Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/22 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 298
- 較 2024 年第 3 季 +5
- 總值
- $1.92 億
- 較 2024 年第 3 季 +$610.8 萬 (+3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 54,380 | $730.3 萬 | 3.8% | +250+0.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 28,000 | $649.2 萬 | 3.4% | −1,735−5.8% | 減碼 | 歷史 |
| WTBAWest Bancorporation Inc | CAP STK | 266,001 | $575.9 萬 | 3.0% | −26,575−9.1% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 56,980 | $430.9 萬 | 2.2% | +100+0.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 36,924 | $408.1 萬 | 2.1% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,867 | $370.0 萬 | 1.9% | +10+0.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 10,982 | $361.2 萬 | 1.9% | +4,776+77.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,951 | $335.1 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,976 | $316.2 萬 | 1.6% | +20+0.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 34,212 | $309.1 萬 | 1.6% | +30+0.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,238 | $306.6 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 17,716 | $298.4 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,388 | $261.6 萬 | 1.4% | −19−0.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,148 | $259.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 22,658 | $257.4 萬 | 1.3% | +200+0.9% | 加碼 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 132,780 | $247.1 萬 | 1.3% | +350+0.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,659 | $243.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,934 | $223.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 12,124 | $220.6 萬 | 1.2% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,063 | $218.5 萬 | 1.1% | +11+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,332 | $207.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,930 | $205.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,219 | $204.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,535 | $204.6 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,205 | $202.5 萬 | 1.1% | −125−1.5% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 10,396 | $192.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,540 | $188.7 萬 | 1.0% | +15+0.2% | 加碼 | – |
| JCIJohnson Controls International plc | Stock | 23,672 | $186.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,250 | $176.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 32,890 | $174.5 萬 | 0.9% | 00.0% | 不變依 5 比 1 拆股換算 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,005 | $172.8 萬 | 0.9% | +40+0.7% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 19,154 | $172.5 萬 | 0.9% | +25+0.1% | 加碼 | – |
| EQIXEquinix Inc | COM | 1,829 | $172.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CLSCelestica Inc | Stock | 18,395 | $169.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 3,996 | $169.3 萬 | 0.9% | −90−2.2% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 11,086 | $168.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 9,122 | $161.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,730 | $159.7 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 18,039 | $159.5 萬 | 0.8% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 1,551 | $159.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,971 | $157.7 萬 | 0.8% | 00.0% | 不變 | – |
| NXPINXP Semiconductors N.V. | COM | 7,570 | $157.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,968 | $156.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,162 | $156.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,930 | $153.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,968 | $150.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 67,030 | $143.1 萬 | 0.7% | +100+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,005 | $139.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,781 | $139.4 萬 | 0.7% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 1,995 | $138.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,325 | $138.2 萬 | 0.7% | +5+0.2% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 17,585 | $135.9 萬 | 0.7% | −60−0.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,669 | $134.6 萬 | 0.7% | −165−2.4% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 10,748 | $132.3 萬 | 0.7% | −100−0.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,593 | $128.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 24,344 | $128.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 16,328 | $125.4 萬 | 0.7% | −65−0.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 8,658 | $125.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 14,023 | $125.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 44,820 | $124.2 萬 | 0.6% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,008 | $123.8 萬 | 0.6% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 15,665 | $122.5 萬 | 0.6% | −545−3.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 9,658 | $121.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,971 | $120.8 萬 | 0.6% | +10.0% | 加碼 | – |
| ACNAccenture plc | Stock | 3,358 | $118.1 萬 | 0.6% | +1,485+79.3% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 9,432 | $115.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 6,557 | $115.6 萬 | 0.6% | −35−0.5% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 30,007 | $114.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,050 | $111.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,371 | $110.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,129 | $110.8 萬 | 0.6% | −8−0.4% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 8,219 | $109.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 17,660 | $107.2 萬 | 0.6% | +65+0.4% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 2,916 | $105.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,330 | $101.2 萬 | 0.5% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 17,494 | $100.6 萬 | 0.5% | +10.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,152 | $100.0 萬 | 0.5% | +10.0% | 加碼 | – |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 18,190 | $96.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,809 | $86.3 萬 | 0.4% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 11,885 | $85.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 15,277 | $80.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,275 | $80.4 萬 | 0.4% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 4,714 | $79.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,029 | $78.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| OKLOOklo Inc. | COM CL A | 36,055 | $76.5 萬 | 0.4% | +36,055 | 新進 | 歷史 |
| TMToyota Motor Corp | ADS | 3,868 | $75.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WKWorkiva Inc | COM CL A | 6,664 | $73.0 萬 | 0.4% | −1,790−21.2% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,202 | $71.4 萬 | 0.4% | 00.0% | 不變 | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 24,235 | $70.9 萬 | 0.4% | +170+0.7% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,428 | $70.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,611 | $70.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,035 | $69.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 11,555 | $69.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 65,800 | $68.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,190 | $68.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 24,417 | $66.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LEUCentrus Energy Corp | Stock | 9,870 | $65.7 萬 | 0.3% | +9,870 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,423 | $65.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,192 | $64.2 萬 | 0.3% | 00.0% | 不變 | – |
| RIORio Tinto PLC | ADR | 10,830 | $63.7 萬 | 0.3% | −200−1.8% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（8 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SMCISuper Micro Computer, Inc. | COM | 1,292 | $53.8 萬 | 0.3% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 7,932 | $24.9 萬 | 0.1% | 歷史 |
| CECelanese Corp | Stock | 1,723 | $23.4 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,900 | $11.2 萬 | 0.1% | – |
| LCWLearn CW Investment Corp | CL A ORD SHS | 7,500 | $7.51 萬 | <0.1% | 歷史 |
| MROMarathon Oil Corp | COM | 2,576 | $6.86 萬 | <0.1% | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 200 | $5,042 | <0.1% | – |
| ETHGrayscale Ethereum Staking Mini ETF | COM UNIT | 200 | $488 | <0.1% | 歷史 |