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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 25
增持 54
减持 55
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
AFRM
AFFIRM HLDGS INC
-$26.5M
924,622
-0%
减持
LQDH
ISHARES U S ETF TR
-$23.6M
9,857
-96%
建仓
IBND
SPDR SERIES TRUST
+$14.4M
462,961
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。
建仓
EMXC
ISHARES INC
+$12.3M
156,642
建仓
WSML
ISHARES TR
+$11.3M
362,440
增持
GEV
GE VERNOVA INC
+$11.2M
13,052
+4017%
减持
VSGX
VANGUARD WORLD FD
-$10.5M
693,587
-18%
增持
JMBS
JANUS DETROIT STR TR
+$7.0M
594,085
+37%
增持
LQD
ISHARES TR
+$6.9M
304,760
+28%
增持
LEMB
ISHARES INC
+$6.9M
308,966
+125%
增持
JNJ
JOHNSON & JOHNSON
+$6.6M
171,116
+1%
清仓
IAGG
ISHARES TR
-$6.6M
0
-100%
减持
ESGV
VANGUARD WORLD FD
-$6.3M
692,530
-0%
减持
USFR
WISDOMTREE TR
-$5.5M
344,162
-24%
减持
GSLC
GOLDMAN SACHS ETF TR
-$5.4M
442,595
-4%
增持
CEMB
ISHARES INC
+$5.3M
339,200
+54%
增持
HON
HONEYWELL INTL INC
+$4.3M
54,660
+33%
增持
IEF
ISHARES TR
+$4.1M
464,602
+11%
增持
MSFT
MICROSOFT CORP
-$4.1M
41,752
+3%
减持
AMZN
AMAZON COM INC
-$3.6M
130,025
-2%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$3.6M
263,346
-16%
减持
AAPL
APPLE INC
-$3.5M
119,197
-4%
减持
IXJ
ISHARES TR
-$3.1M
119,699
-18%
建仓
VRIG
INVESCO ACTIVELY MANAGED EXC
+$3.1M
131,440
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$2.9M
274,876
建仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$2.8M
251,331
清仓
XMVFX
BLACKROCK MUNIVEST FD INC
-$2.4M
0
-100%
减持
FLCH
FRANKLIN TEMPLETON ETF TR
-$2.2M
247,270
-24%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$2.2M
166,263
-13%
清仓
IYK
ISHARES TR
-$2.1M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$2.1M
786,706
-2%
增持
PGR
PROGRESSIVE CORP
+$2.0M
13,542
+326%
清仓
—
BLACKROCK MUNI INCOME TR II
-$1.8M
0
-100%
增持
EMR
EMERSON ELEC CO
+$1.8M
35,024
+65%
建仓
BCE
BCE INC
+$1.7M
67,476
建仓
PRU
PRUDENTIAL FINL INC
+$1.7M
17,118
减持
AVUS
AMERICAN CENTY ETF TR
-$1.6M
471,880
-2%
减持
VUG
VANGUARD INDEX FDS
-$1.6M
24,555
-3%
增持
ES
EVERSOURCE ENERGY
+$1.6M
27,827
+479%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.6M
590,246
+3%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.5M
243,451
-5%
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$1.5M
0
-100%
减持
—
EXXON MOBIL CORP
+$1.5M
35,768
-7%
减持
KKR
KKR & CO INC
-$1.4M
2,236
-83%
减持
ED
CONSOLIDATED EDISON INC
-$1.3M
2,519
-84%
增持
TLT
ISHARES TR
+$1.3M
99,099
+18%
增持
CMCSA
COMCAST CORP NEW
+$1.3M
87,196
+107%
减持
BKNG
BOOKING HOLDINGS INC
-$1.3M
497
-21%
增持
CVX
CHEVRON CORPORATION
+$1.2M
20,423
+4%
减持
FE
FIRSTENERGY CORP
-$1.2M
24,620
-56%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
65,938
+26%
增持
DIVO
AMPLIFY ETF TR
+$1.2M
141,847
+22%
增持
T
AT&T INC
+$1.1M
157,634
+14%
减持
CNQ
CANADIAN NAT RES LTD MED TER
-$1.1M
5,174
-87%
增持
SPYM
SPDR SERIES TRUST
-$1.1M
419,144
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
92,748
+5%
减持
ABT
ABBOTT LABORATORIES
-$1.0M
10,155
-39%
增持
CERY
SPDR SERIES TRUST
+$1.0M
127,061
+4%
建仓
TRV
TRAVELERS COMPANIES INC
+$981.3K
3,364
增持
BIIB
BIOGEN INC
+$977.1K
22,737
+25%
清仓
IYZ
ISHARES TR
-$963.4K
0
-100%
减持
IVV
ISHARES TR
-$961.1K
9,492
-9%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$956.2K
58,356
+450%
减持
GCC
WISDOMTREE TR
+$943.3K
436,173
-3%
增持
MU
MICRON TECHNOLOGY INC
+$918.2K
4,028
+159%
减持
PATH
UIPATH INC
-$896.0K
11,482
-80%
增持
VOO
VANGUARD INDEX FDS
+$879.3K
19,061
+14%
建仓
—
TE CONNECTIVITY PLC
+$870.7K
4,165
减持
SBUX
STARBUCKS CORP
-$856.7K
3,071
-77%
减持
GOOG
ALPHABET INC
-$830.2K
17,035
-7%
清仓
SRLN
SSGA ACTIVE ETF TR
-$819.3K
0
-100%
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$801.2K
49,854
增持
BLK
BLACKROCK INC
-$798.2K
7,444
+0%
增持
EOG
EOG RES INC
+$793.8K
7,818
+144%
减持
META
META PLATFORMS INC
-$784.6K
7,154
-3%
减持
MUB
ISHARES TR
-$758.2K
3,294
-68%
增持
NFLX
NETFLIX INC.
+$748.1K
34,188
+26%
增持
XSOE
WISDOMTREE TR
+$736.6K
80,130
+26%
减持
MA
MASTERCARD INCORPORATED
-$734.0K
9,691
-0%
增持
DBAW
DBX ETF TR
+$734.0K
180,481
+7%
增持
KMB
KIMBERLY-CLARK CORP
+$728.1K
20,716
+65%
增持
DUK
DUKE ENERGY CORP NEW
+$721.6K
28,694
+11%
减持
CRM
SALESFORCE INC
-$665.2K
4,436
-21%
增持
VICI
VICI PPTYS INC
+$661.6K
61,626
+70%
减持
AVGO
BROADCOM INC
-$613.9K
15,130
-2%
增持
GIS
GENERAL MILLS INC
+$613.1K
50,508
+85%
减持
MELI
MERCADOLIBRE INC
-$599.3K
642
-24%
减持
KO
COCA COLA CO
-$581.9K
20,348
-33%
增持
SHEL
SHELL PLC
+$574.9K
24,477
+6%
增持
GOOGL
ALPHABET INC
-$569.5K
28,148
+2%
减持
GILD
GILEAD SCIENCES INC
-$567.4K
9,048
-39%
减持
AXP
AMERICAN EXPRESS CO
-$564.2K
4,364
-14%
减持
APP
APPLOVIN CORP
-$560.2K
690
-44%
减持
LMND
LEMONADE INC
-$557.1K
34,174
-1%
减持
VXUS
VANGUARD STAR FDS
-$543.1K
37,725
-18%
增持
NVDA
NVIDIA CORPORATION
-$541.4K
69,875
+2%
建仓
SNPS
SYNOPSYS INC
+$538.0K
1,345
减持
—
TOTALENERGIES SE
+$534.2K
24,300
-5%
减持
QQQ
INVESCO QQQ TR
-$523.0K
12,568
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$517.2K
12,147
-2%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$514.4K
0
-100%
清仓
CTVA
CORTEVA INC
-$507.3K
0
-100%
增持
GLD
SPDR GOLD TR
+$507.2K
10,683
+4%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$502.8K
5,872
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$500.7K
299,771
+21%
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$489.4K
9,747
-46%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$487.0K
283,141
+22%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$475.6K
3,088
-56%
减持
SPGI
S&P GLOBAL INC
-$474.2K
3,610
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$471.0K
17,986
+10%
减持
JPM
JPMORGAN CHASE & CO
-$468.9K
7,847
-9%
减持
UBER
UBER TECHNOLOGIES INC
-$466.5K
15,372
-20%
增持
SPYD
SPDR SERIES TRUST
+$464.0K
22,495
+74%
减持
PFE
PFIZER INC
-$460.3K
104,084
-23%
增持
COST
COSTCO WHOLESALE CORPORATION
+$460.2K
2,829
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$459.0K
3,147
+5%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$444.2K
319,284
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$434.2K
26,841
+1%
建仓
APH
AMPHENOL CORP
+$432.8K
3,425
清仓
IYR
ISHARES TR
-$427.1K
0
-100%
清仓
DUOL
DUOLINGO INC
-$425.4K
0
-100%
建仓
SCHR
SCHWAB STRATEGIC TR
+$424.4K
17,037
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$420.4K
0
-100%
清仓
Q
QNITY ELECTRONICS INC
-$416.1K
0
-100%
建仓
MSCI
MSCI INC
+$415.0K
770
建仓
IGIB
ISHARES TR
+$411.2K
7,726
减持
CL
COLGATE PALMOLIVE CO
-$407.9K
5,945
-49%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$406.3K
10,498
+102%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$406.0K
40,343
+50%
减持
IWF
ISHARES TR
-$401.8K
8,543
-0%
清仓
KHC
KRAFT HEINZ CO
-$393.5K
0
-100%
增持
OKE
ONEOK INC NEW
+$392.8K
8,333
+70%
增持
DBE
INVESCO DB MULTI-SECTOR COMM
+$391.8K
31,247
+3%
建仓
WELL
WELLTOWER INC
+$390.5K
1,975
增持
RHLD
RESOLUTE HLDGS MGMT INC
-$390.1K
11,383
+5%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$385.9K
17,274
清仓
SHV
ISHARES TR
-$383.9K
0
-100%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$382.6K
7,682
减持
—
ASML HLDG NV
+$382.2K
1,787
-6%
建仓
AXON
AXON ENTERPRISE INC
+$381.8K
899
建仓
FPE
FIRST TR EXCH TRADED FD III
+$379.0K
21,353
增持
IBDU
ISHARES TR
+$375.1K
191,154
+10%
增持
TSLA
TESLA INC
-$370.9K
6,098
+4%
减持
VTI
VANGUARD INDEX FDS
-$370.8K
13,440
-4%
建仓
NOW
SERVICENOW INC
+$365.6K
3,497
建仓
FLKR
FRANKLIN TEMPLETON ETF TR
+$360.0K
9,030
建仓
COF
CAPITAL ONE FINL CORP
+$358.3K
1,964
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$355.4K
37,720
-2%
减持
ADBE
ADOBE INC
-$353.6K
2,558
-8%
清仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT
-$351.0K
0
-100%
