Leslie Global Wealth, LLC
Itasca IL · SEC CIK 0001954832
$1.90亿2026Q1 申报市值
79持仓数
71.9%前十大占比 · 第一大 16.6%
8 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SLYV 加仓+$204.99万
SPEM 加仓+$92.06万
SPDW 加仓+$65.09万
GEV 新建仓+$27.15万
SPYV 加仓+$25.32万
2026Q1 卖出最多 按季末市值估算
JAAA 清仓-$2,756.57万
IAU 减仓-$137.84万
SPYM 减仓-$133.71万
IVW 减仓-$87.78万
IWM 减仓-$53.64万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $3,148.25万 | 16.59% | 321,545 | -4,541 | -1.4% | -$44.46万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,793.78万 | 14.72% | 493,776 | 4,475 | 0.9% | $25.32万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,653.34万 | 13.98% | 346,660 | -17,469 | -4.8% | -$133.71万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,149.70万 | 6.06% | 251,852 | 14,259 | 6.0% | $65.09万 | 加仓 |
| AAPL | APPLE INC | $733.22万 | 3.86% | 28,891 | -67 | -0.2% | -$1.70万 | 减仓 |
| IAU | ISHARES GOLD TR | $681.20万 | 3.59% | 77,269 | -15,635 | -16.8% | -$137.84万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $654.14万 | 3.45% | 135,376 | -22 | -0.0% | -$1,063 | 减仓 |
| WTV | WISDOMTREE TR | $649.63万 | 3.42% | 68,577 | -2,433 | -3.4% | -$23.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $606.85万 | 3.20% | 10,514 | -30 | -0.3% | -$1.73万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $571.61万 | 3.01% | 59,161 | -2,902 | -4.7% | -$28.04万 | 减仓 |
| QUAL | ISHARES TR | $504.21万 | 2.66% | 28,164 | -1,662 | -5.6% | -$29.75万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $491.81万 | 2.59% | 104,841 | 19,625 | 23.0% | $92.06万 | 加仓 |
| PFFV | GLOBAL X FDS | $348.60万 | 1.84% | 159,699 | -9,653 | -5.7% | -$21.07万 | 减仓 |
| IWM | ISHARES TR | $284.83万 | 1.50% | 11,485 | -2,163 | -15.8% | -$53.64万 | 减仓 |
| O | REALTY INCOME CORP | $250.94万 | 1.32% | 41,017 | -2,893 | -6.6% | -$17.70万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $233.40万 | 1.23% | 23,621 | 20,745 | 721.3% | $204.99万 | 加仓 |
| IVE | ISHARES TR | $207.48万 | 1.09% | 9,826 | -394 | -3.9% | -$8.32万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $199.65万 | 1.05% | 11,448 | 561 | 5.2% | $9.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $125.32万 | 0.66% | 1,927 | -669 | -25.8% | -$43.51万 | 减仓 |
| AMZN | AMAZON COM INC | $116.94万 | 0.62% | 5,615 | 21 | 0.4% | $4,374 | 加仓 |
| MSFT | MICROSOFT CORP | $112.90万 | 0.59% | 3,050 | 130 | 4.5% | $4.81万 | 加仓 |
| IWR | ISHARES TR | $111.10万 | 0.59% | 11,427 | 485 | 4.4% | $4.72万 | 加仓 |
| ORCL | ORACLE CORP | $84.94万 | 0.45% | 5,774 | 104 | 1.8% | $1.53万 | 加仓 |
| LLY | ELI LILLY & CO | $78.92万 | 0.42% | 858 | -4 | -0.5% | -$3,679 | 减仓 |
| AVGO | BROADCOM INC | $76.85万 | 0.41% | 2,483 | 114 | 4.8% | $3.53万 | 加仓 |
| IVW | ISHARES TR | $76.53万 | 0.40% | 6,766 | -7,761 | -53.4% | -$87.78万 | 减仓 |
| META | META PLATFORMS INC | $72.89万 | 0.38% | 1,274 | 31 | 2.5% | $1.77万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $71.82万 | 0.38% | 849 | 101 | 13.5% | $8.54万 | 加仓 |
| BAC | BANK AMERICA CORP | $70.80万 | 0.37% | 14,524 | -291 | -2.0% | -$1.42万 | 减仓 |
| GOOGL | ALPHABET INC | $68.53万 | 0.36% | 2,383 | 20 | 0.8% | $5,751 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $66.95万 | 0.35% | 4,049 | 19 | 0.5% | $3,141 | 加仓 |
| GOOG | ALPHABET INC | $66.90万 | 0.35% | 2,332 | -16 | -0.7% | -$4,590 | 减仓 |
| ABBV | ABBVIE INC | $63.92万 | 0.34% | 2,939 | -455 | -13.4% | -$9.90万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $57.72万 | 0.30% | 9,746 | 46 | 0.5% | $2,724 | 加仓 |
| NEE | NEXTERA ENERGY INC | $56.25万 | 0.30% | 6,056 | -162 | -2.6% | -$1.50万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $54.80万 | 0.29% | 23,497 | -6,335 | -21.2% | -$14.77万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $54.15万 | 0.29% | 9,927 | -5,774 | -36.8% | -$31.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.56万 | 0.27% | 1,076 | 36 | 3.5% | $1.73万 | 加仓 |
| — | EXXON MOBIL CORP | $49.68万 | 0.26% | 2,928 | 40 | 1.4% | $6,786 | 加仓 |
| URI | UNITED RENTALS INC | $49.61万 | 0.26% | 681 | -9 | -1.3% | -$6,557 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $48.03万 | 0.25% | 1,965 | 52 | 2.7% | $1.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $47.06万 | 0.25% | 9,374 | 69 | 0.7% | $3,464 | 加仓 |
| — | HONEYWELL INTL INC | $45.59万 | 0.24% | 2,017 | 26 | 1.3% | $5,877 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.71万 | 0.24% | 1,323 | 115 | 9.5% | $3.89万 | 加仓 |
| TSLA | TESLA INC | $41.00万 | 0.22% | 1,103 | -172 | -13.5% | -$6.39万 | 减仓 |
| WMT | WALMART INC | $40.83万 | 0.22% | 3,285 | -100 | -3.0% | -$1.24万 | 减仓 |
| ES | EVERSOURCE ENERGY | $40.51万 | 0.21% | 5,848 | -1,226 | -17.3% | -$8.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $38.27万 | 0.20% | 1,301 | 15 | 1.2% | $4,412 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $37.97万 | 0.20% | 9,667 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $35.96万 | 0.19% | 5,449 | 35 | 0.6% | $2,310 | 加仓 |
| MCD | MCDONALDS CORP | $33.81万 | 0.18% | 1,088 | 25 | 2.4% | $7,770 | 加仓 |
| RTX | RTX CORPORATION | $33.20万 | 0.17% | 1,721 | 14 | 0.8% | $2,701 | 加仓 |
| MA | MASTERCARD INCORPORATED | $33.18万 | 0.17% | 664 | -6 | -0.9% | -$2,998 | 减仓 |
| SO | SOUTHERN CO | $32.88万 | 0.17% | 3,407 | 172 | 5.3% | $1.66万 | 加仓 |
| CVX | CHEVRON CORPORATION | $32.84万 | 0.17% | 1,587 | -40 | -2.5% | -$8,276 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $32.57万 | 0.17% | 4,140 | 28 | 0.7% | $2,202 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $32.06万 | 0.17% | 949 | 19 | 2.0% | $6,419 | 加仓 |
| MRK | MERCK & CO INC | $28.99万 | 0.15% | 2,410 | -171 | -6.6% | -$2.06万 | 减仓 |
| GEV | GE VERNOVA INC | $27.15万 | 0.14% | 311 | 311 | — | $27.15万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.00万 | 0.14% | 2,060 | 9 | 0.4% | $1,180 | 重新持有 |
| CMI | CUMMINS INC | $26.90万 | 0.14% | 500 | -60 | -10.7% | -$3.23万 | 减仓 |
| GE | GE AEROSPACE | $26.82万 | 0.14% | 945 | 1 | 0.1% | $284 | 加仓 |
| ABT | ABBOTT LABORATORIES | $26.43万 | 0.14% | 2,574 | -230 | -8.2% | -$2.36万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.60万 | 0.13% | 1,056 | 19 | 1.8% | $4,605 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.29万 | 0.13% | 740 | 740 | — | $25.29万 | 新建仓 |
| ALL | ALLSTATE CORP | $23.68万 | 0.12% | 1,142 | 5 | 0.4% | $1,037 | 加仓 |
| AON | AON PLC | $23.37万 | 0.12% | 724 | 1 | 0.1% | $323 | 加仓 |
| NICE | NICE LTD | $23.14万 | 0.12% | 2,099 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.88万 | 0.12% | 757 | 14 | 1.9% | $4,231 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.62万 | 0.12% | 227 | -2 | -0.9% | -$1,993 | 重新持有 |
| T | AT&T INC | $22.50万 | 0.12% | 7,762 | 7,762 | — | $22.50万 | 新建仓 |
| HUBB | HUBBELL INC | $22.23万 | 0.12% | 453 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.15万 | 0.12% | 1,154 | 26 | 2.3% | $4,990 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.71万 | 0.11% | 1,067 | 55 | 5.4% | $1.12万 | 加仓 |
| NEM | NEWMONT CORP | $21.61万 | 0.11% | 1,996 | 1,996 | — | $21.61万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.28万 | 0.11% | 4,205 | 4,205 | — | $21.28万 | 新建仓 |
| SHEL | SHELL PLC | $20.75万 | 0.11% | 2,231 | 2,231 | — | $20.75万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.75万 | 0.11% | 971 | 971 | — | $20.75万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.47万 | 0.11% | 289 | 289 | — | $20.47万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -544,992 | -100.0% | -$2,756.57万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,255 | -100.0% | -$26.60万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,257 | -100.0% | -$22.34万 | 清仓 |