Leicht Financial Planning & Wealth Management, Inc.
PARSIPPANY NJ · SEC CIK 0001710666
$2.44亿2026Q2 申报市值
16持仓数
93.7%前十大占比 · 第一大 20.9%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SLYV 新建仓+$856.35万
USMV 新建仓+$830.92万
SLYG 加仓+$222.75万
SPTI 加仓+$222.15万
SPIB 加仓+$100.27万
2026Q2 卖出最多 按季末市值估算
SPYG 减仓-$894.85万
SPMB 减仓-$664.10万
SPSM 减仓-$359.45万
SGOV 减仓-$90.40万
SPDW 减仓-$84.78万
2026Q2 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 | $5,112.79万 | 20.95% | 429,682 | -75,204 | -14.9% | -$894.85万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $5,048.19万 | 20.68% | 830,431 | 9,549 | 1.2% | $58.05万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,892.63万 | 11.85% | 1,018,891 | 78,248 | 8.3% | $222.15万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,196.30万 | 9.00% | 435,860 | -16,824 | -3.7% | -$84.78万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,812.47万 | 7.43% | 314,283 | -62,329 | -16.5% | -$359.45万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1,469.54万 | 6.02% | 439,193 | 29,968 | 7.3% | $100.27万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1,380.31万 | 5.66% | 618,696 | -297,667 | -32.5% | -$664.10万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,204.00万 | 4.93% | 232,523 | 4,746 | 2.1% | $24.57万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $902.86万 | 3.70% | 75,788 | 18,698 | 32.8% | $222.75万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $856.35万 | 3.51% | 78,485 | 78,485 | — | $856.35万 | 新建仓 |
| USMV | ISHARES TR | $830.92万 | 3.40% | 86,141 | 86,141 | — | $830.92万 | 新建仓 |
| SGOV | ISHARES TR | $352.07万 | 1.44% | 34,973 | -8,980 | -20.4% | -$90.40万 | 减仓 |
| AAPL | APPLE INC | $233.31万 | 0.96% | 8,063 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.66万 | 0.29% | 1,412 | -898 | -38.9% | -$44.93万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $43.66万 | 0.18% | 1,180 | 206 | 21.1% | $7.62万 | 加仓 |
| — | DATAVAULT AI INC | $6,923 | 0.00% | 19,780 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14,185 | -100.0% | -$43.52万 | 清仓 |