Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/21 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 293
- 較 2022 年第 1 季 −13
- 總值
- $1.36 億
- 較 2022 年第 1 季 −$3,567 萬 (−20.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WTBAWest Bancorporation Inc | CAP STK | 324,079 | $788.8 萬 | 5.8% | −3,900−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 17,838 | $243.9 萬 | 1.8% | −2,310−11.5% | 減碼 | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 95,453 | $236.8 萬 | 1.7% | −2,575−2.6% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 45,549 | $235.1 萬 | 1.7% | −550−1.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 8,520 | $218.8 萬 | 1.6% | −497−5.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 26,049 | $199.2 萬 | 1.5% | +2,820+12.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,625 | $188.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,345 | $181.7 萬 | 1.3% | +40+0.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,910 | $176.9 萬 | 1.3% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 3,371 | $173.1 萬 | 1.3% | −155−4.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,263 | $171.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,336 | $161.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,212 | $156.0 萬 | 1.2% | −400−11.1% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 8,715 | $146.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 2,189 | $143.8 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 5,649 | $143.2 萬 | 1.1% | −50−0.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,122 | $141.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,123 | $140.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 10,595 | $137.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 44,055 | $137.1 萬 | 1.0% | −400−0.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,670 | $134.0 萬 | 1.0% | −40−0.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,499 | $133.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 4,445 | $133.1 萬 | 1.0% | −140−3.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 608 | $133.0 萬 | 1.0% | −5−0.8% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,734 | $131.0 萬 | 1.0% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 10,713 | $130.2 萬 | 1.0% | −25−0.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 20,080 | $129.8 萬 | 1.0% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 8,754 | $126.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 9,645 | $122.6 萬 | 0.9% | −20−0.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,492 | $121.3 萬 | 0.9% | −50−0.5% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 5,925 | $120.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 11,270 | $119.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,291 | $119.5 萬 | 0.9% | −300−1.0% | 減碼 | – |
| CATCaterpillar Inc | Stock | 6,660 | $119.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 8,350 | $117.9 萬 | 0.9% | −119−1.4% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 24,540 | $117.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,449 | $117.4 萬 | 0.9% | −571−18.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 15,030 | $116.4 萬 | 0.9% | −300−2.0% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 11,994 | $114.1 萬 | 0.8% | −25−0.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,306 | $113.9 萬 | 0.8% | −26−1.1% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 12,205 | $113.1 萬 | 0.8% | −610−4.8% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,111 | $112.9 萬 | 0.8% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,048 | $111.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,510 | $111.2 萬 | 0.8% | −150−2.0% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 12,840 | $110.8 萬 | 0.8% | −75−0.6% | 減碼 | 歷史 |
| RHIRobert Half Inc. | COM | 14,762 | $110.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,199 | $110.3 萬 | 0.8% | −135−1.6% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 23,740 | $109.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,204 | $109.2 萬 | 0.8% | −1,815−20.1% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,921 | $109.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 8,626 | $108.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 11,240 | $105.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,988 | $102.9 萬 | 0.8% | −625−11.1% | 減碼 | – |
| VVisa Inc. | Stock | 5,223 | $102.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RPMRPM International Inc | COM | 12,893 | $101.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,960 | $100.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 16,014 | $100.1 萬 | 0.7% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 6,859 | $98.6 萬 | 0.7% | −600−8.0% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,595 | $97.8 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 18,855 | $95.3 萬 | 0.7% | −1,650−8.0% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 5,205 | $94.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 4,734 | $94.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,521 | $92.6 萬 | 0.7% | −8−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,198 | $92.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,620 | $91.6 萬 | 0.7% | −60−0.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| DVNDevon Energy Corp | Stock | 15,700 | $86.5 萬 | 0.6% | +15,700 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,256 | $84.4 萬 | 0.6% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 3,411 | $83.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 13,331 | $82.8 萬 | 0.6% | −700−5.0% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 17,968 | $82.6 萬 | 0.6% | −175−1.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,584 | $82.5 萬 | 0.6% | 00.0% | 不變 | – |
| FSLRFirst Solar, Inc. | Stock | 11,860 | $80.8 萬 | 0.6% | −535−4.3% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,248 | $80.4 萬 | 0.6% | −220−2.9% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 27,640 | $80.1 萬 | 0.6% | −585−2.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,849 | $80.0 萬 | 0.6% | −30−0.6% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,605 | $76.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,517 | $75.3 萬 | 0.6% | −255−5.3% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,792 | $73.5 萬 | 0.5% | −60−0.8% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 2,923 | $71.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,628 | $71.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 9,510 | $69.1 萬 | 0.5% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 7,096 | $67.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 12,070 | $66.7 萬 | 0.5% | −170−1.4% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 10,890 | $66.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 8,594 | $65.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 19,365 | $61.5 萬 | 0.5% | −605−3.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 6,780 | $60.9 萬 | 0.4% | −75−1.1% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 19,335 | $60.8 萬 | 0.4% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 2,165 | $60.1 萬 | 0.4% | −350−13.9% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,935 | $58.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SMTCSemtech Corp | Stock | 10,515 | $57.8 萬 | 0.4% | −500−4.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,081 | $56.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,094 | $56.3 萬 | 0.4% | −515−4.4% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 8,454 | $55.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 10,416 | $54.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,201 | $54.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 14,785 | $52.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 2,518 | $51.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 13,797 | $51.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,462 | $50.7 萬 | 0.4% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（17 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,090 | $224.5 萬 | 1.3% | – |
| ABBVAbbVie Inc. | Stock | 10,222 | $165.7 萬 | 1.0% | 歷史 |
| Innovator ETFs Tr II S&P High45783Y822 | ETF | 75,865 | $165.0 萬 | 1.0% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,096 | $110.1 萬 | 0.6% | – |
| OKTAOkta, Inc. | CL A | 5,245 | $79.2 萬 | 0.5% | 歷史 |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 1,375 | $8.40 萬 | <0.1% | – |
| UAUnder Armour, Inc. | CL C | 1,000 | $1.60 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 156 | $1.20 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 145 | $9,000 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 710 | $8,000 | <0.1% | 歷史 |
| KEYKeycorp | COM | 300 | $7,000 | <0.1% | 歷史 |
| REGIRenewable Energy Group, Inc. | COM NEW | 51 | $3,000 | <0.1% | 歷史 |
| ALCAlcon Inc | Stock | 30 | $2,000 | <0.1% | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 73 | $2,000 | <0.1% | 歷史 |
| John Hancock Exchange Traded47804J834 | MULTFCTR EMRNG | 63 | $2,000 | <0.1% | – |
| ZIMVZimVie Inc. | Stock | 13 | $0 | 0.0% | 歷史 |
| BRSLBrightstar Lottery PLC | SHS USD | 18 | $0 | 0.0% | 歷史 |