Legacy Bridge, LLC
- SEC CIK
- 0001689144
2026 年第 2 季 持倉
持倉截至 2026/6/30,申報日 2026/8/13。SEC
- 持股檔數
- 322
- 較 2026 年第 1 季 +2
- 總值
- $3.24 億
- 較 2026 年第 1 季 +$6,156.7 萬 (+23.5%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| GEVGE VERNOVA INC COM | Stock | 11,289 | $1,326.3 萬 | 4.10% | −361−3.1% | 減碼 | 查看 |
| STRLSTERLING INFRASTRUCTURE INC | COM | 14,700 | $1,233.86 萬 | 3.81% | −4,517−23.5% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 58,994 | $1,180.41 萬 | 3.65% | −6,241−9.6% | 減碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 7,679 | $817.74 萬 | 2.53% | +10+0.1% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 20,418 | $771.29 萬 | 2.38% | −2,124−9.4% | 減碼 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 6,433 | $742.55 萬 | 2.29% | −109−1.7% | 減碼 | 查看 |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 60,435 | $705.1 萬 | 2.18% | −85−0.1% | 減碼 | 查看 |
| ANETARISTA NETWORKS INC COM SHS | Stock | 39,572 | $672.25 萬 | 2.08% | +185+0.5% | 加碼 | 查看 |
| VRTVERTIV HOLDINGS CO | COM CL A | 20,066 | $671.85 萬 | 2.08% | +132+0.7% | 加碼 | 查看 |
| CLSCELESTICA INC COM | Stock | 17,676 | $644.82 萬 | 1.99% | −207−1.2% | 減碼 | 查看 |
| WTBAWEST BANCORPORATION INC | CAP STK | 225,579 | $598.46 萬 | 1.85% | −20,222−8.2% | 減碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 11,697 | $558.61 萬 | 1.73% | +6+0.1% | 加碼 | 查看 |
| NBISNEBIUS GROUP N.V. SHS CLASS A | Stock | 19,328 | $533.78 萬 | 1.65% | +520+2.8% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 9,160 | $532.11 萬 | 1.64% | +182+2.0% | 加碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 3,978 | $477.13 萬 | 1.47% | +2+0.1% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 18,992 | $452.66 萬 | 1.40% | +86+0.5% | 加碼 | 查看 |
| WMTWALMART INC COM | Stock | 38,731 | $438.67 萬 | 1.35% | +160+0.4% | 加碼 | 查看 |
| ETNEATON CORP PLC SHS | Stock | 10,179 | $433.75 萬 | 1.34% | +156+1.6% | 加碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 2,126 | $422.96 萬 | 1.31% | +15+0.7% | 加碼 | 查看 |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 15,030 | $408.74 萬 | 1.26% | +95+0.6% | 加碼 | 查看 |
| PANWPALO ALTO NETWORKS INC COM | Stock | 11,236 | $383.17 萬 | 1.18% | 00.0% | 不變 | 查看 |
| WDCWESTERN DIGITAL CORP | COM | 5,926 | $378.51 萬 | 1.17% | +136+2.3% | 加碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 7,557 | $378.14 萬 | 1.17% | −410−5.1% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 10,695 | $377.89 萬 | 1.17% | +45+0.4% | 加碼 | 查看 |
| JCIJOHNSON CTLS INTL PLC SHS | Stock | 23,379 | $341.59 萬 | 1.06% | +340+1.5% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 9,117 | $340.08 萬 | 1.05% | −7−0.1% | 減碼 | 查看 |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 4,393 | $328.99 萬 | 1.02% | 00.0% | 不變 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 9,712 | $317.9 萬 | 0.98% | 00.0% | 不變 | 查看 |
| PHPARKER-HANNIFIN CORP COM | Stock | 3,207 | $313.68 萬 | 0.97% | 00.0% | 不變 | 查看 |
| HPEHEWLETT PACKARD ENTERPRISE C | COM | 69,355 | $312.86 萬 | 0.97% | +1,550+2.3% | 加碼 | 查看 |
| ISHARES RUSSELL 2000 GROWTH ETF464287648 | ETF | 7,755 | $305.52 萬 | 0.94% | +252+3.4% | 加碼 | – |
| TERTERADYNE INC COM | Stock | 6,300 | $304.82 萬 | 0.94% | +6,300 | 新進 | 查看 |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 34,421 | $285.15 萬 | 0.88% | +445+1.3% | 加碼 | – |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 2,952 | $284.87 萬 | 0.88% | +2,952 | 新進 | 查看 |
| PWRQUANTA SVCS INC | COM | 3,895 | $280.46 萬 | 0.87% | +229+6.2% | 加碼 | 查看 |
| BNYBANK OF NY MELLON CORP COM | Stock | 18,908 | $273.43 萬 | 0.84% | +57+0.3% | 加碼 | 查看 |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 9,076 | $272.69 萬 | 0.84% | 00.0% | 不變 | – |
| AAPLAPPLE INC COM | Stock | 9,354 | $270.67 萬 | 0.84% | 00.0% | 不變 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 36,195 | $257.89 萬 | 0.80% | +399+1.1% | 加碼 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 2,751 | $257.35 萬 | 0.79% | +26+1.0% | 加碼 | 查看 |
| DEDEERE & CO COM | Stock | 4,046 | $256.65 萬 | 0.79% | −20−0.5% | 減碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 9,302 | $242.26 萬 | 0.75% | 00.0% | 不變 | 查看 |
| WSMWILLIAMS SONOMA INC | COM | 10,271 | $239.42 萬 | 0.74% | 00.0% | 不變 | 查看 |
| PRINCIPAL EXCHANGE TRADED FD74255Y888 | SPECTRUM PFD | 122,830 | $234.11 萬 | 0.72% | −715−0.6% | 減碼 | – |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 25,534 | $218.29 萬 | 0.67% | +150+0.6% | 加碼 | – |
| OKLOOKLO INC | COM CL A | 40,705 | $213.01 萬 | 0.66% | +160+0.4% | 加碼 | 查看 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 21,933 | $209.33 萬 | 0.65% | 00.0% | 不變 | – |
| ISHARES RUSSELL MIDCAP ETF464287499 | ETF | 18,854 | $208 萬 | 0.64% | 00.0% | 不變 | – |
| ISHARES TR464287630 | RUS 2000 VAL ETF | 9,285 | $205.38 萬 | 0.63% | −50−0.5% | 減碼 | – |
| HDHOME DEPOT INC COM | Stock | 5,717 | $201.63 萬 | 0.62% | +12+0.2% | 加碼 | 查看 |
| ESEESCO TECHNOLOGIES INC | COM | 5,688 | $199.1 萬 | 0.61% | 00.0% | 不變 | 查看 |
| FCXFREEPORT MCMORAN INC CL B | Stock | 31,132 | $195.79 萬 | 0.60% | −230−0.7% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 14,237 | $194.65 萬 | 0.60% | +402+2.9% | 加碼 | 查看 |
| AXONAXON ENTERPRISE INC | COM | 3,458 | $193.86 萬 | 0.60% | −240−6.5% | 減碼 | 查看 |
| LEUCENTRUS ENERGY CORP CL A | Stock | 11,441 | $192.06 萬 | 0.59% | +85+0.7% | 加碼 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 6,751 | $189.72 萬 | 0.59% | 00.0% | 不變 | 查看 |
| MSMORGAN STANLEY COM NEW | Stock | 8,837 | $184.73 萬 | 0.57% | 00.0% | 不變 | 查看 |
| CCITIGROUP INC COM NEW | Stock | 13,064 | $182.84 萬 | 0.56% | −230−1.7% | 減碼 | 查看 |
| ISHARES RUSSELL MID-CAP VALUE ETF464287473 | ETF | 10,950 | $180.24 萬 | 0.56% | 00.0% | 不變 | – |
| EQIXEQUINIX INC | COM | 1,727 | $180.02 萬 | 0.56% | 00.0% | 不變 | 查看 |
| QCOMQUALCOMM INC COM | Stock | 9,726 | $179.73 萬 | 0.56% | 00.0% | 不變 | 查看 |
| LOWLOWES COS INC COM | Stock | 8,020 | $176.83 萬 | 0.55% | 00.0% | 不變 | 查看 |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 47,816 | $176.3 萬 | 0.54% | −30−0.1% | 減碼 | – |
| STATE STREET SPDR S&P BIOTECH ETF78464A870 | ETF | 10,933 | $173.01 萬 | 0.53% | −276−2.5% | 減碼 | – |
| FITBFIFTH THIRD BANCORP | COM | 30,205 | $170.27 萬 | 0.53% | +100+0.3% | 加碼 | 查看 |
| DLRDIGITAL RLTY TR INC | COM | 9,399 | $168.79 萬 | 0.52% | +15+0.2% | 加碼 | 查看 |
| ISHARES MSCI EAFE ETF464287465 | ETF | 15,769 | $163.81 萬 | 0.51% | +20+0.1% | 加碼 | – |
| POWLPOWELL INDS INC COM | Stock | 5,720 | $163.8 萬 | 0.51% | +5,720 | 新進 | 查看 |
| NXTNEXTPOWER INC COM | Stock | 13,490 | $160.72 萬 | 0.50% | +20+0.1% | 加碼 | 查看 |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 4,014 | $159.63 萬 | 0.49% | −143−3.4% | 減碼 | 查看 |
| NFGNATIONAL FUEL GAS CO COM | Stock | 19,292 | $148.95 萬 | 0.46% | +835+4.5% | 加碼 | 查看 |
| NDAQNASDAQ INC | COM | 18,310 | $144.32 萬 | 0.45% | +15+0.1% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 8,632 | $143.08 萬 | 0.44% | −140−1.6% | 減碼 | 查看 |
| BLKBLACKROCK INC COM | Stock | 1,481 | $142.41 萬 | 0.44% | 00.0% | 不變 | 查看 |
| RKLBROCKET LAB CORP | COM | 13,850 | $140.79 萬 | 0.43% | +13,840+138,400.0% | 加碼 | 查看 |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 23,138 | $138.11 萬 | 0.43% | +942+4.2% | 加碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 2,393 | $134.8 萬 | 0.42% | 00.0% | 不變 | 查看 |
| SNOWSNOWFLAKE INC COM SHS | Stock | 5,167 | $131.5 萬 | 0.41% | +60+1.2% | 加碼 | 查看 |
| VSTVISTRA CORP COM | Stock | 8,263 | $131.08 萬 | 0.40% | +70+0.9% | 加碼 | 查看 |
| NSITINSIGHT ENTERPRISES INC | COM | 10,415 | $126.85 萬 | 0.39% | 00.0% | 不變 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C664 | VNG RUS2000IDX | 9,862 | $119.74 萬 | 0.37% | +1,000+11.3% | 加碼 | – |
| BWXTBWX TECHNOLOGIES INC | COM | 6,031 | $117.39 萬 | 0.36% | +6,031 | 新進 | 查看 |
| CCJCAMECO CORP COM | Stock | 11,518 | $117.32 萬 | 0.36% | 00.0% | 不變 | 查看 |
| GLOBAL X FDS37950E259 | GB MSCI AR ETF | 12,565 | $114.72 萬 | 0.35% | −215−1.7% | 減碼 | – |
| NEENEXTERA ENERGY INC COM | Stock | 12,714 | $111.59 萬 | 0.34% | +30+0.2% | 加碼 | 查看 |
| RIORIO TINTO PLC SPONSORED ADR | ADR | 11,680 | $110.88 萬 | 0.34% | 00.0% | 不變 | 查看 |
| ISHARES INC464286822 | MSCI MEXICO ETF | 14,360 | $108.09 萬 | 0.33% | −2,635−15.5% | 減碼 | – |
| MELIMERCADOLIBRE INC | COM | 635 | $107.78 萬 | 0.33% | +10+1.6% | 加碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 1,063 | $107.51 萬 | 0.33% | −56−5.0% | 減碼 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 2,115 | $106.04 萬 | 0.33% | 00.0% | 不變 | 查看 |
| CTRECARETRUST REIT INC | COM | 26,102 | $105.32 萬 | 0.33% | +30+0.1% | 加碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,448 | $99.45 萬 | 0.31% | +14+1.0% | 加碼 | – |
| DHRDANAHER CORP DEL COM | Stock | 5,111 | $97.35 萬 | 0.30% | −115−2.2% | 減碼 | 查看 |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 34,588 | $95.81 萬 | 0.30% | 00.0% | 不變 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 2,652 | $94.77 萬 | 0.29% | −125−4.5% | 減碼 | 查看 |
| NUNU HLDGS LTD | ORD SHS CL A | 70,405 | $94.06 萬 | 0.29% | +850+1.2% | 加碼 | 查看 |
| ISHARES RUSSELL MID-CAP GROWTH ETF464287481 | ETF | 6,317 | $92.49 萬 | 0.29% | 00.0% | 不變 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 11,790 | $90.91 萬 | 0.28% | +489+4.3% | 加碼 | – |
| TMUST-MOBILE US INC COM | Stock | 5,189 | $87.04 萬 | 0.27% | −1,408−21.3% | 減碼 | 查看 |
| UNPUNION PAC CORP COM | Stock | 3,170 | $86.22 萬 | 0.27% | +200+6.7% | 加碼 | 查看 |
2026 年第 1 季 之後清倉(12 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 % |
|---|---|---|---|---|
| CELHCELSIUS HLDGS INC | COM NEW | 17,672 | $62.7 萬 | 0.24% |
| INTUINTUIT COM | Stock | 735 | $31.78 萬 | 0.12% |
| GEGE AEROSPACE COM NEW | Stock | 139 | $3.94 萬 | 0.02% |
| VVISA INC COM CL A | Stock | 126 | $3.81 萬 | 0.01% |
| PMPHILIP MORRIS INTL INC COM | Stock | 218 | $3.6 萬 | 0.01% |
| RTXRTX CORPORATION COM | Stock | 123 | $2.37 萬 | 0.01% |
| CSCOCISCO SYS INC COM | Stock | 300 | $2.33 萬 | 0.01% |
| BKNGBOOKING HOLDINGS INC COM | Stock | 5 | $2.11 萬 | 0.01% |
| CRMSALESFORCE INC COM | Stock | 103 | $1.92 萬 | 0.01% |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 75 | $1.82 萬 | 0.01% |
| VEEVVEEVA SYS INC CL A COM | Stock | 60 | $1.05 萬 | 0.00% |
| SPDR SERIES TRUST78468R622 | ST BLOO HIGH ETF | 26 | $2,489 | 0.00% |