Legacy Solutions, LLC
- SEC CIK
- 0002053314
- 最新申報
- 2026/7/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 71
- 較 2024 年第 4 季 +2
- 總值
- $9,078 萬
- 較 2024 年第 4 季 −$98.9 萬 (−1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 216,005 | $1,420 萬 | 15.6% | +3,689+1.7% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 207,466 | $755.4 萬 | 8.3% | +5,524+2.7% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 71,985 | $664.3 萬 | 7.3% | +2,250+3.2% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 51,323 | $652.2 萬 | 7.2% | +999+2.0% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 62,873 | $553.3 萬 | 6.1% | −2,889−4.4% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 154,825 | $530.3 萬 | 5.8% | −843−0.5% | 減碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 37,184 | $367.0 萬 | 4.0% | +1,013+2.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 73,238 | $298.5 萬 | 3.3% | +2,520+3.6% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 69,657 | $274.2 萬 | 3.0% | +2,160+3.2% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 71,848 | $243.3 萬 | 2.7% | +3,887+5.7% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 48,740 | $222.5 萬 | 2.5% | +1,341+2.8% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 84,104 | $214.8 萬 | 2.4% | +2,191+2.7% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 17,571 | $176.8 萬 | 1.9% | +750+4.5% | 加碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 30,412 | $152.4 萬 | 1.7% | +2,693+9.7% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 25,707 | $129.6 萬 | 1.4% | −103−0.4% | 減碼 | – |
| FSKFS KKR Capital Corp | COM | 61,346 | $128.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 25,099 | $125.1 萬 | 1.4% | +816+3.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 14,536 | $113.8 萬 | 1.3% | +831+6.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 19,943 | $88.8 萬 | 1.0% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,481 | $77.3 萬 | 0.9% | +108+3.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 15,323 | $69.7 萬 | 0.8% | −172−1.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,845 | $69.3 萬 | 0.8% | −38−2.0% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,641 | $68.8 萬 | 0.8% | +845+17.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,195 | $67.2 萬 | 0.7% | +5+0.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,358 | $63.7 萬 | 0.7% | −33−2.4% | 減碼 | – |
| CEGConstellation Energy Corp | Stock | 3,130 | $63.1 萬 | 0.7% | −6−0.2% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,261 | $62.9 萬 | 0.7% | 00.0% | 不變 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,949 | $56.9 萬 | 0.6% | −145−1.2% | 減碼 | – |
| EXCExelon Corp | Stock | 12,314 | $56.7 萬 | 0.6% | −62−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,180 | $56.1 萬 | 0.6% | −33−0.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 11,006 | $54.9 萬 | 0.6% | −153−1.4% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 3,172 | $53.1 萬 | 0.6% | +40+1.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 826 | $46.2 萬 | 0.5% | +67+8.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,089 | $44.0 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 16,243 | $43.1 萬 | 0.5% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,133 | $39.7 萬 | 0.4% | +8+0.7% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,922 | $38.8 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 13,846 | $38.7 萬 | 0.4% | +146+1.1% | 加碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 875 | $38.3 萬 | 0.4% | −6−0.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,895 | $36.1 萬 | 0.4% | −46−2.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 11,848 | $35.2 萬 | 0.4% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 2,877 | $33.6 萬 | 0.4% | +7+0.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,495 | $33.1 萬 | 0.4% | +16+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,011 | $31.1 萬 | 0.3% | +18+0.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,803 | $30.7 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Victory Portfolios II92647N691 | VICTORYSHS US | 6,230 | $30.2 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 6,446 | $30.1 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,123 | $30.1 萬 | 0.3% | −209−2.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 3,423 | $30.1 萬 | 0.3% | −22−0.6% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 2,315 | $29.4 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 2,767 | $29.1 萬 | 0.3% | +38+1.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 504 | $27.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,928 | $27.4 萬 | 0.3% | −198−6.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 7,177 | $26.7 萬 | 0.3% | +7,177 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,865 | $26.6 萬 | 0.3% | +25+0.5% | 加碼 | – |
| CCitigroup Inc | Stock | 3,744 | $26.6 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 5,644 | $26.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 5,161 | $25.9 萬 | 0.3% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 427 | $24.6 萬 | 0.3% | +4+0.9% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,019 | $24.2 萬 | 0.3% | +14+0.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 6,894 | $23.8 萬 | 0.3% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 459 | $23.3 萬 | 0.3% | +16+3.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,004 | $23.0 萬 | 0.3% | +8+0.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,866 | $22.6 萬 | 0.2% | +40+1.0% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 1,700 | $22.6 萬 | 0.2% | +1,700 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 753 | $22.2 萬 | 0.2% | −9−1.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 5,244 | $21.8 萬 | 0.2% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 1,963 | $21.5 萬 | 0.2% | +1,963 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,071 | $21.3 萬 | 0.2% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 1,295 | $21.3 萬 | 0.2% | +13+1.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,875 | $20.9 萬 | 0.2% | +42+0.5% | 加碼 | – |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。