Leelyn Smith, LLC
GENEVA IL · SEC CIK 0001777817
$7.13亿2026Q1 申报市值
154持仓数
42.4%前十大占比 · 第一大 7.8%
11 / 7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
JEPI 加仓+$556.22万
CAT 新建仓+$387.53万
SPGI 新建仓+$332.32万
MGK 加仓+$322.25万
GE 加仓+$302.36万
2026Q1 卖出最多 按季末市值估算
ACN 清仓-$407.36万
ORCL 清仓-$313.97万
ADBE 减仓-$261.80万
AMZN 减仓-$145.29万
PULS 减仓-$111.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $331.56万 | 0.46% | 118,078 | 6,168 | 5.5% | $17.32万 | 加仓 |
| SPGI | S&P GLOBAL INC | $332.32万 | 0.47% | 7,813 | 7,813 | — | $332.32万 | 新建仓 |
| CME | CME GROUP INC | $333.10万 | 0.47% | 11,278 | 194 | 1.8% | $5.73万 | 加仓 |
| PEP | PEPSICO INC | $336.45万 | 0.47% | 21,666 | 1,139 | 5.5% | $17.69万 | 加仓 |
| MO | ALTRIA GROUP INC | $341.92万 | 0.48% | 51,814 | 1,819 | 3.6% | $12.00万 | 加仓 |
| AMGN | AMGEN INC | $343.56万 | 0.48% | 9,764 | 224 | 2.3% | $7.88万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $352.32万 | 0.49% | 58,091 | 457 | 0.8% | $2.77万 | 加仓 |
| KO | COCA COLA CO | $360.74万 | 0.51% | 47,434 | 2,467 | 5.5% | $18.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $364.38万 | 0.51% | 72,585 | 3,250 | 4.7% | $16.32万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $365.73万 | 0.51% | 3,345 | -74 | -2.2% | -$8.09万 | 减仓 |
| ZTS | ZOETIS INC | $372.63万 | 0.52% | 31,522 | 3,501 | 12.5% | $41.39万 | 加仓 |
| CSCO | CISCO SYS INC | $378.88万 | 0.53% | 48,831 | 1,351 | 2.8% | $10.48万 | 加仓 |
| CAT | CATERPILLAR INC | $387.53万 | 0.54% | 5,470 | 5,470 | — | $387.53万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $404.83万 | 0.57% | 18,947 | -363 | -1.9% | -$7.76万 | 减仓 |
| ABBV | ABBVIE INC | $417.16万 | 0.59% | 19,181 | 587 | 3.2% | $12.77万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $417.30万 | 0.59% | 58,625 | 4,704 | 8.7% | $33.48万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $417.81万 | 0.59% | 54,184 | 6,422 | 13.4% | $49.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $427.60万 | 0.60% | 20,667 | 313 | 1.5% | $6.48万 | 加仓 |
| ADSK | AUTODESK INC | $431.97万 | 0.61% | 18,044 | 1,375 | 8.2% | $32.92万 | 加仓 |
| AVGO | BROADCOM INC | $455.80万 | 0.64% | 14,726 | 1,116 | 8.2% | $34.54万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $459.61万 | 0.64% | 9,351 | 475 | 5.4% | $23.35万 | 加仓 |
| META | META PLATFORMS INC | $463.86万 | 0.65% | 8,108 | 571 | 7.6% | $32.67万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $465.94万 | 0.65% | 7,709 | 149 | 2.0% | $9.01万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $482.48万 | 0.68% | 51,339 | 3,555 | 7.4% | $33.41万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $499.09万 | 0.70% | 9,989 | 464 | 4.9% | $23.18万 | 加仓 |
| V | VISA INC | $502.50万 | 0.70% | 16,626 | 876 | 5.6% | $26.48万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $503.38万 | 0.71% | 32,005 | 1,559 | 5.1% | $24.52万 | 加仓 |
| BA | BOEING CO | $523.54万 | 0.73% | 26,305 | 1,021 | 4.0% | $20.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $527.05万 | 0.74% | 9,131 | -231 | -2.5% | -$13.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $528.80万 | 0.74% | 21,633 | -91 | -0.4% | -$2.22万 | 减仓 |
| — | HONEYWELL INTL INC | $542.36万 | 0.76% | 23,995 | 882 | 3.8% | $19.94万 | 加仓 |
| — | EXXON MOBIL CORP | $572.74万 | 0.80% | 33,758 | 258 | 0.8% | $4.38万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $609.68万 | 0.86% | 17,763 | 412 | 2.4% | $14.14万 | 加仓 |
| MRK | MERCK & CO INC | $635.58万 | 0.89% | 52,837 | 328 | 0.6% | $3.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $638.55万 | 0.90% | 6,408 | 140 | 2.2% | $13.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $675.90万 | 0.95% | 22,977 | 1,441 | 6.7% | $42.39万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $681.14万 | 0.96% | 120,173 | 98,133 | 445.2% | $556.22万 | 加仓 |
| LLY | ELI LILLY & CO | $692.41万 | 0.97% | 7,528 | -24 | -0.3% | -$2.21万 | 减仓 |
| MCD | MCDONALDS CORP | $696.74万 | 0.98% | 22,418 | 748 | 3.5% | $23.25万 | 加仓 |
| ADI | ANALOG DEVICES INC | $710.91万 | 1.00% | 22,346 | -549 | -2.4% | -$17.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $809.15万 | 1.13% | 16,886 | -55 | -0.3% | -$2.64万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $816.74万 | 1.15% | 160,776 | 3,517 | 2.2% | $17.87万 | 加仓 |
| KLAC | KLA CORP | $846.51万 | 1.19% | 5,749 | -169 | -2.9% | -$24.88万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $847.90万 | 1.19% | 25,089 | -538 | -2.1% | -$18.18万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $875.88万 | 1.23% | 176,553 | 7,757 | 4.6% | $38.48万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $893.06万 | 1.25% | 296,205 | 38,723 | 15.0% | $116.75万 | 加仓 |
| AAPL | APPLE INC | $957.86万 | 1.34% | 37,742 | 1,202 | 3.3% | $30.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $958.19万 | 1.34% | 64,699 | 1,744 | 2.8% | $25.83万 | 加仓 |
| AMAT | APPLIED MATLS INC | $996.76万 | 1.40% | 29,163 | -966 | -3.2% | -$33.02万 | 减仓 |
| AMZN | AMAZON COM INC | $1,060.69万 | 1.49% | 50,929 | -6,976 | -12.0% | -$145.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,144.42万 | 1.60% | 30,916 | 2,227 | 7.8% | $82.44万 | 加仓 |
| GOOGL | ALPHABET INC | $1,156.52万 | 1.62% | 40,218 | 2,394 | 6.3% | $68.84万 | 加仓 |
| PULS | PGIM ETF TR | $1,343.83万 | 1.88% | 271,482 | -22,604 | -7.7% | -$111.89万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $1,428.50万 | 2.00% | 292,366 | -19,273 | -6.2% | -$94.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,436.06万 | 2.01% | 82,343 | -923 | -1.1% | -$16.10万 | 减仓 |
| USMV | ISHARES TR | $1,524.05万 | 2.14% | 164,336 | 7,231 | 4.6% | $67.06万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $2,939.46万 | 4.12% | 370,443 | 8,998 | 2.5% | $71.40万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,076.21万 | 4.31% | 674,311 | 46,840 | 7.5% | $213.68万 | 加仓 |
| FLXR | TCW ETF TRUST | $3,106.89万 | 4.36% | 791,161 | 53,635 | 7.3% | $210.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,868.79万 | 6.83% | 1,586,958 | 43,719 | 2.8% | $134.13万 | 加仓 |
| MOAT | VANECK ETF TRUST | $4,947.29万 | 6.94% | 511,612 | 20,186 | 4.1% | $195.20万 | 加仓 |
| MGK | VANGUARD WORLD FD | $5,586.42万 | 7.83% | 152,036 | 8,770 | 6.1% | $322.25万 | 加仓 |