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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 23
增持 56
减持 46
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$19.5M
324,473
+2450%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$9.1M
0
-100%
增持
AFRM
AFFIRM HLDGS INC
-$8.1M
1,143,219
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。
+0%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$7.9M
35,651
-83%
减持
IQLT
ISHARES TR
-$7.7M
53,023
-79%
减持
IXG
ISHARES TR
-$7.6M
5,619
-94%
减持
IVLU
ISHARES TR
-$7.4M
21,453
-92%
增持
—
BLACKROCK INC
+$7.0M
11,344
+388%
建仓
IXJ
ISHARES TR
+$6.9M
74,334
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$6.7M
17,222
-87%
增持
SPYM
SPDR SER TR
+$6.3M
280,966
+47%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$6.1M
104,102
建仓
—
ECARX HOLDINGS INC
+$5.8M
2,815,817
增持
JNJ
JOHNSON & JOHNSON
-$5.1M
504,294
+1%
减持
AAPL
APPLE INC
+$4.2M
141,627
-7%
增持
AMZN
AMAZON COM INC
+$4.0M
151,509
+8%
减持
ESGV
VANGUARD WORLD FD
-$2.7M
675,878
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.7M
199,151
+25%
建仓
—
ENCORE WIRE CORP
+$2.3M
8,012
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$2.3M
15,498
-71%
减持
JMBS
JANUS DETROIT STR TR
-$2.1M
273,267
-14%
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$2.0M
56,067
-39%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$2.0M
176,855
减持
VSGX
VANGUARD WORLD FD
-$2.0M
759,635
-4%
建仓
XMVFX
BLACKROCK MUNIVEST FD INC
+$2.0M
272,727
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.9M
10,741
-75%
增持
CCI
CROWN CASTLE INC
+$1.9M
35,640
+138%
减持
IEF
ISHARES TR
-$1.8M
298,213
-5%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$1.7M
0
-100%
清仓
IIM
INVESCO VALUE MUN INCOME TR
-$1.7M
0
-100%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$1.6M
0
-100%
增持
ABBV
ABBVIE INC
+$1.6M
20,783
+96%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
18,420
+28%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.4M
20,399
-66%
减持
LLY
ELI LILLY & CO
-$1.4M
3,515
-41%
增持
MSFT
MICROSOFT CORP
+$1.3M
35,550
+2%
增持
META
META PLATFORMS INC
+$1.2M
6,505
+53%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.2M
12,497
建仓
REGN
REGENERON PHARMACEUTICALS
+$949.3K
903
增持
FLCH
FRANKLIN TEMPLETON ETF TR
+$948.2K
284,742
+19%
增持
USFR
WISDOMTREE TR
+$938.6K
325,879
+6%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$899.0K
43,082
-0%
增持
CRM
SALESFORCE INC
+$884.9K
7,690
+113%
增持
AMGN
AMGEN INC
+$844.0K
4,215
+154%
建仓
STZ
CONSTELLATION BRANDS INC
+$829.2K
3,224
减持
GSLC
GOLDMAN SACHS ETF TR
-$806.9K
381,014
-5%
减持
CAT
CATERPILLAR INC
-$803.5K
1,613
-56%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$786.5K
11,570
增持
VUG
VANGUARD INDEX FDS
+$783.5K
21,100
+2%
减持
DELL
DELL TECHNOLOGIES INC
-$781.2K
3,622
-68%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$768.2K
9,091
-63%
增持
NVDA
NVIDIA CORPORATION
+$749.0K
84,209
+686%
建仓
SLB
SCHLUMBERGER LTD
+$722.5K
15,333
建仓
CSX
CSX CORP
+$713.9K
21,333
减持
GSK
GSK PLC
-$709.1K
8,413
-65%
减持
CI
THE CIGNA GROUP
-$708.4K
753
-71%
增持
GOOG
ALPHABET INC
+$700.1K
19,435
+4%
增持
ABT
ABBOTT LABS
+$694.9K
16,809
+82%
建仓
LVS
LAS VEGAS SANDS CORP
+$687.2K
15,577
建仓
USMV
ISHARES TR
+$680.2K
8,121
减持
ADBE
ADOBE INC
-$672.9K
1,385
-52%
减持
LQD
ISHARES TR
-$669.8K
142,454
-3%
减持
KHC
KRAFT HEINZ CO
-$650.8K
54,439
-16%
清仓
BIDU
BAIDU INC
-$648.7K
0
-100%
增持
PEP
PEPSICO INC
+$620.7K
8,010
+100%
增持
FELC
FIDELITY COVINGTON TRUST
+$570.3K
25,261
+266%
减持
KVUE
KENVUE INC
-$557.6K
151,130
-2%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$532.9K
124,741
+1%
增持
MA
MASTERCARD INCORPORATED
+$528.1K
7,110
+32%
减持
GILD
GILEAD SCIENCES INC
-$526.7K
25,347
-18%
增持
SPY
SPDR S&P 500 ETF TR
+$523.8K
8,628
+8%
减持
—
KELLANOVA
-$520.7K
28,133
-25%
减持
BABA
ALIBABA GROUP HLDG LTD
-$520.3K
16,183
-31%
清仓
INTC
INTEL CORP
-$508.1K
0
-100%
增持
HD
HOME DEPOT INC
+$502.1K
7,047
+39%
增持
T
AT&T INC
+$498.8K
170,065
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$489.7K
44,451
+2%
减持
TXN
TEXAS INSTRS INC
-$486.8K
3,552
-48%
增持
—
ISHARES TR
+$486.6K
224,137
+9%
减持
KO
COCA COLA CO
-$481.5K
19,205
-31%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$478.6K
0
-100%
减持
PFE
PFIZER INC
-$474.2K
29,703
-37%
增持
IAGG
ISHARES TR
+$465.5K
93,453
+11%
增持
NVS
NOVARTIS AG
+$465.3K
12,892
+37%
增持
IVV
ISHARES TR
+$462.4K
8,572
+6%
增持
—
ACCENTURE PLC IRELAND
+$462.3K
4,230
+78%
减持
HSBC
HSBC HLDGS PLC
-$458.4K
4,675
-72%
清仓
AMT
AMERICAN TOWER CORP NEW
-$453.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$452.4K
1,998
+80%
减持
VV
VANGUARD INDEX FDS
-$449.9K
5,584
-28%
增持
GCC
WISDOMTREE TR
+$447.6K
381,051
+4%
增持
GE
GE AEROSPACE
+$441.2K
4,074
+246%
增持
IBDR
ISHARES TR
+$437.4K
180,737
+11%
减持
ORCL
ORACLE CORP
-$423.2K
5,731
-42%
增持
IBDS
ISHARES TR
+$402.1K
80,708
+27%
减持
GOOGL
ALPHABET INC
-$401.6K
27,526
-22%
减持
EEM
ISHARES TR
-$392.6K
23,103
-31%
增持
CEMB
ISHARES INC
+$386.8K
166,326
+6%
减持
MCD
MCDONALDS CORP
-$366.4K
2,500
-30%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$362.5K
195,708
+17%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$349.9K
0
-100%
清仓
WSM
WILLIAMS SONOMA INC
-$341.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$336.4K
2,736
-45%
建仓
XLK
SELECT SECTOR SPDR TR
+$319.7K
1,404
减持
CVX
CHEVRON CORP NEW
-$311.7K
6,892
-21%
增持
IJR
ISHARES TR
+$304.9K
37,515
+12%
增持
TSLA
TESLA INC
+$301.2K
4,440
+31%
清仓
IHF
ISHARES TR
-$300.6K
0
-100%
增持
IBDT
ISHARES TR
+$298.3K
48,435
+34%
清仓
YUM
YUM BRANDS INC
-$296.0K
0
-100%
增持
MGC
VANGUARD WORLD FD
+$282.5K
14,493
+5%
增持
AXP
AMERICAN EXPRESS CO
+$277.4K
3,360
+51%
建仓
VFMV
VANGUARD WELLINGTON FD
+$273.9K
2,418
清仓
—
PIONEER NAT RES CO
-$272.4K
0
-100%
建仓
—
CHUBB LIMITED
+$269.7K
1,058
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$269.0K
188,991
+17%
建仓
AMAT
APPLIED MATLS INC
+$266.8K
1,130
增持
KMB
KIMBERLY-CLARK CORP
+$263.1K
9,547
+17%
建仓
GLW
CORNING INC
+$258.5K
6,667
清仓
SBUX
STARBUCKS CORP
-$257.4K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$255.8K
0
-100%
减持
—
EATON CORP PLC
-$252.6K
1,657
-33%
增持
FCX
FREEPORT-MCMORAN INC
+$250.6K
11,661
+73%
增持
BIIB
BIOGEN INC
+$248.5K
13,956
+1%
增持
HON
HONEYWELL INTL INC
+$246.9K
5,420
+22%
清仓
XLP
SELECT SECTOR SPDR TR
-$246.2K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$240.8K
0
-100%
减持
LOW
LOWES COS INC
-$239.0K
2,480
-20%
增持
—
ARCH CAP GROUP LTD
+$236.6K
5,241
+66%
建仓
IYW
ISHARES TR
+$234.6K
1,543
清仓
BBY
BEST BUY INC
-$228.8K
0
-100%
增持
EMR
EMERSON ELEC CO
-$228.2K
42,787
+0%
清仓
SEIC
SEI INVTS CO
-$227.2K
0
-100%
清仓
VLUE
ISHARES TR
-$217.9K
0
-100%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$217.2K
1,263
增持
NFLX
NETFLIX INC
+$214.9K
1,511
+14%
增持
—
BLACKROCK MUNI INCOME TR II
+$213.6K
179,495
+13%
减持
TGT
TARGET CORP
-$213.4K
1,856
-32%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$212.8K
19,011
+4%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$211.4K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$211.4K
2,866
清仓
GM
GENERAL MTRS CO
-$209.8K
0
-100%
清仓
ILMN
ILLUMINA INC
-$207.3K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$206.6K
12,631
减持
CVS
CVS HEALTH CORP
-$204.3K
6,097
-13%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$203.9K
0
-100%
增持
GLD
SPDR GOLD TR
+$203.4K
7,420
+10%
清仓
USB
US BANCORP DEL
-$202.7K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$198.6K
131,548
-7%
减持
NGG
NATIONAL GRID PLC
-$198.0K
16,633
-1%
