My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- 最新申報
- 2025/7/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 206
- 較 2025 年第 1 季 +1
- 總值
- $2.81 億
- 較 2025 年第 1 季 +$2,167 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V613 | CORE UNIVRSL USD | 247,280 | $1,135 萬 | 4.0% | −8,155−3.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 19,776 | $991.7 萬 | 3.5% | +454+2.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 14,381 | $904.3 萬 | 3.2% | −1,553−9.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 39,178 | $832.2 萬 | 3.0% | +930+2.4% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 95,631 | $766.3 萬 | 2.7% | +4,924+5.4% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 171,103 | $733.5 萬 | 2.6% | +6,505+4.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 38,703 | $635.1 萬 | 2.3% | +2,190+6.0% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 29,212 | $540.2 萬 | 1.9% | +935+3.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 45,212 | $501.7 萬 | 1.8% | −5,772−11.3% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 90,399 | $496.8 萬 | 1.8% | +3,836+4.4% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 77,161 | $495.1 萬 | 1.8% | +20,529+36.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 22,023 | $489.5 萬 | 1.7% | +221+1.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 95,148 | $465.7 萬 | 1.7% | +22,231+30.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 56,158 | $413.5 萬 | 1.5% | −46,644−45.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 22,216 | $394.6 萬 | 1.4% | +1,304+6.2% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 18,579 | $369.5 萬 | 1.3% | +2,014+12.2% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 37,650 | $347.3 萬 | 1.2% | +2,280+6.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 31,426 | $327.6 萬 | 1.2% | −1,061−3.3% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 138,921 | $320.5 萬 | 1.1% | −9,570−6.4% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 53,007 | $319.3 萬 | 1.1% | +24,104+83.4% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 74,486 | $309.2 萬 | 1.1% | +5,883+8.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,234 | $294.9 萬 | 1.1% | +336+3.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,951 | $286.3 萬 | 1.0% | +49+1.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,978 | $285.9 萬 | 1.0% | +338+6.0% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 30,313 | $282.6 萬 | 1.0% | +3,605+13.5% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 9,096 | $280.0 萬 | 1.0% | +168+1.9% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 60,744 | $277.0 萬 | 1.0% | +33,318+121.5% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 24,209 | $270.7 萬 | 1.0% | −362−1.5% | 減碼 | – |
| VVisa Inc. | Stock | 7,269 | $258.7 萬 | 0.9% | +116+1.6% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 5,796 | $251.9 萬 | 0.9% | +110+1.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,398 | $247.8 萬 | 0.9% | +115+2.7% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 13,749 | $241.6 萬 | 0.9% | −730−5.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,867 | $224.6 萬 | 0.8% | −1,671−17.5% | 減碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 61,477 | $220.2 萬 | 0.8% | +50,301+450.1% | 加碼 | – |
| CTASCintas Corp | Stock | 10,164 | $220.1 萬 | 0.8% | +100+1.0% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 40,453 | $212.8 萬 | 0.8% | +6,686+19.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,448 | $203.4 萬 | 0.7% | +90+1.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,630 | $191.3 萬 | 0.7% | +533+25.4% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,129 | $185.5 萬 | 0.7% | +272+3.5% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 18,438 | $185.0 萬 | 0.7% | +5,695+44.7% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 35,397 | $180.3 萬 | 0.6% | +35,397 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,974 | $179.3 萬 | 0.6% | +6,158+339.1% | 加碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 47,367 | $163.7 萬 | 0.6% | +2,514+5.6% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 4,301 | $163.5 萬 | 0.6% | −4−0.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 16,908 | $160.4 萬 | 0.6% | +257+1.5% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 7,113 | $157.0 萬 | 0.6% | +200+2.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 12,619 | $156.7 萬 | 0.6% | +315+2.6% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 29,180 | $153.6 萬 | 0.5% | +10,795+58.7% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 28,731 | $150.8 萬 | 0.5% | −10,887−27.5% | 減碼 | – |
| WMBWilliams Companies, Inc. | COM | 25,668 | $148.3 萬 | 0.5% | −99−0.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,968 | $148.2 萬 | 0.5% | +166+3.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 20,321 | $141.8 萬 | 0.5% | +197+1.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 50,192 | $138.6 萬 | 0.5% | +1,128+2.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,992 | $137.5 萬 | 0.5% | +608+13.9% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 16,576 | $136.1 萬 | 0.5% | +128+0.8% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 9,975 | $135.5 萬 | 0.5% | −590−5.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,369 | $135.4 萬 | 0.5% | −19−0.4% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 3,554 | $134.5 萬 | 0.5% | −48−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,881 | $132.6 萬 | 0.5% | −558−6.6% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 11,461 | $121.5 萬 | 0.4% | +353+3.2% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 23,175 | $121.5 萬 | 0.4% | +548+2.4% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 27,318 | $120.3 萬 | 0.4% | −83−0.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 10,128 | $119.7 萬 | 0.4% | +21+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,141 | $119.0 萬 | 0.4% | +59+1.4% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 8,549 | $116.8 萬 | 0.4% | −982−10.3% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 6,445 | $116.6 萬 | 0.4% | +434+7.2% | 加碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 23,983 | $114.9 萬 | 0.4% | −205−0.8% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 7,633 | $112.9 萬 | 0.4% | −171−2.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,554 | $110.0 萬 | 0.4% | +68+2.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,125 | $109.8 萬 | 0.4% | +821+13.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 14,000 | $109.7 萬 | 0.4% | +164+1.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 14,667 | $109.5 萬 | 0.4% | +742+5.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,462 | $108.9 萬 | 0.4% | −404−14.1% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,263 | $108.5 萬 | 0.4% | +63+2.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,793 | $108.4 萬 | 0.4% | +654+2.6% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 18,454 | $108.0 萬 | 0.4% | +1,129+6.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,501 | $107.9 萬 | 0.4% | −6−0.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 9,598 | $107.9 萬 | 0.4% | +330+3.6% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,412 | $105.5 萬 | 0.4% | +45+0.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,474 | $104.0 萬 | 0.4% | −1,232−26.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 11,066 | $104.0 萬 | 0.4% | +11,066 | 新進 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 19,248 | $101.8 萬 | 0.4% | +5,149+36.5% | 加碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 9,025 | $99.0 萬 | 0.4% | −271−2.9% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 1,379 | $98.5 萬 | 0.4% | +54+4.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 20,465 | $93.1 萬 | 0.3% | +4,980+32.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,929 | $90.7 萬 | 0.3% | +201+11.6% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 10,416 | $90.7 萬 | 0.3% | +460+4.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 722 | $90.3 萬 | 0.3% | +41+6.0% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 18,764 | $89.3 萬 | 0.3% | +995+5.6% | 加碼 | 歷史 |
| NINisource Inc. | COM | 22,487 | $89.0 萬 | 0.3% | +642+2.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,314 | $85.9 萬 | 0.3% | −488−17.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 18,449 | $85.0 萬 | 0.3% | −161−0.9% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 3,199 | $84.4 萬 | 0.3% | +259+8.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,101 | $83.0 萬 | 0.3% | −572−8.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,234 | $83.0 萬 | 0.3% | +442+9.2% | 加碼 | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 18,948 | $82.3 萬 | 0.3% | −1,741−8.4% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 7,970 | $81.8 萬 | 0.3% | +7,970 | 新進 | – |
| RFRegions Financial Corp | COM | 32,785 | $81.4 萬 | 0.3% | +4,474+15.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,527 | $80.9 萬 | 0.3% | −57−3.6% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 6,643 | $80.9 萬 | 0.3% | +235+3.7% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（20 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 3,035 | $94.6 萬 | 0.4% | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,174 | $69.1 萬 | 0.3% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,209 | $62.1 萬 | 0.2% | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 16,379 | $59.4 萬 | 0.2% | – |
| ZTSZoetis Inc. | Stock | 3,516 | $57.9 萬 | 0.2% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,016 | $57.3 萬 | 0.2% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 7,106 | $50.0 萬 | 0.2% | 歷史 |
| NVONovo Nordisk A S | ADR | 6,463 | $44.9 萬 | 0.2% | 歷史 |
| GPCGenuine Parts Co | Stock | 3,409 | $40.6 萬 | 0.2% | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 4,480 | $37.8 萬 | 0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,366 | $36.6 萬 | 0.1% | 歷史 |
| WSOWatsco Inc | COM | 693 | $35.2 萬 | 0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,986 | $27.2 萬 | 0.1% | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 5,685 | $27.0 萬 | 0.1% | – |
| LAZLazard, Inc. | COM | 5,666 | $24.5 萬 | 0.1% | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 2,915 | $23.7 萬 | 0.1% | – |
| Global X FDS37954Y657 | US PFD ETF | 11,754 | $22.4 萬 | 0.1% | – |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 6,147 | $21.0 萬 | 0.1% | – |
| AZOAutoZone Inc | COM | 55 | $21.0 萬 | 0.1% | 歷史 |
| WENWendy's Co | Stock | 12,060 | $17.6 萬 | 0.1% | 歷史 |