Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 279
- 較 2025 年第 4 季 −9
- 總值
- $8.48 億
- 較 2025 年第 4 季 −$8,277 萬 (−8.9%)
| 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 | 3,529,734 | $1.28 億 | 15.1% | +35,950+1.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 304,002 | $3,779 萬 | 4.5% | +33,700+12.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 56,722 | $3,705 萬 | 4.4% | −2,772−4.7% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 89,267 | $3,183 萬 | 3.8% | −400.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 121,995 | $3,096 萬 | 3.7% | −4,606−3.6% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 93,953 | $3,023 萬 | 3.6% | −286,755−75.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 50,360 | $3,009 萬 | 3.5% | +27,048+116.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 39,924 | $2,596 萬 | 3.1% | +45+0.1% | 加碼 | 歷史 |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 958,094 | $2,578 萬 | 3.0% | +122,640+14.7% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 212,098 | $2,062 萬 | 2.4% | +1,196+0.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 29,156 | $1,668 萬 | 2.0% | +36+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 56,777 | $1,633 萬 | 1.9% | −2,205−3.7% | 減碼 | 歷史 |
| VERXVertex, Inc. | Stock | 1,343,779 | $1,598 萬 | 1.9% | −600.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 102,678 | $1,365 萬 | 1.6% | −118−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 41,256 | $1,324 萬 | 1.6% | +2,851+7.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 61,840 | $1,288 萬 | 1.5% | −184−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,547 | $1,205 萬 | 1.4% | +828+2.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 23,291 | $1,116 萬 | 1.3% | −424−1.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 57,100 | $995.9 萬 | 1.2% | −1,498−2.6% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,932 | $982.6 萬 | 1.2% | +10+0.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,852 | $972.7 萬 | 1.1% | +361+2.2% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 238,363 | $926.3 萬 | 1.1% | 00.0% | 不變 | – |
| AMTMAmentum Holdings, Inc. | COM | 9,064,278 | $906.4 萬 | 1.1% | −750,011−7.6% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 115,171 | $888.1 萬 | 1.0% | −2,484−2.1% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 27,418 | $872.1 萬 | 1.0% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 35,333 | $863.7 萬 | 1.0% | +1,656+4.9% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 86,778 | $817.8 萬 | 1.0% | +55,427+176.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 29,336 | $770.6 萬 | 0.9% | −162−0.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 100,023 | $719.5 萬 | 0.8% | −500.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,011 | $682.7 萬 | 0.8% | −167−1.0% | 減碼 | – |
| BSYBentley Systems Inc | COM CL B | 194,325 | $682.5 萬 | 0.8% | +339+0.2% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 207,532 | $636.7 萬 | 0.8% | +2,248+1.1% | 加碼 | – |
| FULTFulton Financial Corp | COM | 281,104 | $571.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 14,250 | $529.8 萬 | 0.6% | +490+3.6% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 34,875 | $516.5 萬 | 0.6% | +429+1.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 16,777 | $493.5 萬 | 0.6% | −729−4.2% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 87,118 | $492.7 萬 | 0.6% | +885+1.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 118,229 | $447.4 萬 | 0.5% | +844+0.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 13,289 | $413.0 萬 | 0.5% | −106−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,709 | $365.0 萬 | 0.4% | −566−4.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 7,786 | $335.0 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,227 | $331.2 萬 | 0.4% | −425−2.7% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,883 | $325.7 萬 | 0.4% | +14+0.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,544 | $323.4 萬 | 0.4% | +482+5.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 21,570 | $314.8 萬 | 0.4% | −115−0.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 18,389 | $312.0 萬 | 0.4% | −176−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,784 | $256.3 萬 | 0.3% | −907−8.5% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 31,241 | $256.1 萬 | 0.3% | +2,713+9.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 8,025 | $248.4 萬 | 0.3% | +528+7.0% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 31,652 | $230.4 萬 | 0.3% | −5,130−13.9% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 18,077 | $226.2 萬 | 0.3% | +97+0.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,120 | $223.6 萬 | 0.3% | +1,805+54.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,136 | $212.8 萬 | 0.3% | −90−4.0% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 4,150 | $196.4 萬 | 0.2% | −21−0.5% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 101,747 | $196.4 萬 | 0.2% | −7,165−6.6% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,503 | $194.3 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 18,718 | $192.2 萬 | 0.2% | −810−4.1% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,108 | $189.5 萬 | 0.2% | −23−0.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,397 | $177.0 萬 | 0.2% | −26−0.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $175.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,066 | $175.2 萬 | 0.2% | −504−6.7% | 減碼 | – |
| APHAmphenol Corp | CL A | 13,685 | $173.2 萬 | 0.2% | +100+0.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 34,730 | $169.3 萬 | 0.2% | −615−1.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,774 | $163.1 萬 | 0.2% | −394−18.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,331 | $161.1 萬 | 0.2% | −602−10.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,979 | $156.5 萬 | 0.2% | +1,105+16.1% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,257 | $155.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,867 | $154.8 萬 | 0.2% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 4,395 | $154.6 萬 | 0.2% | −63−1.4% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,500 | $150.5 萬 | 0.2% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,237 | $149.2 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,162 | $148.2 萬 | 0.2% | −546−7.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 15,360 | $147.7 萬 | 0.2% | −141−0.9% | 減碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 21,431 | $146.7 萬 | 0.2% | −794−3.6% | 減碼 | – |
| EFXEquifax Inc | COM | 8,041 | $144.8 萬 | 0.2% | +110+1.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,044 | $142.1 萬 | 0.2% | +308+1.5% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 4,894 | $140.5 萬 | 0.2% | −12−0.2% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 212 | $139.7 萬 | 0.2% | +1+0.5% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 11,039 | $138.5 萬 | 0.2% | −40.0% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 27,718 | $138.3 萬 | 0.2% | +2,971+12.0% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,482 | $136.9 萬 | 0.2% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 2,698 | $134.8 萬 | 0.2% | −256−8.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,888 | $132.9 萬 | 0.2% | −80−2.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,391 | $132.8 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 34,105 | $131.0 萬 | 0.2% | +8,954+35.6% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,803 | $129.1 萬 | 0.2% | −2,763−23.9% | 減碼 | – |
| SPOTSpotify Technology S.A. | Stock | 2,633 | $127.7 萬 | 0.2% | +11+0.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,916 | $126.5 萬 | 0.1% | −70−1.2% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,124 | $122.6 萬 | 0.1% | −9−0.8% | 減碼 | 歷史 |
| VGVenture Global, Inc. | COM CL A | 77,365 | $121.9 萬 | 0.1% | +86+0.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 16,441 | $121.1 萬 | 0.1% | +6,252+61.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,607 | $118.6 萬 | 0.1% | −248−6.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,848 | $115.4 萬 | 0.1% | −673−7.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,873 | $114.4 萬 | 0.1% | −560−4.5% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $112.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,067 | $110.9 萬 | 0.1% | −110−1.0% | 減碼 | – |
| EMREmerson Electric Co | Stock | 8,446 | $110.7 萬 | 0.1% | −40.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,256 | $109.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 53,508 | $109.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFSProvident Financial Services Inc | COM | 51,689 | $109.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（28 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 115,572 | $973.6 萬 | 1.0% | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 23,537 | $115.9 萬 | 0.1% | – |
| DLRDigital Realty Trust, Inc. | COM | 4,500 | $70.2 萬 | 0.1% | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 10,429 | $39.1 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 4,225 | $33.5 萬 | <0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 1,343 | $32.5 萬 | <0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,447 | $29.8 萬 | <0.1% | – |
| MTBM&T Bank Corp | COM | 1,447 | $29.2 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,322 | $28.4 萬 | <0.1% | 歷史 |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 24,900 | $25.2 萬 | <0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,613 | $24.3 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 891 | $23.9 萬 | <0.1% | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,311 | $23.7 萬 | <0.1% | – |
| CEGConstellation Energy Corp | Stock | 659 | $23.3 萬 | <0.1% | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,340 | $22.5 萬 | <0.1% | – |
| GIBCgi Inc | CL A | 2,433 | $22.5 萬 | <0.1% | 歷史 |
| AGXArgan Inc | Stock | 716 | $22.4 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 327 | $21.7 萬 | <0.1% | 歷史 |
| CCJCameco Corp | Stock | 2,307 | $21.1 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,792 | $21.0 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 195 | $20.9 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 464 | $20.6 萬 | <0.1% | – |
| MNSTMonster Beverage Corp | COM | 2,630 | $20.2 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 830 | $20.0 萬 | <0.1% | 歷史 |
| IIMInvesco Value Municipal Income Trust | COM | 12,080 | $14.9 萬 | <0.1% | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 14,699 | $13.1 萬 | <0.1% | 歷史 |
| INTSIntensity Therapeutics, Inc. | COM | 153,447 | $6.29 萬 | <0.1% | 歷史 |
| NINENine Energy Service, Inc. | COM | 29,042 | $1.00 萬 | <0.1% | 歷史 |