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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 24
增持 79
减持 31
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$11.0M
148,713
+235%
减持
AFRM
AFFIRM HLDGS INC
+$10.5M
1,104,513
-3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$9.4M
444,368
+17%
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
JNJ
JOHNSON & JOHNSON
+$8.7M
508,483
+1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$8.3M
236,184
+127%
减持
TLT
ISHARES TR
-$6.6M
44,087
-63%
增持
IEF
ISHARES TR
+$4.6M
329,439
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.3M
233,164
+17%
增持
VSGX
VANGUARD WORLD FD
+$4.1M
774,412
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.1M
25,186
+37%
增持
ESGV
VANGUARD WORLD FD
+$4.0M
682,919
+1%
增持
LQD
ISHARES TR
+$3.7M
166,888
+17%
减持
AMZN
AMAZON COM INC
-$3.7M
138,074
-9%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.3M
419,713
+3%
增持
JMBS
JANUS DETROIT STR TR
+$3.3M
329,893
+21%
增持
MSFT
MICROSOFT CORP
+$2.4M
42,867
+21%
清仓
—
ENCORE WIRE CORP
-$2.3M
0
-100%
减持
AAPL
APPLE INC
+$2.2M
139,213
-2%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$2.1M
340,076
+5%
增持
USFR
WISDOMTREE TR
+$2.0M
366,072
+12%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.9M
85,351
+52%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
11,209
+30%
减持
—
BLACKROCK INC
-$1.7M
7,583
-33%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.6M
66,431
+86%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
+$1.5M
41,433
-4%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
9,478
+29%
减持
IWY
ISHARES TR
-$1.3M
7,866
-44%
增持
SPYM
SPDR SER TR
+$1.3M
285,810
+2%
增持
META
META PLATFORMS INC
+$1.1M
7,642
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
19,550
+3%
减持
—
ISHARES TR
-$1.0M
68,904
-38%
减持
FLCH
FRANKLIN TEMPLETON ETF TR
+$992.9K
284,017
-0%
增持
IJR
ISHARES TR
+$984.8K
42,631
+14%
减持
NVDA
NVIDIA CORPORATION
-$867.6K
78,782
-6%
增持
IXJ
ISHARES TR
+$867.2K
79,063
+6%
增持
LQDH
ISHARES U S ETF TR
+$858.4K
217,240
+5%
增持
ABBV
ABBVIE INC
+$828.6K
22,228
+7%
减持
—
ISHARES TR
-$796.4K
176,052
-15%
增持
IBTH
ISHARES TR
+$791.7K
66,736
+105%
增持
CEMB
ISHARES INC
+$776.4K
176,523
+6%
增持
IBDS
ISHARES TR
+$767.0K
110,061
+36%
增持
CCI
CROWN CASTLE INC
+$760.6K
35,763
+0%
增持
KVUE
KENVUE INC
+$759.3K
151,611
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$738.8K
423
+58%
增持
AUID
AUTHID INC
-$694.1K
173,302
+1%
建仓
ZION
ZIONS BANCORPORATION N A
+$687.4K
14,557
建仓
JAAA
JANUS DETROIT STR TR
+$687.3K
13,508
清仓
USMV
ISHARES TR
-$680.2K
0
-100%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$674.0K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$658.4K
7,862
减持
LLY
ELI LILLY & CO
-$631.2K
2,892
-18%
增持
GILD
GILEAD SCIENCES INC
+$616.6K
28,099
+11%
增持
QHY
WISDOMTREE TR
+$613.6K
163,573
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$601.3K
10,570
+66%
减持
GOOGL
ALPHABET INC
-$594.7K
26,661
-3%
增持
IMCG
ISHARES TR
+$588.9K
37,303
+17%
增持
T
AT&T INC
+$574.6K
173,587
+2%
减持
BIIB
BIOGEN INC
-$533.4K
13,939
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$516.8K
12,356
-46%
建仓
XLP
SELECT SECTOR SPDR TR
+$507.3K
6,112
建仓
SPYI
NEOS ETF TRUST
+$507.2K
9,900
清仓
DELL
DELL TECHNOLOGIES INC
-$504.5K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$504.4K
17,830
+10%
减持
—
ECARX HOLDINGS INC
-$503.2K
2,773,517
-2%
减持
—
KELLANOVA
+$500.7K
26,260
-7%
增持
CSCO
CISCO SYS INC
+$498.7K
60,548
+6%
增持
LEMB
ISHARES INC
+$487.0K
103,455
+6%
清仓
IXG
ISHARES TR
-$478.7K
0
-100%
建仓
IBTM
ISHARES TR
+$464.7K
19,790
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$462.6K
21,132
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$458.1K
36,469
-2%
减持
EMR
EMERSON ELEC CO
-$453.5K
38,140
-11%
增持
NGG
NATIONAL GRID PLC
+$450.9K
20,035
+20%
增持
GLD
SPDR GOLD TR
+$447.1K
8,405
+13%
增持
AVGO
BROADCOM INC
+$441.7K
14,865
+1030%
减持
BABA
ALIBABA GROUP HLDG LTD
+$440.5K
15,131
-7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$435.8K
12,343
+132%
增持
IAGG
ISHARES TR
+$429.7K
98,266
+5%
增持
—
MEDTRONIC PLC
+$428.4K
30,530
+3%
增持
VOE
VANGUARD INDEX FDS
+$427.6K
5,404
+68%
减持
IBTG
ISHARES TR
-$405.9K
68,666
-22%
建仓
SPYV
SPDR SER TR
+$398.5K
7,539
增持
DUK
DUKE ENERGY CORP NEW
+$398.3K
18,190
+7%
增持
ET
ENERGY TRANSFER L P
+$396.4K
37,575
+197%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$390.8K
7,545
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$375.8K
10,022
-42%
增持
SO
SOUTHERN CO
+$375.1K
25,544
+3%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$358.7K
5,001
增持
IVE
ISHARES TR
+$358.7K
22,244
+0%
增持
ETR
ENTERGY CORP NEW
+$355.8K
11,725
+6%
减持
COST
COSTCO WHSL CORP NEW
-$355.6K
2,800
-16%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$353.3K
18,635
+5%
增持
ABT
ABBOTT LABS
+$351.7K
18,393
+9%
增持
CRM
SALESFORCE INC
+$345.8K
8,473
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$344.5K
58,380
+33%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$343.3K
11,486
减持
MA
MASTERCARD INCORPORATED
+$343.1K
7,019
-1%
清仓
ANGL
VANECK ETF TRUST
-$341.7K
0
-100%
增持
XMVFX
BLACKROCK MUNIVEST FD INC
+$341.3K
302,334
+11%
减持
EW
EDWARDS LIFESCIENCES CORP
-$335.7K
12,406
-1%
增持
TSLA
TESLA INC
+$332.9K
4,691
+6%
增持
IBDT
ISHARES TR
+$332.0K
59,998
+24%
建仓
FLTR
VANECK ETF TRUST
+$324.0K
12,719
清仓
GSK
GSK PLC
-$323.4K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$319.7K
0
-100%
清仓
REGL
PROSHARES TR
-$317.5K
0
-100%
减持
HON
HONEYWELL INTL INC
-$316.6K
4,057
-25%
建仓
PDD
PDD HOLDINGS INC
+$309.8K
2,298
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$308.6K
208,584
+10%
增持
—
ACCENTURE PLC IRELAND
+$307.7K
4,500
+6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$303.6K
70,630
+26%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$302.8K
12,911
建仓
SPTS
SPDR SER TR
+$299.2K
10,172
增持
VZ
VERIZON COMMUNICATIONS INC
+$298.0K
81,789
+0%
增持
SNY
SANOFI
+$297.8K
25,182
+6%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$296.7K
194,030
+10%
减持
—
ISHARES TR
-$295.9K
210,204
-6%
增持
—
BLACKROCK MUNI INCOME TR II
+$295.6K
198,577
+11%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$294.1K
218,123
+11%
建仓
SPYG
SPDR SER TR
+$290.7K
3,505
增持
VOD
VODAFONE GROUP PLC NEW
+$287.4K
143,686
+11%
减持
NOW
SERVICENOW INC
-$284.4K
255
-61%
减持
HD
HOME DEPOT INC
+$282.3K
6,598
-6%
增持
GCC
WISDOMTREE TR
+$276.8K
392,221
+3%
清仓
VFMV
VANGUARD WELLINGTON FD
-$273.9K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$266.8K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$266.6K
2,735
减持
ELA
ENVELA CORP
-$265.2K
21,665
-74%
建仓
CME
CME GROUP INC
+$259.8K
1,177
增持
ORCL
ORACLE CORP
+$258.5K
6,274
+9%
建仓
DE
DEERE & CO
+$258.0K
618
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$257.4K
13,525
+17%
清仓
WM
WASTE MGMT INC DEL
-$257.2K
0
-100%
建仓
IBDV
ISHARES TR
+$257.0K
11,590
增持
—
EXXON MOBIL CORP
+$256.0K
40,275
+4%
增持
QQQ
INVESCO QQQ TR
+$255.9K
27,611
+0%
增持
GLDM
WORLD GOLD TR
+$252.4K
31,069
+5%
减持
MRK
MERCK & CO INC
-$249.2K
11,329
-7%
建仓
ONEQ
FIDELITY COMWLTH TR
+$242.5K
3,387
增持
LVS
LAS VEGAS SANDS CORP
+$238.9K
18,397
+18%
清仓
MCK
MCKESSON CORP
-$238.1K
0
-100%
增持
ORANY
ORANGE
+$237.3K
106,842
+8%
建仓
TOTL
SSGA ACTIVE ETF TR
+$237.1K
5,726
清仓
IYW
ISHARES TR
-$234.6K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$234.4K
47,782
+1%
建仓
UBER
UBER TECHNOLOGIES INC
+$233.3K
3,104
清仓
—
SOURCE CAP INC
-$232.9K
0
-100%
增持
NVS
NOVARTIS AG
+$230.6K
13,939
+8%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$229.4K
4,827
清仓
—
NXP SEMICONDUCTORS N V
-$226.3K
0
-100%
