13F 机构持仓

LeConte Wealth Management, LLC

Maryville TN · SEC CIK 0002060443

2026Q22026Q1 更早 9 个季度 🔒
$1.55亿2026Q1 申报市值
152持仓数
48.5%前十大占比 · 第一大 12.0%
25 / 10新建仓 / 清仓
申报市值走势$1.84亿2026Q2
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

RSP 12.0%
AGG 6.9%
VCLT 5.8%
QQQE 4.1%
IJH 3.9%
SCHY 3.5%
NVDA 3.4%
INVESCO ADVANT 3.3%
AAPL 2.9%
VGLT 2.6%

2026Q1 买入最多 按季末市值估算

VOT 加仓+$224.18万
NLR 新建仓+$165.40万
ABBV 加仓+$101.92万
AGG 加仓+$76.11万
DUK 新建仓+$49.88万

2026Q1 卖出最多 按季末市值估算

RSP 减仓-$335.96万
IJH 减仓-$117.21万
SCHY 减仓-$111.32万
QQQE 减仓-$92.62万
MSFT 减仓-$53.42万

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
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
COIN COINBASE GLOBAL INC $00.00%0 -1,217-100.0% -$27.52万 清仓
SPGI S&P GLOBAL INC $00.00%0 -511-100.0% -$26.70万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -3,267-100.0% -$26.69万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -1,374-100.0% -$25.50万 清仓
INTU INTUIT $00.00%0 -375-100.0% -$24.84万 清仓
RBLX ROBLOX CORP $00.00%0 —— — 申报中断
TDG TRANSDIGM GROUP INC $00.00%0 -181-100.0% -$24.07万 清仓
ZS ZSCALER INC $00.00%0 -1,048-100.0% -$23.57万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -948-100.0% -$22.98万 清仓
APP APPLOVIN CORP $00.00%0 -338-100.0% -$22.78万 清仓
MMM 3M CO $00.00%0 —— — 申报中断
VUG VANGUARD INDEX FDS $00.00%0 —— — 申报中断
SNOW SNOWFLAKE INC $00.00%0 -932-100.0% -$20.44万 清仓
ALLT ALLOT LTD $00.00%0 —— — 申报中断
BB BLACKBERRY LTD $4.77万0.03%14,734 -3,029-17.1% -$9,814 减仓
NABL N-ABLE INC $4.96万0.03%10,626 10,626— $4.96万 新建仓
EU ENCORE ENERGY CORP $8.91万0.06%49,517 49,517— $8.91万 新建仓
TLS TELOS CORP MD $12.99万0.08%31,002 4,35716.4% $1.83万 加仓
UEC URANIUM ENERGY CORP $13.59万0.09%10,070 10,070— $13.59万 新建仓
DNN DENISON MINES CORP $14.53万0.09%41,173 41,173— $14.53万 新建仓
NXE NEXGEN ENERGY LTD $16.84万0.11%14,521 14,521— $16.84万 新建仓
UUUU ENERGY FUELS INC $19.06万0.12%10,445 10,445— $19.06万 新建仓
PSX PHILLIPS 66 $20.02万0.13%1,099 1,099— $20.02万 新建仓
SMR NUSCALE PWR CORP $20.20万0.13%18,637 18,637— $20.20万 新建仓
SBUX STARBUCKS CORP $20.23万0.13%2,258 2,258— $20.23万 新建仓
COP CONOCOPHILLIPS $20.39万0.13%1,545 1,545— $20.39万 新建仓
KLAC KLA CORP $20.47万0.13%139 139— $20.47万 新建仓
UNP UNION PAC CORP $20.55万0.13%847 847— $20.55万 新建仓
INTC INTEL CORP $20.79万0.13%4,711 4,711— $20.79万 新建仓
SCHW SCHWAB CHARLES CORP $21.00万0.14%2,234 1306.2% $1.22万 加仓
BKNG BOOKING HOLDINGS INC $21.06万0.14%50 -9-15.3% -$3.79万 减仓
BA BOEING CO $21.06万0.14%1,058 959.9% $1.89万 加仓
— HONEYWELL INTL INC $21.09万0.14%933 933— $21.09万 新建仓
AXP AMERICAN EXPRESS CO $22.02万0.14%728 -5-0.7% -$1,512 减仓
TMO THERMO FISHER SCIENTIFIC INC $22.07万0.14%449 255.9% $1.23万 加仓
NEM NEWMONT CORP $22.20万0.14%2,051 -2-0.1% -$217 减仓
CACI CACI INTL INC $22.24万0.14%409 123.0% $6,526 加仓
MPWR MONOLITHIC PWR SYS INC $22.30万0.14%204 204— $22.30万 新建仓
HLT HILTON WORLDWIDE HLDGS INC $22.32万0.14%734 344.9% $1.03万 加仓
DASH DOORDASH INC $22.36万0.14%1,489 -128-7.9% -$1.92万 减仓
MDT MEDTRONIC PLC $22.58万0.15%2,606 -149-5.4% -$1.29万 减仓
PH PARKER-HANNIFIN CORP $22.83万0.15%255 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $22.98万0.15%2,001 2,001— $22.98万 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC $23.00万0.15%695 9115.1% $3.01万 加仓
CCJ CAMECO CORP $23.22万0.15%2,138 2,138— $23.22万 新建仓
MRVL MARVELL TECHNOLOGY INC $23.45万0.15%2,368 2,368— $23.45万 新建仓
XYZ BLOCK INC $23.46万0.15%3,898 41511.9% $2.50万 加仓
LOW LOWES COS INC $23.47万0.15%993 414.3% $9,689 加仓
LDOS LEIDOS HOLDINGS INC $23.73万0.15%1,526 -229-13.0% -$3.56万 减仓
CRM SALESFORCE INC $23.88万0.15%1,279 44553.4% $8.31万 加仓
AEP AMERICAN ELEC PWR CO INC $23.90万0.15%1,823 191.1% $2,491 加仓
LIN LINDE PLC $24.04万0.16%485 -30-5.8% -$1.49万 重新持有
OKLO OKLO INC $24.27万0.16%4,895 2,21482.6% $10.98万 重新持有
CVNA CARVANA CO $24.30万0.16%773 19433.5% $6.10万 加仓
PNC PNC FINL SVCS GROUP INC $24.47万0.16%1,176 443.9% $9,156 加仓
CMI CUMMINS INC $24.80万0.16%461 51.1% $2,690 加仓
VZ VERIZON COMMUNICATIONS INC $25.91万0.17%5,161 -126-2.4% -$6,325 减仓
MO ALTRIA GROUP INC $26.15万0.17%3,962 -354-8.2% -$2.34万 减仓
YUM YUM BRANDS INC $26.48万0.17%1,703 1,703— $26.48万 新建仓
DIS DISNEY WALT CO $26.64万0.17%2,764 -12-0.4% -$1,157 减仓
GEV GE VERNOVA INC $26.71万0.17%306 306— $26.71万 新建仓
AMGN AMGEN INC $26.74万0.17%760 527.3% $1.83万 加仓
LEU CENTRUS ENERGY CORP $27.06万0.17%1,559 1,559— $27.06万 新建仓
TJX TJX COS INC NEW $27.20万0.18%1,703 895.5% $1.42万 加仓
IDXX IDEXX LABS INC $27.36万0.18%487 378.2% $2.08万 加仓
ETN EATON CORP PLC $27.40万0.18%766 10816.4% $3.86万 加仓
FFIV F5 INC $27.40万0.18%947 21729.7% $6.28万 重新持有
JCI JOHNSON CONTROLS INTERNATION $27.63万0.18%2,110 753.7% $9,821 加仓
BLK BLACKROCK INC $28.56万0.18%297 -3-1.0% -$2,885 减仓
CLS CELESTICA INC $28.59万0.18%1,015 141.4% $3,944 加仓
LTBR LIGHTBRIDGE CORP $28.71万0.19%26,933 14,711120.4% $15.68万 加仓
C CITIGROUP INC $28.73万0.19%2,533 311.2% $3,516 加仓
PFE PFIZER INC $29.06万0.19%10,349 2,16826.5% $6.09万 加仓
T AT&T INC $29.53万0.19%10,187 7628.1% $2.21万 加仓
ADI ANALOG DEVICES INC $29.71万0.19%934 525.9% $1.65万 加仓
EMR EMERSON ELEC CO $30.38万0.20%2,319 -17-0.7% -$2,227 减仓
LNG CHENIERE ENERGY INC $31.64万0.20%1,115 1,115— $31.64万 新建仓
HOOD ROBINHOOD MKTS INC $31.86万0.21%4,597 -731-13.7% -$5.07万 减仓
TXN TEXAS INSTRS INC $32.01万0.21%1,649 120.7% $2,330 加仓
ROST ROSS STORES INC $32.13万0.21%1,483 916.5% $1.97万 加仓
MA MASTERCARD INCORPORATED $32.13万0.21%643 -117-15.4% -$5.85万 减仓
MSI MOTOROLA SOLUTIONS INC $32.29万0.21%744 486.9% $2.08万 重新持有
GILD GILEAD SCIENCES INC $32.71万0.21%2,347 1074.8% $1.49万 加仓
INFY INFOSYS LTD $32.99万0.21%24,419 2,35310.7% $3.18万 加仓
LRCX LAM RESEARCH CORP $33.25万0.21%1,556 493.3% $1.05万 加仓
MS MORGAN STANLEY $33.80万0.22%2,054 582.9% $9,545 加仓
VST VISTRA CORP $34.13万0.22%2,270 82957.5% $12.46万 加仓
BWXT BWX TECHNOLOGIES INC $34.46万0.22%1,685 1,685— $34.46万 新建仓
UNH UNITEDHEALTH GROUP INC $34.64万0.22%1,280 -127-9.0% -$3.44万 减仓
WFC WELLS FARGO & CO $34.84万0.23%4,377 -94-2.1% -$7,483 减仓
IBM INTERNATIONAL BUSINESS MACHS $35.46万0.23%1,463 967.0% $2.33万 加仓
FSLY FASTLY INC $35.47万0.23%12,205 1,11810.1% $3.25万 加仓
AMD ADVANCED MICRO DEVICES INC $35.54万0.23%1,747 17110.9% $3.48万 加仓
ORCL ORACLE CORP $35.91万0.23%2,441 -423-14.8% -$6.22万 减仓
VRSN VERISIGN INC $35.99万0.23%1,449 46146.7% $11.45万 加仓
ACN ACCENTURE PLC IRELAND $40.65万0.26%2,050 -228-10.0% -$4.52万 减仓
RCL ROYAL CARIBBEAN GROUP $41.00万0.27%1,490 90.6% $2,477 加仓
DDOG DATADOG INC $41.41万0.27%3,508 -87-2.4% -$1.03万 减仓
GE GE AEROSPACE $41.66万0.27%1,468 292.0% $8,229 加仓