Legacy Wealth Advisors, LLC
- SEC CIK
- 0002111463
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/6 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 109
- 較 2025 年第 4 季 +23
- 總值
- $1.96 億
- 較 2025 年第 4 季 +$4,449 萬 (+29.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 467,180 | $4,703 萬 | 24.0% | +264,851+130.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 367,719 | $1,861 萬 | 9.5% | −58,431−13.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,549 | $1,727 萬 | 8.8% | +11,075+71.6% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 19 | $1,364 萬 | 7.0% | 00.0% | 不變 | 歷史 |
| AB Active ETFs Inc00039J806 | CONSERVATIVE | 162,596 | $660.7 萬 | 3.4% | −168−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,144 | $582.1 萬 | 3.0% | +590+3.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 22,483 | $570.6 萬 | 2.9% | +4,445+24.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,199 | $491.8 萬 | 2.5% | +7,633+37.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 48,129 | $441.1 萬 | 2.3% | +1,119+2.4% | 加碼 | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 77,283 | $390.1 萬 | 2.0% | +760+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,192 | $377.3 萬 | 1.9% | +2,276+28.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,184 | $337.1 萬 | 1.7% | +535+3.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,344 | $297.5 萬 | 1.5% | +1,867+22.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 80,500 | $247.0 萬 | 1.3% | +80,500 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 37,590 | $240.9 萬 | 1.2% | +19,091+103.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 31,289 | $235.0 萬 | 1.2% | +23,855+320.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,469 | $207.3 萬 | 1.1% | −1,298−27.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,558 | $206.6 萬 | 1.1% | +3,961+248.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,436 | $196.6 萬 | 1.0% | +938+37.6% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 16,903 | $186.6 萬 | 1.0% | −126−0.7% | 減碼 | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 78,207 | $185.3 萬 | 0.9% | −20,623−20.9% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 23,617 | $165.7 萬 | 0.8% | 00.0% | 不變 | – |
| SOCSable Offshore Corp. | COM SHS | 100,000 | $165.2 萬 | 0.8% | −262,273−72.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,188 | $160.6 萬 | 0.8% | +1,427+37.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,870 | $137.5 萬 | 0.7% | +991+52.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,190 | $135.9 萬 | 0.7% | +142+0.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 42,866 | $124.9 萬 | 0.6% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 6,985 | $102.8 萬 | 0.5% | −260−3.6% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 19,164 | $94.8 萬 | 0.5% | +60.0% | 加碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 33,799 | $85.1 萬 | 0.4% | +476+1.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,955 | $84.8 萬 | 0.4% | −166−5.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,823 | $83.0 萬 | 0.4% | +506+21.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,738 | $82.8 萬 | 0.4% | +621+29.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 11,889 | $81.9 萬 | 0.4% | +6,090+105.0% | 加碼 | – |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 59,089 | $81.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 15,251 | $75.3 萬 | 0.4% | +8,716+133.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,362 | $74.0 萬 | 0.4% | +1,726+65.5% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,449 | $65.9 萬 | 0.3% | +41+0.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 696 | $64.0 萬 | 0.3% | +100+16.8% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,981 | $53.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 756 | $52.7 萬 | 0.3% | 00.0% | 不變 | – |
| AB Active ETFs Inc00039J780 | EMER MKTS OP ETF | 11,897 | $52.1 萬 | 0.3% | +11,897 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,023 | $50.3 萬 | 0.3% | +616+151.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,478 | $49.9 萬 | 0.3% | +240+19.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,122 | $49.9 萬 | 0.3% | +1,105+54.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 369 | $48.7 萬 | 0.2% | +106+40.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,892 | $48.4 萬 | 0.2% | +389+11.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 830 | $47.9 萬 | 0.2% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1,605 | $43.4 萬 | 0.2% | +189+13.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,732 | $42.6 萬 | 0.2% | +4,411+102.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 4,499 | $42.3 萬 | 0.2% | +2,295+104.1% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,487 | $42.2 萬 | 0.2% | +637+74.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,998 | $41.3 萬 | 0.2% | +450+29.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 403 | $40.2 萬 | 0.2% | +403 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 456 | $39.8 萬 | 0.2% | +65+16.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,622 | $39.6 萬 | 0.2% | −180−10.0% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 7,840 | $36.8 萬 | 0.2% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 2,664 | $35.2 萬 | 0.2% | +2,664 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 238 | $35.0 萬 | 0.2% | +17+7.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,352 | $34.6 萬 | 0.2% | +241+5.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,786 | $34.5 萬 | 0.2% | +382+27.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,308 | $33.8 萬 | 0.2% | +2,308 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 3,488 | $33.5 萬 | 0.2% | +1,018+41.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 3,604 | $33.5 萬 | 0.2% | +3,604 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 6,125 | $32.4 萬 | 0.2% | +6,125 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,486 | $32.3 萬 | 0.2% | +516+53.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 939 | $32.1 萬 | 0.2% | +939 | 新進 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 4,754 | $31.9 萬 | 0.2% | −48−1.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 936 | $31.6 萬 | 0.2% | +936 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 463 | $31.6 萬 | 0.2% | +463 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 5,240 | $31.2 萬 | 0.2% | +5,240 | 新進 | – |
| HDHome Depot, Inc. | Stock | 947 | $31.1 萬 | 0.2% | +292+44.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,023 | $30.6 萬 | 0.2% | +606+17.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,443 | $29.4 萬 | 0.1% | +2,443 | 新進 | 歷史 |
| AZNAstraZeneca PLC | ADR | 1,494 | $28.9 萬 | 0.1% | +1,494 | 新進 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,250 | $28.7 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 405 | $28.7 萬 | 0.1% | +52+14.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,258 | $28.4 萬 | 0.1% | +1,258 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 1,434 | $28.4 萬 | 0.1% | −52−3.5% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,255 | $28.1 萬 | 0.1% | +4,255 | 新進 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 4,855 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 14,185 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 1,769 | $27.0 萬 | 0.1% | +1,769 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,062 | $25.7 萬 | 0.1% | +1,062 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,553 | $25.7 萬 | 0.1% | +1,553 | 新進 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 3,599 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 510 | $25.3 萬 | 0.1% | +510 | 新進 | 歷史 |
| BKSYBlackSky Technology Inc. | CL A NEW | 10,000 | $25.2 萬 | 0.1% | −21,827−68.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 529 | $24.4 萬 | 0.1% | +107+25.4% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 902 | $24.0 萬 | 0.1% | +902 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 6,312 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,651 | $23.8 萬 | 0.1% | +1,651 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 2,611 | $23.8 萬 | 0.1% | +2,611 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 1,101 | $23.5 萬 | 0.1% | +1,101 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,984 | $23.2 萬 | 0.1% | +147+5.2% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 542 | $23.1 萬 | 0.1% | +542 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 482 | $22.8 萬 | 0.1% | +482 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 1,365 | $22.5 萬 | 0.1% | +1,365 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,361 | $22.2 萬 | 0.1% | +254+12.1% | 加碼 | 歷史 |
| SUNSunoco LP | COM UT REP LP | 3,284 | $21.3 萬 | 0.1% | +3,284 | 新進 | 歷史 |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FROFrontline plc | COM | 50,453 | $110.1 萬 | 0.7% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 664 | $31.4 萬 | 0.2% | – |
| DISWalt Disney Co | Stock | 2,518 | $28.6 萬 | 0.2% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 724 | $25.9 萬 | 0.2% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,424 | $24.7 萬 | 0.2% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,744 | $23.9 萬 | 0.2% | – |
| ALLEAllegion plc | ORD SHS | 1,383 | $22.0 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,201 | $20.5 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,310 | $20.1 萬 | 0.1% | 歷史 |