Legacy Solutions, LLC
- SEC CIK
- 0002053314
- 最新申報
- 2026/7/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/7 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 77
- 較 2025 年第 4 季 −4
- 總值
- $1.08 億
- 較 2025 年第 4 季 −$590.4 萬 (−5.2%)
| 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 | 224,839 | $1,721 萬 | 15.9% | +1,191+0.5% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 195,441 | $892.2 萬 | 8.3% | −14,322−6.8% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 70,673 | $722.6 萬 | 6.7% | −4,158−5.6% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 44,498 | $690.2 萬 | 6.4% | −3,026−6.4% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 162,397 | $652.7 萬 | 6.0% | +10,230+6.7% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 46,956 | $454.1 萬 | 4.2% | −11,166−19.2% | 減碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 36,771 | $420.4 萬 | 3.9% | −2,688−6.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 74,559 | $360.3 萬 | 3.3% | −5,012−6.3% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 66,030 | $309.7 萬 | 2.9% | −5,764−8.0% | 減碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 81,193 | $273.9 萬 | 2.5% | +5,180+6.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 55,126 | $251.5 萬 | 2.3% | +3,330+6.4% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 95,021 | $243.4 萬 | 2.3% | +5,212+5.8% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 43,295 | $215.5 萬 | 2.0% | +3,470+8.7% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 19,518 | $196.3 萬 | 1.8% | +1,333+7.3% | 加碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 36,049 | $180.7 萬 | 1.7% | +3,463+10.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,750 | $161.4 萬 | 1.5% | +22+0.6% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 31,696 | $160.6 萬 | 1.5% | +2,131+7.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 16,259 | $127.5 萬 | 1.2% | +1,340+9.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,248 | $126.4 萬 | 1.2% | +840+13.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,913 | $124.7 萬 | 1.2% | +724+17.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 23,088 | $116.2 萬 | 1.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,425 | $105.8 萬 | 1.0% | +1,521+25.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 3,018 | $93.4 萬 | 0.9% | −194−6.0% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 9,803 | $90.9 萬 | 0.8% | +9,803 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,991 | $83.5 萬 | 0.8% | −12−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 16,073 | $83.2 萬 | 0.8% | 00.0% | 不變 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,261 | $77.5 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,267 | $73.1 萬 | 0.7% | −25−1.9% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 15,054 | $72.0 萬 | 0.7% | +1,137+8.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,080 | $70.5 萬 | 0.7% | −100−8.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,809 | $67.0 萬 | 0.6% | −343−15.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,206 | $63.4 萬 | 0.6% | −342−13.4% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 12,274 | $60.2 萬 | 0.6% | −47−0.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 856 | $55.6 萬 | 0.5% | +1+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 9,443 | $53.4 萬 | 0.5% | −290−3.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,089 | $48.7 萬 | 0.5% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 2,507 | $48.4 萬 | 0.4% | −135−5.1% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,922 | $46.1 萬 | 0.4% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,622 | $45.0 萬 | 0.4% | −25−0.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,706 | $44.5 萬 | 0.4% | −257−8.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 12,993 | $43.9 萬 | 0.4% | +811+6.7% | 加碼 | – |
| CCitigroup Inc | Stock | 3,673 | $41.6 萬 | 0.4% | −396−9.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,993 | $41.5 萬 | 0.4% | −233−10.5% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 3,127 | $41.3 萬 | 0.4% | −40−1.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 486 | $41.1 萬 | 0.4% | −38−7.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 8,145 | $40.5 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 7,544 | $39.8 萬 | 0.4% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,334 | $39.6 萬 | 0.4% | +124+5.6% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,020 | $39.5 萬 | 0.4% | −4−0.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 12,724 | $39.0 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,631 | $37.0 萬 | 0.3% | +508+7.1% | 加碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 822 | $35.7 萬 | 0.3% | −86−9.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 7,458 | $35.6 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,123 | $33.9 萬 | 0.3% | −97−8.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 7,177 | $29.9 萬 | 0.3% | 00.0% | 不變 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 855 | $29.5 萬 | 0.3% | −56−6.1% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,206 | $28.9 萬 | 0.3% | +7+0.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,782 | $27.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 632 | $27.0 萬 | 0.2% | −20−3.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,857 | $26.8 萬 | 0.2% | −59−3.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 681 | $25.3 萬 | 0.2% | −5−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 442 | $25.3 萬 | 0.2% | −86−16.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 6,450 | $24.6 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,798 | $23.8 萬 | 0.2% | −155−1.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 493 | $23.6 萬 | 0.2% | +493 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 810 | $23.5 萬 | 0.2% | −61−7.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 8,955 | $23.4 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 4,222 | $23.1 萬 | 0.2% | −141−3.2% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 3,415 | $23.1 萬 | 0.2% | +159+4.9% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 1,561 | $22.6 萬 | 0.2% | +1,561 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 4,221 | $22.5 萬 | 0.2% | −2,138−33.6% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 515 | $21.9 萬 | 0.2% | −5−1.0% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,350 | $21.8 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,183 | $21.5 萬 | 0.2% | −692−17.9% | 減碼 | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 4,170 | $21.0 萬 | 0.2% | 00.0% | 不變 | – |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 3,971 | $21.0 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 700 | $20.6 萬 | 0.2% | −127−15.4% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（7 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FSKFS KKR Capital Corp | COM | 49,056 | $72.7 萬 | 0.6% | 歷史 |
| DHIHorton D R Inc | COM | 2,444 | $35.2 萬 | 0.3% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 827 | $24.5 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,895 | $23.7 萬 | 0.2% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,172 | $22.7 萬 | 0.2% | 歷史 |
| MDTMedtronic plc | Stock | 2,147 | $20.6 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 6,237 | $20.3 萬 | 0.2% | – |