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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 62
减持 43
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$28.1M
375,697
-26%
减持
AFRM
AFFIRM HLDGS INC
+$17.4M
1,025,513
-7%
建仓
BLK
BLACKROCK INC
+$13.0M
12,716
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。
减持
IEF
ISHARES TR
-$7.4M
269,399
-18%
清仓
—
BLACKROCK INC
-$7.2M
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$6.5M
111,390
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$6.3M
276,529
-19%
减持
VSGX
VANGUARD WORLD FD
-$5.2M
748,862
-3%
增持
AMZN
AMAZON COM INC
+$5.1M
140,529
+2%
增持
GSLC
GOLDMAN SACHS ETF TR
+$5.0M
479,463
+8%
增持
HON
HONEYWELL INTL INC
+$4.6M
24,079
+494%
清仓
—
ISHARES TR
-$4.4M
0
-100%
清仓
TLT
ISHARES TR
-$4.3M
0
-100%
增持
ESGV
VANGUARD WORLD FD
+$3.3M
693,539
+2%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.1M
443,635
+6%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$2.7M
35,954
增持
SPYM
SPDR SER TR
+$2.3M
313,799
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
28,601
+171%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.1M
630,682
+324%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.1M
11,918
增持
IBDT
ISHARES TR
+$2.1M
145,256
+142%
减持
—
ISHARES TR
-$2.1M
55,518
-61%
增持
GOOG
ALPHABET INC
+$2.0M
30,135
+36%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.0M
794,672
+241%
增持
GOOGL
ALPHABET INC
+$1.9M
33,334
+25%
减持
USFR
WISDOMTREE TR
-$1.8M
328,629
-10%
减持
IXJ
ISHARES TR
-$1.8M
69,778
-12%
建仓
COMT
ISHARES U S ETF TR
+$1.7M
66,442
清仓
—
ISHARES TR
-$1.7M
0
-100%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$1.6M
0
-100%
增持
IBDU
ISHARES TR
+$1.6M
109,703
+180%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
-$1.6M
41,440
+0%
增持
IBDS
ISHARES TR
+$1.5M
176,613
+60%
减持
LQD
ISHARES TR
-$1.5M
162,097
-3%
减持
AAPL
APPLE INC
+$1.5M
135,417
-3%
增持
MRK
MERCK & CO INC
+$1.5M
27,565
+143%
减持
—
ISHARES TR
-$1.4M
153,850
-27%
清仓
NGG
NATIONAL GRID PLC
-$1.4M
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.4M
69,290
-59%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.4M
0
-100%
减持
—
MEDTRONIC PLC
-$1.3M
17,903
-41%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.3M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.3M
11,705
-58%
减持
KHC
KRAFT HEINZ CO
-$1.3M
18,575
-65%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.2M
252,620
+7%
清仓
BCE
BCE INC
-$1.2M
0
-100%
清仓
ORANY
ORANGE
-$1.2M
0
-100%
增持
IBTI
ISHARES TR
+$1.2M
88,260
+177%
增持
NFLX
NETFLIX INC
+$1.2M
2,740
+56%
增持
GIS
GENERAL MLS INC
+$1.2M
29,360
+209%
清仓
—
ISHARES TR
-$1.1M
0
-100%
建仓
DTE
DTE ENERGY CO
+$1.1M
9,138
减持
CCI
CROWN CASTLE INC
-$1.1M
34,621
-3%
建仓
D
DOMINION ENERGY INC
+$1.1M
20,333
建仓
VHT
VANGUARD WORLD FD
+$1.1M
4,278
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.0M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$1.0M
69,705
+46%
建仓
HYDB
ISHARES TR
+$1.0M
21,539
增持
UBER
UBER TECHNOLOGIES INC
+$965.5K
19,874
+540%
清仓
STZ
CONSTELLATION BRANDS INC
-$959.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$953.0K
12,600
+12%
增持
MA
MASTERCARD INCORPORATED
+$896.7K
8,285
+18%
增持
CVX
CHEVRON CORP NEW
+$864.4K
14,352
+74%
清仓
CSX
CSX CORP
-$863.2K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$857.5K
5,860
+80%
减持
AVGO
BROADCOM INC
+$850.8K
14,840
-0%
减持
NVDA
NVIDIA CORPORATION
+$848.3K
77,560
-2%
增持
TSLA
TESLA INC
+$819.9K
5,069
+8%
建仓
IBTJ
ISHARES TR
+$815.4K
38,234
增持
—
INVESCO EXCH TRD SLF IDX FD
+$807.2K
93,496
+60%
减持
IBDR
ISHARES TR
-$804.8K
140,647
-18%
增持
RTX
RTX CORPORATION
+$800.9K
11,997
+147%
建仓
PAR
PAR TECHNOLOGY CORP
+$786.0K
10,816
增持
KMB
KIMBERLY-CLARK CORP
+$783.4K
16,143
+72%
减持
IBTG
ISHARES TR
-$764.7K
35,909
-48%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$758.8K
4,064
增持
SPGI
S&P GLOBAL INC
+$756.5K
2,531
+159%
增持
IJR
ISHARES TR
+$756.3K
49,838
+17%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$743.4K
44,952
+248%
清仓
SLB
SCHLUMBERGER LTD
-$740.5K
0
-100%
减持
AMGN
AMGEN INC
-$721.5K
2,760
-38%
增持
LQDH
ISHARES U S ETF TR
+$712.9K
225,694
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$688.7K
172,546
+24%
增持
CL
COLGATE PALMOLIVE CO
+$682.5K
13,458
+158%
减持
VOD
VODAFONE GROUP PLC NEW
-$669.9K
90,678
-37%
增持
KO
COCA COLA CO
+$667.2K
31,769
+74%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$663.8K
4,455
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$658.4K
0
-100%
增持
IBDV
ISHARES TR
+$657.6K
42,818
+269%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$640.0K
8,462
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$631.0K
11,894
减持
ABBV
ABBVIE INC
-$629.6K
21,159
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$612.3K
16,876
-14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$610.9K
75,947
-7%
减持
REGN
REGENERON PHARMACEUTICALS
-$610.4K
635
-37%
减持
—
TOTALENERGIES SE
-$606.1K
10,126
-43%
增持
QCOM
QUALCOMM INC
+$601.9K
7,277
+140%
减持
T
AT&T INC
-$581.1K
142,196
-18%
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$579.7K
26,740
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$571.7K
12,910
-31%
减持
BIIB
BIOGEN INC
-$571.5K
13,932
-0%
建仓
EOG
EOG RES INC
+$567.3K
4,628
增持
UNP
UNION PAC CORP
+$539.0K
3,765
+190%
减持
QQQ
INVESCO QQQ TR
+$531.7K
27,402
-1%
增持
—
ASML HOLDING N V
+$528.7K
1,280
+198%
减持
—
KELLANOVA
-$514.1K
19,827
-24%
减持
EMR
EMERSON ELEC CO
+$506.6K
37,747
-1%
增持
PEP
PEPSICO INC
+$492.9K
13,328
+48%
增持
COP
CONOCOPHILLIPS
+$487.5K
10,096
+107%
减持
CEMB
ISHARES INC
-$476.5K
172,253
-2%
清仓
DVYA
ISHARES INC
-$462.0K
0
-100%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$452.8K
95,859
+12%
增持
FLCH
FRANKLIN TEMPLETON ETF TR
-$452.3K
285,832
+1%
减持
NVS
NOVARTIS AG
-$447.9K
11,873
-15%
减持
VUG
VANGUARD INDEX FDS
+$433.9K
20,474
-1%
建仓
WM
WASTE MGMT INC DEL
+$426.6K
2,114
建仓
BBAX
J P MORGAN EXCHANGE TRADED F
+$418.1K
8,576
减持
CRM
SALESFORCE INC
-$411.5K
5,705
-33%
增持
PGR
PROGRESSIVE CORP
+$408.8K
2,840
+165%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$405.4K
29,997
+54%
减持
VTV
VANGUARD INDEX FDS
-$404.7K
15,994
-10%
建仓
EMLC
VANECK ETF TRUST
+$403.4K
17,457
增持
IAGG
ISHARES TR
+$395.2K
109,922
+12%
增持
V
VISA INC
+$391.8K
7,937
+3%
清仓
EVTR
MORGAN STANLEY ETF TRUST
-$390.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$390.5K
10,006
+6%
增持
LLY
ELI LILLY & CO
+$382.3K
3,814
+32%
减持
IQLT
ISHARES TR
-$381.4K
41,686
-10%
减持
—
ISHARES TR
-$379.7K
56,526
-20%
建仓
EMB
ISHARES TR
+$377.3K
4,237
增持
LMT
LOCKHEED MARTIN CORP
+$376.4K
2,285
+82%
减持
LEMB
ISHARES INC
-$361.2K
100,252
-3%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$359.9K
77,373
+16%
增持
DUK
DUKE ENERGY CORP NEW
+$354.3K
22,755
+25%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$353.2K
125,583
+1%
增持
ETR
ENTERGY CORP NEW
-$348.3K
15,759
+34%
增持
JMBS
JANUS DETROIT STR TR
+$344.2K
356,165
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$335.2K
14,965
+51%
增持
MSFT
MICROSOFT CORP
-$335.0K
43,199
+1%
建仓
EMCB
WISDOMTREE TR
+$329.1K
5,070
清仓
FLTR
VANECK ETF TRUST
-$324.0K
0
-100%
建仓
IBMR
ISHARES TR
+$323.8K
12,960
增持
MCD
MCDONALDS CORP
+$323.5K
3,724
+50%
增持
TGT
TARGET CORP
+$320.5K
4,357
+153%
减持
UNH
UNITEDHEALTH GROUP INC
-$319.2K
1,296
-22%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$313.5K
15,571
清仓
PDD
PDD HOLDINGS INC
-$309.8K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$304.4K
30,244
-12%
增持
GLD
SPDR GOLD TR
+$300.7K
9,679
+15%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$299.1K
9,499
