Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/11 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 303
- 較 2022 年第 3 季 +15
- 總值
- $1.41 億
- 較 2022 年第 3 季 +$1,532 萬 (+12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WTBAWest Bancorporation Inc | CAP STK | 318,284 | $813.2 萬 | 5.8% | −1,000−0.3% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 45,549 | $235.6 萬 | 1.7% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 9,670 | $231.9 萬 | 1.6% | +1,150+13.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,004 | $207.9 萬 | 1.5% | +1,916+13.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 20,025 | $202.1 萬 | 1.4% | +400+2.0% | 加碼 | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 84,753 | $199.3 萬 | 1.4% | −7,550−8.2% | 減碼 | – |
| DEDeere & Co | Stock | 4,523 | $193.9 萬 | 1.4% | +78+1.8% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,245 | $183.7 萬 | 1.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 3,217 | $179.9 萬 | 1.3% | +105+3.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,310 | $175.5 萬 | 1.2% | +224+7.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,168 | $175.0 萬 | 1.2% | +46+0.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,310 | $170.6 萬 | 1.2% | −600−1.9% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 26,126 | $169.2 萬 | 1.2% | +77+0.3% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 6,110 | $169.2 萬 | 1.2% | +185+3.1% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 7,503 | $168.8 萬 | 1.2% | +13+0.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,218 | $165.5 萬 | 1.2% | +464+5.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,213 | $164.7 萬 | 1.2% | +90+1.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,558 | $162.3 萬 | 1.2% | +295+1.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,745 | $161.6 萬 | 1.1% | +85+1.3% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 25,201 | $161.3 萬 | 1.1% | +311+1.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,930 | $158.0 萬 | 1.1% | +160+2.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,824 | $154.6 萬 | 1.1% | +175+3.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 45,910 | $152.1 萬 | 1.1% | +1,855+4.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,713 | $151.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,983 | $145.7 萬 | 1.0% | +3,918+6,027.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,187 | $144.6 萬 | 1.0% | +688+9.2% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,149 | $140.8 萬 | 1.0% | −40−1.8% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 11,299 | $137.1 萬 | 1.0% | +59+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,734 | $137.1 萬 | 1.0% | +108+1.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 20,080 | $135.4 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,704 | $134.3 萬 | 1.0% | −30−0.4% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 6,336 | $134.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NSITInsight Enterprises Inc | COM | 12,840 | $128.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 15,265 | $127.6 萬 | 0.9% | +235+1.6% | 加碼 | 歷史 |
| RPMRPM International Inc | COM | 12,893 | $125.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 8,384 | $125.0 萬 | 0.9% | +34+0.4% | 加碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 23,740 | $124.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 8,280 | $124.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,291 | $122.9 萬 | 0.9% | 00.0% | 不變 | – |
| MNSTMonster Beverage Corp | COM | 12,082 | $122.7 萬 | 0.9% | +42+0.3% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 9,640 | $122.3 萬 | 0.9% | −40−0.4% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,585 | $119.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,305 | $118.1 萬 | 0.8% | +1,420+11.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,139 | $117.8 萬 | 0.8% | +91+4.4% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,370 | $117.2 萬 | 0.8% | +171+2.1% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,111 | $117.0 萬 | 0.8% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 2,540 | $116.0 萬 | 0.8% | +91+3.7% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 9,649 | $115.9 萬 | 0.8% | +40.0% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,205 | $114.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,219 | $110.2 萬 | 0.8% | +21+0.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,950 | $109.8 萬 | 0.8% | +29+0.4% | 加碼 | 歷史 |
| RHIRobert Half Inc. | COM | 14,762 | $109.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,521 | $107.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,667 | $106.3 萬 | 0.8% | +75+0.8% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,938 | $105.9 萬 | 0.8% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 6,959 | $105.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,730 | $103.3 萬 | 0.7% | −284−1.8% | 減碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 10,275 | $103.0 萬 | 0.7% | −320−3.0% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,595 | $102.3 萬 | 0.7% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 6,969 | $101.8 萬 | 0.7% | +160+2.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,492 | $101.6 萬 | 0.7% | +31+0.9% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 15,984 | $98.3 萬 | 0.7% | +284+1.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,918 | $96.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,955 | $89.5 萬 | 0.6% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 13,331 | $88.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,842 | $87.5 萬 | 0.6% | +325+7.2% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,628 | $84.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,248 | $83.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,578 | $79.6 萬 | 0.6% | +497+23.9% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 17,503 | $79.2 萬 | 0.6% | −465−2.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,256 | $79.0 萬 | 0.6% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 9,143 | $77.7 萬 | 0.6% | +374+4.3% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 10,890 | $77.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,334 | $77.1 萬 | 0.5% | −250−1.2% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 2,991 | $77.0 萬 | 0.5% | −1,743−36.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,650 | $75.6 萬 | 0.5% | +45+1.2% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 2,970 | $73.1 萬 | 0.5% | +47+1.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 2,956 | $72.3 萬 | 0.5% | +21+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,580 | $72.1 萬 | 0.5% | −40−0.5% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 8,454 | $71.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,792 | $70.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 5,110 | $69.3 萬 | 0.5% | −3,605−41.4% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 14,253 | $65.9 萬 | 0.5% | +456+3.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,849 | $64.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 19,335 | $62.3 萬 | 0.4% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 7,096 | $61.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,328 | $61.3 萬 | 0.4% | +127+5.8% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,170 | $60.8 萬 | 0.4% | +100+0.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,813 | $60.5 萬 | 0.4% | +1,397+13.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,256 | $60.2 萬 | 0.4% | +91+4.2% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,486 | $57.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,640 | $56.3 萬 | 0.4% | +92+5.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,810 | $56.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 4,617 | $54.5 萬 | 0.4% | −88−1.9% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 14,797 | $54.0 萬 | 0.4% | +12+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,110 | $54.0 萬 | 0.4% | +24+2.2% | 加碼 | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 9,140 | $53.6 萬 | 0.4% | −370−3.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,462 | $51.4 萬 | 0.4% | 00.0% | 不變 | – |
| WDAYWorkday, Inc. | CL A | 3,017 | $50.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,535 | $50.2 萬 | 0.4% | −875−7.7% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。