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Legacy Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Legacy Advisors, LLC

报告期 2026-03-31 · CIK 0001720969

持仓数

279

前50大市值合计

$695.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

QLTY GMO ETF TRUST

GMO US QUALITY E

$127.9M

3,529,734

18.4%

IJR ISHARES TR

CORE S&P SCP ETF

$37.8M

304,002

5.4%

IVV ISHARES TR

CORE S&P500 ETF

$37.1M

56,722

5.3%

IWB ISHARES TR

RUS 1000 ETF

$31.8M

89,267

4.6%

AAPL APPLE INC

COM

$31.0M

121,995

4.5%

MTZ MASTEC INC

COM

$30.2M

93,953

4.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$30.1M

50,360

4.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$26.0M

39,924

3.7%

GQGU ADVISORS INNER CIRCLE FD III

GQG US EQUITY ET

$25.8M

958,094

3.7%

IWR ISHARES TR

RUS MID CAP ETF

$20.6M

212,098

3.0%

META META PLATFORMS INC

CL A

$16.7M

29,156

2.4%

GOOGL ALPHABET INC

CAP STK CL A

$16.3M

56,777

2.3%

VERX VERTEX INC

CL A

$16.0M

1,343,779

2.3%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$13.6M

102,678

2.0%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$13.2M

41,256

1.9%

AMZN AMAZON COM INC

COM

$12.9M

61,840

1.9%

MSFT MICROSOFT CORP

COM

$12.0M

32,547

1.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$11.2M

23,291

1.6%

NVDA NVIDIA CORPORATION

COM

$10.0M

57,100

1.4%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$9.8M

15,932

1.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$9.7M

16,852

1.4%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$9.3M

238,363

1.3%

AMTM AMENTUM HOLDINGS INC

COM

$9.1M

9,064,278

1.3%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$8.9M

115,171

1.3%

OEF ISHARES TR

S&P 100 ETF

$8.7M

27,418

1.3%

JNJ JOHNSON & JOHNSON

COM

$8.6M

35,333

1.2%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$8.2M

86,778

1.2%

GOOG ALPHABET INC

CAP STK CL C

$7.7M

29,336

1.1%

UBER UBER TECHNOLOGIES INC

COM

$7.2M

100,023

1.0%

IWF ISHARES TR

RUS 1000 GRW ETF

$6.8M

16,011

1.0%

BSY BENTLEY SYS INC

COM CL B

$6.8M

194,325

1.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$6.4M

207,532

0.9%

FULT FULTON FINL CORP PA

COM

$5.7M

281,104

0.8%

TSLA TESLA INC

COM

$5.3M

14,250

0.8%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$5.2M

34,875

0.7%

JPM JPMORGAN CHASE & CO

COM

$4.9M

16,777

0.7%

RBLX ROBLOX CORP

CL A

$4.9M

87,118

0.7%

EPD ENTERPRISE PRODS PARTNERS L

COM

$4.5M

118,229

0.6%

MCD MCDONALDS CORP

COM

$4.1M

13,289

0.6%

VO VANGUARD INDEX FDS

MID CAP ETF

$3.6M

12,709

0.5%

GLD SPDR GOLD TR

GOLD SHS

$3.4M

7,786

0.5%

ABBV ABBVIE INC

COM

$3.3M

15,227

0.5%

MELI MERCADOLIBRE INC

COM

$3.3M

1,883

0.5%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$3.2M

9,544

0.5%

SDY SPDR SERIES TRUST

STATE STREET SPD

$3.1M

21,570

0.5%

— EXXON MOBIL CORP

COM

$3.1M

18,389

0.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$2.6M

9,784

0.4%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$2.6M

31,241

0.4%

AVGO BROADCOM INC

COM

$2.5M

8,025

0.4%

WMB WILLIAMS COS INC

COM

$2.3M

31,652

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

QLTY18.4%IJR5.4%IVV5.3%IWB4.6%AAPL4.5%MTZ4.3%