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 |
|---|---|---|---|---|---|---|---|
| TNYATenaya Therapeutics, Inc. | COM | 14,084 | $1.00 萬 | <0.1% | – | – | 歷史 |
| TALKTalkspace, Inc. | COM | 15,527 | $5.64 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 12,398 | $16.3 萬 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 348 | $20.2 萬 | 0.1% | – | – | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 2,565 | $20.2 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 307 | $20.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 1,916 | $20.4 萬 | 0.1% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,720 | $20.5 萬 | 0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,059 | $20.5 萬 | 0.1% | – | – | – |
| OTISOtis Worldwide Corp | Stock | 2,359 | $20.6 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 438 | $21.2 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,479 | $21.2 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 3,997 | $21.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,023 | $22.0 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,002 | $22.0 萬 | 0.1% | – | – | – |
| COFCapital One Financial Corp | Stock | 929 | $22.5 萬 | 0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 1,480 | $22.7 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 4,168 | $22.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,746 | $23.0 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 3,380 | $23.6 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,891 | $23.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 1,855 | $23.9 萬 | 0.1% | – | – | – |
| KLACKLA Corp | COM NEW | 197 | $23.9 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,252 | $24.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,540 | $24.5 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 3,305 | $25.5 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,254 | $26.1 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 3,485 | $26.4 萬 | 0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,324 | $26.4 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 2,357 | $27.6 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 3,936 | $27.7 萬 | 0.1% | – | – | – |
| LRCXLam Research Corp | Stock | 1,628 | $27.9 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,761 | $29.0 萬 | 0.1% | – | – | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 15,253 | $29.1 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 11,751 | $29.2 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 14,031 | $30.0 萬 | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 982 | $30.0 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,741 | $30.5 萬 | 0.1% | – | – | 歷史 |
| XYLXylem Inc. | COM | 2,254 | $30.7 萬 | 0.1% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 12,325 | $31.6 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,475 | $31.6 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 920 | $31.7 萬 | 0.1% | – | – | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 20,154 | $32.0 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,051 | $33.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W759 | BULLETSHARES | 15,950 | $33.2 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,142 | $33.5 萬 | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 5,847 | $33.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 3,122 | $33.8 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 20,419 | $34.1 萬 | 0.1% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 6,951 | $34.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,947 | $34.5 萬 | 0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,456 | $34.6 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 17,572 | $34.7 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 17,764 | $34.8 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 20,558 | $34.8 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 16,909 | $34.8 萬 | 0.1% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 6,602 | $34.8 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 16,264 | $34.9 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 16,749 | $35.0 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 18,599 | $35.0 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 16,712 | $35.1 萬 | 0.1% | – | – | – |
| AONAon plc | CL A | 1,037 | $36.6 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,194 | $36.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,980 | $37.6 萬 | 0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,521 | $38.1 萬 | 0.1% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 3,966 | $38.6 萬 | 0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 12,471 | $38.6 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 700 | $40.0 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,487 | $44.0 萬 | 0.1% | – | – | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 11,540 | $44.5 萬 | 0.1% | – | – | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 13,552 | $45.1 萬 | 0.1% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 9,060 | $45.3 萬 | 0.1% | – | – | – |
| VVisa Inc. | Stock | 1,321 | $46.3 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,069 | $46.8 萬 | 0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 2,496 | $46.9 萬 | 0.1% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 3,590 | $47.6 萬 | 0.1% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 11,641 | $48.0 萬 | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 15,096 | $48.4 萬 | 0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 6,895 | $50.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,435 | $51.2 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072109 | DIVERSIFID CRP | 10,909 | $51.5 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,262 | $51.7 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,614 | $51.9 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 8,431 | $53.3 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,119 | $53.6 萬 | 0.1% | – | – | – |
| Managed Portfolio Ser56167R820 | KENS CR OPPO ETF | 21,714 | $54.3 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,523 | $54.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288505 | MRGSTR SM CP ETF | 8,618 | $56.0 萬 | 0.1% | – | – | – |
| VYLDJPMorgan Chase & Co | FUND | 20,277 | $57.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 5,695 | $57.9 萬 | 0.1% | – | – | – |
| SPDR Series Trust78468R515 | ST STR USD ETF | 22,834 | $58.1 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,896 | $59.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,163 | $60.4 萬 | 0.2% | – | – | – |
| ProShares Tr74347X302 | MSCI EMRG ETF | 7,758 | $62.6 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,976 | $66.3 萬 | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,207 | $66.5 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,094 | $66.9 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,557 | $67.7 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,027 | $67.8 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 800 | $69.0 萬 | 0.2% | – | – | 歷史 |