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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $1,326.30万 | 4.10% | 11,289 | -361 | -3.1% | -$42.41万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,233.86万 | 3.81% | 14,700 | -4,517 | -23.5% | -$379.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,180.41万 | 3.65% | 58,994 | -6,241 | -9.6% | -$124.88万 | 减仓 |
| CAT | CATERPILLAR INC | $817.74万 | 2.53% | 7,679 | 10 | 0.1% | $1.06万 | 加仓 |
| AVGO | BROADCOM INC | $771.29万 | 2.38% | 20,418 | -2,124 | -9.4% | -$80.23万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $742.55万 | 2.29% | 6,433 | -109 | -1.7% | -$12.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $705.10万 | 2.18% | 60,435 | -85 | -0.1% | -$9,917 | 减仓 |
| ANET | ARISTA NETWORKS INC | $672.25万 | 2.08% | 39,572 | 185 | 0.5% | $3.14万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $671.85万 | 2.08% | 20,066 | 132 | 0.7% | $4.42万 | 加仓 |
| CLS | CELESTICA INC | $644.82万 | 1.99% | 17,676 | -207 | -1.2% | -$7.55万 | 减仓 |
| WTBA | WEST BANCORPORATION INC | $598.46万 | 1.85% | 225,579 | -20,222 | -8.2% | -$53.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $558.61万 | 1.73% | 11,697 | 6 | 0.1% | $2,865 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $533.78万 | 1.65% | 19,328 | 520 | 2.8% | $14.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $532.11万 | 1.64% | 9,160 | 182 | 2.0% | $10.57万 | 加仓 |
| LLY | ELI LILLY & CO | $477.13万 | 1.47% | 3,978 | 2 | 0.1% | $2,399 | 加仓 |
| AMZN | AMAZON COM INC | $452.66万 | 1.40% | 18,992 | 86 | 0.5% | $2.05万 | 加仓 |
| WMT | WALMART INC | $438.67万 | 1.35% | 38,731 | 160 | 0.4% | $1.81万 | 加仓 |
| ETN | EATON CORP PLC | $433.75万 | 1.34% | 10,179 | 156 | 1.6% | $6.65万 | 加仓 |
| ASML | ASML HLDG NV | $422.95万 | 1.31% | 2,126 | 15 | 0.7% | $2.98万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $408.74万 | 1.26% | 15,030 | 95 | 0.6% | $2.58万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $383.17万 | 1.18% | 11,236 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $378.51万 | 1.17% | 5,926 | 136 | 2.3% | $8.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $378.14万 | 1.17% | 7,557 | -410 | -5.1% | -$20.52万 | 减仓 |
| GOOG | ALPHABET INC | $377.89万 | 1.17% | 10,695 | 45 | 0.4% | $1.59万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $341.59万 | 1.06% | 23,379 | 340 | 1.5% | $4.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $340.08万 | 1.05% | 9,117 | -7 | -0.1% | -$2,611 | 减仓 |
| IVV | ISHARES TR | $328.99万 | 1.02% | 4,393 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $317.90万 | 0.98% | 9,712 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $313.68万 | 0.97% | 3,207 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $312.86万 | 0.97% | 69,355 | 1,550 | 2.3% | $6.99万 | 加仓 |
| IWO | ISHARES TR | $305.52万 | 0.94% | 7,755 | 252 | 3.4% | $9.93万 | 加仓 |
| TER | TERADYNE INC | $304.82万 | 0.94% | 6,300 | 6,300 | — | $304.82万 | 新建仓 |
| IEMG | ISHARES INC | $285.15万 | 0.88% | 34,421 | 445 | 1.3% | $3.69万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $284.87万 | 0.88% | 2,952 | 2,947 | 58,940.0% | $284.39万 | 重新持有 |
| PWR | QUANTA SVCS INC | $280.46万 | 0.87% | 3,895 | 229 | 6.2% | $16.49万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $273.43万 | 0.84% | 18,908 | 57 | 0.3% | $8,243 | 加仓 |
| IWM | ISHARES TR | $272.69万 | 0.84% | 9,076 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $270.67万 | 0.84% | 9,354 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $257.89万 | 0.80% | 36,195 | 399 | 1.1% | $2.84万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $257.35万 | 0.79% | 2,751 | 26 | 1.0% | $2.43万 | 加仓 |
| DE | DEERE & CO | $256.65万 | 0.79% | 4,046 | -20 | -0.5% | -$1.27万 | 减仓 |
| VLO | VALERO ENERGY CORP | $242.26万 | 0.75% | 9,302 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $239.42万 | 0.74% | 10,271 | 0 | 0.0% | — | 不变 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $234.11万 | 0.72% | 122,830 | -715 | -0.6% | -$1.36万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $218.29万 | 0.67% | 25,534 | 150 | 0.6% | $1.28万 | 加仓 |
| OKLO | OKLO INC | $213.01万 | 0.66% | 40,705 | 160 | 0.4% | $8,373 | 加仓 |
| IXUS | ISHARES TR | $209.33万 | 0.65% | 21,933 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $208.00万 | 0.64% | 18,854 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $205.38万 | 0.63% | 9,285 | -50 | -0.5% | -$1.11万 | 减仓 |
| HD | HOME DEPOT INC | $201.63万 | 0.62% | 5,717 | 12 | 0.2% | $4,232 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $199.10万 | 0.61% | 5,688 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $195.79万 | 0.60% | 31,132 | -230 | -0.7% | -$1.45万 | 减仓 |
| — | EXXON MOBIL CORP | $194.65万 | 0.60% | 14,237 | 402 | 2.9% | $5.50万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $193.86万 | 0.60% | 3,458 | -240 | -6.5% | -$13.45万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $192.06万 | 0.59% | 11,441 | 85 | 0.7% | $1.43万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $189.72万 | 0.59% | 6,751 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $184.73万 | 0.57% | 8,837 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $182.84万 | 0.56% | 13,064 | -230 | -1.7% | -$3.22万 | 减仓 |
| IWS | ISHARES TR | $180.24万 | 0.56% | 10,950 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $180.02万 | 0.56% | 1,727 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $179.73万 | 0.56% | 9,726 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $176.83万 | 0.55% | 8,020 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $176.30万 | 0.54% | 47,816 | -30 | -0.1% | -$1,106 | 减仓 |
| XBI | SPDR SERIES TRUST | $173.01万 | 0.53% | 10,933 | -276 | -2.5% | -$4.37万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $170.27万 | 0.53% | 30,205 | 100 | 0.3% | $5,637 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $168.79万 | 0.52% | 9,399 | 15 | 0.2% | $2,694 | 加仓 |
| EFA | ISHARES TR | $163.81万 | 0.51% | 15,769 | 20 | 0.1% | $2,078 | 加仓 |
| POWL | POWELL INDS INC | $163.80万 | 0.51% | 5,720 | 5,720 | — | $163.80万 | 新建仓 |
| NXT | NEXTPOWER INC | $160.72万 | 0.50% | 13,490 | 20 | 0.1% | $2,383 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $159.63万 | 0.49% | 4,014 | -143 | -3.4% | -$5.69万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $148.95万 | 0.46% | 19,292 | 835 | 4.5% | $6.45万 | 加仓 |
| NDAQ | NASDAQ INC | $144.32万 | 0.45% | 18,310 | 15 | 0.1% | $1,182 | 加仓 |
| CVX | CHEVRON CORPORATION | $143.08万 | 0.44% | 8,632 | -140 | -1.6% | -$2.32万 | 减仓 |
| BLK | BLACKROCK INC | $142.41万 | 0.44% | 1,481 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $140.79万 | 0.43% | 13,850 | 13,840 | 138,400.0% | $140.68万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $138.11万 | 0.43% | 23,138 | 942 | 4.2% | $5.62万 | 加仓 |
| META | META PLATFORMS INC | $134.80万 | 0.42% | 2,393 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $131.50万 | 0.41% | 5,167 | 60 | 1.2% | $1.53万 | 加仓 |
| VST | VISTRA CORP | $131.08万 | 0.40% | 8,263 | 70 | 0.9% | $1.11万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $126.85万 | 0.39% | 10,415 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $119.74万 | 0.37% | 9,862 | 1,000 | 11.3% | $12.14万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $117.39万 | 0.36% | 6,031 | 6,031 | — | $117.39万 | 新建仓 |
| CCJ | CAMECO CORP | $117.32万 | 0.36% | 11,518 | 0 | 0.0% | — | 不变 |
| ARGT | GLOBAL X FDS | $114.72万 | 0.35% | 12,565 | -215 | -1.7% | -$1.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $111.59万 | 0.34% | 12,714 | 30 | 0.2% | $2,633 | 加仓 |
| RIO | RIO TINTO PLC | $110.88万 | 0.34% | 11,680 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $108.09万 | 0.33% | 14,360 | -2,635 | -15.5% | -$19.83万 | 减仓 |
| MELI | MERCADOLIBRE INC | $107.78万 | 0.33% | 635 | 10 | 1.6% | $1.70万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $107.51万 | 0.33% | 1,063 | -56 | -5.0% | -$5.66万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $106.04万 | 0.33% | 2,115 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $105.32万 | 0.33% | 26,102 | 30 | 0.1% | $1,211 | 加仓 |
| VOO | VANGUARD INDEX FDS | $99.45万 | 0.31% | 1,448 | 14 | 1.0% | $9,615 | 加仓 |
| DHR | DANAHER CORP DEL | $97.35万 | 0.30% | 5,111 | -115 | -2.2% | -$2.19万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $95.81万 | 0.30% | 34,588 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $94.77万 | 0.29% | 2,652 | -125 | -4.5% | -$4.47万 | 减仓 |
| NU | NU HLDGS LTD | $94.06万 | 0.29% | 70,405 | 850 | 1.2% | $1.14万 | 加仓 |
| IWP | ISHARES TR | $92.49万 | 0.29% | 6,317 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $90.91万 | 0.28% | 11,790 | 489 | 4.3% | $3.77万 | 加仓 |
| TMUS | T-MOBILE US INC | $87.04万 | 0.27% | 5,189 | -1,408 | -21.3% | -$23.62万 | 减仓 |
| UNP | UNION PAC CORP | $86.22万 | 0.27% | 3,170 | 200 | 6.7% | $5.44万 | 加仓 |