Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/11 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 288
- 較 2023 年第 2 季 −4
- 總值
- $1.40 億
- 較 2023 年第 2 季 −$951.9 萬 (−6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WTBAWest Bancorporation Inc | CAP STK | 307,679 | $501.8 萬 | 3.6% | −5,605−1.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,040 | $285.4 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,313 | $285.4 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,248 | $269.8 萬 | 1.9% | +121+3.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,913 | $257.2 萬 | 1.8% | −50−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,250 | $219.3 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| WKWorkiva Inc | COM CL A | 20,334 | $206.1 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 9,609 | $204.9 萬 | 1.5% | −105−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,778 | $201.7 萬 | 1.4% | +28+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,130 | $194.6 萬 | 1.4% | +150+2.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,470 | $177.6 萬 | 1.3% | +150+1.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,450 | $175.6 萬 | 1.3% | +100+1.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,963 | $175.3 萬 | 1.2% | +250+2.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 9,349 | $172.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 9,758 | $164.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| NSITInsight Enterprises Inc | COM | 11,165 | $162.5 萬 | 1.2% | −75−0.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 30,310 | $162.3 萬 | 1.2% | −1,000−3.2% | 減碼 | – |
| DEDeere & Co | Stock | 4,258 | $160.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,311 | $160.5 萬 | 1.1% | −82−1.5% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 7,628 | $154.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 2,129 | $154.6 萬 | 1.1% | −20−0.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,690 | $152.0 萬 | 1.1% | +75+2.9% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,585 | $151.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 8,208 | $151.6 萬 | 1.1% | −85−1.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,579 | $151.6 萬 | 1.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 2,960 | $149.2 萬 | 1.1% | −50−1.7% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 10,775 | $146.1 萬 | 1.0% | −75−0.7% | 減碼 | – |
| DHRDanaher Corp | Stock | 5,824 | $144.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 13,620 | $140.0 萬 | 1.0% | −7,019−34.0% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 26,196 | $139.4 萬 | 1.0% | +175+0.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,904 | $138.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 9,649 | $131.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 9,250 | $131.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 8,074 | $130.5 萬 | 0.9% | +120+1.5% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,680 | $129.4 萬 | 0.9% | −2,000−9.7% | 減碼 | – |
| MNSTMonster Beverage Corp | COM | 24,344 | $128.9 萬 | 0.9% | +380+1.6% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,282 | $127.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 28,410 | $124.2 萬 | 0.9% | −3,566−11.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,549 | $124.0 萬 | 0.9% | −50−0.6% | 減碼 | 歷史 |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 53,375 | $123.8 萬 | 0.9% | −11,368−17.6% | 減碼 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 17,175 | $116.9 萬 | 0.8% | +17,175 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 42,580 | $116.6 萬 | 0.8% | −4,230−9.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 20,058 | $116.4 萬 | 0.8% | −2,500−11.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 16,880 | $116.3 萬 | 0.8% | −1,000−5.6% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,957 | $115.7 萬 | 0.8% | +3,697+1,421.9% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,011 | $114.9 萬 | 0.8% | −100−0.9% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 7,348 | $114.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,324 | $114.1 萬 | 0.8% | −3,400−13.8% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 10,257 | $113.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,206 | $111.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 9,185 | $111.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 7,770 | $108.8 萬 | 0.8% | −600−7.2% | 減碼 | 歷史 |
| RHIRobert Half Inc. | COM | 14,720 | $107.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,753 | $106.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RPMRPM International Inc | COM | 11,093 | $105.2 萬 | 0.7% | −800−6.7% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,688 | $105.1 萬 | 0.7% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 6,875 | $104.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 20,740 | $104.0 萬 | 0.7% | −3,000−12.6% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,454 | $102.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,020 | $101.7 萬 | 0.7% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | COM | 1,561 | $100.9 萬 | 0.7% | −10−0.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,974 | $100.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 4,370 | $100.3 萬 | 0.7% | −330−7.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,734 | $98.2 萬 | 0.7% | −225−3.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,786 | $95.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 13,531 | $93.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,578 | $90.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,156 | $90.2 萬 | 0.6% | +75+2.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,306 | $89.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 10,898 | $89.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 15,503 | $81.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 2,956 | $80.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 74,990 | $80.7 萬 | 0.6% | −230−0.3% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 15,830 | $78.9 萬 | 0.6% | −1,650−9.4% | 減碼 | – |
| NEENextera Energy Inc | Stock | 13,515 | $77.4 萬 | 0.6% | −1,750−11.5% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,792 | $74.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,650 | $74.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 15,519 | $74.0 萬 | 0.5% | −800−4.9% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 11,090 | $70.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 2,256 | $69.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 18,172 | $69.0 萬 | 0.5% | −2,162−10.6% | 減碼 | – |
| HRBH&R Block Inc | COM | 15,837 | $68.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,256 | $67.7 萬 | 0.5% | −3,000−14.8% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,224 | $66.0 萬 | 0.5% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 19,335 | $65.7 萬 | 0.5% | 00.0% | 不變 | – |
| WDAYWorkday, Inc. | CL A | 3,017 | $64.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,236 | $64.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,428 | $64.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,527 | $60.0 萬 | 0.4% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,575 | $59.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 14,518 | $59.7 萬 | 0.4% | −555−3.7% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 4,667 | $55.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,691 | $55.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,615 | $52.3 萬 | 0.4% | −25−1.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,346 | $51.4 萬 | 0.4% | −250−3.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,700 | $50.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,180 | $50.4 萬 | 0.4% | 00.0% | 不變 | – |
| STZConstellation Brands, Inc. | Stock | 1,966 | $49.4 萬 | 0.4% | +100+5.4% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 2,438 | $48.8 萬 | 0.3% | −50−2.0% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 5,110 | $47.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（6 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 20,112 | $197.0 萬 | 1.3% | 歷史 |
| MUMicron Technology Inc | Stock | 12,170 | $76.8 萬 | 0.5% | 歷史 |
| DGDollar General Corp | COM | 2,255 | $38.3 萬 | 0.3% | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 570 | $1.46 萬 | <0.1% | – |
| KDKyndryl Holdings, Inc. | Stock | 322 | $4,277 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 143 | $2,976 | <0.1% | 歷史 |