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
SGOL ETFS GOLD TR $31.13万0.10%8,142 00.0% — 不变
VO VANGUARD INDEX FDS $31.33万0.10%3,888 00.0% — 不变
IAU ISHARES GOLD TR $31.40万0.10%4,159 2,00092.6% $15.10万 加仓
WK WORKIVA INC $32.33万0.10%6,664 00.0% — 不变
SPDW SPDR INDEX SHS FDS $33.18万0.10%6,585 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $36.71万0.11%4,237 00.0% — 不变
IWF ISHARES TR $37.25万0.12%3,000 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $41.38万0.13%9,696 -4,466-31.5% -$19.06万 减仓
MCD MCDONALDS CORP $42.74万0.13%1,581 00.0% — 不变
IGSB ISHARES TR $43.59万0.13%8,317 -65-0.8% -$3,407 减仓
CME CME GROUP INC $44.06万0.14%1,995 00.0% — 不变
ILOW AB ACTIVE ETFS INC $44.36万0.14%9,757 00.0% — 不变
TM TOYOTA MOTOR CORP $45.51万0.14%2,702 -976-26.5% -$16.44万 减仓
NTRS NORTHERN TR CORP $46.94万0.14%2,700 00.0% — 不变
COP CONOCOPHILLIPS $49.15万0.15%4,728 -320-6.3% -$3.33万 减仓
ALAB ASTERA LABS INC $49.75万0.15%1,030 00.0% — 不变
WFC WELLS FARGO & CO $51.82万0.16%6,270 -147-2.3% -$1.21万 减仓
MDLZ MONDELEZ INTL INC $53.09万0.16%9,178 -2,591-22.0% -$14.99万 减仓
NOW SERVICENOW INC $54.90万0.17%5,530 50.1% $496 加仓
SPY STATE STR SPDR S&P 500 ETF T $57.53万0.18%770 466.4% $3.44万 加仓
HRB BLOCK H & R INC $58.13万0.18%15,265 00.0% — 不变
PG PROCTER & GAMBLE CO $59.18万0.18%4,036 -394-8.9% -$5.78万 减仓
IVW ISHARES TR $59.55万0.18%4,330 -25-0.6% -$3,438 减仓
AVAV AEROVIRONMENT INC $64.34万0.20%3,898 -624-13.8% -$10.30万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $66.64万0.21%11,799 -2,792-19.1% -$15.77万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $73.68万0.23%11,510 -2,923-20.3% -$18.71万 减仓
TEM TEMPUS AI INC $76.83万0.24%13,263 550.4% $3,186 加仓
PFE PFIZER INC $77.01万0.24%31,979 1,6005.3% $3.85万 加仓
J JACOBS SOLUTIONS INC $78.88万0.24%6,260 -1,637-20.7% -$20.63万 减仓
IONQ IONQ INC $79.87万0.25%14,996 1,48711.0% $7.92万 加仓
SCHA SCHWAB STRATEGIC TR $81.87万0.25%22,660 00.0% — 不变
TJX TJX COS INC NEW $82.16万0.25%5,423 -175-3.1% -$2.65万 减仓
TSCO TRACTOR SUPPLY CO $84.64万0.26%26,775 -6,015-18.3% -$19.01万 减仓
SYK STRYKER CORPORATION $84.72万0.26%2,691 00.0% — 不变
UNP UNION PAC CORP $86.22万0.27%3,170 2006.7% $5.44万 加仓
TMUS T-MOBILE US INC $87.04万0.27%5,189 -1,408-21.3% -$23.62万 减仓
IJH ISHARES TR $90.91万0.28%11,790 4894.3% $3.77万 加仓
IWP ISHARES TR $92.49万0.29%6,317 00.0% — 不变
NU NU HLDGS LTD $94.06万0.29%70,405 8501.2% $1.14万 加仓
GOOGL ALPHABET INC $94.77万0.29%2,652 -125-4.5% -$4.47万 减仓
SCHF SCHWAB STRATEGIC TR $95.81万0.30%34,588 00.0% — 不变
DHR DANAHER CORP DEL $97.35万0.30%5,111 -115-2.2% -$2.19万 减仓
VOO VANGUARD INDEX FDS $99.45万0.31%1,448 141.0% $9,615 加仓
CTRE CARETRUST REIT INC $105.32万0.33%26,102 300.1% $1,211 加仓
TMO THERMO FISHER SCIENTIFIC INC $106.04万0.33%2,115 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $107.51万0.33%1,063 -56-5.0% -$5.66万 减仓
MELI MERCADOLIBRE INC $107.78万0.33%635 101.6% $1.70万 加仓
EWW ISHARES INC $108.09万0.33%14,360 -2,635-15.5% -$19.83万 减仓
RIO RIO TINTO PLC $110.88万0.34%11,680 00.0% — 不变
NEE NEXTERA ENERGY INC $111.59万0.34%12,714 300.2% $2,633 加仓
ARGT GLOBAL X FDS $114.72万0.35%12,565 -215-1.7% -$1.96万 减仓
CCJ CAMECO CORP $117.32万0.36%11,518 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $117.39万0.36%6,031 6,031— $117.39万 新建仓
VTWO VANGUARD SCOTTSDALE FDS $119.74万0.37%9,862 1,00011.3% $12.14万 加仓
NSIT INSIGHT ENTERPRISES INC $126.85万0.39%10,415 00.0% — 不变
VST VISTRA CORP $131.08万0.40%8,263 700.9% $1.11万 加仓
SNOW SNOWFLAKE INC $131.50万0.41%5,167 601.2% $1.53万 加仓
META META PLATFORMS INC $134.80万0.42%2,393 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $138.11万0.43%23,138 9424.2% $5.62万 加仓
RKLB ROCKET LAB CORP $140.79万0.43%13,850 13,840138,400.0% $140.68万 加仓
BLK BLACKROCK INC $142.41万0.44%1,481 00.0% — 不变
CVX CHEVRON CORPORATION $143.08万0.44%8,632 -140-1.6% -$2.32万 减仓
NDAQ NASDAQ INC $144.32万0.45%18,310 150.1% $1,182 加仓
NFG NATIONAL FUEL GAS CO $148.95万0.46%19,292 8354.5% $6.45万 加仓
ISRG INTUITIVE SURGICAL INC $159.63万0.49%4,014 -143-3.4% -$5.69万 减仓
NXT NEXTPOWER INC $160.72万0.50%13,490 200.1% $2,383 加仓
POWL POWELL INDS INC $163.80万0.51%5,720 5,720— $163.80万 新建仓
EFA ISHARES TR $163.81万0.51%15,769 200.1% $2,078 加仓
DLR DIGITAL RLTY TR INC $168.79万0.52%9,399 150.2% $2,694 加仓
FITB FIFTH THIRD BANCORP $170.27万0.53%30,205 1000.3% $5,637 加仓
XBI SPDR SERIES TRUST $173.01万0.53%10,933 -276-2.5% -$4.37万 减仓
SCHM SCHWAB STRATEGIC TR $176.30万0.54%47,816 -30-0.1% -$1,106 减仓
LOW LOWES COS INC $176.83万0.55%8,020 00.0% — 不变
QCOM QUALCOMM INC $179.73万0.56%9,726 00.0% — 不变
EQIX EQUINIX INC $180.02万0.56%1,727 00.0% — 不变
IWS ISHARES TR $180.24万0.56%10,950 00.0% — 不变
C CITIGROUP INC $182.84万0.56%13,064 -230-1.7% -$3.22万 减仓
MS MORGAN STANLEY $184.73万0.57%8,837 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $189.72万0.59%6,751 00.0% — 不变
LEU CENTRUS ENERGY CORP $192.06万0.59%11,441 850.7% $1.43万 加仓
AXON AXON ENTERPRISE INC $193.86万0.60%3,458 -240-6.5% -$13.45万 减仓
— EXXON MOBIL CORP $194.65万0.60%14,237 4022.9% $5.50万 加仓
FCX FREEPORT MCMORAN INC $195.79万0.60%31,132 -230-0.7% -$1.45万 减仓
ESE ESCO TECHNOLOGIES INC $199.10万0.61%5,688 00.0% — 不变
HD HOME DEPOT INC $201.63万0.62%5,717 120.2% $4,232 加仓
IWN ISHARES TR $205.38万0.63%9,285 -50-0.5% -$1.11万 减仓
IWR ISHARES TR $208.00万0.64%18,854 00.0% — 不变
IXUS ISHARES TR $209.33万0.65%21,933 00.0% — 不变
OKLO OKLO INC $213.01万0.66%40,705 1600.4% $8,373 加仓
VXUS VANGUARD STAR FDS $218.29万0.67%25,534 1500.6% $1.28万 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $234.11万0.72%122,830 -715-0.6% -$1.36万 减仓
WSM WILLIAMS SONOMA INC $239.42万0.74%10,271 00.0% — 不变
VLO VALERO ENERGY CORP $242.26万0.75%9,302 00.0% — 不变
DE DEERE & CO $256.65万0.79%4,046 -20-0.5% -$1.27万 减仓
COST COSTCO WHOLESALE CORPORATION $257.35万0.79%2,751 261.0% $2.43万 加仓
VEA VANGUARD TAX-MANAGED FDS $257.89万0.80%36,195 3991.1% $2.84万 加仓
AAPL APPLE INC $270.67万0.84%9,354 00.0% — 不变
IWM ISHARES TR $272.69万0.84%9,076 00.0% — 不变
BNY BANK OF NY MELLON CORP $273.43万0.84%18,908 570.3% $8,243 加仓
PWR QUANTA SVCS INC $280.46万0.87%3,895 2296.2% $16.49万 加仓