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LeClair Wealth Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LeClair Wealth Partners LLC

报告期 2026-03-31 · CIK 0002056667

持仓数

103

前50大市值合计

$270.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

PULS PGIM ETF TR

PGIM ULTRA SH BD

$33.9M

684,685

12.5%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$21.3M

453,035

7.9%

UITB VICTORY PORTFOLIOS II

CORE INTERMEDIAT

$20.6M

438,763

7.6%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$20.1M

194,843

7.4%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$18.5M

241,897

6.8%

USVM VICTORY PORTFOLIOS II

USAA MSCI USA SM

$18.1M

191,096

6.7%

EVSD MORGAN STANLEY ETF TRUST

EATON VANCE SHOR

$16.8M

329,166

6.2%

RWL INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE

$16.2M

140,791

6.0%

HMOP HARTFORD FDS EXCHANGE TRADED

MUN OPORTUNITE

$8.7M

223,764

3.2%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$7.0M

162,905

2.6%

VRP INVESCO EXCH TRADED FD TR II

VAR RATE PFD

$7.0M

291,785

2.6%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$6.6M

117,113

2.5%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$6.2M

122,289

2.3%

UTES ETFIS SER TR I

VIRTUS REAVES UT

$6.0M

75,038

2.2%

PJAN INNOVATOR ETFS TRUST

US EQTY PWR BUF

$5.8M

126,115

2.1%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$5.7M

8

2.1%

PAPI MORGAN STANLEY ETF TRUST

PARAMETRIC EQUIT

$5.3M

194,162

2.0%

PBJA PGIM ROCK ETF TR

S&P 500 BUFFER

$4.9M

159,830

1.8%

JXN JACKSON FINANCIAL INC

COM CL A

$3.9M

37,173

1.5%

PBNV PGIM ROCK ETF TR

S&P 500 BUFFER

$3.7M

128,780

1.4%

PFEB INNOVATOR ETFS TRUST

US EQTY PWR BUF

$2.5M

62,171

0.9%

PAPR INNOVATOR ETFS TRUST

US EQT PWR BUF

$2.1M

53,803

0.8%

PBDE PGIM ROCK ETF TR

S&P 500 BUFFER

$2.0M

70,321

0.8%

JANW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$1.6M

44,490

0.6%

MSFT MICROSOFT CORP

COM

$1.6M

4,325

0.6%

PMAR INNOVATOR ETFS TRUST

US EQTY PWR BUF

$1.6M

35,052

0.6%

CMS CMS ENERGY CORP

COM

$1.6M

20,073

0.6%

— EATON CORP PLC

SHS

$1.5M

4,091

0.5%

AAPL APPLE INC

COM

$1.4M

5,704

0.5%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$1.2M

7,982

0.4%

PBAP PGIM ROCK ETF TR

S&P 500 BUFFER

$1.2M

39,619

0.4%

PJUN INNOVATOR ETFS TRUST

US EQTY PWR BUF

$1.1M

26,441

0.4%

DTE DTE ENERGY CO

COM

$1.1M

7,325

0.4%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$1.0M

34,866

0.4%

F FORD MTR CO

COM

$1.0M

90,711

0.4%

JNJ JOHNSON & JOHNSON

COM

$1.0M

4,242

0.4%

CPSA CALAMOS ETF TR

S&P 500 STRUCTRD

$1.0M

38,021

0.4%

SYK STRYKER CORPORATION

COM

$885.7K

2,695

0.3%

CPSO CALAMOS ETF TR

S&P 500 STRUCTUR

$831.8K

30,803

0.3%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$829.6K

3,491

0.3%

PBFB PGIM ROCK ETF TR

S&P 500 BUFFER

$809.8K

26,957

0.3%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$793.7K

14,368

0.3%

CPSJ CALAMOS ETF TR

S&P 500 STRUCTUR

$784.1K

29,178

0.3%

CVX CHEVRON CORPORATION

COM

$759.8K

3,672

0.3%

PBJN PGIM ROCK ETF TR

S&P 500 BUFFER

$757.3K

25,355

0.3%

LRCX LAM RESEARCH CORP

COM NEW

$739.0K

3,459

0.3%

OCTP PGIM ROCK ETF TR

S&P 500 BUFFER

$737.4K

24,890

0.3%

SLV ISHARES SILVER TR

ISHARES

$658.0K

9,656

0.2%

CPSD CALAMOS ETF TR

S&P 500 STRUCTU

$647.2K

24,974

0.2%

— CHUBB LTD SWITZ

COM

$644.8K

1,978

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

49%前 6 大占比

PULS12.5%JCPB7.9%UITB7.6%XMHQ7.4%SPYM6.8%USVM6.7%