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Leverty Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Leverty Financial Group, LLC
报告期 2026-03-31 · CIK 0001908386
持仓数
44
前50大市值合计
$452.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 129 项
建仓 2
增持 11
减持 4
清仓 112
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
-$2.9M
144,247
+1%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.3M
32,597
减持
MMM
3M CO COM
-$1.5M
29,744
-11%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.4M
938,882
+10%
增持
SPY
SPDR S&P 500 ETF
+$1.1M
2,992
+413%
增持
ECL
ECOLAB INC COM
-$614.0K
11,031
+1%
增持
ESGD
ISHARES MSCI EAFE ESG SELECT ETF
+$598.0K
8,367
+3554%
建仓
XVV
ISHARES ESG SCREENED S&P 500 ETF
+$528.0K
15,379
增持
AAPL
APPLE INC COM
+$426.0K
3,253
+304%
减持
EFA
ISHARES MSCI EAFE ETF
-$404.0K
67,507
-1%
增持
ESGE
ISHARES MSCI EM ESG SELECT ETF
+$346.0K
9,584
+6247%
清仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$318.0K
0
-100%
增持
XEL
XCEL ENERGY INC COM
+$304.0K
4,437
+1741%
减持
IJH
ISHARES S&P MIDCAP FUND
-$270.0K
17,612
-0%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$176.0K
16,105
-4%
清仓
APG
API GROUP CORP COM STK
-$162.0K
0
-100%
清仓
QQQ
INVESCO QQQ TRUST
-$156.0K
0
-100%
清仓
AOA
ISHARES CORE AGGRESSIVE ALLOCATION ETF
-$148.0K
0
-100%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$142.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON COM
-$121.0K
0
-100%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$119.0K
0
-100%
清仓
TSLA
TESLA INC COM
-$105.0K
0
-100%
清仓
WMT
WALMART INC COM
-$97.0K
0
-100%
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$96.0K
0
-100%
清仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$96.0K
0
-100%
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$95.0K
0
-100%
清仓
MCD
MCDONALDS CORP COM
-$82.0K
0
-100%
清仓
IWR
ISHARES RUSSELL MID-CAP ETF
-$78.0K
0
-100%
清仓
LOW
LOWES COS INC COM
-$70.0K
0
-100%
清仓
AOM
ISHARES MODERATE ALLOCATION FUND
-$70.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP COM
-$63.0K
0
-100%
清仓
PODD
INSULET CORP COM
-$62.0K
0
-100%
清仓
CSL
CARLISLE COS INC COM
-$61.0K
0
-100%
清仓
META
META PLATFORMS INC CL A
-$60.0K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$59.0K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL COM NEW
-$59.0K
0
-100%
清仓
PFE
PFIZER INC COM
-$57.0K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO COM
-$54.0K
0
-100%
清仓
CSX
CSX CORP COM
-$53.0K
0
-100%
清仓
HD
HOME DEPOT INC COM
-$53.0K
0
-100%
清仓
GIS
GENERAL MLS INC COM
-$51.0K
0
-100%
清仓
EUSB
ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
-$49.0K
0
-100%
清仓
DIS
DISNEY WALT CO COM
-$49.0K
0
-100%
清仓
BP
BP PLC SPONSORED ADR
-$48.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW CL A
-$45.0K
0
-100%
清仓
GLD
SPDR GOLD SHARES
-$43.0K
0
-100%
增持
SPSC
SPS COMM INC COM
+$43.0K
1,611
+36%
清仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$42.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION COM
-$41.0K
0
-100%
清仓
ARKW
ARK NEXT GENERATION INTERNET ETF
-$39.0K
0
-100%
清仓
PII
POLARIS INC COM
-$39.0K
0
-100%
清仓
PEP
PEPSICO INC COM
-$38.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$37.0K
0
-100%
清仓
AMZN
AMAZON COM INC COM
-$36.0K
0
-100%
清仓
KO
COCA COLA CO COM
-$35.0K
0
-100%
增持
TGT
TARGET CORP COM
-$35.0K
2,032
+1%
清仓
—
SEAGEN INC COM
-$35.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$34.0K
0
-100%
清仓
HRL
HORMEL FOODS CORP COM
-$32.0K
0
-100%
清仓
NIO
NIO INC SPON ADS
-$31.0K
0
-100%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$30.0K
0
-100%
清仓
LLY
LILLY ELI & CO COM
-$29.0K
0
-100%
清仓
USXF
ISHARES ESG ADVANCED MSCI USA ETF
-$26.0K
0
-100%
清仓
INSP
INSPIRE MED SYS INC COM
-$25.0K
0
-100%
清仓
—
CANADIAN PAC RY LTD COM
-$24.0K
0
-100%
清仓
SCHM
SCHWAB U.S. MID-CAP ETF
-$24.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO COM NEW
-$23.0K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$23.0K
0
-100%
清仓
FAST
FASTENAL CO COM
-$23.0K
0
-100%
清仓
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$23.0K
0
-100%
清仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$22.0K
0
-100%
增持
EXAS
EXACT SCIENCES CORP COM
-$21.0K
4,150
+4%
清仓
SJM
SMUCKER J M CO COM NEW
-$21.0K
0
-100%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$21.0K
0
-100%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$20.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO COM
-$19.0K
0
-100%
清仓
NNI
NELNET INC CL A
-$19.0K
0
-100%
清仓
SO
SOUTHERN CO COM
-$19.0K
0
-100%
清仓
ORCL
ORACLE CORP COM
-$18.0K
0
-100%
清仓
DE
DEERE & CO COM
-$18.0K
0
-100%
清仓
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$17.0K
0
-100%
清仓
F
FORD MTR CO DEL COM
-$17.0K
0
-100%
清仓
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$16.0K
0
-100%
清仓
VTV
VANGUARD VALUE INDEX FUND
-$14.0K
0
-100%
清仓
SLV
ISHARES SILVER TRUST
-$14.0K
0
-100%
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$13.0K
0
-100%
清仓
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$13.0K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL COM
-$12.0K
0
-100%
清仓
DMXF
ISHARES ESG ADVANCED MSCI EAFE ETF
-$11.0K
0
-100%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$11.0K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SVCS COM
-$11.0K
0
-100%
清仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$10.0K
0
-100%
清仓
VEU
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
-$10.0K
0
-100%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$10.0K
0
-100%
清仓
TTD
THE TRADE DESK INC COM CL A
-$9.0K
0
-100%
清仓
COP
CONOCOPHILLIPS COM
-$9.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW COM
-$9.0K
0
-100%
清仓
GNTX
GENTEX CORP COM
-$8.0K
0
-100%
清仓
—
SENSEONICS HLDGS INC COM
-$8.0K
0
-100%
清仓
—
WELBILT INC COM
-$8.0K
0
-100%
清仓
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
-$8.0K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC COM
-$6.0K
0
-100%
清仓
CAT
CATERPILLAR INC COM
-$6.0K
0
-100%
清仓
TPR
TAPESTRY INC COM
-$5.0K
0
-100%
清仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$5.0K
0
-100%
清仓
MOS
MOSAIC CO NEW COM
-$5.0K
0
-100%
清仓
SKYT
SKYWATER TECHNOLOGY INC COM
-$4.0K
0
-100%
清仓
AOR
ISHARES GROWTH ALLOCATION FUND
-$4.0K
0
-100%
清仓
MO
ALTRIA GROUP INC COM
-$4.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC COM
-$3.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO COM
-$3.0K
0
-100%
清仓
LVS
LAS VEGAS SANDS CORP COM
-$3.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW COM
-$3.0K
0
-100%
清仓
—
AMC ENTMT HLDGS INC CL A COM
-$2.0K
0
-100%
清仓
BAX
BAXTER INTL INC COM
-$2.0K
0
-100%
清仓
—
PERSHING SQUARE TONTINE HLDGS WT EXP 072425
-$2.0K
0
-100%
清仓
GM
GENERAL MTRS CO COM
-$1.0K
0
-100%
清仓
—
TREAN INS GROUP INC COM
-$1.0K
0
-100%
清仓
GPRO
GOPRO INC CL A
-$1.0K
0
-100%
清仓
LITE
LUMENTUM HLDGS INC COM
-$1.0K
0
-100%
清仓
VIAV
VIAVI SOLUTIONS INC COM
-$1.0K
0
-100%
清仓
GAP
GAP INC COM
-$1.0K
0
-100%
清仓
—
SYNTHETIC BIOLOGICS INC COM NEW
+$0
0
-100%
清仓
—
RITE AID CORP COM
+$0
0
-100%
清仓
UFOX
DEFIANCE NEXT GEN CONNECTIVITY ETF
+$0
0
-100%
清仓
—
SOCIAL CAPITAL HEDOSOPHA HLDNG WT EXP 092625
+$0
0
清仓
HTZ
HERTZ GLOBAL HLDGS INC COM NEW
+$0
0
-100%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
+$0
0
-100%
清仓
BMO
BANK MONTREAL QUE COM
+$0
0
-100%