Legacy Bridge, LLC
WEST DES MOINES IA · SEC CIK 0001689144
$2.62亿2026Q1 申报市值
320持仓数
27.2%前十大占比 · 第一大 4.3%
17 / 160新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$254.29万
WDC 新建仓+$156.61万
C 加仓+$145.31万
CRDO 新建仓+$140.19万
EWW 新建仓+$127.85万
2026Q1 卖出最多 按季末市值估算
INDA 清仓-$80.48万
BX 清仓-$39.07万
WTBA 减仓-$20.46万
CLS 减仓-$17.01万
VOE 减仓-$9.21万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,137.70万 | 4.34% | 65,235 | 777 | 1.2% | $13.55万 | 加仓 |
| GEV | GE VERNOVA INC | $1,016.93万 | 3.88% | 11,650 | 155 | 1.3% | $13.53万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $885.29万 | 3.38% | 60,520 | 1,708 | 2.9% | $24.98万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $782.65万 | 2.98% | 19,217 | 779 | 4.2% | $31.73万 | 加仓 |
| AVGO | BROADCOM INC | $697.70万 | 2.66% | 22,542 | 859 | 4.0% | $26.59万 | 加仓 |
| WTBA | WEST BANCORPORATION INC | $584.76万 | 2.23% | 245,801 | -8,600 | -3.4% | -$20.46万 | 减仓 |
| CAT | CATERPILLAR INC | $543.32万 | 2.07% | 7,669 | 304 | 4.1% | $21.54万 | 加仓 |
| CLS | CELESTICA INC | $503.73万 | 1.92% | 17,883 | -604 | -3.3% | -$17.01万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $499.51万 | 1.90% | 19,934 | 885 | 4.6% | $22.18万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $483.59万 | 1.84% | 39,387 | 1,000 | 2.6% | $12.28万 | 加仓 |
| WMT | WALMART INC | $479.36万 | 1.83% | 38,571 | 1,585 | 4.3% | $19.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $395.10万 | 1.51% | 11,691 | 491 | 4.4% | $16.59万 | 加仓 |
| AMZN | AMAZON COM INC | $393.76万 | 1.50% | 18,906 | 678 | 3.7% | $14.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $381.78万 | 1.46% | 7,967 | 65 | 0.8% | $3.11万 | 加仓 |
| LLY | ELI LILLY & CO | $365.70万 | 1.39% | 3,976 | 114 | 3.0% | $10.49万 | 加仓 |
| ETN | EATON CORP PLC | $358.49万 | 1.37% | 10,023 | 495 | 5.2% | $17.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $337.74万 | 1.29% | 9,124 | 335 | 3.8% | $12.40万 | 加仓 |
| GOOG | ALPHABET INC | $305.51万 | 1.17% | 10,650 | 567 | 5.6% | $16.26万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $301.70万 | 1.15% | 23,039 | -120 | -0.5% | -$1.57万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $287.10万 | 1.09% | 3,207 | 60 | 1.9% | $5.37万 | 加仓 |
| IVV | ISHARES TR | $286.96万 | 1.09% | 4,393 | 3,893 | 778.6% | $254.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $285.69万 | 1.09% | 9,712 | 55 | 0.6% | $1.62万 | 加仓 |
| ASML | ASML HLDG NV | $278.83万 | 1.06% | 2,111 | 50 | 2.4% | $6.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $271.53万 | 1.04% | 2,725 | 50 | 1.9% | $4.98万 | 加仓 |
| AAPL | APPLE INC | $237.40万 | 0.91% | 9,354 | 101 | 1.1% | $2.56万 | 加仓 |
| IEMG | ISHARES INC | $236.99万 | 0.90% | 33,976 | 3,558 | 11.7% | $24.82万 | 加仓 |
| IWO | ISHARES TR | $235.46万 | 0.90% | 7,503 | 171 | 2.3% | $5.37万 | 加仓 |
| — | EXXON MOBIL CORP | $234.72万 | 0.90% | 13,835 | 0 | 0.0% | — | 不变 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $232.51万 | 0.89% | 123,545 | -2,060 | -1.6% | -$3.88万 | 减仓 |
| VLO | VALERO ENERGY CORP | $229.83万 | 0.88% | 9,302 | -51 | -0.5% | -$1.26万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $229.38万 | 0.87% | 35,796 | 2,167 | 6.4% | $13.89万 | 加仓 |
| DE | DEERE & CO | $229.04万 | 0.87% | 4,066 | 125 | 3.2% | $7.04万 | 加仓 |
| IWM | ISHARES TR | $225.08万 | 0.86% | 9,076 | 162 | 1.8% | $4.02万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $223.63万 | 0.85% | 18,851 | 1,255 | 7.1% | $14.89万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $221.01万 | 0.84% | 6,542 | 1,175 | 21.9% | $39.70万 | 加仓 |
| PWR | QUANTA SVCS INC | $201.27万 | 0.77% | 3,666 | 36 | 1.0% | $1.98万 | 加仓 |
| OKLO | OKLO INC | $201.06万 | 0.77% | 40,545 | 2,410 | 6.3% | $11.95万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $197.13万 | 0.75% | 11,356 | 895 | 8.6% | $15.54万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $195.73万 | 0.75% | 25,384 | 20 | 0.1% | $1,542 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $195.15万 | 0.74% | 18,808 | 813 | 4.5% | $8.44万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $191.63万 | 0.73% | 4,157 | 45 | 1.1% | $2.07万 | 加仓 |
| IXUS | ISHARES TR | $190.03万 | 0.72% | 21,933 | 4,614 | 26.6% | $39.98万 | 加仓 |
| LOW | LOWES COS INC | $189.50万 | 0.72% | 8,020 | 105 | 1.3% | $2.48万 | 加仓 |
| HD | HOME DEPOT INC | $187.63万 | 0.72% | 5,705 | 16 | 0.3% | $5,262 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $187.27万 | 0.71% | 10,271 | 350 | 3.5% | $6.38万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $184.35万 | 0.70% | 31,362 | 1,335 | 4.4% | $7.85万 | 加仓 |
| IWR | ISHARES TR | $183.32万 | 0.70% | 18,854 | 130 | 0.7% | $1.26万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $182.64万 | 0.70% | 8,978 | 1,870 | 26.3% | $38.04万 | 加仓 |
| CVX | CHEVRON CORPORATION | $181.49万 | 0.69% | 8,772 | -2 | -0.0% | -$414 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $180.14万 | 0.69% | 11,236 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $176.98万 | 0.67% | 9,335 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $173.42万 | 0.66% | 18,457 | 530 | 3.0% | $4.98万 | 加仓 |
| EQIX | EQUINIX INC | $169.29万 | 0.65% | 1,727 | -3 | -0.2% | -$2,941 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $169.11万 | 0.64% | 9,384 | -25 | -0.3% | -$4,505 | 减仓 |
| NXT | NEXTPOWER INC | $162.38万 | 0.62% | 13,470 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $161.44万 | 0.62% | 67,805 | 1,300 | 2.0% | $3.10万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $160.04万 | 0.61% | 5,688 | 459 | 8.8% | $12.91万 | 加仓 |
| IWS | ISHARES TR | $159.59万 | 0.61% | 10,950 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $157.05万 | 0.60% | 3,698 | 45 | 1.2% | $1.91万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $156.61万 | 0.60% | 5,790 | 5,790 | — | $156.61万 | 新建仓 |
| NDAQ | NASDAQ INC | $155.31万 | 0.59% | 18,295 | 20 | 0.1% | $1,698 | 加仓 |
| EFA | ISHARES TR | $152.97万 | 0.58% | 15,749 | 115 | 0.7% | $1.12万 | 加仓 |
| C | CITIGROUP INC | $150.77万 | 0.57% | 13,294 | 12,813 | 2,663.8% | $145.31万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $148.54万 | 0.57% | 32,790 | 300 | 0.9% | $1.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $148.13万 | 0.56% | 47,846 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $145.43万 | 0.55% | 8,837 | -30 | -0.3% | -$4,937 | 减仓 |
| XBI | SPDR SERIES TRUST | $143.17万 | 0.55% | 11,209 | -90 | -0.8% | -$1.15万 | 减仓 |
| BLK | BLACKROCK INC | $142.43万 | 0.54% | 1,481 | 32 | 2.2% | $3.08万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $140.19万 | 0.53% | 14,935 | 14,935 | — | $140.19万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $139.87万 | 0.53% | 30,105 | 1,460 | 5.1% | $6.78万 | 加仓 |
| TMUS | T-MOBILE US INC | $138.56万 | 0.53% | 6,597 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $136.91万 | 0.52% | 2,393 | 112 | 4.9% | $6.41万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $132.90万 | 0.51% | 6,751 | -290 | -4.1% | -$5.71万 | 减仓 |
| EWW | ISHARES INC | $127.85万 | 0.49% | 16,995 | 16,995 | — | $127.85万 | 新建仓 |
| QCOM | QUALCOMM INC | $125.25万 | 0.48% | 9,726 | -55 | -0.6% | -$7,083 | 减仓 |
| CCJ | CAMECO CORP | $125.10万 | 0.48% | 11,518 | 10 | 0.1% | $1,086 | 加仓 |
| VST | VISTRA CORP | $123.17万 | 0.47% | 8,193 | 488 | 6.3% | $7.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $119.97万 | 0.46% | 22,196 | 3,039 | 15.9% | $16.43万 | 加仓 |
| ARGT | GLOBAL X FDS | $119.26万 | 0.45% | 12,780 | 12,780 | — | $119.26万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $117.81万 | 0.45% | 12,684 | 460 | 3.8% | $4.27万 | 加仓 |
| RIO | RIO TINTO PLC | $108.96万 | 0.42% | 11,680 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $108.06万 | 0.41% | 625 | 588 | 1,589.2% | $101.67万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $103.96万 | 0.40% | 2,115 | -37 | -1.7% | -$1.82万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $102.73万 | 0.39% | 14,433 | -650 | -4.3% | -$4.63万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $100.51万 | 0.38% | 7,897 | -50 | -0.6% | -$6,364 | 减仓 |
| NU | NU HLDGS LTD | $99.95万 | 0.38% | 69,555 | 1,200 | 1.8% | $1.72万 | 加仓 |
| DHR | DANAHER CORP DEL | $99.08万 | 0.38% | 5,226 | 65 | 1.3% | $1.23万 | 加仓 |
| CTRE | CARETRUST REIT INC | $95.55万 | 0.36% | 26,072 | -50 | -0.2% | -$1,833 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $94.67万 | 0.36% | 1,119 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $89.40万 | 0.34% | 5,598 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $88.87万 | 0.34% | 14,162 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $88.77万 | 0.34% | 8,862 | 930 | 11.7% | $9.32万 | 加仓 |
| SYK | STRYKER CORPORATION | $88.42万 | 0.34% | 2,691 | -200 | -6.9% | -$6.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $85.69万 | 0.33% | 1,434 | 170 | 13.4% | $10.16万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $85.61万 | 0.33% | 34,588 | 2,492 | 7.8% | $6.17万 | 加仓 |
| PFE | PFIZER INC | $85.30万 | 0.33% | 30,379 | -80 | -0.3% | -$2,246 | 减仓 |
| AVAV | AEROVIRONMENT INC | $82.78万 | 0.32% | 4,522 | 476 | 11.8% | $8.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $82.70万 | 0.32% | 14,591 | 394 | 2.8% | $2.23万 | 加仓 |
| IWP | ISHARES TR | $80.93万 | 0.31% | 6,317 | 8 | 0.1% | $1,025 | 加仓 |
| GOOGL | ALPHABET INC | $79.86万 | 0.30% | 2,777 | -35 | -1.2% | -$1.01万 | 减仓 |