Legacy Bridge, LLC
- SEC CIK
- 0001689144
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/6 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 303
- 較 2025 年第 1 季 −16
- 總值
- $2.11 億
- 較 2025 年第 1 季 +$3,149 萬 (+17.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 61,144 | $966.0 萬 | 4.6% | +3,092+5.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 29,916 | $824.6 萬 | 3.9% | +1,166+4.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 57,605 | $785.3 萬 | 3.7% | −977−1.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 11,405 | $603.5 萬 | 2.9% | +235+2.1% | 加碼 | 歷史 |
| WTBAWest Bancorporation Inc | CAP STK | 259,501 | $509.4 萬 | 2.4% | −3,000−1.1% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 18,261 | $421.3 萬 | 2.0% | −475−2.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,920 | $393.9 萬 | 1.9% | −10−0.1% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 38,294 | $391.8 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,615 | $369.9 萬 | 1.8% | +359+4.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,765 | $367.8 萬 | 1.7% | +185+1.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 36,013 | $352.1 萬 | 1.7% | −209−0.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,588 | $342.3 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 24,373 | $313.0 萬 | 1.5% | +800+3.4% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 3,684 | $305.0 萬 | 1.4% | +270+7.9% | 加碼 | 歷史 |
| CLSCelestica Inc | Stock | 18,735 | $292.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 7,272 | $282.3 萬 | 1.3% | +300+4.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,611 | $281.5 萬 | 1.3% | +148+4.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,115 | $264.3 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,658 | $263.1 萬 | 1.2% | −5−0.2% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,178 | $253.2 萬 | 1.2% | +10+0.1% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 23,672 | $250.0 萬 | 1.2% | −20.0% | 減碼 | 歷史 |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 130,360 | $247.3 萬 | 1.2% | −6,105−4.5% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 11,259 | $230.4 萬 | 1.1% | −25−0.2% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,194 | $223.1 萬 | 1.1% | −25−0.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 4,090 | $222.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| OKLOOklo Inc. | COM CL A | 37,520 | $210.1 萬 | 1.0% | +1,055+2.9% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 7,203 | $205.9 萬 | 1.0% | −30.0% | 減碼 | – |
| DEDeere & Co | Stock | 4,047 | $205.8 萬 | 1.0% | −19−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,432 | $199.2 萬 | 0.9% | +15+0.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,704 | $192.1 萬 | 0.9% | +884+2.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,894 | $191.9 萬 | 0.9% | −365−3.9% | 減碼 | – |
| LEUCentrus Energy Corp | Stock | 10,279 | $188.3 萬 | 0.9% | −100−1.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,110 | $179.9 萬 | 0.9% | −26−0.3% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 32,890 | $173.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,059 | $173.1 萬 | 0.8% | +10.0% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 18,694 | $171.9 萬 | 0.8% | +255+1.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,630 | $170.8 萬 | 0.8% | −100−1.0% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 10,196 | $166.6 萬 | 0.8% | −200−1.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,092 | $166.0 萬 | 0.8% | −544−6.3% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 9,420 | $164.2 萬 | 0.8% | −270−2.8% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,016 | $161.6 萬 | 0.8% | −70−3.4% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 18,060 | $161.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,940 | $158.3 萬 | 0.8% | −222−2.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,492 | $156.5 萬 | 0.7% | −14−0.9% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,560 | $156.3 萬 | 0.7% | −370−5.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,041 | $153.8 萬 | 0.7% | −249−3.4% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 16,788 | $153.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 14,023 | $150.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 17,667 | $149.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VSTVistra Corp. | Stock | 7,710 | $149.4 萬 | 0.7% | −165−2.1% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 10,815 | $149.3 萬 | 0.7% | −171−1.6% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,430 | $148.8 萬 | 0.7% | −300−3.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,713 | $147.8 萬 | 0.7% | +358+2.7% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,781 | $142.5 萬 | 0.7% | 00.0% | 不變 | – |
| EQIXEquinix Inc | COM | 1,734 | $137.9 萬 | 0.7% | −60−3.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,409 | $137.7 萬 | 0.7% | −624−3.9% | 減碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 66,940 | $136.9 萬 | 0.6% | −2,455−3.5% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 47,021 | $131.9 萬 | 0.6% | +1,000+2.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,807 | $130.9 萬 | 0.6% | −26−0.1% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 30,112 | $130.5 萬 | 0.6% | −675−2.2% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 3,442 | $130.1 萬 | 0.6% | +3,442 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,736 | $128.1 萬 | 0.6% | +2+0.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 9,442 | $126.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 8,858 | $126.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 8,918 | $125.6 萬 | 0.6% | −740−7.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,886 | $114.2 萬 | 0.5% | −30−1.0% | 減碼 | 歷史 |
| AVAVAeroVironment Inc | COM | 4,001 | $114.0 萬 | 0.5% | +75+1.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,098 | $112.9 萬 | 0.5% | −4−0.4% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 15,200 | $112.6 萬 | 0.5% | −645−4.1% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 26,782 | $110.2 萬 | 0.5% | +26,782 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,913 | $109.9 萬 | 0.5% | +168+3.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 5,368 | $106.0 萬 | 0.5% | −295−5.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,332 | $103.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 7,799 | $102.5 萬 | 0.5% | −250−3.1% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 68,790 | $94.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,833 | $93.1 萬 | 0.4% | +901+5.0% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 10,909 | $90.5 萬 | 0.4% | −7,645−41.2% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,186 | $88.6 萬 | 0.4% | −64−2.8% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,309 | $87.5 萬 | 0.4% | −500−7.3% | 減碼 | – |
| CCJCameco Corp | Stock | 11,408 | $84.7 萬 | 0.4% | +640+5.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 12,165 | $84.4 萬 | 0.4% | +280+2.4% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 15,149 | $84.3 萬 | 0.4% | −356−2.3% | 減碼 | – |
| HRBH&R Block Inc | COM | 15,265 | $83.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,646 | $83.3 萬 | 0.4% | −2,022−12.1% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 12,008 | $81.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 25,927 | $79.3 萬 | 0.4% | −600−2.3% | 減碼 | 歷史 |
| TEMTempus AI, Inc. | CL A | 12,240 | $77.8 萬 | 0.4% | +180+1.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,098 | $77.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 4,669 | $77.3 萬 | 0.4% | −72−1.5% | 減碼 | 歷史 |
| NXTNextpower Inc. | Stock | 13,400 | $72.9 萬 | 0.3% | −500−3.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 29,908 | $72.5 萬 | 0.3% | +29,908 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,145 | $72.4 萬 | 0.3% | −45−1.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,401 | $70.1 萬 | 0.3% | −300−6.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,214 | $69.0 萬 | 0.3% | +17+1.4% | 加碼 | – |
| RIORio Tinto PLC | ADR | 11,680 | $68.1 萬 | 0.3% | +175+1.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,423 | $67.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 7,552 | $65.9 萬 | 0.3% | −4,128−35.3% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 29,376 | $64.9 萬 | 0.3% | 00.0% | 不變 | – |
| TMToyota Motor Corp | ADS | 3,726 | $64.2 萬 | 0.3% | −142−3.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,263 | $63.7 萬 | 0.3% | −159−1.5% | 減碼 | – |
2025 年第 1 季之後清倉（46 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 3,452 | $107.7 萬 | 0.6% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,331 | $107.4 萬 | 0.6% | 歷史 |
| RPMRPM International Inc | COM | 9,148 | $105.8 萬 | 0.6% | 歷史 |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 23,620 | $82.5 萬 | 0.5% | – |
| AMTMAmentum Holdings, Inc. | COM | 6,680 | $12.2 萬 | 0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 2,000 | $5.33 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 150 | $2.56 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 50 | $1.34 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 150 | $8,208 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 90 | $7,434 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 50 | $3,947 | <0.1% | – |
| XYZBlock, Inc. | CL A | 30 | $1,630 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3 | $340 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2 | $181 | <0.1% | 歷史 |
| INVHInvitation Homes Inc. | COM | 5 | $181 | <0.1% | 歷史 |
| DVADavita Inc. | COM | 1 | $176 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1 | $174 | <0.1% | 歷史 |
| AFLAflac Inc | Stock | 2 | $174 | <0.1% | 歷史 |
| FASTFastenal Co | Stock | 2 | $173 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 3 | $170 | <0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 3 | $168 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 3 | $167 | <0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 1 | $167 | <0.1% | 歷史 |
| FOXAFox Corp | CL A COM | 3 | $167 | <0.1% | 歷史 |
| EFXEquifax Inc | COM | 1 | $166 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 3 | $161 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3 | $160 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 3 | $160 | <0.1% | 歷史 |
| IPInternational Paper Co | COM | 3 | $160 | <0.1% | 歷史 |
| EBAYeBay Inc | COM | 2 | $159 | <0.1% | 歷史 |
| APAAPA Corp | Stock | 7 | $156 | <0.1% | 歷史 |
| FEFirstenergy Corp | COM | 4 | $156 | <0.1% | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 2 | $155 | <0.1% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 2 | $153 | <0.1% | 歷史 |
| STTState Street Corp | COM | 2 | $152 | <0.1% | 歷史 |
| AMEAmetek Inc | COM | 1 | $152 | <0.1% | 歷史 |
| DOVDOVER Corp | COM | 1 | $148 | <0.1% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 4 | $146 | <0.1% | 歷史 |
| CMICummins Inc | Stock | 0 | $144 | <0.1% | 歷史 |
| JBLJabil Inc | Stock | 1 | $142 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 7 | $137 | <0.1% | 歷史 |
| TFXTeleflex Inc | COM | 1 | $130 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 0 | $129 | <0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 1 | $128 | <0.1% | 歷史 |
| KGCKinross Gold Corp | COM | 10 | $127 | <0.1% | 歷史 |
| INDIindie Semiconductor, Inc. | CLASS A COM | 20 | $41 | <0.1% | 歷史 |