Legacy Wealth Advisors, LLC
- SEC CIK
- 0002111463
- 最新申報
- 2026/8/14
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
- 86
- 2025 年第 3 季沒有申報
- 總值
- $1.51 億
- 2025 年第 3 季沒有申報
Legacy Wealth Advisors, 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 |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 426,150 | $2,156 萬 | 14.2% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 202,329 | $2,031 萬 | 13.4% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 19 | $1,434 萬 | 9.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,474 | $1,055 萬 | 7.0% | – | – | 歷史 |
| AB Active ETFs Inc00039J806 | CONSERVATIVE | 162,764 | $672.6 萬 | 4.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,554 | $588.5 萬 | 3.9% | – | – | – |
| AAPLApple Inc. | Stock | 18,038 | $490.4 萬 | 3.2% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 47,010 | $429.6 萬 | 2.8% | – | – | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 76,523 | $386.3 萬 | 2.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 20,566 | $383.6 萬 | 2.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,916 | $382.8 萬 | 2.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,649 | $361.2 萬 | 2.4% | – | – | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 362,273 | $326.8 萬 | 2.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,767 | $299.0 萬 | 2.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,477 | $265.3 萬 | 1.8% | – | – | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 98,830 | $260.2 萬 | 1.7% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 17,029 | $187.6 萬 | 1.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,498 | $164.9 萬 | 1.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 23,617 | $163.9 萬 | 1.1% | – | – | – |
| ORCLOracle Corp | Stock | 7,245 | $141.2 萬 | 0.9% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 42,866 | $139.8 萬 | 0.9% | – | – | – |
| AVGOBroadcom Inc. | Stock | 3,761 | $130.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,499 | $115.6 萬 | 0.8% | – | – | – |
| FROFrontline plc | COM | 50,453 | $110.1 萬 | 0.7% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,048 | $98.6 萬 | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,121 | $97.9 萬 | 0.6% | – | – | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 19,158 | $96.6 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,879 | $94.4 萬 | 0.6% | – | – | 歷史 |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 59,089 | $84.6 萬 | 0.6% | – | – | 歷史 |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 33,323 | $84.0 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,317 | $74.7 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,117 | $74.2 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,597 | $71.8 萬 | 0.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 596 | $64.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,408 | $63.3 萬 | 0.4% | – | – | – |
| BKSYBlackSky Technology Inc. | CL A NEW | 31,827 | $59.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,981 | $57.7 萬 | 0.4% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 756 | $57.0 萬 | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,434 | $54.7 萬 | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 952 | $54.3 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 830 | $51.0 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,416 | $46.7 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,503 | $39.0 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 4,111 | $38.3 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 5,799 | $38.2 萬 | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,238 | $37.6 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,802 | $37.3 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 7,840 | $36.7 萬 | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,535 | $35.8 萬 | 0.2% | – | – | – |
| PGRProgressive Corp | Stock | 1,486 | $33.8 萬 | 0.2% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,250 | $32.7 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,636 | $31.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 664 | $31.4 萬 | 0.2% | – | – | – |
| TJXTJX Companies Inc | Stock | 2,017 | $31.0 萬 | 0.2% | – | – | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 4,802 | $30.9 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,518 | $28.6 萬 | 0.2% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 263 | $28.1 萬 | 0.2% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 221 | $26.9 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 850 | $26.2 萬 | 0.2% | – | – | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 4,855 | $25.9 萬 | 0.2% | – | – | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 724 | $25.9 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 1,404 | $25.7 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 3,599 | $25.5 萬 | 0.2% | – | – | – |
| GEVGE Vernova Inc. | Stock | 391 | $25.5 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,424 | $24.7 萬 | 0.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 422 | $23.9 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,417 | $23.9 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,744 | $23.9 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 4,321 | $23.8 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,896 | $23.8 萬 | 0.2% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 3,368 | $23.6 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,548 | $23.6 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 407 | $23.6 萬 | 0.2% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 14,185 | $23.4 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,470 | $23.2 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 655 | $22.5 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 970 | $22.2 萬 | 0.1% | – | – | 歷史 |
| ALLEAllegion plc | ORD SHS | 1,383 | $22.0 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,837 | $21.9 萬 | 0.1% | – | – | 歷史 |
| ZWSZurn Elkay Water Solutions Corp | COM | 4,566 | $21.2 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,107 | $21.1 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,201 | $20.5 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 2,204 | $20.5 萬 | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,312 | $20.2 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 353 | $20.2 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,310 | $20.1 萬 | 0.1% | – | – | 歷史 |