Legacy Edge Advisors, LLC
- SEC CIK
- 0002105396
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 239
- 較 2026 年第 1 季 +16
- 總值
- $10.9 億
- 較 2026 年第 1 季 +$1.37 億 (+14.4%)
| 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 | 1,372,355 | $1.13 億 | 10.4% | +11,567+0.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,026,913 | $9,918 萬 | 9.1% | +20,189+2.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 207,147 | $5,022 萬 | 4.6% | −14,616−6.6% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 445,806 | $4,561 萬 | 4.2% | −51,274−10.3% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 381,311 | $4,207 萬 | 3.9% | +12,064+3.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 281,933 | $3,034 萬 | 2.8% | +20,667+7.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 241,524 | $2,999 萬 | 2.8% | +1,696+0.7% | 加碼依 4 比 1 拆股換算 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 637,747 | $2,937 萬 | 2.7% | +193,352+43.5% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 38,947 | $2,496 萬 | 2.3% | −7,467−16.1% | 減碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 1,261,093 | $2,433 萬 | 2.2% | +46,778+3.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 278,734 | $2,401 萬 | 2.2% | −2,408−0.9% | 減碼依 6 比 1 拆股換算 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 100,803 | $2,212 萬 | 2.0% | −440.0% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 199,011 | $2,119 萬 | 1.9% | +3,057+1.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 632,796 | $2,007 萬 | 1.8% | +5,284+0.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 90,983 | $1,983 萬 | 1.8% | −2,147−2.3% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 366,334 | $1,975 萬 | 1.8% | +15,563+4.4% | 加碼 | – |
| iShares Tr464287754 | US INDUSTRIALS | 113,634 | $1,894 萬 | 1.7% | +3,328+3.0% | 加碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 94,818 | $1,818 萬 | 1.7% | −971−1.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 197,558 | $1,775 萬 | 1.6% | −9,479−4.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 305,454 | $1,762 萬 | 1.6% | +2,454+0.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 188,507 | $1,490 萬 | 1.4% | +90,322+92.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 262,507 | $1,483 萬 | 1.4% | +19,080+7.8% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 110,273 | $1,376 萬 | 1.3% | +5,279+5.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 34,028 | $1,269 萬 | 1.2% | −36−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 43,351 | $1,254 萬 | 1.2% | +3,428+8.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,685 | $1,246 萬 | 1.1% | +286+1.7% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 235,085 | $1,189 萬 | 1.1% | −11,607−4.7% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 77,597 | $1,136 萬 | 1.0% | −603−0.8% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q732 | U S TEC LEA ETF | 99,779 | $1,113 萬 | 1.0% | +25,295+34.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,840 | $1,111 萬 | 1.0% | +541+3.8% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 55,797 | $918.4 萬 | 0.8% | −601−1.1% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 109,029 | $905.7 萬 | 0.8% | +4,433+4.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 98,715 | $817.8 萬 | 0.8% | +25,148+34.2% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 254,331 | $784.6 萬 | 0.7% | −1,073−0.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 165,940 | $737.3 萬 | 0.7% | +14,499+9.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 56,595 | $723.3 萬 | 0.7% | −912−1.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 33,910 | $678.5 萬 | 0.6% | −804−2.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,111 | $647.2 萬 | 0.6% | +2,019+12.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 73,508 | $592.3 萬 | 0.5% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 119,228 | $562.1 萬 | 0.5% | +17,160+16.8% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 235,522 | $545.3 萬 | 0.5% | +16,665+7.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 39,600 | $533.5 萬 | 0.5% | +2,396+6.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,694 | $528.4 萬 | 0.5% | −77−1.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 18,840 | $449.0 萬 | 0.4% | −135−0.7% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 42,628 | $438.3 萬 | 0.4% | +415+1.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 50,326 | $415.1 萬 | 0.4% | +4,418+9.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 13,498 | $405.5 萬 | 0.4% | +260+2.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 80,818 | $379.4 萬 | 0.3% | +30,120+59.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 52,716 | $375.6 萬 | 0.3% | −130−0.2% | 減碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 68,930 | $344.6 萬 | 0.3% | −2,511−3.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 9,492 | $335.4 萬 | 0.3% | +2,760+41.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 35,758 | $326.1 萬 | 0.3% | +2,859+8.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 8,533 | $322.3 萬 | 0.3% | −151−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,056 | $304.8 萬 | 0.3% | +117+1.2% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,700 | $303.4 萬 | 0.3% | +86+1.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,830 | $289.0 萬 | 0.3% | −63−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,598 | $280.1 萬 | 0.3% | +280+5.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,443 | $275.4 萬 | 0.3% | +1,623+27.9% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,505 | $263.4 萬 | 0.2% | −1,363−5.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,567 | $262.7 萬 | 0.2% | +529+17.4% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 25,735 | $253.7 萬 | 0.2% | −187−0.7% | 減碼 | – |
| LRCXLam Research Corp | Stock | 5,593 | $242.4 萬 | 0.2% | −105−1.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,472 | $237.6 萬 | 0.2% | −797−6.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,414 | $225.9 萬 | 0.2% | +407+20.3% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 37,524 | $224.0 萬 | 0.2% | −157−0.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 22,260 | $220.3 萬 | 0.2% | −290−1.3% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,783 | $216.4 萬 | 0.2% | −81−0.8% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 45,923 | $211.9 萬 | 0.2% | +8,850+23.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 41,252 | $209.0 萬 | 0.2% | +7,674+22.9% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 37,375 | $204.4 萬 | 0.2% | −1,575−4.0% | 減碼 | – |
| AXPAmerican Express Co | Stock | 5,791 | $195.9 萬 | 0.2% | −64−1.1% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 4,763 | $195.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 11,624 | $190.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 17,452 | $185.5 萬 | 0.2% | −359−2.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 20,352 | $178.9 萬 | 0.2% | +23+0.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 47,050 | $171.9 萬 | 0.2% | −685−1.4% | 減碼 | – |
| VVisa Inc. | Stock | 4,913 | $168.6 萬 | 0.2% | +696+16.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 32,096 | $161.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,925 | $156.6 萬 | 0.1% | −110−1.4% | 減碼 | – |
| First Tr Exchange-Traded FD33733E690 | VEST LADDERED | 73,495 | $152.8 萬 | 0.1% | +73,495 | 新進 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 4,960 | $151.9 萬 | 0.1% | −215−4.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,944 | $151.0 萬 | 0.1% | −125−2.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 22,068 | $149.1 萬 | 0.1% | +2,462+12.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 24,267 | $147.5 萬 | 0.1% | +384+1.6% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 27,279 | $142.8 萬 | 0.1% | −3,460−11.3% | 減碼 | – |
| MAMastercard Inc | Stock | 2,705 | $138.9 萬 | 0.1% | −118−4.2% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 11,371 | $135.9 萬 | 0.1% | +155+1.4% | 加碼依 8 比 1 拆股換算 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 4,670 | $135.7 萬 | 0.1% | −430−8.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 5,386 | $135.5 萬 | 0.1% | −6−0.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,404 | $135.4 萬 | 0.1% | +64+2.7% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 25,833 | $134.6 萬 | 0.1% | +475+1.9% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 53,355 | $133.3 萬 | 0.1% | +5,528+11.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,612 | $132.1 萬 | 0.1% | −200−5.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,988 | $121.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 7,792 | $120.2 萬 | 0.1% | −212−2.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 10,074 | $119.9 萬 | 0.1% | −358−3.4% | 減碼 | – |
| MSMorgan Stanley | Stock | 5,664 | $118.4 萬 | 0.1% | +2,600+84.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 34,201 | $116.7 萬 | 0.1% | −3,437−9.1% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 21,874 | $113.3 萬 | 0.1% | +125+0.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 921 | $110.5 萬 | 0.1% | +27+3.0% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（10 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 2,370 | $53.6 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 13,024 | $52.5 萬 | 0.1% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 8,984 | $43.0 萬 | <0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 388 | $26.5 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,355 | $25.3 萬 | <0.1% | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 6,271 | $22.7 萬 | <0.1% | – |
| ZTSZoetis Inc. | Stock | 1,885 | $22.3 萬 | <0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 3,212 | $21.9 萬 | <0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 1,256 | $20.1 萬 | <0.1% | 歷史 |
| NGNovagold Resources Inc | COM NEW | 11,500 | $10.3 萬 | <0.1% | 歷史 |