Leo Wealth, LLC
HURST TX · SEC CIK 0001912202
$13.77亿2026Q1 申报市值
452持仓数
33.4%前十大占比 · 第一大 5.6%
63 / 32新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IBND 新建仓+$1,438.84万
EMXC 新建仓+$1,232.15万
ISHARES TR 新建仓+$1,125.66万
GEV 加仓+$1,111.65万
JMBS 加仓+$722.12万
2026Q1 卖出最多 按季末市值估算
LQDH 减仓-$2,331.73万
VSGX 减仓-$1,057.34万
IAGG 清仓-$657.58万
USFR 减仓-$564.96万
JIRE 减仓-$381.76万
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 |
|---|---|---|---|---|---|---|---|---|
| ESGV | VANGUARD WORLD FD | $7,775.03万 | 5.65% | 692,530 | -1,635 | -0.2% | -$18.36万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,538.20万 | 4.02% | 442,595 | -16,587 | -3.6% | -$207.55万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $5,246.39万 | 3.81% | 471,880 | -11,937 | -2.5% | -$132.72万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $4,975.16万 | 3.61% | 693,587 | -147,404 | -17.5% | -$1,057.34万 | 减仓 |
| IEF | ISHARES TR | $4,434.06万 | 3.22% | 464,602 | 46,650 | 11.2% | $445.22万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $4,236.62万 | 3.08% | 924,622 | -83 | -0.0% | -$3,803 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,182.77万 | 3.04% | 171,116 | 1,112 | 0.7% | $27.18万 | 加仓 |
| LQD | ISHARES TR | $3,321.49万 | 2.41% | 304,760 | 65,990 | 27.6% | $719.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,206.43万 | 2.33% | 419,144 | 6,257 | 1.5% | $47.87万 | 加仓 |
| AAPL | APPLE INC | $3,025.10万 | 2.20% | 119,197 | -4,930 | -4.0% | -$125.12万 | 减仓 |
| AMZN | AMAZON COM INC | $2,708.03万 | 1.97% | 130,025 | -3,073 | -2.3% | -$64.00万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $2,684.01万 | 1.95% | 594,085 | 159,837 | 36.8% | $722.12万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,413.47万 | 1.75% | 786,706 | -16,057 | -2.0% | -$49.26万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,994.57万 | 1.45% | 263,346 | -50,405 | -16.1% | -$381.76万 | 减仓 |
| USFR | WISDOMTREE TR | $1,752.09万 | 1.27% | 344,162 | -110,975 | -24.4% | -$564.96万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,719.13万 | 1.25% | 590,246 | 16,350 | 2.8% | $47.62万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,555.06万 | 1.13% | 243,451 | -13,460 | -5.2% | -$85.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,545.54万 | 1.12% | 41,752 | 1,393 | 3.5% | $51.56万 | 加仓 |
| CEMB | ISHARES INC | $1,535.85万 | 1.12% | 339,200 | 119,638 | 54.5% | $541.70万 | 加仓 |
| IBND | SPDR SERIES TRUST | $1,438.84万 | 1.04% | 462,961 | 462,961 | — | $1,438.84万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,370.49万 | 1.00% | 166,263 | -23,852 | -12.5% | -$196.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,285.86万 | 0.93% | 26,841 | 395 | 1.5% | $18.92万 | 加仓 |
| LEMB | ISHARES INC | $1,260.55万 | 0.92% | 308,966 | 171,394 | 124.6% | $699.27万 | 加仓 |
| — | HONEYWELL INTL INC | $1,235.47万 | 0.90% | 54,660 | 13,454 | 32.7% | $304.10万 | 加仓 |
| EMXC | ISHARES INC | $1,232.15万 | 0.89% | 156,642 | 156,642 | — | $1,232.15万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,218.62万 | 0.88% | 69,875 | 1,631 | 2.4% | $28.44万 | 加仓 |
| GEV | GE VERNOVA INC | $1,139.32万 | 0.83% | 13,052 | 12,735 | 4,017.4% | $1,111.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,138.97万 | 0.83% | 19,061 | 2,301 | 13.7% | $137.49万 | 加仓 |
| — | ISHARES TR | $1,125.66万 | 0.82% | 362,440 | 362,440 | — | $1,125.66万 | 新建仓 |
| IXJ | ISHARES TR | $1,119.65万 | 0.81% | 119,699 | -27,099 | -18.5% | -$253.48万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,072.53万 | 0.78% | 24,555 | -736 | -2.9% | -$32.15万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $1,051.72万 | 0.76% | 333,880 | 2,374 | 0.7% | $7.48万 | 加仓 |
| GCC | WISDOMTREE TR | $1,044.19万 | 0.76% | 436,173 | -12,775 | -2.8% | -$30.58万 | 减仓 |
| MCD | MCDONALDS CORP | $903.47万 | 0.66% | 29,070 | 75 | 0.3% | $2.33万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $880.61万 | 0.64% | 418,693 | -2,755 | -0.7% | -$5.79万 | 减仓 |
| TLT | ISHARES TR | $859.07万 | 0.62% | 99,099 | 15,083 | 18.0% | $130.75万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $856.66万 | 0.62% | 369,699 | 6,341 | 1.7% | $14.69万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $832.35万 | 0.60% | 383,914 | 2,641 | 0.7% | $5.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $811.21万 | 0.59% | 37,720 | -807 | -2.1% | -$17.36万 | 减仓 |
| GOOGL | ALPHABET INC | $809.42万 | 0.59% | 28,148 | 468 | 1.7% | $13.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $789.98万 | 0.57% | 12,147 | -196 | -1.6% | -$12.75万 | 减仓 |
| DBAW | DBX ETF TR | $770.50万 | 0.56% | 180,481 | 11,807 | 7.0% | $50.41万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $734.27万 | 0.53% | 282,511 | 7,973 | 2.9% | $20.72万 | 加仓 |
| QQQ | INVESCO QQQ TR | $725.42万 | 0.53% | 12,568 | -92 | -0.7% | -$5.31万 | 减仓 |
| BLK | BLACKROCK INC | $715.85万 | 0.52% | 7,444 | 10 | 0.1% | $9,616 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $639.95万 | 0.46% | 99,867 | -6,969 | -6.5% | -$44.66万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $637.08万 | 0.46% | 141,847 | 25,103 | 21.5% | $112.75万 | 加仓 |
| IVV | ISHARES TR | $620.03万 | 0.45% | 9,492 | -964 | -9.2% | -$62.97万 | 减仓 |
| — | EXXON MOBIL CORP | $606.83万 | 0.44% | 35,768 | -2,610 | -6.8% | -$44.28万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $553.64万 | 0.40% | 247,270 | -78,708 | -24.1% | -$176.23万 | 减仓 |
| IJR | ISHARES TR | $527.91万 | 0.38% | 42,467 | -632 | -1.5% | -$7.86万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $510.04万 | 0.37% | 108,334 | 2,304 | 2.2% | $10.85万 | 加仓 |
| IBDT | ISHARES TR | $495.33万 | 0.36% | 195,552 | 2,109 | 1.1% | $5.34万 | 加仓 |
| IBDS | ISHARES TR | $492.83万 | 0.36% | 203,315 | 5,716 | 2.9% | $13.86万 | 加仓 |
| GOOG | ALPHABET INC | $488.67万 | 0.35% | 17,035 | -1,283 | -7.0% | -$36.80万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $484.20万 | 0.35% | 9,691 | -15 | -0.2% | -$7,495 | 减仓 |
| IVE | ISHARES TR | $472.02万 | 0.34% | 22,355 | 14 | 0.1% | $2,956 | 加仓 |
| AVGO | BROADCOM INC | $468.28万 | 0.34% | 15,130 | -249 | -1.6% | -$7.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $465.59万 | 0.34% | 92,748 | 4,608 | 5.2% | $23.13万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $463.69万 | 0.34% | 237,498 | -12,602 | -5.0% | -$24.60万 | 减仓 |
| GLD | SPDR GOLD TR | $459.68万 | 0.33% | 10,683 | 364 | 3.5% | $15.66万 | 加仓 |
| EMR | EMERSON ELEC CO | $458.88万 | 0.33% | 35,024 | 13,769 | 64.8% | $180.40万 | 加仓 |
| T | AT&T INC | $456.98万 | 0.33% | 157,634 | 19,547 | 14.2% | $56.67万 | 加仓 |
| CERY | SPDR SERIES TRUST | $447.76万 | 0.33% | 127,061 | 5,274 | 4.3% | $18.59万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $447.35万 | 0.32% | 178,226 | -770 | -0.4% | -$1.93万 | 减仓 |
| IBDU | ISHARES TR | $444.62万 | 0.32% | 191,154 | 17,211 | 9.9% | $40.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $440.21万 | 0.32% | 22,437 | -1,970 | -8.1% | -$38.65万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $435.96万 | 0.32% | 17,986 | 1,678 | 10.3% | $40.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $431.16万 | 0.31% | 13,440 | -526 | -3.8% | -$16.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $422.54万 | 0.31% | 20,423 | 873 | 4.5% | $18.06万 | 加仓 |
| BIIB | BIOGEN INC | $416.84万 | 0.30% | 22,737 | 4,604 | 25.4% | $84.41万 | 加仓 |
| META | META PLATFORMS INC | $409.29万 | 0.30% | 7,154 | -235 | -3.2% | -$13.44万 | 减仓 |
| CSCO | CISCO SYS INC | $408.45万 | 0.30% | 52,642 | -2,211 | -4.0% | -$17.16万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $399.91万 | 0.29% | 65,938 | 13,804 | 26.5% | $83.72万 | 加仓 |
| WMT | WALMART INC | $390.28万 | 0.28% | 31,404 | -1,510 | -4.6% | -$18.77万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $375.72万 | 0.27% | 28,694 | 2,796 | 10.8% | $36.61万 | 加仓 |
| IWF | ISHARES TR | $364.25万 | 0.26% | 8,543 | -2 | -0.0% | -$853 | 减仓 |
| ABBV | ABBVIE INC | $351.33万 | 0.26% | 16,154 | 766 | 5.0% | $16.66万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $339.99万 | 0.25% | 62,327 | -36 | -0.1% | -$1,964 | 减仓 |
| IBDR | ISHARES TR | $332.28万 | 0.24% | 137,080 | 1,406 | 1.0% | $3.41万 | 加仓 |
| NFLX | NETFLIX INC. | $328.72万 | 0.24% | 34,188 | 7,108 | 26.2% | $68.34万 | 加仓 |
| MGC | VANGUARD WORLD FD | $328.00万 | 0.24% | 13,878 | -252 | -1.8% | -$5.96万 | 减仓 |
| XSOE | WISDOMTREE TR | $321.32万 | 0.23% | 80,130 | 16,684 | 26.3% | $66.90万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $317.97万 | 0.23% | 283,141 | 51,617 | 22.3% | $57.97万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $315.13万 | 0.23% | 319,284 | 58,234 | 22.3% | $57.48万 | 加仓 |
| LLY | ELI LILLY & CO | $312.57万 | 0.23% | 3,398 | 291 | 9.4% | $26.77万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $310.64万 | 0.23% | 131,440 | 131,440 | — | $310.64万 | 新建仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $308.16万 | 0.22% | 299,771 | 52,556 | 21.3% | $54.03万 | 加仓 |
| MRK | MERCK & CO INC | $297.71万 | 0.22% | 24,749 | -2,099 | -7.8% | -$25.25万 | 减仓 |
| GLDM | WORLD GOLD TR | $294.90万 | 0.21% | 31,816 | -565 | -1.7% | -$5.24万 | 减仓 |
| PFE | PFIZER INC | $292.27万 | 0.21% | 104,084 | -31,777 | -23.4% | -$89.23万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $290.92万 | 0.21% | 37,725 | -8,037 | -17.6% | -$61.98万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $288.89万 | 0.21% | 274,876 | 274,876 | — | $288.89万 | 新建仓 |
| DGRO | ISHARES TR | $285.58万 | 0.21% | 40,692 | -542 | -1.3% | -$3.80万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $283.50万 | 0.21% | 251,331 | 251,331 | — | $283.50万 | 新建仓 |
| IMCG | ISHARES TR | $281.95万 | 0.20% | 35,794 | -567 | -1.6% | -$4.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $281.88万 | 0.20% | 2,829 | 94 | 3.4% | $9.37万 | 加仓 |
| IBDV | ISHARES TR | $270.67万 | 0.20% | 123,651 | 12,227 | 11.0% | $26.76万 | 加仓 |
| PGR | PROGRESSIVE CORP | $268.46万 | 0.19% | 13,542 | 10,366 | 326.4% | $205.50万 | 加仓 |
| KVUE | KENVUE INC | $267.49万 | 0.19% | 155,156 | 1,161 | 0.8% | $2.00万 | 加仓 |