Leibman Financial Services, Inc.
LOUISVILLE NE · SEC CIK 0002006661
$1.50亿2026Q2 申报市值
46持仓数
42.0%前十大占比 · 第一大 13.2%
3 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
USFR 加仓+$754.00万
DUOL 新建仓+$278.60万
SMPL 新建仓+$268.89万
EMBJ 新建仓+$256.32万
SE 加仓+$134.83万
2026Q2 卖出最多 按季末市值估算
LULU 清仓-$305.13万
CAVA 清仓-$301.00万
FCX 减仓-$262.73万
TTD 清仓-$246.58万
LOW 减仓-$196.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -19,930 | -100.0% | -$305.13万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -37,207 | -100.0% | -$301.00万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -108,675 | -100.0% | -$246.58万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -3,486 | -100.0% | -$141.97万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -48,287 | -100.0% | -$81.99万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -960 | -100.0% | -$23.30万 | 清仓 |
| PUBM | PUBMATIC INC | $0 | 0.00% | 0 | -16,296 | -100.0% | -$13.33万 | 清仓 |
| DE | DEERE & CO | $20.43万 | 0.14% | 322 | -344 | -51.7% | -$21.82万 | 重新持有 |
| LOW | LOWES COS INC | $27.72万 | 0.18% | 1,258 | -8,899 | -87.6% | -$196.11万 | 减仓 |
| SHV | ISHARES TR | $48.43万 | 0.32% | 4,389 | -1,162 | -20.9% | -$12.82万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $51.91万 | 0.35% | 8,256 | -41,783 | -83.5% | -$262.73万 | 减仓 |
| ALB | ALBEMARLE CORP | $111.64万 | 0.74% | 8,268 | 214 | 2.7% | $2.89万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $117.90万 | 0.78% | 23,944 | -9,215 | -27.8% | -$45.37万 | 减仓 |
| NXT | NEXTPOWER INC | $140.25万 | 0.93% | 11,772 | -3,262 | -21.7% | -$38.86万 | 减仓 |
| CPRT | COPART INC | $193.54万 | 1.29% | 68,656 | 12,170 | 21.5% | $34.31万 | 加仓 |
| CPNG | COUPANG INC | $213.48万 | 1.42% | 122,902 | 5,503 | 4.7% | $9.56万 | 加仓 |
| DIS | DISNEY WALT CO | $217.21万 | 1.44% | 22,572 | 381 | 1.7% | $3.67万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $220.62万 | 1.47% | 586,752 | 80,727 | 16.0% | $30.35万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $224.75万 | 1.49% | 4,706 | -256 | -5.2% | -$12.23万 | 减仓 |
| DDOG | DATADOG INC | $230.91万 | 1.54% | 8,869 | -266 | -2.9% | -$6.93万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $232.39万 | 1.54% | 68,351 | 3,017 | 4.6% | $10.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $235.14万 | 1.56% | 2,514 | 1,155 | 85.0% | $108.03万 | 加仓 |
| PINS | PINTEREST INC | $240.66万 | 1.60% | 114,435 | 21,725 | 23.4% | $45.69万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $242.19万 | 1.61% | 3,174 | -107 | -3.3% | -$8.16万 | 减仓 |
| ILF | ISHARES TR | $242.39万 | 1.61% | 71,820 | -16,472 | -18.7% | -$55.59万 | 减仓 |
| EMBJ | EMBRAER S.A. | $256.32万 | 1.70% | 40,176 | 40,176 | — | $256.32万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $268.58万 | 1.79% | 50,818 | 5,787 | 12.9% | $30.58万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $268.89万 | 1.79% | 202,479 | 202,479 | — | $268.89万 | 新建仓 |
| TGT | TARGET CORP | $272.91万 | 1.81% | 20,895 | -5,437 | -20.6% | -$71.01万 | 减仓 |
| FSLR | FIRST SOLAR INC | $274.38万 | 1.82% | 11,628 | 490 | 4.4% | $11.56万 | 加仓 |
| PLD | PROLOGIS INC. | $275.26万 | 1.83% | 20,319 | -146 | -0.7% | -$1.98万 | 减仓 |
| DUOL | DUOLINGO INC | $278.60万 | 1.85% | 24,222 | 24,222 | — | $278.60万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $280.70万 | 1.87% | 34,844 | 1,437 | 4.3% | $11.58万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $282.60万 | 1.88% | 3,556 | -893 | -20.1% | -$70.97万 | 减仓 |
| OC | OWENS CORNING NEW | $328.66万 | 2.18% | 20,676 | 710 | 3.6% | $11.29万 | 加仓 |
| MELI | MERCADOLIBRE INC | $329.39万 | 2.19% | 1,941 | 300 | 18.3% | $50.91万 | 加仓 |
| TMUS | T-MOBILE US INC | $336.59万 | 2.24% | 20,067 | 1,369 | 7.3% | $22.96万 | 加仓 |
| URI | UNITED RENTALS INC | $344.82万 | 2.29% | 3,044 | -39 | -1.3% | -$4.42万 | 减仓 |
| AAPL | APPLE INC | $349.42万 | 2.32% | 12,076 | -257 | -2.1% | -$7.44万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $364.86万 | 2.43% | 11,063 | 1,384 | 14.3% | $45.64万 | 加仓 |
| SMIN | ISHARES TR | $383.80万 | 2.55% | 54,262 | 2,362 | 4.6% | $16.71万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $397.62万 | 2.64% | 69,007 | 2,100 | 3.1% | $12.10万 | 加仓 |
| AMGN | AMGEN INC | $418.82万 | 2.78% | 11,566 | -299 | -2.5% | -$10.83万 | 减仓 |
| SE | SEA LTD | $419.89万 | 2.79% | 43,816 | 14,070 | 47.3% | $134.83万 | 加仓 |
| AMZN | AMAZON COM INC | $420.73万 | 2.80% | 17,653 | -888 | -4.8% | -$21.16万 | 减仓 |
| TECK | TECK RESOURCES LTD | $421.28万 | 2.80% | 70,851 | -11,887 | -14.4% | -$70.68万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $437.37万 | 2.91% | 51,711 | 1,234 | 2.4% | $10.44万 | 加仓 |
| GOOG | ALPHABET INC | $447.38万 | 2.97% | 12,662 | 2,808 | 28.5% | $99.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $487.31万 | 3.24% | 9,746 | 337 | 3.6% | $16.85万 | 加仓 |
| DGS | WISDOMTREE TR | $520.05万 | 3.46% | 80,367 | 12,800 | 18.9% | $82.83万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $563.29万 | 3.74% | 54,662 | 1,132 | 2.1% | $11.67万 | 加仓 |
| EPI | WISDOMTREE TR | $616.89万 | 4.10% | 144,201 | 6,257 | 4.5% | $26.77万 | 加仓 |
| USFR | WISDOMTREE TR | $1,985.05万 | 13.20% | 394,250 | 149,751 | 61.2% | $754.00万 | 加仓 |