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 |
|---|---|---|---|---|---|---|---|---|
| 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 |