Legacy Solutions, LLC
- SEC CIK
- 0002053314
- 最新申報
- 2026/7/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/9 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 78
- 較 2025 年第 2 季 0
- 總值
- $1.11 億
- 較 2025 年第 2 季 +$683.3 萬 (+6.5%)
| 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 | 227,496 | $1,782 萬 | 16.0% | +729+0.3% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 212,374 | $908.7 萬 | 8.2% | −2,063−1.0% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 51,096 | $840.7 萬 | 7.6% | −1,155−2.2% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 73,679 | $736.4 萬 | 6.6% | +271+0.4% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 157,302 | $690.9 萬 | 6.2% | −728−0.5% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 61,400 | $608.5 萬 | 5.5% | −716−1.2% | 減碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 38,478 | $424.7 萬 | 3.8% | +153+0.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 76,637 | $355.0 萬 | 3.2% | +497+0.7% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 71,227 | $333.4 萬 | 3.0% | −1,381−1.9% | 減碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 74,715 | $256.2 萬 | 2.3% | +1,608+2.2% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 51,258 | $237.0 萬 | 2.1% | +2,136+4.3% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 87,863 | $227.1 萬 | 2.0% | +3,757+4.5% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18,079 | $182.0 萬 | 1.6% | +902+5.3% | 加碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 32,584 | $163.7 萬 | 1.5% | +2,447+8.1% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 31,561 | $157.8 萬 | 1.4% | +1,486+4.9% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 28,978 | $146.9 萬 | 1.3% | +3,579+14.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,712 | $132.0 萬 | 1.2% | +147+4.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,310 | $117.7 萬 | 1.1% | +148+2.4% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 14,823 | $117.0 萬 | 1.1% | +286+2.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,155 | $111.6 萬 | 1.0% | +9+0.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,250 | $107.2 萬 | 1.0% | −136−4.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 20,674 | $104.5 萬 | 0.9% | +731+3.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,103 | $104.5 萬 | 0.9% | +201+5.2% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 3,003 | $98.8 萬 | 0.9% | −163−5.1% | 減碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 63,514 | $94.8 萬 | 0.9% | +1,100+1.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 16,308 | $84.7 萬 | 0.8% | +1,093+7.2% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,555 | $80.9 萬 | 0.7% | +160+3.0% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,261 | $80.6 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,325 | $79.6 萬 | 0.7% | −33−2.4% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,178 | $78.8 萬 | 0.7% | +1+0.1% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 13,663 | $65.9 萬 | 0.6% | +1,950+16.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,444 | $59.4 萬 | 0.5% | +116+5.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 854 | $56.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 12,321 | $55.5 萬 | 0.5% | +21+0.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 9,733 | $54.5 萬 | 0.5% | −965−9.0% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,922 | $49.3 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,089 | $49.0 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 15,643 | $48.6 萬 | 0.4% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 2,985 | $47.5 萬 | 0.4% | −90−2.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,153 | $47.3 萬 | 0.4% | +51+2.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,613 | $43.7 萬 | 0.4% | −67−2.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 541 | $43.1 萬 | 0.4% | −23−4.1% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 922 | $42.2 萬 | 0.4% | −4−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 7,985 | $41.7 萬 | 0.4% | 00.0% | 不變 | – |
| DHIHorton D R Inc | COM | 2,455 | $41.6 萬 | 0.4% | −16−0.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 4,047 | $41.1 萬 | 0.4% | −111−2.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 12,182 | $40.7 萬 | 0.4% | +334+2.8% | 加碼 | – |
| VVisa Inc. | Stock | 1,177 | $40.2 萬 | 0.4% | −28−2.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,715 | $38.3 萬 | 0.3% | −59−1.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 516 | $37.9 萬 | 0.3% | +5+1.0% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,072 | $33.8 萬 | 0.3% | −182−5.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,123 | $33.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 6,203 | $32.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 6,275 | $31.7 萬 | 0.3% | +1,114+21.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 652 | $30.6 萬 | 0.3% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,951 | $30.0 萬 | 0.3% | −3−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 666 | $29.6 萬 | 0.3% | −4−0.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 7,177 | $28.8 萬 | 0.3% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 3,032 | $28.7 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 7,420 | $28.3 萬 | 0.3% | +526+7.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,882 | $27.6 萬 | 0.2% | +138+1.6% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 883 | $27.0 萬 | 0.2% | −13−1.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,301 | $25.9 萬 | 0.2% | +24+1.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 816 | $25.7 萬 | 0.2% | +27+3.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,873 | $25.3 萬 | 0.2% | +3+0.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 5,244 | $24.9 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 1,852 | $24.8 萬 | 0.2% | +10+0.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 507 | $24.7 萬 | 0.2% | −10−1.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 4,363 | $23.9 萬 | 0.2% | +4,363 | 新進 | – |
| AEPAmerican Electric Power Co Inc | Stock | 2,119 | $23.8 萬 | 0.2% | −38−1.8% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,957 | $23.2 萬 | 0.2% | +40+0.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 810 | $22.9 萬 | 0.2% | −6−0.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 822 | $22.4 萬 | 0.2% | −12−1.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,349 | $22.3 萬 | 0.2% | −55−2.3% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 1,113 | $20.8 萬 | 0.2% | +1,113 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,390 | $20.3 萬 | 0.2% | −27−1.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 403 | $20.3 萬 | 0.2% | +403 | 新進 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 2,320 | $20.0 萬 | 0.2% | +2,320 | 新進 | – |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。