Williamson Legacy Group, LLC
- SEC CIK
- 0002011965
- 最新申報
- 2026/8/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/9 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 92
- 較 2025 年第 3 季 −5
- 總值
- $1.28 億
- 較 2025 年第 3 季 −$148.9 萬 (−1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LITELumentum Holdings Inc. | COM | 15,421 | $568.4 萬 | 4.4% | +527+3.5% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 16,694 | $390.4 萬 | 3.1% | +1,404+9.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 20,411 | $362.8 萬 | 2.8% | +179+0.9% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 19,671 | $338.9 萬 | 2.6% | +19,671 | 新進 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 11,702 | $322.3 萬 | 2.5% | +4,105+54.0% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 27,966 | $279.2 萬 | 2.2% | +27,966 | 新進 | 歷史 |
| FIVEFive Below, Inc | COM | 14,535 | $273.8 萬 | 2.1% | +2,170+17.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,895 | $273.3 萬 | 2.1% | −297−3.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 29,249 | $254.8 萬 | 2.0% | −471−1.6% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 14,875 | $252.2 萬 | 2.0% | +2,109+16.5% | 加碼 | 歷史 |
| WWayfair Inc. | CL A | 24,967 | $250.7 萬 | 2.0% | +11,560+86.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,683 | $240.7 萬 | 1.9% | +596+19.3% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 18,709 | $239.0 萬 | 1.9% | −149−0.8% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 14,323 | $228.1 萬 | 1.8% | −1,035−6.7% | 減碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 84,729 | $221.8 萬 | 1.7% | +31,845+60.2% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 19,567 | $221.3 萬 | 1.7% | −6,506−25.0% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 16,274 | $219.9 萬 | 1.7% | +3,799+30.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,040 | $219.3 萬 | 1.7% | −107−5.0% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 12,348 | $219.1 萬 | 1.7% | +4,697+61.4% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 10,490 | $215.1 萬 | 1.7% | −437−4.0% | 減碼 | 歷史 |
| SNDKSandisk Corp | COM | 8,988 | $213.4 萬 | 1.7% | +8,988 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,419 | $213.0 萬 | 1.7% | −90−0.8% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,071 | $206.9 萬 | 1.6% | −1,589−34.1% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 10,021 | $197.6 萬 | 1.5% | +2,881+40.4% | 加碼 | 歷史 |
| CLSCelestica Inc | Stock | 6,575 | $194.4 萬 | 1.5% | +6,575 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 6,167 | $190.0 萬 | 1.5% | −93−1.5% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 10,831 | $187.2 萬 | 1.5% | +2,092+23.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,999 | $171.2 萬 | 1.3% | +5,999 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 11,031 | $158.7 萬 | 1.2% | +11,031 | 新進 | 歷史 |
| IAGIamgold Corp | COM | 94,233 | $155.4 萬 | 1.2% | +94,233 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 8,402 | $154.1 萬 | 1.2% | +179+2.2% | 加碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 4,100 | $145.0 萬 | 1.1% | +637+18.4% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 15,879 | $138.0 萬 | 1.1% | −21,467−57.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 7,934 | $135.8 萬 | 1.1% | +7,934 | 新進 | 歷史 |
| ELANElanco Animal Health Inc | COM | 58,758 | $133.0 萬 | 1.0% | +58,758 | 新進 | 歷史 |
| NXTNextpower Inc. | Stock | 15,256 | $132.9 萬 | 1.0% | +15,256 | 新進 | 歷史 |
| CASYCaseys General Stores Inc | COM | 2,393 | $132.3 萬 | 1.0% | −38−1.6% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 30,199 | $131.5 萬 | 1.0% | +30,199 | 新進 | 歷史 |
| MTZMastec Inc | COM | 5,961 | $129.6 萬 | 1.0% | +52+0.9% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 8,014 | $129.0 萬 | 1.0% | −791−9.0% | 減碼 | 歷史 |
| DYDycom Industries Inc | COM | 3,768 | $127.3 萬 | 1.0% | +223+6.3% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 10,794 | $125.3 萬 | 1.0% | +167+1.6% | 加碼 | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 9,541 | $124.1 萬 | 1.0% | +9,541 | 新進 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 42,701 | $123.2 萬 | 1.0% | −7,744−15.4% | 減碼 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 4,109 | $118.5 萬 | 0.9% | +62+1.5% | 加碼 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 5,878 | $115.7 萬 | 0.9% | −6,212−51.4% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 14,858 | $113.9 萬 | 0.9% | +14,858 | 新進 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 17,633 | $113.4 萬 | 0.9% | +862+5.1% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 60,871 | $112.0 萬 | 0.9% | +60,871 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,219 | $111.8 萬 | 0.9% | +5,219 | 新進 | 歷史 |
| DKDelek US Holdings, Inc. | COM | 36,904 | $109.5 萬 | 0.9% | +36,904 | 新進 | 歷史 |
| GLWCorning Inc | COM | 12,176 | $106.6 萬 | 0.8% | +12,176 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 5,659 | $104.4 萬 | 0.8% | +5,659 | 新進 | 歷史 |
| LMNDLemonade, Inc. | Stock | 14,180 | $100.9 萬 | 0.8% | +14,180 | 新進 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 75,639 | $99.8 萬 | 0.8% | +75,639 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,462 | $98.9 萬 | 0.8% | +6+0.4% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 2,879 | $97.9 萬 | 0.8% | +2,879 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,030 | $93.0 萬 | 0.7% | −322−7.4% | 減碼 | 歷史 |
| CALXCalix, Inc | COM | 17,336 | $91.8 萬 | 0.7% | −861−4.7% | 減碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 10,169 | $90.8 萬 | 0.7% | +6,183+155.1% | 加碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 11,730 | $89.0 萬 | 0.7% | +11,730 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,739 | $88.3 萬 | 0.7% | +36+1.3% | 加碼 | 歷史 |
| FNFabrinet | SHS | 1,838 | $83.7 萬 | 0.7% | +1,838 | 新進 | 歷史 |
| AGIAlamos Gold Inc | Stock | 21,643 | $83.5 萬 | 0.7% | −33,161−60.5% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 2,746 | $83.0 萬 | 0.6% | −283−9.3% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 18,509 | $82.5 萬 | 0.6% | −26,953−59.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,199 | $80.2 萬 | 0.6% | −497−6.5% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 6,614 | $79.2 萬 | 0.6% | −533−7.5% | 減碼 | 歷史 |
| TERTeradyne, Inc | Stock | 3,980 | $77.0 萬 | 0.6% | +3,980 | 新進 | 歷史 |
| CCJCameco Corp | Stock | 8,020 | $73.4 萬 | 0.6% | +8,020 | 新進 | 歷史 |
| CMICummins Inc | Stock | 1,395 | $71.2 萬 | 0.6% | +1,395 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,978 | $69.9 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 783 | $68.8 萬 | 0.5% | +158+25.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 996 | $65.7 萬 | 0.5% | −1,909−65.7% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 5,276 | $62.0 萬 | 0.5% | −8,731−62.3% | 減碼 | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 6,715 | $60.8 萬 | 0.5% | −11,632−63.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,005 | $57.6 萬 | 0.4% | +1,005 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,297 | $50.6 萬 | 0.4% | −5,484−62.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,266 | $46.8 萬 | 0.4% | −36−1.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 958 | $46.3 萬 | 0.4% | −19−1.9% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 901 | $40.2 萬 | 0.3% | −1,967−68.6% | 減碼 | – |
| PODDInsulet Corp | Stock | 1,196 | $34.0 萬 | 0.3% | −3,473−74.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,147 | $34.0 萬 | 0.3% | −2,251−66.2% | 減碼 | 歷史 |
| SRESempra | Stock | 3,648 | $32.2 萬 | 0.3% | −18−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 615 | $30.0 萬 | 0.2% | −11−1.8% | 減碼 | – |
| ALBAlbemarle Corp | Stock | 2,106 | $29.8 萬 | 0.2% | +2,106 | 新進 | 歷史 |
| BAPCredicorp Ltd | COM | 1,004 | $28.8 萬 | 0.2% | −3,639−78.4% | 減碼 | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 5,614 | $26.1 萬 | 0.2% | −17,548−75.8% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 1,555 | $26.1 萬 | 0.2% | −401−20.5% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 5,725 | $26.1 萬 | 0.2% | +30+0.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,968 | $24.8 萬 | 0.2% | +448+12.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 722 | $24.2 萬 | 0.2% | −30−4.0% | 減碼 | – |
2025 年第 3 季之後清倉（33 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RBLXRoblox Corp | Stock | 18,822 | $260.7 萬 | 2.0% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,146 | $219.6 萬 | 1.7% | 歷史 |
| CVNACarvana Co. | CL A | 5,598 | $211.2 萬 | 1.6% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,503 | $179.6 萬 | 1.4% | 歷史 |
| DASHDoorDash, Inc. | Stock | 6,179 | $168.1 萬 | 1.3% | 歷史 |
| SRADSportradar Group AG | CLASS A ORD SHS | 51,513 | $138.6 萬 | 1.1% | 歷史 |
| STNEStoneCo Ltd. | COM | 72,096 | $136.3 萬 | 1.1% | 歷史 |
| JBLJabil Inc | Stock | 5,931 | $128.8 萬 | 1.0% | 歷史 |
| NFLXNetflix Inc | Stock | 1,069 | $128.2 萬 | 1.0% | 歷史 |
| SESea Ltd | SPONSORD ADS | 6,893 | $123.2 萬 | 1.0% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 5,240 | $120.4 萬 | 0.9% | 歷史 |
| MOAltria Group, Inc. | Stock | 18,160 | $120.0 萬 | 0.9% | 歷史 |
| EHCEncompass Health Corp | COM | 9,425 | $119.7 萬 | 0.9% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 20,237 | $116.3 萬 | 0.9% | 歷史 |
| JCIJohnson Controls International plc | Stock | 10,296 | $113.2 萬 | 0.9% | 歷史 |
| FOXAFox Corp | CL A COM | 17,164 | $108.2 萬 | 0.8% | 歷史 |
| COFCapital One Financial Corp | Stock | 4,981 | $105.9 萬 | 0.8% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 4,824 | $103.1 萬 | 0.8% | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,476 | $101.0 萬 | 0.8% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 3,584 | $92.6 萬 | 0.7% | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 4,040 | $81.6 萬 | 0.6% | 歷史 |
| BMOBank of Montreal | COM | 6,169 | $80.4 萬 | 0.6% | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 10,798 | $78.9 萬 | 0.6% | 歷史 |
| FFIVF5, Inc. | Stock | 2,325 | $75.1 萬 | 0.6% | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 4,520 | $73.9 萬 | 0.6% | 歷史 |
| BPOPPopular, Inc. | COM NEW | 5,413 | $68.8 萬 | 0.5% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,384 | $56.0 萬 | 0.4% | 歷史 |
| CAHCardinal Health Inc | Stock | 3,313 | $52.0 萬 | 0.4% | 歷史 |
| URBNUrban Outfitters Inc | COM | 6,923 | $49.5 萬 | 0.4% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,544 | $47.3 萬 | 0.4% | 歷史 |
| PFGCPerformance Food Group Co | COM | 3,345 | $34.8 萬 | 0.3% | 歷史 |
| TAT&T Inc. | Stock | 9,445 | $26.7 萬 | 0.2% | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 4,371 | $21.8 萬 | 0.2% | 歷史 |