Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 293
- 較 2024 年第 2 季 +7
- 總值
- $1.86 億
- 較 2024 年第 2 季 +$1,605 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 54,130 | $657.4 萬 | 3.5% | +1,260+2.4% | 加碼 | 歷史 |
| WTBAWest Bancorporation Inc | CAP STK | 292,576 | $556.2 萬 | 3.0% | −9,943−3.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 29,735 | $512.9 萬 | 2.8% | +765+2.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| ANETArista Networks, Inc. | COM | 9,231 | $354.3 萬 | 1.9% | +140+1.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,951 | $342.1 萬 | 1.8% | −681−7.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,956 | $320.2 萬 | 1.7% | +32+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,857 | $314.1 萬 | 1.7% | +11+0.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,238 | $306.2 萬 | 1.6% | −10−0.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,407 | $301.8 萬 | 1.6% | −55−1.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,148 | $279.6 萬 | 1.5% | +12+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 34,182 | $276.0 萬 | 1.5% | +29+0.1% | 加碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 17,716 | $256.9 萬 | 1.4% | +29+0.2% | 加碼 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 132,430 | $249.1 萬 | 1.3% | +132,430 | 新進 | – |
| NSITInsight Enterprises Inc | COM | 11,086 | $238.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,659 | $235.7 萬 | 1.3% | +12+0.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,330 | $225.6 萬 | 1.2% | −15−0.2% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 22,458 | $223.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,332 | $216.1 萬 | 1.2% | +8+0.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,968 | $212.8 萬 | 1.1% | −14−0.1% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 56,880 | $211.6 萬 | 1.1% | +370+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,934 | $208.2 萬 | 1.1% | +18+0.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,056 | $207.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,219 | $203.4 萬 | 1.1% | −170−5.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,930 | $193.1 萬 | 1.0% | −5−0.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,052 | $191.9 萬 | 1.0% | +20+0.2% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 6,578 | $191.4 萬 | 1.0% | −35−0.5% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 19,129 | $189.0 萬 | 1.0% | +80.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,525 | $188.3 萬 | 1.0% | −5−0.1% | 減碼 | – |
| JCIJohnson Controls International plc | Stock | 23,672 | $183.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,570 | $181.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,535 | $180.0 萬 | 1.0% | −5−0.1% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,971 | $174.1 萬 | 0.9% | +375+1.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,968 | $173.5 萬 | 0.9% | +6+0.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,162 | $172.8 萬 | 0.9% | −25−0.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 4,086 | $170.5 萬 | 0.9% | −8−0.2% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,965 | $169.4 萬 | 0.9% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 1,995 | $166.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 6,592 | $164.4 萬 | 0.9% | +15+0.2% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,829 | $162.3 萬 | 0.9% | +8+0.4% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,730 | $162.3 萬 | 0.9% | 00.0% | 不變 | – |
| WSMWilliams Sonoma Inc | COM | 10,396 | $161.1 萬 | 0.9% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,039 | $159.0 萬 | 0.9% | −340−1.8% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 6,206 | $158.2 萬 | 0.9% | +6,206 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 5,593 | $155.5 萬 | 0.8% | −15−0.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,250 | $154.7 萬 | 0.8% | −495−5.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,005 | $152.4 萬 | 0.8% | +25+0.2% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 16,210 | $152.1 萬 | 0.8% | −185−1.1% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 30,007 | $149.8 萬 | 0.8% | +90+0.3% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 9,122 | $147.6 萬 | 0.8% | +10+0.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,551 | $147.3 萬 | 0.8% | −8−0.5% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,930 | $143.0 萬 | 0.8% | −20−0.3% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,781 | $142.6 萬 | 0.8% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 6,834 | $141.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 66,930 | $136.9 萬 | 0.7% | +6,105+10.0% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,008 | $136.0 萬 | 0.7% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,970 | $133.6 萬 | 0.7% | −430−2.6% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,137 | $132.2 萬 | 0.7% | −6−0.3% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 10,848 | $131.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 17,645 | $128.8 萬 | 0.7% | +17,645 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 8,658 | $127.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 9,432 | $127.4 萬 | 0.7% | +17+0.2% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 24,344 | $127.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,940 | $124.1 萬 | 0.7% | 00.0% | 不變 | – |
| BNYBank of New York Mellon Corp | Stock | 16,393 | $117.8 萬 | 0.6% | +14,418+730.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 14,023 | $117.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,371 | $114.6 萬 | 0.6% | −58−1.3% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,151 | $109.9 萬 | 0.6% | +410+2.2% | 加碼 | – |
| JJacobs Solutions Inc. | COM | 8,219 | $107.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 17,595 | $106.6 萬 | 0.6% | +17,595 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 2,916 | $105.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 17,493 | $104.1 萬 | 0.6% | −10,650−37.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,330 | $101.2 萬 | 0.5% | +11,330 | 新進 | – |
| MSMorgan Stanley | Stock | 9,658 | $100.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 11,885 | $100.5 萬 | 0.5% | −40−0.3% | 減碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 18,190 | $98.1 萬 | 0.5% | −1,700−8.5% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 15,277 | $97.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CLSCelestica Inc | Stock | 18,395 | $94.0 萬 | 0.5% | +50+0.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,050 | $93.9 萬 | 0.5% | +1,025+4,100.0% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,320 | $92.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 65,800 | $89.8 萬 | 0.5% | +250.0% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,275 | $89.4 萬 | 0.5% | −38−0.2% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 11,555 | $85.1 萬 | 0.5% | −824−6.7% | 減碼 | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 24,065 | $81.9 萬 | 0.4% | +24,065 | 新進 | – |
| PGProcter & Gamble Co | Stock | 4,714 | $81.6 萬 | 0.4% | −400−7.8% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,809 | $79.9 萬 | 0.4% | 00.0% | 不變 | – |
| RIORio Tinto PLC | ADR | 11,030 | $78.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,611 | $78.4 萬 | 0.4% | −265−5.4% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,202 | $77.5 萬 | 0.4% | 00.0% | 不變 | – |
| CTRECareTrust REIT, Inc. | COM | 24,417 | $75.4 萬 | 0.4% | +170+0.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,035 | $74.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,029 | $74.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,428 | $73.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 6,812 | $70.4 萬 | 0.4% | −94−1.4% | 減碼 | 歷史 |
| TMToyota Motor Corp | ADS | 3,868 | $69.1 萬 | 0.4% | −1,658−30.0% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 8,454 | $66.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,873 | $66.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,423 | $63.7 萬 | 0.3% | +23+0.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,192 | $62.9 萬 | 0.3% | +40+3.5% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,080 | $62.2 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 14,665 | $60.3 萬 | 0.3% | +300+2.1% | 加碼 | – |
2024 年第 2 季之後清倉（6 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 4,810 | $36.3 萬 | 0.2% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,235 | $21.2 萬 | 0.1% | – |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 1,554 | $3.11 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 500 | $2.76 萬 | <0.1% | – |
| ADSKAutodesk, Inc. | COM | 38 | $9,404 | <0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 500 | $6,340 | <0.1% | 歷史 |