小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
$124.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 104 项
建仓 49
增持 38
减持 16
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$10.5M
237,396
-78%
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$7.5M
520,722
-46%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.1M
143,854
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。
-23%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$4.9M
636,937
-32%
增持
AGG
ISHARES TR
+$2.5M
59,747
+72%
减持
SCHY
SCHWAB STRATEGIC TR
-$2.4M
294,602
-29%
减持
IJH
ISHARES TR
-$1.9M
139,586
-23%
增持
MSFT
MICROSOFT CORP
+$1.8M
7,452
+44%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
20,883
+41%
增持
AVGO
BROADCOM INC
+$995.0K
5,764
+63%
减持
IPWR
IDEAL PWR INC
-$813.9K
27,515
-85%
增持
USHY
ISHARES TR
+$768.3K
42,976
+88%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$751.3K
71,669
-27%
减持
QQQE
DIREXION SHS ETF TR
-$741.5K
95,828
-18%
增持
AMZN
AMAZON COM INC
+$653.8K
7,586
+43%
增持
META
META PLATFORMS INC
+$640.2K
1,824
+49%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$581.1K
75,996
-9%
建仓
SUB
ISHARES TR
+$566.4K
5,326
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$546.4K
6,673
+55%
建仓
NFLX
NETFLIX INC
+$470.0K
351
增持
MUB
ISHARES TR
+$465.6K
7,408
+153%
增持
JPM
JPMORGAN CHASE & CO.
+$462.9K
3,190
+69%
建仓
NET
CLOUDFLARE INC
+$452.0K
2,308
建仓
PM
PHILIP MORRIS INTL INC
+$424.4K
2,330
减持
VKI
INVESCO ADVANTAGE MUN INCOME
-$405.0K
700,168
-5%
建仓
APH
AMPHENOL CORP NEW
+$398.8K
4,038
增持
PANW
PALO ALTO NETWORKS INC
+$396.4K
3,633
+79%
增持
AAPL
APPLE INC
+$391.6K
12,154
+28%
增持
GOOGL
ALPHABET INC
+$385.4K
5,139
+53%
建仓
MA
MASTERCARD INCORPORATED
+$377.6K
672
建仓
DIS
DISNEY WALT CO
+$370.2K
2,985
建仓
CLS
CELESTICA INC
+$358.0K
2,293
增持
CRWD
CROWDSTRIKE HLDGS INC
+$350.1K
1,091
+87%
建仓
GS
GOLDMAN SACHS GROUP INC
+$348.4K
492
建仓
DDOG
DATADOG INC
+$346.0K
2,576
增持
TSLA
TESLA INC
+$342.7K
2,935
+29%
建仓
BAC
BANK AMERICA CORP
+$332.0K
7,017
增持
CSCO
CISCO SYS INC
+$327.6K
10,290
+64%
建仓
ZS
ZSCALER INC
+$321.5K
1,024
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$321.4K
16,310
-20%
增持
FTNT
FORTINET INC
+$312.5K
5,256
+108%
建仓
COIN
COINBASE GLOBAL INC
+$298.3K
851
建仓
INFY
INFOSYS LTD
+$295.1K
15,923
建仓
FAST
FASTENAL CO
+$293.3K
6,984
增持
VOT
VANGUARD INDEX FDS
+$291.0K
5,001
+9%
建仓
HOOD
ROBINHOOD MKTS INC
+$278.9K
2,979
建仓
GE
GE AEROSPACE
+$272.6K
1,059
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$269.5K
11,105
-28%
建仓
DASH
DOORDASH INC
+$267.5K
1,085
增持
ORCL
ORACLE CORP
+$267.1K
2,287
+37%
建仓
WFC
WELLS FARGO CO NEW
+$266.6K
3,328
建仓
BA
BOEING CO
+$261.5K
1,248
建仓
EMR
EMERSON ELEC CO
+$256.2K
1,922
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$255.3K
31,126
-13%
建仓
NOW
SERVICENOW INC
+$253.9K
247
建仓
TXN
TEXAS INSTRS INC
+$253.5K
1,221
建仓
MS
MORGAN STANLEY
+$250.0K
1,775
建仓
HWM
HOWMET AEROSPACE INC
+$247.7K
1,331
建仓
CEG
CONSTELLATION ENERGY CORP
+$246.9K
765
建仓
—
ROYAL CARIBBEAN GROUP
+$245.5K
784
建仓
KO
COCA COLA CO
+$244.9K
3,461
建仓
BLK
BLACKROCK INC
+$244.5K
233
建仓
—
CHECK POINT SOFTWARE TECH LT
+$242.5K
1,096
建仓
VRSN
VERISIGN INC
+$241.4K
836
建仓
RTX
RTX CORPORATION
+$239.8K
1,642
建仓
SPGI
S&P GLOBAL INC
+$239.4K
454
建仓
CAT
CATERPILLAR INC
+$225.2K
580
增持
V
VISA INC
+$221.4K
1,588
+63%
建仓
BKNG
BOOKING HOLDINGS INC
+$220.0K
38
建仓
C
CITIGROUP INC
+$217.6K
2,557
建仓
AMGN
AMGEN INC
+$216.7K
776
建仓
GOOG
ALPHABET INC
+$214.3K
1,208
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$212.6K
1,710
+46%
建仓
AMAT
APPLIED MATLS INC
+$211.4K
1,155
建仓
AMD
ADVANCED MICRO DEVICES INC
+$211.3K
1,489
建仓
VST
VISTRA CORP
+$211.1K
1,089
建仓
INTU
INTUIT
+$210.3K
267
建仓
RBLX
ROBLOX CORP
+$209.5K
1,991
建仓
ABT
ABBOTT LABS
+$205.4K
1,510
建仓
CMCSA
COMCAST CORP NEW
+$205.0K
5,745
建仓
AEP
AMERICAN ELEC PWR CO INC
+$203.6K
1,962
增持
—
ACCENTURE PLC IRELAND
+$185.7K
1,446
+83%
增持
HD
HOME DEPOT INC
+$149.3K
1,081
+60%
增持
COST
COSTCO WHSL CORP NEW
+$138.1K
385
+50%
增持
T
AT&T INC
+$135.9K
20,798
+26%
增持
WMT
WALMART INC
+$116.2K
3,695
+32%
增持
PG
PROCTER AND GAMBLE CO
+$113.9K
2,221
+58%
减持
HON
HONEYWELL INTL INC
-$111.7K
1,248
-34%
增持
LLY
ELI LILLY & CO
+$91.5K
573
+33%
增持
—
EXXON MOBIL CORP
+$90.3K
7,379
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$86.9K
1,556
+24%
增持
JNJ
JOHNSON & JOHNSON
+$75.7K
3,555
+26%
减持
SPYV
SPDR SERIES TRUST
-$75.2K
12,786
-12%
增持
VMC
VULCAN MATLS CO
+$70.5K
1,553
+8%
建仓
BB
BLACKBERRY LTD
+$60.9K
13,295
增持
ABBV
ABBVIE INC
+$56.3K
1,879
+35%
建仓
TLS
TELOS CORP MD
+$54.1K
17,060
增持
SMBK
SMARTFINANCIAL INC
+$52.4K
19,375
+0%
建仓
—
TERNS PHARMACEUTICALS INC
+$47.2K
12,641
增持
CVX
CHEVRON CORP NEW
+$33.2K
2,275
+30%
增持
MCD
MCDONALDS CORP
+$27.3K
1,043
+17%
增持
PEP
PEPSICO INC
-$19.5K
1,825
+5%
清仓
BKSY/WS
BLACKSKY TECHNOLOGY INC
-$2.5K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9K
1,089
+69%