倉（415 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 415 檔。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Trust for Professional Manag89834G562 | JENSEN QUALITY | 1,670,000 | $4,255 萬 | 4.5% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 25,918 | $1,380 萬 | 1.5% | 歷史 |
| NVDANVIDIA Corp | Stock | 124,712 | $1,352 萬 | 1.4% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 83,937 | $1,298 萬 | 1.4% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,082 | $911.3 萬 | 1.0% | 歷史 |
| JNJJohnson & Johnson | Stock | 52,198 | $865.6 萬 | 0.9% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 29,050 | $786.8 萬 | 0.8% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,848 | $743.1 萬 | 0.8% | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 28,826 | $703.4 萬 | 0.7% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,697 | $654.9 萬 | 0.7% | 歷史 |
| GOOGAlphabet Inc. | Stock | 43,908 | $647.5 萬 | 0.7% | 歷史 |
| MCDMcDonalds Corp | Stock | 19,304 | $603.0 萬 | 0.6% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,397 | $596.9 萬 | 0.6% | 歷史 |
| MAMastercard Inc | Stock | 10,494 | $575.2 萬 | 0.6% | 歷史 |
| TSLATesla, Inc. | Stock | 20,692 | $536.3 萬 | 0.6% | 歷史 |
| ABTAbbott Laboratories | Stock | 40,313 | $534.7 萬 | 0.6% | 歷史 |
| RBLXRoblox Corp | Stock | 86,982 | $507.0 萬 | 0.5% | 歷史 |
| ACNAccenture plc | Stock | 16,090 | $502.1 萬 | 0.5% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 40,106 | $477.0 萬 | 0.5% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,989 | $469.0 萬 | 0.5% | – |
| ABBVAbbVie Inc. | Stock | 21,983 | $460.6 萬 | 0.5% | 歷史 |
| VVisa Inc. | Stock | 13,137 | $460.4 萬 | 0.5% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 74,016 | $459.6 萬 | 0.5% | – |
| APHAmphenol Corp | CL A | 68,519 | $450.5 萬 | 0.5% | 歷史 |
| CVXChevron Corp | Stock | 26,607 | $445.1 萬 | 0.5% | 歷史 |
| LLYEli Lilly & Co | Stock | 5,350 | $441.9 萬 | 0.5% | 歷史 |
| SYKStryker Corp | Stock | 11,580 | $431.1 萬 | 0.5% | 歷史 |
| HDHome Depot, Inc. | Stock | 11,393 | $417.5 萬 | 0.4% | 歷史 |
| INTUIntuit Inc. | Stock | 6,776 | $416.0 萬 | 0.4% | 歷史 |
| PGProcter & Gamble Co | Stock | 24,043 | $409.7 萬 | 0.4% | 歷史 |
| ZTSZoetis Inc. | Stock | 23,966 | $394.6 萬 | 0.4% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,808 | $384.4 萬 | 0.4% | – |
| COSTCostco Wholesale Corp | Stock | 4,029 | $381.0 萬 | 0.4% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 23,648 | $378.6 萬 | 0.4% | 歷史 |
| MELIMercadolibre Inc | COM | 1,883 | $367.3 萬 | 0.4% | 歷史 |
| EFXEquifax Inc | COM | 14,859 | $361.9 萬 | 0.4% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 127,927 | $357.7 萬 | 0.4% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,972 | $356.5 萬 | 0.4% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,562 | $350.7 萬 | 0.4% | – |
| GLDSPDR Gold Trust | ETF | 11,894 | $342.7 萬 | 0.4% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 25,231 | $342.3 萬 | 0.4% | – |
| PEPPepsiCo Inc | Stock | 22,728 | $340.8 萬 | 0.4% | 歷史 |
| AVGOBroadcom Inc. | Stock | 19,871 | $332.7 萬 | 0.4% | 歷史 |
| DISWalt Disney Co | Stock | 32,756 | $323.3 萬 | 0.3% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 10,481 | $321.8 萬 | 0.3% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 93,920 | $320.6 萬 | 0.3% | 歷史 |
| NFLXNetflix Inc | Stock | 3,360 | $313.3 萬 | 0.3% | 歷史 |
| WMWaste Management Inc | Stock | 12,154 | $281.4 萬 | 0.3% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 9,356 | $278.5 萬 | 0.3% | 歷史 |
| AMGNAmgen Inc | Stock | 8,843 | $275.5 萬 | 0.3% | 歷史 |
| FISVFiserv Inc | Stock | 12,475 | $275.5 萬 | 0.3% | 歷史 |
| KOCoca Cola Co | Stock | 37,611 | $271.1 萬 | 0.3% | 歷史 |
| KLACKLA Corp | COM NEW | 3,877 | $263.5 萬 | 0.3% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 10,598 | $257.9 萬 | 0.3% | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,213 | $255.8 萬 | 0.3% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 42,011 | $251.1 萬 | 0.3% | 歷史 |
| TAT&T Inc. | Stock | 88,303 | $249.7 萬 | 0.3% | 歷史 |
| BACBank of America Corp | Stock | 59,478 | $248.2 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,433 | $242.5 萬 | 0.3% | – |
| MCOMoodys Corp | Stock | 5,110 | $238.0 萬 | 0.3% | 歷史 |
| TXNTexas Instruments Inc | Stock | 13,098 | $235.4 萬 | 0.2% | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,513 | $232.9 萬 | 0.2% | – |
| CMECME Group Inc. | COM | 8,674 | $230.1 萬 | 0.2% | 歷史 |
| GEGeneral Electric Co | Stock | 11,334 | $226.9 萬 | 0.2% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 2,177 | $215.1 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,669 | $214.4 萬 | 0.2% | – |
| ISRGIntuitive Surgical Inc | COM NEW | 4,223 | $209.2 萬 | 0.2% | 歷史 |
| VZVerizon Communications Inc | Stock | 45,913 | $208.3 萬 | 0.2% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,419 | $207.9 萬 | 0.2% | – |
| CPRTCopart Inc | COM | 36,130 | $204.5 萬 | 0.2% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,995 | $198.8 萬 | 0.2% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 5,756 | $194.6 萬 | 0.2% | – |
| CVLTCommvault Systems Inc | COM | 11,962 | $188.7 萬 | 0.2% | 歷史 |
| PGRProgressive Corp | Stock | 6,448 | $182.5 萬 | 0.2% | 歷史 |
| WMTWalmart Inc. | Stock | 20,035 | $176.4 萬 | 0.2% | 歷史 |
| SHWSherwin Williams Co | COM | 5,046 | $176.2 萬 | 0.2% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,996 | $175.7 萬 | 0.2% | 歷史 |
| CICigna Group | Stock | 5,339 | $175.7 萬 | 0.2% | 歷史 |
| ORCLOracle Corp | Stock | 12,123 | $169.5 萬 | 0.2% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,464 | $167.4 萬 | 0.2% | 歷史 |
| MOAltria Group, Inc. | Stock | 27,721 | $166.4 萬 | 0.2% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 6,499 | $165.3 萬 | 0.2% | 歷史 |
| CORCencora, Inc. | Stock | 5,894 | $163.9 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,106 | $163.9 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 64,203 | $162.7 萬 | 0.2% | 歷史 |
| NVRNVR Inc | COM | 215 | $155.8 萬 | 0.2% | 歷史 |
| LOWLowes Companies Inc | Stock | 6,677 | $155.7 萬 | 0.2% | 歷史 |
| BXBlackstone Inc. | COM | 10,768 | $150.5 萬 | 0.2% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 4,355 | $150.5 萬 | 0.2% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 10,295 | $150.3 萬 | 0.2% | – |
| MSCIMSCI Inc. | Stock | 2,644 | $149.5 萬 | 0.2% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,002 | $149.5 萬 | 0.2% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 11,185 | $147.9 萬 | 0.2% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,737 | $145.6 萬 | 0.2% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $144.4 萬 | 0.2% | – |
| SPOTSpotify Technology S.A. | Stock | 2,610 | $143.6 萬 | 0.2% | 歷史 |
| AXPAmerican Express Co | Stock | 5,324 | $143.2 萬 | 0.2% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 4,682 | $142.7 萬 | 0.2% | 歷史 |
| RBCRBC Bearings INC | COM | 4,395 | $141.4 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 14,350 | $140.8 萬 | 0.1% | 歷史 |