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 |
|---|---|---|---|---|---|---|---|
| SEEDOrigin Agritech LTD | SHS NEW | 20,771 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMLGreenland Mines Ltd | COM | 104,595 | $2.72 萬 | <0.1% | +104,595 | 新進 | 歷史 |
| NPWRNet Power Inc. | COM CL A | 16,413 | $2.74 萬 | <0.1% | +20+0.1% | 加碼 | 歷史 |
| GETYGetty Images Holdings, Inc. | CL A COM | 32,556 | $2.80 萬 | <0.1% | +32,556 | 新進 | 歷史 |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $3.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 27,417 | $6.17 萬 | <0.1% | +13,308+94.3% | 加碼 | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 10,733 | $6.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPSIPioneer Power Solutions, Inc. | COM NEW | 16,025 | $6.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 12,874 | $7.51 萬 | <0.1% | +12,874 | 新進 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 10,667 | $10.0 萬 | <0.1% | +10,667 | 新進 | 歷史 |
| CIONCION Investment Corp | COM | 17,000 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SMRNuscale Power Corp | CL A COM | 13,099 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 12,019 | $14.4 萬 | <0.1% | +12,019 | 新進 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 17,000 | $14.9 萬 | <0.1% | +5,038+42.1% | 加碼 | 歷史 |
| STLAStellantis N.V. | SHS | 26,835 | $15.4 萬 | <0.1% | +14,561+118.6% | 加碼 | 歷史 |
| ASCArdmore Shipping Corp | COM | 11,500 | $16.1 萬 | <0.1% | +11,500 | 新進 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 11,004 | $19.9 萬 | <0.1% | +11,004 | 新進 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 555 | $20.0 萬 | <0.1% | +555 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,430 | $20.1 萬 | <0.1% | +2,430 | 新進 | – |
| iShares Tr464287721 | U.S. TECH ETF | 800 | $20.2 萬 | <0.1% | +800 | 新進 | – |
| SHOPShopify Inc. | Stock | 1,768 | $20.2 萬 | <0.1% | +14+0.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 398 | $20.3 萬 | <0.1% | +398 | 新進 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 2,039 | $20.3 萬 | <0.1% | +2,039 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,884 | $20.3 萬 | <0.1% | +1,884 | 新進 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 600 | $20.6 萬 | <0.1% | +600 | 新進 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,688 | $20.8 萬 | <0.1% | +1,688 | 新進 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 323 | $21.5 萬 | <0.1% | −9−2.7% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 753 | $21.9 萬 | <0.1% | +753 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 1,345 | $21.9 萬 | <0.1% | +1,345 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,747 | $22.1 萬 | <0.1% | +1,747 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 395 | $22.1 萬 | <0.1% | +9+2.3% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 4,039 | $22.3 萬 | <0.1% | +210+5.5% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 1,124 | $22.6 萬 | <0.1% | +1,124 | 新進 | 歷史 |
| NEXTNextDecade Corp | COM | 30,000 | $22.6 萬 | <0.1% | +30,000 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 1,039 | $22.9 萬 | <0.1% | −77−6.9% | 減碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,784 | $23.0 萬 | <0.1% | +2,784 | 新進 | – |
| PINSPinterest, Inc. | CL A | 11,043 | $23.2 萬 | <0.1% | +11,043 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 5,283 | $23.5 萬 | <0.1% | +5,283 | 新進 | 歷史 |
| FFord Motor Co | Stock | 17,012 | $23.6 萬 | <0.1% | −139−0.8% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,318 | $23.7 萬 | <0.1% | +33+2.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 753 | $23.7 萬 | <0.1% | +753 | 新進 | 歷史 |
| WDCWestern Digital Corp | COM | 371 | $23.7 萬 | <0.1% | +371 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,156 | $23.7 萬 | <0.1% | +1,156 | 新進 | 歷史 |
| ASTSAST SpaceMobile, Inc. | COM CL A | 2,675 | $23.8 萬 | <0.1% | +2,675 | 新進 | 歷史 |
| BOXBox Inc | CL A | 8,978 | $23.8 萬 | <0.1% | +8,978 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,146 | $23.8 萬 | <0.1% | −196−8.4% | 減碼 | 歷史 |
| WSEWise Group plc | ORD SHS CLASS A | 20,133 | $24.0 萬 | <0.1% | +20,133 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,756 | $24.0 萬 | <0.1% | +1,756 | 新進 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 4,915 | $24.1 萬 | <0.1% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | ADR | 1,283 | $24.3 萬 | <0.1% | +1,283 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 5,001 | $24.5 萬 | <0.1% | −3,819−43.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 257 | $24.7 萬 | <0.1% | +257 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,570 | $24.9 萬 | <0.1% | +2,570 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,599 | $25.0 萬 | <0.1% | 00.0% | 不變 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 508 | $25.2 萬 | <0.1% | +508 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,879 | $25.4 萬 | <0.1% | +5,879 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430305 | ACTIVEBETA EUR | 5,246 | $25.5 萬 | <0.1% | +76+1.5% | 加碼 | – |
| VSTVistra Corp. | Stock | 1,611 | $25.6 萬 | <0.1% | +84+5.5% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 1,330 | $25.9 萬 | <0.1% | +291+28.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,116 | $26.1 萬 | <0.1% | 00.0% | 不變 | – |
| BKUBankUnited, Inc. | COM | 5,400 | $26.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDKSandisk Corp | COM | 115 | $26.2 萬 | <0.1% | +115 | 新進 | 歷史 |
| OCFCOceanfirst Financial Corp | COM | 13,613 | $26.6 萬 | <0.1% | +13,613 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,720 | $27.2 萬 | <0.1% | +565+17.9% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,064 | $27.2 萬 | <0.1% | 00.0% | 不變 | – |
| LUMNLumen Technologies, Inc. | Stock | 35,400 | $27.2 萬 | <0.1% | +35,400 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 5,566 | $27.2 萬 | <0.1% | +248+4.7% | 加碼 | – |
| MNSTMonster Beverage Corp | COM | 2,836 | $27.3 萬 | <0.1% | +2,836 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,946 | $27.5 萬 | <0.1% | −598−23.5% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 3,921 | $27.5 萬 | <0.1% | −251−6.0% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 3,700 | $27.6 萬 | <0.1% | +517+16.2% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,680 | $27.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,517 | $27.7 萬 | <0.1% | +2,517 | 新進 | – |
| TRGPTarga Resources Corp. | COM | 1,035 | $27.8 萬 | <0.1% | +9+0.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 13,439 | $27.8 萬 | <0.1% | +3,383+33.6% | 加碼 | 歷史 |
| NUENucor Corp | COM | 1,250 | $27.8 萬 | <0.1% | +1,250 | 新進 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 1,708 | $27.9 萬 | <0.1% | +1,708 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 5,367 | $27.9 萬 | <0.1% | −112−2.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 4,439 | $28.3 萬 | <0.1% | +4,439 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 949 | $28.4 萬 | <0.1% | −1,211−56.1% | 減碼 | – |
| SOSouthern Co | Stock | 2,967 | $28.4 萬 | <0.1% | +497+20.1% | 加碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 4,250 | $28.5 萬 | <0.1% | 00.0% | 不變 | – |
| NCNOnCino, Inc. | COM | 17,445 | $28.5 萬 | <0.1% | +6,930+65.9% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,521 | $28.6 萬 | <0.1% | +1,521 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 4,740 | $28.6 萬 | <0.1% | −916−16.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 727 | $28.6 萬 | <0.1% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 293 | $28.7 萬 | <0.1% | +60+25.8% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,133 | $29.0 萬 | <0.1% | +27+2.4% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 2,950 | $29.0 萬 | <0.1% | +57+2.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,730 | $29.0 萬 | <0.1% | +160+10.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 820 | $29.0 萬 | <0.1% | +820 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,172 | $29.1 萬 | <0.1% | +340+12.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 2,087 | $29.2 萬 | <0.1% | +2,087 | 新進 | 歷史 |
| TMToyota Motor Corp | ADS | 1,740 | $29.3 萬 | <0.1% | +210+13.7% | 加碼 | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 1,555 | $29.7 萬 | <0.1% | +1,555 | 新進 | 歷史 |
| PHRPhreesia, Inc. | COM | 29,162 | $30.0 萬 | <0.1% | −43−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,235 | $30.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 704 | $30.0 萬 | <0.1% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,843 | $30.1 萬 | <0.1% | 00.0% | 不變 | – |
| PPLPPL Corp | COM | 8,227 | $30.1 萬 | <0.1% | −34−0.4% | 減碼 | 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 |