Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 337
- 較 2026 年第 1 季 +58
- 總值
- $10.7 億
- 較 2026 年第 1 季 +$2.22 億 (+26.2%)
| 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 | 3,431,467 | $1.43 億 | 13.4% | −98,267−2.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 109,960 | $7,552 萬 | 7.1% | +59,600+118.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 351,532 | $5,214 萬 | 4.9% | +47,530+15.6% | 加碼 | – |
| MTZMastec Inc | COM | 124,181 | $5,167 萬 | 4.8% | +30,228+32.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 149,777 | $4,334 萬 | 4.0% | +27,782+22.8% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 89,260 | $3,655 萬 | 3.4% | −70.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 42,276 | $3,157 萬 | 2.9% | +2,352+5.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 39,008 | $2,921 萬 | 2.7% | −17,714−31.2% | 減碼 | – |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 958,503 | $2,435 萬 | 2.3% | +4090.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 66,230 | $2,367 萬 | 2.2% | +9,453+16.6% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 207,332 | $2,287 萬 | 2.1% | −4,766−2.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 102,692 | $1,956 萬 | 1.8% | +140.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 33,678 | $1,897 萬 | 1.8% | +4,522+15.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 73,840 | $1,760 萬 | 1.6% | +12,000+19.4% | 加碼 | 歷史 |
| VERXVertex, Inc. | Stock | 1,343,838 | $1,543 萬 | 1.4% | +590.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 41,079 | $1,520 萬 | 1.4% | −177−0.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 74,563 | $1,492 萬 | 1.4% | +17,463+30.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,656 | $1,405 萬 | 1.3% | +5,109+15.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,947 | $1,248 萬 | 1.2% | +95+0.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 24,109 | $1,206 萬 | 1.1% | +818+3.5% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 137,571 | $1,176 萬 | 1.1% | +22,400+19.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,938 | $1,121 萬 | 1.0% | +60.0% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 238,363 | $1,057 萬 | 1.0% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 27,418 | $1,003 萬 | 0.9% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 29,726 | $962.9 萬 | 0.9% | +390+1.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 36,926 | $937.8 萬 | 0.9% | +1,593+4.5% | 加碼 | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 9,065,677 | $906.6 萬 | 0.8% | +1,3990.0% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 86,778 | $852.2 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 64,044 | $795.2 萬 | 0.7% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| UBERUber Technologies, Inc | Stock | 108,924 | $786.0 萬 | 0.7% | +8,901+8.9% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 234,403 | $743.3 萬 | 0.7% | +26,871+12.9% | 加碼 | – |
| MUMicron Technology Inc | Stock | 6,182 | $713.5 萬 | 0.7% | +4,761+335.0% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 281,104 | $680.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 14,800 | $622.5 萬 | 0.6% | +550+3.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,800 | $615.4 萬 | 0.6% | +2,023+12.1% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 194,576 | $581.6 萬 | 0.5% | +251+0.1% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 34,875 | $551.1 萬 | 0.5% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,899 | $473.7 萬 | 0.4% | +355+3.7% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 85,634 | $465.7 萬 | 0.4% | −1,484−1.7% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 119,033 | $437.6 萬 | 0.4% | +804+0.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,549 | $416.5 萬 | 0.4% | +1,322+8.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 49,135 | $395.9 萬 | 0.4% | −1,701−3.3% | 減碼依 4 比 1 拆股換算 | – |
| AVGOBroadcom Inc. | Stock | 10,299 | $389.0 萬 | 0.4% | +2,274+28.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 14,357 | $388.1 萬 | 0.4% | +1,068+8.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 40,920 | $352.5 萬 | 0.3% | +10,200+33.2% | 加碼依 6 比 1 拆股換算 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 22,134 | $336.8 萬 | 0.3% | +564+2.6% | 加碼 | – |
| APHAmphenol Corp | CL A | 19,024 | $335.4 萬 | 0.3% | +5,339+39.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,882 | $319.4 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,884 | $299.6 萬 | 0.3% | +100+1.0% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 3,980 | $287.7 萬 | 0.3% | +92+2.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,453 | $274.6 萬 | 0.3% | −333−4.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 6,257 | $271.3 萬 | 0.3% | +341+5.8% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 31,246 | $259.6 萬 | 0.2% | +50.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,152 | $258.1 萬 | 0.2% | +378+21.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 45,115 | $257.1 萬 | 0.2% | +10,385+29.9% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,263 | $244.9 萬 | 0.2% | −814−4.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 6,845 | $241.4 萬 | 0.2% | +3,238+89.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,599 | $231.0 萬 | 0.2% | +2,620+32.8% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 9,377 | $230.9 萬 | 0.2% | +269+3.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,126 | $224.0 萬 | 0.2% | +419+59.3% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,503 | $223.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 23,561 | $222.8 萬 | 0.2% | +23,561 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $213.9 萬 | 0.2% | 00.0% | 不變 | – |
| WMBWilliams Companies, Inc. | COM | 28,754 | $213.8 萬 | 0.2% | −2,898−9.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,067 | $212.3 萬 | 0.2% | +10.0% | 加碼 | – |
| VVisa Inc. | Stock | 6,090 | $209.0 萬 | 0.2% | +759+14.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,180 | $203.9 萬 | 0.2% | +44+2.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 6,024 | $203.8 萬 | 0.2% | +1,633+37.2% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,841 | $203.7 萬 | 0.2% | +4,038+45.9% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 15,046 | $203.7 萬 | 0.2% | +3,649+32.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,472 | $201.7 萬 | 0.2% | +631+22.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 101,747 | $194.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 51,582 | $178.8 萬 | 0.2% | −33−0.1% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,867 | $178.5 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 18,477 | $177.8 萬 | 0.2% | +6,604+55.6% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,257 | $175.9 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 18,704 | $169.7 萬 | 0.2% | −14−0.1% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 5,682 | $169.2 萬 | 0.2% | +963+20.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,044 | $162.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,549 | $161.5 萬 | 0.2% | +49+0.3% | 加碼 | – |
| HCAHCA Healthcare, Inc. | COM | 4,116 | $160.5 萬 | 0.1% | −34−0.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,387 | $158.9 萬 | 0.1% | −8−0.2% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,984 | $156.8 萬 | 0.1% | +90+1.8% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 3,972 | $156.7 萬 | 0.1% | +3,972 | 新進 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,135 | $154.4 萬 | 0.1% | +11+1.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,271 | $149.4 萬 | 0.1% | +15+1.2% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 19,581 | $149.0 萬 | 0.1% | −1,850−8.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,408 | $147.6 萬 | 0.1% | +3,324+41.1% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,482 | $147.2 萬 | 0.1% | 00.0% | 不變 | – |
| NVRNVR Inc | COM | 212 | $144.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 3,862 | $144.3 萬 | 0.1% | +237+6.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 6,498 | $140.7 萬 | 0.1% | +3,117+92.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,654 | $136.3 萬 | 0.1% | −44−1.6% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 26,741 | $135.3 萬 | 0.1% | −977−3.5% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $135.2 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,263 | $134.5 萬 | 0.1% | +280+28.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,067 | $134.4 萬 | 0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,374 | $134.2 萬 | 0.1% | +137+4.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 17,944 | $131.7 萬 | 0.1% | +1,503+9.1% | 加碼 | – |
| ORCLOracle Corp | Stock | 8,946 | $131.1 萬 | 0.1% | +1,098+14.0% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 18,389 | $312.0 萬 | 0.4% | 歷史 |
| HONHoneywell International Inc | COM | 3,098 | $70.0 萬 | 0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,196 | $32.9 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 7,990 | $26.5 萬 | <0.1% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,282 | $26.0 萬 | <0.1% | 歷史 |
| GGenpact LTD | SHS | 6,760 | $25.2 萬 | <0.1% | 歷史 |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 4,722 | $25.0 萬 | <0.1% | – |
| FFICFlushing Financial Corp | COM | 16,045 | $24.6 萬 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,646 | $23.5 萬 | <0.1% | – |
| HUBSHubSpot Inc | COM | 933 | $22.8 萬 | <0.1% | 歷史 |
| PRIMPrimoris Services Corp | Stock | 1,564 | $22.4 萬 | <0.1% | 歷史 |
| NATLNCR Atleos Corp | COM SHS | 5,000 | $21.8 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,755 | $20.7 萬 | <0.1% | 歷史 |