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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 54
增持 83
减持 7
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
ESGV
VANGUARD WORLD FD
+$39.3M
694,165
+84%
建仓
SPYM
SPDR SERIES TRUST
+$33.2M
412,887
增持
GSLC
GOLDMAN SACHS ETF TR
+$29.2M
459,182
+89%
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
AVUS
AMERICAN CENTY ETF TR
+$25.0M
483,817
+81%
增持
IEF
ISHARES TR
+$24.8M
417,952
+162%
增持
SCHD
SCHWAB STRATEGIC TR
+$21.2M
802,763
+2577%
建仓
SCHG
SCHWAB STRATEGIC TR
+$18.7M
573,896
增持
VSGX
VANGUARD WORLD FD
+$17.4M
840,991
+36%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$17.1M
256,911
增持
LQD
ISHARES TR
+$15.7M
238,770
+151%
增持
AAPL
APPLE INC
+$14.0M
124,127
+60%
增持
LQDH
ISHARES U S ETF TR
+$14.0M
262,375
+133%
增持
JMBS
JANUS DETROIT STR TR
+$12.7M
434,248
+178%
增持
MSFT
MICROSOFT CORP
+$10.9M
40,359
+144%
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$10.6M
331,506
增持
AMZN
AMAZON COM INC
+$10.4M
133,098
+44%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$9.2M
313,751
+62%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$9.1M
421,448
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$8.5M
363,358
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$8.4M
381,273
建仓
BSJV
INVESCO EXCH TRD SLF IDX FD
+$7.3M
274,538
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$7.0M
0
-100%
建仓
DBAW
DBX ETF TR
+$7.0M
168,674
增持
VUG
VANGUARD INDEX FDS
+$7.0M
25,291
+125%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$6.6M
190,115
+64%
增持
IXJ
ISHARES TR
+$6.1M
146,798
+59%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
68,244
+81%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.7M
26,446
+75%
建仓
DIVO
AMPLIFY ETF TR
+$5.2M
116,744
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.0M
106,030
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$4.9M
250,100
增持
JNJ
JOHNSON & JOHNSON
+$4.7M
170,004
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.4M
178,996
+1720%
增持
CEMB
ISHARES INC
+$4.4M
219,562
+78%
增持
MA
MASTERCARD INCORPORATED
+$4.4M
9,706
+351%
增持
GCC
WISDOMTREE TR
+$4.0M
448,948
+75%
增持
IVE
ISHARES TR
+$4.0M
22,341
+486%
增持
TLT
ISHARES TR
+$3.9M
84,016
+120%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
16,760
+50%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.6M
106,836
+111%
建仓
MGC
VANGUARD WORLD FD
+$3.5M
14,130
增持
GOOG
ALPHABET INC
+$3.3M
18,318
+87%
清仓
—
ISHARES TR
-$3.1M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$3.0M
12,660
+60%
建仓
IMCG
ISHARES TR
+$2.9M
36,361
增持
GOOGL
ALPHABET INC
+$2.8M
27,680
+15%
建仓
EMR
EMERSON ELEC CO
+$2.8M
21,255
增持
IVV
ISHARES TR
+$2.8M
10,456
+59%
建仓
LMND
LEMONADE INC
+$2.7M
34,532
增持
LEMB
ISHARES INC
+$2.7M
137,572
+86%
增持
DGRO
ISHARES TR
+$2.6M
41,234
+1180%
增持
—
EXXON MOBIL CORP
+$2.5M
38,378
+102%
增持
WMT
WALMART INC
+$2.3M
32,914
+149%
建仓
RHLD
RESOLUTE HLDGS MGMT INC
+$2.2M
10,839
增持
XSOE
WISDOMTREE TR
+$2.1M
63,446
+632%
建仓
IYK
ISHARES TR
+$2.1M
32,014
建仓
IWY
ISHARES TR
+$2.0M
7,174
建仓
IQLT
ISHARES TR
+$2.0M
43,686
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$2.0M
117,156
建仓
—
ASML HOLDING N V
+$2.0M
1,899
增持
BKNG
BOOKING HOLDINGS INC
+$1.9M
626
+136%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.9M
105,023
+936%
增持
AVGO
BROADCOM INC
+$1.9M
15,379
+48%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
24,407
+60%
增持
LLY
ELI LILLY & CO
+$1.8M
3,107
+55%
增持
META
META PLATFORMS INC
+$1.8M
7,389
+77%
建仓
HYDB
ISHARES TR
+$1.7M
36,820
增持
VV
VANGUARD INDEX FDS
+$1.7M
6,989
+358%
建仓
—
TOTALENERGIES SE
+$1.7M
25,629
增持
VTI
VANGUARD INDEX FDS
+$1.6M
13,966
+49%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.6M
19,241
增持
NFLX
NETFLIX INC
+$1.6M
27,080
+3215%
增持
SPGI
S&P GLOBAL INC
+$1.5M
3,846
+279%
清仓
—
ISHARES TR
-$1.5M
0
-100%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.5M
22,970
建仓
CRM
SALESFORCE INC
+$1.5M
5,638
清仓
—
TOTALENERGIES SE
-$1.4M
0
-100%
增持
IAGG
ISHARES TR
+$1.4M
131,450
+29%
减持
BLK
BLACKROCK INC
-$1.4M
7,434
-7%
建仓
DBB
INVESCO DB MULTI-SECTOR COMM
+$1.4M
59,447
增持
KKR
KKR & CO INC
+$1.4M
12,922
+473%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.3M
3,154
+72%
增持
MELI
MERCADOLIBRE INC
+$1.3M
849
+385%
增持
CSCO
CISCO SYS INC
+$1.3M
54,853
+31%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
8,619
+79%
清仓
—
ABRDN ETFS
-$1.2M
0
-100%
减持
AFRM
AFFIRM HLDGS INC
+$1.2M
924,705
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
2,983
+607%
增持
CVX
CHEVRON CORP NEW
+$1.2M
19,550
+74%
增持
IBDR
ISHARES TR
+$1.2M
135,674
+58%
建仓
SBUX
STARBUCKS CORP
+$1.1M
13,440
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
2,735
+106%
建仓
MUB
ISHARES TR
+$1.1M
10,343
增持
HD
HOME DEPOT INC
+$1.1M
4,512
+303%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
52,134
+37%
增持
MRK
MERCK & CO INC
+$1.1M
26,848
+29%
增持
GLD
SPDR GOLD TR
+$1.1M
10,319
+22%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.1M
56,997
增持
V
VISA INC
+$1.1M
5,417
+123%
减持
KMB
KIMBERLY-CLARK CORP
-$1.0M
12,592
-32%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.0M
18,215
建仓
PATH
UIPATH INC
+$1.0M
56,384
增持
VYM
VANGUARD WHITEHALL FDS
+$1.0M
14,052
+96%
建仓
VGT
VANGUARD WORLD FD
+$997.0K
1,323
建仓
BAR
GRANITESHARES GOLD TR
+$980.0K
23,064
建仓
IYZ
ISHARES TR
+$963.4K
28,418
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$956.4K
26,916
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$951.3K
42,067
减持
HON
HONEYWELL INTL INC
-$948.9K
41,206
-3%
增持
KO
COCA COLA CO
+$933.0K
30,459
+69%
减持
CMCSA
COMCAST CORP NEW
-$927.2K
42,076
-39%
建仓
BSV
VANGUARD BD INDEX FDS
+$922.5K
11,705
增持
BND
VANGUARD BD INDEX FDS
+$917.3K
23,499
+112%
建仓
VOE
VANGUARD INDEX FDS
+$888.8K
5,011
增持
PG
PROCTER AND GAMBLE CO
+$876.5K
13,847
+92%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$867.3K
261,050
+44%
建仓
CAT
CATERPILLAR INC
+$861.4K
1,504
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$857.5K
231,524
+44%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$840.4K
30,589
+137%
建仓
APP
APPLOVIN CORP
+$834.9K
1,239
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$829.6K
16,427
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$821.5K
42,720
+57%
建仓
SRLN
SSGA ACTIVE ETF TR
+$819.3K
19,851
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$808.1K
247,215
+44%
建仓
RTX
RTX CORPORATION
+$800.9K
4,367
增持
EFA
ISHARES TR
+$788.9K
12,003
+208%
增持
TSLA
TESLA INC
+$787.4K
5,865
+41%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$782.5K
38,527
+8%
增持
T
AT&T INC
+$781.7K
138,087
+47%
增持
DUK
DUKE ENERGY CORP NEW
+$760.8K
25,898
+41%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$757.8K
14,715
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$757.5K
13,233
清仓
—
ISHARES TR
-$728.8K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$705.9K
11,780
增持
VZ
VERIZON COMMUNICATIONS INC
+$687.0K
88,140
+33%
建仓
ET
ENERGY TRANSFER L P
+$678.4K
41,142
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$676.3K
33,234
建仓
ROST
ROSS STORES INC
+$671.5K
3,728
减持
USFR
WISDOMTREE TR
-$664.7K
455,137
-3%
增持
AXP
AMERICAN EXPRESS CO
+$660.7K
5,093
+38%
增持
XMVFX
BLACKROCK MUNIVEST FD INC
+$656.1K
339,809
+37%
增持
BIIB
BIOGEN INC
+$654.1K
18,133
+0%
建仓
CVS
CVS HEALTH CORP
+$648.2K
8,167
增持
AMD
ADVANCED MICRO DEVICES INC
+$642.8K
5,221
+78%
建仓
VB
VANGUARD INDEX FDS
+$640.1K
2,481
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$638.3K
62,363
+17%
建仓
UPS
UNITED PARCEL SERVICE INC
+$637.2K
6,424
增持
SPY
SPDR S&P 500 ETF TR
+$627.9K
12,343
+6%
增持
PFE
PFIZER INC
+$623.4K
135,861
+25%
减持
SIVR
ABRDN SILVER ETF TRUST
+$617.4K
30,750
-6%
