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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -684,685 | -100.0% | -$3,389.19万 | 清仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -453,035 | -100.0% | -$2,132.89万 | 清仓 |
| UITB | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -438,763 | -100.0% | -$2,062.93万 | 清仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -194,843 | -100.0% | -$2,014.09万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -241,897 | -100.0% | -$1,851.48万 | 清仓 |
| USVM | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -191,096 | -100.0% | -$1,809.28万 | 清仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -329,166 | -100.0% | -$1,676.77万 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -140,791 | -100.0% | -$1,617.83万 | 清仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -223,764 | -100.0% | -$866.86万 | 清仓 |
| GSIE | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -162,905 | -100.0% | -$702.61万 | 清仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -291,785 | -100.0% | -$699.70万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -117,113 | -100.0% | -$663.80万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -122,289 | -100.0% | -$618.90万 | 清仓 |
| UTES | ETFIS SER TR I | $0 | 0.00% | 0 | -75,038 | -100.0% | -$599.55万 | 清仓 |
| PJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -126,115 | -100.0% | -$581.77万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -8 | -100.0% | -$574.51万 | 清仓 |
| PAPI | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -194,162 | -100.0% | -$531.23万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -159,830 | -100.0% | -$486.31万 | 清仓 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | -37,173 | -100.0% | -$392.99万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -128,780 | -100.0% | -$372.26万 | 清仓 |
| PFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -62,171 | -100.0% | -$249.31万 | 清仓 |
| PAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -53,803 | -100.0% | -$214.14万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -70,321 | -100.0% | -$203.99万 | 清仓 |
| JANW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -44,490 | -100.0% | -$162.30万 | 清仓 |
| PMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -35,052 | -100.0% | -$156.40万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -20,073 | -100.0% | -$155.72万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -7,982 | -100.0% | -$118.22万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -39,619 | -100.0% | -$116.49万 | 清仓 |
| PJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -26,441 | -100.0% | -$110.59万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -7,325 | -100.0% | -$107.11万 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -34,866 | -100.0% | -$104.84万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -38,021 | -100.0% | -$102.24万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -2,695 | -100.0% | -$88.57万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -30,803 | -100.0% | -$83.18万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,491 | -100.0% | -$82.96万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -26,957 | -100.0% | -$80.98万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -14,368 | -100.0% | -$79.37万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -29,178 | -100.0% | -$78.41万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -3,672 | -100.0% | -$75.98万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -25,355 | -100.0% | -$75.73万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -24,890 | -100.0% | -$73.74万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -9,656 | -100.0% | -$65.80万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -24,974 | -100.0% | -$64.72万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -3,642 | -100.0% | -$59.94万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -18,246 | -100.0% | -$57.07万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -15,826 | -100.0% | -$47.98万 | 清仓 |
| POCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -11,073 | -100.0% | -$47.74万 | 清仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -9,698 | -100.0% | -$46.72万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,950 | -100.0% | -$46.54万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,301 | -100.0% | -$46.49万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -15,962 | -100.0% | -$46.06万 | 清仓 |
| DECW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -13,664 | -100.0% | -$45.65万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -9,765 | -100.0% | -$45.37万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -3,353 | -100.0% | -$45.15万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -16,552 | -100.0% | -$44.65万 | 清仓 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,223 | -100.0% | -$44.02万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -16,665 | -100.0% | -$42.11万 | 清仓 |
| KBE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,015 | -100.0% | -$41.78万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,598 | -100.0% | -$38.05万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -2,969 | -100.0% | -$37.15万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,915 | -100.0% | -$36.72万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,108 | -100.0% | -$36.68万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,247 | -100.0% | -$36.20万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -3,736 | -100.0% | -$34.63万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -4,346 | -100.0% | -$34.52万 | 清仓 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,120 | -100.0% | -$32.73万 | 清仓 |
| GSSC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,387 | -100.0% | -$32.70万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -3,675 | -100.0% | -$31.84万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -985 | -100.0% | -$31.59万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -7,253 | -100.0% | -$31.23万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -10,483 | -100.0% | -$31.08万 | 清仓 |
| — | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -12,108 | -100.0% | -$30.96万 | 清仓 |
| SFLO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -10,191 | -100.0% | -$30.60万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,982 | -100.0% | -$30.28万 | 清仓 |
| APRW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -8,468 | -100.0% | -$29.96万 | 清仓 |
| MBWM | MERCANTILE BK CORP | $0 | 0.00% | 0 | -5,826 | -100.0% | -$29.42万 | 清仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -8,728 | -100.0% | -$29.38万 | 清仓 |
| OUSA | ALPS ETF TR | $0 | 0.00% | 0 | -5,183 | -100.0% | -$28.86万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -9,098 | -100.0% | -$27.04万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,469 | -100.0% | -$27.00万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -30,938 | -100.0% | -$26.79万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -410 | -100.0% | -$26.64万 | 清仓 |
| GSEW | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -3,108 | -100.0% | -$26.31万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -629 | -100.0% | -$24.11万 | 清仓 |
| — | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -7,569 | -100.0% | -$22.90万 | 清仓 |
| — | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,096 | -100.0% | -$22.76万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -1,631 | -100.0% | -$22.66万 | 清仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $0 | 0.00% | 0 | -4,871 | -100.0% | -$22.08万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -4,019 | -100.0% | -$21.44万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,615 | -100.0% | -$20.84万 | 清仓 |
| — | OXFORD SQUARE CAP CORP | $2.39万 | 0.01% | 18,122 | 0 | 0.0% | — | 重新持有 |
| — | 5E ADVANCED MATERIALS INC | $5.56万 | 0.03% | 40,000 | 10,000 | 33.3% | $1.39万 | 重新持有 |
| DRH | DIAMONDROCK HOSPITALITY CO | $19.28万 | 0.10% | 15,829 | 15,829 | — | $19.28万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.33万 | 0.11% | 512 | 512 | — | $20.33万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.34万 | 0.11% | 2,855 | 2,855 | — | $20.34万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.81万 | 0.11% | 511 | 511 | — | $20.81万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.36万 | 0.11% | 419 | 0 | 0.0% | — | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.41万 | 0.11% | 427 | 30 | 7.6% | $1.50万 | 重新持有 |
| DHI | D R HORTON INC | $21.74万 | 0.11% | 1,335 | 1,335 | — | $21.74万 | 新建仓 |
| ORCL | ORACLE CORP | $22.55万 | 0.12% | 1,538 | -93 | -5.7% | -$1.36万 | 重新持有 |