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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $23.93万 | 0.02% | 7,846 | -843 | -9.7% | -$2.57万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $23.93万 | 0.02% | 2,576 | 32 | 1.3% | $2,972 | 加仓 |
| UNP | UNION PAC CORP | $23.91万 | 0.02% | 986 | 986 | — | $23.91万 | 新建仓 |
| D | DOMINION ENERGY INC | $23.79万 | 0.02% | 3,848 | 149 | 4.0% | $9,212 | 加仓 |
| EIX | EDISON INTL | $23.68万 | 0.02% | 3,236 | 3,236 | — | $23.68万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $23.63万 | 0.02% | 1,025 | 1,025 | — | $23.63万 | 新建仓 |
| COWZ | PACER FDS TR | $23.52万 | 0.02% | 3,760 | 3,760 | — | $23.52万 | 新建仓 |
| — | WISDOMTREE TR | $23.40万 | 0.02% | 6,153 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $23.33万 | 0.02% | 2,138 | -634 | -22.9% | -$6.92万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $23.16万 | 0.02% | 2,874 | -1,529 | -34.7% | -$12.32万 | 重新持有 |
| POR | PORTLAND GEN ELEC CO | $22.77万 | 0.02% | 4,315 | 4,315 | — | $22.77万 | 新建仓 |
| — | AUTHID INC | $22.53万 | 0.02% | 173,302 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP | $22.43万 | 0.02% | 22,300 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $22.33万 | 0.02% | 6,314 | 6,314 | — | $22.33万 | 新建仓 |
| HYD | VANECK ETF TRUST | $22.21万 | 0.02% | 4,429 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $22.05万 | 0.02% | 4,203 | 4,203 | — | $22.05万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $21.75万 | 0.02% | 4,809 | 1,245 | 34.9% | $5.63万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $21.60万 | 0.02% | 7,202 | 322 | 4.7% | $9,656 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $21.55万 | 0.02% | 1,164 | 1,164 | — | $21.55万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.53万 | 0.02% | 1,348 | 1,348 | — | $21.53万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $21.35万 | 0.02% | 200 | 200 | — | $21.35万 | 新建仓 |
| WMB | WILLIAMS COS INC | $20.91万 | 0.02% | 2,873 | 2,873 | — | $20.91万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.85万 | 0.02% | 1,144 | 1,144 | — | $20.85万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $20.81万 | 0.02% | 1,050 | 1,050 | — | $20.81万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.78万 | 0.02% | 653 | 653 | — | $20.78万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $20.75万 | 0.02% | 4,532 | -6,430 | -58.7% | -$29.45万 | 减仓 |
| IWP | ISHARES TR | $20.74万 | 0.02% | 1,619 | -7 | -0.4% | -$897 | 减仓 |
| — | FLUSHING FINL CORP | $20.71万 | 0.02% | 13,486 | -475 | -3.4% | -$7,296 | 减仓 |
| KKR | KKR & CO INC | $20.68万 | 0.02% | 2,236 | -10,686 | -82.7% | -$98.83万 | 减仓 |
| BYD | BOYD GAMING CORP | $20.65万 | 0.01% | 2,513 | 2,513 | — | $20.65万 | 新建仓 |
| VLUE | ISHARES TR | $20.64万 | 0.01% | 1,452 | -69 | -4.5% | -$9,810 | 减仓 |
| NTR | NUTRIEN LTD | $20.54万 | 0.01% | 2,722 | 2,722 | — | $20.54万 | 新建仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $20.50万 | 0.01% | 3,000 | 3,000 | — | $20.50万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $20.45万 | 0.01% | 1,438 | 1,438 | — | $20.45万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $20.41万 | 0.01% | 4,474 | 5 | 0.1% | $228 | 加仓 |
| IAU | ISHARES GOLD TR | $20.31万 | 0.01% | 2,303 | 2,303 | — | $20.31万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $20.18万 | 0.01% | 1,881 | 1,881 | — | $20.18万 | 新建仓 |
| MKSI | MKS INC. | $20.11万 | 0.01% | 875 | 875 | — | $20.11万 | 新建仓 |
| VALE | VALE S A | $18.97万 | 0.01% | 11,924 | 11,924 | — | $18.97万 | 新建仓 |
| GPGI | GPGI INC | $18.67万 | 0.01% | 10,915 | 10,915 | — | $18.67万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $18.36万 | 0.01% | 10,822 | 313 | 3.0% | $5,312 | 加仓 |
| F | FORD MTR CO | $17.55万 | 0.01% | 15,208 | -880 | -5.5% | -$1.02万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $17.11万 | 0.01% | 10,000 | 10,000 | — | $17.11万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $15.00万 | 0.01% | 16,700 | 1,752 | 11.7% | $1.57万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $14.84万 | 0.01% | 17,000 | 61 | 0.4% | $533 | 加仓 |
| PATH | UIPATH INC | $12.74万 | 0.01% | 11,482 | -44,902 | -79.6% | -$49.84万 | 减仓 |
| HLN | HALEON PLC | $11.30万 | 0.01% | 11,292 | 296 | 2.7% | $2,963 | 加仓 |
| ABEV | AMBEV SA | $9.76万 | 0.01% | 33,412 | 238 | 0.7% | $695 | 加仓 |
| FATE | FATE THERAPEUTICS INC | $8.45万 | 0.01% | 70,439 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $6.82万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $6.26万 | 0.00% | 17,114 | -655 | -3.7% | -$2,397 | 减仓 |
| WIT | WIPRO LTD | $3.97万 | 0.00% | 18,723 | 1,967 | 11.7% | $4,170 | 加仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -131,450 | -100.0% | -$657.58万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -339,809 | -100.0% | -$235.49万 | 清仓 |
| IYK | ISHARES TR | $0 | 0.00% | 0 | -32,014 | -100.0% | -$214.24万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -172,713 | -100.0% | -$180.31万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -22,970 | -100.0% | -$150.48万 | 清仓 |
| IYZ | ISHARES TR | $0 | 0.00% | 0 | -28,418 | -100.0% | -$96.34万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -19,851 | -100.0% | -$81.93万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -34,991 | -100.0% | -$51.44万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -7,568 | -100.0% | -$50.73万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -4,548 | -100.0% | -$42.71万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -2,424 | -100.0% | -$42.54万 | 清仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,415 | -100.0% | -$42.04万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -5,096 | -100.0% | -$41.61万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -16,228 | -100.0% | -$39.35万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -3,486 | -100.0% | -$38.39万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -23,000 | -100.0% | -$35.10万 | 清仓 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -13,845 | -100.0% | -$34.54万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -7,848 | -100.0% | -$32.91万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -6,105 | -100.0% | -$31.06万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -4,185 | -100.0% | -$30.84万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -4,755 | -100.0% | -$30.58万 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -12,000 | -100.0% | -$30.58万 | 清仓 |
| FXY | INVESCO CURRENCYSHARES JAPAN | $0 | 0.00% | 0 | -5,187 | -100.0% | -$30.43万 | 清仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $0 | 0.00% | 0 | -2,066 | -100.0% | -$28.24万 | 清仓 |
| QHY | WISDOMTREE TR | $0 | 0.00% | 0 | -5,577 | -100.0% | -$25.90万 | 清仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -10,332 | -100.0% | -$24.49万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -2,670 | -100.0% | -$23.34万 | 清仓 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | -3,414 | -100.0% | -$23.06万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -2,727 | -100.0% | -$22.77万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,886 | -100.0% | -$21.46万 | 清仓 |
| GSIE | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,664 | -100.0% | -$20.03万 | 清仓 |
| — | PROFUSA INC | $0 | 0.00% | 0 | -149,092 | -100.0% | -$1.56万 | 清仓 |