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 |
|---|---|---|---|---|---|---|---|
| NOKNokia Corp | SPONSORED ADR | 15 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BRSLBrightstar Lottery PLC | SHS USD | 18 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Hycroft Mining Holding Corp44862P125 | *W EXP 10/12/202 | 54 | $0 | 0.0% | 00.0% | 不變 | – |
| MDPHawkeye Acquisition, Inc. | COM | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 83 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 50 | $3,000 | <0.1% | 00.0% | 不變 | – |
| ALCAlcon Inc | Stock | 46 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EEni SpA | SPONSORED ADR | 138 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| REGIRenewable Energy Group, Inc. | COM NEW | 51 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 143 | $4,000 | <0.1% | +143 | 新進 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 50 | $4,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 50 | $4,000 | <0.1% | 00.0% | 不變 | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 100 | $5,000 | <0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 64 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 23 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 300 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| POSTPost Holdings, Inc. | COM | 58 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 218 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 41 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 100 | $8,000 | <0.1% | 00.0% | 不變 | – |
| CAHCardinal Health Inc | Stock | 135 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 7 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 25 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 254 | $9,000 | <0.1% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 400 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 710 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOLXHologic Inc | COM | 156 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Legg Mason ETF Invt Tr524682101 | CLRBRG GWT ETF | 200 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| PGRProgressive Corp | Stock | 111 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 47 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| CTVACorteva, Inc. | Stock | 249 | $1.10 萬 | <0.1% | −83−25.0% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 20 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 47 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| WSOWatsco Inc | COM | 40 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 313 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 110 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 70 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 97 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 440 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288711 | GLOB UTILITS ETF | 233 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 317 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 65 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 100 | $1.50 萬 | <0.1% | −75−42.9% | 減碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 431 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 127 | $1.60 萬 | <0.1% | −825−86.7% | 減碼 | – |
| TRVTravelers Companies, Inc. | Stock | 110 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 132 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 110 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 245 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 570 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| DFSDiscover Financial Services | COM | 150 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 140 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
| UAUnder Armour, Inc. | CL C | 1,000 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 100 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E545 | MSCI GBL TIMBR | 539 | $2.00 萬 | <0.1% | 00.0% | 不變 | – |
| Barrick Gold Corp067901108 | COM | 1,000 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 86 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| Flagstar Bank, National Association649445103 | COM | 1,870 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| SUSuncor Energy Inc | Stock | 970 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 295 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 280 | $2.30 萬 | <0.1% | +180+180.0% | 加碼 | – |
| RGLDRoyal Gold Inc | Stock | 200 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 300 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RWTRedwood Trust Inc | COM | 1,975 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 1,350 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 380 | $2.60 萬 | <0.1% | −200−34.5% | 減碼 | 歷史 |
| MFCManulife Financial Corp | COM | 1,460 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 525 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AZOAutoZone Inc | COM | 20 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 339 | $3.10 萬 | <0.1% | −128−27.4% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 300 | $3.10 萬 | <0.1% | +300 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 235 | $3.20 萬 | <0.1% | 00.0% | 不變 | – |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 1,554 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 295 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 580 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 430 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 600 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 500 | $3.40 萬 | <0.1% | −250−33.3% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 639 | $3.50 萬 | <0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 380 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 71 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 710 | $3.80 萬 | <0.1% | 00.0% | 不變 | – |
| MASMasco Corp | COM | 650 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 297 | $4.00 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 350 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| MROMarathon Oil Corp | COM | 3,030 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 1,348 | $4.20 萬 | <0.1% | 00.0% | 不變 | – |
| DKNGDraftKings Inc. | COM CL A | 800 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 900 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 1,182 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| NEMNEWMONT Corp | Stock | 725 | $4.60 萬 | <0.1% | −75−9.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 290 | $4.60 萬 | <0.1% | 00.0% | 不變 | – |
| FNVFranco Nevada Corp | Stock | 325 | $4.70 萬 | <0.1% | −25−7.1% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 609 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 679 | $5.00 萬 | <0.1% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 180 | $5.40 萬 | <0.1% | −80−30.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 200 | $5.40 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 660 | $5.40 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,025 | $5.50 萬 | <0.1% | 00.0% | 不變 | – |
| ARNAArena Pharmaceuticals Inc | COM NEW | 800 | $5.50 萬 | <0.1% | 00.0% | 不變 | 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% | – |