小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 46
增持 90
减持 7
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ESGV
VANGUARD WORLD FD
+$37.3M
678,646
+79%
建仓
SPYM
SPDR SERIES TRUST
+$26.6M
366,552
增持
GSLC
GOLDMAN SACHS ETF TR
+$26.6M
439,959
+81%
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
AFRM
AFFIRM HLDGS INC
+$26.0M
998,091
+5%
增持
IEF
ISHARES TR
+$22.4M
377,239
+162%
增持
AVUS
AMERICAN CENTY ETF TR
+$22.3M
465,124
+74%
增持
SCHD
SCHWAB STRATEGIC TR
+$21.1M
829,095
+2690%
增持
VSGX
VANGUARD WORLD FD
+$17.1M
816,012
+32%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$16.8M
267,931
建仓
SCHG
SCHWAB STRATEGIC TR
+$16.2M
553,870
增持
USFR
WISDOMTREE TR
+$15.5M
533,436
+136%
增持
LQD
ISHARES TR
+$14.9M
220,779
+158%
增持
MSFT
MICROSOFT CORP
+$14.0M
40,726
+143%
增持
LQDH
ISHARES U S ETF TR
+$13.3M
240,710
+147%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$12.4M
598,265
增持
AAPL
APPLE INC
+$12.1M
133,850
+94%
增持
AMZN
AMAZON COM INC
+$11.5M
134,219
+42%
增持
JMBS
JANUS DETROIT STR TR
+$11.2M
392,306
+174%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.6M
30,755
+160%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$8.0M
290,730
+47%
增持
NVDA
NVIDIA CORPORATION
+$7.5M
73,404
+97%
增持
VUG
VANGUARD INDEX FDS
+$6.5M
24,130
+118%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$5.9M
252,279
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$5.9M
177,336
+58%
建仓
EMR
EMERSON ELEC CO
+$5.0M
37,574
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$4.8M
217,208
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$4.8M
206,218
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$4.6M
151,944
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.5M
105,808
+244%
增持
HON
HONEYWELL INTL INC
+$4.4M
43,285
+61%
增持
QQQ
INVESCO QQQ TR
+$4.3M
15,077
+75%
增持
CEMB
ISHARES INC
+$4.2M
205,682
+81%
增持
VOO
VANGUARD INDEX FDS
+$4.1M
15,138
+72%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.1M
87,289
增持
JNJ
JOHNSON & JOHNSON
-$4.0M
382,885
+2%
建仓
SCHB
SCHWAB STRATEGIC TR
+$3.8M
161,270
增持
IVE
ISHARES TR
+$3.8M
23,251
+524%
增持
IXJ
ISHARES TR
+$3.7M
140,172
+52%
建仓
DBAW
DBX ETF TR
+$3.5M
95,729
建仓
BKNG
BOOKING HOLDINGS INC
+$3.4M
585
增持
TLT
ISHARES TR
+$3.4M
68,657
+131%
增持
META
META PLATFORMS INC
+$3.3M
8,358
+70%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$3.2M
59,202
建仓
MGC
VANGUARD WORLD FD
+$3.2M
14,225
增持
GCC
WISDOMTREE TR
+$3.2M
417,436
+60%
建仓
PFE
PFIZER INC
+$3.2M
130,023
建仓
IMCG
ISHARES TR
+$2.9M
36,298
增持
LEMB
ISHARES INC
+$2.9M
127,951
+107%
增持
NFLX
NETFLIX INC
+$2.7M
2,842
+139%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$2.7M
137,037
增持
IVV
ISHARES TR
+$2.6M
10,020
+55%
增持
AVGO
BROADCOM INC
+$2.6M
15,716
+51%
增持
MA
MASTERCARD INCORPORATED
+$2.4M
8,549
+97%
增持
DGRO
ISHARES TR
+$2.4M
40,203
+1135%
增持
—
EXXON MOBIL CORP
+$2.2M
49,964
+87%
增持
GOOG
ALPHABET INC
+$2.0M
20,350
+102%
建仓
UBER
UBER TECHNOLOGIES INC
+$2.0M
21,305
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$2.0M
38,648
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
13,750
+18%
增持
WMT
WALMART INC
+$1.9M
24,325
+323%
增持
XSOE
WISDOMTREE TR
+$1.8M
60,997
+632%
建仓
IQLT
ISHARES TR
+$1.8M
41,099
增持
CRM
SALESFORCE INC
+$1.8M
7,260
+781%
建仓
VV
VANGUARD INDEX FDS
+$1.8M
6,155
建仓
IWY
ISHARES TR
+$1.7M
7,032
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.7M
45,232
+551%
增持
MELI
MERCADOLIBRE INC
+$1.6M
777
+279%
建仓
—
ASML HOLDING N V
+$1.6M
2,009
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.6M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
23,193
+59%
增持
HD
HOME DEPOT INC
+$1.6M
6,847
+167%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
2,802
+111%
增持
JPM
JPMORGAN CHASE & CO.
+$1.5M
9,753
+81%
增持
SPGI
S&P GLOBAL INC
+$1.5M
3,779
+278%
增持
IAGG
ISHARES TR
+$1.4M
121,878
+27%
建仓
FE
FIRSTENERGY CORP
+$1.4M
35,103
建仓
EVRG
EVERGY INC
+$1.4M
20,303
减持
—
MEDTRONIC PLC
-$1.4M
5,342
-74%
清仓
ETR
ENTERGY CORP NEW
-$1.4M
0
-100%
建仓
HYDB
ISHARES TR
+$1.4M
29,345
建仓
EXC
EXELON CORP
+$1.4M
31,496
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$1.3M
62,384
减持
—
KELLANOVA
-$1.3M
4,274
-79%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$1.3M
0
-100%
减持
D
DOMINION ENERGY INC
-$1.3M
3,857
-85%
建仓
FISV
FISERV INC
+$1.3M
7,344
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.2M
125,795
+9%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.2M
72,014
+610%
增持
GOOGL
ALPHABET INC
+$1.2M
28,616
+15%
增持
CVX
CHEVRON CORP NEW
+$1.2M
19,272
+101%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.1M
18,776
增持
TSLA
TESLA INC
+$1.1M
6,628
+65%
增持
CSCO
CISCO SYS INC
+$1.0M
57,913
+20%
增持
PG
PROCTER AND GAMBLE CO
+$1.0M
14,690
+88%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$970.9K
0
-100%
增持
T
AT&T INC
+$970.2K
136,278
+30%
增持
VYM
VANGUARD WHITEHALL FDS
+$967.5K
14,515
+93%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$967.0K
26,449
+313%
增持
ADBE
ADOBE INC
+$953.1K
3,473
+241%
增持
MRK
MERCK & CO INC
+$952.7K
38,118
+66%
增持
V
VISA INC
+$951.1K
7,903
+50%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$932.8K
41,198
+69%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$911.7K
11,685
增持
KO
COCA COLA CO
+$903.3K
31,360
+71%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$872.6K
0
-100%
增持
FLCH
FRANKLIN TEMPLETON ETF TR
+$867.6K
311,510
+13%
增持
GIS
GENERAL MLS INC
+$862.8K
47,814
+77%
建仓
SRLN
SSGA ACTIVE ETF TR
+$830.0K
19,957
增持
VZ
VERIZON COMMUNICATIONS INC
+$821.1K
90,204
+33%
建仓
VOE
VANGUARD INDEX FDS
+$817.3K
4,970
增持
VTI
VANGUARD INDEX FDS
+$812.7K
10,895
+20%
增持
GLD
SPDR GOLD TR
+$801.8K
9,854
+29%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$793.2K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$766.0K
1,504
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$765.7K
13,470
增持
LMT
LOCKHEED MARTIN CORP
+$757.8K
3,463
+83%
增持
GS
GOLDMAN SACHS GROUP INC
+$753.4K
2,852
+24%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$750.1K
37,287
+5%
建仓
ET
ENERGY TRANSFER L P
+$746.4K
41,167
增持
IBDU
ISHARES TR
+$740.3K
157,165
+24%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$730.9K
7,747
+101%
增持
PANW
PALO ALTO NETWORKS INC
+$728.9K
5,372
+147%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$721.4K
14,183
建仓
BSV
VANGUARD BD INDEX FDS
+$706.6K
8,979
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$701.1K
16,612
-1%
建仓
IBDW
ISHARES TR
+$686.9K
32,649
增持
IJR
ISHARES TR
+$685.3K
42,288
+12%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$653.3K
10,924
增持
DUK
DUKE ENERGY CORP NEW
+$639.8K
25,355
+31%
增持
PEP
PEPSICO INC
+$590.4K
21,448
+43%
增持
ORCL
ORACLE CORP
+$581.3K
7,145
+2%
增持
BND
VANGUARD BD INDEX FDS
+$580.7K
20,895
+60%
增持
CL
COLGATE PALMOLIVE CO
+$576.8K
15,945
+71%
建仓
BAR
GRANITESHARES GOLD TR
+$561.9K
16,907
增持
MO
ALTRIA GROUP INC
+$551.7K
18,252
+111%
增持
VXUS
VANGUARD STAR FDS
+$550.0K
45,741
+9%
增持
AXP
AMERICAN EXPRESS CO
+$544.3K
5,551
+22%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$541.5K
22,066
建仓
CVS
CVS HEALTH CORP
+$537.6K
7,793
减持
SBAC
SBA COMMUNICATIONS CORP NEW
+$535.6K
36,356
-0%
增持
SO
SOUTHERN CO
+$535.0K
32,303
+22%
减持
UNP
UNION PAC CORP
-$534.2K
1,024
-69%
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$527.1K
23,216
增持
KMB
KIMBERLY-CLARK CORP
+$526.1K
21,257
+37%
清仓
LVS
LAS VEGAS SANDS CORP
-$525.8K
0
-100%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$520.6K
208,401
+33%
增持
AMD
ADVANCED MICRO DEVICES INC
+$518.3K
5,207
+142%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$516.7K
4,979
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$505.8K
20,177
+30%
减持
IWF
ISHARES TR
+$504.8K
8,128
-0%
