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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $5.55万 | 0.02% | 128 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $5.47万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $5.46万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $5.44万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $5.36万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $5.29万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $5.26万 | 0.02% | 262 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $5.21万 | 0.02% | 705 | 705 | — | $5.21万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $4.90万 | 0.02% | 710 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $4.80万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $4.76万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $4.74万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $4.65万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $4.58万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $4.38万 | 0.01% | 1,298 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $4.26万 | 0.01% | 230 | -20 | -8.0% | -$3,705 | 减仓 |
| PPG | PPG INDS INC | $4.25万 | 0.01% | 350 | -119 | -25.4% | -$1.44万 | 减仓 |
| IJT | ISHARES TR | $4.21万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4.08万 | 0.01% | 909 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $4.04万 | 0.01% | 883 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3.92万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $3.80万 | 0.01% | 7,489 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $3.54万 | 0.01% | 1,530 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $3.47万 | 0.01% | 671 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $3.37万 | 0.01% | 1,392 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $3.35万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $3.31万 | 0.01% | 1,368 | -50 | -3.5% | -$1,211 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $3.29万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $3.21万 | 0.01% | 135 | -45 | -25.0% | -$1.07万 | 减仓 |
| FDX | FEDEX CORP | $3.13万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.11万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $3.06万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $3.06万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $3.04万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.01万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $3.00万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $2.92万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.89万 | 0.01% | 66 | 15 | 29.4% | $6,565 | 加仓 |
| ONON | ON HLDG AG | $2.85万 | 0.01% | 805 | 50 | 6.6% | $1,771 | 加仓 |
| — | AVALONBAY CMNTYS INC | $2.83万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $2.59万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.59万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $2.57万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $2.50万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $2.47万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC | $2.45万 | 0.01% | 1,630 | 1,630 | — | $2.45万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $2.39万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $2.22万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.16万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $2.11万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $2.10万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.09万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2.07万 | 0.01% | 1,000 | 128 | 14.7% | $2,650 | 加仓 |
| EEM | ISHARES TR | $2.05万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.03万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $2.02万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $1.95万 | 0.01% | 215 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.95万 | 0.01% | 711 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $1.93万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $1.85万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1.85万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $1.85万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.67万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1.67万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $1.66万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $1.65万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.60万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.57万 | 0.00% | 60 | 46 | 328.6% | $1.20万 | 重新持有 |
| AGG | ISHARES TR | $1.56万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.51万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $1.49万 | 0.00% | 215 | 15 | 7.5% | $1,043 | 加仓 |
| MKL | MARKEL GROUP INC | $1.37万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC | $1.32万 | 0.00% | 350 | 350 | — | $1.32万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $1.23万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.13万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.08万 | 0.00% | 600 | 600 | — | $1.08万 | 新建仓 |
| VMC | VULCAN MATLS CO | $1.03万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $1.02万 | 0.00% | 1,000 | -125 | -11.1% | -$1,281 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $9,598 | 0.00% | 100 | -7 | -6.5% | -$672 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $9,513 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $8,865 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $8,263 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $7,550 | 0.00% | 50 | 50 | — | $7,550 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $7,172 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $6,651 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $6,543 | 0.00% | 26 | -130 | -83.3% | -$3.27万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $6,426 | 0.00% | 241 | 241 | — | $6,426 | 新建仓 |
| IWD | ISHARES TR | $6,061 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $5,868 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $5,812 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $5,570 | 0.00% | 80 | 80 | — | $5,570 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,320 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $5,120 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $4,932 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $4,906 | 0.00% | 20 | -150 | -88.2% | -$3.68万 | 减仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $4,779 | 0.00% | 407 | 407 | — | $4,779 | 新建仓 |
| RKT | ROCKET COS INC | $4,332 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $3,964 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $3,896 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $3,835 | 0.00% | 50 | 0 | 0.0% | — | 不变 |