Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/27 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 288
- 較 2025 年第 3 季 +38
- 總值
- $9.31 億
- 較 2025 年第 3 季 +$1.21 億 (+15.0%)
| 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 | 3,493,784 | $1.34 億 | 14.4% | +347,969+11.1% | 加碼 | – |
| MTZMastec Inc | COM | 380,708 | $8,275 萬 | 8.9% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 59,494 | $4,075 萬 | 4.4% | +21,082+54.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 126,601 | $3,442 萬 | 3.7% | +9,342+8.0% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 89,307 | $3,335 萬 | 3.6% | −271−0.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 270,302 | $3,248 萬 | 3.5% | +45,738+20.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 39,879 | $2,719 萬 | 2.9% | +204+0.5% | 加碼 | 歷史 |
| VERXVertex, Inc. | Stock | 1,343,839 | $2,684 萬 | 2.9% | +600.0% | 加碼 | 歷史 |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 835,454 | $2,071 萬 | 2.2% | +701,648+524.4% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 210,902 | $2,030 萬 | 2.2% | −6,006−2.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 29,120 | $1,922 萬 | 2.1% | +1,289+4.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 58,982 | $1,846 萬 | 2.0% | +3,512+6.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 31,719 | $1,534 萬 | 1.6% | +3,757+13.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 102,796 | $1,480 萬 | 1.6% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 23,312 | $1,462 萬 | 1.6% | +5,927+34.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 62,024 | $1,432 萬 | 1.5% | +5,366+9.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,405 | $1,288 萬 | 1.4% | +21,430+126.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,715 | $1,192 萬 | 1.3% | +1,487+6.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 58,598 | $1,093 萬 | 1.2% | +14,215+32.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,491 | $1,013 萬 | 1.1% | +402+2.5% | 加碼 | – |
| AMTMAmentum Holdings, Inc. | COM | 9,814,289 | $981.5 萬 | 1.1% | +9,814,289 | 新進 | 歷史 |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 115,572 | $973.6 萬 | 1.0% | +115,572 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,922 | $960.6 萬 | 1.0% | −1,175−6.9% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 238,363 | $943.7 萬 | 1.0% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 27,418 | $940.4 萬 | 1.0% | −290−1.0% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 117,655 | $887.6 萬 | 1.0% | +72,219+158.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 29,498 | $848.1 萬 | 0.9% | +4,546+18.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 100,073 | $817.7 萬 | 0.9% | +500+0.5% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,178 | $765.7 萬 | 0.8% | −1,360−7.8% | 減碼 | – |
| BSYBentley Systems Inc | COM CL B | 193,986 | $740.3 萬 | 0.8% | −120.0% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 86,233 | $698.7 萬 | 0.8% | −60.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 33,677 | $697.0 萬 | 0.7% | +1,341+4.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 13,760 | $618.8 萬 | 0.7% | +1,999+17.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,506 | $564.1 萬 | 0.6% | +1,575+9.9% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 205,284 | $563.1 萬 | 0.6% | +753+0.4% | 加碼 | – |
| FULTFulton Financial Corp | COM | 281,104 | $548.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 34,446 | $494.4 萬 | 0.5% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 13,395 | $409.4 萬 | 0.4% | +436+3.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,275 | $385.3 萬 | 0.4% | −249−1.8% | 減碼 | – |
| MELIMercadolibre Inc | COM | 1,869 | $376.4 萬 | 0.4% | +10+0.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 117,385 | $376.3 萬 | 0.4% | +931+0.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,652 | $357.6 萬 | 0.4% | +951+6.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,788 | $308.6 萬 | 0.3% | −5,545−41.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 21,685 | $301.8 萬 | 0.3% | −615−2.8% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 31,351 | $282.2 萬 | 0.3% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,062 | $276.1 萬 | 0.3% | +1,274+16.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,691 | $275.8 萬 | 0.3% | +1,047+10.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,497 | $259.5 萬 | 0.3% | +1,928+34.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 19,528 | $244.7 萬 | 0.3% | +1,462+8.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,980 | $238.6 萬 | 0.3% | +307+1.7% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,168 | $233.0 萬 | 0.3% | +372+20.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,565 | $223.4 萬 | 0.2% | +1,049+6.0% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,528 | $221.6 萬 | 0.2% | +60.0% | 加碼 | – |
| WMBWilliams Companies, Inc. | COM | 36,782 | $221.1 萬 | 0.2% | −1,492−3.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,933 | $208.1 萬 | 0.2% | +942+18.9% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,503 | $204.7 萬 | 0.2% | 00.0% | 不變 | – |
| HCAHCA Healthcare, Inc. | COM | 4,171 | $194.7 萬 | 0.2% | +114+2.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 35,345 | $194.4 萬 | 0.2% | +1,137+3.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,226 | $192.0 萬 | 0.2% | +77+3.6% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $191.7 萬 | 0.2% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 9,131 | $190.6 萬 | 0.2% | +223+2.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,570 | $186.4 萬 | 0.2% | +432+6.1% | 加碼 | – |
| APHAmphenol Corp | CL A | 13,585 | $183.9 萬 | 0.2% | +694+5.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,238 | $183.4 萬 | 0.2% | +177+5.8% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 108,912 | $179.6 萬 | 0.2% | +7,165+7.0% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,566 | $179.0 萬 | 0.2% | +1,835+18.9% | 加碼 | – |
| EFXEquifax Inc | COM | 7,931 | $172.1 萬 | 0.2% | +38+0.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,954 | $168.6 萬 | 0.2% | +443+17.6% | 加碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 51,630 | $167.6 萬 | 0.2% | +30+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,521 | $166.1 萬 | 0.2% | +1,446+20.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,423 | $165.5 萬 | 0.2% | +954+9.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,387 | $162.3 萬 | 0.2% | +667+17.9% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 11,043 | $161.9 萬 | 0.2% | +347+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,315 | $161.7 萬 | 0.2% | +105+3.3% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,867 | $161.6 萬 | 0.2% | 00.0% | 不變 | – |
| NVRNVR Inc | COM | 211 | $153.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,257 | $152.6 萬 | 0.2% | −707−8.9% | 減碼 | – |
| SPOTSpotify Technology S.A. | Stock | 2,622 | $152.3 萬 | 0.2% | +28+1.1% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 22,225 | $149.2 萬 | 0.2% | +17,818+404.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,500 | $148.8 萬 | 0.2% | +345+2.3% | 加碼 | – |
| AMGNAmgen Inc | Stock | 4,458 | $145.9 萬 | 0.2% | +210+4.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 15,501 | $145.3 萬 | 0.2% | +2,411+18.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| DISWalt Disney Co | Stock | 12,433 | $142.4 萬 | 0.2% | −3,418−21.6% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,906 | $141.6 萬 | 0.2% | +56+1.2% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,482 | $137.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20,736 | $136.9 萬 | 0.1% | +742+3.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,855 | $132.7 萬 | 0.1% | +383+11.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,874 | $131.3 萬 | 0.1% | +461+7.2% | 加碼 | – |
| NNENano Nuclear Energy Inc. | COM | 53,508 | $128.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C649 | US EQTY ULTRA B | 31,935 | $125.6 萬 | 0.1% | +31,935 | 新進 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 25,151 | $124.9 萬 | 0.1% | +25,151 | 新進 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,747 | $124.5 萬 | 0.1% | +24,747 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 8,000 | $122.5 萬 | 0.1% | +395+5.2% | 加碼依 5 比 1 拆股換算 | 歷史 |
| CVXChevron Corp | Stock | 7,708 | $117.5 萬 | 0.1% | +1,538+24.9% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 23,537 | $115.9 萬 | 0.1% | +23,537 | 新進 | – |
| CNOCNO Financial Group, Inc. | COM | 26,968 | $114.5 萬 | 0.1% | −2,000−6.9% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,133 | $114.3 萬 | 0.1% | +25+2.3% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $112.6 萬 | 0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 8,450 | $112.1 萬 | 0.1% | +243+3.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,177 | $111.2 萬 | 0.1% | −2,198−16.4% | 減碼 | – |
2025 年第 3 季之後清倉（5 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FLUTFlutter Entertainment plc | SHS | 1,130 | $28.7 萬 | <0.1% | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 2,000 | $27.4 萬 | <0.1% | 歷史 |
| NCNOnCino, Inc. | COM | 8,432 | $22.9 萬 | <0.1% | 歷史 |
| PRIMPrimoris Services Corp | Stock | 1,566 | $21.5 萬 | <0.1% | 歷史 |
| STLAStellantis N.V. | SHS | 16,000 | $14.9 萬 | <0.1% | 歷史 |