Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/3 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 290
- 較 2021 年第 1 季 −2
- 總值
- $1.77 億
- 較 2021 年第 1 季 +$2,226 萬 (+14.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WTBAWest Bancorporation Inc | CAP STK | 459,729 | $1,276 萬 | 7.2% | −1,700−0.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 48,274 | $317.1 萬 | 1.8% | −590−1.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,075 | $288.6 萬 | 1.6% | −850−3.9% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 30,270 | $287.8 萬 | 1.6% | −125−0.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,393 | $281.5 萬 | 1.6% | −85−0.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 10,934 | $264.3 萬 | 1.5% | −192−1.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,962 | $237.0 萬 | 1.3% | −152−4.9% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 41,965 | $231.4 萬 | 1.3% | −560−1.3% | 減碼 | – |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 82,318 | $218.1 萬 | 1.2% | +81,000+6,145.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 4,385 | $209.1 萬 | 1.2% | −50−1.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 22,130 | $207.9 萬 | 1.2% | −100−0.4% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 12,160 | $201.6 萬 | 1.1% | −80−0.7% | 減碼 | – |
| Innovator ETFs Tr II45783G201 | S&P INVSTMNT GRD | 79,835 | $195.5 萬 | 1.1% | +16,100+25.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 754 | $189.0 萬 | 1.1% | +20+2.7% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 27,155 | $186.4 萬 | 1.1% | +150+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 44,345 | $182.8 萬 | 1.0% | +365+0.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,222 | $180.3 萬 | 1.0% | +382+4.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,219 | $178.1 萬 | 1.0% | +2,219 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 17,150 | $177.6 萬 | 1.0% | −470−2.7% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,623 | $175.3 萬 | 1.0% | −860−13.3% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,997 | $174.8 萬 | 1.0% | −376−5.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,551 | $173.2 萬 | 1.0% | −25−0.3% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 6,406 | $173.1 萬 | 1.0% | +4,015+167.9% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 8,835 | $172.4 萬 | 1.0% | +8,835 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,394 | $172.0 萬 | 1.0% | +45+0.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 4,708 | $166.1 萬 | 0.9% | +65+1.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,330 | $161.6 萬 | 0.9% | −1,010−10.8% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,725 | $161.4 萬 | 0.9% | +6,545+156.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,191 | $160.7 萬 | 0.9% | −600−1.9% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 7,705 | $158.5 萬 | 0.9% | −50−0.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 23,488 | $156.9 萬 | 0.9% | −1,050−4.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,792 | $155.4 萬 | 0.9% | +333+6.1% | 加碼 | 歷史 |
| RHIRobert Half Inc. | COM | 17,390 | $154.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,687 | $150.4 萬 | 0.9% | −750−8.9% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,945 | $149.4 萬 | 0.8% | +5,945 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,760 | $148.7 萬 | 0.8% | +350+1.9% | 加碼 | – |
| NSITInsight Enterprises Inc | COM | 14,825 | $148.3 萬 | 0.8% | −4,370−22.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,335 | $148.1 萬 | 0.8% | +190+3.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 426 | $146.6 萬 | 0.8% | −7−1.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,513 | $141.7 萬 | 0.8% | +65+1.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,514 | $140.7 萬 | 0.8% | −75−2.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,480 | $137.7 萬 | 0.8% | −570−14.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,592 | $137.1 萬 | 0.8% | −160−1.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 18,701 | $132.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,495 | $130.8 萬 | 0.7% | +40+2.7% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,740 | $130.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,716 | $128.5 萬 | 0.7% | −97−3.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,542 | $128.2 萬 | 0.7% | −57−2.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,759 | $127.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,416 | $127.5 萬 | 0.7% | 00.0% | 不變 | – |
| JJacobs Solutions Inc. | COM | 9,540 | $127.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 5,195 | $127.1 萬 | 0.7% | +5,195 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 8,507 | $126.1 萬 | 0.7% | −45−0.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,839 | $124.9 萬 | 0.7% | −298−1.8% | 減碼 | – |
| DALDelta Air Lines, Inc. | COM NEW | 28,840 | $124.8 萬 | 0.7% | +1,170+4.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,046 | $123.8 萬 | 0.7% | −100−1.4% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 20,895 | $123.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,685 | $122.8 萬 | 0.7% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 7,888 | $122.7 萬 | 0.7% | +1,050+15.4% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 5,008 | $122.1 萬 | 0.7% | −131−2.5% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,585 | $121.1 萬 | 0.7% | −1,812−19.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,924 | $120.3 萬 | 0.7% | −25−0.5% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,284 | $120.0 萬 | 0.7% | −155−1.8% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 12,860 | $117.5 萬 | 0.7% | −185−1.4% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,205 | $116.4 萬 | 0.7% | +463+9.8% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,111 | $116.3 萬 | 0.7% | +131+1.3% | 加碼 | – |
| FSLRFirst Solar, Inc. | Stock | 12,755 | $115.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,172 | $114.6 萬 | 0.6% | +425+4.4% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,765 | $113.8 萬 | 0.6% | −100−2.1% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 12,548 | $111.3 萬 | 0.6% | +500+4.2% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 20,315 | $111.3 萬 | 0.6% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 8,244 | $111.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 15,090 | $110.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,256 | $110.0 萬 | 0.6% | −1,125−5.3% | 減碼 | – |
| WKWorkiva Inc | COM CL A | 9,637 | $107.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 2,945 | $106.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 12,315 | $104.7 萬 | 0.6% | +690+5.9% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 15,400 | $104.0 萬 | 0.6% | −105−0.7% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,324 | $102.1 萬 | 0.6% | +75+2.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 11,648 | $99.4 萬 | 0.6% | −90−0.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,808 | $96.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 15,066 | $94.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,572 | $93.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 8,869 | $92.9 萬 | 0.5% | +5,290+147.8% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 11,010 | $86.0 萬 | 0.5% | +8,760+389.3% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 9,870 | $82.8 萬 | 0.5% | +1,100+12.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,192 | $81.3 萬 | 0.5% | +125+6.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,640 | $80.1 萬 | 0.5% | +235+6.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 8,594 | $78.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 3,583 | $77.5 萬 | 0.4% | −275−7.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,620 | $77.2 萬 | 0.4% | −100−3.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,026 | $76.8 萬 | 0.4% | +1,125+38.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,167 | $76.6 萬 | 0.4% | +350+7.3% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 2,920 | $75.8 萬 | 0.4% | +30+1.0% | 加碼 | 歷史 |
| SMTCSemtech Corp | Stock | 10,875 | $74.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 4,720 | $72.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 18,085 | $71.3 萬 | 0.4% | +2,500+16.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,466 | $68.5 萬 | 0.4% | −200−7.5% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,014 | $68.1 萬 | 0.4% | 00.0% | 不變 | – |
| XLNXXilinx Inc | COM | 4,680 | $67.7 萬 | 0.4% | −350−7.0% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（8 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| OCSLOaktree Specialty Lending Corp | COM | 8,147 | $5.10 萬 | <0.1% | 歷史 |
| JBGSJBG Smith Properties | COM | 740 | $2.40 萬 | <0.1% | 歷史 |
| TGNATegna Inc | COM | 1,200 | $2.30 萬 | <0.1% | 歷史 |
| SSRMSSR Mining Inc. | Stock | 1,500 | $2.10 萬 | <0.1% | 歷史 |
| Safehold Inc.45031U101 | COM | 900 | $1.60 萬 | <0.1% | – |
| FSPFranklin Street Properties Corp | COM | 2,500 | $1.40 萬 | <0.1% | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 268 | $1.20 萬 | <0.1% | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 2,432 | $1.10 萬 | <0.1% | – |