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Leo Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Leo Wealth, LLC

报告期 2026-03-31 · CIK 0001912202

持仓数

452

前50大市值合计

$933.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

ESGV VANGUARD WORLD FD

ESG US STK ETF

$77.8M

692,530

8.3%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$55.4M

442,595

5.9%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$52.5M

471,880

5.6%

VSGX VANGUARD WORLD FD

ESG INTL STK ETF

$49.8M

693,587

5.3%

IEF ISHARES TR

7-10 YR TRSY BD

$44.3M

464,602

4.8%

AFRM AFFIRM HLDGS INC

COM CL A

$42.4M

924,622

4.5%

JNJ JOHNSON & JOHNSON

COM

$41.8M

171,116

4.5%

LQD ISHARES TR

IBOXX INV CP ETF

$33.2M

304,760

3.6%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$32.1M

419,144

3.4%

AAPL APPLE INC

COM

$30.3M

119,197

3.2%

AMZN AMAZON COM INC

COM

$27.1M

130,025

2.9%

JMBS JANUS DETROIT STR TR

HENDERSON MTG

$26.8M

594,085

2.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$24.1M

786,706

2.6%

JIRE J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT

$19.9M

263,346

2.1%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$17.5M

344,162

1.9%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$17.2M

590,246

1.8%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$15.6M

243,451

1.7%

MSFT MICROSOFT CORP

COM

$15.5M

41,752

1.7%

CEMB ISHARES INC

JP MRG EM CRP BD

$15.4M

339,200

1.6%

IBND SPDR SERIES TRUST

BLOOMBERG INTL

$14.4M

462,961

1.5%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$13.7M

166,263

1.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$12.9M

26,841

1.4%

LEMB ISHARES INC

JP MORGAN EM ETF

$12.6M

308,966

1.4%

HON HONEYWELL INTL INC

COM

$12.4M

54,660

1.3%

EMXC ISHARES INC

MSCI EMRG CHN

$12.3M

156,642

1.3%

NVDA NVIDIA CORPORATION

COM

$12.2M

69,875

1.3%

GEV GE VERNOVA INC

COM

$11.4M

13,052

1.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$11.4M

19,061

1.2%

WSML ISHARES TR

MSCI WORLD SMALL

$11.3M

362,440

1.2%

IXJ ISHARES TR

GLOB HLTHCRE ETF

$11.2M

119,699

1.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$10.7M

24,555

1.1%

HEQT SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY

$10.5M

333,880

1.1%

GCC WISDOMTREE TR

ENHNCD CMMDTY ST

$10.4M

436,173

1.1%

MCD MCDONALDS CORP

COM

$9.0M

29,070

1.0%

BSJT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029 HG

$8.8M

418,693

0.9%

TLT ISHARES TR

20 YR TR BD ETF

$8.6M

99,099

0.9%

BSJQ INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 26

$8.6M

369,699

0.9%

BSJS INVESCO EXCH TRD SLF IDX FD

INVSCO 28 HYCORP

$8.3M

383,914

0.9%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$8.1M

37,720

0.9%

GOOGL ALPHABET INC

CAP STK CL A

$8.1M

28,148

0.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$7.9M

12,147

0.8%

DBAW DBX ETF TR

XTRACK MSCI ALL

$7.7M

180,481

0.8%

BSJV INVESCO EXCH TRD SLF IDX FD

INVESCO BULLETSH

$7.3M

282,511

0.8%

QQQ INVESCO QQQ TR

UNIT SER 1

$7.3M

12,568

0.8%

BLK BLACKROCK INC

COM

$7.2M

7,444

0.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$6.4M

99,867

0.7%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$6.4M

141,847

0.7%

IVV ISHARES TR

CORE S&P500 ETF

$6.2M

9,492

0.7%

— EXXON MOBIL CORP

COM

$6.1M

35,768

0.7%

FLCH FRANKLIN TEMPLETON ETF TR

FTSE CHINA

$5.5M

247,270

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

ESGV8.3%GSLC5.9%AVUS5.6%VSGX5.3%IEF4.8%AFRM4.5%