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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $6,976.58万 | 8.48% | 793,605 | 33,425 | 4.4% | $293.84万 | 加仓 |
| MOAT | VANECK ETF TRUST | $5,501.98万 | 6.69% | 529,240 | 17,628 | 3.4% | $183.26万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,166.65万 | 6.28% | 1,629,344 | 42,386 | 2.7% | $134.41万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $3,755.61万 | 4.57% | 370,965 | 522 | 0.1% | $5.28万 | 加仓 |
| FLXR | TCW ETF TRUST | $3,222.97万 | 3.92% | 821,976 | 30,815 | 3.9% | $120.83万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,197.45万 | 3.89% | 702,891 | 28,580 | 4.2% | $130.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,960.32万 | 2.38% | 27,114 | -2,049 | -7.0% | -$148.14万 | 减仓 |
| KLAC | KLA CORP | $1,616.50万 | 1.97% | 53,578 | -3,912 | -6.8% | -$118.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,616.19万 | 1.97% | 80,773 | -1,570 | -1.9% | -$31.41万 | 减仓 |
| USMV | ISHARES TR | $1,600.84万 | 1.95% | 165,959 | 1,623 | 1.0% | $15.66万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,473.72万 | 1.79% | 301,590 | 9,224 | 3.2% | $45.07万 | 加仓 |
| GOOGL | ALPHABET INC | $1,399.83万 | 1.70% | 39,170 | -1,048 | -2.6% | -$37.45万 | 减仓 |
| PULS | PGIM ETF TR | $1,394.56万 | 1.70% | 281,445 | 9,963 | 3.7% | $49.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,223.47万 | 1.49% | 32,799 | 1,883 | 6.1% | $70.24万 | 加仓 |
| AMZN | AMAZON COM INC | $1,207.08万 | 1.47% | 50,646 | -283 | -0.6% | -$6.74万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,149.47万 | 1.40% | 24,069 | -1,020 | -4.1% | -$48.71万 | 减仓 |
| AAPL | APPLE INC | $1,087.30万 | 1.32% | 37,576 | -166 | -0.4% | -$4.80万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,032.58万 | 1.26% | 65,340 | 641 | 1.0% | $10.13万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $948.92万 | 1.15% | 310,003 | 13,798 | 4.7% | $42.24万 | 加仓 |
| LLY | ELI LILLY & CO | $888.82万 | 1.08% | 7,410 | -118 | -1.6% | -$14.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $837.99万 | 1.02% | 16,747 | -139 | -0.8% | -$6.96万 | 减仓 |
| ADI | ANALOG DEVICES INC | $833.08万 | 1.01% | 20,975 | -1,371 | -6.1% | -$54.45万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $791.19万 | 0.96% | 162,596 | 1,820 | 1.1% | $8.86万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $772.58万 | 0.94% | 17,829 | -1,118 | -5.9% | -$48.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $749.39万 | 0.91% | 22,894 | -83 | -0.4% | -$2.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $712.58万 | 0.87% | 9,676 | 545 | 6.0% | $40.14万 | 加仓 |
| MRK | MERCK & CO INC | $675.37万 | 0.82% | 52,558 | -279 | -0.5% | -$3.59万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $673.20万 | 0.82% | 119,192 | -981 | -0.8% | -$5.54万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $635.18万 | 0.77% | 17,931 | 168 | 0.9% | $5.95万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $624.47万 | 0.76% | 20,963 | -2,296 | -9.9% | -$68.40万 | 减仓 |
| MCD | MCDONALDS CORP | $621.05万 | 0.76% | 22,975 | 557 | 2.5% | $15.06万 | 加仓 |
| CAT | CATERPILLAR INC | $613.96万 | 0.75% | 5,765 | 295 | 5.4% | $31.42万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $602.99万 | 0.73% | 6,446 | 38 | 0.6% | $3.55万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $600.37万 | 0.73% | 10,335 | -611 | -5.6% | -$35.49万 | 减仓 |
| BA | BOEING CO | $583.12万 | 0.71% | 26,938 | 633 | 2.4% | $13.70万 | 加仓 |
| V | VISA INC | $577.76万 | 0.70% | 16,840 | 214 | 1.3% | $7.34万 | 加仓 |
| AVGO | BROADCOM INC | $556.32万 | 0.68% | 14,727 | 1 | 0.0% | $378 | 加仓 |
| CSCO | CISCO SYS INC | $552.29万 | 0.67% | 47,019 | -1,812 | -3.7% | -$21.28万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $546.72万 | 0.66% | 21,527 | -106 | -0.5% | -$2.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $526.50万 | 0.64% | 10,251 | 262 | 2.6% | $13.46万 | 加仓 |
| ETN | EATON CORP PLC | $516.47万 | 0.63% | 12,120 | 7,254 | 149.1% | $309.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $508.94万 | 0.62% | 6,669 | -91 | -1.3% | -$6.94万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $502.66万 | 0.61% | 58,797 | 4,613 | 8.5% | $39.44万 | 加仓 |
| INTC | INTEL CORP | $497.97万 | 0.61% | 35,663 | -11,293 | -24.1% | -$157.69万 | 减仓 |
| GE | GE AEROSPACE | $497.57万 | 0.61% | 13,314 | 1,933 | 17.0% | $72.24万 | 加仓 |
| ABBV | ABBVIE INC | $493.37万 | 0.60% | 19,606 | 425 | 2.2% | $10.69万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $492.95万 | 0.60% | 53,425 | 2,086 | 4.1% | $19.25万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $486.92万 | 0.59% | 9,712 | 361 | 3.9% | $18.10万 | 加仓 |
| META | META PLATFORMS INC | $475.87万 | 0.58% | 8,448 | 340 | 4.2% | $19.15万 | 加仓 |
| TXN | TEXAS INSTRS INC | $471.01万 | 0.57% | 15,802 | -597 | -3.6% | -$17.79万 | 减仓 |
| — | EXXON MOBIL CORP | $460.92万 | 0.56% | 33,713 | -45 | -0.1% | -$6,152 | 减仓 |
| ANET | ARISTA NETWORKS INC | $458.39万 | 0.56% | 26,983 | -15 | -0.1% | -$2,548 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $451.91万 | 0.55% | 3,269 | -76 | -2.3% | -$10.51万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $405.92万 | 0.49% | 32,972 | 967 | 3.0% | $11.90万 | 加仓 |
| ASML | ASML HLDG NV | $392.37万 | 0.48% | 1,972 | 36 | 1.9% | $7.16万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $389.41万 | 0.47% | 11,419 | 490 | 4.5% | $16.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $387.05万 | 0.47% | 7,597 | -112 | -1.5% | -$5.71万 | 减仓 |
| KO | COCA COLA CO | $386.97万 | 0.47% | 47,615 | 181 | 0.4% | $1.47万 | 加仓 |
| LIN | LINDE PLC | $384.02万 | 0.47% | 7,400 | 7,400 | — | $384.02万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $378.46万 | 0.46% | 9,293 | 1,480 | 18.9% | $60.27万 | 加仓 |
| MO | ALTRIA GROUP INC | $374.68万 | 0.46% | 52,075 | 261 | 0.5% | $1.88万 | 加仓 |
| ADSK | AUTODESK INC | $367.84万 | 0.45% | 18,920 | 876 | 4.9% | $17.03万 | 加仓 |
| AMGN | AMGEN INC | $360.38万 | 0.44% | 9,952 | 188 | 1.9% | $6.81万 | 加仓 |
| VGT | VANGUARD WORLD FD | $349.48万 | 0.42% | 29,240 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $347.97万 | 0.42% | 20,992 | 325 | 1.6% | $5.39万 | 加仓 |
| D | DOMINION ENERGY INC | $341.85万 | 0.42% | 50,059 | 820 | 1.7% | $5.60万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $341.75万 | 0.42% | 59,312 | 1,221 | 2.1% | $7.04万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $337.63万 | 0.41% | 23,024 | 552 | 2.5% | $8.09万 | 加仓 |
| APH | AMPHENOL CORP | $333.14万 | 0.41% | 18,894 | 1,718 | 10.0% | $30.29万 | 加仓 |
| KVUE | KENVUE INC | $328.91万 | 0.40% | 172,113 | 172,113 | — | $328.91万 | 新建仓 |
| FTNT | FORTINET INC | $328.16万 | 0.40% | 21,362 | 973 | 4.8% | $14.95万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $326.14万 | 0.40% | 28,687 | 946 | 3.4% | $10.76万 | 加仓 |
| SO | SOUTHERN CO | $323.00万 | 0.39% | 33,748 | 934 | 2.8% | $8.94万 | 加仓 |
| TSLA | TESLA INC | $322.35万 | 0.39% | 7,664 | -25 | -0.3% | -$1.05万 | 减仓 |
| SYY | SYSCO CORP | $321.35万 | 0.39% | 38,448 | 1,524 | 4.1% | $12.74万 | 加仓 |
| PPL | PPL CORP | $315.20万 | 0.38% | 86,713 | 2,607 | 3.1% | $9.48万 | 加仓 |
| MKC | MCCORMICK & CO INC | $314.01万 | 0.38% | 62,279 | 62,279 | — | $314.01万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $313.19万 | 0.38% | 73,970 | 1,385 | 1.9% | $5.86万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $312.02万 | 0.38% | 29,026 | 968 | 3.4% | $10.41万 | 加仓 |
| PEP | PEPSICO INC | $298.99万 | 0.36% | 22,082 | 416 | 1.9% | $5.63万 | 加仓 |
| PFE | PFIZER INC | $297.11万 | 0.36% | 123,384 | 5,306 | 4.5% | $12.78万 | 加仓 |
| NKE | NIKE INC | $285.43万 | 0.35% | 69,532 | 69,532 | — | $285.43万 | 新建仓 |
| MDT | MEDTRONIC PLC | $272.63万 | 0.33% | 34,849 | 2,271 | 7.0% | $17.77万 | 加仓 |
| CLX | CLOROX CO DEL | $272.35万 | 0.33% | 28,536 | 2,045 | 7.7% | $19.52万 | 加仓 |
| HON | HONEYWELL INTL INC | $270.50万 | 0.33% | 12,081 | -11,914 | -49.7% | -$266.76万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $262.12万 | 0.32% | 11,856 | 11,856 | — | $262.12万 | 新建仓 |
| CME | CME GROUP INC | $258.23万 | 0.31% | 11,694 | 416 | 3.7% | $9.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $233.43万 | 0.28% | 28,972 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $231.66万 | 0.28% | 3,373 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $222.55万 | 0.27% | 63,951 | 6,723 | 11.7% | $23.40万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $208.68万 | 0.25% | 5,560 | 546 | 10.9% | $20.49万 | 加仓 |
| VEEV | VEEVA SYS INC | $202.94万 | 0.25% | 11,435 | 982 | 9.4% | $17.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $198.98万 | 0.24% | 17,055 | 1,604 | 10.4% | $18.71万 | 加仓 |
| ALL | ALLSTATE CORP | $194.28万 | 0.24% | 8,165 | 13 | 0.2% | $3,093 | 加仓 |
| SHV | ISHARES TR | $193.32万 | 0.24% | 17,519 | 7,360 | 72.4% | $81.22万 | 加仓 |
| NET | CLOUDFLARE INC | $164.95万 | 0.20% | 6,725 | 745 | 12.5% | $18.27万 | 加仓 |
| WDAY | WORKDAY INC | $150.99万 | 0.18% | 12,334 | 1,093 | 9.7% | $13.38万 | 加仓 |
| VICR | VICOR CORP | $142.42万 | 0.17% | 3,750 | -1,250 | -25.0% | -$47.47万 | 减仓 |
| NOW | SERVICENOW INC | $126.43万 | 0.15% | 12,735 | 2,269 | 21.7% | $22.53万 | 加仓 |
| ZS | ZSCALER INC | $123.29万 | 0.15% | 8,735 | 1,653 | 23.3% | $23.33万 | 加仓 |