LeClair Wealth Partners LLC
DUBLIN OH · SEC CIK 0002056667
$1.93亿2026Q2 申报市值
132持仓数
43.4%前十大占比 · 第一大 9.3%
24 / 90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
AAPL 加仓+$1,192.18万
NVDA 加仓+$340.14万
MSFT 加仓+$308.34万
AMZN 加仓+$188.76万
FIW 新建仓+$179.18万
2026Q2 卖出最多 按季末市值估算
PULS 清仓-$3,389.19万
JCPB 清仓-$2,132.89万
UITB 清仓-$2,062.93万
XMHQ 清仓-$2,014.09万
SPYM 清仓-$1,851.48万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BSCX | INVESCO EXCH TRD SLF IDX FD | $245.70万 | 1.27% | 116,695 | 5,717 | 5.2% | $12.04万 | 重新持有 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $245.81万 | 1.27% | 120,082 | 7,550 | 6.7% | $15.45万 | 重新持有 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $247.17万 | 1.28% | 150,853 | 7,112 | 4.9% | $11.65万 | 重新持有 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $247.29万 | 1.28% | 120,571 | 5,728 | 5.0% | $11.75万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $292.05万 | 1.51% | 5,836 | -19 | -0.3% | -$9,508 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $298.12万 | 1.54% | 12,599 | -484 | -3.7% | -$11.45万 | 重新持有 |
| WOR | WORTHINGTON ENTERPRISES INC | $313.03万 | 1.62% | 58,227 | -315 | -0.5% | -$1.69万 | 重新持有 |
| AVGO | BROADCOM INC | $323.86万 | 1.68% | 8,573 | -612 | -6.7% | -$23.12万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $365.87万 | 1.90% | 18,285 | 16,999 | 1,321.9% | $340.14万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $371.25万 | 1.92% | 78,654 | -666 | -0.8% | -$3.14万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $424.31万 | 2.20% | 5,762 | -48 | -0.8% | -$3.53万 | 重新持有 |
| CTAS | CINTAS CORP | $428.90万 | 2.22% | 25,218 | -1,845 | -6.8% | -$31.38万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $447.43万 | 2.32% | 4,574 | -84 | -1.8% | -$8.22万 | 重新持有 |
| MSFT | MICROSOFT CORP | $469.67万 | 2.43% | 12,591 | 8,266 | 191.1% | $308.34万 | 加仓 |
| GOOGL | ALPHABET INC | $488.67万 | 2.53% | 13,674 | -163 | -1.2% | -$5.83万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $501.26万 | 2.60% | 21,504 | -90 | -0.4% | -$2.10万 | 重新持有 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $649.23万 | 3.36% | 80,093 | -23,180 | -22.4% | -$187.90万 | 重新持有 |
| JAAA | JANUS DETROIT STR TR | $694.33万 | 3.60% | 137,519 | 9,075 | 7.1% | $45.82万 | 重新持有 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $844.85万 | 4.38% | 231,275 | -35,225 | -13.2% | -$128.68万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $1,141.59万 | 5.91% | 52,383 | -3,138 | -5.7% | -$68.39万 | 重新持有 |
| AAPL | APPLE INC | $1,357.23万 | 7.03% | 46,905 | 41,201 | 722.3% | $1,192.18万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1,792.12万 | 9.28% | 410,941 | 12,487 | 3.1% | $54.46万 | 重新持有 |