Williamson Legacy Group, LLC
- SEC CIK
- 0002011965
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 75
- 較 2026 年第 1 季 −6
- 總值
- $2.01 億
- 較 2026 年第 1 季 +$6,803 萬 (+51.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SNDKSandisk Corp | COM | 5,648 | $1,284 萬 | 6.4% | −3,731−39.8% | 減碼 | 歷史 |
| WDCWestern Digital Corp | COM | 14,671 | $937.1 萬 | 4.7% | −5,277−26.5% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 9,503 | $917.1 萬 | 4.6% | −2,342−19.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 7,570 | $873.8 萬 | 4.3% | +901+13.5% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 17,001 | $834.0 萬 | 4.1% | +77+0.5% | 加碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 9,351 | $802.4 萬 | 4.0% | −1,934−17.1% | 減碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 20,532 | $621.5 萬 | 3.1% | +1,617+8.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 21,124 | $539.6 萬 | 2.7% | +4,689+28.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 12,303 | $533.1 萬 | 2.6% | +3,448+38.9% | 加碼 | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 32,491 | $510.2 萬 | 2.5% | +32,491 | 新進 | 歷史 |
| TERTeradyne, Inc | Stock | 9,830 | $475.6 萬 | 2.4% | +3,441+53.9% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 11,080 | $461.0 萬 | 2.3% | +972+9.6% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,895 | $457.6 萬 | 2.3% | +19+0.5% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 10,640 | $419.7 萬 | 2.1% | +3,373+46.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,805 | $405.2 萬 | 2.0% | +1,880+97.7% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 11,176 | $374.2 萬 | 1.9% | +5,667+102.9% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 63,738 | $372.5 萬 | 1.8% | +21,168+49.7% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 13,676 | $367.7 萬 | 1.8% | +923+7.2% | 加碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 95,060 | $364.5 萬 | 1.8% | +95,060 | 新進 | 歷史 |
| LGNLegence Corp. | CL A | 41,267 | $351.7 萬 | 1.7% | +41,267 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,712 | $340.7 萬 | 1.7% | +4,712 | 新進 | 歷史 |
| NVTnVent Electric plc | SHS | 20,070 | $340.4 萬 | 1.7% | +8,026+66.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,538 | $321.7 萬 | 1.6% | +954+20.8% | 加碼 | 歷史 |
| NXTNextpower Inc. | Stock | 25,945 | $309.1 萬 | 1.5% | +505+2.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 4,273 | $304.8 萬 | 1.5% | +2,234+109.6% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 20,718 | $303.3 萬 | 1.5% | +868+4.4% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 44,783 | $296.9 萬 | 1.5% | +8,059+21.9% | 加碼 | 歷史 |
| MKSIMKS Inc | COM | 5,543 | $246.6 萬 | 1.2% | +5,543 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 17,093 | $239.2 萬 | 1.2% | +6,948+68.5% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 2,879 | $228.8 萬 | 1.1% | +426+17.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,905 | $228.5 萬 | 1.1% | −249−11.6% | 減碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 5,816 | $220.1 萬 | 1.1% | +5,816 | 新進 | 歷史 |
| ATIAti Inc | Stock | 11,077 | $218.3 萬 | 1.1% | +11,077 | 新進 | 歷史 |
| TKRTimken Co | COM | 14,122 | $205.2 萬 | 1.0% | +14,122 | 新進 | 歷史 |
| HUTHut 8 Corp. | COM | 17,645 | $203.7 萬 | 1.0% | +17,645 | 新進 | 歷史 |
| GHGuardant Health, Inc. | COM | 13,093 | $196.4 萬 | 1.0% | +13,093 | 新進 | 歷史 |
| TDToronto Dominion Bank | Stock | 15,781 | $191.6 萬 | 1.0% | +7,539+91.5% | 加碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 4,994 | $190.0 萬 | 0.9% | +4,994 | 新進 | 歷史 |
| DYDycom Industries Inc | COM | 3,716 | $187.9 萬 | 0.9% | +1,941+109.4% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 12,717 | $183.9 萬 | 0.9% | +309+2.5% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 12,519 | $183.7 萬 | 0.9% | +5,498+78.3% | 加碼 | 歷史 |
| BAPCredicorp Ltd | COM | 4,528 | $176.4 萬 | 0.9% | +731+19.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,652 | $158.6 萬 | 0.8% | +4,652 | 新進 | 歷史 |
| RBCRBC Bearings INC | COM | 2,390 | $153.9 萬 | 0.8% | +141+6.3% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 6,672 | $153.1 萬 | 0.8% | +6,672 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 7,095 | $151.0 萬 | 0.7% | +3,184+81.4% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 4,366 | $150.8 萬 | 0.7% | +629+16.8% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,074 | $149.3 萬 | 0.7% | +502+31.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,136 | $130.4 萬 | 0.6% | −140−2.7% | 減碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 12,040 | $126.0 萬 | 0.6% | +12,040 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,238 | $125.2 萬 | 0.6% | −19−1.5% | 減碼 | 歷史 |
| SMTCSemtech Corp | Stock | 7,424 | $120.2 萬 | 0.6% | +7,424 | 新進 | 歷史 |
| KEYKeycorp | COM | 51,474 | $118.6 萬 | 0.6% | +51,474 | 新進 | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 10,293 | $118.4 萬 | 0.6% | +2,105+25.7% | 加碼 | 歷史 |
| LUNRIntuitive Machines, Inc. | CLASS A COM | 53,028 | $113.4 萬 | 0.6% | +53,028 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 5,129 | $110.8 萬 | 0.6% | +5,129 | 新進 | 歷史 |
| RLRalph Lauren Corp | CL A | 2,708 | $108.7 萬 | 0.5% | −1,021−27.4% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 3,602 | $108.7 萬 | 0.5% | +3,602 | 新進 | 歷史 |
| FSLYFastly, Inc. | CL A | 55,861 | $102.6 萬 | 0.5% | −2,751−4.7% | 減碼 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 39,003 | $102.2 萬 | 0.5% | +3,665+10.4% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 7,177 | $96.9 萬 | 0.5% | −2,322−24.4% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 23,269 | $79.0 萬 | 0.4% | +23,269 | 新進 | 歷史 |
| FIVEFive Below, Inc | COM | 3,820 | $68.7 萬 | 0.3% | −11,170−74.5% | 減碼 | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 13,571 | $50.6 萬 | 0.3% | +13,571 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 662 | $50.5 萬 | 0.3% | +662 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,264 | $47.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SRESempra | Stock | 3,323 | $30.8 萬 | 0.2% | −88−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 776 | $28.9 萬 | 0.1% | −4−0.5% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 4,232 | $27.3 萬 | 0.1% | −1,282−23.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 854 | $24.7 萬 | 0.1% | +32+3.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 667 | $24.7 萬 | 0.1% | −55−7.6% | 減碼 | – |
| VLOValero Energy Corp | Stock | 940 | $24.5 萬 | 0.1% | +940 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,592 | $22.3 萬 | 0.1% | −960−27.0% | 減碼依 6 比 1 拆股換算 | – |
| GOOGLAlphabet Inc. | Stock | 616 | $22.0 萬 | 0.1% | +616 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,932 | $20.8 萬 | 0.1% | +1,932 | 新進 | 歷史 |
2026 年第 1 季之後清倉（31 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 |
|---|---|---|---|---|---|
| BWXTBWX Technologies, Inc. | COM | 11,112 | $227.2 萬 | 1.7% | 歷史 |
| NVDANVIDIA Corp | Stock | 11,922 | $207.9 萬 | 1.6% | 歷史 |
| RTXRTX Corp | Stock | 9,602 | $185.2 萬 | 1.4% | 歷史 |
| IAGIamgold Corp | COM | 97,402 | $183.3 萬 | 1.4% | 歷史 |
| AGIAlamos Gold Inc | Stock | 37,776 | $167.8 萬 | 1.3% | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 6,746 | $165.3 萬 | 1.2% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 7,896 | $160.3 萬 | 1.2% | 歷史 |
| NEMNEWMONT Corp | Stock | 14,493 | $156.9 萬 | 1.2% | 歷史 |
| ELANElanco Animal Health Inc | COM | 64,278 | $153.8 萬 | 1.2% | 歷史 |
| BBarrick Mining Corp | Stock | 37,433 | $152.7 萬 | 1.1% | 歷史 |
| DANDANA Inc | COM | 43,444 | $146.2 萬 | 1.1% | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 5,104 | $141.2 萬 | 1.1% | 歷史 |
| BGBunge Global SA | COM SHS | 10,372 | $131.9 萬 | 1.0% | 歷史 |
| APHAmphenol Corp | CL A | 10,333 | $130.6 萬 | 1.0% | 歷史 |
| WWDWoodward, Inc. | COM | 3,540 | $126.7 萬 | 0.9% | 歷史 |
| HXLHexcel Corp | COM | 14,850 | $120.2 萬 | 0.9% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,119 | $118.5 萬 | 0.9% | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 10,498 | $117.5 萬 | 0.9% | 歷史 |
| WMTWalmart Inc. | Stock | 7,461 | $92.7 萬 | 0.7% | 歷史 |
| FCFSFirstCash Holdings, Inc. | COM | 4,587 | $86.2 萬 | 0.6% | 歷史 |
| FNFabrinet | SHS | 1,553 | $81.0 萬 | 0.6% | 歷史 |
| CCJCameco Corp | Stock | 6,791 | $73.8 萬 | 0.6% | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 5,256 | $68.9 萬 | 0.5% | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 9,216 | $65.0 萬 | 0.5% | 歷史 |
| AERAerCap Holdings N.V. | SHS | 4,463 | $61.2 萬 | 0.5% | 歷史 |
| LMNDLemonade, Inc. | Stock | 9,719 | $60.9 萬 | 0.5% | 歷史 |
| GEGeneral Electric Co | Stock | 2,107 | $59.8 萬 | 0.4% | 歷史 |
| TJXTJX Companies Inc | Stock | 3,451 | $55.1 萬 | 0.4% | 歷史 |
| CMCCommercial Metals Co | Stock | 4,208 | $25.8 萬 | 0.2% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,863 | $24.8 萬 | 0.2% | – |
| ATOAtmos Energy Corp | COM | 1,262 | $23.3 萬 | 0.2% | 歷史 |