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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -15,183 | -100.0% | -$407.36万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -16,108 | -100.0% | -$313.97万 | 清仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -7,547 | -100.0% | -$45.55万 | 清仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -9,238 | -100.0% | -$41.58万 | 清仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,653 | -100.0% | -$38.05万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,152 | -100.0% | -$24.43万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,857 | -100.0% | -$23.27万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTUM | ISHARES TR | $20.23万 | 0.03% | 843 | -105 | -11.1% | -$2.52万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $20.99万 | 0.03% | 4,450 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $21.41万 | 0.03% | 4,556 | 4,556 | — | $21.41万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $21.55万 | 0.03% | 672 | 24 | 3.7% | $7,697 | 加仓 |
| GLW | CORNING INC | $21.88万 | 0.03% | 1,609 | 1,609 | — | $21.88万 | 新建仓 |
| IJH | ISHARES TR | $22.60万 | 0.03% | 3,347 | -1,044 | -23.8% | -$7.05万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.94万 | 0.03% | 1,129 | 359 | 46.6% | $7.30万 | 重新持有 |
| WFC | WELLS FARGO & CO | $23.01万 | 0.03% | 2,890 | -160 | -5.2% | -$1.27万 | 减仓 |
| GEV | GE VERNOVA INC | $24.14万 | 0.03% | 277 | 277 | — | $24.14万 | 新建仓 |
| EMR | EMERSON ELEC CO | $24.20万 | 0.03% | 1,847 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $24.58万 | 0.03% | 1,877 | 42 | 2.3% | $5,501 | 加仓 |
| CB | CHUBB LTD SWITZ | $25.10万 | 0.04% | 770 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $25.21万 | 0.04% | 786 | 21 | 2.7% | $6,734 | 加仓 |
| JLL | JONES LANG LASALLE INC | $25.84万 | 0.04% | 849 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $26.08万 | 0.04% | 9,813 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $26.08万 | 0.04% | 9,578 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $26.24万 | 0.04% | 1,985 | 14 | 0.7% | $1,851 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.40万 | 0.04% | 406 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $27.79万 | 0.04% | 2,618 | 2,618 | — | $27.79万 | 新建仓 |
| COP | CONOCOPHILLIPS | $29.12万 | 0.04% | 2,206 | -42 | -1.9% | -$5,545 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $29.62万 | 0.04% | 8,364 | -420 | -4.8% | -$1.49万 | 减仓 |
| NN | NEXTNAV INC | $32.61万 | 0.05% | 20,358 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $33.84万 | 0.05% | 9,908 | 345 | 3.6% | $1.18万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.26万 | 0.05% | 822 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $34.82万 | 0.05% | 3,462 | -1,261 | -26.7% | -$12.68万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $35.39万 | 0.05% | 1,512 | 114 | 8.2% | $2.67万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.47万 | 0.05% | 5,535 | 294 | 5.6% | $1.88万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.97万 | 0.05% | 1,382 | 9 | 0.7% | $2,343 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $37.21万 | 0.05% | 2,523 | 2,523 | — | $37.21万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $37.58万 | 0.05% | 866 | 45 | 5.5% | $1.95万 | 加仓 |
| WM | WASTE MGMT INC DEL | $38.00万 | 0.05% | 1,654 | 1 | 0.1% | $230 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $39.92万 | 0.06% | 585 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $42.69万 | 0.06% | 9,548 | 9,548 | — | $42.69万 | 新建仓 |
| GOOG | ALPHABET INC | $43.08万 | 0.06% | 1,502 | 111 | 8.0% | $3.18万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $46.15万 | 0.06% | 2,298 | 2,298 | — | $46.15万 | 新建仓 |
| DGRW | WISDOMTREE TR | $47.45万 | 0.07% | 5,402 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $48.45万 | 0.07% | 9,619 | 837 | 9.5% | $4.22万 | 加仓 |
| ADBE | ADOBE INC | $49.88万 | 0.07% | 2,052 | -10,770 | -84.0% | -$261.80万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $50.09万 | 0.07% | 2,746 | 1,622 | 144.3% | $29.59万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $51.14万 | 0.07% | 5,506 | -56 | -1.0% | -$5,201 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $55.95万 | 0.08% | 29,448 | 798 | 2.8% | $1.52万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $58.46万 | 0.08% | 8,566 | 1,004 | 13.3% | $6.85万 | 加仓 |
| SMMV | ISHARES TR | $64.76万 | 0.09% | 14,848 | -1,721 | -10.4% | -$7.51万 | 减仓 |
| RTX | RTX CORPORATION | $67.92万 | 0.10% | 3,521 | 18 | 0.5% | $3,472 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $77.49万 | 0.11% | 2,700 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $79.33万 | 0.11% | 3,532 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $80.50万 | 0.11% | 5,000 | 5,000 | — | $80.50万 | 新建仓 |
| MPC | MARATHON PETE CORP | $82.66万 | 0.12% | 3,385 | 13 | 0.4% | $3,174 | 加仓 |
| WMT | WALMART INC | $86.02万 | 0.12% | 6,922 | 208 | 3.1% | $2.58万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $86.80万 | 0.12% | 3,581 | -9 | -0.3% | -$2,181 | 减仓 |
| T | AT&T INC | $88.07万 | 0.12% | 30,380 | 1,005 | 3.4% | $2.91万 | 加仓 |
| DE | DEERE & CO | $88.86万 | 0.12% | 1,577 | 4 | 0.3% | $2,254 | 加仓 |
| HD | HOME DEPOT INC | $93.29万 | 0.13% | 2,836 | 121 | 4.5% | $3.98万 | 加仓 |
| MS | MORGAN STANLEY | $96.12万 | 0.13% | 5,840 | 1,536 | 35.7% | $25.28万 | 加仓 |
| ZS | ZSCALER INC | $99.35万 | 0.14% | 7,082 | 387 | 5.8% | $5.43万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $108.12万 | 0.15% | 3,158 | 182 | 6.1% | $6.23万 | 加仓 |
| NOW | SERVICENOW INC | $109.42万 | 0.15% | 10,466 | -3,878 | -27.0% | -$40.54万 | 减仓 |
| SGOL | ETFS GOLD TR | $111.61万 | 0.16% | 25,013 | 7,884 | 46.0% | $35.18万 | 加仓 |
| SHV | ISHARES TR | $112.15万 | 0.16% | 10,159 | 3,089 | 43.7% | $34.10万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $113.23万 | 0.16% | 3,764 | 614 | 19.5% | $18.47万 | 加仓 |
| NET | CLOUDFLARE INC | $123.39万 | 0.17% | 5,980 | 5,980 | — | $123.39万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $139.32万 | 0.20% | 5,014 | 271 | 5.7% | $7.53万 | 加仓 |
| WDAY | WORKDAY INC | $146.04万 | 0.20% | 11,241 | 1,382 | 14.0% | $17.95万 | 加仓 |
| FTNT | FORTINET INC | $166.62万 | 0.23% | 20,389 | 789 | 4.0% | $6.45万 | 加仓 |
| ALL | ALLSTATE CORP | $169.02万 | 0.24% | 8,152 | -200 | -2.4% | -$4.15万 | 减仓 |
| ETN | EATON CORP PLC | $174.06万 | 0.24% | 4,866 | 1 | 0.0% | $358 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $175.21万 | 0.25% | 10,929 | 333 | 3.1% | $5.34万 | 加仓 |
| VEEV | VEEVA SYS INC | $183.62万 | 0.26% | 10,453 | 848 | 8.8% | $14.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $201.55万 | 0.28% | 3,373 | 3 | 0.1% | $1,793 | 加仓 |
| INTC | INTEL CORP | $207.22万 | 0.29% | 46,956 | 1,507 | 3.3% | $6.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $208.00万 | 0.29% | 7,243 | -26 | -0.4% | -$7,467 | 减仓 |
| GIS | GENERAL MILLS INC | $213.00万 | 0.30% | 57,228 | 5,867 | 11.4% | $21.84万 | 加仓 |
| APH | AMPHENOL CORP | $217.02万 | 0.30% | 17,176 | 2,283 | 15.3% | $28.85万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $222.67万 | 0.31% | 10,946 | 165 | 1.5% | $3.36万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $226.02万 | 0.32% | 15,451 | 3,553 | 29.9% | $51.97万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $230.38万 | 0.32% | 23,259 | 582 | 2.6% | $5.76万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $250.05万 | 0.35% | 27,741 | 1,871 | 7.2% | $16.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $255.02万 | 0.36% | 3,655 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $255.74万 | 0.36% | 1,936 | 5 | 0.3% | $6,605 | 加仓 |
| SYY | SYSCO CORP | $263.38万 | 0.37% | 36,924 | 1,293 | 3.6% | $9.22万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $263.92万 | 0.37% | 6,760 | 159 | 2.4% | $6.21万 | 加仓 |
| CLX | CLOROX CO DEL | $274.53万 | 0.39% | 26,491 | 1,150 | 4.5% | $11.92万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $276.03万 | 0.39% | 28,058 | 2,564 | 10.1% | $25.22万 | 加仓 |
| MDT | MEDTRONIC PLC | $282.28万 | 0.40% | 32,578 | 1,346 | 4.3% | $11.66万 | 加仓 |
| TSLA | TESLA INC | $285.84万 | 0.40% | 7,689 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $304.39万 | 0.43% | 49,239 | 1,923 | 4.1% | $11.89万 | 加仓 |
| SO | SOUTHERN CO | $316.72万 | 0.44% | 32,814 | 1,144 | 3.6% | $11.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $318.37万 | 0.45% | 16,399 | 1,360 | 9.0% | $26.40万 | 加仓 |
| PPL | PPL CORP | $321.28万 | 0.45% | 84,106 | 2,602 | 3.2% | $9.94万 | 加仓 |
| GE | GE AEROSPACE | $322.97万 | 0.45% | 11,381 | 10,655 | 1,467.6% | $302.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $324.58万 | 0.46% | 22,472 | 2,082 | 10.2% | $30.07万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $331.48万 | 0.46% | 26,998 | 85 | 0.3% | $1.04万 | 加仓 |