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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TR | $266.86万 | 0.19% | 18,870 | 497 | 2.7% | $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 | 45,120 | 107.2% | $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 | 2,108 | 6.9% | $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 | 1,322 | 5.7% | $12.29万 | 加仓 |
| TSLA | TESLA INC | $226.69万 | 0.16% | 6,098 | 233 | 4.0% | $8.66万 | 加仓 |
| VV | VANGUARD INDEX FDS | $223.93万 | 0.16% | 7,493 | 504 | 7.2% | $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 | 193 | 0.4% | $8,922 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $199.85万 | 0.15% | 20,716 | 8,124 | 64.5% | $78.37万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $199.26万 | 0.14% | 119,184 | 2,028 | 1.7% | $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 | 23,017 | 478.5% | $159.46万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $190.17万 | 0.14% | 3,147 | 164 | 5.5% | $9.91万 | 加仓 |
| EXC | EXELON CORP | $188.32万 | 0.14% | 38,416 | 2,960 | 8.3% | $14.51万 | 加仓 |
| GIS | GENERAL MILLS INC | $187.99万 | 0.14% | 50,508 | 23,264 | 85.4% | $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 | 1,751 | 7.5% | $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 | 104 | 0.7% | $1.30万 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $184.75万 | 0.13% | 11,383 | 544 | 5.0% | $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 | 5,535 | 17.0% | $26.67万 | 加仓 |
| IBTJ | ISHARES TR | $180.06万 | 0.13% | 82,436 | 14,097 | 20.6% | $30.79万 | 加仓 |
| V | VISA INC | $177.72万 | 0.13% | 5,880 | 463 | 8.5% | $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 | 82 | 0.2% | $3,815 | 加仓 |
| IWR | ISHARES TR | $171.41万 | 0.12% | 17,630 | 48 | 0.3% | $4,667 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $170.63万 | 0.12% | 13,017 | 357 | 2.8% | $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 | 25,283 | 69.6% | $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 | 510 | 2.2% | $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 | 1,355 | 4.5% | $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 | 47,740 | 449.7% | $121.78万 | 加仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $145.45万 | 0.11% | 61,894 | 2,447 | 4.1% | $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 | 13,427 | 49.9% | $45.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $136.09万 | 0.10% | 4,028 | 2,475 | 159.4% | $83.62万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $135.85万 | 0.10% | 9,821 | 197 | 2.0% | $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 | 322 | 6.2% | $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 | 5,141 | 18.9% | $19.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $123.88万 | 0.09% | 6,090 | 869 | 16.6% | $17.68万 | 加仓 |
| GE | GE AEROSPACE | $121.85万 | 0.09% | 4,294 | 51 | 1.2% | $1.45万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $117.15万 | 0.09% | 11,704 | 47 | 0.4% | $4,704 | 加仓 |
| EFA | ISHARES TR | $116.59万 | 0.08% | 12,004 | 1 | 0.0% | $97 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $115.05万 | 0.08% | 30,404 | 444 | 1.5% | $1.68万 | 加仓 |
| SGOV | ISHARES TR | $114.69万 | 0.08% | 11,394 | 788 | 7.4% | $7.93万 | 加仓 |
| EOG | EOG RES INC | $113.02万 | 0.08% | 7,818 | 4,615 | 144.1% | $66.72万 | 加仓 |
| ALL | ALLSTATE CORP | $111.02万 | 0.08% | 5,355 | 611 | 12.9% | $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 | 865 | 3.8% | $3.99万 | 加仓 |
| CAT | CATERPILLAR INC | $108.47万 | 0.08% | 1,531 | 27 | 1.8% | $1.91万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $107.57万 | 0.08% | 57,645 | 648 | 1.1% | $1.21万 | 加仓 |
| PEP | PEPSICO INC | $106.99万 | 0.08% | 6,890 | 561 | 8.9% | $8.71万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $106.54万 | 0.08% | 21,313 | 4,886 | 29.7% | $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 | 71 | 0.7% | $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 | 9,549 | 73.8% | $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 | 110 | 1.8% | $1.82万 | 加仓 |
| SO | SOUTHERN CO | $99.22万 | 0.07% | 10,280 | 123 | 1.2% | $1.19万 | 加仓 |
| C | CITIGROUP INC | $99.11万 | 0.07% | 8,739 | 296 | 3.5% | $3.36万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $99.10万 | 0.07% | 4,997 | 621 | 14.2% | $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 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $94.79万 | 0.07% | 42,385 | 318 | 0.8% | $7,112 | 加仓 |
| VOE | VANGUARD INDEX FDS | $93.64万 | 0.07% | 5,081 | 70 | 1.4% | $1.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $93.37万 | 0.07% | 2,763 | 296 | 12.0% | $10.00万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $92.39万 | 0.07% | 15,081 | 457 | 3.1% | $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 | 956 | 3.2% | $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 | 371 | 10.0% | $8.04万 | 加仓 |
| RTX | RTX CORPORATION | $87.65万 | 0.06% | 4,544 | 177 | 4.1% | $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 | 429 | 4.0% | $3.27万 | 加仓 |