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
LRCX LAM RESEARCH CORP $5.55万0.02%128 00.0% — 不变
DVY ISHARES TR $5.47万0.02%350 00.0% — 不变
DAR DARLING INGREDIENTS INC $5.46万0.02%1,000 00.0% — 不变
EMR EMERSON ELEC CO $5.44万0.02%380 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $5.36万0.02%180 00.0% — 不变
MAS MASCO CORP $5.29万0.02%650 00.0% — 不变
COF CAPITAL ONE FINL CORP $5.26万0.02%262 00.0% — 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 00.0% — 不变
IBDT ISHARES TR $4.80万0.01%1,900 00.0% — 不变
MP MP MATERIALS CORP $4.76万0.01%850 00.0% — 不变
FXE INVESCO CURRENCYSHARES EURO $4.74万0.01%450 00.0% — 不变
SHEL SHELL PLC $4.65万0.01%600 00.0% — 不变
NVS NOVARTIS AG $4.58万0.01%292 00.0% — 不变
ILF ISHARES TR $4.38万0.01%1,298 00.0% — 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 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $4.08万0.01%909 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $4.04万0.01%883 00.0% — 不变
KLAC KLA CORP $3.92万0.01%130 00.0% — 不变
INV INNVENTURE INC $3.80万0.01%7,489 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $3.54万0.01%1,530 00.0% — 不变
SPEM SPDR INDEX SHS FDS $3.47万0.01%671 00.0% — 不变
IBDR ISHARES TR $3.37万0.01%1,392 00.0% — 不变
APP APPLOVIN CORP $3.35万0.01%65 00.0% — 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 00.0% — 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 00.0% — 不变
COR CENCORA INC $3.11万0.01%110 00.0% — 不变
EFV ISHARES TR $3.06万0.01%400 00.0% — 不变
HOOD ROBINHOOD MKTS INC $3.06万0.01%305 00.0% — 不变
ACGL ARCH CAP GROUP LTD $3.04万0.01%313 00.0% — 不变
SBUX STARBUCKS CORP $3.01万0.01%295 00.0% — 不变
VMRK EQUITY RESIDENTIAL $3.00万0.01%442 00.0% — 不变
DDOG DATADOG INC $2.92万0.01%112 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $2.89万0.01%66 1529.4% $6,565 加仓
ONON ON HLDG AG $2.85万0.01%805 506.6% $1,771 加仓
— AVALONBAY CMNTYS INC $2.83万0.01%150 00.0% — 不变
XLB SELECT SECTOR SPDR TR $2.59万0.01%510 00.0% — 不变
CMCSA COMCAST CORP NEW $2.59万0.01%1,055 00.0% — 不变
LITE LUMENTUM HLDGS INC $2.57万0.01%30 00.0% — 不变
CIFR CIPHER DIGITAL INC $2.50万0.01%1,020 00.0% — 不变
SYY SYSCO CORP $2.47万0.01%295 00.0% — 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 00.0% — 不变
AAOI APPLIED OPTOELECTRONICS INC $2.22万0.01%150 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $2.16万0.01%140 00.0% — 不变
IGF ISHARES TR $2.11万0.01%317 00.0% — 不变
EQT EQT CORP $2.10万0.01%395 00.0% — 不变
XLV SELECT SECTOR SPDR TR $2.09万0.01%132 00.0% — 不变
T AT&T INC $2.07万0.01%1,000 12814.7% $2,650 加仓
EEM ISHARES TR $2.05万0.01%300 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $2.03万0.01%54 00.0% — 不变
DKNG DRAFTKINGS INC NEW $2.02万0.01%800 00.0% — 不变
LEN LENNAR CORP $1.95万0.01%215 00.0% — 不变
DOW DOW HLDGS INC $1.95万0.01%711 00.0% — 不变
USRT ISHARES TR $1.93万0.01%291 00.0% — 不变
P EVERPURE INC $1.85万0.01%235 00.0% — 不变
XPO XPO INC $1.85万0.01%90 00.0% — 不变
MDB MONGODB INC $1.85万0.01%55 00.0% — 不变
D DOMINION ENERGY INC $1.67万0.01%245 00.0% — 不变
WSO WATSCO INC $1.67万0.01%40 00.0% — 不变
IDEV ISHARES TR $1.66万0.01%187 00.0% — 不变
EOSE EOS ENERGY ENTERPRISES INC $1.65万0.01%2,800 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $1.60万0.00%440 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $1.57万0.00%60 46328.6% $1.20万 重新持有
AGG ISHARES TR $1.56万0.00%158 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.51万0.00%539 00.0% — 不变
EZU ISHARES INC $1.49万0.00%215 157.5% $1,043 加仓
MKL MARKEL GROUP INC $1.37万0.00%7 00.0% — 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 00.0% — 不变
MCO MOODYS CORP $1.13万0.00%25 00.0% — 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 00.0% — 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 $9,5980.00%100 -7-6.5% -$672 减仓
SCHD SCHWAB STRATEGIC TR $9,5130.00%300 00.0% — 不变
ARM ARM HOLDINGS PLC $8,8650.00%25 00.0% — 不变
BAC BANK OF AMER CORP $8,2630.00%145 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $7,5500.00%50 50— $7,550 新建仓
VGK VANGUARD INTL EQUITY INDEX F $7,1720.00%81 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $6,6510.00%16 00.0% — 不变
ABBV ABBVIE INC $6,5430.00%26 -130-83.3% -$3.27万 减仓
— WARNER BROS DISCOVERY INC $6,4260.00%241 241— $6,426 新建仓
IWD ISHARES TR $6,0610.00%25 00.0% — 不变
CL COLGATE PALMOLIVE CO $5,8680.00%64 00.0% — 不变
SLB SLB LIMITED $5,8120.00%125 00.0% — 不变
LASR NLIGHT INC $5,5700.00%80 80— $5,570 新建仓
RSP INVESCO EXCHANGE TRADED FD T $5,3200.00%25 00.0% — 不变
POST POST HLDGS INC $5,1200.00%58 00.0% — 不变
COMP COMPASS INC $4,9320.00%400 00.0% — 不变
NET CLOUDFLARE INC $4,9060.00%20 -150-88.2% -$3.68万 减仓
— AMERICAN OUTDOOR BRANDS INC $4,7790.00%407 407— $4,779 新建仓
RKT ROCKET COS INC $4,3320.00%275 00.0% — 不变
XLC SELECT SECTOR SPDR TR $3,9640.00%37 00.0% — 不变
BSV VANGUARD BD INDEX FDS $3,8960.00%50 00.0% — 不变
BIV VANGUARD BD INDEX FDS $3,8350.00%50 00.0% — 不变