Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/26 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 302
- 較 2021 年第 2 季 +12
- 總值
- $1.73 億
- 較 2021 年第 2 季 −$334.0 萬 (−1.9%)
| 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 | $1,381 萬 | 8.0% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 48,274 | $305.4 萬 | 1.8% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 21,275 | $301.0 萬 | 1.7% | +200+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,630 | $271.5 萬 | 1.6% | −763−7.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 27,195 | $256.7 萬 | 1.5% | −3,075−10.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 12,072 | $250.1 萬 | 1.4% | +224+1.9% | 加碼依 4 比 1 拆股換算 | 歷史 |
| TGTTarget Corp | Stock | 10,407 | $238.1 萬 | 1.4% | −527−4.8% | 減碼 | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 90,028 | $236.8 萬 | 1.4% | +7,710+9.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 22,276 | $229.2 萬 | 1.3% | +146+0.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,370 | $211.9 萬 | 1.2% | −15−0.3% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 11,980 | $192.0 萬 | 1.1% | −180−1.5% | 減碼 | – |
| BACBank of America Corp | Stock | 44,505 | $188.9 萬 | 1.1% | +160+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,388 | $176.9 萬 | 1.0% | −6−0.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 15,538 | $175.9 萬 | 1.0% | −1,612−9.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,762 | $175.4 萬 | 1.0% | −30−0.5% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,219 | $175.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 8,222 | $174.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 20,291 | $174.4 萬 | 1.0% | +8,643+74.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 645 | $171.9 萬 | 1.0% | −109−14.5% | 減碼 | 歷史 |
| RHIRobert Half Inc. | COM | 17,120 | $171.8 萬 | 1.0% | −270−1.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,406 | $170.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,634 | $167.0 萬 | 1.0% | +83+1.1% | 加碼 | – |
| JCIJohnson Controls International plc | Stock | 24,215 | $164.9 萬 | 1.0% | −2,940−10.8% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,613 | $164.8 萬 | 1.0% | −10−0.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,582 | $161.0 萬 | 0.9% | +102+2.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 4,720 | $158.2 萬 | 0.9% | +12+0.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,790 | $158.0 萬 | 0.9% | −540−6.5% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,059 | $157.7 萬 | 0.9% | +62+1.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,191 | $157.5 萬 | 0.9% | 00.0% | 不變 | – |
| DLRDigital Realty Trust, Inc. | COM | 10,725 | $154.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 8,835 | $153.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,705 | $150.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,592 | $148.1 萬 | 0.9% | +50+2.0% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,785 | $146.9 萬 | 0.8% | +25+0.1% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,945 | $146.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 438 | $143.9 萬 | 0.8% | +12+2.8% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,814 | $141.6 萬 | 0.8% | +4,814 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,544 | $138.5 萬 | 0.8% | +30+0.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,175 | $137.5 萬 | 0.8% | −160−2.5% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 15,115 | $136.2 萬 | 0.8% | +290+2.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,278 | $135.5 萬 | 0.8% | +390+4.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,984 | $135.2 萬 | 0.8% | +60+1.2% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,585 | $134.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 18,778 | $131.8 萬 | 0.8% | +77+0.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,263 | $131.7 萬 | 0.8% | −1,225−5.2% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,852 | $131.3 萬 | 0.8% | +165+2.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,721 | $130.2 萬 | 0.8% | +214+2.5% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 9,740 | $129.1 萬 | 0.7% | +200+2.1% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 9,104 | $128.3 萬 | 0.7% | −533−5.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,635 | $127.4 萬 | 0.7% | +122+1.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,416 | $127.0 萬 | 0.7% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | COM | 1,508 | $126.5 萬 | 0.7% | +13+0.9% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 5,182 | $124.3 萬 | 0.7% | +174+3.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,592 | $123.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,839 | $123.6 萬 | 0.7% | 00.0% | 不變 | – |
| OKTAOkta, Inc. | CL A | 5,195 | $123.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 12,705 | $121.3 萬 | 0.7% | −50−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,499 | $121.1 萬 | 0.7% | −260−3.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,121 | $120.5 萬 | 0.7% | +75+1.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 15,330 | $120.4 萬 | 0.7% | +240+1.6% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 28,140 | $119.9 萬 | 0.7% | −700−2.4% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,595 | $119.6 萬 | 0.7% | −90−0.6% | 減碼 | – |
| WDAYWorkday, Inc. | CL A | 4,755 | $118.8 萬 | 0.7% | −10−0.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,244 | $115.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,111 | $114.5 萬 | 0.7% | 00.0% | 不變 | – |
| MNSTMonster Beverage Corp | COM | 12,815 | $113.8 萬 | 0.7% | −45−0.3% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 20,505 | $112.0 萬 | 0.6% | +190+0.9% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 2,332 | $111.7 萬 | 0.6% | +140+6.4% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 15,400 | $110.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,712 | $110.0 萬 | 0.6% | −4−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,192 | $109.9 萬 | 0.6% | +20+0.2% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 20,695 | $109.1 萬 | 0.6% | −200−1.0% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,205 | $107.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,404 | $107.4 萬 | 0.6% | +120+1.4% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,628 | $106.4 萬 | 0.6% | +56+2.2% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,706 | $104.3 萬 | 0.6% | −21,259−50.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,256 | $101.3 萬 | 0.6% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | COM | 2,935 | $100.9 萬 | 0.6% | −10−0.3% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 12,893 | $100.1 萬 | 0.6% | +345+2.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,808 | $94.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,384 | $94.6 萬 | 0.5% | +60+1.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,719 | $88.5 萬 | 0.5% | −150−1.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 15,166 | $88.2 萬 | 0.5% | +100+0.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,240 | $86.9 萬 | 0.5% | −75−0.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,615 | $83.7 萬 | 0.5% | −5−0.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 8,594 | $83.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SMTCSemtech Corp | Stock | 10,685 | $83.3 萬 | 0.5% | −190−1.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,116 | $80.5 萬 | 0.5% | +90+2.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,167 | $77.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 11,010 | $77.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 2,920 | $77.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 3,583 | $76.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,685 | $72.2 萬 | 0.4% | +45+1.2% | 加碼 | 歷史 |
| XLNXXilinx Inc | COM | 4,680 | $70.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 18,085 | $70.0 萬 | 0.4% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 4,810 | $69.9 萬 | 0.4% | +90+1.9% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,014 | $67.4 萬 | 0.4% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,466 | $67.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| RIORio Tinto PLC | ADR | 9,870 | $66.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,085 | $65.8 萬 | 0.4% | −135−1.1% | 減碼 | 歷史 |
2021 年第 2 季之後清倉（10 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Tr II45783G201 | S&P INVSTMNT GRD | 79,835 | $195.5 萬 | 1.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 5,740 | $130.2 萬 | 0.7% | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 4,598 | $7.00 萬 | <0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 639 | $3.50 萬 | <0.1% | – |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 1,350 | $2.50 萬 | <0.1% | 歷史 |
| RWTRedwood Trust Inc | COM | 1,975 | $2.40 萬 | <0.1% | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 1,870 | $2.10 萬 | <0.1% | – |
| AMGAffiliated Managers Group, Inc. | Stock | 100 | $1.50 萬 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 400 | $1.00 萬 | <0.1% | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 254 | $9,000 | <0.1% | – |