Legacy Wealth Asset Management, LLC
- SEC CIK
- 0001846151
- 最新申報
- 2026/7/9
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 319
- 較 2021 年第 3 季 +27
- 總值
- $2.95 億
- 較 2021 年第 3 季 +$7,670 萬 (+35.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NEUENeueHealth, Inc. | COM | 6,347,587 | $2,184 萬 | 7.4% | +6,347,587 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 70,388 | $846.8 萬 | 2.9% | +32,787+87.2% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 31,628 | $443.1 萬 | 1.5% | +21,727+219.4% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H658 | INSPIRE GBL HOPE | 111,101 | $421.3 萬 | 1.4% | +11,675+11.7% | 加碼 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 112,898 | $394.9 萬 | 1.3% | −4,292−3.7% | 減碼 | – |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 148,723 | $382.8 萬 | 1.3% | +18,435+14.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,113 | $374.9 萬 | 1.3% | −314−1.5% | 減碼 | 歷史 |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 101,367 | $357.2 萬 | 1.2% | +10,847+12.0% | 加碼 | – |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 102,885 | $320.9 萬 | 1.1% | +16,041+18.5% | 加碼 | – |
| MMM3M Co | Stock | 15,824 | $281.1 萬 | 1.0% | +278+1.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 6,699 | $277.7 萬 | 0.9% | +1,515+29.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 26,414 | $273.3 萬 | 0.9% | +1,181+4.7% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 27,606 | $240.5 萬 | 0.8% | +11,523+71.6% | 加碼 | 歷史 |
| UCIBUBS AG | ETRA BL CO MAT 5 | 111,596 | $233.3 萬 | 0.8% | −11,591−9.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,882 | $230.5 萬 | 0.8% | +773+10.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,793 | $222.4 萬 | 0.8% | +437+18.5% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 6,385 | $221.2 萬 | 0.7% | +2,042+47.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,765 | $186.2 萬 | 0.6% | +4,203+23.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,974 | $175.7 萬 | 0.6% | −617−9.4% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 6,579 | $171.4 萬 | 0.6% | +1,592+31.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,542 | $169.1 萬 | 0.6% | −76−2.9% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 8,051 | $168.1 萬 | 0.6% | +753+10.3% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 4,284 | $166.7 萬 | 0.6% | +663+18.3% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 18,477 | $163.9 萬 | 0.6% | +872+5.0% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 10,096 | $161.3 萬 | 0.5% | +162+1.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,200 | $159.7 萬 | 0.5% | +2,530+11.2% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 5,140 | $159.2 萬 | 0.5% | +1,809+54.3% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 21,913 | $157.6 萬 | 0.5% | +7,680+54.0% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 927 | $157.3 萬 | 0.5% | +232+33.4% | 加碼 | 歷史 |
| BCSBarclays PLC | ADR | 151,104 | $156.4 萬 | 0.5% | +151,104 | 新進 | 歷史 |
| IBNIcici Bank Ltd | ADR | 78,960 | $156.3 萬 | 0.5% | +39,440+99.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 4,342 | $156.0 萬 | 0.5% | +46+1.1% | 加碼依 3 比 1 拆股換算 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,602 | $154.7 萬 | 0.5% | +372+7.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,838 | $153.8 萬 | 0.5% | +915+15.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 29,636 | $152.6 萬 | 0.5% | +5,612+23.4% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 19,258 | $151.5 萬 | 0.5% | +19,258 | 新進 | – |
| ABTAbbott Laboratories | Stock | 10,518 | $148.0 萬 | 0.5% | +929+9.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 5,455 | $145.9 萬 | 0.5% | +363+7.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,908 | $145.8 萬 | 0.5% | +2,303+26.8% | 加碼 | 歷史 |
| Timothy Plan887432359 | US LRGMD CP CORE | 37,341 | $144.6 萬 | 0.5% | +2,892+8.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,288 | $144.2 萬 | 0.5% | +429+11.1% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 12,374 | $144.2 萬 | 0.5% | +6,868+124.7% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 8,884 | $143.3 萬 | 0.5% | +894+11.2% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 68,420 | $142.1 萬 | 0.5% | −7,797−10.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,377 | $139.0 萬 | 0.5% | −311−5.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,891 | $136.0 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 5,578 | $135.8 萬 | 0.5% | +1,061+23.5% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 35,420 | $133.4 萬 | 0.5% | −702−1.9% | 減碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 21,842 | $131.8 萬 | 0.4% | +10,675+95.6% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 20,083 | $130.7 萬 | 0.4% | −345−1.7% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 22,074 | $129.4 萬 | 0.4% | −123−0.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,009 | $128.2 萬 | 0.4% | −138−1.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,866 | $127.2 萬 | 0.4% | +5+0.1% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 4,897 | $126.7 萬 | 0.4% | +1,260+34.6% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 14,657 | $125.0 萬 | 0.4% | +2,343+19.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 6,141 | $123.6 萬 | 0.4% | +180+3.0% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 70,296 | $123.4 萬 | 0.4% | +2,092+3.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 14,635 | $123.1 萬 | 0.4% | −281−1.9% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 12,390 | $121.6 萬 | 0.4% | −790−6.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 16,707 | $120.6 萬 | 0.4% | −329−1.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,587 | $119.8 萬 | 0.4% | −40−0.7% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,236 | $119.8 萬 | 0.4% | −54−1.6% | 減碼 | 歷史 |
| FMSFresenius Medical Care AG | SPONSORED ADR | 36,892 | $119.8 萬 | 0.4% | +27,264+283.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,632 | $117.7 萬 | 0.4% | +111+0.9% | 加碼 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 33,961 | $117.6 萬 | 0.4% | +24,377+254.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,815 | $116.8 萬 | 0.4% | −12−0.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,028 | $115.8 萬 | 0.4% | −34−1.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,795 | $114.6 萬 | 0.4% | +307+3.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,241 | $113.6 萬 | 0.4% | +11+0.9% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 37,707 | $112.9 萬 | 0.4% | +3,075+8.9% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 16,816 | $112.6 萬 | 0.4% | +9,298+123.7% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,592 | $112.4 萬 | 0.4% | −17−1.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 12,605 | $112.0 萬 | 0.4% | −243−1.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 18,448 | $109.2 萬 | 0.4% | +1,298+7.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,430 | $109.2 萬 | 0.4% | +44+1.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,447 | $109.2 萬 | 0.4% | −66−1.2% | 減碼 | 歷史 |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 37,654 | $109.2 萬 | 0.4% | +15,633+71.0% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,633 | $109.2 萬 | 0.4% | +467+40.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,755 | $108.5 萬 | 0.4% | +56+1.0% | 加碼 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 29,293 | $107.9 萬 | 0.4% | +22,246+315.7% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 12,031 | $107.6 萬 | 0.4% | +2,099+21.1% | 加碼 | – |
| AXPAmerican Express Co | Stock | 6,552 | $107.2 萬 | 0.4% | +34+0.5% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,719 | $107.2 萬 | 0.4% | +7,132+275.7% | 加碼 | – |
| NEENextera Energy Inc | Stock | 11,465 | $107.0 萬 | 0.4% | +294+2.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 5,502 | $106.4 萬 | 0.4% | +33+0.6% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,718 | $106.4 萬 | 0.4% | +648+31.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,693 | $106.0 萬 | 0.4% | +71+1.1% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 7,618 | $105.8 萬 | 0.4% | +233+3.2% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 28,111 | $105.7 萬 | 0.4% | +477+1.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,237 | $105.6 萬 | 0.4% | +32+1.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 13,903 | $105.6 萬 | 0.4% | +675+5.1% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 13,070 | $105.6 萬 | 0.4% | +384+3.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 765 | $105.4 萬 | 0.4% | +196+34.4% | 加碼 | 歷史 |
| PRGSProgress Software Corp | COM | 21,707 | $104.8 萬 | 0.4% | +296+1.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,129 | $104.0 萬 | 0.4% | +85+2.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,337 | $103.7 萬 | 0.4% | +399+6.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,993 | $103.2 萬 | 0.3% | +127+2.6% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 430 | $103.2 萬 | 0.3% | +19+4.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,760 | $102.8 萬 | 0.3% | +191+2.2% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 17,688 | $102.7 萬 | 0.3% | +269+1.5% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（12 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 590 | $99.1 萬 | 0.5% | 歷史 |
| SANBanco Santander, S.A. | ADR | 111,233 | $40.3 萬 | 0.2% | 歷史 |
| CoreSite Realty Corp21870Q105 | COM | 2,692 | $37.3 萬 | 0.2% | – |
| ARMKAramark | COM | 8,377 | $27.5 萬 | 0.1% | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 1,351 | $26.6 萬 | 0.1% | 歷史 |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 7,529 | $22.7 萬 | 0.1% | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 616 | $22.4 萬 | 0.1% | 歷史 |
| SNAPSnap Inc | Stock | 3,000 | $22.2 萬 | 0.1% | 歷史 |
| NIUNiu Technologies | ADS | 9,324 | $21.6 萬 | 0.1% | 歷史 |
| BXPBXP, Inc. | COM | 1,897 | $20.6 萬 | 0.1% | 歷史 |
| Vedanta Limited92242Y100 | SPONSORED ADR | 10,376 | $15.9 萬 | 0.1% | – |
| DRDDrdgold Ltd | SPON ADR REPSTG | 11,182 | $9.00 萬 | <0.1% | 歷史 |