Leicht Financial Planning & Wealth Management, Inc.
PARSIPPANY NJ · SEC CIK 0001710666
$2.20亿2026Q1 申报市值
15持仓数
98.2%前十大占比 · 第一大 22.4%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BRK/B 加仓+$53.67万
SCHD 新建仓+$43.52万
VTI 新建仓+$31.25万
SGOV 加仓+$23.51万
SPYG 加仓+$19.91万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$43.36万
SPDW 减仓-$27.35万
SPSM 减仓-$24.47万
SPEM 减仓-$7.06万
SLYG 减仓-$6.92万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $4,943.34万 | 22.42% | 504,886 | 2,033 | 0.4% | $19.91万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,644.55万 | 21.07% | 820,882 | -7,663 | -0.9% | -$43.36万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $2,695.88万 | 12.23% | 940,643 | 595 | 0.1% | $1.71万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,066.50万 | 9.37% | 452,684 | -5,992 | -1.3% | -$27.35万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $2,051.74万 | 9.31% | 916,363 | -91 | -0.0% | -$2,037 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,819.79万 | 8.25% | 376,612 | -5,065 | -1.3% | -$24.47万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,372.54万 | 6.23% | 409,225 | 615 | 0.2% | $2.06万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,068.50万 | 4.85% | 227,777 | -1,506 | -0.7% | -$7.06万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $551.60万 | 2.50% | 57,090 | -716 | -1.2% | -$6.92万 | 减仓 |
| SGOV | ISHARES TR | $442.44万 | 2.01% | 43,953 | 2,336 | 5.6% | $23.51万 | 加仓 |
| AAPL | APPLE INC | $204.63万 | 0.93% | 8,063 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.70万 | 0.50% | 2,310 | 1,120 | 94.1% | $53.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $43.52万 | 0.20% | 14,185 | 14,185 | — | $43.52万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $31.25万 | 0.14% | 974 | 974 | — | $31.25万 | 新建仓 |
| — | DATAVAULT AI INC | $1.22万 | 0.01% | 19,780 | 0 | 0.0% | — | 不变 |