Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 250
- 較 2025 年第 2 季 +232
- 總值
- $8.10 億
- 較 2025 年第 2 季 +$8.03 億 (+12,691.3%)
| 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 | 3,145,815 | $1.14 億 | 14.1% | +3,056,632+3,427.4% | 加碼 | – |
| MTZMastec Inc | COM | 380,708 | $8,102 萬 | 10.0% | +271,013+247.1% | 加碼 | 歷史 |
| VERXVertex, Inc. | Stock | 1,343,779 | $3,331 萬 | 4.1% | +1,296,297+2,730.1% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 89,578 | $3,274 萬 | 4.0% | +59,111+194.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 117,259 | $2,986 萬 | 3.7% | +92,947+382.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 224,564 | $2,668 萬 | 3.3% | +200,260+824.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 39,675 | $2,643 萬 | 3.3% | +15,158+61.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 38,412 | $2,571 萬 | 3.2% | +14,382+59.9% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 216,908 | $2,094 萬 | 2.6% | +196,315+953.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 27,831 | $2,044 萬 | 2.5% | +7,138+34.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,962 | $1,448 萬 | 1.8% | +15,652+127.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 51,325 | $1,447 萬 | 1.8% | +38,330+295.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 55,470 | $1,348 萬 | 1.7% | +55,470 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 56,658 | $1,244 萬 | 1.5% | +44,147+352.9% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 86,239 | $1,195 萬 | 1.5% | +86,239 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 22,228 | $1,117 萬 | 1.4% | +22,228 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 17,385 | $1,068 萬 | 1.3% | +4,489+34.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,097 | $1,019 萬 | 1.3% | +17,097 | 新進 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 193,998 | $998.7 萬 | 1.2% | +183,540+1,755.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 99,573 | $975.5 萬 | 1.2% | +89,385+877.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,089 | $965.9 萬 | 1.2% | +16,089 | 新進 | – |
| iShares S&P 100 ETF464287101 | ETF | 27,708 | $922.2 萬 | 1.1% | +27,708 | 新進 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 238,363 | $919.4 萬 | 1.1% | +229,820+2,690.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 44,383 | $828.1 萬 | 1.0% | +44,383 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,538 | $821.5 萬 | 1.0% | +17,538 | 新進 | – |
| JNJJohnson & Johnson | Stock | 32,336 | $599.6 萬 | 0.7% | +32,336 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 16,975 | $558.6 萬 | 0.7% | +16,975 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 204,531 | $558.4 萬 | 0.7% | +204,531 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 24,952 | $547.6 萬 | 0.7% | +24,952 | 新進 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $523.7 萬 | 0.6% | +276,033+5,443.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,761 | $523.1 萬 | 0.6% | +11,761 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,931 | $502.5 萬 | 0.6% | +15,931 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 34,446 | $485.5 萬 | 0.6% | +34,446 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 13,333 | $473.9 萬 | 0.6% | +13,333 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 1,859 | $434.5 萬 | 0.5% | +1,859 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,524 | $398.7 萬 | 0.5% | +13,524 | 新進 | – |
| MCDMcDonalds Corp | Stock | 12,959 | $393.8 萬 | 0.5% | +12,959 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 116,454 | $364.2 萬 | 0.4% | +116,454 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,701 | $340.4 萬 | 0.4% | +14,701 | 新進 | 歷史 |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 133,806 | $337.9 萬 | 0.4% | +133,806 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 45,436 | $333.8 萬 | 0.4% | +45,436 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 22,300 | $312.3 萬 | 0.4% | +22,300 | 新進 | – |
| HIMSHims & Hers Health, Inc. | Stock | 51,600 | $292.7 萬 | 0.4% | +51,600 | 新進 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 31,351 | $265.5 萬 | 0.3% | +31,351 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,644 | $246.0 萬 | 0.3% | +9,644 | 新進 | – |
| WMBWilliams Companies, Inc. | COM | 38,274 | $242.5 萬 | 0.3% | +38,274 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 18,066 | $242.0 萬 | 0.3% | +18,066 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,673 | $230.8 萬 | 0.3% | +17,673 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,522 | $223.5 萬 | 0.3% | +28,522 | 新進 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,788 | $218.2 萬 | 0.3% | +7,788 | 新進 | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 53,508 | $206.3 萬 | 0.3% | +53,508 | 新進 | 歷史 |
| EFXEquifax Inc | COM | 7,893 | $202.5 萬 | 0.3% | +7,893 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,503 | $200.7 萬 | 0.2% | +6,503 | 新進 | – |
| ORCLOracle Corp | Stock | 7,075 | $199.0 萬 | 0.2% | +7,075 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,149 | $198.9 萬 | 0.2% | +2,149 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,516 | $197.5 萬 | 0.2% | +17,516 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,696 | $191.2 萬 | 0.2% | +10,696 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $187.7 萬 | 0.2% | +15,552 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 5,569 | $183.7 萬 | 0.2% | +5,569 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 15,851 | $181.5 萬 | 0.2% | +15,851 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,594 | $181.1 萬 | 0.2% | +2,594 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,908 | $179.0 萬 | 0.2% | +8,908 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 34,208 | $176.5 萬 | 0.2% | +34,208 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 101,747 | $174.6 萬 | 0.2% | +101,747 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 4,057 | $172.9 萬 | 0.2% | +4,057 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,138 | $172.7 萬 | 0.2% | +7,138 | 新進 | – |
| VVisa Inc. | Stock | 4,991 | $170.4 萬 | 0.2% | +4,991 | 新進 | 歷史 |
| NVRNVR Inc | COM | 211 | $169.5 萬 | 0.2% | +211 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,964 | $162.1 萬 | 0.2% | +7,964 | 新進 | – |
| APHAmphenol Corp | CL A | 12,891 | $159.8 萬 | 0.2% | +12,891 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,867 | $158.3 萬 | 0.2% | +10,867 | 新進 | – |
| NFLXNetflix Inc | Stock | 1,309 | $156.9 萬 | 0.2% | +1,309 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,210 | $154.1 萬 | 0.2% | +3,210 | 新進 | – |
| PEPPepsiCo Inc | Stock | 10,469 | $147.0 萬 | 0.2% | +10,469 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,850 | $145.7 萬 | 0.2% | +4,850 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 2,511 | $142.8 萬 | 0.2% | +2,511 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,155 | $141.5 萬 | 0.2% | +15,155 | 新進 | – |
| HDHome Depot, Inc. | Stock | 3,472 | $140.7 萬 | 0.2% | +3,472 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,521 | $140.0 萬 | 0.2% | +1,521 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,796 | $137.0 萬 | 0.2% | +1,796 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,061 | $136.9 萬 | 0.2% | +3,061 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,731 | $135.4 萬 | 0.2% | +9,731 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,482 | $133.9 萬 | 0.2% | +6,482 | 新進 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 13,375 | $130.8 萬 | 0.2% | +13,375 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 19,994 | $130.5 萬 | 0.2% | +19,994 | 新進 | – |
| AXPAmerican Express Co | Stock | 3,720 | $123.6 萬 | 0.2% | +3,720 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,413 | $120.2 萬 | 0.1% | +6,413 | 新進 | – |
| AMGNAmgen Inc | Stock | 4,248 | $119.9 萬 | 0.1% | +4,248 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 23,533 | $119.5 萬 | 0.1% | +23,533 | 新進 | – |
| CNOCNO Financial Group, Inc. | COM | 28,968 | $114.6 萬 | 0.1% | +28,968 | 新進 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $109.9 萬 | 0.1% | +15,000 | 新進 | – |
| VGVenture Global, Inc. | COM CL A | 77,091 | $109.4 萬 | 0.1% | +77,091 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 8,403 | $108.3 萬 | 0.1% | +8,403 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 8,207 | $107.7 萬 | 0.1% | +8,207 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 34,132 | $107.2 萬 | 0.1% | +34,132 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 6,214 | $106.2 萬 | 0.1% | +6,214 | 新進 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,108 | $105.6 萬 | 0.1% | +1,108 | 新進 | 歷史 |
| PFSProvident Financial Services Inc | COM | 51,668 | $99.6 萬 | 0.1% | +51,668 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 6,170 | $95.8 萬 | 0.1% | +6,170 | 新進 | 歷史 |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 22,762 | $95.1 萬 | 0.1% | +22,762 | 新進 | – |
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。