Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/17 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 292
- 較 2023 年第 3 季 +4
- 總值
- $1.54 億
- 較 2023 年第 3 季 +$1,403 萬 (+10.0%)
| 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 | $652.3 萬 | 4.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,238 | $361.4 萬 | 2.3% | −10−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,754 | $329.2 萬 | 2.1% | −286−3.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,313 | $309.7 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,783 | $286.4 萬 | 1.9% | −130−2.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,050 | $259.1 萬 | 1.7% | −200−1.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,315 | $224.3 萬 | 1.5% | −294−3.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 11,503 | $221.5 萬 | 1.4% | −275−2.3% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 9,349 | $220.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,130 | $210.8 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| WKWorkiva Inc | COM CL A | 20,264 | $205.7 萬 | 1.3% | −70−0.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 13,445 | $198.2 萬 | 1.3% | −175−1.3% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 11,165 | $197.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,459 | $194.7 萬 | 1.3% | +2,881+111.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,470 | $189.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,435 | $187.7 萬 | 1.2% | −15−0.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,176 | $179.4 萬 | 1.2% | −135−2.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,682 | $177.0 萬 | 1.1% | −8−0.3% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,904 | $174.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,570 | $173.9 萬 | 1.1% | −15−0.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,529 | $171.2 萬 | 1.1% | −50−0.6% | 減碼 | – |
| WMTWalmart Inc. | Stock | 10,788 | $170.1 萬 | 1.1% | −175−1.6% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 10,730 | $166.7 萬 | 1.1% | −45−0.4% | 減碼 | – |
| HONHoneywell International Inc | COM | 7,928 | $166.3 萬 | 1.1% | −280−3.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 4,078 | $163.1 萬 | 1.1% | −180−4.2% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 7,458 | $160.4 萬 | 1.0% | −170−2.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,960 | $155.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,160 | $154.8 萬 | 1.0% | −2,150−7.1% | 減碼 | – |
| STRLSterling Infrastructure, Inc. | COM | 17,525 | $154.1 萬 | 1.0% | +17,525 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,270 | $150.6 萬 | 1.0% | −12−0.4% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,984 | $150.2 萬 | 1.0% | +1,984 | 新進 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 7,348 | $148.3 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,237 | $148.1 萬 | 1.0% | −20−0.2% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 25,635 | $147.8 萬 | 1.0% | −561−2.1% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,814 | $146.1 萬 | 0.9% | −315−14.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,549 | $145.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,560 | $144.3 萬 | 0.9% | −120−0.6% | 減碼 | – |
| CVXChevron Corp | Stock | 9,508 | $141.8 萬 | 0.9% | −250−2.6% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,753 | $140.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 24,344 | $140.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 28,489 | $136.5 萬 | 0.9% | +79+0.3% | 加碼 | – |
| DHRDanaher Corp | Stock | 5,712 | $132.1 萬 | 0.9% | −112−1.9% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 17,080 | $132.1 萬 | 0.9% | −95−0.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,882 | $131.0 萬 | 0.8% | −75−1.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,974 | $130.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 4,585 | $130.3 萬 | 0.8% | +4,585 | 新進 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 7,459 | $128.5 萬 | 0.8% | −615−7.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 11,011 | $128.0 萬 | 0.8% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | COM | 1,556 | $126.3 萬 | 0.8% | −5−0.3% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 7,770 | $124.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 16,505 | $124.4 萬 | 0.8% | −375−2.2% | 減碼 | – |
| RPMRPM International Inc | COM | 11,093 | $123.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,281 | $123.3 萬 | 0.8% | −43−0.2% | 減碼 | – |
| WMWaste Management Inc | Stock | 6,840 | $122.5 萬 | 0.8% | −35−0.5% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 9,415 | $122.4 萬 | 0.8% | +165+1.8% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,834 | $121.9 萬 | 0.8% | +146+3.1% | 加碼 | – |
| JJacobs Solutions Inc. | COM | 9,174 | $119.1 萬 | 0.8% | −475−4.9% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 20,640 | $119.0 萬 | 0.8% | −100−0.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,456 | $117.8 萬 | 0.8% | −330−5.7% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 8,740 | $117.6 萬 | 0.8% | −445−4.8% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,454 | $116.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,164 | $114.9 萬 | 0.7% | −42−1.9% | 減碼 | 歷史 |
| RHIRobert Half Inc. | COM | 13,049 | $114.7 萬 | 0.7% | −1,671−11.4% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,020 | $113.1 萬 | 0.7% | 00.0% | 不變 | – |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 44,035 | $104.0 萬 | 0.7% | −9,340−17.5% | 減碼 | – |
| KEYKeycorp | COM | 70,315 | $101.3 萬 | 0.7% | −4,675−6.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 10,848 | $101.2 萬 | 0.7% | −50−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,224 | $91.2 萬 | 0.6% | −510−7.6% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 16,520 | $90.1 萬 | 0.6% | +16,520 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 12,379 | $89.7 萬 | 0.6% | −1,152−8.5% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 15,423 | $89.2 萬 | 0.6% | −80−0.5% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,955 | $88.9 萬 | 0.6% | −415−9.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,941 | $88.1 萬 | 0.6% | −15−0.5% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,792 | $87.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,515 | $86.3 萬 | 0.6% | −135−3.7% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,236 | $83.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,017 | $83.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,856 | $82.5 萬 | 0.5% | −450−8.5% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 11,030 | $82.1 萬 | 0.5% | −60−0.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,256 | $79.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 12,590 | $76.5 萬 | 0.5% | −925−6.8% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 15,277 | $73.9 萬 | 0.5% | −560−3.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,428 | $72.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,809 | $71.1 萬 | 0.5% | −415−5.7% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 17,537 | $70.5 萬 | 0.5% | −635−3.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,275 | $66.9 萬 | 0.4% | −981−5.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,527 | $66.7 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,420 | $63.7 萬 | 0.4% | −3,410−21.5% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,180 | $57.5 萬 | 0.4% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 1,465 | $56.5 萬 | 0.4% | −150−9.3% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 4,667 | $54.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 4,690 | $54.0 萬 | 0.4% | −420−8.2% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 14,535 | $53.7 萬 | 0.3% | −4,800−24.8% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 5,700 | $53.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 4,810 | $52.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 787 | $49.2 萬 | 0.3% | +5+0.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,423 | $49.0 萬 | 0.3% | −923−14.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 2,269 | $47.8 萬 | 0.3% | −169−6.9% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,966 | $47.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,350 | $46.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（11 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 20,058 | $116.4 萬 | 0.8% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,156 | $90.2 萬 | 0.6% | 歷史 |
| DVNDevon Energy Corp | Stock | 15,519 | $74.0 萬 | 0.5% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,575 | $59.8 萬 | 0.4% | 歷史 |
| CCitigroup Inc | Stock | 14,518 | $59.7 萬 | 0.4% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,722 | $21.8 萬 | 0.2% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,605 | $16.5 萬 | 0.1% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 857 | $3.96 萬 | <0.1% | – |
| HBANHuntington Bancshares Inc | COM | 2,000 | $2.08 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 135 | $1.51 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 50 | $2,764 | <0.1% | 歷史 |