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
SYK STRYKER CORPORATION $84.72万0.26%2,691 00.0% — 不变
TSCO TRACTOR SUPPLY CO $84.64万0.26%26,775 -6,015-18.3% -$19.01万 减仓
TJX TJX COS INC NEW $82.16万0.25%5,423 -175-3.1% -$2.65万 减仓
SCHA SCHWAB STRATEGIC TR $81.87万0.25%22,660 00.0% — 不变
IONQ IONQ INC $79.87万0.25%14,996 1,48711.0% $7.92万 加仓
J JACOBS SOLUTIONS INC $78.88万0.24%6,260 -1,637-20.7% -$20.63万 减仓
PFE PFIZER INC $77.01万0.24%31,979 1,6005.3% $3.85万 加仓
TEM TEMPUS AI INC $76.83万0.24%13,263 550.4% $3,186 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $73.68万0.23%11,510 -2,923-20.3% -$18.71万 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
AVAV AEROVIRONMENT INC $64.34万0.20%3,898 -624-13.8% -$10.30万 减仓
IVW ISHARES TR $59.55万0.18%4,330 -25-0.6% -$3,438 减仓
PG PROCTER & GAMBLE CO $59.18万0.18%4,036 -394-8.9% -$5.78万 减仓
HRB BLOCK H & R INC $58.13万0.18%15,265 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $57.53万0.18%770 466.4% $3.44万 加仓
NOW SERVICENOW INC $54.90万0.17%5,530 50.1% $496 加仓
MDLZ MONDELEZ INTL INC $53.09万0.16%9,178 -2,591-22.0% -$14.99万 减仓
WFC WELLS FARGO & CO $51.82万0.16%6,270 -147-2.3% -$1.21万 减仓
ALAB ASTERA LABS INC $49.75万0.15%1,030 00.0% — 不变
COP CONOCOPHILLIPS $49.15万0.15%4,728 -320-6.3% -$3.33万 减仓
NTRS NORTHERN TR CORP $46.94万0.14%2,700 00.0% — 不变
TM TOYOTA MOTOR CORP $45.51万0.14%2,702 -976-26.5% -$16.44万 减仓
ILOW AB ACTIVE ETFS INC $44.36万0.14%9,757 00.0% — 不变
CME CME GROUP INC $44.06万0.14%1,995 00.0% — 不变
IGSB ISHARES TR $43.59万0.13%8,317 -65-0.8% -$3,407 减仓
MCD MCDONALDS CORP $42.74万0.13%1,581 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $41.38万0.13%9,696 -4,466-31.5% -$19.06万 减仓
IWF ISHARES TR $37.25万0.12%3,000 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $36.71万0.11%4,237 00.0% — 不变
SPDW SPDR INDEX SHS FDS $33.18万0.10%6,585 00.0% — 不变
WK WORKIVA INC $32.33万0.10%6,664 00.0% — 不变
IAU ISHARES GOLD TR $31.40万0.10%4,159 2,00092.6% $15.10万 加仓
VO VANGUARD INDEX FDS $31.33万0.10%3,888 00.0% — 不变
SGOL ETFS GOLD TR $31.13万0.10%8,142 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $31.12万0.10%4,243 00.0% — 不变
NVTS NAVITAS SEMICONDUCTOR CORP $30.28万0.09%16,900 00.0% — 不变
GVAL CAMBRIA ETF TR $29.81万0.09%8,276 -135-1.6% -$4,863 减仓
MA MASTERCARD INCORPORATED $29.02万0.09%565 -25-4.2% -$1.28万 减仓
VOE VANGUARD INDEX FDS $28.45万0.09%1,440 151.1% $2,964 加仓
WDAY WORKDAY INC $28.23万0.09%2,306 -23-1.0% -$2,816 减仓
QQQ INVESCO QQQ TR $27.99万0.09%380 6922.2% $5.08万 加仓
IJR ISHARES TR $27.75万0.09%1,871 00.0% — 不变
LMT LOCKHEED MARTIN CORP $27.36万0.08%537 00.0% — 不变
IJK ISHARES TR $26.63万0.08%2,266 1044.8% $1.22万 加仓
ABT ABBOTT LABORATORIES $25.34万0.08%2,793 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $24.81万0.08%8,429 00.0% — 不变
STZ CONSTELLATION BRANDS INC $23.92万0.07%1,720 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $23.89万0.07%313 00.0% — 不变
— QORVO INC $23.76万0.07%2,547 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $22.46万0.07%2,113 00.0% — 不变
VTI VANGUARD INDEX FDS $22.20万0.07%600 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $22.07万0.07%6,341 00.0% — 不变
VBR VANGUARD INDEX FDS $22.06万0.07%908 00.0% — 不变
AXP AMERICAN EXPRESS CO $21.65万0.07%640 00.0% — 不变
VOT VANGUARD INDEX FDS $20.09万0.06%656 00.0% — 不变
SO SOUTHERN CO $20.05万0.06%2,095 00.0% — 不变
BIIB BIOGEN INC $19.01万0.06%880 00.0% — 不变
NFLX NETFLIX INC. $18.99万0.06%2,660 -510-16.1% -$3.64万 减仓
EWU ISHARES TR $18.46万0.06%4,000 00.0% — 不变
CVS CVS HEALTH CORP $18.36万0.06%1,775 00.0% — 不变
VBK VANGUARD INDEX FDS $18.36万0.06%502 00.0% — 不变
IJJ ISHARES TR $17.51万0.05%1,185 00.0% — 不变
RSPH INVESCO EXCHANGE TRADED FD T $17.29万0.05%5,210 00.0% — 不变
IREN IREN LIMITED $17.26万0.05%3,775 00.0% — 不变
IVE ISHARES TR $16.53万0.05%728 -1-0.1% -$227 减仓
VOOV VANGUARD ADMIRAL FDS INC $16.44万0.05%750 -7-0.9% -$1,534 减仓
VUG VANGUARD INDEX FDS $16.23万0.05%1,884 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $16.08万0.05%2,065 00.0% — 不变
ULTA ULTA BEAUTY INC $15.33万0.05%340 10041.7% $4.51万 加仓
PRU PRUDENTIAL FINL INC $15.11万0.05%1,400 00.0% — 不变
VTV VANGUARD INDEX FDS $14.62万0.05%671 91.4% $1,961 加仓
HYLN HYLIION HOLDINGS CORP $14.01万0.04%26,900 26,900— $14.01万 新建仓
CASY CASEYS GEN STORES INC $13.59万0.04%171 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $13.54万0.04%4,000 00.0% — 不变
UPS UNITED PARCEL SVCS INC $13.21万0.04%1,229 00.0% — 不变
VTIP VANGUARD MALVERN FDS $13.00万0.04%2,588 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $13.00万0.04%1,552 00.0% — 不变
MPC MARATHON PETE CORP $11.89万0.04%465 00.0% — 不变
TSLA TESLA INC $11.36万0.04%270 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $11.10万0.03%4,600 00.0% — 不变
STIP ISHARES TR $10.52万0.03%1,030 00.0% — 不变
ECL ECOLAB INC $10.45万0.03%375 00.0% — 不变
ORCL ORACLE CORP $10.33万0.03%705 30.4% $440 加仓
DELL DELL TECHNOLOGIES INC $10.05万0.03%233 11394.2% $4.88万 加仓
MFC MANULIFE FINL CORP $9.97万0.03%2,460 00.0% — 不变
DGS WISDOMTREE TR $9.71万0.03%1,500 00.0% — 不变
SNDK SANDISK CORP $9.10万0.03%40 00.0% — 不变
CTVA CORTEVA INC $8.86万0.03%1,046 00.0% — 不变
DEM WISDOMTREE TR $8.61万0.03%1,600 00.0% — 不变
XLF SELECT SECTOR SPDR TR $7.96万0.02%1,485 00.0% — 不变
EWJ ISHARES INC $7.93万0.02%850 15021.4% $1.40万 加仓
PRF INVESCO EXCHANGE TRADED FD T $7.83万0.02%1,450 00.0% — 不变
— INVESCO DB US DLR INDEX TR $7.59万0.02%4,250 00.0% — 不变
AMAT APPLIED MATLS INC $7.37万0.02%102 -63-38.2% -$4.55万 减仓
DEO DIAGEO PLC $7.19万0.02%895 00.0% — 不变
INTC INTEL CORP $6.98万0.02%500 00.0% — 不变
SU SUNCOR ENERGY INC NEW $6.44万0.02%1,199 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $6.14万0.02%570 00.0% — 不变
GUNR FLEXSHARES TR $5.82万0.02%1,182 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $5.79万0.02%470 00.0% — 不变