Legacy Bridge, LLC 13F 持仓 · 2026年Q2
Legacy Bridge 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 322 只证券，申报市值合计 3.24 亿美元。前几大持仓：GEV（4.10%）、STRL（3.81%）、NVDA（3.65%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | $13.3M | 4.10% | 11,289 | 减持 |
| 2 | STRL | STERLING INFRASTRUCTURE INC | $12.3M | 3.81% | 14,700 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $11.8M | 3.65% | 58,994 | 减持 |
| 4 | CAT | CATERPILLAR INC | $8.2M | 2.53% | 7,679 | 增持 |
| 5 | AVGO | BROADCOM INC | $7.7M | 2.38% | 20,418 | 减持 |
| 6 | MU | MICRON TECHNOLOGY INC | $7.4M | 2.29% | 6,433 | 减持 |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $7.1M | 2.18% | 60,435 | 减持 |
| 8 | ANET | ARISTA NETWORKS INC | $6.7M | 2.08% | 39,572 | 增持 |
| 9 | VRT | VERTIV HOLDINGS CO | $6.7M | 2.08% | 20,066 | 增持 |
| 10 | CLS | CELESTICA INC | $6.4M | 1.99% | 17,676 | 减持 |
| 11 | WTBA | WEST BANCORPORATION INC | $6.0M | 1.85% | 225,579 | 减持 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.6M | 1.73% | 11,697 | 增持 |
| 13 | NBIS | NEBIUS GROUP N.V. | $5.3M | 1.65% | 19,328 | 增持 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $5.3M | 1.64% | 9,160 | 增持 |
| 15 | LLY | ELI LILLY & CO | $4.8M | 1.47% | 3,978 | 增持 |
| 16 | AMZN | AMAZON COM INC | $4.5M | 1.40% | 18,992 | 增持 |
| 17 | WMT | WALMART INC | $4.4M | 1.35% | 38,731 | 增持 |
| 18 | ETN | EATON CORP PLC | $4.3M | 1.34% | 10,179 | 增持 |
| 19 | ASML | ASML HLDG NV | $4.2M | 1.31% | 2,126 | 增持 |
| 20 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4.1M | 1.26% | 15,030 | 增持 |
| 21 | PANW | PALO ALTO NETWORKS INC | $3.8M | 1.18% | 11,236 | 持平 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.8M | 1.17% | 7,557 | 减持 |
| 23 | GOOG | ALPHABET INC | $3.8M | 1.17% | 10,695 | 增持 |
| 24 | WDC | WESTERN DIGITAL CORP | $3.8M | 1.17% | 5,926 | 增持 |
| 25 | JCI | JOHNSON CONTROLS INTERNATION | $3.4M | 1.06% | 23,379 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR