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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 147 项
建仓 21
增持 79
减持 37
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
114,583
-8%
增持
AGG
ISHARES TR
+$1.3M
100,121
+16%
减持
IJH
ISHARES TR
-$1.0M
107,370
-14%
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
QQQE
DIREXION SHS ETF TR
-$955.1K
73,909
-12%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$887.3K
123,882
-6%
增持
NVDA
NVIDIA CORPORATION
+$719.4K
28,524
+16%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$673.7K
47,471
-11%
增持
AAPL
APPLE INC
+$560.3K
17,061
+7%
增持
AVGO
BROADCOM INC
+$482.7K
7,847
+16%
建仓
SO
SOUTHERN CO
+$467.0K
5,356
减持
VKI
INVESCO ADVANTAGE MUN INCOME
-$452.4K
641,714
-11%
增持
GOOGL
ALPHABET INC
+$446.3K
5,742
+3%
增持
USHY
ISHARES TR
+$441.3K
76,429
+19%
增持
GOOG
ALPHABET INC
+$389.3K
4,030
+12%
减持
SCHY
SCHWAB STRATEGIC TR
-$373.3K
206,996
-12%
增持
AMZN
AMAZON COM INC
+$336.0K
10,075
+11%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$327.6K
69,597
-6%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$318.3K
0
-100%
清仓
OKLO
OKLO INC
-$299.3K
0
-100%
清仓
—
CYBERARK SOFTWARE LTD
-$265.2K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$258.0K
1,507
清仓
WELL
WELLTOWER INC
-$256.0K
0
-100%
建仓
ROST
ROSS STORES INC
+$250.8K
1,392
建仓
INTU
INTUIT
+$248.4K
375
建仓
TJX
TJX COS INC NEW
+$247.9K
1,614
清仓
—
LINDE PLC
-$244.6K
0
-100%
清仓
ECL
ECOLAB INC
-$244.0K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$243.7K
2,035
增持
TSLA
TESLA INC
+$241.0K
3,469
+17%
建仓
TDG
TRANSDIGM GROUP INC
+$240.7K
181
清仓
FFIV
F5 INC
-$235.9K
0
-100%
增持
CSCO
CISCO SYS INC
+$234.6K
15,896
+10%
建仓
CMI
CUMMINS INC
+$232.8K
456
增持
MUB
ISHARES TR
+$230.0K
13,696
+18%
建仓
COF
CAPITAL ONE FINL CORP
+$229.8K
948
建仓
APP
APPLOVIN CORP
+$227.8K
338
清仓
VEEV
VEEVA SYS INC
-$226.1K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$224.1K
255
建仓
CRM
SALESFORCE INC
+$220.9K
834
增持
—
ACCENTURE PLC IRELAND
+$215.1K
2,278
+42%
建仓
CACI
CACI INTL INC
+$211.5K
397
建仓
SCHW
SCHWAB CHARLES CORP
+$210.2K
2,104
建仓
—
EATON CORP PLC
+$209.6K
658
清仓
—
GARMIN LTD
-$209.3K
0
-100%
建仓
BA
BOEING CO
+$209.1K
963
建仓
AEP
AMERICAN ELEC PWR CO INC
+$208.0K
1,804
建仓
NEM
NEWMONT CORP
+$205.0K
2,053
建仓
SNOW
SNOWFLAKE INC
+$204.4K
932
建仓
PFE
PFIZER INC
+$203.7K
8,181
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$201.1K
700
增持
KO
COCA COLA CO
+$198.9K
6,767
+64%
减持
LLY
ELI LILLY & CO
+$193.0K
793
-8%
减持
ZS
ZSCALER INC
-$189.8K
1,048
-26%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$185.7K
17,000
-15%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$178.1K
14,784
-12%
增持
JNJ
JOHNSON & JOHNSON
+$168.4K
4,762
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$164.6K
4,398
+11%
增持
MU
MICRON TECHNOLOGY INC
+$160.6K
1,289
+4%
增持
RBLX
ROBLOX CORP
-$134.1K
3,041
+11%
减持
T
AT&T INC
-$114.0K
9,425
-24%
增持
AMAT
APPLIED MATLS INC
+$112.1K
1,496
+12%
减持
FAST
FASTENAL CO
-$105.9K
8,257
-7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$104.4K
7,251
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$104.2K
556
+15%
减持
VRSN
VERISIGN INC
-$102.4K
988
-19%
增持
PWR
QUANTA SVCS INC
+$95.9K
776
+39%
增持
NFLX
NETFLIX INC
-$95.6K
4,632
+948%
增持
WMT
WALMART INC
+$94.4K
5,411
+10%
增持
HWM
HOWMET AEROSPACE INC
+$94.1K
1,844
+27%
增持
MRK
MERCK & CO INC
+$91.8K
3,087
+11%
增持
HOOD
ROBINHOOD MKTS INC
+$86.3K
5,328
+48%
减持
BKNG
BOOKING HOLDINGS INC
-$83.6K
59
-20%
增持
LTBR
LIGHTBRIDGE CORP
-$82.1K
12,222
+10%
增持
CEG
CONSTELLATION ENERGY CORP
+$80.9K
1,169
+16%
减持
AMD
ADVANCED MICRO DEVICES INC
+$76.9K
1,576
-2%
增持
CAT
CATERPILLAR INC
+$72.4K
696
+2%
增持
WFC
WELLS FARGO CO NEW
+$71.1K
4,471
+8%
增持
NEE
NEXTERA ENERGY INC
+$71.0K
3,933
+21%
增持
GE
GE AEROSPACE
+$69.3K
1,439
+16%
增持
INFY
INFOSYS LTD
+$66.1K
22,066
+10%
增持
IDXX
IDEXX LABS INC
+$64.9K
450
+20%
增持
MSFT
MICROSOFT CORP
+$64.1K
9,358
+9%
增持
ORCL
ORACLE CORP
-$63.6K
2,864
+30%
增持
PEP
PEPSICO INC
+$63.4K
2,847
+16%
清仓
UIS
UNISYS CORP
-$61.9K
0
-100%
增持
MS
MORGAN STANLEY
+$61.7K
1,996
+8%
增持
SUB
ISHARES TR
+$60.7K
7,960
+8%
增持
BAC
BANK AMERICA CORP
+$58.7K
9,152
+6%
增持
CLS
CELESTICA INC
+$57.7K
1,001
+4%
增持
SMBK
SMARTFINANCIAL INC
+$55.9K
20,322
+4%
增持
EMR
EMERSON ELEC CO
+$54.4K
2,336
+20%
减持
TLS
TELOS CORP MD
-$54.0K
26,645
-4%
增持
VRT
VERTIV HOLDINGS CO
+$51.3K
1,776
+13%
增持
HD
HOME DEPOT INC
-$48.1K
1,538
+8%
增持
C
CITIGROUP INC
+$47.6K
2,502
+4%
减持
PM
PHILIP MORRIS INTL INC
-$47.0K
2,758
-9%
增持
FTNT
FORTINET INC
+$46.8K
6,612
+16%
增持
NET
CLOUDFLARE INC
+$45.2K
3,794
+16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$45.0K
5,287
-11%
增持
COIN
COINBASE GLOBAL INC
-$44.7K
1,217
+28%
增持
RTX
RTX CORPORATION
+$44.6K
2,247
+2%
减持
PG
PROCTER AND GAMBLE CO
-$40.9K
2,916
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$37.7K
1,521
+10%
减持
MO
ALTRIA GROUP INC
-$36.6K
4,316
-0%
增持
AXP
AMERICAN EXPRESS CO
+$33.4K
733
+2%
增持
QCOM
QUALCOMM INC
+$33.1K
1,667
+10%
减持
—
EXXON MOBIL CORP
+$32.8K
7,756
-3%
增持
—
ROYAL CARIBBEAN GROUP
+$32.2K
1,481
+26%
增持
CVNA
CARVANA CO
+$31.2K
579
+2%
减持
APH
AMPHENOL CORP NEW
-$30.9K
3,578
-14%
减持
COST
COSTCO WHSL CORP NEW
-$29.8K
456
-0%
增持
DDOG
DATADOG INC
+$29.2K
3,595
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$29.0K
2,197
+3%
增持
SPGI
S&P GLOBAL INC
+$28.1K
511
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$28.0K
1,367
+2%
增持
LOW
LOWES COS INC
+$27.8K
952
+19%
减持
BB
BLACKBERRY LTD
-$27.6K
17,763
-9%
增持
PANW
PALO ALTO NETWORKS INC
-$26.5K
4,854
+7%
增持
VST
VISTRA CORP
-$25.7K
1,441
+9%
增持
META
META PLATFORMS INC
+$25.4K
2,476
+13%
增持
—
MEDTRONIC PLC
+$25.0K
2,755
+9%
减持
VOT
VANGUARD INDEX FDS
-$24.8K
793
-5%
减持
AMGN
AMGEN INC
+$24.0K
708
-4%
减持
PNC
PNC FINL SVCS GROUP INC
-$23.9K
1,132
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$23.1K
424
-8%
增持
BLK
BLACKROCK INC
-$22.8K
300
+2%
减持
GILD
GILEAD SCIENCES INC
+$22.4K
2,240
-2%
增持
MCD
MCDONALDS CORP
+$22.2K
1,411
+5%
增持
FSLY
FASTLY INC
+$21.2K
11,087
+3%
增持
DASH
DOORDASH INC
-$20.3K
1,617
+14%
减持
V
VISA INC
+$15.8K
1,724
-0%
减持
CVX
CHEVRON CORP NEW
-$13.4K
4,153
-0%
减持
ABBV
ABBVIE INC
-$13.1K
2,487
-1%
增持
DIS
DISNEY WALT CO
+$10.7K
2,776
+4%
减持
MMM
3M CO
-$9.9K
1,417
-7%
增持
LDOS
LEIDOS HOLDINGS INC
+$8.2K
1,755
+8%
增持
—
ALLOT LTD
-$6.9K
12,357
+2%
增持
—
CHECK POINT SOFTWARE TECH LT
-$6.8K
1,374
+9%
增持
UBER
UBER TECHNOLOGIES INC
+$6.4K
3,267
+23%
增持
VMC
VULCAN MATLS CO
-$6.3K
1,794
+7%
增持
SQ
BLOCK INC
+$6.1K
3,483
+14%
增持
TXN
TEXAS INSTRS INC
-$2.6K
1,637
+5%
增持
ABT
ABBOTT LABS
-$2.5K
2,330
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.3K
1,407
+4%
减持
MA
MASTERCARD INCORPORATED
+$436
760
-0%
减持
ADI
ANALOG DEVICES INC
-$360
882
-10%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$325
604
+15%
