Legacy Wealth Partners, LLC
- SEC CIK
- 0002066638
- 最新申報
- 2026/7/22
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位。
- 持股檔數
- 177
- 2025 年第 3 季沒有申報
- 總值
- $3.86 億
- 2025 年第 3 季沒有申報
Legacy Wealth Partners, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 79,788 | $5,465 萬 | 14.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 502,840 | $5,022 萬 | 13.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,095 | $2,530 萬 | 6.5% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 272,803 | $2,440 萬 | 6.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 21,896 | $1,373 萬 | 3.6% | – | – | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 166,882 | $966.6 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 37,414 | $965.1 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 33,168 | $962.6 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,754 | $931.1 萬 | 2.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 47,947 | $894.2 萬 | 2.3% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 131,483 | $821.4 萬 | 2.1% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 105,680 | $687.0 萬 | 1.8% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 79,082 | $637.6 萬 | 1.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 13,907 | $551.1 萬 | 1.4% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 105,194 | $529.0 萬 | 1.4% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 56,339 | $504.6 萬 | 1.3% | – | – | – |
| Ssga Active Tr78470P408 | STATE STREET US | 68,406 | $426.2 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 14,750 | $401.0 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 70,984 | $388.4 萬 | 1.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 83,725 | $371.8 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,572 | $317.9 萬 | 0.8% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,080 | $296.1 萬 | 0.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 58,249 | $272.7 萬 | 0.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 56,224 | $271.7 萬 | 0.7% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 30,697 | $241.9 萬 | 0.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,523 | $234.4 萬 | 0.6% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 50,726 | $189.7 萬 | 0.5% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 15,300 | $186.6 萬 | 0.5% | – | – | – |
| UGLProShares Trust II | ULTRA GOLD | 33,480 | $185.9 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 18,066 | $173.5 萬 | 0.4% | – | – | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 47,025 | $173.1 萬 | 0.4% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 36,741 | $171.0 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 35,921 | $168.3 萬 | 0.4% | – | – | – |
| Ssga Active Tr78470P507 | ST STR SECTO ETF | 64,397 | $166.9 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,319 | $161.9 萬 | 0.4% | – | – | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 33,320 | $159.0 萬 | 0.4% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 15,512 | $158.8 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 6,851 | $158.1 萬 | 0.4% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 33,359 | $156.9 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,112 | $155.4 萬 | 0.4% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,279 | $152.2 萬 | 0.4% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,658 | $149.8 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 21,920 | $148.7 萬 | 0.4% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 13,103 | $144.3 萬 | 0.4% | – | – | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 13,393 | $143.8 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 21,566 | $141.6 萬 | 0.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,477 | $136.5 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,252 | $134.6 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,335 | $134.3 萬 | 0.3% | – | – | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 28,496 | $134.0 萬 | 0.3% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 20,528 | $124.8 萬 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 15,608 | $121.6 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,041 | $121.3 萬 | 0.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,358 | $115.3 萬 | 0.3% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 13,930 | $114.9 萬 | 0.3% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 24,314 | $114.5 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,253 | $113.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 15,909 | $110.6 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,490 | $109.2 萬 | 0.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,140 | $108.7 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,348 | $105.6 萬 | 0.3% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 10,952 | $104.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 14,599 | $104.3 萬 | 0.3% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 10,265 | $103.0 萬 | 0.3% | – | – | – |
| IAUiShares Gold Trust | ETF | 12,667 | $102.8 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,076 | $99.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,884 | $98.2 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 35,237 | $93.3 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 15,927 | $92.2 萬 | 0.2% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 2,444 | $83.8 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R440 | STATE STRET SPDR | 28,210 | $80.5 萬 | 0.2% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 8,055 | $80.5 萬 | 0.2% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 8,326 | $80.1 萬 | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 18,352 | $75.0 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,998 | $72.1 萬 | 0.2% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 17,900 | $71.8 萬 | 0.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 7,475 | $71.2 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 800 | $69.0 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,027 | $67.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,557 | $67.7 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,094 | $66.9 萬 | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,207 | $66.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,976 | $66.3 萬 | 0.2% | – | – | – |
| ProShares Tr74347X302 | MSCI EMRG ETF | 7,758 | $62.6 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,163 | $60.4 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,896 | $59.9 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R515 | ST STR USD ETF | 22,834 | $58.1 萬 | 0.2% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 5,695 | $57.9 萬 | 0.1% | – | – | – |
| VYLDJPMorgan Chase & Co | FUND | 20,277 | $57.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288505 | MRGSTR SM CP ETF | 8,618 | $56.0 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,523 | $54.4 萬 | 0.1% | – | – | 歷史 |
| Managed Portfolio Ser56167R820 | KENS CR OPPO ETF | 21,714 | $54.3 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,119 | $53.6 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 8,431 | $53.3 萬 | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,614 | $51.9 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,262 | $51.7 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072109 | DIVERSIFID CRP | 10,909 | $51.5 萬 | 0.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,435 | $51.2 萬 | 0.1% | – | – | – |
| SYYSysco Corp | Stock | 6,895 | $50.8 萬 | 0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 15,096 | $48.4 萬 | 0.1% | – | – | 歷史 |