Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/11 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 292
- 較 2023 年第 1 季 −2
- 總值
- $1.50 億
- 較 2023 年第 1 季 +$646.7 萬 (+4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WTBAWest Bancorporation Inc | CAP STK | 313,284 | $576.8 萬 | 3.9% | −1,000−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,040 | $307.8 萬 | 2.1% | +285+3.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,127 | $271.2 萬 | 1.8% | −60−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,963 | $252.2 萬 | 1.7% | −1,256−17.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,313 | $249.2 萬 | 1.7% | +1,280+31.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 20,639 | $235.1 萬 | 1.6% | −1,785−8.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,750 | $227.9 萬 | 1.5% | −2,590−18.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,250 | $224.9 萬 | 1.5% | +8,480+96.7% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 20,334 | $206.7 萬 | 1.4% | +11,880+140.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 20,112 | $197.0 萬 | 1.3% | −63−0.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,714 | $195.3 萬 | 1.3% | +275+2.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,350 | $188.5 萬 | 1.3% | +260+3.2% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 26,021 | $177.3 萬 | 1.2% | +675+2.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,310 | $173.2 萬 | 1.2% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 4,258 | $172.5 萬 | 1.2% | +50+1.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,293 | $172.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 6,980 | $171.7 萬 | 1.1% | +235+3.5% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 7,628 | $168.7 萬 | 1.1% | +100+1.3% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,149 | $168.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 10,713 | $168.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,393 | $167.5 萬 | 1.1% | +50+0.9% | 加碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 11,240 | $164.5 萬 | 1.1% | −500−4.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,320 | $161.1 萬 | 1.1% | +140+1.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,579 | $160.7 萬 | 1.1% | +875+11.4% | 加碼 | – |
| NXPINXP Semiconductors N.V. | COM | 7,585 | $155.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 9,758 | $153.5 萬 | 1.0% | +280+3.0% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 10,850 | $152.8 萬 | 1.0% | −1,145−9.5% | 減碼 | – |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 64,743 | $152.3 萬 | 1.0% | −750−1.1% | 減碼 | – |
| ANETArista Networks, Inc. | COM | 9,349 | $151.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 7,954 | $151.2 萬 | 1.0% | +400+5.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 20,680 | $151.0 萬 | 1.0% | +600+3.0% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 5,904 | $150.9 萬 | 1.0% | +270+4.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,976 | $147.7 萬 | 1.0% | +2,685+9.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,010 | $144.7 萬 | 1.0% | −200−6.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,558 | $144.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,615 | $140.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 5,824 | $139.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 24,724 | $138.7 萬 | 0.9% | 00.0% | 不變 | – |
| BIIBBiogen Inc. | COM | 4,840 | $137.9 萬 | 0.9% | −1,270−20.8% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 23,964 | $137.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 46,810 | $134.3 萬 | 0.9% | +400+0.9% | 加碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 23,740 | $131.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 17,880 | $129.6 萬 | 0.9% | +2,150+13.7% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 3,282 | $128.0 萬 | 0.9% | +40+1.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,599 | $125.1 萬 | 0.8% | +350+4.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,257 | $122.1 萬 | 0.8% | +390+4.0% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,111 | $122.0 萬 | 0.8% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 6,875 | $119.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,370 | $116.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,206 | $115.1 萬 | 0.8% | +67+3.1% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 9,649 | $114.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,688 | $113.8 萬 | 0.8% | −250−5.1% | 減碼 | – |
| NEENextera Energy Inc | Stock | 15,265 | $113.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,786 | $112.2 萬 | 0.7% | −550−8.7% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,454 | $111.4 萬 | 0.7% | +200+4.7% | 加碼 | 歷史 |
| RHIRobert Half Inc. | COM | 14,720 | $110.7 萬 | 0.7% | −42−0.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,571 | $108.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 9,250 | $108.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RPMRPM International Inc | COM | 11,893 | $106.7 萬 | 0.7% | −1,000−7.8% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,020 | $106.7 萬 | 0.7% | −75−0.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,959 | $105.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,974 | $105.1 萬 | 0.7% | +125+2.6% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 9,185 | $104.6 萬 | 0.7% | −960−9.5% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,753 | $104.2 萬 | 0.7% | +125+4.8% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,081 | $101.5 萬 | 0.7% | +40+1.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 13,531 | $98.7 萬 | 0.7% | +200+1.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,306 | $98.3 萬 | 0.7% | +219+4.3% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 4,700 | $97.4 萬 | 0.7% | +35+0.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 10,898 | $93.1 萬 | 0.6% | +625+6.1% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,348 | $92.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 2,956 | $90.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,578 | $87.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 17,480 | $87.7 萬 | 0.6% | −200−1.1% | 減碼 | – |
| BSXBoston Scientific Corp | Stock | 15,503 | $83.9 萬 | 0.6% | +750+5.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 20,256 | $82.4 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,334 | $80.4 萬 | 0.5% | 00.0% | 不變 | – |
| QRVOQorvo, Inc. | Stock | 7,792 | $79.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 16,319 | $78.9 萬 | 0.5% | +175+1.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,170 | $76.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,650 | $74.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,428 | $72.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RIORio Tinto PLC | ADR | 11,090 | $70.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,224 | $69.8 萬 | 0.5% | +1,670+30.1% | 加碼 | – |
| ACNAccenture plc | Stock | 2,256 | $69.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 75,220 | $69.5 萬 | 0.5% | −7,300−8.8% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 15,073 | $69.4 萬 | 0.5% | −2,100−12.2% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 19,335 | $68.9 萬 | 0.5% | 00.0% | 不變 | – |
| WDAYWorkday, Inc. | CL A | 3,017 | $68.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,236 | $63.1 萬 | 0.4% | −250−7.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,527 | $62.2 萬 | 0.4% | +65+4.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 6,596 | $58.9 萬 | 0.4% | −500−7.0% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 5,110 | $58.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 8,290 | $53.9 萬 | 0.4% | −850−9.3% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,180 | $53.3 萬 | 0.4% | +1,850+17.9% | 加碼 | – |
| NKENIKE, Inc. | Stock | 4,810 | $53.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,640 | $52.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,150 | $52.5 萬 | 0.4% | −385−3.7% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,575 | $52.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,110 | $51.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 15,837 | $50.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（6 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TGTTarget Corp | Stock | 8,784 | $145.5 萬 | 1.0% | 歷史 |
| SMTCSemtech Corp | Stock | 10,515 | $25.4 萬 | 0.2% | 歷史 |
| iShares Inc464286871 | MSCI HONG KG ETF | 6,375 | $13.1 萬 | 0.1% | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 1,760 | $10.8 萬 | 0.1% | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 900 | $4.44 萬 | <0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 300 | $2.18 萬 | <0.1% | – |