13F 机构持仓

Leo Wealth, LLC

HURST TX · SEC CIK 0001912202

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$13.77亿2026Q1
26Q1

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

ESGV 5.6%
GSLC 4.0%
AVUS 3.8%
VSGX 3.6%
IEF 3.2%
AFRM 3.1%
JNJ 3.0%
LQD 2.4%
SPYM 2.3%
AAPL 2.2%

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
QCLN FIRST TR EXCHANGE-TRADED FD $26.40万0.02%5,682 10.0% $46 加仓
RYTM RHYTHM PHARMACEUTICALS INC $26.86万0.02%3,088 -3,864-55.6% -$33.61万 减仓
FELV FIDELITY COVINGTON TRUST $27.11万0.02%7,767 -85-1.1% -$2,967 减仓
APP APPLOVIN CORP $27.46万0.02%690 -549-44.3% -$21.85万 减仓
SBUX STARBUCKS CORP $27.51万0.02%3,071 -10,369-77.2% -$92.90万 减仓
TD TORONTO DOMINION BK ONT $27.66万0.02%2,964 -117-3.8% -$1.09万 减仓
CAH CARDINAL HEALTH INC $27.68万0.02%1,310 25424.1% $5.37万 加仓
HEWJ ISHARES TR $27.86万0.02%4,951 00.0% — 不变
KIM KIMCO REALTY CORP $27.96万0.02%12,445 12,445— $27.96万 新建仓
SPHY SPDR SERIES TRUST $28.13万0.02%12,061 12,061— $28.13万 新建仓
DVN DEVON ENERGY CORP NEW $28.21万0.02%5,605 5,605— $28.21万 新建仓
PPA INVESCO EXCHANGE TRADED FD T $28.22万0.02%1,703 -8-0.5% -$1,326 减仓
MTUM ISHARES TR $28.22万0.02%1,176 1,176— $28.22万 新建仓
PZA INVESCO EXCH TRADED FD TR II $28.22万0.02%12,282 -750-5.8% -$1.72万 减仓
INTC INTEL CORP $28.46万0.02%6,448 6,448— $28.46万 新建仓
— ISHARES ETHEREUM TR $28.47万0.02%17,983 5803.3% $9,182 加仓
ED CONSOLIDATED EDISON INC $28.51万0.02%2,519 -13,265-84.0% -$150.12万 减仓
USB US BANCORP $28.71万0.02%5,519 92920.2% $4.83万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $29.09万0.02%4,929 1,94865.3% $11.50万 加仓
AMAT APPLIED MATLS INC $29.12万0.02%852 658.3% $2.22万 加仓
SEIC SEI INVTS CO $29.50万0.02%3,760 42412.7% $3.33万 加仓
KMI KINDER MORGAN INC DEL $29.62万0.02%8,834 -54-0.6% -$1,811 减仓
SPTS SPDR SERIES TRUST $29.69万0.02%10,174 10.0% $29 加仓
GM GENERAL MTRS CO $30.01万0.02%4,028 -77-1.9% -$5,736 减仓
AM ANTERO MIDSTREAM CORP $30.04万0.02%13,175 3102.4% $7,068 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $30.05万0.02%767 767— $30.05万 新建仓
CLX CLOROX CO DEL $30.05万0.02%2,900 41816.8% $4.33万 加仓
IWO ISHARES TR $30.14万0.02%961 10.1% $314 加仓
BSX BOSTON SCIENTIFIC CORP $30.39万0.02%4,843 4,843— $30.39万 新建仓
XLP SELECT SECTOR SPDR TR $30.88万0.02%3,766 36510.7% $2.99万 加仓
BG BUNGE GLOBAL SA $31.28万0.02%2,459 1325.7% $1.68万 加仓
SCHZ SCHWAB STRATEGIC TR $31.37万0.02%13,510 3352.5% $7,779 加仓
TGT TARGET CORP $31.42万0.02%2,592 2,592— $31.42万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $31.52万0.02%650 650— $31.52万 新建仓
STWD STARWOOD PPTY TR INC $31.90万0.02%18,525 -3,816-17.1% -$6.57万 减仓
SDY SPDR SERIES TRUST $31.96万0.02%2,190 130.6% $1,897 加仓
BTI BRITISH AMERN TOB PLC $31.97万0.02%5,467 3186.2% $1.86万 加仓
HYGH ISHARES U S ETF TR $32.04万0.02%3,742 -99-2.6% -$8,475 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $32.39万0.02%14,940 5994.2% $1.30万 加仓
OTF BLUE OWL TECHNOLOGY FIN CORP $32.40万0.02%26,153 12,24088.0% $15.17万 加仓
OMC OMNICOM GROUP INC $32.41万0.02%4,303 421.0% $3,163 加仓
QCOM QUALCOMM INC $32.64万0.02%2,535 -1,028-28.9% -$13.24万 减仓
ARTY ISHARES TR $32.74万0.02%7,036 3164.7% $1.47万 加仓
VOOV VANGUARD ADMIRAL FDS INC $32.97万0.02%1,618 -125-7.2% -$2.55万 减仓
RSP INVESCO EXCHANGE TRADED FD T $33.03万0.02%1,721 30321.4% $5.81万 加仓
VXF VANGUARD INDEX FDS $33.10万0.02%1,608 50.3% $1,029 加仓
AVTR AVANTOR INC $33.12万0.02%42,246 3,4278.8% $2.69万 加仓
ATO ATMOS ENERGY CORP $33.13万0.02%1,793 21713.8% $4.01万 加仓
XLY SELECT SECTOR SPDR TR $33.19万0.02%3,045 34512.8% $3.76万 加仓
BIV VANGUARD BD INDEX FDS $33.24万0.02%4,307 -918-17.6% -$7.08万 减仓
GD GENERAL DYNAMICS CORP $33.29万0.02%970 -49-4.8% -$1.68万 减仓
BLV VANGUARD BD INDEX FDS $33.36万0.02%4,850 -1,025-17.4% -$7.05万 减仓
XLI SELECT SECTOR SPDR TR $33.42万0.02%2,066 23713.0% $3.83万 加仓
VONG VANGUARD SCOTTSDALE FDS $33.58万0.02%3,062 -81-2.6% -$8,884 减仓
TXN TEXAS INSTRS INC $34.02万0.02%1,753 975.9% $1.88万 加仓
TDG TRANSDIGM GROUP INC $34.07万0.02%294 294— $34.07万 新建仓
VMBS VANGUARD SCOTTSDALE FDS $34.19万0.02%7,282 -1,451-16.6% -$6.81万 减仓
GBCI GLACIER BANCORP INC NEW $34.53万0.03%7,730 -646-7.7% -$2.89万 减仓
PRF INVESCO EXCHANGE TRADED FD T $34.84万0.03%7,330 00.0% — 不变
DOW DOW HLDGS INC $34.84万0.03%8,365 -2,614-23.8% -$10.89万 减仓
MUB ISHARES TR $34.96万0.03%3,294 -7,049-68.2% -$74.82万 减仓
HEFA ISHARES TR $35.15万0.03%8,271 00.0% — 不变
JSCP J P MORGAN EXCHANGE TRADED F $35.72万0.03%7,551 821.1% $3,879 加仓
COF CAPITAL ONE FINL CORP $35.83万0.03%1,964 1,964— $35.83万 新建仓
FLKR FRANKLIN TEMPLETON ETF TR $36.00万0.03%9,030 9,030— $36.00万 新建仓
XLC SELECT SECTOR SPDR TR $36.41万0.03%3,284 2538.3% $2.80万 加仓
NOW SERVICENOW INC $36.56万0.03%3,497 3,2601,375.5% $34.09万 重新持有
MET METLIFE INC $36.80万0.03%5,204 1,73650.1% $12.28万 加仓
ZION ZIONS BANCORPORATION NATL AS $36.93万0.03%6,408 -1,899-22.9% -$10.94万 减仓
O REALTY INCOME CORP $37.64万0.03%6,153 651.1% $3,977 加仓
FPE FIRST TR EXCH TRADED FD III $37.90万0.03%21,353 21,353— $37.90万 新建仓
IWN ISHARES TR $38.00万0.03%2,004 20.1% $379 加仓
UNH UNITEDHEALTH GROUP INC $38.02万0.03%1,405 20116.7% $5.44万 加仓
AXON AXON ENTERPRISE INC $38.18万0.03%899 899— $38.18万 新建仓
LMBS FIRST TR EXCHANGE-TRADED FD $38.26万0.03%7,682 7,682— $38.26万 新建仓
ELA ENVELA CORP $38.43万0.03%23,070 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $38.59万0.03%17,274 17,274— $38.59万 新建仓
WELL WELLTOWER INC $39.05万0.03%1,975 1,975— $39.05万 新建仓
SCCO SOUTHERN COPPER CORP $39.27万0.03%2,282 150.7% $2,581 加仓
IBTM ISHARES TR $39.50万0.03%17,225 960.6% $2,201 加仓
XLV SELECT SECTOR SPDR TR $39.59万0.03%2,701 98357.2% $14.41万 加仓
MMM 3M CO $39.62万0.03%2,728 -116-4.1% -$1.68万 减仓
DON WISDOMTREE TR $40.00万0.03%7,614 10.0% $53 加仓
EVRG EVERGY INC $40.14万0.03%4,900 1,13030.0% $9.26万 加仓
DTE DTE ENERGY CO $40.23万0.03%2,751 2128.3% $3.10万 加仓
MDT MEDTRONIC PLC $40.23万0.03%4,643 -290-5.9% -$2.51万 减仓
IJS ISHARES TR $40.62万0.03%3,429 80.2% $948 加仓
MS MORGAN STANLEY $40.79万0.03%2,478 1807.8% $2.96万 加仓
IGIB ISHARES TR $41.12万0.03%7,726 7,726— $41.12万 新建仓
IWX ISHARES TR $41.26万0.03%4,452 -398-8.2% -$3.69万 减仓
MSCI MSCI INC $41.50万0.03%770 770— $41.50万 新建仓
SPYV SPDR SERIES TRUST $41.59万0.03%7,350 1,51826.0% $8.59万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $41.77万0.03%7,916 88412.6% $4.66万 加仓
SCHR SCHWAB STRATEGIC TR $42.44万0.03%17,037 17,037— $42.44万 新建仓
— GRAYSCALE ETHEREUM STAKING E $42.66万0.03%24,994 7,53343.1% $12.86万 加仓
IVLU ISHARES TR $42.77万0.03%10,779 00.0% — 不变
IBMR ISHARES TR $43.26万0.03%17,065 1,5419.9% $3.91万 加仓
APH AMPHENOL CORP $43.28万0.03%3,425 3,425— $43.28万 新建仓
LIN LINDE PLC $43.54万0.03%878 252.9% $1.24万 加仓
LOW LOWES COS INC $45.43万0.03%1,923 28517.4% $6.73万 加仓