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

LeConte Wealth Management, LLC

报告期 2026-03-31 · CIK 0002060443

持仓数

152

前50大市值合计

$124.7M

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*

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$18.6M

97,078

14.9%

AGG ISHARES TR

CORE US AGGBD ET

$10.7M

107,788

8.6%

VCLT VANGUARD SCOTTSDALE FDS

LG-TERM COR BD

$9.0M

120,811

7.2%

QQQE DIREXION SHARES ETF TRUST

NASDAQ 100 EQ WT

$6.4M

64,509

5.1%

IJH ISHARES TR

CORE S&P MCP ETF

$6.1M

90,013

4.9%

SCHY SCHWAB STRATEGIC TR

INTERNL DIVID

$5.4M

171,835

4.4%

NVDA NVIDIA CORPORATION

COM

$5.2M

29,764

4.2%

VKI INVESCO ADVANTAGE MUN INCOME

SH BEN INT

$5.1M

584,255

4.1%

AAPL APPLE INC

COM

$4.5M

17,672

3.6%

VGLT VANGUARD SCOTTSDALE FDS

LONG TERM TREAS

$4.1M

73,401

3.3%

USHY ISHARES TR

BROAD USD HIGH

$3.0M

81,270

2.4%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$2.9M

46,752

2.4%

MSFT MICROSOFT CORP

COM

$2.9M

7,915

2.3%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$2.4M

9,504

2.0%

AVGO BROADCOM INC

COM

$2.3M

7,342

1.8%

AMZN AMAZON COM INC

COM

$2.1M

10,096

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$1.8M

6,410

1.5%

— EXXON MOBIL CORP

COM

$1.7M

9,796

1.3%

NLR VANECK ETF TRUST

URANIUM AND NUCL

$1.7M

12,418

1.3%

META META PLATFORMS INC

CL A

$1.6M

2,754

1.3%

ABBV ABBVIE INC

COM

$1.6M

7,173

1.3%

MUB ISHARES TR

NATIONAL MUN ETF

$1.5M

14,079

1.2%

CSCO CISCO SYS INC

COM

$1.3M

17,150

1.1%

TSLA TESLA INC

COM

$1.3M

3,501

1.0%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$1.3M

15,691

1.0%

JPM JPMORGAN CHASE & CO

COM

$1.3M

4,310

1.0%

GOOG ALPHABET INC

CAP STK CL C

$1.2M

4,161

1.0%

JNJ JOHNSON & JOHNSON

COM

$1.2M

4,866

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.1M

2,303

0.9%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$1.1M

7,445

0.9%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$1.0M

17,525

0.8%

SO SOUTHERN CO

COM

$990.7K

10,264

0.8%

CVX CHEVRON CORPORATION

COM

$875.8K

4,233

0.7%

SUB ISHARES TR

SHRT NAT MUN ETF

$870.4K

8,173

0.7%

NET CLOUDFLARE INC

CL A COM

$841.5K

4,078

0.7%

KO COCA COLA CO

COM

$826.3K

10,865

0.7%

SMBK SMARTFINANCIAL INC

COM NEW

$794.2K

20,322

0.6%

LLY ELI LILLY & CO

COM

$767.1K

834

0.6%

PEP PEPSICO INC

COM

$756.0K

4,868

0.6%

WMT WALMART INC

COM

$703.6K

5,661

0.6%

PM PHILIP MORRIS INTL INC

COM

$701.7K

4,244

0.6%

ABT ABBOTT LABORATORIES

COM

$643.0K

6,263

0.5%

CRWD CROWDSTRIKE HLDGS INC

CL A

$640.3K

1,640

0.5%

PANW PALO ALTO NETWORKS INC

COM

$635.2K

3,962

0.5%

FTNT FORTINET INC

COM

$616.1K

7,539

0.5%

COST COSTCO WHOLESALE CORPORATION

COM

$589.9K

592

0.5%

VRT VERTIV HOLDINGS CO

COM CL A

$533.2K

2,128

0.4%

NFLX NETFLIX INC.

COM

$528.6K

5,498

0.4%

AMAT APPLIED MATLS INC

COM

$528.3K

1,546

0.4%

NEE NEXTERA ENERGY INC

COM

$524.5K

5,647

0.4%

* 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

45%前 6 大占比

RSP14.9%AGG8.6%VCLT7.2%QQQE5.1%IJH4.9%SCHY4.4%