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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
$270.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 79 项
建仓 9
增持 12
减持 54
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.7M
513,808
+13%
减持
MSFT
MICROSOFT CORP
+$1.6M
13,681
-2%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
20,994
-1%
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
AVGO
BROADCOM INC
+$948.6K
9,049
-2%
减持
AAPL
APPLE INC
-$823.8K
47,148
-0%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$581.8K
241,910
-13%
清仓
SPY
SPDR S&P 500 ETF TR
-$514.6K
0
-100%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$489.3K
79,765
-1%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$480.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$458.2K
5,823
-1%
减持
CTAS
CINTAS CORP
+$426.0K
27,161
-1%
减持
META
META PLATFORMS INC
+$328.3K
2,062
-0%
建仓
CBRL
CRACKER BARREL OLD CTRY STOR
+$307.4K
5,032
减持
UNH
UNITEDHEALTH GROUP INC
-$307.2K
1,107
-11%
减持
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$301.3K
18,514
-35%
减持
GOOGL
ALPHABET INC
+$276.3K
16,292
-3%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$275.9K
18,132
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$267.4K
7,490
-4%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$258.9K
96,717
-11%
减持
AMZN
AMAZON COM INC
+$248.7K
10,870
-3%
减持
—
TRANE TECHNOLOGIES PLC
+$236.3K
3,022
-6%
建仓
GE
GE AEROSPACE
+$231.8K
900
清仓
TRGP
TARGA RES CORP
-$229.3K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$229.0K
87,736
+5%
建仓
ROK
ROCKWELL AUTOMATION INC
+$228.5K
688
建仓
INTU
INTUIT
+$225.3K
286
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$220.1K
127,274
-9%
减持
MRK
MERCK & CO INC
-$213.1K
17,120
-2%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$212.4K
1,497
建仓
IJH
ISHARES TR
+$206.0K
3,321
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$204.0K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$201.0K
682
减持
—
EXXON MOBIL CORP
-$198.8K
17,283
-0%
减持
IQV
IQVIA HLDGS INC
-$190.6K
2,847
-21%
减持
NFLX
NETFLIX INC
+$179.6K
444
-0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$157.8K
7,663
-20%
减持
EMR
EMERSON ELEC CO
+$157.1K
6,854
-1%
增持
TSLA
TESLA INC
+$145.7K
1,968
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$143.0K
9,676
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$131.9K
13,272
-0%
建仓
FEAM
5E ADVANCED MATERIALS INC
+$131.0K
37,208
减持
XLK
SELECT SECTOR SPDR TR
+$130.7K
3,101
-2%
建仓
POWW
OUTDOOR HOLDING CO
+$128.0K
100,026
减持
WSM
WILLIAMS SONOMA INC
+$112.7K
21,594
-0%
减持
—
AON PLC
-$101.1K
2,379
-0%
减持
ALL
ALLSTATE CORP
-$99.3K
3,872
-9%
增持
PSEC
PROSPECT CAP CORP
+$88.1K
105,220
+75%
减持
HD
HOME DEPOT INC
-$77.5K
3,729
-5%
减持
V
VISA INC
-$66.9K
4,208
-6%
减持
GOOG
ALPHABET INC
+$63.1K
4,231
-4%
减持
TXN
TEXAS INSTRS INC
+$57.1K
2,130
-1%
减持
TJX
TJX COS INC NEW
-$55.2K
7,848
-7%
减持
CRM
SALESFORCE INC
-$53.9K
2,358
-9%
减持
HAL
HALLIBURTON CO
-$53.5K
10,697
-0%
增持
BA
BOEING CO
+$53.4K
1,314
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$46.5K
1,820
-0%
增持
WMT
WALMART INC
+$45.2K
4,322
+1%
减持
F
FORD MTR CO
+$45.0K
77,141
-2%
减持
UNP
UNION PAC CORP
-$42.0K
1,102
-12%
减持
ARCC
ARES CAPITAL CORP
-$35.2K
21,087
-6%
减持
SPGI
S&P GLOBAL INC
-$34.7K
1,318
-8%
增持
ABBV
ABBVIE INC
-$33.4K
1,425
+0%
减持
COST
COSTCO WHSL CORP NEW
+$31.8K
785
-0%
减持
BX
BLACKSTONE INC
+$31.8K
3,258
-0%
增持
PG
PROCTER AND GAMBLE CO
-$30.9K
2,798
+0%
减持
BAC
BANK AMERICA CORP
+$28.5K
5,998
-2%
增持
LLY
ELI LILLY & CO
-$25.5K
674
+1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$24.6K
4,594
-9%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$22.3K
4,155
+1400%
减持
—
NXP SEMICONDUCTORS N V
-$17.9K
2,727
-16%
减持
EW
EDWARDS LIFESCIENCES CORP
-$16.9K
9,241
-9%
减持
PSX
PHILLIPS 66
-$14.0K
1,956
-2%
减持
SRE
SEMPRA
+$11.8K
3,007
-1%
减持
DHR
DANAHER CORPORATION
-$11.7K
1,348
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
-$11.3K
702
+0%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$10.8K
15,060
-2%
减持
MA
MASTERCARD INCORPORATED
+$7.7K
635
-0%
减持
QCOM
QUALCOMM INC
+$5.8K
2,135
-2%
增持
PGR
PROGRESSIVE CORP
-$5.6K
890
+4%