Leibman Financial Services, Inc.
LOUISVILLE NE · SEC CIK 0002006661
$1.36亿2026Q1 申报市值
49持仓数
38.3%前十大占比 · 第一大 9.0%
3 / 4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
BMY 新建仓+$405.79万
SFM 新建仓+$389.33万
CALM 新建仓+$264.05万
SE 加仓+$138.99万
MELI 加仓+$112.21万
2026Q1 卖出最多 按季末市值估算
ALB 减仓-$390.38万
USFR 减仓-$256.70万
FCX 减仓-$247.40万
CAVA 减仓-$243.65万
TECK 减仓-$84.66万
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -610 | -100.0% | -$34.95万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AES | AES CORP | $0 | 0.00% | 0 | -16,664 | -100.0% | -$23.90万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -449 | -100.0% | -$21.72万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,856 | -100.0% | -$20.99万 | 清仓 |
| PUBM | PUBMATIC INC | $13.33万 | 0.10% | 16,296 | -99,314 | -85.9% | -$81.24万 | 减仓 |
| UNP | UNION PAC CORP | $23.30万 | 0.17% | 960 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $61.28万 | 0.45% | 5,551 | -104 | -1.8% | -$1.15万 | 减仓 |
| PGNY | PROGYNY INC | $81.99万 | 0.60% | 48,287 | 1,852 | 4.0% | $3.14万 | 加仓 |
| DDOG | DATADOG INC | $107.84万 | 0.79% | 9,135 | 161 | 1.8% | $1.90万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $125.37万 | 0.92% | 33,159 | 415 | 1.3% | $1.57万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $128.07万 | 0.94% | 3,281 | 111 | 3.5% | $4.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.42万 | 0.99% | 1,359 | 141 | 11.6% | $14.05万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $141.97万 | 1.04% | 3,486 | 137 | 4.1% | $5.58万 | 加仓 |
| ALB | ALBEMARLE CORP | $144.60万 | 1.06% | 8,054 | -21,744 | -73.0% | -$390.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $167.68万 | 1.23% | 4,962 | -631 | -11.3% | -$21.32万 | 减仓 |
| PINS | PINTEREST INC | $170.31万 | 1.25% | 92,710 | 22,022 | 31.2% | $40.45万 | 加仓 |
| NXT | NEXTPOWER INC | $181.23万 | 1.33% | 15,034 | -3,035 | -16.8% | -$36.59万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $185.21万 | 1.36% | 506,025 | 125,591 | 33.0% | $45.97万 | 加仓 |
| CPRT | COPART INC | $187.53万 | 1.38% | 56,486 | 2,615 | 4.9% | $8.68万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $209.03万 | 1.53% | 45,031 | -4,266 | -8.7% | -$19.80万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $209.13万 | 1.54% | 65,334 | 4,611 | 7.6% | $14.76万 | 加仓 |
| DIS | DISNEY WALT CO | $213.86万 | 1.57% | 22,191 | -7,499 | -25.3% | -$72.27万 | 减仓 |
| OC | OWENS CORNING NEW | $216.07万 | 1.59% | 19,966 | 1,483 | 8.0% | $16.05万 | 加仓 |
| FSLR | FIRST SOLAR INC | $219.71万 | 1.61% | 11,138 | -134 | -1.2% | -$2.64万 | 减仓 |
| CPNG | COUPANG INC | $221.65万 | 1.63% | 117,399 | 44,566 | 61.2% | $84.14万 | 加仓 |
| URI | UNITED RENTALS INC | $224.60万 | 1.65% | 3,083 | 116 | 3.9% | $8.45万 | 加仓 |
| LOW | LOWES COS INC | $240.00万 | 1.76% | 10,157 | -368 | -3.5% | -$8.70万 | 减仓 |
| SE | SEA LTD | $246.33万 | 1.81% | 29,746 | 16,784 | 129.5% | $138.99万 | 加仓 |
| TTD | THE TRADE DESK INC | $246.58万 | 1.81% | 108,675 | 39,152 | 56.3% | $88.84万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $264.05万 | 1.94% | 33,407 | 33,407 | — | $264.05万 | 新建仓 |
| PLD | PROLOGIS INC. | $270.50万 | 1.99% | 20,465 | 219 | 1.1% | $2.89万 | 加仓 |
| GOOG | ALPHABET INC | $282.71万 | 2.08% | 9,854 | -2,419 | -19.7% | -$69.40万 | 减仓 |
| MELI | MERCADOLIBRE INC | $283.73万 | 2.08% | 1,641 | 649 | 65.4% | $112.21万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $294.13万 | 2.16% | 50,039 | -42,090 | -45.7% | -$247.40万 | 减仓 |
| CAVA | CAVA GROUP INC | $301.00万 | 2.21% | 37,207 | -30,117 | -44.7% | -$243.65万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $305.13万 | 2.24% | 19,930 | -2,272 | -10.2% | -$34.78万 | 减仓 |
| SMIN | ISHARES TR | $311.19万 | 2.28% | 51,900 | 3,244 | 6.7% | $19.45万 | 加仓 |
| AAPL | APPLE INC | $312.99万 | 2.30% | 12,333 | -63 | -0.5% | -$1.60万 | 减仓 |
| ILF | ISHARES TR | $313.61万 | 2.30% | 88,292 | 1,354 | 1.6% | $4.81万 | 加仓 |
| TGT | TARGET CORP | $318.88万 | 2.34% | 26,332 | 126 | 0.5% | $1.53万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $323.84万 | 2.38% | 4,449 | -57 | -1.3% | -$4.15万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $330.68万 | 2.43% | 9,679 | 241 | 2.6% | $8.23万 | 加仓 |
| AMZN | AMAZON COM INC | $386.22万 | 2.84% | 18,541 | -525 | -2.8% | -$10.94万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $389.33万 | 2.86% | 50,477 | 50,477 | — | $389.33万 | 新建仓 |
| TMUS | T-MOBILE US INC | $392.72万 | 2.88% | 18,698 | 2,569 | 15.9% | $53.96万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $405.79万 | 2.98% | 66,907 | 66,907 | — | $405.79万 | 新建仓 |
| DGS | WISDOMTREE TR | $406.08万 | 2.98% | 67,567 | 1,706 | 2.6% | $10.25万 | 加仓 |
| AMGN | AMGEN INC | $417.46万 | 3.07% | 11,865 | 76 | 0.6% | $2.67万 | 加仓 |
| TECK | TECK RESOURCES LTD | $428.17万 | 3.14% | 82,738 | -16,359 | -16.5% | -$84.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $450.83万 | 3.31% | 9,409 | 294 | 3.2% | $14.09万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $534.55万 | 3.92% | 53,530 | -5,566 | -9.4% | -$55.58万 | 减仓 |
| EPI | WISDOMTREE TR | $562.81万 | 4.13% | 137,944 | 5,957 | 4.5% | $24.30万 | 加仓 |
| USFR | WISDOMTREE TR | $1,230.81万 | 9.04% | 244,499 | -50,994 | -17.3% | -$256.70万 | 减仓 |