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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $84.23万 | 0.06% | 3,396 | 393 | 13.1% | $9.75万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $83.93万 | 0.06% | 5,235 | -111 | -2.1% | -$1.78万 | 减仓 |
| CRM | SALESFORCE INC | $82.81万 | 0.06% | 4,436 | -1,202 | -21.3% | -$22.44万 | 减仓 |
| IBDW | ISHARES TR | $82.66万 | 0.06% | 39,496 | -5,239 | -11.7% | -$10.97万 | 减仓 |
| GLW | CORNING INC | $81.07万 | 0.06% | 5,962 | 115 | 2.0% | $1.56万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $80.12万 | 0.06% | 49,854 | 49,854 | — | $80.12万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $80.08万 | 0.06% | 13,053 | 1,253 | 10.6% | $7.69万 | 加仓 |
| ORCL | ORACLE CORP | $79.87万 | 0.06% | 5,429 | -435 | -7.4% | -$6.40万 | 减仓 |
| SLV | ISHARES SILVER TR | $79.74万 | 0.06% | 11,702 | 4,037 | 52.7% | $27.51万 | 加仓 |
| DVY | ISHARES TR | $79.24万 | 0.06% | 5,233 | 27 | 0.5% | $4,088 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $78.84万 | 0.06% | 10,498 | 5,303 | 102.1% | $39.83万 | 加仓 |
| IEMG | ISHARES INC | $78.15万 | 0.06% | 11,204 | 534 | 5.0% | $3.72万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $77.62万 | 0.06% | 15,295 | 580 | 3.9% | $2.94万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $76.98万 | 0.06% | 88,886 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $76.92万 | 0.06% | 9,810 | -1,895 | -16.2% | -$14.86万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $75.43万 | 0.05% | 9,115 | 633 | 7.5% | $5.24万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $75.33万 | 0.05% | 13,290 | 57 | 0.4% | $3,231 | 加仓 |
| OKE | ONEOK INC NEW | $75.32万 | 0.05% | 8,333 | 3,429 | 69.9% | $30.99万 | 加仓 |
| IWD | ISHARES TR | $72.60万 | 0.05% | 3,398 | -76 | -2.2% | -$1.62万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $72.51万 | 0.05% | 2,457 | 750 | 43.9% | $22.13万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $71.12万 | 0.05% | 2,838 | -201 | -6.6% | -$5.04万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $70.64万 | 0.05% | 3,306 | -76 | -2.2% | -$1.62万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $70.51万 | 0.05% | 8,805 | 293 | 3.4% | $2.35万 | 加仓 |
| ENB | ENBRIDGE INC | $68.95万 | 0.05% | 12,735 | 2,049 | 19.2% | $11.09万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $67.50万 | 0.05% | 7,950 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $67.12万 | 0.05% | 32,884 | 14,212 | 76.1% | $29.01万 | 加仓 |
| BAC | BANK AMERICA CORP | $66.62万 | 0.05% | 13,666 | -377 | -2.7% | -$1.84万 | 减仓 |
| AMGN | AMGEN INC | $65.55万 | 0.05% | 1,863 | 36 | 2.0% | $1.27万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $65.06万 | 0.05% | 10,925 | -855 | -7.3% | -$5.09万 | 减仓 |
| BA | BOEING CO | $64.66万 | 0.05% | 3,249 | 602 | 22.7% | $11.98万 | 加仓 |
| CMI | CUMMINS INC | $64.29万 | 0.05% | 1,195 | -54 | -4.3% | -$2.91万 | 减仓 |
| CVS | CVS HEALTH CORP | $63.30万 | 0.05% | 8,813 | 646 | 7.9% | $4.64万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $62.53万 | 0.05% | 6,356 | -68 | -1.1% | -$6,690 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $62.38万 | 0.05% | 8,797 | -3,400 | -27.9% | -$24.11万 | 减仓 |
| BX | BLACKSTONE INC | $62.31万 | 0.05% | 5,419 | 399 | 7.9% | $4.59万 | 加仓 |
| ADBE | ADOBE INC | $62.17万 | 0.05% | 2,558 | -229 | -8.2% | -$5.57万 | 减仓 |
| — | HOLOGIC INC | $62.13万 | 0.05% | 8,220 | 238 | 3.0% | $1.80万 | 加仓 |
| CCJ | CAMECO CORP | $61.73万 | 0.04% | 5,683 | 65 | 1.2% | $7,060 | 加仓 |
| VB | VANGUARD INDEX FDS | $61.62万 | 0.04% | 2,353 | -128 | -5.2% | -$3.35万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $61.05万 | 0.04% | 14,500 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $61.01万 | 0.04% | 12,589 | -831 | -6.2% | -$4.03万 | 减仓 |
| VFH | VANGUARD WORLD FD | $60.61万 | 0.04% | 5,017 | 4 | 0.1% | $483 | 加仓 |
| REMX | VANECK ETF TRUST | $60.15万 | 0.04% | 6,836 | 303 | 4.6% | $2.67万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $59.61万 | 0.04% | 13,058 | 2,333 | 21.8% | $10.65万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $58.93万 | 0.04% | 1,509 | 2 | 0.1% | $781 | 加仓 |
| COP | CONOCOPHILLIPS | $58.86万 | 0.04% | 4,459 | 175 | 4.1% | $2.31万 | 加仓 |
| IEFA | ISHARES TR | $56.90万 | 0.04% | 6,285 | 236 | 3.9% | $2.14万 | 加仓 |
| IBTK | ISHARES TR | $56.61万 | 0.04% | 28,708 | 2,596 | 9.9% | $5.12万 | 加仓 |
| ACWI | ISHARES TR | $56.57万 | 0.04% | 4,089 | 247 | 6.4% | $3.42万 | 加仓 |
| SHOP | SHOPIFY INC | $55.31万 | 0.04% | 4,663 | 2,698 | 137.3% | $32.00万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $55.17万 | 0.04% | 11,731 | 1,151 | 10.9% | $5.41万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $55.00万 | 0.04% | 21,452 | -493 | -2.2% | -$1.26万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $54.17万 | 0.04% | 21,043 | 1,481 | 7.6% | $3.81万 | 加仓 |
| SNPS | SYNOPSYS INC | $53.80万 | 0.04% | 1,345 | 1,345 | — | $53.80万 | 新建仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $53.54万 | 0.04% | 9,747 | -8,468 | -46.5% | -$46.51万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $53.37万 | 0.04% | 865 | -55 | -6.0% | -$3.39万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $52.38万 | 0.04% | 7,601 | 1,490 | 24.4% | $10.27万 | 加仓 |
| ET | ENERGY TRANSFER L P | $52.24万 | 0.04% | 27,176 | -13,966 | -33.9% | -$26.85万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $52.00万 | 0.04% | 25,463 | 769 | 3.1% | $1.57万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $51.69万 | 0.04% | 32,469 | -765 | -2.3% | -$1.22万 | 减仓 |
| FLOT | ISHARES TR | $51.29万 | 0.04% | 10,067 | -1,999 | -16.6% | -$10.19万 | 减仓 |
| ITM | VANECK ETF TRUST | $51.25万 | 0.04% | 11,038 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES TR | $50.89万 | 0.04% | 24,947 | 139 | 0.6% | $2,835 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $50.67万 | 0.04% | 5,945 | -5,630 | -48.6% | -$47.99万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.54万 | 0.04% | 1,096 | 699 | 176.1% | $32.23万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $50.28万 | 0.04% | 5,872 | 5,872 | — | $50.28万 | 新建仓 |
| ETN | EATON CORP PLC | $50.21万 | 0.04% | 1,404 | 43 | 3.2% | $1.54万 | 加仓 |
| FDX | FEDEX CORP | $50.10万 | 0.04% | 1,407 | 8 | 0.6% | $2,849 | 加仓 |
| IDV | ISHARES TR | $50.01万 | 0.04% | 11,750 | 88 | 0.8% | $3,745 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $49.72万 | 0.04% | 3,691 | 157 | 4.4% | $2.11万 | 加仓 |
| QUAL | ISHARES TR | $49.52万 | 0.04% | 2,582 | 83 | 3.3% | $1.59万 | 加仓 |
| CME | CME GROUP INC | $49.42万 | 0.04% | 1,673 | 170 | 11.3% | $5.02万 | 加仓 |
| INTU | INTUIT | $49.30万 | 0.04% | 1,140 | 327 | 40.2% | $14.14万 | 加仓 |
| WFC | WELLS FARGO & CO | $48.85万 | 0.04% | 6,137 | 157 | 2.6% | $1.25万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $48.60万 | 0.04% | 8,268 | 1,430 | 20.9% | $8.41万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $48.60万 | 0.04% | 4,963 | 1,658 | 50.2% | $16.23万 | 加仓 |
| SMH | VANECK ETF TRUST | $48.34万 | 0.04% | 1,261 | 4 | 0.3% | $1,533 | 加仓 |
| SPYI | NEOS ETF TRUST | $48.26万 | 0.04% | 9,774 | -25 | -0.3% | -$1,234 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $47.29万 | 0.03% | 8,205 | 710 | 9.5% | $4.09万 | 加仓 |
| — | ISHARES INC | $46.85万 | 0.03% | 9,707 | -213 | -2.1% | -$1.03万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $46.77万 | 0.03% | 1,355 | 134 | 11.0% | $4.62万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $46.65万 | 0.03% | 9,449 | -892 | -8.6% | -$4.40万 | 减仓 |
| IBTG | ISHARES TR | $46.60万 | 0.03% | 20,335 | -1,836 | -8.3% | -$4.21万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $46.35万 | 0.03% | 2,228 | -44 | -1.9% | -$9,153 | 减仓 |
| LOW | LOWES COS INC | $45.43万 | 0.03% | 1,923 | 285 | 17.4% | $6.73万 | 加仓 |
| LIN | LINDE PLC | $43.54万 | 0.03% | 878 | 25 | 2.9% | $1.24万 | 加仓 |
| APH | AMPHENOL CORP | $43.28万 | 0.03% | 3,425 | 3,425 | — | $43.28万 | 新建仓 |
| IBMR | ISHARES TR | $43.26万 | 0.03% | 17,065 | 1,541 | 9.9% | $3.91万 | 加仓 |
| IVLU | ISHARES TR | $42.77万 | 0.03% | 10,779 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $42.66万 | 0.03% | 24,994 | 7,533 | 43.1% | $12.86万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $42.44万 | 0.03% | 17,037 | 17,037 | — | $42.44万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $41.77万 | 0.03% | 7,916 | 884 | 12.6% | $4.66万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $41.59万 | 0.03% | 7,350 | 1,518 | 26.0% | $8.59万 | 加仓 |
| MSCI | MSCI INC | $41.50万 | 0.03% | 770 | 770 | — | $41.50万 | 新建仓 |
| IWX | ISHARES TR | $41.26万 | 0.03% | 4,452 | -398 | -8.2% | -$3.69万 | 减仓 |
| IGIB | ISHARES TR | $41.12万 | 0.03% | 7,726 | 7,726 | — | $41.12万 | 新建仓 |
| MS | MORGAN STANLEY | $40.79万 | 0.03% | 2,478 | 180 | 7.8% | $2.96万 | 加仓 |
| IJS | ISHARES TR | $40.62万 | 0.03% | 3,429 | 8 | 0.2% | $948 | 加仓 |
| MDT | MEDTRONIC PLC | $40.23万 | 0.03% | 4,643 | -290 | -5.9% | -$2.51万 | 减仓 |
| DTE | DTE ENERGY CO | $40.23万 | 0.03% | 2,751 | 212 | 8.3% | $3.10万 | 加仓 |