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 |
|---|---|---|---|---|---|---|---|
| NINENine Energy Service, Inc. | COM | 29,042 | $1.84 萬 | <0.1% | +29,042 | 新進 | 歷史 |
| NPWRNet Power Inc. | COM CL A | 16,393 | $4.93 萬 | <0.1% | +16,393 | 新進 | 歷史 |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $4.97 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| SEEDOrigin Agritech LTD | SHS NEW | 41,542 | $5.03 萬 | <0.1% | +41,542 | 新進 | 歷史 |
| PPSIPioneer Power Solutions, Inc. | COM NEW | 16,025 | $6.92 萬 | <0.1% | +16,025 | 新進 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 10,670 | $8.06 萬 | <0.1% | +10,670 | 新進 | 歷史 |
| STLAStellantis N.V. | SHS | 16,000 | $14.9 萬 | <0.1% | +16,000 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 843 | $20.2 萬 | <0.1% | +843 | 新進 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 3,800 | $20.2 萬 | <0.1% | +3,800 | 新進 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 2,949 | $20.2 萬 | <0.1% | +2,949 | 新進 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 1,623 | $20.3 萬 | <0.1% | +1,623 | 新進 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 4,915 | $20.5 萬 | <0.1% | +4,915 | 新進 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 3,614 | $20.5 萬 | <0.1% | +3,614 | 新進 | – |
| BKUBankUnited, Inc. | COM | 5,400 | $20.6 萬 | <0.1% | +5,400 | 新進 | 歷史 |
| TMToyota Motor Corp | ADS | 1,118 | $21.4 萬 | <0.1% | +1,118 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,164 | $21.4 萬 | <0.1% | +1,164 | 新進 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 1,566 | $21.5 萬 | <0.1% | +1,566 | 新進 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 2,766 | $21.7 萬 | <0.1% | +2,766 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,397 | $21.9 萬 | <0.1% | +1,397 | 新進 | 歷史 |
| FFICFlushing Financial Corp | COM | 16,000 | $22.1 萬 | <0.1% | +16,000 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,238 | $22.6 萬 | <0.1% | +1,238 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,085 | $22.7 萬 | <0.1% | +1,085 | 新進 | – |
| Goldman Sachs ETF Tr381430305 | ACTIVEBETA EUR | 5,210 | $22.7 萬 | <0.1% | +5,210 | 新進 | – |
| SHOPShopify Inc. | Stock | 1,533 | $22.8 萬 | <0.1% | +1,533 | 新進 | 歷史 |
| NCNOnCino, Inc. | COM | 8,432 | $22.9 萬 | <0.1% | +8,432 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 727 | $23.3 萬 | <0.1% | +727 | 新進 | – |
| LINLinde PLC | Stock | 493 | $23.4 萬 | <0.1% | +493 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,680 | $23.5 萬 | <0.1% | +1,680 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,646 | $24.2 萬 | <0.1% | +2,646 | 新進 | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 6,005 | $24.5 萬 | <0.1% | +6,005 | 新進 | – |
| QCOMQualcomm Inc | Stock | 1,487 | $24.7 萬 | <0.1% | +1,487 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 3,300 | $24.9 萬 | <0.1% | +3,300 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 5,003 | $25.0 萬 | <0.1% | +5,003 | 新進 | – |
| CEGConstellation Energy Corp | Stock | 784 | $25.8 萬 | <0.1% | +784 | 新進 | 歷史 |
| VFCV F Corp | Stock | 18,064 | $26.1 萬 | <0.1% | +18,064 | 新進 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,005 | $26.3 萬 | <0.1% | +2,005 | 新進 | – |
| CMECME Group Inc. | COM | 978 | $26.4 萬 | <0.1% | +978 | 新進 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 703 | $26.6 萬 | <0.1% | +703 | 新進 | – |
| MTBM&T Bank Corp | COM | 1,350 | $26.7 萬 | <0.1% | +1,350 | 新進 | 歷史 |
| GGenpact LTD | SHS | 6,500 | $27.2 萬 | <0.1% | +6,500 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,924 | $27.3 萬 | <0.1% | +1,924 | 新進 | – |
| CRWVCoreWeave, Inc. | Stock | 2,000 | $27.4 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 254 | $27.4 萬 | <0.1% | +254 | 新進 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,700 | $27.9 萬 | <0.1% | +2,700 | 新進 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,407 | $28.6 萬 | <0.1% | +4,407 | 新進 | – |
| VZVerizon Communications Inc | Stock | 6,529 | $28.7 萬 | <0.1% | +6,529 | 新進 | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 1,130 | $28.7 萬 | <0.1% | +1,130 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,150 | $29.0 萬 | <0.1% | +2,150 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 435 | $29.7 萬 | <0.1% | +435 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 4,926 | $30.0 萬 | <0.1% | +4,926 | 新進 | 歷史 |
| PPLPPL Corp | COM | 8,141 | $30.5 萬 | <0.1% | +8,141 | 新進 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 704 | $30.7 萬 | <0.1% | +704 | 新進 | – |
| WDAYWorkday, Inc. | CL A | 1,285 | $30.9 萬 | <0.1% | +1,285 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,247 | $31.4 萬 | <0.1% | +1,247 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,027 | $31.7 萬 | <0.1% | +7,027 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,572 | $32.0 萬 | <0.1% | +1,572 | 新進 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,172 | $32.2 萬 | <0.1% | +2,172 | 新進 | – |
| KKRKKR & Co. Inc. | COM | 2,543 | $33.0 萬 | <0.1% | +2,543 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,872 | $33.3 萬 | <0.1% | +4,872 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 7,547 | $33.9 萬 | <0.1% | +7,547 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,108 | $34.1 萬 | <0.1% | +2,108 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 992 | $34.3 萬 | <0.1% | +992 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 5,156 | $34.5 萬 | <0.1% | +5,156 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,135 | $34.6 萬 | <0.1% | +13,135 | 新進 | – |
| MSMorgan Stanley | Stock | 2,184 | $34.7 萬 | <0.1% | +2,184 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,832 | $34.8 萬 | <0.1% | +1,832 | 新進 | – |
| MCOMoodys Corp | Stock | 730 | $34.8 萬 | <0.1% | +730 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 713 | $35.0 萬 | <0.1% | +713 | 新進 | 歷史 |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 6,225 | $35.7 萬 | <0.1% | +6,225 | 新進 | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 7,806 | $36.4 萬 | <0.1% | +7,806 | 新進 | – |
| DDOGDatadog, Inc. | CL A COM | 2,600 | $37.0 萬 | <0.1% | +2,600 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 9,285 | $38.4 萬 | <0.1% | +9,285 | 新進 | – |
| ICLRIcon PLC | COM | 2,200 | $38.5 萬 | <0.1% | +2,200 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,737 | $39.5 萬 | <0.1% | +4,737 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,369 | $39.6 萬 | <0.1% | +2,369 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,466 | $40.0 萬 | <0.1% | +1,466 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 862 | $40.3 萬 | <0.1% | +862 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 4,800 | $40.4 萬 | <0.1% | +4,800 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 1,841 | $40.7 萬 | 0.1% | +1,841 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,962 | $41.4 萬 | 0.1% | +4,962 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,131 | $41.5 萬 | 0.1% | +6,131 | 新進 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,300 | $41.6 萬 | 0.1% | +3,300 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 1,776 | $42.0 萬 | 0.1% | +1,776 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,345 | $42.0 萬 | 0.1% | +3,345 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 2,528 | $42.3 萬 | 0.1% | +2,528 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,969 | $42.8 萬 | 0.1% | +3,969 | 新進 | 歷史 |
| NMLNeuberger Energy Infrastructure & Income Fund Inc. | COM | 50,000 | $43.6 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 9,475 | $43.9 萬 | 0.1% | +9,475 | 新進 | – |
| DHRDanaher Corp | Stock | 2,230 | $44.2 萬 | 0.1% | +2,230 | 新進 | 歷史 |
| FICOFair Isaac Corp | COM | 297 | $44.4 萬 | 0.1% | +297 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 9,174 | $44.8 萬 | 0.1% | +9,174 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,360 | $44.9 萬 | 0.1% | +5,360 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,111 | $45.0 萬 | 0.1% | +3,111 | 新進 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $45.3 萬 | 0.1% | +5,677 | 新進 | – |
| CATCaterpillar Inc | Stock | 953 | $45.5 萬 | 0.1% | +953 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 474 | $45.9 萬 | 0.1% | +474 | 新進 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 9,275 | $46.3 萬 | 0.1% | +9,275 | 新進 | 歷史 |
| SMRNuscale Power Corp | CL A COM | 13,140 | $47.3 萬 | 0.1% | +13,140 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,200 | $47.7 萬 | 0.1% | +2,200 | 新進 | – |
| AMTAmerican Tower Corp | REIT | 2,500 | $48.1 萬 | 0.1% | +2,500 | 新進 | 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。