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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 7
减持 92
清仓 45
方向
标的
Δ市值
现股数(环比)
减持
ESGV
VANGUARD WORLD FD
-$29.8M
377,107
-44%
减持
JNJ
JOHNSON & JOHNSON
-$28.0M
164,419
-57%
清仓
SPYM
SPDR SERIES TRUST
-$26.6M
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
GSLC
GOLDMAN SACHS ETF TR
-$21.9M
242,356
-45%
减持
SCHD
SCHWAB STRATEGIC TR
-$21.2M
29,983
-96%
减持
IEF
ISHARES TR
-$20.7M
159,749
-58%
减持
AVUS
AMERICAN CENTY ETF TR
-$17.9M
267,315
-43%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$16.8M
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$16.2M
0
-100%
减持
LQD
ISHARES TR
-$13.6M
95,113
-57%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$12.4M
0
-100%
减持
LQDH
ISHARES U S ETF TR
-$11.7M
112,721
-53%
减持
MSFT
MICROSOFT CORP
-$11.7M
16,571
-59%
减持
VSGX
VANGUARD WORLD FD
-$10.7M
617,714
-24%
减持
JMBS
JANUS DETROIT STR TR
-$10.5M
156,252
-60%
减持
AMZN
AMAZON COM INC
-$9.2M
92,331
-31%
减持
AAPL
APPLE INC
-$7.8M
77,349
-42%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.3M
15,153
-51%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$6.3M
193,969
-33%
清仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$5.9M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$5.2M
11,225
-53%
清仓
EMR
EMERSON ELEC CO
-$5.0M
0
-100%
清仓
BSJS
INVESCO EXCH TRD SLF IDX FD
-$4.8M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.8M
0
-100%
清仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-$4.6M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$4.6M
37,663
-49%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$4.5M
116,089
-35%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$4.1M
0
-100%
减持
IXJ
ISHARES TR
-$3.9M
92,282
-34%
清仓
CCI
CROWN CASTLE INC
-$3.8M
0
-100%
减持
IVE
ISHARES TR
-$3.8M
3,812
-84%
减持
CEMB
ISHARES INC
-$3.6M
123,531
-40%
减持
SCHB
SCHWAB STRATEGIC TR
-$3.6M
9,835
-94%
减持
QQQ
INVESCO QQQ TR
-$3.6M
7,888
-48%
减持
MA
MASTERCARD INCORPORATED
-$3.6M
2,154
-75%
清仓
DBAW
DBX ETF TR
-$3.5M
0
-100%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$3.5M
53,174
-58%
减持
—
EXXON MOBIL CORP
-$3.2M
19,014
-62%
清仓
FLQM
FRANKLIN TEMPLETON ETF TR
-$3.2M
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$3.2M
0
-100%
减持
USFR
WISDOMTREE TR
-$3.1M
471,246
-12%
减持
META
META PLATFORMS INC
-$3.1M
4,184
-50%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.0M
50,712
-52%
清仓
IMCG
ISHARES TR
-$2.9M
0
-100%
减持
GCC
WISDOMTREE TR
-$2.8M
256,556
-39%
减持
NFLX
NETFLIX INC
-$2.8M
817
-71%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$2.7M
0
-100%
减持
TLT
ISHARES TR
-$2.6M
38,215
-44%
减持
SO
SOUTHERN CO
-$2.5M
4,540
-86%
减持
DGRO
ISHARES TR
-$2.4M
3,222
-92%
减持
PEP
PEPSICO INC
-$2.3M
4,003
-81%
减持
LEMB
ISHARES INC
-$2.1M
74,052
-42%
减持
HD
HOME DEPOT INC
-$2.1M
1,120
-84%
清仓
UBER
UBER TECHNOLOGIES INC
-$2.0M
0
-100%
清仓
CRM
SALESFORCE INC
-$2.0M
0
-100%
减持
V
VISA INC
-$2.0M
2,432
-69%
减持
BKNG
BOOKING HOLDINGS INC
-$2.0M
265
-55%
减持
IVV
ISHARES TR
-$1.8M
6,567
-34%
减持
VOO
VANGUARD INDEX FDS
-$1.8M
11,190
-26%
清仓
IQLT
ISHARES TR
-$1.8M
0
-100%
减持
XSOE
WISDOMTREE TR
-$1.8M
8,665
-86%
清仓
IWY
ISHARES TR
-$1.7M
0
-100%
减持
LLY
ELI LILLY & CO
-$1.7M
2,007
-51%
减持
MELI
MERCADOLIBRE INC
-$1.6M
175
-77%
清仓
—
ASML HOLDING N V
-$1.6M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.5M
1,330
-53%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$1.5M
36,223
-0%
减持
SPGI
S&P GLOBAL INC
-$1.5M
1,014
-73%
减持
AFRM
AFFIRM HLDGS INC
-$1.4M
924,770
-7%
建仓
ED
CONSOLIDATED EDISON INC
+$1.4M
14,093
减持
LMT
LOCKHEED MARTIN CORP
-$1.4M
422
-88%
清仓
HYDB
ISHARES TR
-$1.4M
0
-100%
清仓
BSJT
INVESCO EXCH TRD SLF IDX FD
-$1.3M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$1.3M
4,803
-51%
减持
T
AT&T INC
-$1.3M
93,781
-31%
减持
VV
VANGUARD INDEX FDS
-$1.3M
1,526
-75%
增持
VICI
VICI PPTYS INC
+$1.3M
46,416
+538%
减持
MRK
MERCK & CO INC
-$1.3M
20,770
-46%
清仓
FISV
FISERV INC
-$1.3M
0
-100%
减持
ABBV
ABBVIE INC
-$1.3M
12,649
-44%
建仓
GSK
GSK PLC
+$1.3M
29,039
减持
VTV
VANGUARD INDEX FDS
-$1.3M
15,268
-34%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
7,210
-51%
减持
GOOG
ALPHABET INC
-$1.2M
9,781
-52%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$1.2M
10,142
-86%
减持
DTE
DTE ENERGY CO
-$1.2M
1,617
-85%
建仓
CNQ
CANADIAN NAT RES LTD
+$1.2M
37,549
减持
CSCO
CISCO SYS INC
-$1.2M
41,758
-28%
减持
EVRG
EVERGY INC
-$1.1M
3,777
-81%
清仓
JMEE
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
减持
HON
HONEYWELL INTL INC
-$1.1M
42,697
-1%
减持
IAGG
ISHARES TR
-$1.0M
101,523
-17%
减持
KO
COCA COLA CO
-$1.0M
18,039
-42%
减持
WMT
WALMART INC
-$1.0M
13,202
-46%
减持
CVX
CHEVRON CORP NEW
-$1.0M
11,261
-42%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.0M
66,051
-27%
建仓
ALL
ALLSTATE CORP
+$987.0K
4,598
减持
IBDR
ISHARES TR
-$965.9K
86,112
-32%
增持
FE
FIRSTENERGY CORP
+$945.9K
51,488
+47%
增持
SHEL
SHELL PLC
+$939.1K
17,794
+275%
增持
CMCSA
COMCAST CORP NEW
+$934.8K
68,951
+100%
减持
VYM
VANGUARD WHITEHALL FDS
-$924.0K
7,172
-51%
减持
AVGO
BROADCOM INC
-$885.2K
10,413
-34%
增持
IBDV
ISHARES TR
+$881.5K
110,260
+55%
减持
EEM
ISHARES TR
-$868.2K
4,399
-81%
清仓
REGN
REGENERON PHARMACEUTICALS
-$864.3K
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$830.0K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$817.3K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
+$817.3K
14,596
-8%
减持
GOOGL
ALPHABET INC
+$804.2K
24,004
-16%
清仓
RTX
RTX CORPORATION
-$779.2K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$765.7K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$746.4K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$741.2K
9,720
-40%
减持
KVUE
KENVUE INC
-$738.7K
152,246
-1%
清仓
EVTR
MORGAN STANLEY ETF TRUST
-$721.4K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$717.1K
18,382
-28%
减持
BND
VANGUARD BD INDEX FDS
-$715.2K
11,070
-47%
清仓
BSV
VANGUARD BD INDEX FDS
-$706.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$706.4K
11,692
-15%
减持
—
ISHARES TR
-$694.1K
123,875
-18%
减持
PANW
PALO ALTO NETWORKS INC
-$655.2K
2,181
-59%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$653.3K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$642.1K
12,892
-51%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$623.3K
15,128
-9%
减持
FLCH
FRANKLIN TEMPLETON ETF TR
+$613.5K
283,933
-9%
减持
CL
COLGATE PALMOLIVE CO
-$612.9K
10,464
-34%
建仓
FLOT
ISHARES TR
+$606.7K
11,876
减持
GIS
GENERAL MLS INC
-$593.9K
37,353
-22%
建仓
SGOV
ISHARES TR
+$569.7K
5,658
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$562.5K
27,227
-34%
清仓
BAR
GRANITESHARES GOLD TR
-$561.9K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$547.3K
3,683
-34%
减持
GS
GOLDMAN SACHS GROUP INC
-$546.3K
1,836
-36%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$541.5K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$541.2K
458
-70%
清仓
CVS
CVS HEALTH CORP
-$537.6K
0
-100%
减持
—
ISHARES TR
-$527.7K
31,193
-42%
清仓
BSJR
INVESCO EXCH TRD SLF IDX FD
-$527.1K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$521.4K
4,526
+117%
清仓
CAT
CATERPILLAR INC
-$504.1K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$494.4K
3,079
-60%
清仓
SPYI
NEOS ETF TRUST
-$493.1K
0
-100%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$480.2K
0
-100%
清仓
ENB
ENBRIDGE INC
-$477.4K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$476.9K
0
-100%
减持
ABT
ABBOTT LABS
-$475.1K
14,821
-18%
清仓
SCHX
SCHWAB STRATEGIC TR
-$472.2K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$469.5K
8,766
+76%
清仓
—
MEDTRONIC PLC
-$465.7K
0
-100%
