LEGACY SOLUTIONS, LLC
- SEC CIK
- 0002053314
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/6。SEC
- 持股檔數
- 88
- 較 2026 年第 1 季 +11
- 總值
- $1.24 億
- 較 2026 年第 1 季 +$1,566.16 萬 (+14.5%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 231,860 | $2,037.59 萬 | 16.49% | +7,021+3.1% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889 | ETF | 197,021 | $992.79 萬 | 8.03% | +1,580+0.8% | 加碼 | – |
| ISHARES CORE S&P U.S. GROWTH ETF464287671 | ETF | 44,454 | $836.13 萬 | 6.77% | −44−0.1% | 減碼 | – |
| CAPITAL GROUP GROWTH ETF14020G101 | SHS CREAT UNIT | 170,451 | $804.53 萬 | 6.51% | +8,054+5.0% | 加碼 | – |
| ISHARES CORE S&P US VALUE ETF464287663 | ETF | 71,120 | $783.38 萬 | 6.34% | +447+0.6% | 加碼 | – |
| VANGUARD ADMIRAL FDS INC921932885 | MIDCP 400 IDX | 36,939 | $481.68 萬 | 3.90% | +168+0.5% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853 | ETF | 74,735 | $431 萬 | 3.49% | +176+0.2% | 加碼 | – |
| SPDR INDEX SHS FDS78463X509 | ST PORT MARK ETF | 65,582 | $339.58 萬 | 2.75% | −448−0.7% | 減碼 | – |
| HARTFORD FDS EXCHANGE TRADED41653L305 | TOTAL RTRN ETF | 90,400 | $304.96 萬 | 2.47% | +9,207+11.3% | 加碼 | – |
| FIDELITY MERRIMACK STR TR316188309 | TOTAL BD ETF | 59,565 | $270.96 萬 | 2.19% | +4,439+8.1% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649 | ETF | 102,646 | $261.95 萬 | 2.12% | +7,625+8.0% | 加碼 | – |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833 | ETF | 21,126 | $212.97 萬 | 1.72% | +1,608+8.2% | 加碼 | – |
| VANGUARD BD INDEX FDS92203C303 | VANGUARD ULTRA | 42,661 | $212.37 萬 | 1.72% | −634−1.5% | 減碼 | – |
| INVESCO ACTIVELY MANAGED EXC46090A887 | ULTRA SHRT DUR | 39,661 | $198.9 萬 | 1.61% | +3,612+10.0% | 加碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 4,572 | $169.2 萬 | 1.37% | +4,572 | 新進 | – |
| FIRST TR EXCH TRADED FD III33739N108 | MANAGD MUN ETF | 32,379 | $166.32 萬 | 1.35% | +683+2.2% | 加碼 | – |
| ISHARES TR464287150 | CORE S&P TTL STK | 9,463 | $155.44 萬 | 1.26% | +2,038+27.4% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 7,593 | $151.93 萬 | 1.23% | +345+4.8% | 加碼 | 查看 |
| VANECK MORNINGSTAR WIDE MOAT ETF92189F643 | ETF | 14,040 | $145.96 萬 | 1.18% | −32,916−70.1% | 減碼 | – |
| AAPLAPPLE INC COM | Stock | 4,880 | $141.22 萬 | 1.14% | −33−0.7% | 減碼 | 查看 |
| VANGUARD SHORT-TERM BOND ETF921937827 | ETF | 18,053 | $140.65 萬 | 1.14% | +1,794+11.0% | 加碼 | – |
| GLDSPDR GOLD SHARES | ETF | 3,750 | $138.14 萬 | 1.12% | 00.0% | 不變 | 查看 |
| GMO ETF TRUST90139K100 | US QUALITY ETF | 27,394 | $114.01 萬 | 0.92% | +27,394 | 新進 | – |
| FIRST TR EXCHNG TRADED FD VI33740U307 | FT VEST US EQT | 20,674 | $113.87 萬 | 0.92% | −2,414−10.5% | 減碼 | – |
| AVGOBROADCOM INC COM | Stock | 3,012 | $113.78 萬 | 0.92% | −6−0.2% | 減碼 | 查看 |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,431 | $107.16 萬 | 0.87% | +351+32.5% | 加碼 | – |
| INVESCO NASDAQ 100 ETF46138G649 | ETF | 3,261 | $98.8 萬 | 0.80% | 00.0% | 不變 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 1,251 | $92.12 萬 | 0.75% | −16−1.3% | 減碼 | – |
| FIRST TR EXCHNG TRADED FD VI33740F862 | FT VEST US EQT | 16,073 | $90.82 萬 | 0.73% | 00.0% | 不變 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 2,376 | $84.89 萬 | 0.69% | +170+7.7% | 加碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F755 | FT LADD BUFF ETF | 22,807 | $83.31 萬 | 0.67% | +9,814+75.5% | 加碼 | – |
| GLDMWORLD GOLD TR | SPDR GLD MINIS | 9,803 | $77.86 萬 | 0.63% | 00.0% | 不變 | 查看 |
| CEGCONSTELLATION ENERGY CORP COM | Stock | 2,990 | $74.26 萬 | 0.60% | −10.0% | 減碼 | 查看 |
| SPDR SERIES TRUST78468R739 | ST NUVE TERM ETF | 15,334 | $73.55 萬 | 0.60% | +280+1.9% | 加碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 1,956 | $72.96 萬 | 0.59% | +147+8.1% | 加碼 | 查看 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 1,922 | $65.89 萬 | 0.53% | 00.0% | 不變 | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 856 | $63.92 萬 | 0.52% | 00.0% | 不變 | 查看 |
| MSMORGAN STANLEY COM NEW | Stock | 2,743 | $57.35 萬 | 0.46% | +37+1.4% | 加碼 | 查看 |
| EXCEXELON CORP COM | Stock | 12,278 | $57.24 萬 | 0.46% | +40.0% | 加碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F680 | FT VEST US EQT | 11,089 | $52.61 萬 | 0.43% | 00.0% | 不變 | – |
| CCITIGROUP INC COM NEW | Stock | 3,625 | $50.74 萬 | 0.41% | −48−1.3% | 減碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 495 | $50.03 萬 | 0.40% | +9+1.9% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 1,976 | $47.1 萬 | 0.38% | −17−0.9% | 減碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F722 | FT VEST US EQT | 7,845 | $47.03 萬 | 0.38% | −1,598−16.9% | 減碼 | – |
| FIRST TR EXCHNG TRADED FD VI33740U505 | FT VEST UQ EQT | 8,145 | $44.36 萬 | 0.36% | 00.0% | 不變 | – |
| FIRST TR EXCHNG TRADED FD VI33740U836 | FT VEST NAS | 12,724 | $44.33 萬 | 0.36% | 00.0% | 不變 | – |
| JCIJOHNSON CTLS INTL PLC SHS | Stock | 3,027 | $44.23 萬 | 0.36% | +7+0.2% | 加碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 2,308 | $43.8 萬 | 0.35% | −199−7.9% | 減碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F748 | FT VEST US EQT | 7,544 | $42.4 萬 | 0.34% | 00.0% | 不變 | – |
| WMTWALMART INC COM | Stock | 3,589 | $40.65 萬 | 0.33% | −33−0.9% | 減碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F599 | FT VEST US EQT | 7,631 | $39.88 萬 | 0.32% | 00.0% | 不變 | – |
| VVISA INC COM CL A | Stock | 1,144 | $39.25 萬 | 0.32% | +21+1.9% | 加碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F664 | FT VEST US EQT | 7,458 | $39 萬 | 0.32% | 00.0% | 不變 | – |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 822 | $34.15 萬 | 0.28% | 00.0% | 不變 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740U885 | FT VEST US EQT | 7,232 | $33.8 萬 | 0.27% | +7,232 | 新進 | – |
| COPCONOCOPHILLIPS COM | Stock | 3,112 | $32.35 萬 | 0.26% | −15−0.5% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 2,348 | $32.1 萬 | 0.26% | +14+0.6% | 加碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F482 | FT VEST U.S EQT | 7,177 | $31.75 萬 | 0.26% | 00.0% | 不變 | – |
| AEPAMERICAN ELEC PWR CO INC COM | Stock | 2,219 | $30.36 萬 | 0.25% | +13+0.6% | 加碼 | 查看 |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 2,399 | $29.78 萬 | 0.24% | +1,767+279.6% | 加碼 | – |
| FIRST TR EXCHNG TRADED FD VI33740F557 | FT VEST NAS | 8,782 | $29.67 萬 | 0.24% | 00.0% | 不變 | – |
| TSLATESLA INC COM | Stock | 699 | $29.4 萬 | 0.24% | +18+2.6% | 加碼 | 查看 |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 3,792 | $29.24 萬 | 0.24% | +609+19.1% | 加碼 | – |
| ARK INNOVATION ETF00214Q104 | ETF | 3,552 | $28.71 萬 | 0.23% | +137+4.0% | 加碼 | – |
| PGPROCTER & GAMBLE CO COM | Stock | 1,928 | $28.28 萬 | 0.23% | +71+3.8% | 加碼 | 查看 |
| SCHWAB U.S. LARGE-CAP VALUE ETF808524409 | ETF | 8,008 | $27.88 萬 | 0.23% | +210+2.7% | 加碼 | – |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 566 | $27.03 萬 | 0.22% | +566 | 新進 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 534 | $26.72 萬 | 0.22% | +41+8.3% | 加碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740U711 | FT VEST U.S EQT | 6,450 | $26.42 萬 | 0.21% | 00.0% | 不變 | – |
| J P MORGAN EXCHANGE TRADED F46654Q732 | U S TEC LEA ETF | 2,292 | $25.57 萬 | 0.21% | +2,292 | 新進 | – |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 865 | $25.14 萬 | 0.20% | +10+1.2% | 加碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F847 | FT VEST US EQT | 4,221 | $24.69 萬 | 0.20% | 00.0% | 不變 | – |
| FIRST TR EXCHNG TRADED FD VI33740U828 | FT VEST INT EQ M | 8,955 | $24.66 萬 | 0.20% | 00.0% | 不變 | – |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 835 | $24.48 萬 | 0.20% | +25+3.1% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 433 | $24.4 萬 | 0.20% | −9−2.0% | 減碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 737 | $24.11 萬 | 0.20% | +37+5.3% | 加碼 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740U208 | FT VEST US EQT | 4,039 | $24.05 萬 | 0.19% | −183−4.3% | 減碼 | – |
| MUMICRON TECHNOLOGY INC COM | Stock | 199 | $22.97 萬 | 0.19% | +199 | 新進 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 813 | $22.88 萬 | 0.19% | +813 | 新進 | 查看 |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 2,350 | $22.67 萬 | 0.18% | 00.0% | 不變 | – |
| SPGIS&P GLOBAL INC COM | Stock | 553 | $22.52 萬 | 0.18% | +38+7.4% | 加碼 | 查看 |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 2,313 | $22.34 萬 | 0.18% | +2,313 | 新進 | – |
| PROFESIONALLY MANAGED PORTFO74316P579 | AKRE FOCUS ETF | 3,971 | $21.12 萬 | 0.17% | 00.0% | 不變 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 2,440 | $21.02 萬 | 0.17% | +2,440 | 新進 | – |
| ISHARES U S ETF TR46431W838 | SHOR MAT MUN ETF | 4,170 | $21.01 萬 | 0.17% | 00.0% | 不變 | – |
| DHID R HORTON INC | COM | 1,273 | $20.74 萬 | 0.17% | +1,273 | 新進 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F649 | FT VEST NAS | 5,777 | $20.57 萬 | 0.17% | +5,777 | 新進 | – |
| EOGEOG RES INC COM | Stock | 1,571 | $20.38 萬 | 0.16% | +10+0.6% | 加碼 | 查看 |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/6 | 88 | $1.24 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/7 | 77 | $1.08 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/1/14 | 81 | $1.14 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/9 | 78 | $1.11 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/7/15 | 78 | $1.04 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/4/8 | 71 | $9,078.47 萬 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/2/3 | 69 | $9,177.33 萬 | – | SEC |