Leverty Financial Group, LLC
HUDSON WI · SEC CIK 0001908386
$5.14亿2026Q2 申报市值
49持仓数
90.4%前十大占比 · 第一大 37.6%
7 / 4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
JPIE 新建仓+$1,033.01万
IEFA 加仓+$194.16万
IJH 加仓+$121.44万
JMST 加仓+$119.06万
CGMU 加仓+$64.11万
2026Q2 卖出最多 按季末市值估算
CGCB 减仓-$161.59万
JMUB 减仓-$100.38万
JPST 减仓-$62.80万
HWKN 清仓-$32.35万
JEPI 清仓-$23.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.93亿 | 37.60% | 258,159 | 524 | 0.2% | $39.24万 | 加仓 |
| IEFA | ISHARES TR | $6,119.73万 | 11.90% | 633,643 | 20,104 | 3.3% | $194.16万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $4,253.74万 | 8.27% | 1,624,806 | -61,721 | -3.7% | -$161.59万 | 减仓 |
| IJH | ISHARES TR | $3,949.63万 | 7.68% | 512,208 | 15,749 | 3.2% | $121.44万 | 加仓 |
| IEMG | ISHARES INC | $3,624.15万 | 7.05% | 437,488 | -63 | -0.0% | -$5,219 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $2,776.39万 | 5.40% | 345,623 | 6,407 | 1.9% | $51.47万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,550.86万 | 4.96% | 504,422 | -12,418 | -2.4% | -$62.80万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,696.78万 | 3.30% | 576,547 | 14,038 | 2.5% | $41.31万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,136.13万 | 2.21% | 224,288 | -19,817 | -8.1% | -$100.38万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,033.01万 | 2.01% | 224,324 | 224,324 | — | $1,033.01万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $843.69万 | 1.64% | 304,582 | 2,287 | 0.8% | $6.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $622.81万 | 1.21% | 8,340 | -142 | -1.7% | -$10.60万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $504.83万 | 0.98% | 98,985 | 23,345 | 30.9% | $119.06万 | 加仓 |
| EFA | ISHARES TR | $487.92万 | 0.95% | 46,970 | -437 | -0.9% | -$4.54万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $460.13万 | 0.89% | 167,503 | 23,337 | 16.2% | $64.11万 | 加仓 |
| MMM | 3M CO | $303.65万 | 0.59% | 18,754 | -370 | -1.9% | -$5.99万 | 减仓 |
| ECL | ECOLAB INC | $211.63万 | 0.41% | 7,596 | 560 | 8.0% | $15.60万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $192.90万 | 0.38% | 75,118 | 18,936 | 33.7% | $48.63万 | 加仓 |
| IJR | ISHARES TR | $183.28万 | 0.36% | 12,358 | -257 | -2.0% | -$3.81万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $88.27万 | 0.17% | 17,518 | -3,602 | -17.1% | -$18.15万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $79.42万 | 0.15% | 21,540 | -2,714 | -11.2% | -$10.01万 | 减仓 |
| CAT | CATERPILLAR INC | $71.30万 | 0.14% | 670 | 0 | 0.0% | — | 不变 |
| MODL | VICTORY PORTFOLIOS II | $66.90万 | 0.13% | 13,126 | -1,577 | -10.7% | -$8.04万 | 减仓 |
| TSLA | TESLA INC | $63.17万 | 0.12% | 1,502 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $61.77万 | 0.12% | 17,098 | -259 | -1.5% | -$9,357 | 减仓 |
| AAPL | APPLE INC | $57.01万 | 0.11% | 1,970 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $46.28万 | 0.09% | 5,266 | -444 | -7.8% | -$3.90万 | 减仓 |
| NUDM | NUSHARES ETF TR | $41.31万 | 0.08% | 10,323 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $41.03万 | 0.08% | 5,318 | 274 | 5.4% | $2.11万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $40.77万 | 0.08% | 1,184 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $38.94万 | 0.08% | 3,788 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $36.15万 | 0.07% | 2,209 | 68 | 3.2% | $1.11万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $33.43万 | 0.07% | 4,358 | 4,358 | — | $33.43万 | 新建仓 |
| XEL | XCEL ENERGY INC | $32.59万 | 0.06% | 4,058 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $31.83万 | 0.06% | 853 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $31.37万 | 0.06% | 426 | 1 | 0.2% | $736 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $30.22万 | 0.06% | 5,974 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.32万 | 0.05% | 7,605 | 3,949 | 108.0% | $13.15万 | 重新持有 |
| IWF | ISHARES TR | $24.39万 | 0.05% | 1,964 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $24.03万 | 0.05% | 4,393 | 4,393 | — | $24.03万 | 新建仓 |
| — | EXXON MOBIL CORP | $22.98万 | 0.04% | 1,681 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.25万 | 0.04% | 466 | 466 | — | $22.25万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $21.59万 | 0.04% | 1,079 | 1,079 | — | $21.59万 | 新建仓 |
| HD | HOME DEPOT INC | $20.84万 | 0.04% | 591 | -3 | -0.5% | -$1,058 | 重新持有 |
| — | GABELLI UTIL TR | $20.61万 | 0.04% | 31,267 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.33万 | 0.04% | 2,853 | 2,853 | — | $20.33万 | 新建仓 |
| APG | API GROUP CORP | $20.08万 | 0.04% | 4,741 | 4,741 | — | $20.08万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $12.00万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ROCKY MTN CHOCOLATE FACTORY | $3.59万 | 0.01% | 40,371 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -2,106 | -100.0% | -$32.35万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,176 | -100.0% | -$23.67万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -7,520 | -100.0% | -$22.55万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -1,704 | -100.0% | -$22.32万 | 清仓 |