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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 19
减持 71
清仓 50
方向
标的
Δ市值
现股数(环比)
减持
ESGV
VANGUARD WORLD FD
-$35.6M
379,445
-45%
减持
GSLC
GOLDMAN SACHS ETF TR
-$28.4M
243,498
-49%
清仓
SPYM
SPDR SER TR
-$21.6M
0
-100%
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
SCHD
SCHWAB STRATEGIC TR
-$20.9M
29,716
-96%
减持
AFRM
AFFIRM HLDGS INC
-$19.4M
952,305
-7%
减持
AAPL
APPLE INC
-$18.5M
69,169
-49%
减持
AVUS
AMERICAN CENTY ETF TR
-$18.4M
266,731
-40%
清仓
SCHG
SCHWAB STRATEGIC TR
-$17.6M
0
-100%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$15.7M
0
-100%
减持
AMZN
AMAZON COM INC
-$12.9M
94,315
-33%
减持
LQDH
ISHARES U S ETF TR
-$11.9M
97,466
-57%
减持
MSFT
MICROSOFT CORP
-$11.8M
16,730
-61%
减持
IEF
ISHARES TR
-$11.2M
143,909
-47%
减持
QQQ
INVESCO QQQ TR
-$10.0M
8,628
-69%
减持
JMBS
JANUS DETROIT STR TR
-$9.3M
143,077
-60%
增持
JNJ
JOHNSON & JOHNSON
+$8.2M
376,853
+0%
减持
LQD
ISHARES TR
-$8.0M
85,577
-47%
清仓
QHY
WISDOMTREE TR
-$7.6M
0
-100%
增持
MCD
MCDONALDS CORP
+$7.6M
27,897
+649%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$6.8M
112,426
+571%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$6.5M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$6.4M
37,347
-52%
减持
VSGX
VANGUARD WORLD FD
-$6.0M
617,336
-18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.4M
11,822
-54%
清仓
—
ECARX HOLDINGS INC
-$5.3M
0
-100%
清仓
FLQM
FRANKLIN TEMPLETON ETF TR
-$5.2M
0
-100%
减持
USFR
WISDOMTREE TR
-$5.2M
225,836
-31%
清仓
EMR
EMERSON ELEC CO
-$4.7M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$4.3M
11,078
-46%
减持
GOOG
ALPHABET INC
-$4.2M
10,071
-67%
建仓
CERY
SPDR SER TR
+$3.9M
139,935
减持
BLK
BLACKROCK INC
-$3.8M
9,773
-23%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$3.6M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.6M
0
-100%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$3.5M
198,228
-28%
减持
IVE
ISHARES TR
-$3.5M
3,724
-83%
清仓
SCHB
SCHWAB STRATEGIC TR
-$3.5M
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$3.1M
0
-100%
清仓
IMCG
ISHARES TR
-$2.9M
0
-100%
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$2.7M
0
-100%
建仓
TLT
ISHARES TR
+$2.7M
29,716
减持
VYM
VANGUARD WHITEHALL FDS
-$2.7M
7,503
-74%
减持
CEMB
ISHARES INC
-$2.5M
113,652
-34%
减持
GOOGL
ALPHABET INC
-$2.5M
24,958
-25%
增持
IXJ
ISHARES TR
+$2.4M
91,978
+32%
减持
DGRO
ISHARES TR
-$2.3M
3,255
-92%
减持
GCC
WISDOMTREE TR
-$2.3M
260,863
-34%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.2M
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$2.1M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$2.0M
4,341
-48%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.9M
0
-100%
减持
IJR
ISHARES TR
-$1.8M
37,620
-25%
清仓
IWY
ISHARES TR
-$1.8M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.7M
2,270
-81%
减持
CRM
SALESFORCE INC
-$1.7M
824
-86%
清仓
COMT
ISHARES U S ETF TR
-$1.7M
0
-100%
减持
AVGO
BROADCOM INC
-$1.7M
10,403
-30%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$1.6M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
清仓
IQLT
ISHARES TR
-$1.5M
0
-100%
减持
XSOE
WISDOMTREE TR
-$1.5M
8,335
-86%
减持
WMT
WALMART INC
-$1.5M
5,756
-74%
减持
HD
HOME DEPOT INC
-$1.5M
2,562
-59%
减持
VXUS
VANGUARD STAR FDS
-$1.5M
42,033
-40%
减持
META
META PLATFORMS INC
-$1.4M
4,925
-32%
清仓
VV
VANGUARD INDEX FDS
-$1.4M
0
-100%
减持
—
EXXON MOBIL CORP
-$1.4M
26,676
-37%
减持
NFLX
NETFLIX INC
-$1.3M
1,187
-57%
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
1,327
-53%
减持
LEMB
ISHARES INC
-$1.3M
61,706
-38%
清仓
JMEE
J P MORGAN EXCHANGE TRADED F
-$1.3M
0
-100%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.3M
13,351
建仓
IGSB
ISHARES TR
+$1.3M
24,268
清仓
UBER
UBER TECHNOLOGIES INC
-$1.2M
0
-100%
减持
IVV
ISHARES TR
-$1.1M
6,467
-20%
减持
DECK
DECKERS OUTDOOR CORP
-$1.1M
12,067
-0%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
24,412
清仓
VHT
VANGUARD WORLD FD
-$1.1M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.1M
7,830
-46%
清仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$1.0M
0
-100%
清仓
HYDB
ISHARES TR
-$1.0M
0
-100%
减持
TSLA
TESLA INC
-$1.0M
4,021
-21%
清仓
COP
CONOCOPHILLIPS
-$1.0M
0
-100%
清仓
PFE
PFIZER INC
-$948.9K
0
-100%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$941.3K
115,880
-8%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$900.1K
0
-100%
清仓
—
ASML HOLDING N V
-$887.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$881.6K
8,776
-12%
清仓
VOE
VANGUARD INDEX FDS
-$863.2K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$861.7K
16,551
+6%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$847.5K
16,000
减持
SPY
SPDR S&P 500 ETF TR
-$838.3K
11,702
-7%
增持
—
TOTALENERGIES SE
+$802.2K
20,931
+107%
清仓
ET
ENERGY TRANSFER L P
-$789.7K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$783.5K
26,435
+141%
清仓
—
ARCH CAP GROUP LTD
-$776.9K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$752.8K
1,000
-60%
增持
CCI
CROWN CASTLE INC
+$729.9K
37,150
+7%
减持
JPM
JPMORGAN CHASE & CO.
-$728.2K
5,395
-37%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$715.9K
0
-100%
减持
IAGG
ISHARES TR
-$698.8K
95,789
-13%
减持
MRK
MERCK & CO INC
-$677.4K
23,003
-17%
清仓
TD
TORONTO DOMINION BK ONT
-$672.4K
0
-100%
减持
KO
COCA COLA CO
-$662.5K
18,366
-42%
减持
V
VISA INC
-$661.0K
5,271
-34%
减持
MELI
MERCADOLIBRE INC
-$659.7K
205
-67%
增持
VOD
VODAFONE GROUP PLC NEW
+$653.9K
151,950
+68%
减持
FLCH
FRANKLIN TEMPLETON ETF TR
+$644.7K
276,404
-3%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$642.2K
7,855
清仓
SRLN
SSGA ACTIVE ETF TR
-$631.4K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$592.5K
2,171
-59%
清仓
TGT
TARGET CORP
-$588.9K
0
-100%
清仓
BSJS
INVESCO EXCH TRD SLF IDX FD
-$579.7K
0
-100%
减持
BX
BLACKSTONE INC
-$574.3K
4,576
-35%
清仓
CLX
CLOROX CO DEL
-$570.6K
0
-100%
清仓
ROST
ROSS STORES INC
-$551.5K
0
-100%
清仓
LOW
LOWES COS INC
-$538.9K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$512.7K
4,559
-22%
增持
KOF
COCA-COLA FEMSA SAB DE CV
+$510.4K
17,220
+26%
减持
FELC
FIDELITY COVINGTON TRUST
-$509.8K
6,977
-68%
清仓
—
EATON CORP PLC
-$505.4K
0
-100%
清仓
SPYI
NEOS ETF TRUST
-$501.8K
0
-100%
减持
VGM
INVESCO TR INVT GRADE MUNS
-$488.1K
175,758
-21%
减持
ABBV
ABBVIE INC
+$485.5K
20,263
-4%
建仓
IBTK
ISHARES TR
+$484.9K
24,663
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$481.1K
16,854
-0%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$479.2K
156,705
-21%
减持
CVX
CHEVRON CORP NEW
-$472.7K
9,601
-33%
增持
IBTH
ISHARES TR
+$472.0K
97,742
+26%
清仓
CAT
CATERPILLAR INC
-$469.2K
0
-100%
减持
—
BLACKROCK MUNI INCOME TR II
-$466.4K
159,756
-21%
清仓
AGG
ISHARES TR
-$466.2K
0
-100%
增持
IBTJ
ISHARES TR
+$465.7K
58,845
+54%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$463.3K
10,391
减持
XMVFX
BLACKROCK MUNIVEST FD INC
-$460.0K
243,316
-21%
清仓
ENB
ENBRIDGE INC
-$456.3K
0
-100%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$442.0K
168,450
-21%
增持
IBTI
ISHARES TR
+$439.9K
106,657
+21%
增持
DBE
INVESCO DB MULTI-SECTOR COMM
+$437.5K
53,788
+62%
增持
—
MEDTRONIC PLC
+$434.3K
20,748
+16%
增持
IBDS
ISHARES TR
+$432.8K
192,907
+9%
清仓
DON
WISDOMTREE TR
-$431.5K
0
-100%
增持
KVUE
KENVUE INC
+$427.4K
152,970
+1%
增持
IBDU
ISHARES TR
+$425.2K
126,520
+15%
增持
NVS
NOVARTIS AG
+$424.3K
14,170
+19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$422.8K
6,946
-54%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$420.4K
36,372
-12%
清仓
BBAX
J P MORGAN EXCHANGE TRADED F
-$418.1K
0
-100%
清仓
QUAL
ISHARES TR
-$412.7K
0
-100%
减持
AMGN
AMGEN INC
-$403.5K
1,014
-63%
