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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
$124.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 140 项
建仓 36
增持 75
减持 16
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
DBL
DOUBLELINE OPPORTUNISTIC CR
-$9.8M
0
-100%
清仓
DLY
DOUBLELINE YIELD OPPORTUNITI
-$8.1M
0
-100%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$4.5M
132,437
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。
+74%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$3.6M
74,061
+567%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$2.9M
0
-100%
增持
AGG
ISHARES TR
+$2.7M
86,496
+45%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.4M
125,107
-13%
增持
AAPL
APPLE INC
+$1.6M
16,015
+32%
减持
SCHY
SCHWAB STRATEGIC TR
-$1.5M
234,285
-20%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.4M
53,486
-25%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
24,656
+18%
减持
VOT
VANGUARD INDEX FDS
-$1.2M
838
-83%
减持
QQQE
DIREXION SHS ETF TR
-$904.1K
83,818
-13%
增持
USHY
ISHARES TR
+$804.7K
63,969
+49%
增持
MSFT
MICROSOFT CORP
+$754.9K
8,614
+16%
清仓
SPYV
SPDR SERIES TRUST
-$669.2K
0
-100%
增持
GOOG
ALPHABET INC
+$661.0K
3,594
+198%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$657.2K
20,064
-36%
增持
AVGO
BROADCOM INC
+$644.3K
6,769
+17%
减持
IJH
ISHARES TR
-$554.0K
124,167
-11%
增持
MUB
ISHARES TR
+$463.0K
11,616
+57%
增持
GOOGL
ALPHABET INC
+$445.3K
5,557
+8%
增持
VKI
INVESCO ADVANTAGE MUN INCOME
+$444.4K
718,904
+3%
增持
TSLA
TESLA INC
+$386.7K
2,966
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$327.8K
3,971
+24%
增持
AMZN
AMAZON COM INC
+$325.2K
9,061
+19%
增持
CVX
CHEVRON CORP NEW
+$320.6K
4,162
+83%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$319.5K
2,139
+37%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$318.3K
696
建仓
LDOS
LEIDOS HOLDINGS INC
+$308.4K
1,632
建仓
OKLO
OKLO INC
+$299.3K
2,681
清仓
HON
HONEYWELL INTL INC
-$290.6K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$285.5K
4,322
增持
CSCO
CISCO SYS INC
+$275.9K
14,467
+41%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$274.8K
6,493
-3%
增持
JNJ
JOHNSON & JOHNSON
+$274.1K
4,407
+24%
建仓
—
CYBERARK SOFTWARE LTD
+$265.2K
549
增持
META
META PLATFORMS INC
+$262.8K
2,191
+20%
清仓
BA
BOEING CO
-$261.5K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$260.5K
2,659
建仓
VZ
VERIZON COMMUNICATIONS INC
+$260.4K
5,924
建仓
PNC
PNC FINL SVCS GROUP INC
+$260.2K
1,295
建仓
WELL
WELLTOWER INC
+$256.0K
1,437
清仓
IJR
ISHARES TR
-$254.9K
0
-100%
清仓
NOW
SERVICENOW INC
-$253.9K
0
-100%
减持
T
AT&T INC
-$253.8K
12,325
-41%
建仓
GILD
GILEAD SCIENCES INC
+$252.5K
2,275
建仓
QCOM
QUALCOMM INC
+$252.0K
1,515
增持
NET
CLOUDFLARE INC
+$250.8K
3,275
+42%
建仓
NEE
NEXTERA ENERGY INC
+$244.7K
3,242
建仓
—
LINDE PLC
+$244.6K
515
建仓
ECL
ECOLAB INC
+$244.0K
891
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$239.9K
526
建仓
—
MEDTRONIC PLC
+$239.6K
2,516
建仓
IDXX
IDEXX LABS INC
+$239.6K
375
建仓
ADI
ANALOG DEVICES INC
+$239.6K
975
建仓
AXP
AMERICAN EXPRESS CO
+$237.8K
716
增持
HOOD
ROBINHOOD MKTS INC
+$237.4K
3,606
+21%
建仓
MMM
3M CO
+$236.8K
1,526
建仓
LTBR
LIGHTBRIDGE CORP
+$236.6K
11,154
建仓
VRT
VERTIV HOLDINGS CO
+$236.4K
1,567
建仓
FFIV
F5 INC
+$235.9K
730
建仓
MRK
MERCK & CO INC
+$233.2K
2,778
增持
ABBV
ABBVIE INC
+$232.6K
2,511
+34%
建仓
PWR
QUANTA SVCS INC
+$231.7K
559
建仓
VEEV
VEEVA SYS INC
+$226.1K
759
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$222.6K
459
增持
SUB
ISHARES TR
+$222.3K
7,386
+39%
建仓
SQ
BLOCK INC
+$220.6K
3,053
建仓
CVNA
CARVANA CO
+$213.1K
565
增持
LLY
ELI LILLY & CO
+$212.6K
864
+51%
清仓
INTU
INTUIT
-$210.3K
0
-100%
建仓
—
GARMIN LTD
+$209.3K
850
建仓
MU
MICRON TECHNOLOGY INC
+$207.3K
1,239
清仓
CMCSA
COMCAST CORP NEW
-$205.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$203.6K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$203.0K
423
建仓
LOW
LOWES COS INC
+$201.8K
803
增持
HD
HOME DEPOT INC
+$181.1K
1,425
+32%
增持
BKNG
BOOKING HOLDINGS INC
+$179.6K
74
+95%
增持
PANW
PALO ALTO NETWORKS INC
+$177.1K
4,521
+24%
增持
RBLX
ROBLOX CORP
+$171.1K
2,747
+38%
增持
WMT
WALMART INC
+$147.1K
4,933
+34%
增持
FAST
FASTENAL CO
+$144.0K
8,917
+28%
增持
TLS
TELOS CORP MD
+$135.8K
27,757
+63%
增持
—
ROYAL CARIBBEAN GROUP
+$135.4K
1,177
+50%
建仓
—
ALLOT LTD
+$128.3K
12,131
增持
RTX
RTX CORPORATION
+$127.7K
2,196
+34%
增持
UNH
UNITEDHEALTH GROUP INC
+$127.1K
1,352
+24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$127.1K
1,336
-22%
清仓
IPWR
IDEAL PWR INC
-$124.6K
0
-100%
减持
ORCL
ORACLE CORP
+$121.8K
2,211
-3%
减持
CLS
CELESTICA INC
-$119.7K
967
-58%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$119.6K
1,377
+26%
增持
DASH
DOORDASH INC
+$119.0K
1,421
+31%
增持
APH
AMPHENOL CORP NEW
+$115.7K
4,157
+3%
增持
DDOG
DATADOG INC
+$113.6K
3,228
+25%
增持
VMC
VULCAN MATLS CO
+$113.0K
1,684
+8%
增持
BAC
BANK AMERICA CORP
+$112.6K
8,619
+23%
增持
—
EXXON MOBIL CORP
+$105.1K
7,987
+8%
增持
PG
PROCTER AND GAMBLE CO
+$104.9K
2,986
+34%
增持
MCD
MCDONALDS CORP
+$104.3K
1,346
+29%
增持
PEP
PEPSICO INC
+$104.2K
2,458
+35%
增持
ZS
ZSCALER INC
+$104.0K
1,420
+39%
增持
GE
GE AEROSPACE
+$101.3K
1,243
+17%
增持
CAT
CATERPILLAR INC
+$101.3K
684
+18%
增持
VRSN
VERISIGN INC
+$101.0K
1,225
+47%
增持
BLK
BLACKROCK INC
+$99.5K
295
+27%
建仓
FSLY
FASTLY INC
+$91.6K
10,718
增持
ABT
ABBOTT LABS
+$89.0K
2,198
+46%
增持
CEG
CONSTELLATION ENERGY CORP
+$85.1K
1,009
+32%
增持
WFC
WELLS FARGO CO NEW
+$79.0K
4,123
+24%
增持
FTNT
FORTINET INC
-$77.4K
5,688
+8%
减持
DIS
DISNEY WALT CO
-$65.0K
2,665
-11%
增持
PM
PHILIP MORRIS INTL INC
+$65.0K
3,017
+29%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$63.8K
16,838
+3%
建仓
UIS
UNISYS CORP
+$61.9K
15,873
增持
AMAT
APPLIED MATLS INC
+$60.9K
1,330
+15%
增持
NFLX
NETFLIX INC
+$59.9K
442
+26%
增持
MA
MASTERCARD INCORPORATED
+$55.8K
762
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$49.4K
1,611
+8%
增持
VST
VISTRA CORP
+$47.2K
1,318
+21%
清仓
—
TERNS PHARMACEUTICALS INC
-$47.2K
0
-100%
增持
MS
MORGAN STANLEY
+$42.6K
1,841
+4%
增持
COST
COSTCO WHSL CORP NEW
+$41.9K
457
+19%
增持
SMBK
SMARTFINANCIAL INC
+$41.4K
19,475
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$36.5K
483
-2%
增持
HWM
HOWMET AEROSPACE INC
+$36.2K
1,447
+9%
增持
—
ACCENTURE PLC IRELAND
-$36.2K
1,606
+11%
增持
BB
BLACKBERRY LTD
+$34.1K
19,461
+46%
增持
TXN
TEXAS INSTRS INC
+$33.1K
1,560
+28%
增持
INFY
INFOSYS LTD
+$32.1K
20,106
+26%
增持
KO
COCA COLA CO
+$29.3K
4,134
+19%
减持
C
CITIGROUP INC
+$26.8K
2,408
-6%
增持
V
VISA INC
+$25.1K
1,725
+9%
增持
COIN
COINBASE GLOBAL INC
+$21.7K
948
+11%
增持
—
CHECK POINT SOFTWARE TECH LT
+$19.3K
1,265
+15%
减持
AMGN
AMGEN INC
-$9.0K
736
-5%
增持
EMR
EMERSON ELEC CO
-$558
1,949
+1%
增持
SPGI
S&P GLOBAL INC
-$415
491
+8%