Leelyn Smith, LLC
GENEVA IL · SEC CIK 0001777817
$8.22亿2026Q2 申报市值
157持仓数
42.1%前十大占比 · 第一大 8.5%
10 / 8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
LIN 新建仓+$384.02万
KVUE 新建仓+$328.91万
MKC 新建仓+$314.01万
ETN 加仓+$309.12万
MGK 加仓+$293.84万
2026Q2 卖出最多 按季末市值估算
SPHD 清仓-$875.88万
GEHC 清仓-$417.30万
ZTS 清仓-$372.63万
HON 减仓-$266.76万
INTC 减仓-$157.69万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -176,553 | -100.0% | -$875.88万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -58,625 | -100.0% | -$417.30万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -31,522 | -100.0% | -$372.63万 | 清仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,298 | -100.0% | -$46.15万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,548 | -100.0% | -$42.69万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,512 | -100.0% | -$35.39万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,618 | -100.0% | -$27.79万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,556 | -100.0% | -$21.41万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $20.02万 | 0.02% | 2,324 | 1,870 | 411.9% | $16.11万 | 重新持有 |
| AON | AON PLC | $20.36万 | 0.02% | 614 | 614 | — | $20.36万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $22.74万 | 0.03% | 660 | -12 | -1.8% | -$4,134 | 减仓 |
| COP | CONOCOPHILLIPS | $22.98万 | 0.03% | 2,211 | 5 | 0.2% | $520 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $23.21万 | 0.03% | 4,450 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $23.88万 | 0.03% | 2,890 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $24.31万 | 0.03% | 1,921 | 44 | 2.3% | $5,569 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.30万 | 0.03% | 1,130 | 1 | 0.1% | $224 | 加仓 |
| IJH | ISHARES TR | $26.29万 | 0.03% | 3,409 | 62 | 1.9% | $4,781 | 加仓 |
| JLL | JONES LANG LASALLE INC | $26.31万 | 0.03% | 849 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $26.44万 | 0.03% | 1,847 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $26.45万 | 0.03% | 715 | -71 | -9.0% | -$2.63万 | 减仓 |
| — | CALAMOS ETF TR | $26.74万 | 0.03% | 9,578 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $26.90万 | 0.03% | 9,813 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $27.07万 | 0.03% | 1,999 | 14 | 0.7% | $1,896 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.62万 | 0.03% | 542 | -43 | -7.4% | -$2.19万 | 减仓 |
| CB | CHUBB LIMITED | $28.45万 | 0.03% | 835 | 65 | 8.4% | $2.21万 | 加仓 |
| MTUM | ISHARES TR | $28.89万 | 0.04% | 843 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.32万 | 0.04% | 406 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $30.46万 | 0.04% | 1,126 | -256 | -18.5% | -$6.93万 | 减仓 |
| WM | WASTE MGMT INC DEL | $31.29万 | 0.04% | 1,404 | -250 | -15.1% | -$5.57万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $32.27万 | 0.04% | 8,364 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $32.48万 | 0.04% | 277 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $32.91万 | 0.04% | 3,265 | -197 | -5.7% | -$1.99万 | 减仓 |
| — | VANECK ETF TRUST | $32.94万 | 0.04% | 9,908 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $34.52万 | 0.04% | 1,673 | 1,673 | — | $34.52万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $35.99万 | 0.04% | 867 | 1 | 0.1% | $415 | 加仓 |
| NN | NEXTNAV INC | $36.30万 | 0.04% | 20,358 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.83万 | 0.05% | 5,310 | -225 | -4.1% | -$1.60万 | 减仓 |
| GLW | CORNING INC | $39.74万 | 0.05% | 1,556 | -53 | -3.3% | -$1.35万 | 减仓 |
| ADBE | ADOBE INC | $40.04万 | 0.05% | 1,953 | -99 | -4.8% | -$2.03万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $40.37万 | 0.05% | 822 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $42.09万 | 0.05% | 7,644 | 7,644 | — | $42.09万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $48.33万 | 0.06% | 5,506 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $51.39万 | 0.06% | 4,537 | -2,385 | -34.5% | -$27.01万 | 减仓 |
| DGRW | WISDOMTREE TR | $51.65万 | 0.06% | 5,402 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO EXCHANGE TRADED FD T | $51.88万 | 0.06% | 1,990 | 1,990 | — | $51.88万 | 新建仓 |
| MPC | MARATHON PETE CORP | $52.83万 | 0.06% | 2,066 | -1,319 | -39.0% | -$33.73万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $53.01万 | 0.06% | 10,499 | 880 | 9.1% | $4.44万 | 加仓 |
| GOOG | ALPHABET INC | $53.06万 | 0.06% | 1,502 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $55.09万 | 0.07% | 2,746 | 0 | 0.0% | — | 不变 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $55.11万 | 0.07% | 28,732 | -716 | -2.4% | -$1.37万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $55.29万 | 0.07% | 4,056 | 4,056 | — | $55.29万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $60.78万 | 0.07% | 2,133 | -390 | -15.5% | -$11.11万 | 减仓 |
| T | AT&T INC | $61.68万 | 0.08% | 29,799 | -581 | -1.9% | -$1.20万 | 减仓 |
| RTX | RTX CORPORATION | $66.99万 | 0.08% | 3,531 | 10 | 0.3% | $1,897 | 加仓 |
| SMMV | ISHARES TR | $68.36万 | 0.08% | 14,848 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $79.64万 | 0.10% | 3,532 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $80.79万 | 0.10% | 2,291 | -545 | -19.2% | -$19.22万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $84.94万 | 0.10% | 2,700 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $86.75万 | 0.11% | 1,368 | -209 | -13.3% | -$13.25万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $87.72万 | 0.11% | 11,277 | 2,711 | 31.6% | $21.09万 | 加仓 |
| SGOL | ETFS GOLD TR | $89.17万 | 0.11% | 23,325 | -1,688 | -6.7% | -$6.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $100.70万 | 0.12% | 3,581 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $106.02万 | 0.13% | 3,764 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $111.54万 | 0.14% | 3,814 | 656 | 20.8% | $19.19万 | 加仓 |
| MS | MORGAN STANLEY | $122.18万 | 0.15% | 5,845 | 5 | 0.1% | $1,045 | 加仓 |
| ZS | ZSCALER INC | $123.29万 | 0.15% | 8,735 | 1,653 | 23.3% | $23.33万 | 加仓 |
| NOW | SERVICENOW INC | $126.43万 | 0.15% | 12,735 | 2,269 | 21.7% | $22.53万 | 加仓 |
| VICR | VICOR CORP | $142.42万 | 0.17% | 3,750 | -1,250 | -25.0% | -$47.47万 | 减仓 |
| WDAY | WORKDAY INC | $150.99万 | 0.18% | 12,334 | 1,093 | 9.7% | $13.38万 | 加仓 |
| NET | CLOUDFLARE INC | $164.95万 | 0.20% | 6,725 | 745 | 12.5% | $18.27万 | 加仓 |
| SHV | ISHARES TR | $193.32万 | 0.24% | 17,519 | 7,360 | 72.4% | $81.22万 | 加仓 |
| ALL | ALLSTATE CORP | $194.28万 | 0.24% | 8,165 | 13 | 0.2% | $3,093 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $198.98万 | 0.24% | 17,055 | 1,604 | 10.4% | $18.71万 | 加仓 |
| VEEV | VEEVA SYS INC | $202.94万 | 0.25% | 11,435 | 982 | 9.4% | $17.43万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $208.68万 | 0.25% | 5,560 | 546 | 10.9% | $20.49万 | 加仓 |
| GIS | GENERAL MILLS INC | $222.55万 | 0.27% | 63,951 | 6,723 | 11.7% | $23.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $231.66万 | 0.28% | 3,373 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $233.43万 | 0.28% | 28,972 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $258.23万 | 0.31% | 11,694 | 416 | 3.7% | $9.19万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $262.12万 | 0.32% | 11,856 | 11,856 | — | $262.12万 | 新建仓 |
| HON | HONEYWELL INTL INC | $270.50万 | 0.33% | 12,081 | -11,914 | -49.7% | -$266.76万 | 减仓 |
| CLX | CLOROX CO DEL | $272.35万 | 0.33% | 28,536 | 2,045 | 7.7% | $19.52万 | 加仓 |
| MDT | MEDTRONIC PLC | $272.63万 | 0.33% | 34,849 | 2,271 | 7.0% | $17.77万 | 加仓 |
| NKE | NIKE INC | $285.43万 | 0.35% | 69,532 | 69,532 | — | $285.43万 | 新建仓 |
| PFE | PFIZER INC | $297.11万 | 0.36% | 123,384 | 5,306 | 4.5% | $12.78万 | 加仓 |
| PEP | PEPSICO INC | $298.99万 | 0.36% | 22,082 | 416 | 1.9% | $5.63万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $312.02万 | 0.38% | 29,026 | 968 | 3.4% | $10.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $313.19万 | 0.38% | 73,970 | 1,385 | 1.9% | $5.86万 | 加仓 |
| MKC | MCCORMICK & CO INC | $314.01万 | 0.38% | 62,279 | 62,279 | — | $314.01万 | 新建仓 |
| PPL | PPL CORP | $315.20万 | 0.38% | 86,713 | 2,607 | 3.1% | $9.48万 | 加仓 |
| SYY | SYSCO CORP | $321.35万 | 0.39% | 38,448 | 1,524 | 4.1% | $12.74万 | 加仓 |
| TSLA | TESLA INC | $322.35万 | 0.39% | 7,664 | -25 | -0.3% | -$1.05万 | 减仓 |
| SO | SOUTHERN CO | $323.00万 | 0.39% | 33,748 | 934 | 2.8% | $8.94万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $326.14万 | 0.40% | 28,687 | 946 | 3.4% | $10.76万 | 加仓 |
| FTNT | FORTINET INC | $328.16万 | 0.40% | 21,362 | 973 | 4.8% | $14.95万 | 加仓 |
| KVUE | KENVUE INC | $328.91万 | 0.40% | 172,113 | 172,113 | — | $328.91万 | 新建仓 |
| APH | AMPHENOL CORP | $333.14万 | 0.41% | 18,894 | 1,718 | 10.0% | $30.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $337.63万 | 0.41% | 23,024 | 552 | 2.5% | $8.09万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $341.75万 | 0.42% | 59,312 | 1,221 | 2.1% | $7.04万 | 加仓 |
| D | DOMINION ENERGY INC | $341.85万 | 0.42% | 50,059 | 820 | 1.7% | $5.60万 | 加仓 |