13F 机构持仓

Leelyn Smith, LLC

GENEVA IL · SEC CIK 0001777817

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MGK 7.8%
MOAT 6.9%
SCHD 6.8%
FLXR 4.4%
FBND 4.3%
JSMD 4.1%
USMV 2.1%
NVDA 2.0%
VNLA 2.0%
PULS 1.9%

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
MS MORGAN STANLEY $96.12万0.13%5,840 1,53635.7% $25.28万 加仓
HD HOME DEPOT INC $93.29万0.13%2,836 1214.5% $3.98万 加仓
DE DEERE & CO $88.86万0.12%1,577 40.3% $2,254 加仓
T AT&T INC $88.07万0.12%30,380 1,0053.4% $2.91万 加仓
IBM INTERNATIONAL BUSINESS MACHS $86.80万0.12%3,581 -9-0.3% -$2,181 减仓
WMT WALMART INC $86.02万0.12%6,922 2083.1% $2.58万 加仓
MPC MARATHON PETE CORP $82.66万0.12%3,385 130.4% $3,174 加仓
VICR VICOR CORP $80.50万0.11%5,000 5,000— $80.50万 新建仓
VDC VANGUARD WORLD FD $79.33万0.11%3,532 00.0% — 不变
NSC NORFOLK SOUTHN CORP $77.49万0.11%2,700 00.0% — 不变
RTX RTX CORPORATION $67.92万0.10%3,521 180.5% $3,472 加仓
SMMV ISHARES TR $64.76万0.09%14,848 -1,721-10.4% -$7.51万 减仓
TEAM ATLASSIAN CORPORATION $58.46万0.08%8,566 1,00413.3% $6.85万 加仓
HTAB HARTFORD FDS EXCHANGE TRADED $55.95万0.08%29,448 7982.8% $1.52万 加仓
NEE NEXTERA ENERGY INC $51.14万0.07%5,506 -56-1.0% -$5,201 减仓
COF CAPITAL ONE FINL CORP $50.09万0.07%2,746 1,622144.3% $29.59万 加仓
ADBE ADOBE INC $49.88万0.07%2,052 -10,770-84.0% -$261.80万 减仓
JAAA JANUS DETROIT STR TR $48.45万0.07%9,619 8379.5% $4.22万 加仓
DGRW WISDOMTREE TR $47.45万0.07%5,402 00.0% — 不变
FBT FIRST TR EXCHANGE-TRADED FD $46.15万0.06%2,298 2,298— $46.15万 新建仓
GOOG ALPHABET INC $43.08万0.06%1,502 1118.0% $3.18万 加仓
MISL FIRST TR EXCHANGE-TRADED FD $42.69万0.06%9,548 9,548— $42.69万 新建仓
NOC NORTHROP GRUMMAN CORP $39.92万0.06%585 00.0% — 不变
WM WASTE MGMT INC DEL $38.00万0.05%1,654 10.1% $230 加仓
MSI MOTOROLA SOLUTIONS INC $37.58万0.05%866 455.5% $1.95万 加仓
FTXL FIRST TR EXCHANGE TRADED FD $37.21万0.05%2,523 2,523— $37.21万 新建仓
ITW ILLINOIS TOOL WKS INC $35.97万0.05%1,382 90.7% $2,343 加仓
VEA VANGUARD TAX-MANAGED FDS $35.47万0.05%5,535 2945.6% $1.88万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $35.39万0.05%1,512 1148.2% $2.67万 加仓
MINT PIMCO ETF TR $34.82万0.05%3,462 -1,261-26.7% -$12.68万 减仓
TT TRANE TECHNOLOGIES PLC $34.26万0.05%822 00.0% — 不变
— VANECK ETF TRUST $33.84万0.05%9,908 3453.6% $1.18万 加仓
NN NEXTNAV INC $32.61万0.05%20,358 00.0% — 不变
SFLR INNOVATOR ETFS TRUST $29.62万0.04%8,364 -420-4.8% -$1.49万 减仓
COP CONOCOPHILLIPS $29.12万0.04%2,206 -42-1.9% -$5,545 减仓
MUB ISHARES TR $27.79万0.04%2,618 2,618— $27.79万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $26.40万0.04%406 00.0% — 不变
PLD PROLOGIS INC. $26.24万0.04%1,985 140.7% $1,851 加仓
— CALAMOS ETF TR $26.08万0.04%9,578 00.0% — 不变
— CALAMOS ETF TR $26.08万0.04%9,813 00.0% — 不变
JLL JONES LANG LASALLE INC $25.84万0.04%849 00.0% — 不变
VTI VANGUARD INDEX FDS $25.21万0.04%786 212.7% $6,734 加仓
CB CHUBB LTD SWITZ $25.10万0.04%770 00.0% — 不变
DUK DUKE ENERGY CORP NEW $24.58万0.03%1,877 422.3% $5,501 加仓
EMR EMERSON ELEC CO $24.20万0.03%1,847 00.0% — 不变
GEV GE VERNOVA INC $24.14万0.03%277 277— $24.14万 新建仓
WFC WELLS FARGO & CO $23.01万0.03%2,890 -160-5.2% -$1.27万 减仓
ADP AUTOMATIC DATA PROCESSING IN $22.94万0.03%1,129 35946.6% $7.30万 重新持有
IJH ISHARES TR $22.60万0.03%3,347 -1,044-23.8% -$7.05万 减仓
GLW CORNING INC $21.88万0.03%1,609 1,609— $21.88万 新建仓
SHW SHERWIN WILLIAMS CO $21.55万0.03%672 243.7% $7,697 加仓
BP BP PLC $21.41万0.03%4,556 4,556— $21.41万 新建仓
AHR AMERICAN HEALTHCARE REIT INC $20.99万0.03%4,450 00.0% — 不变
MTUM ISHARES TR $20.23万0.03%843 -105-11.1% -$2.52万 减仓
ACN ACCENTURE PLC IRELAND $00.00%0 -15,183-100.0% -$407.36万 清仓
ORCL ORACLE CORP $00.00%0 -16,108-100.0% -$313.97万 清仓
FXO FIRST TR EXCHANGE TRADED FD $00.00%0 -7,547-100.0% -$45.55万 清仓
FXU FIRST TR EXCHANGE TRADED FD $00.00%0 -9,238-100.0% -$41.58万 清仓
QTEC FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,653-100.0% -$38.05万 清仓
IVE ISHARES TR $00.00%0 -1,152-100.0% -$24.43万 清仓
ABT ABBOTT LABS $00.00%0 -1,857-100.0% -$23.27万 清仓
VUG VANGUARD INDEX FDS $00.00%0 —— — 申报中断