Legacy Bridge, LLC
WEST DES MOINES IA · SEC CIK 0001689144
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $284.87万 | 0.88% | 2,952 | 2,947 | 58,940.0% | $284.39万 | 重新持有 |
| IEMG | ISHARES INC | $285.15万 | 0.88% | 34,421 | 445 | 1.3% | $3.69万 | 加仓 |
| TER | TERADYNE INC | $304.82万 | 0.94% | 6,300 | 6,300 | — | $304.82万 | 新建仓 |
| IWO | ISHARES TR | $305.52万 | 0.94% | 7,755 | 252 | 3.4% | $9.93万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $312.86万 | 0.97% | 69,355 | 1,550 | 2.3% | $6.99万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $313.68万 | 0.97% | 3,207 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $317.90万 | 0.98% | 9,712 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $328.99万 | 1.02% | 4,393 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $340.08万 | 1.05% | 9,117 | -7 | -0.1% | -$2,611 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $341.59万 | 1.06% | 23,379 | 340 | 1.5% | $4.97万 | 加仓 |
| GOOG | ALPHABET INC | $377.89万 | 1.17% | 10,695 | 45 | 0.4% | $1.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $378.14万 | 1.17% | 7,557 | -410 | -5.1% | -$20.52万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $378.51万 | 1.17% | 5,926 | 136 | 2.3% | $8.69万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $383.17万 | 1.18% | 11,236 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $408.74万 | 1.26% | 15,030 | 95 | 0.6% | $2.58万 | 加仓 |
| ASML | ASML HLDG NV | $422.95万 | 1.31% | 2,126 | 15 | 0.7% | $2.98万 | 加仓 |
| ETN | EATON CORP PLC | $433.75万 | 1.34% | 10,179 | 156 | 1.6% | $6.65万 | 加仓 |
| WMT | WALMART INC | $438.67万 | 1.35% | 38,731 | 160 | 0.4% | $1.81万 | 加仓 |
| AMZN | AMAZON COM INC | $452.66万 | 1.40% | 18,992 | 86 | 0.5% | $2.05万 | 加仓 |
| LLY | ELI LILLY & CO | $477.13万 | 1.47% | 3,978 | 2 | 0.1% | $2,399 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $532.11万 | 1.64% | 9,160 | 182 | 2.0% | $10.57万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $533.78万 | 1.65% | 19,328 | 520 | 2.8% | $14.36万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $558.61万 | 1.73% | 11,697 | 6 | 0.1% | $2,865 | 加仓 |
| WTBA | WEST BANCORPORATION INC | $598.46万 | 1.85% | 225,579 | -20,222 | -8.2% | -$53.65万 | 减仓 |
| CLS | CELESTICA INC | $644.82万 | 1.99% | 17,676 | -207 | -1.2% | -$7.55万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $671.85万 | 2.08% | 20,066 | 132 | 0.7% | $4.42万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $672.25万 | 2.08% | 39,572 | 185 | 0.5% | $3.14万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $705.10万 | 2.18% | 60,435 | -85 | -0.1% | -$9,917 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $742.55万 | 2.29% | 6,433 | -109 | -1.7% | -$12.58万 | 减仓 |
| AVGO | BROADCOM INC | $771.29万 | 2.38% | 20,418 | -2,124 | -9.4% | -$80.23万 | 减仓 |
| CAT | CATERPILLAR INC | $817.74万 | 2.53% | 7,679 | 10 | 0.1% | $1.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,180.41万 | 3.65% | 58,994 | -6,241 | -9.6% | -$124.88万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,233.86万 | 3.81% | 14,700 | -4,517 | -23.5% | -$379.14万 | 减仓 |
| GEV | GE VERNOVA INC | $1,326.30万 | 4.10% | 11,289 | -361 | -3.1% | -$42.41万 | 减仓 |