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 |
|---|---|---|---|---|---|---|---|---|
| EVRG | EVERGY INC | $40.14万 | 0.03% | 4,900 | 1,130 | 30.0% | $9.26万 | 加仓 |
| DON | WISDOMTREE TR | $40.00万 | 0.03% | 7,614 | 1 | 0.0% | $53 | 加仓 |
| MMM | 3M CO | $39.62万 | 0.03% | 2,728 | -116 | -4.1% | -$1.68万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $39.59万 | 0.03% | 2,701 | 983 | 57.2% | $14.41万 | 加仓 |
| IBTM | ISHARES TR | $39.50万 | 0.03% | 17,225 | 96 | 0.6% | $2,201 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $39.27万 | 0.03% | 2,282 | 15 | 0.7% | $2,581 | 加仓 |
| WELL | WELLTOWER INC | $39.05万 | 0.03% | 1,975 | 1,975 | — | $39.05万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $38.59万 | 0.03% | 17,274 | 17,274 | — | $38.59万 | 新建仓 |
| ELA | ENVELA CORP | $38.43万 | 0.03% | 23,070 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $38.26万 | 0.03% | 7,682 | 7,682 | — | $38.26万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $38.18万 | 0.03% | 899 | 899 | — | $38.18万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $38.02万 | 0.03% | 1,405 | 201 | 16.7% | $5.44万 | 加仓 |
| IWN | ISHARES TR | $38.00万 | 0.03% | 2,004 | 2 | 0.1% | $379 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $37.90万 | 0.03% | 21,353 | 21,353 | — | $37.90万 | 新建仓 |
| O | REALTY INCOME CORP | $37.64万 | 0.03% | 6,153 | 65 | 1.1% | $3,977 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $36.93万 | 0.03% | 6,408 | -1,899 | -22.9% | -$10.94万 | 减仓 |
| MET | METLIFE INC | $36.80万 | 0.03% | 5,204 | 1,736 | 50.1% | $12.28万 | 加仓 |
| NOW | SERVICENOW INC | $36.56万 | 0.03% | 3,497 | 3,260 | 1,375.5% | $34.09万 | 重新持有 |
| XLC | SELECT SECTOR SPDR TR | $36.41万 | 0.03% | 3,284 | 253 | 8.3% | $2.80万 | 加仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $36.00万 | 0.03% | 9,030 | 9,030 | — | $36.00万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $35.83万 | 0.03% | 1,964 | 1,964 | — | $35.83万 | 新建仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $35.72万 | 0.03% | 7,551 | 82 | 1.1% | $3,879 | 加仓 |
| HEFA | ISHARES TR | $35.15万 | 0.03% | 8,271 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $34.96万 | 0.03% | 3,294 | -7,049 | -68.2% | -$74.82万 | 减仓 |
| DOW | DOW HLDGS INC | $34.84万 | 0.03% | 8,365 | -2,614 | -23.8% | -$10.89万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $34.84万 | 0.03% | 7,330 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $34.53万 | 0.03% | 7,730 | -646 | -7.7% | -$2.89万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $34.19万 | 0.02% | 7,282 | -1,451 | -16.6% | -$6.81万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $34.07万 | 0.02% | 294 | 294 | — | $34.07万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $34.02万 | 0.02% | 1,753 | 97 | 5.9% | $1.88万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $33.58万 | 0.02% | 3,062 | -81 | -2.6% | -$8,884 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $33.42万 | 0.02% | 2,066 | 237 | 13.0% | $3.83万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $33.36万 | 0.02% | 4,850 | -1,025 | -17.4% | -$7.05万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $33.29万 | 0.02% | 970 | -49 | -4.8% | -$1.68万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $33.24万 | 0.02% | 4,307 | -918 | -17.6% | -$7.08万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $33.19万 | 0.02% | 3,045 | 345 | 12.8% | $3.76万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $33.13万 | 0.02% | 1,793 | 217 | 13.8% | $4.01万 | 加仓 |
| AVTR | AVANTOR INC | $33.12万 | 0.02% | 42,246 | 3,427 | 8.8% | $2.69万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $33.10万 | 0.02% | 1,608 | 5 | 0.3% | $1,029 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.03万 | 0.02% | 1,721 | 303 | 21.4% | $5.81万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $32.97万 | 0.02% | 1,618 | -125 | -7.2% | -$2.55万 | 减仓 |
| ARTY | ISHARES TR | $32.74万 | 0.02% | 7,036 | 316 | 4.7% | $1.47万 | 加仓 |
| QCOM | QUALCOMM INC | $32.64万 | 0.02% | 2,535 | -1,028 | -28.9% | -$13.24万 | 减仓 |
| OMC | OMNICOM GROUP INC | $32.41万 | 0.02% | 4,303 | 42 | 1.0% | $3,163 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $32.40万 | 0.02% | 26,153 | 12,240 | 88.0% | $15.17万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $32.39万 | 0.02% | 14,940 | 599 | 4.2% | $1.30万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $32.04万 | 0.02% | 3,742 | -99 | -2.6% | -$8,475 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $31.97万 | 0.02% | 5,467 | 318 | 6.2% | $1.86万 | 加仓 |
| SDY | SPDR SERIES TRUST | $31.96万 | 0.02% | 2,190 | 13 | 0.6% | $1,897 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $31.90万 | 0.02% | 18,525 | -3,816 | -17.1% | -$6.57万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $31.52万 | 0.02% | 650 | 650 | — | $31.52万 | 新建仓 |
| TGT | TARGET CORP | $31.42万 | 0.02% | 2,592 | 2,592 | — | $31.42万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $31.37万 | 0.02% | 13,510 | 335 | 2.5% | $7,779 | 加仓 |
| BG | BUNGE GLOBAL SA | $31.28万 | 0.02% | 2,459 | 132 | 5.7% | $1.68万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $30.88万 | 0.02% | 3,766 | 365 | 10.7% | $2.99万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $30.39万 | 0.02% | 4,843 | 4,843 | — | $30.39万 | 新建仓 |
| IWO | ISHARES TR | $30.14万 | 0.02% | 961 | 1 | 0.1% | $314 | 加仓 |
| CLX | CLOROX CO DEL | $30.05万 | 0.02% | 2,900 | 418 | 16.8% | $4.33万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.05万 | 0.02% | 767 | 767 | — | $30.05万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $30.04万 | 0.02% | 13,175 | 310 | 2.4% | $7,068 | 加仓 |
| GM | GENERAL MTRS CO | $30.01万 | 0.02% | 4,028 | -77 | -1.9% | -$5,736 | 减仓 |
| SPTS | SPDR SERIES TRUST | $29.69万 | 0.02% | 10,174 | 1 | 0.0% | $29 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $29.62万 | 0.02% | 8,834 | -54 | -0.6% | -$1,811 | 减仓 |
| SEIC | SEI INVTS CO | $29.50万 | 0.02% | 3,760 | 424 | 12.7% | $3.33万 | 加仓 |
| AMAT | APPLIED MATLS INC | $29.12万 | 0.02% | 852 | 65 | 8.3% | $2.22万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $29.09万 | 0.02% | 4,929 | 1,948 | 65.3% | $11.50万 | 加仓 |
| USB | US BANCORP | $28.71万 | 0.02% | 5,519 | 929 | 20.2% | $4.83万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $28.51万 | 0.02% | 2,519 | -13,265 | -84.0% | -$150.12万 | 减仓 |
| — | ISHARES ETHEREUM TR | $28.47万 | 0.02% | 17,983 | 580 | 3.3% | $9,182 | 加仓 |
| INTC | INTEL CORP | $28.46万 | 0.02% | 6,448 | 6,448 | — | $28.46万 | 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 |
| MTUM | ISHARES TR | $28.22万 | 0.02% | 1,176 | 1,176 | — | $28.22万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.22万 | 0.02% | 1,703 | -8 | -0.5% | -$1,326 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $28.21万 | 0.02% | 5,605 | 5,605 | — | $28.21万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $28.13万 | 0.02% | 12,061 | 12,061 | — | $28.13万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $27.96万 | 0.02% | 12,445 | 12,445 | — | $27.96万 | 新建仓 |
| HEWJ | ISHARES TR | $27.86万 | 0.02% | 4,951 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $27.68万 | 0.02% | 1,310 | 254 | 24.1% | $5.37万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $27.66万 | 0.02% | 2,964 | -117 | -3.8% | -$1.09万 | 减仓 |
| SBUX | STARBUCKS CORP | $27.51万 | 0.02% | 3,071 | -10,369 | -77.2% | -$92.90万 | 减仓 |
| APP | APPLOVIN CORP | $27.46万 | 0.02% | 690 | -549 | -44.3% | -$21.85万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $27.11万 | 0.02% | 7,767 | -85 | -1.1% | -$2,967 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $26.86万 | 0.02% | 3,088 | -3,864 | -55.6% | -$33.61万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $26.40万 | 0.02% | 5,682 | 1 | 0.0% | $46 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $26.36万 | 0.02% | 7,267 | -709 | -8.9% | -$2.57万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.18万 | 0.02% | 1,290 | -41 | -3.1% | -$8,322 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.08万 | 0.02% | 584 | 584 | — | $26.08万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $26.05万 | 0.02% | 956 | -39 | -3.9% | -$1.06万 | 减仓 |
| IBMQ | ISHARES TR | $25.56万 | 0.02% | 10,013 | 33 | 0.3% | $842 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $25.38万 | 0.02% | 12,781 | 1,031 | 8.8% | $2.05万 | 加仓 |
| IYW | ISHARES TR | $25.29万 | 0.02% | 1,394 | -11 | -0.8% | -$1,996 | 减仓 |
| EEM | ISHARES TR | $25.28万 | 0.02% | 4,451 | 0 | 0.0% | — | 不变 |
| CLOZ | SERIES PORTFOLIOS TR | $25.27万 | 0.02% | 9,850 | 9,850 | — | $25.27万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $25.23万 | 0.02% | 1,458 | 1,458 | — | $25.23万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $25.22万 | 0.02% | 5,174 | -35,487 | -87.3% | -$172.94万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $25.14万 | 0.02% | 4,949 | 4,949 | — | $25.14万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $25.02万 | 0.02% | 4,871 | 300 | 6.6% | $1.54万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $24.41万 | 0.02% | 1,309 | -22 | -1.7% | -$4,103 | 减仓 |
| SOXX | ISHARES TR | $24.24万 | 0.02% | 737 | 737 | — | $24.24万 | 新建仓 |
| NKE | NIKE INC | $23.95万 | 0.02% | 4,534 | -235 | -4.9% | -$1.24万 | 减仓 |