Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/18 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 311
- 較 2021 年第 3 季 +9
- 總值
- $1.92 億
- 較 2021 年第 3 季 +$1,849 萬 (+10.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WTBAWest Bancorporation Inc | CAP STK | 457,129 | $1,420 萬 | 7.4% | −2,600−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 21,248 | $377.3 萬 | 2.0% | −27−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,477 | $318.7 萬 | 1.7% | −153−1.6% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 47,274 | $300.5 萬 | 1.6% | −1,000−2.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 9,400 | $276.5 萬 | 1.4% | −2,672−22.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 19,157 | $275.7 萬 | 1.4% | −3,119−14.0% | 減碼 | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 98,028 | $257.9 萬 | 1.3% | +8,000+8.9% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,195 | $243.0 萬 | 1.3% | −1,000−3.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 3,627 | $241.3 萬 | 1.3% | −743−17.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 9,973 | $230.8 萬 | 1.2% | −434−4.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,343 | $221.7 萬 | 1.2% | −45−0.8% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,305 | $220.9 萬 | 1.2% | +1,325+11.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,910 | $201.6 萬 | 1.1% | +31,910 | 新進 | – |
| JCIJohnson Controls International plc | Stock | 24,640 | $200.3 萬 | 1.0% | +425+1.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,710 | $199.3 萬 | 1.0% | −80−1.0% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 15,324 | $198.5 萬 | 1.0% | −214−1.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 44,455 | $197.8 萬 | 1.0% | −50−0.1% | 減碼 | 歷史 |
| RHIRobert Half Inc. | COM | 17,375 | $193.8 萬 | 1.0% | +255+1.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,794 | $190.6 萬 | 1.0% | +32+0.6% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,745 | $190.0 萬 | 1.0% | +20+0.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,421 | $187.8 萬 | 1.0% | +15+0.2% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,219 | $187.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 643 | $186.1 萬 | 1.0% | −2−0.3% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 8,835 | $184.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr II S&P High45783Y822 | ETF | 76,115 | $182.2 萬 | 0.9% | +76,115 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 3,526 | $177.1 萬 | 0.9% | −18−0.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,642 | $176.3 萬 | 0.9% | +50+0.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 20,336 | $175.0 萬 | 0.9% | +45+0.2% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,660 | $174.5 萬 | 0.9% | −45−0.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,040 | $172.6 萬 | 0.9% | −542−15.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,734 | $172.0 萬 | 0.9% | +100+1.3% | 加碼 | – |
| HONHoneywell International Inc | COM | 8,222 | $171.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,559 | $170.7 萬 | 0.9% | −33−1.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,824 | $168.3 萬 | 0.9% | +10+0.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 20,155 | $167.3 萬 | 0.9% | +1,370+7.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,613 | $164.5 萬 | 0.9% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 4,780 | $163.9 萬 | 0.9% | +60+1.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 11,240 | $161.6 萬 | 0.8% | −500−4.3% | 減碼依 4 比 1 拆股換算 | 歷史 |
| WMTWalmart Inc. | Stock | 10,738 | $155.4 萬 | 0.8% | +3,930+57.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 30,091 | $153.6 萬 | 0.8% | −1,100−3.5% | 減碼 | – |
| ETNEaton Corp plc | Stock | 8,781 | $151.8 萬 | 0.8% | +60+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 437 | $145.7 萬 | 0.8% | −1−0.2% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 23,740 | $144.7 萬 | 0.8% | +23,740 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 15,330 | $143.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NSITInsight Enterprises Inc | COM | 13,215 | $140.9 萬 | 0.7% | −1,900−12.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,529 | $140.0 萬 | 0.7% | +21+1.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,263 | $138.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,222 | $138.4 萬 | 0.7% | +30+0.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,660 | $137.7 萬 | 0.7% | +25+0.4% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,111 | $136.0 萬 | 0.7% | +1,000+9.9% | 加碼 | – |
| JJacobs Solutions Inc. | COM | 9,765 | $136.0 萬 | 0.7% | +25+0.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,244 | $134.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 6,150 | $133.3 萬 | 0.7% | −25−0.4% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 12,893 | $130.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,332 | $129.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,198 | $129.8 萬 | 0.7% | −80−1.0% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,205 | $128.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,499 | $128.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,585 | $128.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,655 | $127.2 萬 | 0.7% | −100−2.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 16,119 | $126.8 萬 | 0.7% | +280+1.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,595 | $125.4 萬 | 0.7% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 4,879 | $124.0 萬 | 0.6% | −105−2.1% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 12,815 | $123.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,852 | $122.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,960 | $122.0 萬 | 0.6% | +15+0.3% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 5,245 | $117.6 萬 | 0.6% | +50+1.0% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 19,970 | $117.1 萬 | 0.6% | −725−3.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,096 | $114.5 萬 | 0.6% | −1,320−8.6% | 減碼 | – |
| MUMicron Technology Inc | Stock | 12,240 | $114.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 18,778 | $113.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,969 | $112.6 萬 | 0.6% | −90−1.5% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 12,740 | $111.0 萬 | 0.6% | +35+0.3% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 20,505 | $110.5 萬 | 0.6% | 00.0% | 不變 | – |
| WKWorkiva Inc | COM CL A | 8,454 | $110.3 萬 | 0.6% | −650−7.1% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 28,225 | $110.3 萬 | 0.6% | +85+0.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,096 | $109.9 萬 | 0.6% | −25−0.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,411 | $108.5 萬 | 0.6% | +27+0.8% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 15,400 | $106.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 2,515 | $104.3 萬 | 0.5% | −100−3.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 8,884 | $104.3 萬 | 0.5% | +165+1.9% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,712 | $103.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,628 | $102.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,706 | $101.1 萬 | 0.5% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 15,166 | $100.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,256 | $100.2 萬 | 0.5% | 00.0% | 不變 | – |
| XLNXXilinx Inc | COM | 4,680 | $99.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SMTCSemtech Corp | Stock | 11,015 | $98.0 萬 | 0.5% | +330+3.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,334 | $96.7 萬 | 0.5% | −70−0.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,685 | $92.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,197 | $90.3 萬 | 0.5% | +30+0.6% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,321 | $86.6 萬 | 0.5% | +205+5.0% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 11,270 | $84.6 萬 | 0.4% | +260+2.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 8,594 | $84.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 5,182 | $83.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 4,890 | $81.5 萬 | 0.4% | +80+1.7% | 加碼 | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 9,510 | $80.3 萬 | 0.4% | +9,510 | 新進 | – |
| SYKStryker Corp | Stock | 2,935 | $78.5 萬 | 0.4% | +15+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,085 | $76.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 19,335 | $75.2 萬 | 0.4% | +1,250+6.9% | 加碼 | – |
2021 年第 3 季之後清倉（3 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。