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
ESGU ISHARES TR $266.86万0.19%18,870 4972.7% $7.03万 加仓
GS GOLDMAN SACHS GROUP INC $254.83万0.19%3,012 -142-4.5% -$12.01万 减仓
CMCSA COMCAST CORP NEW $250.34万0.18%87,196 45,120107.2% $129.54万 加仓
NVS NOVARTIS AG $242.35万0.18%15,866 -562-3.4% -$8.58万 减仓
ASML ASML HLDG NV $236.07万0.17%1,787 -112-5.9% -$14.80万 减仓
SIVR ABRDN SILVER ETF TRUST $235.30万0.17%32,858 2,1086.9% $15.10万 加仓
VWO VANGUARD INTL EQUITY INDEX F $230.86万0.17%42,713 -7-0.0% -$378 减仓
JPM JPMORGAN CHASE & CO $230.84万0.17%7,847 -772-9.0% -$22.71万 减仓
JPST J P MORGAN EXCHANGE TRADED F $229.89万0.17%45,423 -3,516-7.2% -$17.79万 减仓
SHEL SHELL PLC $227.63万0.17%24,477 1,3225.7% $12.29万 加仓
TSLA TESLA INC $226.69万0.16%6,098 2334.0% $8.66万 加仓
VV VANGUARD INDEX FDS $223.93万0.16%7,493 5047.2% $15.06万 加仓
DIA STATE STR SPDR DOW JONES IND $223.58万0.16%4,827 -25-0.5% -$1.16万 减仓
TTE TOTALENERGIES SE $221.08万0.16%24,300 -1,329-5.2% -$12.09万 减仓
IJH ISHARES TR $219.87万0.16%32,560 -551-1.7% -$3.72万 减仓
LMND LEMONADE INC $214.20万0.16%34,174 -358-1.0% -$2.24万 减仓
BKNG BOOKING HOLDINGS INC $209.29万0.15%497 -129-20.6% -$54.32万 减仓
IBTI ISHARES TR $203.65万0.15%91,393 -12,468-12.0% -$27.78万 减仓
IQLT ISHARES TR $202.85万0.15%43,879 1930.4% $8,922 加仓
KMB KIMBERLY-CLARK CORP $199.85万0.15%20,716 8,12464.5% $78.37万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $199.26万0.14%119,184 2,0281.7% $3.39万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $195.78万0.14%99,759 -5,264-5.0% -$10.33万 减仓
ES EVERSOURCE ENERGY $192.78万0.14%27,827 23,017478.5% $159.46万 加仓
LMT LOCKHEED MARTIN CORP $190.17万0.14%3,147 1645.5% $9.91万 加仓
EXC EXELON CORP $188.32万0.14%38,416 2,9608.3% $14.51万 加仓
GIS GENERAL MILLS INC $187.99万0.14%50,508 23,26485.4% $86.59万 加仓
VYM VANGUARD WHITEHALL FDS $187.66万0.14%12,671 -1,381-9.8% -$20.45万 减仓
BND VANGUARD BD INDEX FDS $186.26万0.14%25,250 1,7517.5% $12.92万 加仓
IBTH ISHARES TR $186.25万0.14%83,036 -13,091-13.6% -$29.36万 减仓
BABA ALIBABA GROUP HLDG LTD $185.84万0.13%14,813 1040.7% $1.30万 加仓
RHLD RESOLUTE HLDGS MGMT INC $184.75万0.13%11,383 5445.0% $8.83万 加仓
VOD VODAFONE GROUP PLC $184.48万0.13%122,823 -8,380-6.4% -$12.59万 减仓
SNY SANOFI SA $183.46万0.13%38,079 5,53517.0% $26.67万 加仓
IBTJ ISHARES TR $180.06万0.13%82,436 14,09720.6% $30.79万 加仓
V VISA INC $177.72万0.13%5,880 4638.5% $13.99万 加仓
PG PROCTER & GAMBLE CO $177.13万0.13%12,263 -1,584-11.4% -$22.88万 减仓
HYDB ISHARES TR $171.67万0.12%36,902 820.2% $3,815 加仓
IWR ISHARES TR $171.41万0.12%17,630 480.3% $4,667 加仓
AEP AMERICAN ELEC PWR CO INC $170.63万0.12%13,017 3572.8% $4.68万 加仓
BCE BCE INC $170.31万0.12%67,476 67,476— $170.31万 新建仓
VICI VICI PPTYS INC $168.36万0.12%61,626 25,28369.6% $69.07万 加仓
PRU PRUDENTIAL FINL INC $167.23万0.12%17,118 17,118— $167.23万 新建仓
IWY ISHARES TR $165.79万0.12%6,663 -511-7.1% -$12.72万 减仓
ACWX ISHARES TR $165.13万0.12%24,117 5102.2% $3.49万 加仓
KOF COCA-COLA FEMSA SAB DE CV $160.77万0.12%16,481 -510-3.0% -$4.98万 减仓
GSK GSK PLC $158.60万0.12%28,737 -3,829-11.8% -$21.13万 减仓
JAAA JANUS DETROIT STR TR $157.18万0.11%31,206 1,3554.5% $6.83万 加仓
KO COCA COLA CO $154.75万0.11%20,348 -10,111-33.2% -$76.89万 减仓
SPGI S&P GLOBAL INC $153.55万0.11%3,610 -236-6.1% -$10.04万 减仓
IGSB ISHARES TR $151.30万0.11%28,786 -954-3.2% -$5.01万 减仓
ICLO INVESCO ACTIVELY MANAGED EXC $148.87万0.11%58,356 47,740449.7% $121.78万 加仓
DBB INVESCO DB MULTI-SECTOR COMM $145.45万0.11%61,894 2,4474.1% $5.75万 加仓
BNDX VANGUARD CHARLOTTE FDS $137.31万0.10%28,577 -2,012-6.6% -$9.67万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $136.24万0.10%40,343 13,42749.9% $45.34万 加仓
MU MICRON TECHNOLOGY INC $136.09万0.10%4,028 2,475159.4% $83.62万 加仓
VT VANGUARD INTL EQUITY INDEX F $135.85万0.10%9,821 1972.0% $2.73万 加仓
HD HOME DEPOT INC $134.98万0.10%4,104 -408-9.0% -$13.42万 减仓
AXP AMERICAN EXPRESS CO $132.00万0.10%4,364 -729-14.3% -$22.05万 减仓
GILD GILEAD SCIENCES INC $126.10万0.09%9,048 -5,849-39.3% -$81.51万 减仓
WM WASTE MGMT INC DEL $125.90万0.09%5,479 3226.2% $7.40万 加仓
FE FIRSTENERGY CORP $124.73万0.09%24,620 -31,020-55.8% -$157.15万 减仓
IBIT ISHARES BITCOIN TRUST ETF $124.28万0.09%32,348 5,14118.9% $19.75万 加仓
AMD ADVANCED MICRO DEVICES INC $123.88万0.09%6,090 86916.6% $17.68万 加仓
GE GE AEROSPACE $121.85万0.09%4,294 511.2% $1.45万 加仓
DECK DECKERS OUTDOOR CORP $117.15万0.09%11,704 470.4% $4,704 加仓
EFA ISHARES TR $116.59万0.08%12,004 10.0% $97 加仓
EPD ENTERPRISE PRODS PARTNERS L $115.05万0.08%30,404 4441.5% $1.68万 加仓
SGOV ISHARES TR $114.69万0.08%11,394 7887.4% $7.93万 加仓
EOG EOG RES INC $113.02万0.08%7,818 4,615144.1% $66.72万 加仓
ALL ALLSTATE CORP $111.02万0.08%5,355 61112.9% $12.67万 加仓
MELI MERCADOLIBRE INC $111.02万0.08%642 -207-24.4% -$35.80万 减仓
UBER UBER TECHNOLOGIES INC $110.57万0.08%15,372 -3,869-20.1% -$27.83万 减仓
BAR GRANITESHARES GOLD TR $110.38万0.08%23,929 8653.8% $3.99万 加仓
CAT CATERPILLAR INC $108.47万0.08%1,531 271.8% $1.91万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $107.57万0.08%57,645 6481.1% $1.21万 加仓
PEP PEPSICO INC $106.99万0.08%6,890 5618.9% $8.71万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $106.54万0.08%21,313 4,88629.7% $24.43万 加仓
ABT ABBOTT LABORATORIES $104.26万0.08%10,155 -6,484-39.0% -$66.57万 减仓
AGG ISHARES TR $103.89万0.08%10,466 710.7% $7,048 加仓
VTEB VANGUARD MUN BD FDS $102.59万0.07%20,563 -1,696-7.6% -$8.46万 减仓
SPYD SPDR SERIES TRUST $102.40万0.07%22,495 9,54973.8% $43.47万 加仓
MO ALTRIA GROUP INC $102.08万0.07%15,469 -1,340-8.0% -$8.84万 减仓
PM PHILIP MORRIS INTL INC $100.23万0.07%6,062 1101.8% $1.82万 加仓
SO SOUTHERN CO $99.22万0.07%10,280 1231.2% $1.19万 加仓
C CITIGROUP INC $99.11万0.07%8,739 2963.5% $3.36万 加仓
ACN ACCENTURE PLC IRELAND $99.10万0.07%4,997 62114.2% $12.32万 加仓
TRV TRAVELERS COMPANIES INC $98.13万0.07%3,364 3,364— $98.13万 新建仓
VIOO VANGUARD ADMIRAL FDS INC $97.36万0.07%8,478 00.0% — 不变
BSJR INVESCO EXCH TRD SLF IDX FD $94.79万0.07%42,385 3180.8% $7,112 加仓
VOE VANGUARD INDEX FDS $93.64万0.07%5,081 701.4% $1.29万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $93.37万0.07%2,763 29612.0% $10.00万 加仓
XLE SELECT SECTOR SPDR TR $92.39万0.07%15,081 4573.1% $2.80万 加仓
PLTR PALANTIR TECHNOLOGIES INC $92.38万0.07%6,315 -300-4.5% -$4.39万 减仓
— INVESCO DB MULTI-SECTOR COMM $92.09万0.07%31,247 9563.2% $2.82万 加仓
LQDH ISHARES U S ETF TR $91.02万0.07%9,857 -252,518-96.2% -$2,331.73万 减仓
VGT VANGUARD WORLD FD $90.41万0.07%1,296 -27-2.0% -$1.88万 减仓
ROST ROSS STORES INC $88.80万0.06%4,099 37110.0% $8.04万 加仓
RTX RTX CORPORATION $87.65万0.06%4,544 1774.1% $3.41万 加仓
TEL TE CONNECTIVITY PLC $87.07万0.06%4,165 4,165— $87.07万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $85.75万0.06%11,260 4294.0% $3.27万 加仓