Legacy Solutions, LLC
- SEC CIK
- 0002053314
- 最新申報
- 2026/7/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 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 萬 (+14.5%)
| 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 | 231,860 | $2,038 萬 | 16.5% | +7,021+3.1% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 197,021 | $992.8 萬 | 8.0% | +1,580+0.8% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 44,454 | $836.1 萬 | 6.8% | −44−0.1% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 170,451 | $804.5 萬 | 6.5% | +8,054+5.0% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 71,120 | $783.4 萬 | 6.3% | +447+0.6% | 加碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 36,939 | $481.7 萬 | 3.9% | +168+0.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 74,735 | $431.0 萬 | 3.5% | +176+0.2% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 65,582 | $339.6 萬 | 2.7% | −448−0.7% | 減碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 90,400 | $305.0 萬 | 2.5% | +9,207+11.3% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 59,565 | $271.0 萬 | 2.2% | +4,439+8.1% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 102,646 | $262.0 萬 | 2.1% | +7,625+8.0% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,126 | $213.0 萬 | 1.7% | +1,608+8.2% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 42,661 | $212.4 萬 | 1.7% | −634−1.5% | 減碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 39,661 | $198.9 萬 | 1.6% | +3,612+10.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,572 | $169.2 萬 | 1.4% | +4,572 | 新進 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 32,379 | $166.3 萬 | 1.3% | +683+2.2% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 9,463 | $155.4 萬 | 1.3% | +2,038+27.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,593 | $151.9 萬 | 1.2% | +345+4.8% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 14,040 | $146.0 萬 | 1.2% | −32,916−70.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,880 | $141.2 萬 | 1.1% | −33−0.7% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 18,053 | $140.7 萬 | 1.1% | +1,794+11.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,750 | $138.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 27,394 | $114.0 萬 | 0.9% | +27,394 | 新進 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 20,674 | $113.9 萬 | 0.9% | −2,414−10.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 3,012 | $113.8 萬 | 0.9% | −6−0.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,431 | $107.2 萬 | 0.9% | +351+32.5% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,261 | $98.8 萬 | 0.8% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,251 | $92.1 萬 | 0.7% | −16−1.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 16,073 | $90.8 萬 | 0.7% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 2,376 | $84.9 萬 | 0.7% | +170+7.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 22,807 | $83.3 萬 | 0.7% | +9,814+75.5% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 9,803 | $77.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,990 | $74.3 萬 | 0.6% | −10.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 15,334 | $73.6 萬 | 0.6% | +280+1.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,956 | $73.0 萬 | 0.6% | +147+8.1% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,922 | $65.9 萬 | 0.5% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 856 | $63.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 2,743 | $57.3 萬 | 0.5% | +37+1.4% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 12,278 | $57.2 萬 | 0.5% | +40.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,089 | $52.6 萬 | 0.4% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 3,625 | $50.7 萬 | 0.4% | −48−1.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 495 | $50.0 萬 | 0.4% | +9+1.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,976 | $47.1 萬 | 0.4% | −17−0.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 7,845 | $47.0 萬 | 0.4% | −1,598−16.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 8,145 | $44.4 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 12,724 | $44.3 萬 | 0.4% | 00.0% | 不變 | – |
| JCIJohnson Controls International plc | Stock | 3,027 | $44.2 萬 | 0.4% | +7+0.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,308 | $43.8 萬 | 0.4% | −199−7.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 7,544 | $42.4 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,589 | $40.6 萬 | 0.3% | −33−0.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,631 | $39.9 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,144 | $39.3 萬 | 0.3% | +21+1.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 7,458 | $39.0 萬 | 0.3% | 00.0% | 不變 | – |
| MSIMotorola Solutions, Inc. | Stock | 822 | $34.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 7,232 | $33.8 萬 | 0.3% | +7,232 | 新進 | – |
| COPConocoPhillips | Stock | 3,112 | $32.4 萬 | 0.3% | −15−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,348 | $32.1 萬 | 0.3% | +14+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 7,177 | $31.8 萬 | 0.3% | 00.0% | 不變 | – |
| AEPAmerican Electric Power Co Inc | Stock | 2,219 | $30.4 萬 | 0.2% | +13+0.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,399 | $29.8 萬 | 0.2% | −129−5.1% | 減碼依 4 比 1 拆股換算 | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,782 | $29.7 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 699 | $29.4 萬 | 0.2% | +18+2.6% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,792 | $29.2 萬 | 0.2% | +609+19.1% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 3,552 | $28.7 萬 | 0.2% | +137+4.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,928 | $28.3 萬 | 0.2% | +71+3.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,008 | $27.9 萬 | 0.2% | +210+2.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 566 | $27.0 萬 | 0.2% | +566 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 534 | $26.7 萬 | 0.2% | +41+8.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 6,450 | $26.4 萬 | 0.2% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q732 | U S TEC LEA ETF | 2,292 | $25.6 萬 | 0.2% | +2,292 | 新進 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 865 | $25.1 萬 | 0.2% | +10+1.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 4,221 | $24.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 8,955 | $24.7 萬 | 0.2% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 835 | $24.5 萬 | 0.2% | +25+3.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 433 | $24.4 萬 | 0.2% | −9−2.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 737 | $24.1 萬 | 0.2% | +37+5.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 4,039 | $24.0 萬 | 0.2% | −183−4.3% | 減碼 | – |
| MUMicron Technology Inc | Stock | 199 | $23.0 萬 | 0.2% | +199 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 813 | $22.9 萬 | 0.2% | +813 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,350 | $22.7 萬 | 0.2% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 553 | $22.5 萬 | 0.2% | +38+7.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,313 | $22.3 萬 | 0.2% | +2,313 | 新進 | – |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 3,971 | $21.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,440 | $21.0 萬 | 0.2% | +2,440 | 新進 | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 4,170 | $21.0 萬 | 0.2% | 00.0% | 不變 | – |
| DHIHorton D R Inc | COM | 1,273 | $20.7 萬 | 0.2% | +1,273 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 5,777 | $20.6 萬 | 0.2% | +5,777 | 新進 | – |
| EOGEOG Resources Inc | Stock | 1,571 | $20.4 萬 | 0.2% | +10+0.6% | 加碼 | 歷史 |