Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/24 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 294
- 較 2022 年第 4 季 −9
- 總值
- $1.43 億
- 較 2022 年第 4 季 +$265.3 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 | 314,284 | $574.2 萬 | 4.0% | −4,000−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,755 | $252.4 萬 | 1.8% | −915−9.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 14,340 | $236.5 萬 | 1.6% | −1,664−10.4% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 22,424 | $219.8 萬 | 1.5% | −3,702−14.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,187 | $204.5 萬 | 1.4% | −30−0.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,219 | $200.5 萬 | 1.4% | +250+3.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 20,175 | $197.6 萬 | 1.4% | +150+0.7% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 7,528 | $176.9 萬 | 1.2% | +25+0.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 4,208 | $173.7 萬 | 1.2% | −315−7.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,310 | $171.0 萬 | 1.2% | 00.0% | 不變 | – |
| BIIBBiogen Inc. | COM | 6,110 | $169.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| NSITInsight Enterprises Inc | COM | 11,740 | $167.8 萬 | 1.2% | −1,100−8.6% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 11,995 | $164.4 萬 | 1.1% | −1,250−9.4% | 減碼 | – |
| FSLRFirst Solar, Inc. | Stock | 7,554 | $164.3 萬 | 1.1% | −726−8.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,090 | $161.8 萬 | 1.1% | +160+2.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,439 | $161.7 萬 | 1.1% | +705+8.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,293 | $158.5 萬 | 1.1% | +125+1.5% | 加碼 | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 65,493 | $158.3 萬 | 1.1% | −19,260−22.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 10,713 | $158.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,343 | $157.7 萬 | 1.1% | +130+2.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 9,349 | $156.9 萬 | 1.1% | −1,950−17.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,558 | $156.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 2,149 | $155.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 9,478 | $154.6 萬 | 1.1% | +260+2.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,745 | $154.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| JCIJohnson Controls International plc | Stock | 25,346 | $152.6 萬 | 1.1% | +145+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,210 | $151.7 萬 | 1.1% | −100−3.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,824 | $146.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 8,784 | $145.5 萬 | 1.0% | +400+4.8% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,585 | $141.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 20,080 | $140.4 萬 | 1.0% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 4,033 | $138.5 萬 | 1.0% | +50+1.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,704 | $137.4 萬 | 1.0% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 13,180 | $137.1 萬 | 1.0% | −125−0.9% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 24,724 | $136.5 萬 | 1.0% | −20,825−45.7% | 減碼 | – |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 23,740 | $134.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 46,410 | $132.7 萬 | 0.9% | +500+1.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,291 | $132.3 萬 | 0.9% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 2,615 | $129.9 萬 | 0.9% | +75+3.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,336 | $129.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 23,964 | $129.4 萬 | 0.9% | −200−0.8% | 減碼依 2 比 1 拆股換算 | 歷史 |
| VLOValero Energy Corp | Stock | 9,250 | $129.1 萬 | 0.9% | −390−4.0% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,867 | $125.9 萬 | 0.9% | +200+2.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,139 | $123.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,370 | $121.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RHIRobert Half Inc. | COM | 14,762 | $118.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,111 | $118.0 萬 | 0.8% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 15,265 | $117.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 9,649 | $113.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,634 | $112.5 萬 | 0.8% | −1,284−18.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,730 | $112.5 萬 | 0.8% | 00.0% | 不變 | – |
| RPMRPM International Inc | COM | 12,893 | $112.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 6,875 | $112.2 萬 | 0.8% | +6,835+17,087.5% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,938 | $112.0 萬 | 0.8% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 3,242 | $109.0 萬 | 0.8% | −250−7.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,249 | $107.5 萬 | 0.7% | +30+0.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,571 | $105.1 萬 | 0.7% | +50+3.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,254 | $103.6 萬 | 0.7% | −951−18.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,959 | $103.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 82,520 | $103.3 萬 | 0.7% | +82,520 | 新進 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,095 | $102.4 萬 | 0.7% | −500−3.2% | 減碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 10,145 | $99.7 萬 | 0.7% | −130−1.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,849 | $96.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,628 | $95.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 4,665 | $95.3 萬 | 0.7% | +4,665 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 13,331 | $92.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,087 | $92.7 萬 | 0.6% | +245+5.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,770 | $90.6 萬 | 0.6% | +190+2.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 10,273 | $90.2 萬 | 0.6% | +1,130+12.4% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,348 | $89.4 萬 | 0.6% | +100+1.4% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,680 | $89.4 萬 | 0.6% | −275−1.5% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 3,041 | $89.2 萬 | 0.6% | +50+1.7% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 8,454 | $86.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 2,956 | $84.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,256 | $81.8 萬 | 0.6% | 00.0% | 不變 | – |
| DVNDevon Energy Corp | Stock | 16,144 | $81.7 萬 | 0.6% | +160+1.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 17,173 | $80.5 萬 | 0.6% | −330−1.9% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,334 | $80.2 萬 | 0.6% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,578 | $79.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,792 | $79.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,486 | $78.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RIORio Tinto PLC | ADR | 11,090 | $76.1 萬 | 0.5% | +200+1.8% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 14,753 | $73.8 萬 | 0.5% | +500+3.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,650 | $73.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 12,170 | $73.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 7,096 | $71.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 5,110 | $68.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,428 | $67.9 萬 | 0.5% | +100+4.3% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 19,335 | $67.3 萬 | 0.5% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 2,256 | $64.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,017 | $62.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 2,955 | $62.2 萬 | 0.4% | −15−0.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,810 | $59.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 9,140 | $58.1 萬 | 0.4% | 00.0% | 不變 | – |
| HRBH&R Block Inc | COM | 15,837 | $55.8 萬 | 0.4% | +1,040+7.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,535 | $55.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,462 | $55.0 萬 | 0.4% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 1,640 | $53.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,110 | $52.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,691 | $51.4 萬 | 0.4% | +150+3.3% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（13 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 8,187 | $144.6 萬 | 1.0% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,950 | $109.8 萬 | 0.8% | 歷史 |
| ABBVAbbVie Inc. | Stock | 472 | $7.63 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 354 | $3.04 萬 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 529 | $2.01 萬 | <0.1% | 歷史 |
| DXCMDexcom Inc | COM | 154 | $1.74 萬 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 172 | $1.63 萬 | <0.1% | 歷史 |
| AAgilent Technologies, Inc. | COM | 108 | $1.62 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 64 | $1.33 萬 | <0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 63 | $5,850 | <0.1% | 歷史 |
| LLoews Corp | COM | 57 | $3,325 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 67 | $2,728 | <0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 12 | $1,478 | <0.1% | 歷史 |