Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/28 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 306
- 較 2021 年第 4 季 −5
- 總值
- $1.71 億
- 較 2021 年第 4 季 −$2,079 萬 (−10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WTBAWest Bancorporation Inc | CAP STK | 327,979 | $892.4 萬 | 5.2% | −129,150−28.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 20,148 | $351.8 萬 | 2.1% | −1,100−5.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,017 | $278.0 萬 | 1.6% | −460−4.9% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 46,099 | $275.4 萬 | 1.6% | −1,175−2.5% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 23,229 | $254.0 萬 | 1.5% | +4,072+21.3% | 加碼 | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 98,028 | $254.0 萬 | 1.5% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 9,019 | $246.1 萬 | 1.4% | −381−4.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,612 | $227.4 萬 | 1.3% | −15−0.4% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,090 | $224.5 萬 | 1.3% | −105−0.4% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,305 | $214.7 萬 | 1.3% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,910 | $195.9 萬 | 1.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 19,625 | $194.4 萬 | 1.1% | −711−3.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 4,585 | $190.4 萬 | 1.1% | −195−4.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 44,455 | $183.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,526 | $179.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 8,469 | $179.7 萬 | 1.0% | −1,504−15.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,020 | $173.9 萬 | 1.0% | −20−0.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 613 | $171.2 萬 | 1.0% | −30−4.7% | 減碼 | 歷史 |
| RHIRobert Half Inc. | COM | 14,762 | $168.6 萬 | 1.0% | −2,613−15.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,699 | $167.2 萬 | 1.0% | −95−1.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,222 | $165.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr II S&P High45783Y822 | ETF | 75,865 | $165.0 萬 | 1.0% | −250−0.3% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 22,263 | $162.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 2,189 | $162.3 萬 | 0.9% | −30−1.4% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 24,540 | $160.9 萬 | 0.9% | −100−0.4% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 8,715 | $160.9 萬 | 0.9% | −120−1.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,738 | $159.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,336 | $159.2 萬 | 0.9% | −85−1.3% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,734 | $158.8 萬 | 0.9% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 8,122 | $158.0 萬 | 0.9% | −100−1.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 20,080 | $156.7 萬 | 0.9% | −75−0.4% | 減碼 | – |
| ANETArista Networks, Inc. | COM | 11,240 | $156.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,710 | $155.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,123 | $153.3 萬 | 0.9% | −220−4.1% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,595 | $150.3 萬 | 0.9% | −150−1.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,660 | $148.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,542 | $145.8 萬 | 0.9% | −100−1.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,332 | $145.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,613 | $143.6 萬 | 0.8% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 8,754 | $142.6 萬 | 0.8% | −130−1.5% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,591 | $142.1 萬 | 0.8% | −500−1.7% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 7,660 | $141.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 434 | $141.5 萬 | 0.8% | −3−0.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 12,019 | $141.5 萬 | 0.8% | −3,305−21.6% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 12,915 | $138.6 萬 | 0.8% | −300−2.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,960 | $135.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 9,665 | $133.2 萬 | 0.8% | −100−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,499 | $132.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,111 | $132.9 萬 | 0.8% | 00.0% | 不變 | – |
| ROKRockwell Automation, Inc | Stock | 4,734 | $132.6 萬 | 0.8% | −90−1.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,626 | $130.9 萬 | 0.8% | −155−1.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 15,330 | $129.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,921 | $127.7 萬 | 0.7% | +2,600+60.2% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 5,925 | $124.8 萬 | 0.7% | +5,925 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,048 | $121.0 萬 | 0.7% | −511−20.0% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 23,740 | $119.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,595 | $118.3 萬 | 0.7% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 16,014 | $117.9 萬 | 0.7% | −105−0.7% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 1,529 | $116.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 5,223 | $115.8 萬 | 0.7% | −927−15.1% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 11,270 | $114.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,459 | $114.0 萬 | 0.7% | −785−9.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,198 | $111.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 28,225 | $111.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,655 | $111.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,096 | $110.1 萬 | 0.6% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 5,205 | $109.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,468 | $108.3 萬 | 0.6% | −117−1.5% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,334 | $107.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 20,505 | $106.1 萬 | 0.6% | 00.0% | 不變 | – |
| RPMRPM International Inc | COM | 12,893 | $105.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 12,395 | $103.8 萬 | 0.6% | −345−2.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,879 | $103.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 12,815 | $102.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WKWorkiva Inc | COM CL A | 8,454 | $99.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,605 | $98.5 萬 | 0.6% | −80−2.2% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,852 | $97.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 7,096 | $97.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 18,143 | $96.9 萬 | 0.6% | −635−3.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,411 | $96.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,628 | $96.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 12,240 | $95.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,712 | $94.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,256 | $93.4 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,584 | $92.9 萬 | 0.5% | −122−0.6% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 14,031 | $88.1 萬 | 0.5% | −1,135−7.5% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 10,890 | $87.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 19,970 | $87.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 2,515 | $84.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,772 | $79.9 萬 | 0.5% | −425−8.2% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 9,943 | $79.9 萬 | 0.5% | −5,457−35.4% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 5,245 | $79.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 2,935 | $78.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SMTCSemtech Corp | Stock | 11,015 | $76.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 8,594 | $75.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,081 | $73.4 萬 | 0.4% | −335−13.9% | 減碼 | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 9,510 | $73.2 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 19,335 | $71.0 萬 | 0.4% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 6,855 | $68.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 4,890 | $65.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（9 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XLNXXilinx Inc | COM | 4,680 | $99.2 萬 | 0.5% | 歷史 |
| XYZBlock, Inc. | CL A | 5,182 | $83.7 萬 | 0.4% | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 1,600 | $6.90 萬 | <0.1% | – |
| ARNAArena Pharmaceuticals Inc | COM NEW | 630 | $5.90 萬 | <0.1% | 歷史 |
| AZOAutoZone Inc | COM | 20 | $4.20 萬 | <0.1% | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 300 | $3.20 萬 | <0.1% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 110 | $1.70 萬 | <0.1% | 歷史 |
| RGLDRoyal Gold Inc | Stock | 100 | $1.10 萬 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 500 | $1.00 萬 | <0.1% | – |