13F 机构持仓

LeClair Wealth Partners LLC

DUBLIN OH · SEC CIK 0002056667

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FIXD 9.3%
AAPL 7.0%
VTV 5.9%
BUFR 4.4%
JAAA 3.6%
RDVY 3.4%
WSM 2.6%
GOOGL 2.5%
MSFT 2.4%
PH 2.3%

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
FIXD FIRST TR EXCHNG TRADED FD VI $1,792.12万9.28%410,941 12,4873.1% $54.46万 重新持有
AAPL APPLE INC $1,357.23万7.03%46,905 41,201722.3% $1,192.18万 加仓
VTV VANGUARD INDEX FDS $1,141.59万5.91%52,383 -3,138-5.7% -$68.39万 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
JAAA JANUS DETROIT STR TR $694.33万3.60%137,519 9,0757.1% $45.82万 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
WSM WILLIAMS SONOMA INC $501.26万2.60%21,504 -90-0.4% -$2.10万 重新持有
GOOGL ALPHABET INC $488.67万2.53%13,674 -163-1.2% -$5.83万 重新持有
MSFT MICROSOFT CORP $469.67万2.43%12,591 8,266191.1% $308.34万 加仓
PH PARKER-HANNIFIN CORP $447.43万2.32%4,574 -84-1.8% -$8.22万 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
QQQ INVESCO QQQ TR $424.31万2.20%5,762 -48-0.8% -$3.53万 重新持有
CGGR CAPITAL GROUP GROWTH ETF $371.25万1.92%78,654 -666-0.8% -$3.14万 重新持有
NVDA NVIDIA CORPORATION $365.87万1.90%18,285 16,9991,321.9% $340.14万 加仓
AVGO BROADCOM INC $323.86万1.68%8,573 -612-6.7% -$23.12万 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
VIG VANGUARD SPECIALIZED FUNDS $298.12万1.54%12,599 -484-3.7% -$11.45万 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
BSCW INVESCO EXCH TRD SLF IDX FD $247.29万1.28%120,571 5,7285.0% $11.75万 重新持有
BSCV INVESCO EXCH TRD SLF IDX FD $247.17万1.28%150,853 7,1124.9% $11.65万 重新持有
BSCZ INVESCO EXCH TRD SLF IDX FD $245.81万1.27%120,082 7,5506.7% $15.45万 重新持有
BSCX INVESCO EXCH TRD SLF IDX FD $245.70万1.27%116,695 5,7175.2% $12.04万 重新持有
BSCY INVESCO EXCH TRD SLF IDX FD $245.55万1.27%118,822 5,7235.1% $11.83万 重新持有
— EXXON MOBIL CORP $236.55万1.23%17,302 150.1% $2,051 重新持有
SDVY FIRST TR EXCHANGE TRADED FD $223.05万1.16%51,705 -737-1.4% -$3.18万 重新持有
MRK MERCK & CO INC $221.72万1.15%17,254 1220.7% $1.57万 重新持有
AMZN AMAZON COM INC $220.13万1.14%9,236 7,920601.8% $188.76万 加仓
JPM JPMORGAN CHASE & CO $208.81万1.08%6,379 4,813307.3% $157.55万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $204.59万1.06%17,809 -218-1.2% -$2.50万 重新持有
WS WORTHINGTON STL INC $198.69万1.03%59,170 8561.5% $2.87万 重新持有
FIW FIRST TR EXCHANGE-TRADED FD $179.18万0.93%16,360 16,360— $179.18万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $168.11万0.87%8,767 8,767— $168.11万 新建仓
EMLP FIRST TR EXCHANGE-TRADED FD $165.66万0.86%38,084 38,084— $165.66万 新建仓
SETM SPROTT FDS TR $149.07万0.77%47,839 47,839— $149.07万 新建仓
GOOG ALPHABET INC $137.24万0.71%3,884 -223-5.4% -$7.88万 重新持有
— SILVER BOW MNG CORP $120.48万0.62%178,230 178,230— $120.48万 新建仓
MU MICRON TECHNOLOGY INC $118.54万0.61%1,027 11913.1% $13.74万 重新持有
META META PLATFORMS INC $115.88万0.60%2,057 -6-0.3% -$3,380 重新持有
XLK SELECT SECTOR SPDR TR $113.28万0.59%5,946 00.0% — 重新持有
F FORD MTR CO $107.24万0.56%77,150 -13,561-14.9% -$18.85万 减仓
HD HOME DEPOT INC $101.84万0.53%2,888 50.2% $1,763 重新持有
V VISA INC $100.37万0.52%2,925 -55-1.8% -$1.89万 重新持有
CINF CINCINNATI FINL CORP $98.55万0.51%5,323 -19-0.4% -$3,518 重新持有
EMR EMERSON ELEC CO $97.99万0.51%6,845 -9-0.1% -$1,288 重新持有
VSXY VICTORIAS SECRET AND CO $96.54万0.50%11,565 00.0% — 重新持有
XLI SELECT SECTOR SPDR TR $87.98万0.46%4,750 00.0% — 重新持有
AMD ADVANCED MICRO DEVICES INC $87.75万0.45%1,511 20.1% $1,161 重新持有
TT TRANE TECHNOLOGIES PLC $87.40万0.45%1,779 -7-0.4% -$3,439 重新持有
MPC MARATHON PETE CORP $86.59万0.45%3,387 -476-12.3% -$12.17万 重新持有
TSLA TESLA INC $84.68万0.44%2,013 -19-0.9% -$7,992 重新持有
LLY ELI LILLY & CO $84.46万0.44%704 243.5% $2.88万 重新持有
FEMS FIRST TR EXCH TRD ALPHDX FD $83.54万0.43%18,295 -118-0.6% -$5,388 重新持有
ETN EATON CORP PLC $79.35万0.41%1,862 -2,229-54.5% -$95.00万 减仓
AON AON PLC $78.76万0.41%2,374 1,301121.2% $43.16万 加仓
COST COSTCO WHOLESALE CORPORATION $69.91万0.36%747 -1-0.1% -$936 重新持有
FTCS FIRST TR EXCHANGE-TRADED FD $69.09万0.36%7,356 -267-3.5% -$2.51万 重新持有
TJX TJX COS INC NEW $65.90万0.34%4,350 -16-0.4% -$2,424 重新持有
WMT WALMART INC $64.04万0.33%5,654 891.6% $1.01万 重新持有
TXN TEXAS INSTRS INC $63.23万0.33%2,121 20.1% $596 重新持有
KLAC KLA CORP $58.48万0.30%1,938 1,747914.7% $52.71万 重新持有
CSCO CISCO SYS INC $58.31万0.30%4,964 2926.2% $3.43万 重新持有
BMY BRISTOL-MYERS SQUIBB CO $57.17万0.30%9,922 2863.0% $1.65万 重新持有
FVD FIRST TR EXCHANGE-TRADED FD $57.01万0.30%11,832 -97-0.8% -$4,673 重新持有
PSEC PROSPECT CAP CORP $55.22万0.29%239,061 -57-0.0% -$132 重新持有
INTC INTEL CORP $51.76万0.27%3,707 3,707— $51.76万 新建仓
CB CHUBB LIMITED $50.63万0.26%1,486 -492-24.9% -$16.76万 减仓
CAT CATERPILLAR INC $50.18万0.26%471 265.8% $2.77万 重新持有
AMAT APPLIED MATLS INC $45.37万0.24%628 628— $45.37万 新建仓
LRCX LAM RESEARCH CORP $45.03万0.23%1,039 -2,420-70.0% -$104.89万 减仓
UNH UNITEDHEALTH GROUP INC $44.23万0.23%1,064 15917.6% $6.61万 重新持有
NEE NEXTERA ENERGY INC $43.92万0.23%5,003 2605.5% $2.28万 重新持有
MSI MOTOROLA SOLUTIONS INC $42.85万0.22%1,032 90.9% $3,737 重新持有
ALL ALLSTATE CORP $42.16万0.22%1,772 17110.7% $4.07万 重新持有
AEP AMERICAN ELEC PWR CO INC $41.58万0.22%3,039 1655.7% $2.26万 重新持有
GE GE AEROSPACE $41.29万0.21%1,105 20122.2% $7.51万 重新持有
MFIC MIDCAP FINANCIAL INVSTMNT CO $41.21万0.21%40,885 00.0% — 重新持有
BX BLACKSTONE INC $39.46万0.20%3,353 952.9% $1.12万 重新持有
ARCC ARES CAPITAL CORP $39.07万0.20%21,087 00.0% — 重新持有
QCOM QUALCOMM INC $38.98万0.20%2,109 -26-1.2% -$4,805 重新持有
ABBV ABBVIE INC $38.52万0.20%1,531 1289.1% $3.22万 重新持有
ORLY OREILLY AUTOMOTIVE INC $38.37万0.20%4,167 120.3% $1,105 重新持有
KEYS KEYSIGHT TECHNOLOGIES INC $38.02万0.20%1,086 80.7% $2,801 重新持有
PG PROCTER & GAMBLE CO $37.17万0.19%2,535 -114-4.3% -$1.67万 重新持有
SNDK SANDISK CORP $35.92万0.19%158 158— $35.92万 新建仓
ROK ROCKWELL AUTOMATION INC $34.41万0.18%695 71.0% $3,466 重新持有
BAC BANK OF AMER CORP $34.36万0.18%6,030 -67-1.1% -$3,818 重新持有
GEV GE VERNOVA INC $34.20万0.18%291 291— $34.20万 新建仓
JNJ JOHNSON & JOHNSON $33.91万0.18%1,335 -2,907-68.5% -$73.83万 减仓
PSX PHILLIPS 66 $33.89万0.18%2,005 130.7% $2,198 重新持有
HAL HALLIBURTON CO $33.36万0.17%9,825 240.2% $815 重新持有
RTX RTX CORPORATION $32.92万0.17%1,735 19112.4% $3.62万 重新持有
MA MASTERCARD INCORPORATED $32.90万0.17%641 111.7% $5,646 重新持有
BA BOEING CO $32.74万0.17%1,512 -136-8.3% -$2.94万 减仓
NFLX NETFLIX INC. $32.49万0.17%4,551 1112.5% $7,925 重新持有
CVS CVS HEALTH CORP $31.37万0.16%3,032 1475.1% $1.52万 重新持有
DVN DEVON ENERGY CORP NEW $30.65万0.16%7,417 7,417— $30.65万 新建仓
EW EDWARDS LIFESCIENCES CORP $30.64万0.16%3,387 2317.3% $2.09万 重新持有
MRSH MARSH & MCLENNAN COS INC $30.37万0.16%1,822 20.1% $333 重新持有
ETR ENTERGY CORP NEW $29.82万0.15%2,596 29412.8% $3.38万 重新持有
UNP UNION PAC CORP $29.59万0.15%1,088 -6-0.5% -$1,632 重新持有