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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
$933.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 88
减持 25
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$43.8M
497,915
-36%
减持
AFRM
AFFIRM HLDGS INC
-$15.1M
1,143,184
-3%
增持
ESGV
VANGUARD WORLD FD
+$7.4M
732,257
+6%
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
JMBS
JANUS DETROIT STR TR
+$5.1M
318,121
+58%
增持
GSLC
GOLDMAN SACHS ETF TR
+$4.7M
400,920
+6%
增持
AMZN
AMAZON COM INC
+$4.1M
140,525
+2%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.1M
411,427
+6%
增持
VSGX
VANGUARD WORLD FD
+$4.0M
791,666
+7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.1M
24,364
-71%
增持
SPYM
SPDR SER TR
+$2.6M
190,631
+26%
增持
IEF
ISHARES TR
+$2.4M
314,764
+11%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
10,719
+6%
建仓
—
BLACKROCK INC
+$1.9M
2,323
增持
MSFT
MICROSOFT CORP
+$1.7M
34,999
+4%
减持
CCI
CROWN CASTLE INC
-$1.6M
14,961
-47%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
-$1.6M
43,174
+0%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.4M
122,898
+25%
增持
QQQ
INVESCO QQQ TR
+$1.3M
29,589
+5%
增持
SO
SOUTHERN CO
+$1.2M
24,446
+227%
增持
LQDH
ISHARES U S ETF TR
+$1.2M
204,848
+6%
减持
CPB
CAMPBELL SOUP CO
-$1.2M
5,238
-84%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$1.2M
130,985
+9%
建仓
—
TOTALENERGIES SE
+$1.2M
16,786
建仓
SNY
SANOFI
+$1.2M
23,765
建仓
ETR
ENTERGY CORP NEW
+$1.1M
10,849
增持
IJR
ISHARES TR
+$1.1M
33,446
+42%
增持
CSCO
CISCO SYS INC
+$1.1M
54,114
+72%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
158,833
+7%
增持
AAPL
APPLE INC
-$1.1M
152,562
+2%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.0M
91,996
+23%
减持
ABBV
ABBVIE INC
-$986.1K
10,612
-42%
减持
LQD
ISHARES TR
-$977.3K
146,734
-4%
减持
USFR
WISDOMTREE TR
-$972.0K
307,343
-6%
增持
IXG
ISHARES TR
+$907.8K
93,247
+5%
减持
PFE
PFIZER INC
-$862.4K
47,180
-38%
增持
VOO
VANGUARD INDEX FDS
+$845.9K
7,345
+23%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$817.9K
206,205
+11%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$804.1K
54,031
+30%
建仓
DBE
INVESCO DB MULTI-SECTOR COMM
+$765.7K
36,945
增持
GOOGL
ALPHABET INC
+$762.9K
35,503
+6%
增持
—
ABRDN ETFS
+$745.5K
67,823
+107%
清仓
—
IMMUNOGEN INC
-$741.7K
0
-100%
增持
IVLU
ISHARES TR
+$724.9K
284,207
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$723.5K
201,694
+10%
增持
BIIB
BIOGEN INC
+$722.0K
13,852
+58%
增持
GCC
WISDOMTREE TR
+$718.8K
366,184
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$712.1K
14,357
+3%
增持
LLY
ELI LILLY & CO
+$708.5K
5,927
+3%
增持
IQLT
ISHARES TR
+$702.8K
247,530
+4%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$664.0K
10,531
增持
VUG
VANGUARD INDEX FDS
+$660.8K
20,723
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$656.0K
37,061
+3%
清仓
PLTM
GRANITESHARES PLATINUM TR
-$654.6K
0
-100%
增持
TLT
ISHARES TR
+$607.9K
116,392
+10%
增持
V
VISA INC
+$572.8K
7,431
+30%
增持
CEMB
ISHARES INC
+$517.9K
156,891
+8%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$509.6K
59,978
+28%
增持
DELL
DELL TECHNOLOGIES INC
+$485.6K
11,242
+10%
减持
GILD
GILEAD SCIENCES INC
-$477.3K
30,956
-9%
增持
MA
MASTERCARD INCORPORATED
+$475.0K
5,401
+12%
增持
AVGO
BROADCOM INC
+$470.3K
1,480
+15%
增持
IVV
ISHARES TR
+$452.9K
8,050
+3%
减持
META
META PLATFORMS INC
+$448.0K
4,239
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$443.8K
7,978
+3%
增持
—
ISHARES TR
+$434.2K
204,977
+9%
增持
QHY
WISDOMTREE TR
+$426.6K
151,294
+7%
增持
VTV
VANGUARD INDEX FDS
+$421.9K
16,259
+9%
增持
—
EATON CORP PLC
+$399.5K
2,468
+84%
增持
IBDR
ISHARES TR
+$392.9K
162,165
+12%
增持
IAGG
ISHARES TR
+$372.6K
84,082
+10%
增持
GOOG
ALPHABET INC
+$367.5K
18,665
+4%
增持
EEM
ISHARES TR
+$363.3K
33,508
+33%
清仓
NKTX
NKARTA INC
-$362.0K
0
-100%
减持
SIVR
ABRDN SILVER ETF TRUST
-$359.0K
33,832
-34%
增持
CI
THE CIGNA GROUP
+$331.9K
2,636
+27%
减持
KOF
COCA-COLA FEMSA SAB DE CV
-$318.5K
11,372
-24%
清仓
AFL
AFLAC INC
-$310.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$305.6K
8,759
+23%
建仓
—
ARCH CAP GROUP LTD
+$290.9K
3,151
减持
NGG
NATIONAL GRID PLC
-$288.2K
16,759
-20%
减持
IWF
ISHARES TR
+$284.7K
9,077
-0%
增持
NFLX
NETFLIX INC
+$281.6K
1,321
+31%
建仓
PGR
PROGRESSIVE CORP
+$277.2K
1,339
建仓
—
PIONEER NAT RES CO
+$272.4K
1,037
清仓
EOG
EOG RES INC
-$266.0K
0
-100%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$255.5K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$253.2K
14,334
+7%
增持
CRM
SALESFORCE INC
+$248.9K
3,604
+28%
清仓
—
TE CONNECTIVITY LTD
-$236.8K
0
-100%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$234.5K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$231.4K
9,871
+1%
建仓
NEE
NEXTERA ENERGY INC
+$229.3K
3,590
建仓
OKE
ONEOK INC NEW
+$227.9K
2,850
建仓
SEIC
SEI INVTS CO
+$227.2K
3,160
清仓
IAU
ISHARES GOLD TR
-$226.1K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$224.7K
722
增持
GLP
GLOBAL PARTNERS LP
+$224.1K
14,500
+45%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$222.6K
0
-100%
清仓
DBB
INVESCO DB MULTI-SECTOR COMM
-$220.1K
0
-100%
增持
IBDT
ISHARES TR
+$219.4K
36,196
+33%
建仓
—
NXP SEMICONDUCTORS N V
+$217.1K
877
清仓
ELV
ELEVANCE HEALTH INC
-$216.0K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$214.6K
15,251
+7%
建仓
MCK
MCKESSON CORP
+$213.3K
397
增持
COST
COSTCO WHSL CORP NEW
+$212.8K
3,790
+4%
建仓
GM
GENERAL MTRS CO
+$209.8K
4,621
建仓
ILMN
ILLUMINA INC
+$207.3K
1,510
清仓
ARKK
ARK ETF TR
-$207.2K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$206.4K
1,176
增持
COP
CONOCOPHILLIPS
+$205.5K
6,715
+19%
建仓
WM
WASTE MGMT INC DEL
+$204.4K
959
增持
—
ISHARES TR
+$204.3K
211,192
+3%
建仓
FELC
FIDELITY COVINGTON TRUST
+$203.6K
6,902
清仓
WPC
WP CAREY INC
-$201.6K
0
-100%
建仓
SOXX
ISHARES TR
+$200.9K
885
清仓
CAR
AVIS BUDGET GROUP
-$200.6K
0
-100%
增持
ESGU
ISHARES TR
+$193.6K
19,011
+0%
增持
DIS
DISNEY WALT CO
+$193.4K
4,966
+28%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$191.2K
124,449
-7%
减持
IBDU
ISHARES TR
-$188.3K
23,919
-25%
增持
HD
HOME DEPOT INC
+$187.0K
5,087
+10%
增持
LEMB
ISHARES INC
+$185.9K
97,446
+7%
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$184.9K
161,361
+10%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$179.9K
140,745
+10%
增持
—
ISHARES TR
+$177.3K
149,275
+6%
减持
EMR
EMERSON ELEC CO
+$176.4K
42,745
-0%
增持
—
BLACKROCK MUNI INCOME TR II
+$173.2K
159,346
+10%
增持
TSLA
TESLA INC
-$173.0K
3,377
+1%
增持
—
HOLOGIC INC
+$172.2K
6,335
+41%
增持
IBTG
ISHARES TR
+$164.2K
82,324
+10%
减持
DUK
DUKE ENERGY CORP NEW
-$161.0K
17,450
-9%
建仓
—
DEUTSCHE BANK A G
+$159.1K
10,089
增持
NVO
NOVO-NORDISK A S
+$153.7K
5,612
+13%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$153.6K
164,373
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$152.2K
43,408
+2%
减持
NKE
NIKE INC
-$150.2K
2,898
-26%
增持
GLDM
WORLD GOLD TR
+$149.4K
29,408
+5%
减持
JPM
JPMORGAN CHASE & CO
+$149.2K
10,315
-4%
增持
GSK
GSK PLC
+$147.4K
24,142
+5%
减持
T
AT&T INC
-$144.5K
156,217
-9%
减持
—
MEDTRONIC PLC
-$141.1K
26,744
-10%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$140.4K
143,264
+9%
增持
AXP
AMERICAN EXPRESS CO
+$137.1K
2,219
+22%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$135.5K
167,235
+10%
增持
VXUS
VANGUARD STAR FDS
+$135.1K
47,541
+1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$133.5K
2,273
-39%
减持
MRK
MERCK & CO INC
+$130.1K
12,357
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$127.9K
2,830
+15%
增持
CAT
CATERPILLAR INC
+$124.8K
3,669
+1%
增持
DOW
DOW INC
+$124.2K
15,467
+11%
