Leverty Financial Group, LLC
HUDSON WI · SEC CIK 0001908386
$4.52亿2026Q1 申报市值
44持仓数
92.2%前十大占比 · 第一大 37.2%
4 / 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
JPST 新建仓+$2,615.73万
IVV 加仓+$405.51万
SCHX 加仓+$317.87万
CGCB 加仓+$274.65万
JMST 加仓+$239.86万
2026Q1 卖出最多 按季末市值估算
TAFM 减仓-$91.29万
HIMU 清仓-$43.58万
BITB 清仓-$31.19万
BSX 清仓-$28.63万
SPY 减仓-$27.83万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -8,952 | -100.0% | -$43.58万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,558 | -100.0% | -$31.19万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,003 | -100.0% | -$28.63万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,088 | -100.0% | -$26.33万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,014 | -100.0% | -$23.41万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -517 | -100.0% | -$20.49万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$9.94万 | 清仓 |
| — | ROCKY MTN CHOCOLATE FACTORY | $9.08万 | 0.02% | 40,371 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $11.44万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTIL TR | $18.92万 | 0.04% | 31,267 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $20.94万 | 0.05% | 491 | 491 | — | $20.94万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $22.32万 | 0.05% | 1,704 | 1,704 | — | $22.32万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $22.55万 | 0.05% | 7,520 | 7,520 | — | $22.55万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $23.67万 | 0.05% | 4,176 | -215 | -4.9% | -$1.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $24.53万 | 0.05% | 425 | 7 | 1.7% | $4,040 | 加仓 |
| — | EXXON MOBIL CORP | $28.51万 | 0.06% | 1,681 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $29.80万 | 0.07% | 5,974 | 773 | 14.9% | $3.86万 | 加仓 |
| ESGU | ISHARES TR | $30.28万 | 0.07% | 2,141 | -411 | -16.1% | -$5.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $31.59万 | 0.07% | 853 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $32.24万 | 0.07% | 4,058 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $32.35万 | 0.07% | 2,106 | -331 | -13.6% | -$5.08万 | 减仓 |
| SOLV | SOLVENTUM CORP | $32.94万 | 0.07% | 5,044 | 1,014 | 25.2% | $6.62万 | 加仓 |
| ESGD | ISHARES TR | $36.22万 | 0.08% | 3,788 | 555 | 17.2% | $5.31万 | 加仓 |
| NUDM | NUSHARES ETF TR | $37.28万 | 0.08% | 10,323 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $37.95万 | 0.08% | 1,184 | -96 | -7.5% | -$3.08万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $43.70万 | 0.10% | 5,710 | -657 | -10.3% | -$5.03万 | 减仓 |
| CAT | CATERPILLAR INC | $47.44万 | 0.10% | 670 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $50.00万 | 0.11% | 1,970 | 632 | 47.2% | $16.04万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $50.47万 | 0.11% | 17,357 | -600 | -3.3% | -$1.74万 | 减仓 |
| TSLA | TESLA INC | $55.84万 | 0.12% | 1,502 | 5 | 0.3% | $1,859 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $65.71万 | 0.15% | 14,703 | -79 | -0.5% | -$3,531 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $75.09万 | 0.17% | 24,254 | 1,501 | 6.6% | $4.65万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $96.41万 | 0.21% | 21,120 | 486 | 2.4% | $2.22万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $142.11万 | 0.31% | 56,182 | -36,092 | -39.1% | -$91.29万 | 减仓 |
| IJR | ISHARES TR | $156.81万 | 0.35% | 12,615 | -2,119 | -14.4% | -$26.34万 | 减仓 |
| ECL | ECOLAB INC | $187.17万 | 0.41% | 7,036 | -14 | -0.2% | -$3,724 | 减仓 |
| MMM | 3M CO | $277.74万 | 0.61% | 19,124 | 197 | 1.0% | $2.86万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $385.61万 | 0.85% | 75,640 | 47,049 | 164.6% | $239.86万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $391.41万 | 0.87% | 144,166 | 72,012 | 99.8% | $195.51万 | 加仓 |
| EFA | ISHARES TR | $460.46万 | 1.02% | 47,407 | -322 | -0.7% | -$3.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $551.62万 | 1.22% | 8,482 | -428 | -4.8% | -$27.83万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $748.18万 | 1.66% | 302,295 | 4,890 | 1.6% | $12.10万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,220.28万 | 2.70% | 244,105 | 16,144 | 7.1% | $80.70万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,442.27万 | 3.19% | 562,509 | 123,973 | 28.3% | $317.87万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $2,435.90万 | 5.39% | 339,216 | 17,111 | 5.3% | $122.87万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,615.73万 | 5.79% | 516,840 | 516,840 | — | $2,615.73万 | 新建仓 |
| IEMG | ISHARES INC | $3,051.92万 | 6.75% | 437,551 | 3,679 | 0.8% | $25.66万 | 加仓 |
| IJH | ISHARES TR | $3,352.59万 | 7.42% | 496,459 | 8,941 | 1.8% | $60.38万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $4,428.82万 | 9.80% | 1,686,527 | 104,590 | 6.6% | $274.65万 | 加仓 |
| IEFA | ISHARES TR | $5,554.37万 | 12.29% | 613,539 | 11,527 | 1.9% | $104.35万 | 加仓 |
| IVV | ISHARES TR | $1.68亿 | 37.23% | 257,635 | 6,208 | 2.5% | $405.51万 | 加仓 |