LeClair Wealth Partners LLC
DUBLIN OH · SEC CIK 0002056667
$2.89亿2026Q1 申报市值
103持仓数
62.6%前十大占比 · 第一大 11.7%
92 / 6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
PULS 新建仓+$3,389.19万
JCPB 新建仓+$2,132.89万
UITB 新建仓+$2,062.93万
XMHQ 新建仓+$2,014.09万
SPYM 新建仓+$1,851.48万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$1,066.82万
NVDA 减仓-$343.55万
MSFT 减仓-$318.66万
AMZN 减仓-$154.72万
JPM 减仓-$141.79万
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 |
|---|---|---|---|---|---|---|---|---|
| — | OXFORD SQUARE CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDLZ | MONDELEZ INTL INC | $20.84万 | 0.07% | 3,615 | 3,615 | — | $20.84万 | 新建仓 |
| IHI | ISHARES TR | $21.44万 | 0.07% | 4,019 | 4,019 | — | $21.44万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $22.08万 | 0.08% | 4,871 | 4,871 | — | $22.08万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $22.43万 | 0.08% | 1,286 | -19,695 | -93.9% | -$343.55万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $22.66万 | 0.08% | 1,631 | 1,631 | — | $22.66万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $22.76万 | 0.08% | 4,096 | 4,096 | — | $22.76万 | 新建仓 |
| — | PGIM ROCK ETF TR | $22.90万 | 0.08% | 7,569 | 7,569 | — | $22.90万 | 新建仓 |
| SMH | VANECK ETF TRUST | $24.11万 | 0.08% | 629 | 629 | — | $24.11万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $26.31万 | 0.09% | 3,108 | 3,108 | — | $26.31万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.64万 | 0.09% | 410 | 410 | — | $26.64万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $26.79万 | 0.09% | 30,938 | 30,938 | — | $26.79万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $27.00万 | 0.09% | 5,469 | 5,469 | — | $27.00万 | 新建仓 |
| — | PGIM ROCK ETF TR | $27.04万 | 0.09% | 9,098 | 9,098 | — | $27.04万 | 新建仓 |
| AMZN | AMAZON COM INC | $27.41万 | 0.09% | 1,316 | -7,429 | -85.0% | -$154.72万 | 减仓 |
| OUSA | ALPS ETF TR | $28.86万 | 0.10% | 5,183 | 5,183 | — | $28.86万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.02万 | 0.10% | 5,782 | 5,782 | — | $29.02万 | 新建仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $29.38万 | 0.10% | 8,728 | 8,728 | — | $29.38万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $29.42万 | 0.10% | 5,826 | 5,826 | — | $29.42万 | 新建仓 |
| APRW | AIM ETF PRODUCTS TRUST | $29.96万 | 0.10% | 8,468 | 8,468 | — | $29.96万 | 新建仓 |
| KO | COCA COLA CO | $30.28万 | 0.10% | 3,982 | 3,982 | — | $30.28万 | 新建仓 |
| SFLO | VICTORY PORTFOLIOS II | $30.60万 | 0.11% | 10,191 | 10,191 | — | $30.60万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $30.96万 | 0.11% | 12,108 | 12,108 | — | $30.96万 | 新建仓 |
| — | PGIM ROCK ETF TR | $31.08万 | 0.11% | 10,483 | 10,483 | — | $31.08万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $31.23万 | 0.11% | 7,253 | 7,253 | — | $31.23万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $31.59万 | 0.11% | 985 | 985 | — | $31.59万 | 新建仓 |
| IXUS | ISHARES TR | $31.84万 | 0.11% | 3,675 | 3,675 | — | $31.84万 | 新建仓 |
| GSSC | GOLDMAN SACHS ETF TR | $32.70万 | 0.11% | 4,387 | 4,387 | — | $32.70万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $32.73万 | 0.11% | 7,120 | 7,120 | — | $32.73万 | 新建仓 |
| BA | BOEING CO | $32.80万 | 0.11% | 1,648 | 311 | 23.3% | $6.19万 | 加仓 |
| XEL | XCEL ENERGY INC | $34.52万 | 0.12% | 4,346 | 4,346 | — | $34.52万 | 新建仓 |
| GLDM | WORLD GOLD TR | $34.63万 | 0.12% | 3,736 | 3,736 | — | $34.63万 | 新建仓 |
| AON | AON PLC | $34.65万 | 0.12% | 1,073 | -1,306 | -54.9% | -$42.17万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $36.20万 | 0.13% | 9,247 | 9,247 | — | $36.20万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $36.68万 | 0.13% | 1,277 | 1,277 | — | $36.68万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $36.72万 | 0.13% | 4,915 | 4,915 | — | $36.72万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $37.15万 | 0.13% | 2,969 | 2,969 | — | $37.15万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $38.05万 | 0.13% | 4,598 | 4,598 | — | $38.05万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $41.78万 | 0.14% | 7,015 | 7,015 | — | $41.78万 | 新建仓 |
| — | CALAMOS ETF TR | $42.11万 | 0.15% | 16,665 | 16,665 | — | $42.11万 | 新建仓 |
| PSEP | INNOVATOR ETFS TRUST | $44.02万 | 0.15% | 10,223 | 10,223 | — | $44.02万 | 新建仓 |
| — | CALAMOS ETF TR | $44.65万 | 0.15% | 16,552 | 16,552 | — | $44.65万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $45.15万 | 0.16% | 3,353 | 3,353 | — | $45.15万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $45.37万 | 0.16% | 9,765 | 9,765 | — | $45.37万 | 新建仓 |
| DECW | AIM ETF PRODUCTS TRUST | $45.65万 | 0.16% | 13,664 | 13,664 | — | $45.65万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $46.06万 | 0.16% | 1,566 | -4,821 | -75.5% | -$141.79万 | 减仓 |
| — | CALAMOS ETF TR | $46.06万 | 0.16% | 15,962 | 15,962 | — | $46.06万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $46.49万 | 0.16% | 9,301 | 9,301 | — | $46.49万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $46.54万 | 0.16% | 10,950 | 10,950 | — | $46.54万 | 新建仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $46.72万 | 0.16% | 9,698 | 9,698 | — | $46.72万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $47.74万 | 0.16% | 11,073 | 11,073 | — | $47.74万 | 新建仓 |
| — | PGIM ROCK ETF TR | $47.98万 | 0.17% | 15,826 | 15,826 | — | $47.98万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $57.07万 | 0.20% | 18,246 | 18,246 | — | $57.07万 | 新建仓 |
| MS | MORGAN STANLEY | $59.94万 | 0.21% | 3,642 | 3,642 | — | $59.94万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $64.48万 | 0.22% | 1,978 | 497 | 33.6% | $16.20万 | 加仓 |
| — | CALAMOS ETF TR | $64.72万 | 0.22% | 24,974 | 24,974 | — | $64.72万 | 新建仓 |
| SLV | ISHARES SILVER TR | $65.80万 | 0.23% | 9,656 | 9,656 | — | $65.80万 | 新建仓 |
| — | PGIM ROCK ETF TR | $73.74万 | 0.25% | 24,890 | 24,890 | — | $73.74万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $73.90万 | 0.26% | 3,459 | 3,459 | — | $73.90万 | 新建仓 |
| — | PGIM ROCK ETF TR | $75.73万 | 0.26% | 25,355 | 25,355 | — | $75.73万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $75.98万 | 0.26% | 3,672 | 3,672 | — | $75.98万 | 新建仓 |
| — | CALAMOS ETF TR | $78.41万 | 0.27% | 29,178 | 29,178 | — | $78.41万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $79.37万 | 0.27% | 14,368 | 14,368 | — | $79.37万 | 新建仓 |
| — | PGIM ROCK ETF TR | $80.98万 | 0.28% | 26,957 | 26,957 | — | $80.98万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $82.96万 | 0.29% | 3,491 | 3,491 | — | $82.96万 | 新建仓 |
| — | CALAMOS ETF TR | $83.18万 | 0.29% | 30,803 | 30,803 | — | $83.18万 | 新建仓 |
| SYK | STRYKER CORPORATION | $88.57万 | 0.31% | 2,695 | 2,695 | — | $88.57万 | 新建仓 |
| — | CALAMOS ETF TR | $102.24万 | 0.35% | 38,021 | 38,021 | — | $102.24万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $103.69万 | 0.36% | 4,242 | 2,979 | 235.9% | $72.82万 | 加仓 |
| F | FORD MTR CO | $104.68万 | 0.36% | 90,711 | 13,570 | 17.6% | $15.66万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $104.84万 | 0.36% | 34,866 | 34,866 | — | $104.84万 | 新建仓 |
| DTE | DTE ENERGY CO | $107.11万 | 0.37% | 7,325 | 7,325 | — | $107.11万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $110.59万 | 0.38% | 26,441 | 26,441 | — | $110.59万 | 新建仓 |
| — | PGIM ROCK ETF TR | $116.49万 | 0.40% | 39,619 | 39,619 | — | $116.49万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $118.22万 | 0.41% | 7,982 | 7,982 | — | $118.22万 | 新建仓 |
| AAPL | APPLE INC | $144.77万 | 0.50% | 5,704 | -42,033 | -88.1% | -$1,066.82万 | 减仓 |
| ETN | EATON CORP PLC | $146.32万 | 0.51% | 4,091 | 2,267 | 124.3% | $81.08万 | 加仓 |
| CMS | CMS ENERGY CORP | $155.72万 | 0.54% | 20,073 | 20,073 | — | $155.72万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $156.40万 | 0.54% | 35,052 | 35,052 | — | $156.40万 | 新建仓 |
| MSFT | MICROSOFT CORP | $160.11万 | 0.55% | 4,325 | -8,608 | -66.6% | -$318.66万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $162.30万 | 0.56% | 44,490 | 44,490 | — | $162.30万 | 新建仓 |
| — | PGIM ROCK ETF TR | $203.99万 | 0.70% | 70,321 | 70,321 | — | $203.99万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $214.14万 | 0.74% | 53,803 | 53,803 | — | $214.14万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $249.31万 | 0.86% | 62,171 | 62,171 | — | $249.31万 | 新建仓 |
| — | PGIM ROCK ETF TR | $372.26万 | 1.29% | 128,780 | 128,780 | — | $372.26万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $392.99万 | 1.36% | 37,173 | 37,173 | — | $392.99万 | 新建仓 |
| — | PGIM ROCK ETF TR | $486.31万 | 1.68% | 159,830 | 159,830 | — | $486.31万 | 新建仓 |
| PAPI | MORGAN STANLEY ETF TRUST | $531.23万 | 1.84% | 194,162 | 194,162 | — | $531.23万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $574.51万 | 1.99% | 8 | 8 | — | $574.51万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $581.77万 | 2.01% | 126,115 | 126,115 | — | $581.77万 | 新建仓 |
| UTES | ETFIS SER TR I | $599.55万 | 2.07% | 75,038 | 75,038 | — | $599.55万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $618.90万 | 2.14% | 122,289 | 122,289 | — | $618.90万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $663.80万 | 2.29% | 117,113 | 117,113 | — | $663.80万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $699.70万 | 2.42% | 291,785 | 291,785 | — | $699.70万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $702.61万 | 2.43% | 162,905 | 162,905 | — | $702.61万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $866.86万 | 3.00% | 223,764 | 223,764 | — | $866.86万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,617.83万 | 5.59% | 140,791 | 140,791 | — | $1,617.83万 | 新建仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $1,676.77万 | 5.79% | 329,166 | 329,166 | — | $1,676.77万 | 新建仓 |
| USVM | VICTORY PORTFOLIOS II | $1,809.28万 | 6.25% | 191,096 | 191,096 | — | $1,809.28万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $1,851.48万 | 6.40% | 241,897 | 241,897 | — | $1,851.48万 | 新建仓 |