LB
Legacy Bridge, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$2.6亿
申报季度: 2026-03-31 · 持股只数: 320
Legacy Bridge, LLC在最新一期 13F 报告中披露了 320 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 19.5%。
机构性格雪花图
- 集中度
- 5.4
- 持仓稳定性
- 19.48
- 动能／逆势
- 100
- 行业集中度
- 56.72
- 多样化
- 100
- 仓位均衡度
- 81.75
近期动向
加仓 IVV
+778.6% US$252.7万
减仓 PLTR
+2.9% -US$160.1万
加仓 GEV
+1.3% US$265.6万
加仓 STRL
+4.2% US$218.0万
加仓 VRT
+4.6% US$190.9万
加仓 C
+2663.8% US$145.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 4.34% | -0.54% | +1.21% | |
| 2 | GEV | GE Vernova INC | 股票-工业 | 3.88% | +0.83% | +1.35% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.38% | -0.86% | +2.90% | |
| 4 | STRL | Sterling Infrastructure INC | 股票-工业 | 2.98% | +0.69% | +4.22% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.66% | -0.39% | +3.96% | |
| 6 | WTBA | West Bancorporation | 股票-其他 | 2.23% | — | -3.38% | |
| 7 | CAT | Caterpillar INC | 股票-工业 | 2.07% | +0.36% | +4.13% | |
| 8 | CLS | Celestica INC | 股票-科技 | 1.92% | -0.30% | -3.27% | |
| 9 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.90% | +0.65% | +4.65% | |
| 10 | ANET | Arista Networks INC | 股票-科技 | 1.84% | — | +2.60% | |
| 11 | WMT | Walmart INC | 股票-非周期性消费 | 1.83% | +0.16% | +4.29% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.51% | +0.13% | +4.38% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.50% | -0.21% | +3.72% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | — | +0.82% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.39% | -0.29% | +2.95% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 1.37% | +0.14% | +5.20% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.44% | +3.81% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.17% | — | +5.62% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | — | -0.52% | |
| 20 | PH | Parker Hannifin CORP | 股票-工业 | 1.09% | — | +1.91% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | +0.95% | +778.60% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | — | +0.57% | |
| 23 | ASML | ASML Holding N.V. | 股票-科技 | 1.06% | +0.17% | +2.43% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.04% | +0.10% | +1.87% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.91% | — | +1.09% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.90% | +0.07% | +11.70% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.90% | — | +2.33% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | +0.22% | — | |
| 29 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-其他 | 0.89% | — | -1.64% | |
| 30 | VLO | Valero Energy CORP | 股票-能源 | 0.88% | +0.26% | -0.55% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | — | +6.44% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.87% | +0.13% | +3.17% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | — | +1.82% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.85% | — | +7.13% | |
| 35 | MU | Micron Technology INC | 股票-科技 | 0.84% | +0.22% | +21.89% | |
| 36 | PWR | Quanta Services INC | 股票-工业 | 0.77% | +0.15% | +0.99% | |
| 37 | OKLO | Oklo INC | 股票-公用事业 | 0.77% | -0.34% | +6.32% | |
| 38 | LEU | Centrus Energy Corp-class A | 股票-能源 | 0.75% | -0.28% | +8.56% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.75% | — | +0.08% | |
| 40 | ✓ | Nebius Group NV | 股票-其他 | 0.74% | +0.13% | +4.52% | |
| 41 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.73% | -0.22% | +1.09% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.72% | +0.12% | +26.64% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.72% | — | +1.33% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | — | +0.28% | |
| 45 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.71% | — | +3.53% | |
| 46 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.70% | +0.08% | +4.45% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.70% | — | +0.69% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.70% | +0.08% | +26.31% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.15% | -0.02% | |
| 50 | PANW | Palo Alto Networks INC | 股票-科技 | 0.69% | -0.15% | — |
1–50 of 320
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 320 | US$2.6亿 | 19 | |
| 2025-12-31 | 464 | US$2.5亿 | 14 | |
| 2025-09-30 | 312 | US$2.4亿 | 37 | |
| 2025-06-30 | 303 | US$2.1亿 | 0 | |
| 2025-03-31 | 319 | US$1.8亿 | 100 | |
| 2024-12-31 | 298 | US$1.9亿 | 0 | |
| 2024-09-30 | 294 | US$1.9亿 | 0 | |
| 2024-06-30 | 286 | US$1.7亿 | 0 | |
| 2024-03-31 | 317 | US$1.7亿 | 0 | |
| 2023-12-31 | 292 | US$1.5亿 | 0 | |
| 2023-09-30 | 288 | US$1.4亿 | 0 | |
| 2023-06-30 | 292 | US$1.5亿 | 0 | |
| 2023-03-31 | 294 | US$1.4亿 | 0 | |
| 2022-12-31 | 303 | US$1.4亿 | 0 | |
| 2022-09-30 | 288 | US$1.3亿 | 0 | |
| 2022-06-30 | 293 | US$1.4亿 | 0 | |
| 2022-03-31 | 306 | US$1.7亿 | 0 | |
| 2021-12-31 | 311 | US$1.9亿 | 0 | |
| 2021-09-30 | 302 | US$1.7亿 | 0 | |
| 2021-06-30 | 290 | US$1.8亿 | 100 | |
| 2021-03-31 | 292 | US$1.5亿 | 18 | |
| 2020-12-31 | 292 | US$1.4亿 | 26 | |
| 2020-09-30 | 287 | US$1.1亿 | 24 | |
| 2020-06-30 | 288 | US$9086.3万 | 19 | |
| 2020-03-31 | 284 | US$7940.1万 | 45 | |
| 2019-12-31 | 280 | US$1.2亿 | 23 | |
| 2019-09-30 | 278 | US$1.0亿 | 16 | |
| 2019-06-30 | 299 | US$1.0亿 | 13 | |
| 2019-03-31 | 306 | US$9700.4万 | 21 | |
| 2018-12-31 | 220 | US$8081.0万 | — |
本季持股变动
Legacy Bridge, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Western Digital CORP (WDC); 新建仓: Credo Technology Group Holding Ltd (CRDO); 新建仓: Ishares Msci Mexico ETF (EWW); 新建仓: Global X Msci Argentina ETF (ARGT); 清仓: Ishares Msci India ETF (INDA).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | +778.60% | 加仓 |
| 2 | GEV | GE Vernova INC | +0.8% | +1.35% | 加仓 |
| 3 | STRL | Sterling Infrastructure INC | +0.7% | +4.22% | 加仓 |
| 4 | VRT | Vertiv Holdings Co-a | +0.7% | +4.65% | 加仓 |
| 5 | C | Citigroup INC | +0.6% | +2663.83% | 加仓 |
| 6 | MELI | Mercadolibre INC | +0.4% | +1589.19% | 加仓 |
| 7 | CAT | Caterpillar INC | +0.4% | +4.13% | 加仓 |
| 8 | VLO | Valero Energy CORP | +0.3% | -0.55% | 减仓 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | — | 不变 |
| 10 | MU | Micron Technology INC | +0.2% | +21.89% | 加仓 |
| 11 | ESE | Esco Technologies INC | +0.2% | +8.78% | 加仓 |
| 12 | ASML | ASML Holding N.V. | +0.2% | +2.43% | 加仓 |
| 13 | WMT | Walmart INC | +0.2% | +4.29% | 加仓 |
| 14 | PWR | Quanta Services INC | +0.2% | +0.99% | 加仓 |
| 15 | CVX | Chevron CORP | +0.2% | -0.02% | 减仓 |
| 16 | ETN | Eaton Corporation plc | +0.1% | +5.20% | 加仓 |
| 17 | NXT | Nextpower Inc-cl A | +0.1% | — | 不变 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.38% | 加仓 |
| 19 | DE | Deere & Co | +0.1% | +3.17% | 加仓 |
| 20 | ✓ | Nebius Group NV | +0.1% | +4.52% | 加仓 |
| 21 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +26.64% | 加仓 |
| 22 | EQIX | Equinix INC | +0.1% | -0.17% | 减仓 |
| 23 | COST | Costco Wholesale CORP | +0.1% | +1.87% | 加仓 |
| 24 | FCX | Freeport-mcmoran INC | +0.1% | +4.45% | 加仓 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +26.31% | 加仓 |
| 26 | NFG | National Fuel Gas Co | +0.1% | +2.96% | 加仓 |
| 27 | IEMG | Ishares Core Msci Emerging | +0.1% | +11.70% | 加仓 |
| 28 | NOW | Servicenow INC | -0.1% | -2.13% | 减仓 |
| 29 | PANW | Palo Alto Networks INC | -0.2% | — | 不变 |
| 30 | SNOW | Snowflake INC | -0.2% | +2.12% | 加仓 |
| 31 | QCOM | Qualcomm INC | -0.2% | -0.56% | 减仓 |
| 32 | BSX | Boston Scientific CORP | -0.2% | — | 不变 |
| 33 | AMZN | Amazon.com INC | -0.2% | +3.72% | 加仓 |
| 34 | ISRG | Intuitive Surgical INC | -0.2% | +1.09% | 加仓 |
| 35 | AXON | Axon Enterprise INC | -0.2% | +1.23% | 加仓 |
| 36 | LEU | Centrus Energy Corp-class A | -0.3% | +8.56% | 加仓 |
| 37 | LLY | Eli Lilly & Co | -0.3% | +2.95% | 加仓 |
| 38 | CLS | Celestica INC | -0.3% | -3.27% | 减仓 |
| 39 | OKLO | Oklo INC | -0.3% | +6.32% | 加仓 |
| 40 | AVGO | Broadcom INC | -0.4% | +3.96% | 加仓 |
| 41 | MSFT | Microsoft CORP | -0.4% | +3.81% | 加仓 |
| 42 | NVDA | Nvidia CORP | -0.5% | +1.21% | 加仓 |
| 43 | PLTR | Palantir Technologies Inc-a | -0.9% | +2.90% | 加仓 |
| 44 | WDC | Western Digital CORP | — | NEW | 新建仓 |
| 45 | CRDO | Credo Technology Group Holding Ltd | — | NEW | 新建仓 |
| 46 | EWW | Ishares Msci Mexico ETF | — | NEW | 新建仓 |
| 47 | ARGT | Global X Msci Argentina ETF | — | NEW | 新建仓 |
| 48 | INDA | Ishares Msci India ETF | — | EXIT | 清仓 |
| 49 | ILOW | AB Internal Low Volat Eq ETF | — | NEW | 新建仓 |
| 50 | BX | Blackstone INC | — | EXIT | 清仓 |
FAQ
Legacy Bridge, LLC 是什么机构？属于哪种投资人类型？
Legacy Bridge, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.6亿，分布在 320 个已申报仓位之中。
Legacy Bridge, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Legacy Bridge, LLC 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$1137.7万 (4.3%)
2. GE Vernova INC (GEV) — US$1016.9万 (3.9%)
3. Palantir Technologies Inc-a (PLTR) — US$885.3万 (3.4%)
4. Sterling Infrastructure INC (STRL) — US$782.7万 (3.0%)
5. Broadcom INC (AVGO) — US$697.7万 (2.7%)
Legacy Bridge, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Legacy Bridge, LLC 共进行了 46 项显著调整：新建仓 5 个仓位、加仓 33 个既有持股、减仓 6 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Western Digital CORP (WDC); 新建仓: Credo Technology Group Holding Ltd (CRDO); 新建仓: Ishares Msci Mexico ETF (EWW); 新建仓: Global X Msci Argentina ETF (ARGT); 清仓: Ishares Msci India ETF (INDA)
Legacy Bridge, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Legacy Bridge, LLC 的主要板块分布如下：
• Information Technology: 33.8%
• Industrials: 21.5%
• Financials: 10.0%
• Health Care: 7.5%
• Consumer Discretionary: 7.3%
• Energy: 6.0%
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