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 |
|---|---|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,595 | $5.90 萬 | <0.1% | +420+35.7% | 加碼 | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 1,600 | $6.50 萬 | <0.1% | 00.0% | 不變 | – |
| AFBAlliancebernstein National Municipal Income Fund | COM | 4,598 | $7.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 375 | $7.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 1,525 | $7.90 萬 | <0.1% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 670 | $8.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 1,650 | $8.00 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 1,500 | $8.20 萬 | <0.1% | 00.0% | 不變 | – |
| AVBAvalonbay Communities Inc | COM | 400 | $8.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 1,375 | $8.80 萬 | <0.1% | −350−20.3% | 減碼 | – |
| VMRKVivmark Residential | SH BEN INT | 1,180 | $9.10 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 900 | $9.20 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 651 | $9.60 萬 | 0.1% | +1+0.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 945 | $9.80 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,552 | $9.80 萬 | 0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 169 | $9.90 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 1,613 | $10.2 萬 | 0.1% | −83−4.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 1,720 | $10.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 732 | $10.4 萬 | 0.1% | +405+123.9% | 加碼 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 708 | $10.6 萬 | 0.1% | −59−7.7% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,025 | $10.7 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 1,436 | $11.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,460 | $11.8 萬 | 0.1% | 00.0% | 不變 | – |
| NVCRNovoCure Ltd | ORD SHS | 550 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,185 | $12.5 萬 | 0.1% | +385+48.1% | 加碼 | – |
| ULTAUlta Beauty, Inc. | Stock | 365 | $12.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 757 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 4,000 | $13.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 600 | $13.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 470 | $13.6 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 2,565 | $14.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,255 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,010 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 3,100 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,180 | $15.2 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 521 | $15.3 萬 | 0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 1,300 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 1,760 | $16.4 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,000 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,000 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 826 | $19.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI India ETF46429B598 | ETF | 4,550 | $20.1 萬 | 0.1% | −300−6.2% | 減碼 | – |
| MAMastercard Inc | Stock | 575 | $21.0 萬 | 0.1% | −20−3.4% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 13,500 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,636 | $22.9 萬 | 0.1% | +850+30.5% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,851 | $23.3 萬 | 0.1% | −45−1.6% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,200 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,610 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 1,405 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,000 | $27.1 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 5,340 | $27.4 萬 | 0.2% | 00.0% | 不變 | – |
| CECelanese Corp | Stock | 1,845 | $28.0 萬 | 0.2% | +600+48.2% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 5,833 | $28.3 萬 | 0.2% | −90−1.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,410 | $28.5 萬 | 0.2% | −494−12.7% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 4,570 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,134 | $29.2 萬 | 0.2% | −770−13.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 697 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,817 | $30.9 萬 | 0.2% | +2,000+41.5% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 2,700 | $31.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Cambria ETF Tr132061409 | GLOBAL VALUE ETF | 13,833 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| AELAmerican National Group Inc. | COM | 10,000 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 6,056 | $32.8 萬 | 0.2% | +1,000+19.8% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 14,625 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,862 | $35.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,777 | $37.0 萬 | 0.2% | −100−5.3% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,550 | $37.8 萬 | 0.2% | +65+4.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,000 | $38.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SKXSkechers USA Inc | CL A | 8,090 | $40.3 萬 | 0.2% | −1,127−12.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 830 | $40.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 10,416 | $40.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,086 | $41.1 萬 | 0.2% | −40−3.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 6,855 | $41.7 萬 | 0.2% | +1,625+31.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,809 | $41.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc464286871 | MSCI HONG KG ETF | 16,375 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,165 | $44.8 萬 | 0.3% | +435+7.6% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,031 | $46.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 7,425 | $50.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,193 | $50.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,190 | $51.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,500 | $52.2 萬 | 0.3% | −62−4.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 2,543 | $54.1 萬 | 0.3% | −75−2.9% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 5,265 | $54.9 萬 | 0.3% | 00.0% | 不變 | – |
| BSXBoston Scientific Corp | Stock | 13,542 | $57.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,548 | $58.8 萬 | 0.3% | −20−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 241 | $58.8 萬 | 0.3% | −4−1.6% | 減碼 | 歷史 |
| KSUKansas City Southern | COM NEW | 2,125 | $60.2 萬 | 0.3% | −205−8.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,562 | $61.5 萬 | 0.3% | 00.0% | 不變 | – |
| AXONAxon Enterprise, Inc. | COM | 3,516 | $62.2 萬 | 0.4% | −50−1.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,220 | $64.8 萬 | 0.4% | −475−3.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,994 | $67.2 萬 | 0.4% | −1,278−9.6% | 減碼 | 歷史 |
| XLNXXilinx Inc | COM | 4,680 | $67.7 萬 | 0.4% | −350−7.0% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,014 | $68.1 萬 | 0.4% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,466 | $68.5 萬 | 0.4% | −200−7.5% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 18,085 | $71.3 萬 | 0.4% | +2,500+16.0% | 加碼 | – |
| NKENIKE, Inc. | Stock | 4,720 | $72.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SMTCSemtech Corp | Stock | 10,875 | $74.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 2,920 | $75.8 萬 | 0.4% | +30+1.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,167 | $76.6 萬 | 0.4% | +350+7.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,026 | $76.8 萬 | 0.4% | +1,125+38.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,620 | $77.2 萬 | 0.4% | −100−3.7% | 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% | – |