Williamson Legacy Group, LLC
- SEC CIK
- 0002011965
- 最新申報
- 2026/8/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 81
- 較 2025 年第 4 季 −11
- 總值
- $1.33 億
- 較 2025 年第 4 季 +$544.0 萬 (+4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LITELumentum Holdings Inc. | COM | 11,285 | $793.1 萬 | 5.9% | −4,136−26.8% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 16,924 | $657.0 萬 | 4.9% | +230+1.4% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 9,379 | $595.9 萬 | 4.5% | +391+4.4% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 19,948 | $539.6 萬 | 4.0% | +277+1.4% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 11,845 | $464.0 萬 | 3.5% | +143+1.2% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 14,990 | $342.5 萬 | 2.6% | +455+3.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,876 | $338.3 萬 | 2.5% | +193+5.2% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 10,108 | $325.2 萬 | 2.4% | +4,147+69.6% | 加碼 | 歷史 |
| NXTNextpower Inc. | Stock | 25,440 | $306.7 萬 | 2.3% | +10,184+66.8% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 12,753 | $293.9 萬 | 2.2% | +2,263+21.6% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 19,850 | $280.1 萬 | 2.1% | +1,141+6.1% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 18,915 | $256.3 萬 | 1.9% | +3,036+19.1% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 36,724 | $253.9 萬 | 1.9% | +18,215+98.4% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 11,112 | $227.2 萬 | 1.7% | +281+2.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,669 | $225.3 萬 | 1.7% | +670+11.2% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 16,435 | $223.5 萬 | 1.7% | +4,259+35.0% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 42,570 | $217.3 萬 | 1.6% | −131−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,922 | $207.9 萬 | 1.6% | +503+4.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,154 | $198.1 萬 | 1.5% | +114+5.6% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 6,389 | $189.4 萬 | 1.4% | +2,409+60.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 8,855 | $189.2 萬 | 1.4% | +921+11.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 9,602 | $185.2 萬 | 1.4% | +1,200+14.3% | 加碼 | 歷史 |
| IAGIamgold Corp | COM | 97,402 | $183.3 萬 | 1.4% | +3,169+3.4% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 2,453 | $178.5 萬 | 1.3% | +60+2.5% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 7,267 | $173.1 萬 | 1.3% | +1,608+28.4% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 9,499 | $170.5 萬 | 1.3% | +7,393+351.0% | 加碼 | 歷史 |
| FSLYFastly, Inc. | CL A | 58,612 | $170.3 萬 | 1.3% | +58,612 | 新進 | 歷史 |
| AGIAlamos Gold Inc | Stock | 37,776 | $167.8 萬 | 1.3% | +16,133+74.5% | 加碼 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 6,746 | $165.3 萬 | 1.2% | +868+14.8% | 加碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 7,896 | $160.3 萬 | 1.2% | −6,979−46.9% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 14,493 | $156.9 萬 | 1.2% | −13,473−48.2% | 減碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 64,278 | $153.8 萬 | 1.2% | +5,520+9.4% | 加碼 | 歷史 |
| BBarrick Mining Corp | Stock | 37,433 | $152.7 萬 | 1.1% | +7,234+24.0% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 12,408 | $147.2 萬 | 1.1% | +1,614+15.0% | 加碼 | 歷史 |
| DANDANA Inc | COM | 43,444 | $146.2 萬 | 1.1% | +43,444 | 新進 | 歷史 |
| NVTnVent Electric plc | SHS | 12,044 | $142.5 萬 | 1.1% | +12,044 | 新進 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 5,104 | $141.2 萬 | 1.1% | +995+24.2% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 5,509 | $138.0 萬 | 1.0% | +5,509 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 1,925 | $136.4 萬 | 1.0% | +920+91.5% | 加碼 | 歷史 |
| BGBunge Global SA | COM SHS | 10,372 | $131.9 萬 | 1.0% | +10,372 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 10,333 | $130.6 萬 | 1.0% | −5,941−36.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,276 | $129.0 萬 | 1.0% | +5,276 | 新進 | 歷史 |
| BAPCredicorp Ltd | COM | 3,797 | $128.8 萬 | 1.0% | +2,793+278.2% | 加碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 3,729 | $128.3 萬 | 1.0% | −371−9.0% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 3,540 | $126.7 萬 | 0.9% | +794+28.9% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 2,249 | $122.1 萬 | 0.9% | +2,249 | 新進 | 歷史 |
| HXLHexcel Corp | COM | 14,850 | $120.2 萬 | 0.9% | +14,850 | 新進 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,119 | $118.5 萬 | 0.9% | +240+8.3% | 加碼 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 10,498 | $117.5 萬 | 0.9% | +10,498 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 10,145 | $115.1 萬 | 0.9% | +10,145 | 新進 | 歷史 |
| CMICummins Inc | Stock | 2,039 | $109.7 萬 | 0.8% | +644+46.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,257 | $106.3 萬 | 0.8% | +474+60.5% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 3,737 | $102.3 萬 | 0.8% | +3,737 | 新進 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 35,338 | $101.8 萬 | 0.8% | +35,338 | 新進 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 7,021 | $94.5 萬 | 0.7% | +407+6.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,584 | $93.3 萬 | 0.7% | −635−12.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,461 | $92.7 萬 | 0.7% | +262+3.6% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,572 | $86.3 萬 | 0.6% | +1,572 | 新進 | 歷史 |
| FCFSFirstCash Holdings, Inc. | COM | 4,587 | $86.2 萬 | 0.6% | +4,587 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 3,911 | $84.7 萬 | 0.6% | +3,911 | 新進 | 歷史 |
| FNFabrinet | SHS | 1,553 | $81.0 萬 | 0.6% | −285−15.5% | 減碼 | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 8,188 | $77.6 萬 | 0.6% | +1,473+21.9% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 8,242 | $76.9 萬 | 0.6% | +8,242 | 新進 | 歷史 |
| CCJCameco Corp | Stock | 6,791 | $73.8 萬 | 0.6% | −1,229−15.3% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 5,256 | $68.9 萬 | 0.5% | −20−0.4% | 減碼 | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 9,216 | $65.0 萬 | 0.5% | −2,514−21.4% | 減碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 4,463 | $61.2 萬 | 0.5% | +4,463 | 新進 | 歷史 |
| LMNDLemonade, Inc. | Stock | 9,719 | $60.9 萬 | 0.5% | −4,461−31.5% | 減碼 | 歷史 |
| DYDycom Industries Inc | COM | 1,775 | $60.1 萬 | 0.5% | −1,993−52.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,107 | $59.8 萬 | 0.4% | −4,060−65.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,451 | $55.1 萬 | 0.4% | +154+4.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,264 | $47.1 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| SRESempra | Stock | 3,411 | $33.1 萬 | 0.2% | −237−6.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 780 | $28.9 萬 | 0.2% | −178−18.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 592 | $25.9 萬 | 0.2% | −23−3.7% | 減碼 | – |
| CMCCommercial Metals Co | Stock | 4,208 | $25.8 萬 | 0.2% | +4,208 | 新進 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 5,514 | $25.0 萬 | 0.2% | −211−3.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,863 | $24.8 萬 | 0.2% | −105−2.6% | 減碼 | – |
| ATOAtmos Energy Corp | COM | 1,262 | $23.3 萬 | 0.2% | −293−18.8% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 722 | $23.2 萬 | 0.2% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 822 | $20.9 萬 | 0.2% | +822 | 新進 | 歷史 |
2025 年第 4 季之後清倉（30 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 20,411 | $362.8 萬 | 2.8% | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,895 | $273.3 萬 | 2.1% | 歷史 |
| EBAYeBay Inc | COM | 29,249 | $254.8 萬 | 2.0% | 歷史 |
| WWayfair Inc. | CL A | 24,967 | $250.7 萬 | 2.0% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 14,323 | $228.1 萬 | 1.8% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 84,729 | $221.8 萬 | 1.7% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 19,567 | $221.3 萬 | 1.7% | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 12,348 | $219.1 萬 | 1.7% | 歷史 |
| APPAppLovin Corp | COM CL A | 3,071 | $206.9 萬 | 1.6% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 10,021 | $197.6 萬 | 1.5% | 歷史 |
| CLSCelestica Inc | Stock | 6,575 | $194.4 萬 | 1.5% | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 11,031 | $158.7 萬 | 1.2% | 歷史 |
| SHOPShopify Inc. | Stock | 8,014 | $129.0 萬 | 1.0% | 歷史 |
| WGSGeneDx Holdings Corp. | COM CL A | 9,541 | $124.1 萬 | 1.0% | 歷史 |
| MNSTMonster Beverage Corp | COM | 14,858 | $113.9 萬 | 0.9% | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 17,633 | $113.4 萬 | 0.9% | 歷史 |
| RUNSunrun Inc. | COM | 60,871 | $112.0 萬 | 0.9% | 歷史 |
| DKDelek US Holdings, Inc. | COM | 36,904 | $109.5 萬 | 0.9% | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 75,639 | $99.8 萬 | 0.8% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,462 | $98.9 萬 | 0.8% | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,030 | $93.0 萬 | 0.7% | 歷史 |
| CALXCalix, Inc | COM | 17,336 | $91.8 萬 | 0.7% | 歷史 |
| SGISomnigroup International Inc. | COM | 10,169 | $90.8 萬 | 0.7% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,739 | $88.3 萬 | 0.7% | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,978 | $69.9 萬 | 0.5% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 996 | $65.7 萬 | 0.5% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 901 | $40.2 萬 | 0.3% | – |
| PODDInsulet Corp | Stock | 1,196 | $34.0 萬 | 0.3% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,147 | $34.0 萬 | 0.3% | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 5,614 | $26.1 萬 | 0.2% | 歷史 |