Legacy Solutions, LLC
- SEC CIK
- 0002053314
- 最新申報
- 2026/7/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/14 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 81
- 較 2025 年第 3 季 +3
- 總值
- $1.14 億
- 較 2025 年第 3 季 +$260.8 萬 (+2.3%)
| 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 | 223,648 | $1,794 萬 | 15.8% | −3,848−1.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 209,763 | $931.6 萬 | 8.2% | −2,611−1.2% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 47,524 | $798.1 萬 | 7.0% | −3,572−7.0% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 74,831 | $767.3 萬 | 6.7% | +1,152+1.6% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 152,167 | $676.7 萬 | 5.9% | −5,135−3.3% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 58,122 | $601.9 萬 | 5.3% | −3,278−5.3% | 減碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 39,459 | $441.2 萬 | 3.9% | +981+2.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 79,571 | $372.9 萬 | 3.3% | +2,934+3.8% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 71,794 | $336.1 萬 | 3.0% | +567+0.8% | 加碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 76,013 | $259.6 萬 | 2.3% | +1,298+1.7% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 51,796 | $238.5 萬 | 2.1% | +538+1.0% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 89,809 | $231.3 萬 | 2.0% | +1,946+2.2% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 39,825 | $198.5 萬 | 1.7% | +8,264+26.2% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18,185 | $182.5 萬 | 1.6% | +106+0.6% | 加碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 32,586 | $163.7 萬 | 1.4% | +20.0% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 29,565 | $151.2 萬 | 1.3% | +587+2.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,728 | $147.7 萬 | 1.3% | +16+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,408 | $119.5 萬 | 1.1% | +98+1.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 23,088 | $119.0 萬 | 1.0% | +2,414+11.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 14,919 | $117.6 萬 | 1.0% | +96+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,189 | $113.9 萬 | 1.0% | +86+2.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,212 | $111.2 萬 | 1.0% | −38−1.2% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 3,003 | $106.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,152 | $104.1 萬 | 0.9% | −3−0.1% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,904 | $87.8 萬 | 0.8% | +349+6.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 16,073 | $85.1 萬 | 0.7% | −235−1.4% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,261 | $82.5 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,180 | $80.8 萬 | 0.7% | +2+0.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,548 | $79.8 萬 | 0.7% | +104+4.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,292 | $79.4 萬 | 0.7% | −33−2.5% | 減碼 | – |
| FSKFS KKR Capital Corp | COM | 49,056 | $72.7 萬 | 0.6% | −14,458−22.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 13,917 | $66.8 萬 | 0.6% | +254+1.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 855 | $58.3 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 9,733 | $55.5 萬 | 0.5% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 12,321 | $53.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 2,963 | $52.6 萬 | 0.5% | −22−0.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,226 | $51.4 萬 | 0.5% | +73+3.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,089 | $49.8 萬 | 0.4% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 2,642 | $48.5 萬 | 0.4% | +29+1.1% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,922 | $48.1 萬 | 0.4% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 4,069 | $47.5 萬 | 0.4% | +22+0.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 524 | $46.0 萬 | 0.4% | −17−3.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,220 | $42.8 萬 | 0.4% | +43+3.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 12,182 | $41.7 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 8,145 | $41.7 萬 | 0.4% | +8,145 | 新進 | – |
| WMTWalmart Inc. | Stock | 3,647 | $40.6 萬 | 0.4% | −68−1.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 7,544 | $40.3 萬 | 0.4% | −441−5.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 12,724 | $40.3 萬 | 0.4% | −2,919−18.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 7,458 | $36.5 萬 | 0.3% | +2,214+42.2% | 加碼 | – |
| JCIJohnson Controls International plc | Stock | 3,024 | $36.2 萬 | 0.3% | −48−1.6% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 2,444 | $35.2 萬 | 0.3% | −11−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 6,359 | $34.9 萬 | 0.3% | +156+2.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 528 | $34.9 萬 | 0.3% | +12+2.3% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 908 | $34.8 萬 | 0.3% | −14−1.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,123 | $33.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 652 | $30.9 萬 | 0.3% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 686 | $30.9 萬 | 0.3% | +20+3.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,167 | $29.6 萬 | 0.3% | +135+4.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 7,177 | $29.4 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,782 | $28.0 萬 | 0.2% | −100−1.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,916 | $27.5 萬 | 0.2% | −35−1.8% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 520 | $27.2 萬 | 0.2% | +13+2.6% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 911 | $26.7 萬 | 0.2% | +28+3.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 827 | $26.7 萬 | 0.2% | +11+1.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,210 | $26.6 萬 | 0.2% | −91−4.0% | 減碼 | 歷史 |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 3,971 | $26.0 萬 | 0.2% | +3,971 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,875 | $25.6 萬 | 0.2% | +2+0.1% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 2,199 | $25.4 萬 | 0.2% | +80+3.8% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 3,256 | $25.0 萬 | 0.2% | +936+40.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 6,450 | $25.0 萬 | 0.2% | −970−13.1% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 827 | $24.5 萬 | 0.2% | +17+2.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 4,363 | $24.4 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 1,895 | $23.7 萬 | 0.2% | +43+2.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,953 | $23.5 萬 | 0.2% | −4−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 8,955 | $23.3 萬 | 0.2% | +8,955 | 新進 | – |
| BDXBecton Dickinson & Co | Stock | 1,172 | $22.7 萬 | 0.2% | +59+5.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,349 | $22.1 萬 | 0.2% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 871 | $21.5 萬 | 0.2% | +49+6.0% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 4,170 | $21.0 萬 | 0.2% | −2,105−33.5% | 減碼 | – |
| MDTMedtronic plc | Stock | 2,147 | $20.6 萬 | 0.2% | +2,147 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 6,237 | $20.3 萬 | 0.2% | +6,237 | 新進 | – |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。