Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/6 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 286
- 較 2024 年第 1 季 −31
- 總值
- $1.70 億
- 較 2024 年第 1 季 −$128.8 萬 (−0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 52,870 | $653.2 萬 | 3.9% | −880−1.6% | 減碼依 10 比 1 拆股換算 | 歷史 |
| WTBAWest Bancorporation Inc | CAP STK | 302,519 | $541.5 萬 | 3.2% | −1,660−0.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,897 | $465.1 萬 | 2.7% | −90−3.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,632 | $385.8 萬 | 2.3% | −118−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,846 | $325.5 萬 | 1.9% | −288−1.7% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 9,091 | $318.6 萬 | 1.9% | −273−2.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,462 | $313.4 萬 | 1.8% | −828−19.3% | 減碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 3,562 | $291.9 萬 | 1.7% | −13−0.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,248 | $290.0 萬 | 1.7% | +6+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,924 | $281.7 萬 | 1.7% | +8+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,136 | $237.7 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 34,153 | $231.3 萬 | 1.4% | +215+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,647 | $225.0 萬 | 1.3% | −20−0.7% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 11,086 | $219.9 萬 | 1.3% | −15−0.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,982 | $210.6 萬 | 1.2% | −436−3.2% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 17,687 | $209.3 萬 | 1.2% | +70.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,056 | $205.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 1,995 | $204.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,570 | $203.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,187 | $202.9 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 22,458 | $194.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,032 | $191.7 萬 | 1.1% | +20+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,916 | $187.8 萬 | 1.1% | −438−4.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,345 | $184.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,324 | $183.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,745 | $178.7 萬 | 1.1% | +30+0.3% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 6,613 | $178.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 19,121 | $177.3 萬 | 1.0% | +18,357+2,402.7% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,935 | $175.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,530 | $173.1 萬 | 1.0% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 8,540 | $172.7 萬 | 1.0% | +9+0.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,389 | $171.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,596 | $161.1 萬 | 0.9% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,143 | $159.5 萬 | 0.9% | −335−1.2% | 減碼 | – |
| JCIJohnson Controls International plc | Stock | 23,672 | $157.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,965 | $156.6 萬 | 0.9% | +65+1.1% | 加碼 | – |
| DEDeere & Co | Stock | 4,094 | $153.0 萬 | 0.9% | +6+0.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,962 | $150.8 萬 | 0.9% | +5+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,980 | $149.4 萬 | 0.9% | +9,069+231.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,379 | $149.0 萬 | 0.9% | 00.0% | 不變 | – |
| FSLRFirst Solar, Inc. | Stock | 6,577 | $148.3 萬 | 0.9% | +10+0.2% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,730 | $148.2 萬 | 0.9% | 00.0% | 不變 | – |
| VLOValero Energy Corp | Stock | 9,415 | $147.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 5,198 | $146.8 萬 | 0.9% | −2,150−29.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,834 | $145.8 萬 | 0.9% | +14+0.2% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 29,917 | $145.4 萬 | 0.9% | +26,225+710.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 56,510 | $143.1 萬 | 0.8% | +85+0.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,608 | $140.1 萬 | 0.8% | −24−0.4% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 9,112 | $138.5 萬 | 0.8% | +30.0% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,821 | $137.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 8,658 | $135.4 萬 | 0.8% | +20+0.2% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,781 | $130.2 萬 | 0.8% | 00.0% | 不變 | – |
| HPEHewlett Packard Enterprise Co | COM | 60,825 | $128.8 萬 | 0.8% | +60,825 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 16,400 | $128.5 萬 | 0.8% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 16,395 | $127.7 萬 | 0.8% | +20+0.1% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,008 | $126.7 萬 | 0.7% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | COM | 1,559 | $122.7 萬 | 0.7% | +3+0.2% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,950 | $122.4 萬 | 0.7% | −775−10.0% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 24,344 | $121.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,143 | $118.5 萬 | 0.7% | −10−0.5% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 10,848 | $116.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,940 | $116.3 萬 | 0.7% | 00.0% | 不變 | – |
| JJacobs Solutions Inc. | COM | 8,219 | $114.8 萬 | 0.7% | −30−0.4% | 減碼 | 歷史 |
| TMToyota Motor Corp | ADS | 5,526 | $113.3 萬 | 0.7% | +25+0.5% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 14,023 | $108.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CLSCelestica Inc | Stock | 18,345 | $105.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,429 | $104.9 萬 | 0.6% | −5−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,741 | $100.3 萬 | 0.6% | +170+0.9% | 加碼 | – |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 19,890 | $99.3 萬 | 0.6% | −100−0.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,916 | $99.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 16,521 | $94.3 萬 | 0.6% | +10+0.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 9,658 | $93.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,313 | $85.4 萬 | 0.5% | +10,183+198.5% | 加碼 | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 65,775 | $84.8 萬 | 0.5% | +64,215+4,116.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,925 | $84.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,114 | $84.3 萬 | 0.5% | −610−10.7% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 15,277 | $82.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 12,379 | $81.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,876 | $80.4 萬 | 0.5% | +10+0.2% | 加碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 6,906 | $80.1 萬 | 0.5% | −40−0.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,809 | $75.1 萬 | 0.4% | 00.0% | 不變 | – |
| RIORio Tinto PLC | ADR | 11,030 | $72.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,202 | $70.9 萬 | 0.4% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 3,035 | $68.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,320 | $68.3 萬 | 0.4% | −666−22.3% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,029 | $67.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GCTGigaCloud Technology Inc | Stock | 21,255 | $64.7 萬 | 0.4% | +21,255 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,428 | $61.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WKWorkiva Inc | COM CL A | 8,454 | $61.7 萬 | 0.4% | −10,710−55.9% | 減碼 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 24,247 | $60.9 萬 | 0.4% | +1,950+8.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,400 | $59.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 5,175 | $59.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,152 | $57.6 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,080 | $57.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,130 | $57.0 萬 | 0.3% | −740−6.2% | 減碼 | – |
| ACNAccenture plc | Stock | 1,873 | $56.8 萬 | 0.3% | −15−0.8% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 14,365 | $55.2 萬 | 0.3% | +22+0.2% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,190 | $53.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 807 | $53.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CCJCameco Corp | Stock | 10,078 | $49.6 萬 | 0.3% | +10,078 | 新進 | 歷史 |
2024 年第 1 季之後清倉（40 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 2,753 | $107.5 萬 | 0.6% | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,442 | $107.5 萬 | 0.6% | 歷史 |
| RHIRobert Half Inc. | COM | 13,011 | $103.2 萬 | 0.6% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,910 | $102.6 萬 | 0.6% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,741 | $35.7 萬 | 0.2% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,250 | $31.2 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 10,813 | $30.0 萬 | 0.2% | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 6,380 | $28.9 萬 | 0.2% | – |
| IBMInternational Business Machines Corp | Stock | 1,448 | $27.7 萬 | 0.2% | 歷史 |
| MDTMedtronic plc | Stock | 2,365 | $20.6 萬 | 0.1% | 歷史 |
| AELAmerican National Group Inc. | COM | 3,000 | $16.9 萬 | 0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 3,321 | $14.8 萬 | 0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 625 | $8.35 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 1,081 | $8.29 萬 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 505 | $4.34 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 128 | $3.10 萬 | <0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 86 | $2.48 萬 | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 200 | $1.89 萬 | <0.1% | – |
| BKNGBooking Holdings Inc. | Stock | 5 | $1.81 萬 | <0.1% | 歷史 |
| iShares Tr464288711 | GLOB UTILITS ETF | 233 | $1.38 萬 | <0.1% | – |
| FNVFranco Nevada Corp | Stock | 100 | $1.19 萬 | <0.1% | 歷史 |
| BABoeing Co | Stock | 60 | $1.16 萬 | <0.1% | 歷史 |
| Legg Mason ETF Invt Tr524682101 | CLRBRG GWT ETF | 200 | $1.04 萬 | <0.1% | – |
| KMXCarMax Inc | COM | 97 | $8,450 | <0.1% | 歷史 |
| TELTE Connectivity plc | REG SHS | 50 | $7,262 | <0.1% | 歷史 |
| TDToronto Dominion Bank | Stock | 110 | $6,642 | <0.1% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 125 | $6,463 | <0.1% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 400 | $6,252 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 23 | $5,692 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 70 | $5,131 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 90 | $4,518 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 50 | $3,799 | <0.1% | – |
| LBRDALiberty Broadband Corp | COM SER A | 41 | $2,342 | <0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 100 | $1,521 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 83 | $1,461 | <0.1% | 歷史 |
| VTSVitesse Energy, Inc. | COMMON STOCK | 50 | $1,187 | <0.1% | 歷史 |
| HAINHain Celestial Group Inc | COM | 98 | $771 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 20 | $175 | <0.1% | 歷史 |
| EMBCEmbecta Corp. | Stock | 4 | $54 | <0.1% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 15 | $54 | <0.1% | 歷史 |