LeConte Wealth Management, LLC
Maryville TN · SEC CIK 0002060443
$1.84亿2026Q2 申报市值
179持仓数
44.1%前十大占比 · 第一大 10.8%
31 / 9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
AGG 加仓+$96.20万
SO 加仓+$82.79万
STX 新建仓+$46.61万
SNDK 新建仓+$37.29万
GLW 新建仓+$36.96万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$90.32万
INVESCO ADVANTAG 减仓-$60.61万
SCHY 减仓-$36.99万
META 减仓-$36.62万
T 清仓-$29.53万
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $0 | 0.00% | 0 | -10,187 | -100.0% | -$29.53万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,279 | -100.0% | -$23.88万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,526 | -100.0% | -$23.73万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,606 | -100.0% | -$22.58万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -409 | -100.0% | -$22.24万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -933 | -100.0% | -$21.09万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$21.06万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,545 | -100.0% | -$20.39万 | 清仓 |
| NABL | N-ABLE INC | $0 | 0.00% | 0 | -10,626 | -100.0% | -$4.96万 | 清仓 |
| UIS | UNISYS CORP | $3.99万 | 0.02% | 10,900 | 10,900 | — | $3.99万 | 新建仓 |
| EU | ENCORE ENERGY CORP | $6.28万 | 0.03% | 47,943 | -1,574 | -3.2% | -$2,062 | 减仓 |
| ALLT | ALLOT LTD | $9.49万 | 0.05% | 10,722 | -1,635 | -13.2% | -$1.45万 | 重新持有 |
| UEC | URANIUM ENERGY CORP | $12.61万 | 0.07% | 11,831 | 1,761 | 17.5% | $1.88万 | 加仓 |
| TLS | TELOS CORP MD | $13.12万 | 0.07% | 28,512 | -2,490 | -8.0% | -$1.15万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $14.15万 | 0.08% | 10,935 | 10,935 | — | $14.15万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $14.34万 | 0.08% | 15,273 | 752 | 5.2% | $7,061 | 加仓 |
| DNN | DENISON MINES CORP | $15.47万 | 0.08% | 50,561 | 9,388 | 22.8% | $2.87万 | 加仓 |
| INFY | INFOSYS LTD | $18.04万 | 0.10% | 17,201 | -7,218 | -29.6% | -$7.57万 | 减仓 |
| UUUU | ENERGY FUELS INC | $18.09万 | 0.10% | 12,477 | 2,032 | 19.5% | $2.95万 | 加仓 |
| FSLY | FASTLY INC | $19.08万 | 0.10% | 10,391 | -1,814 | -14.9% | -$3.33万 | 减仓 |
| TRGP | TARGA RES CORP | $20.00万 | 0.11% | 746 | 746 | — | $20.00万 | 新建仓 |
| PFE | PFIZER INC | $20.06万 | 0.11% | 8,331 | -2,018 | -19.5% | -$4.86万 | 减仓 |
| MCK | MCKESSON CORP | $20.10万 | 0.11% | 266 | 266 | — | $20.10万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.11万 | 0.11% | 772 | 772 | — | $20.11万 | 新建仓 |
| O | REALTY INCOME CORP | $20.17万 | 0.11% | 3,255 | 3,255 | — | $20.17万 | 新建仓 |
| KVUE | KENVUE INC | $20.26万 | 0.11% | 10,602 | 10,602 | — | $20.26万 | 新建仓 |
| YOU | CLEAR SECURE INC | $20.32万 | 0.11% | 3,647 | 3,647 | — | $20.32万 | 新建仓 |
| MMM | 3M CO | $20.35万 | 0.11% | 1,257 | -160 | -11.3% | -$2.59万 | 重新持有 |
| DASH | DOORDASH INC | $20.41万 | 0.11% | 1,106 | -383 | -25.7% | -$7.07万 | 减仓 |
| SMR | NUSCALE PWR CORP | $20.65万 | 0.11% | 20,585 | 1,948 | 10.5% | $1.95万 | 加仓 |
| CVS | CVS HEALTH CORP | $20.65万 | 0.11% | 1,996 | 1,996 | — | $20.65万 | 新建仓 |
| USB | US BANCORP | $20.72万 | 0.11% | 3,431 | 3,431 | — | $20.72万 | 新建仓 |
| CCJ | CAMECO CORP | $20.98万 | 0.11% | 2,060 | -78 | -3.6% | -$7,945 | 减仓 |
| WMB | WILLIAMS COS INC | $21.08万 | 0.11% | 2,835 | 2,835 | — | $21.08万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $21.22万 | 0.12% | 1,249 | 1,249 | — | $21.22万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $21.31万 | 0.12% | 2,310 | 76 | 3.4% | $7,013 | 加仓 |
| RBLX | ROBLOX CORP | $21.53万 | 0.12% | 3,959 | 918 | 30.2% | $4.99万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $21.56万 | 0.12% | 439 | 439 | — | $21.56万 | 新建仓 |
| LTBR | LIGHTBRIDGE CORP | $21.61万 | 0.12% | 24,581 | -2,352 | -8.7% | -$2.07万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.69万 | 0.12% | 3,764 | 3,764 | — | $21.69万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $21.70万 | 0.12% | 1,744 | -306 | -14.9% | -$3.81万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $21.75万 | 0.12% | 1,504 | 1,504 | — | $21.75万 | 新建仓 |
| LOW | LOWES COS INC | $21.77万 | 0.12% | 987 | -6 | -0.6% | -$1,323 | 减仓 |
| PSX | PHILLIPS 66 | $22.21万 | 0.12% | 1,314 | 215 | 19.6% | $3.63万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $22.23万 | 0.12% | 348 | 348 | — | $22.23万 | 新建仓 |
| GWW | WW GRAINGER INC | $22.72万 | 0.12% | 167 | 167 | — | $22.72万 | 新建仓 |
| NEM | NEWMONT CORP | $22.77万 | 0.12% | 2,438 | 387 | 18.9% | $3.61万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $22.85万 | 0.12% | 2,652 | 2,229 | 527.0% | $19.20万 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $22.85万 | 0.12% | 759 | 64 | 9.2% | $1.93万 | 加仓 |
| BA | BOEING CO | $22.86万 | 0.12% | 1,056 | -2 | -0.2% | -$433 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.86万 | 0.12% | 456 | 7 | 1.6% | $3,510 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $23.02万 | 0.13% | 7,283 | 7,283 | — | $23.02万 | 新建仓 |
| AME | AMETEK INC | $23.08万 | 0.13% | 954 | 954 | — | $23.08万 | 新建仓 |
| QCOM | QUALCOMM INC | $23.12万 | 0.13% | 1,251 | -416 | -25.0% | -$7.69万 | 重新持有 |
| BB | BLACKBERRY LTD | $23.26万 | 0.13% | 18,389 | 3,655 | 24.8% | $4.62万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $23.32万 | 0.13% | 1,973 | -28 | -1.4% | -$3,310 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.37万 | 0.13% | 5,520 | 359 | 7.0% | $1.52万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $23.48万 | 0.13% | 5,392 | 5,392 | — | $23.48万 | 新建仓 |
| CSX | CSX CORP | $23.51万 | 0.13% | 4,946 | 4,946 | — | $23.51万 | 新建仓 |
| TER | TERADYNE INC | $23.80万 | 0.13% | 492 | 492 | — | $23.80万 | 新建仓 |
| FE | FIRSTENERGY CORP | $23.87万 | 0.13% | 5,020 | 5,020 | — | $23.87万 | 新建仓 |
| IDXX | IDEXX LABS INC | $24.53万 | 0.13% | 466 | -21 | -4.3% | -$1.11万 | 减仓 |
| SBUX | STARBUCKS CORP | $24.74万 | 0.13% | 2,421 | 163 | 7.2% | $1.67万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $24.84万 | 0.14% | 254 | -1 | -0.4% | -$978 | 减仓 |
| CVNA | CARVANA CO | $25.02万 | 0.14% | 3,801 | -64 | -1.7% | -$4,212 | 减仓 |
| UNP | UNION PAC CORP | $25.21万 | 0.14% | 927 | 80 | 9.4% | $2.18万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $26.22万 | 0.14% | 775 | 47 | 6.5% | $1.59万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.58万 | 0.14% | 640 | -104 | -14.0% | -$4.32万 | 减仓 |
| BLK | BLACKROCK INC | $26.73万 | 0.15% | 278 | -19 | -6.4% | -$1.83万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.20万 | 0.15% | 823 | 89 | 12.1% | $2.94万 | 加仓 |
| YUM | YUM BRANDS INC | $27.46万 | 0.15% | 1,718 | 15 | 0.9% | $2,398 | 加仓 |
| TJX | TJX COS INC NEW | $27.51万 | 0.15% | 1,816 | 113 | 6.6% | $1.71万 | 加仓 |
| LIN | LINDE PLC | $27.87万 | 0.15% | 537 | 52 | 10.7% | $2.70万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.88万 | 0.15% | 1,908 | -202 | -9.6% | -$2.95万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $27.91万 | 0.15% | 1,620 | 1,620 | — | $27.91万 | 新建仓 |
| DIS | DISNEY WALT CO | $28.45万 | 0.16% | 2,956 | 192 | 6.9% | $1.85万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $28.80万 | 0.16% | 1,205 | 90 | 8.1% | $2.15万 | 加仓 |
| VST | VISTRA CORP | $28.90万 | 0.16% | 1,822 | -448 | -19.7% | -$7.11万 | 减仓 |
| ATEN | A10 NETWORKS INC | $28.98万 | 0.16% | 7,757 | 7,757 | — | $28.98万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.03万 | 0.16% | 1,179 | 3 | 0.3% | $739 | 加仓 |
| MO | ALTRIA GROUP INC | $29.08万 | 0.16% | 4,042 | 80 | 2.0% | $5,756 | 加仓 |
| OKLO | OKLO INC | $29.29万 | 0.16% | 5,597 | 702 | 14.3% | $3.67万 | 加仓 |
| RBRK | RUBRIK INC. | $29.53万 | 0.16% | 3,678 | 3,678 | — | $29.53万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $29.72万 | 0.16% | 215 | 11 | 5.4% | $1.52万 | 加仓 |
| ROST | ROSS STORES INC | $29.76万 | 0.16% | 1,398 | -85 | -5.7% | -$1.81万 | 减仓 |
| WELL | WELLTOWER INC | $29.88万 | 0.16% | 1,316 | 1,316 | — | $29.88万 | 新建仓 |
| DE | DEERE & CO | $30.17万 | 0.16% | 476 | 476 | — | $30.17万 | 新建仓 |
| AMGN | AMGEN INC | $30.42万 | 0.17% | 840 | 80 | 10.5% | $2.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $31.18万 | 0.17% | 2,468 | 121 | 5.2% | $1.53万 | 加仓 |
| EMR | EMERSON ELEC CO | $31.92万 | 0.17% | 2,230 | -89 | -3.8% | -$1.27万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $32.13万 | 0.18% | 1,914 | 355 | 22.8% | $5.96万 | 加仓 |
| ORCL | ORACLE CORP | $34.31万 | 0.19% | 2,341 | -100 | -4.1% | -$1.47万 | 减仓 |
| KLAC | KLA CORP | $35.51万 | 0.19% | 1,177 | -213 | -15.3% | -$6.43万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $35.60万 | 0.19% | 1,829 | 144 | 8.5% | $2.80万 | 加仓 |
| CLS | CELESTICA INC | $35.93万 | 0.20% | 985 | -30 | -3.0% | -$1.09万 | 减仓 |
| GLW | CORNING INC | $36.96万 | 0.20% | 1,447 | 1,447 | — | $36.96万 | 新建仓 |
| NFLX | NETFLIX INC. | $36.97万 | 0.20% | 5,178 | -320 | -5.8% | -$2.28万 | 减仓 |
| XYZ | BLOCK INC | $37.09万 | 0.20% | 4,880 | 982 | 25.2% | $7.46万 | 加仓 |
| WFC | WELLS FARGO & CO | $37.25万 | 0.20% | 4,507 | 130 | 3.0% | $1.07万 | 加仓 |
| MCD | MCDONALDS CORP | $37.28万 | 0.20% | 1,379 | -85 | -5.8% | -$2.30万 | 减仓 |