13F 机构持仓

Legacy Bridge, LLC

WEST DES MOINES IA · SEC CIK 0001689144

2026Q22026Q1 更早 9 个季度 🔒
$2.62亿2026Q1 申报市值
320持仓数
27.2%前十大占比 · 第一大 4.3%
17 / 160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

NVDA 4.3%
GEV 3.9%
PLTR 3.4%
STRL 3.0%
AVGO 2.7%
WTBA 2.2%
CAT 2.1%
CLS 1.9%
VRT 1.9%
ANET 1.8%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$254.29万
WDC 新建仓+$156.61万
C 加仓+$145.31万
CRDO 新建仓+$140.19万
EWW 新建仓+$127.85万

2026Q1 卖出最多 按季末市值估算

INDA 清仓-$80.48万
BX 清仓-$39.07万
WTBA 减仓-$20.46万
CLS 减仓-$17.01万
VOE 减仓-$9.21万

2026Q1 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
CRML CRITICAL METALS CORP $8,9330.00%1,125 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $9,2040.00%300 00.0% — 不变
VMC VULCAN MATLS CO $9,5310.00%35 00.0% — 不变
VEEV VEEVA SYS INC $1.05万0.00%60 00.0% — 不变
MCO MOODYS CORP $1.09万0.00%25 -10-28.6% -$4,363 减仓
— ELECTRONIC ARTS INC $1.22万0.00%60 00.0% — 不变
EZU ISHARES INC $1.25万0.00%200 5336.1% $3,320 加仓
AAOI APPLIED OPTOELECTRONICS INC $1.27万0.00%150 150— $1.27万 新建仓
CIFR CIPHER DIGITAL INC $1.31万0.01%1,020 202.0% $257 加仓
DDOG DATADOG INC $1.32万0.01%112 00.0% — 不变
MKL MARKEL GROUP INC $1.34万0.01%7 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $1.34万0.01%107 00.0% — 不变
MDB MONGODB INC $1.35万0.01%55 00.0% — 不变
P EVERPURE INC $1.39万0.01%235 104.4% $590 加仓
EOSE EOS ENERGY ENTERPRISES INC $1.39万0.01%2,800 1,500115.4% $7,440 加仓
SCHE SCHWAB STRATEGIC TR $1.45万0.01%440 00.0% — 不变
WSO WATSCO INC $1.46万0.01%40 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $1.50万0.01%54 -28-34.1% -$7,780 减仓
D DOMINION ENERGY INC $1.51万0.01%245 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.54万0.01%539 00.0% — 不变
IDEV ISHARES TR $1.56万0.01%187 00.0% — 不变
AGG ISHARES TR $1.57万0.01%158 133532.0% $1.32万 加仓
EEM ISHARES TR $1.70万0.01%300 00.0% — 不变
USRT ISHARES TR $1.72万0.01%291 7333.5% $4,321 加仓
DKNG DRAFTKINGS INC NEW $1.73万0.01%800 00.0% — 不变
XPO XPO INC $1.75万0.01%90 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $1.78万0.01%180 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $1.82万0.01%75 00.0% — 不变
LEN LENNAR CORP $1.87万0.01%215 -29-11.9% -$2,518 减仓
KLAC KLA CORP $1.91万0.01%13 00.0% — 不变
CRM SALESFORCE INC $1.92万0.01%103 00.0% — 不变
XLV SELECT SECTOR SPDR TR $1.94万0.01%132 00.0% — 不变
DELL DELL TECHNOLOGIES INC $1.97万0.01%120 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $2.04万0.01%140 00.0% — 不变
SYY SYSCO CORP $2.10万0.01%295 00.0% — 不变
BKNG BOOKING HOLDINGS INC $2.11万0.01%5 00.0% — 不变
LITE LUMENTUM HLDGS INC $2.11万0.01%30 30— $2.11万 新建仓
HOOD ROBINHOOD MKTS INC $2.11万0.01%305 00.0% — 不变
IGF ISHARES TR $2.12万0.01%317 00.0% — 不变
VNQ VANGUARD INDEX FDS $2.20万0.01%248 41.6% $355 加仓
INTC INTEL CORP $2.21万0.01%500 -196-28.2% -$8,649 减仓
CSCO CISCO SYS INC $2.33万0.01%300 00.0% — 不变
RTX RTX CORPORATION $2.37万0.01%123 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $2.42万0.01%51 00.0% — 不变
— AVALONBAY CMNTYS INC $2.45万0.01%150 00.0% — 不变
EQT EQT CORP $2.51万0.01%395 -58-12.8% -$3,691 减仓
T AT&T INC $2.53万0.01%872 00.0% — 不变
SNDK SANDISK CORP $2.54万0.01%40 40— $2.54万 新建仓
XLB SELECT SECTOR SPDR TR $2.55万0.01%510 00.0% — 不变
ONON ON HLDG AG $2.57万0.01%755 00.0% — 不变
APP APPLOVIN CORP $2.59万0.01%65 00.0% — 不变
VMRK EQUITY RESIDENTIAL $2.61万0.01%442 00.0% — 不变
SBUX STARBUCKS CORP $2.64万0.01%295 00.0% — 不变
LRCX LAM RESEARCH CORP $2.73万0.01%128 00.0% — 不变
INV INNVENTURE INC $2.93万0.01%7,489 00.0% — 不变
DOW DOW HLDGS INC $2.96万0.01%711 -589-45.3% -$2.45万 减仓
EFV ISHARES TR $2.97万0.01%400 00.0% — 不变
ACGL ARCH CAP GROUP LTD $3.00万0.01%313 00.0% — 不变
CMCSA COMCAST CORP NEW $3.03万0.01%1,055 00.0% — 不变
SPEM SPDR INDEX SHS FDS $3.15万0.01%671 -680-50.3% -$3.19万 减仓
CGW INVESCO EXCH TRADED FD TR II $3.20万0.01%500 00.0% — 不变
IBDR ISHARES TR $3.37万0.01%1,392 00.0% — 不变
ABBV ABBVIE INC $3.39万0.01%156 00.0% — 不变
IJT ISHARES TR $3.42万0.01%236 00.0% — 不变
IBDS ISHARES TR $3.44万0.01%1,418 00.0% — 不变
COR CENCORA INC $3.46万0.01%110 -24-17.9% -$7,539 减仓
NET CLOUDFLARE INC $3.51万0.01%170 2013.3% $4,127 加仓
SCHZ SCHWAB STRATEGIC TR $3.55万0.01%1,530 00.0% — 不变
FDX FEDEX CORP $3.56万0.01%100 -33-24.8% -$1.18万 减仓
PM PHILIP MORRIS INTL INC $3.60万0.01%218 00.0% — 不变
CAH CARDINAL HEALTH INC $3.80万0.01%180 00.0% — 不变
V VISA INC $3.81万0.01%126 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $3.81万0.01%883 00.0% — 不变
MAS MASCO CORP $3.92万0.01%650 00.0% — 不变
GE GE AEROSPACE $3.94万0.02%139 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $4.04万0.02%909 00.0% — 不变
XLI SELECT SECTOR SPDR TR $4.04万0.02%250 00.0% — 不变
MP MP MATERIALS CORP $4.10万0.02%850 15021.4% $7,239 加仓
NVS NOVARTIS AG $4.46万0.02%292 00.0% — 不变
ILF ISHARES TR $4.61万0.02%1,298 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $4.75万0.02%710 00.0% — 不变
COF CAPITAL ONE FINL CORP $4.78万0.02%262 -83-24.1% -$1.51万 减仓
FXE INVESCO CURRENCYSHARES EURO $4.80万0.02%450 00.0% — 不变
IBDT ISHARES TR $4.81万0.02%1,900 00.0% — 不变
EMR EMERSON ELEC CO $4.98万0.02%380 -20-5.0% -$2,620 减仓
PPG PPG INDS INC $5.01万0.02%469 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $5.14万0.02%570 00.0% — 不变
DVY ISHARES TR $5.30万0.02%350 00.0% — 不变
SHEL SHELL PLC $5.58万0.02%600 00.0% — 不变
AMAT APPLIED MATLS INC $5.64万0.02%165 00.0% — 不变
EWJ ISHARES INC $5.91万0.02%700 00.0% — 不变
DAR DARLING INGREDIENTS INC $6.18万0.02%1,000 00.0% — 不变
GUNR FLEXSHARES TR $6.52万0.02%1,182 00.0% — 不变
DEO DIAGEO PLC $6.66万0.03%895 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $6.89万0.03%1,450 00.0% — 不变
XLF SELECT SECTOR SPDR TR $7.33万0.03%1,485 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $7.39万0.03%470 -75-13.8% -$1.18万 减仓
— INVESCO DB US DLR INDEX TR $7.65万0.03%4,250 00.0% — 不变
SU SUNCOR ENERGY INC NEW $7.93万0.03%1,199 00.0% — 不变
DEM WISDOMTREE TR $7.95万0.03%1,600 00.0% — 不变