Legacy Wealth Advisors, LLC
- SEC CIK
- 0002111463
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 148
- 較 2026 年第 1 季 +39
- 總值
- $2.31 億
- 較 2026 年第 1 季 +$3,507 萬 (+17.9%)
| 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 | 527,772 | $5,313 萬 | 23.0% | +60,592+13.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 313,432 | $1,585 萬 | 6.9% | −54,287−14.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,605 | $1,540 萬 | 6.7% | −5,944−22.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 19 | $1,423 萬 | 6.2% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 25,062 | $725.2 萬 | 3.1% | +2,579+11.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 35,772 | $715.8 萬 | 3.1% | +7,573+26.9% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J806 | CONSERVATIVE | 162,428 | $691.3 萬 | 3.0% | −168−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,035 | $667.4 萬 | 2.9% | −109−0.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 21,371 | $509.4 萬 | 2.2% | +5,187+32.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,172 | $506.5 萬 | 2.2% | +3,828+37.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,208 | $492.7 萬 | 2.1% | +3,016+29.6% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 43,999 | $403.2 萬 | 1.7% | −4,130−8.6% | 減碼 | – |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 133,481 | $336.6 萬 | 1.5% | +99,682+294.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 38,344 | $321.1 萬 | 1.4% | +7,055+22.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 37,590 | $267.8 萬 | 1.2% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 80,500 | $255.3 萬 | 1.1% | 00.0% | 不變 | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 13,790 | $235.6 萬 | 1.0% | +13,790 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,093 | $230.2 萬 | 1.0% | +905+17.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,369 | $225.8 萬 | 1.0% | −189−3.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,534 | $199.1 萬 | 0.9% | +98+2.9% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 79,982 | $189.6 萬 | 0.8% | +1,775+2.3% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 17,054 | $188.2 萬 | 0.8% | +151+0.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,697 | $185.2 萬 | 0.8% | −772−22.3% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 23,617 | $179.0 萬 | 0.8% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 1,360 | $157.0 萬 | 0.7% | +424+45.3% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 42,866 | $145.1 萬 | 0.6% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 4,038 | $142.7 萬 | 0.6% | +1,083+36.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,578 | $129.0 萬 | 0.6% | −292−10.2% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,348 | $118.7 萬 | 0.5% | +158+0.7% | 加碼 | – |
| AB Active ETFs Inc00039J780 | EMER MKTS OP ETF | 21,533 | $112.5 萬 | 0.5% | +9,636+81.0% | 加碼 | – |
| VVisa Inc. | Stock | 3,169 | $108.7 萬 | 0.5% | +431+15.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,828 | $106.2 萬 | 0.5% | +1,828 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,195 | $104.6 萬 | 0.5% | +372+13.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 844 | $101.2 萬 | 0.4% | +148+21.3% | 加碼 | 歷史 |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 19,687 | $99.1 萬 | 0.4% | −57,596−74.5% | 減碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 19,170 | $94.1 萬 | 0.4% | +60.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 11,889 | $89.5 萬 | 0.4% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 432 | $85.9 萬 | 0.4% | +63+17.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,061 | $85.7 萬 | 0.4% | +456+28.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,178 | $85.2 萬 | 0.4% | +239+25.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,996 | $82.0 萬 | 0.4% | +1,634+37.5% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 15,251 | $81.8 萬 | 0.4% | 00.0% | 不變 | – |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 59,089 | $79.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,030 | $75.8 萬 | 0.3% | +200+24.1% | 加碼 | – |
| INTCIntel Corp | Stock | 5,388 | $75.2 萬 | 0.3% | +5,388 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 2,443 | $73.7 萬 | 0.3% | +63+2.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 6,048 | $72.3 萬 | 0.3% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,513 | $72.3 萬 | 0.3% | +35+2.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,536 | $71.4 萬 | 0.3% | +3,804+43.6% | 加碼 | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 200,350 | $61.7 萬 | 0.3% | +100,350+100.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,871 | $61.2 萬 | 0.3% | −578−13.0% | 減碼 | – |
| WMTWalmart Inc. | Stock | 5,381 | $60.9 萬 | 0.3% | +1,489+38.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,133 | $60.3 萬 | 0.3% | +2,149+72.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,173 | $60.2 萬 | 0.3% | +751+178.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,339 | $59.4 萬 | 0.3% | +717+44.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 505 | $59.3 萬 | 0.3% | +49+10.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,529 | $57.1 萬 | 0.2% | +42+2.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,619 | $55.2 萬 | 0.2% | +1,619 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 467 | $49.7 萬 | 0.2% | +62+15.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,848 | $49.4 萬 | 0.2% | +1,405+57.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,238 | $48.9 萬 | 0.2% | +804+56.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 521 | $48.7 萬 | 0.2% | +118+29.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,930 | $47.5 萬 | 0.2% | +4,930 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 1,068 | $46.3 萬 | 0.2% | −33−3.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,819 | $45.8 萬 | 0.2% | +333+22.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,621 | $45.7 萬 | 0.2% | +1,598+39.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 4,499 | $44.7 萬 | 0.2% | 00.0% | 不變 | – |
| AB Active ETFs Inc00039J509 | DISRUPTORS ETF | 2,988 | $44.3 萬 | 0.2% | +2,988 | 新進 | – |
| RTXRTX Corp | Stock | 2,286 | $43.4 萬 | 0.2% | +500+28.0% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 4,803 | $41.8 萬 | 0.2% | +49+1.0% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 7,840 | $40.6 萬 | 0.2% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 780 | $40.5 萬 | 0.2% | +270+52.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,142 | $40.3 萬 | 0.2% | +195+20.6% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,106 | $38.7 萬 | 0.2% | −875−29.4% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,180 | $37.1 萬 | 0.2% | +872+37.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,474 | $37.0 萬 | 0.2% | +122+2.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,988 | $36.0 萬 | 0.2% | +435+28.0% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 464 | $35.4 萬 | 0.2% | +464 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 1,178 | $35.1 萬 | 0.2% | +1,178 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 1,983 | $35.0 萬 | 0.2% | +1,983 | 新進 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,250 | $34.3 萬 | 0.1% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 1,145 | $34.1 萬 | 0.1% | +1,145 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,509 | $34.0 萬 | 0.1% | −155−5.8% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 1,259 | $33.8 萬 | 0.1% | +357+39.6% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 695 | $33.6 萬 | 0.1% | +695 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 1,606 | $33.6 萬 | 0.1% | +241+17.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,008 | $33.3 萬 | 0.1% | +10+0.5% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 341 | $32.9 萬 | 0.1% | +341 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,520 | $32.5 萬 | 0.1% | +265+6.2% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 1,070 | $32.3 萬 | 0.1% | +168+18.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 757 | $32.3 萬 | 0.1% | +757 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 2,043 | $32.0 萬 | 0.1% | +274+15.5% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,457 | $31.9 萬 | 0.1% | +1,002+68.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,169 | $31.8 萬 | 0.1% | +518+31.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,143 | $31.4 萬 | 0.1% | −4,842−69.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 5,240 | $31.4 萬 | 0.1% | 00.0% | 不變 | – |
| TDYTeledyne Technologies Inc | COM | 467 | $31.1 萬 | 0.1% | +467 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 135 | $30.7 萬 | 0.1% | +135 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 817 | $30.7 萬 | 0.1% | +817 | 新進 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 2,995 | $30.5 萬 | 0.1% | +2,995 | 新進 | 歷史 |
2026 年第 1 季之後清倉（7 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 |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 3,488 | $33.5 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 6,125 | $32.4 萬 | 0.2% | 歷史 |
| HONHoneywell International Inc | COM | 1,258 | $28.4 萬 | 0.1% | 歷史 |
| BKSYBlackSky Technology Inc. | CL A NEW | 10,000 | $25.2 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 529 | $24.4 萬 | 0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 482 | $22.8 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,138 | $21.2 萬 | 0.1% | 歷史 |