13F 机构持仓

Legacy Bridge, LLC

WEST DES MOINES IA · SEC CIK 0001689144

2026Q22026Q1 更早 9 个季度 🔒
$3.24亿2026Q2 申报市值
322持仓数
27.1%前十大占比 · 第一大 4.1%
12 / 12新建仓 / 清仓
申报市值走势$3.24亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GEV 4.1%
STRL 3.8%
NVDA 3.6%
CAT 2.5%
AVGO 2.4%
MU 2.3%
PLTR 2.2%
ANET 2.1%
VRT 2.1%
CLS 2.0%

2026Q2 买入最多 按季末市值估算

TER 新建仓+$304.82万
STX 重新持有+$284.39万
POWL 新建仓+$163.80万
RKLB 加仓+$140.68万
BWXT 新建仓+$117.39万

2026Q2 卖出最多 按季末市值估算

STRL 减仓-$379.14万
NVDA 减仓-$124.88万
AVGO 减仓-$80.23万
CELH 清仓-$62.70万
WTBA 减仓-$53.65万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
ACGL ARCH CAP GROUP LTD $3.04万0.01%313 00.0% — 不变
HOOD ROBINHOOD MKTS INC $3.06万0.01%305 00.0% — 不变
EFV ISHARES TR $3.06万0.01%400 00.0% — 不变
COR CENCORA INC $3.11万0.01%110 00.0% — 不变
FDX FEDEX CORP $3.13万0.01%100 00.0% — 不变
CAH CARDINAL HEALTH INC $3.21万0.01%135 -45-25.0% -$1.07万 减仓
CGW INVESCO EXCH TRADED FD TR II $3.29万0.01%500 00.0% — 不变
IBDS ISHARES TR $3.31万0.01%1,368 -50-3.5% -$1,211 减仓
APP APPLOVIN CORP $3.35万0.01%65 00.0% — 不变
IBDR ISHARES TR $3.37万0.01%1,392 00.0% — 不变
SPEM SPDR INDEX SHS FDS $3.47万0.01%671 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $3.54万0.01%1,530 00.0% — 不变
INV INNVENTURE INC $3.80万0.01%7,489 00.0% — 不变
KLAC KLA CORP $3.92万0.01%130 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $4.04万0.01%883 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $4.08万0.01%909 00.0% — 不变
IJT ISHARES TR $4.21万0.01%236 00.0% — 不变
PPG PPG INDS INC $4.25万0.01%350 -119-25.4% -$1.44万 减仓
XLI SELECT SECTOR SPDR TR $4.26万0.01%230 -20-8.0% -$3,705 减仓
ILF ISHARES TR $4.38万0.01%1,298 00.0% — 不变
NVS NOVARTIS AG $4.58万0.01%292 00.0% — 不变
SHEL SHELL PLC $4.65万0.01%600 00.0% — 不变
FXE INVESCO CURRENCYSHARES EURO $4.74万0.01%450 00.0% — 不变
MP MP MATERIALS CORP $4.76万0.01%850 00.0% — 不变
IBDT ISHARES TR $4.80万0.01%1,900 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $4.90万0.02%710 00.0% — 不变
DRAM ROUNDHILL ETF TRUST $5.21万0.02%705 705— $5.21万 新建仓
COF CAPITAL ONE FINL CORP $5.26万0.02%262 00.0% — 不变
MAS MASCO CORP $5.29万0.02%650 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $5.36万0.02%180 00.0% — 不变
EMR EMERSON ELEC CO $5.44万0.02%380 00.0% — 不变
DAR DARLING INGREDIENTS INC $5.46万0.02%1,000 00.0% — 不变
DVY ISHARES TR $5.47万0.02%350 00.0% — 不变
LRCX LAM RESEARCH CORP $5.55万0.02%128 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $5.79万0.02%470 00.0% — 不变
GUNR FLEXSHARES TR $5.82万0.02%1,182 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $6.14万0.02%570 00.0% — 不变
SU SUNCOR ENERGY INC NEW $6.44万0.02%1,199 00.0% — 不变
INTC INTEL CORP $6.98万0.02%500 00.0% — 不变
DEO DIAGEO PLC $7.19万0.02%895 00.0% — 不变
AMAT APPLIED MATLS INC $7.37万0.02%102 -63-38.2% -$4.55万 减仓
— INVESCO DB US DLR INDEX TR $7.59万0.02%4,250 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $7.83万0.02%1,450 00.0% — 不变
EWJ ISHARES INC $7.93万0.02%850 15021.4% $1.40万 加仓
XLF SELECT SECTOR SPDR TR $7.96万0.02%1,485 00.0% — 不变
DEM WISDOMTREE TR $8.61万0.03%1,600 00.0% — 不变
CTVA CORTEVA INC $8.86万0.03%1,046 00.0% — 不变
SNDK SANDISK CORP $9.10万0.03%40 00.0% — 不变
DGS WISDOMTREE TR $9.71万0.03%1,500 00.0% — 不变
MFC MANULIFE FINL CORP $9.97万0.03%2,460 00.0% — 不变
DELL DELL TECHNOLOGIES INC $10.05万0.03%233 11394.2% $4.88万 加仓
ORCL ORACLE CORP $10.33万0.03%705 30.4% $440 加仓
ECL ECOLAB INC $10.45万0.03%375 00.0% — 不变
STIP ISHARES TR $10.52万0.03%1,030 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $11.10万0.03%4,600 00.0% — 不变
TSLA TESLA INC $11.36万0.04%270 00.0% — 不变
MPC MARATHON PETE CORP $11.89万0.04%465 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $13.00万0.04%1,552 00.0% — 不变
VTIP VANGUARD MALVERN FDS $13.00万0.04%2,588 00.0% — 不变
UPS UNITED PARCEL SVCS INC $13.21万0.04%1,229 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $13.54万0.04%4,000 00.0% — 不变
CASY CASEYS GEN STORES INC $13.59万0.04%171 00.0% — 不变
HYLN HYLIION HOLDINGS CORP $14.01万0.04%26,900 26,900— $14.01万 新建仓
VTV VANGUARD INDEX FDS $14.62万0.05%671 91.4% $1,961 加仓
PRU PRUDENTIAL FINL INC $15.11万0.05%1,400 00.0% — 不变
ULTA ULTA BEAUTY INC $15.33万0.05%340 10041.7% $4.51万 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $16.08万0.05%2,065 00.0% — 不变
VUG VANGUARD INDEX FDS $16.23万0.05%1,884 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $16.44万0.05%750 -7-0.9% -$1,534 减仓
IVE ISHARES TR $16.53万0.05%728 -1-0.1% -$227 减仓
IREN IREN LIMITED $17.26万0.05%3,775 00.0% — 不变
RSPH INVESCO EXCHANGE TRADED FD T $17.29万0.05%5,210 00.0% — 不变
IJJ ISHARES TR $17.51万0.05%1,185 00.0% — 不变
VBK VANGUARD INDEX FDS $18.36万0.06%502 00.0% — 不变
CVS CVS HEALTH CORP $18.36万0.06%1,775 00.0% — 不变
EWU ISHARES TR $18.46万0.06%4,000 00.0% — 不变
NFLX NETFLIX INC. $18.99万0.06%2,660 -510-16.1% -$3.64万 减仓
BIIB BIOGEN INC $19.01万0.06%880 00.0% — 不变
SO SOUTHERN CO $20.05万0.06%2,095 00.0% — 不变
VOT VANGUARD INDEX FDS $20.09万0.06%656 00.0% — 不变
AXP AMERICAN EXPRESS CO $21.65万0.07%640 00.0% — 不变
VBR VANGUARD INDEX FDS $22.06万0.07%908 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $22.07万0.07%6,341 00.0% — 不变
VTI VANGUARD INDEX FDS $22.20万0.07%600 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $22.46万0.07%2,113 00.0% — 不变
— QORVO INC $23.76万0.07%2,547 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $23.89万0.07%313 00.0% — 不变
STZ CONSTELLATION BRANDS INC $23.92万0.07%1,720 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $24.81万0.08%8,429 00.0% — 不变
ABT ABBOTT LABORATORIES $25.34万0.08%2,793 00.0% — 不变
IJK ISHARES TR $26.63万0.08%2,266 1044.8% $1.22万 加仓
LMT LOCKHEED MARTIN CORP $27.36万0.08%537 00.0% — 不变
IJR ISHARES TR $27.75万0.09%1,871 00.0% — 不变
QQQ INVESCO QQQ TR $27.99万0.09%380 6922.2% $5.08万 加仓
WDAY WORKDAY INC $28.23万0.09%2,306 -23-1.0% -$2,816 减仓
VOE VANGUARD INDEX FDS $28.45万0.09%1,440 151.1% $2,964 加仓
MA MASTERCARD INCORPORATED $29.02万0.09%565 -25-4.2% -$1.28万 减仓
GVAL CAMBRIA ETF TR $29.81万0.09%8,276 -135-1.6% -$4,863 减仓
NVTS NAVITAS SEMICONDUCTOR CORP $30.28万0.09%16,900 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $31.12万0.10%4,243 00.0% — 不变