Legacy Edge Advisors, LLC
- SEC CIK
- 0002105396
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2026/8/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 198
- 較 2025 年第 1 季 +17
- 總值
- $7.49 億
- 較 2025 年第 1 季 +$1.08 億 (+16.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,043,633 | $8,654 萬 | 11.6% | −8,913−0.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 843,737 | $7,044 萬 | 9.4% | +85,974+11.3% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 201,390 | $3,912 萬 | 5.2% | +27,732+16.0% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 275,347 | $2,532 萬 | 3.4% | +239,124+660.1% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 392,677 | $2,479 萬 | 3.3% | +65,964+20.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 57,856 | $2,456 萬 | 3.3% | −1,004−1.7% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 215,990 | $2,257 萬 | 3.0% | +200,828+1,324.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 50,263 | $2,204 萬 | 2.9% | +4,071+8.8% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 187,405 | $1,993 萬 | 2.7% | +10,171+5.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 106,746 | $1,952 萬 | 2.6% | +4,769+4.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 105,700 | $1,868 萬 | 2.5% | +10,497+11.0% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 941,342 | $1,788 萬 | 2.4% | +42,004+4.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 656,271 | $1,739 萬 | 2.3% | +58,605+9.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 391,940 | $1,670 萬 | 2.2% | +76,039+24.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 32,567 | $1,620 萬 | 2.2% | −315−1.0% | 減碼 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 91,832 | $1,307 萬 | 1.7% | −8,718−8.7% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 235,016 | $1,225 萬 | 1.6% | +228,439+3,473.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 214,456 | $1,219 萬 | 1.6% | +34,231+19.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 159,155 | $1,203 萬 | 1.6% | −322−0.2% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 47,513 | $1,134 萬 | 1.5% | +1,879+4.1% | 加碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 81,085 | $1,127 萬 | 1.5% | +2,007+2.5% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 100,577 | $1,101 萬 | 1.5% | +3,931+4.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 76,497 | $1,061 萬 | 1.4% | −77,666−50.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,183 | $999.9 萬 | 1.3% | −155−0.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 15,746 | $977.7 萬 | 1.3% | −8,069−33.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 37,642 | $772.3 萬 | 1.0% | +2,051+5.8% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 157,278 | $771.1 萬 | 1.0% | −312,027−66.5% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 58,243 | $769.6 萬 | 1.0% | −82,676−58.7% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 220,717 | $680.5 萬 | 0.9% | −29,871−11.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 32,743 | $517.3 萬 | 0.7% | +727+2.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,391 | $514.6 萬 | 0.7% | −391−2.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 122,669 | $503.8 萬 | 0.7% | +122,669 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,687 | $436.7 萬 | 0.6% | −514−6.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 18,790 | $412.2 萬 | 0.6% | +1,065+6.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 33,845 | $369.6 萬 | 0.5% | +58+0.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 55,881 | $335.5 萬 | 0.4% | −1,660−2.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 49,387 | $281.6 萬 | 0.4% | +2,618+5.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 13,036 | $281.3 萬 | 0.4% | −7,673−37.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,918 | $280.5 萬 | 0.4% | +116+0.7% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 119,398 | $277.4 萬 | 0.4% | −1,616−1.3% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 30,484 | $272.0 萬 | 0.4% | +629+2.1% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 62,701 | $262.8 萬 | 0.4% | +4,130+7.1% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 27,759 | $260.6 萬 | 0.3% | +19,589+239.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,547 | $247.8 萬 | 0.3% | +276+3.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,868 | $244.4 萬 | 0.3% | +379+4.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,902 | $238.1 萬 | 0.3% | +227+4.9% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,088 | $231.2 萬 | 0.3% | −1,283−13.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,635 | $228.3 萬 | 0.3% | −63−0.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 21,954 | $217.8 萬 | 0.3% | +13,628+163.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 43,646 | $216.1 萬 | 0.3% | +43,646 | 新進 | – |
| AXPAmerican Express Co | Stock | 6,292 | $200.7 萬 | 0.3% | −51−0.8% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 21,056 | $197.8 萬 | 0.3% | +853+4.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 39,626 | $196.0 萬 | 0.3% | −3,211−7.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,899 | $188.0 萬 | 0.3% | +14+0.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 37,734 | $174.8 萬 | 0.2% | +6,628+21.3% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 5,065 | $172.0 萬 | 0.2% | −55−1.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,052 | $168.4 萬 | 0.2% | +419+15.9% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 36,304 | $167.8 萬 | 0.2% | +841+2.4% | 加碼 | – |
| MAMastercard Inc | Stock | 2,890 | $162.4 萬 | 0.2% | +11+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,272 | $160.2 萬 | 0.2% | −366−6.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 17,719 | $151.0 萬 | 0.2% | +4,416+33.2% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,537 | $150.5 萬 | 0.2% | −832−8.0% | 減碼 | – |
| VVisa Inc. | Stock | 4,232 | $150.3 萬 | 0.2% | +328+8.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,181 | $147.3 萬 | 0.2% | −678−11.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 19,756 | $143.6 萬 | 0.2% | +5,111+34.9% | 加碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 12,424 | $139.6 萬 | 0.2% | −637−4.9% | 減碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 5,455 | $134.5 萬 | 0.2% | −893−14.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,816 | $134.0 萬 | 0.2% | +138+8.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 32,190 | $130.3 萬 | 0.2% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 941 | $126.0 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,542 | $125.8 萬 | 0.2% | +1,231+37.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,871 | $123.3 萬 | 0.2% | −188−3.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 38,004 | $120.9 萬 | 0.2% | −1,505−3.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,120 | $120.2 萬 | 0.2% | +11,824+358.7% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 11,858 | $119.4 萬 | 0.2% | +561+5.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,103 | $119.0 萬 | 0.2% | +1,884+44.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 6,696 | $118.8 萬 | 0.2% | +442+7.1% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 22,063 | $116.6 萬 | 0.2% | +1,189+5.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,146 | $115.4 萬 | 0.2% | +54+1.7% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 27,927 | $109.4 萬 | 0.1% | +1,167+4.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,715 | $106.1 萬 | 0.1% | +118+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,296 | $103.5 萬 | 0.1% | −692−9.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 6,569 | $100.3 萬 | 0.1% | +74+1.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 18,754 | $98.2 萬 | 0.1% | −301−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 29,523 | $94.8 萬 | 0.1% | +2,384+8.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 9,795 | $93.4 萬 | 0.1% | −3,601−26.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 15,276 | $89.8 萬 | 0.1% | −23−0.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,314 | $87.2 萬 | 0.1% | −91−6.5% | 減碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 6,686 | $84.7 萬 | 0.1% | +176+2.7% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 33,335 | $83.9 萬 | 0.1% | −2,815−7.8% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 20,173 | $83.9 萬 | 0.1% | +1,398+7.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 26,656 | $77.9 萬 | 0.1% | +8,490+46.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 14,987 | $73.8 萬 | 0.1% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 18,063 | $73.6 萬 | 0.1% | +3,324+22.6% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,646 | $73.2 萬 | 0.1% | +269+4.2% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 4,500 | $71.7 萬 | 0.1% | +100+2.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 903 | $70.4 萬 | 0.1% | +14+1.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,716 | $69.6 萬 | 0.1% | +66+4.0% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,723 | $68.2 萬 | 0.1% | +7,723 | 新進 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 26,822 | $65.4 萬 | 0.1% | +26,822 | 新進 | – |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TPLTexas Pacific Land Corp | Stock | 1,491 | $197.6 萬 | 0.3% | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 16,100 | $59.3 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,395 | $58.8 萬 | 0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,014 | $29.4 萬 | <0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 5,200 | $29.3 萬 | <0.1% | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 3,059 | $25.1 萬 | <0.1% | – |
| MRKMerck & Co., Inc. | Stock | 2,701 | $24.2 萬 | <0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,993 | $20.9 萬 | <0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 657 | $20.5 萬 | <0.1% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,717 | $20.4 萬 | <0.1% | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 10,376 | $18.3 萬 | <0.1% | – |