LeConte Wealth Management, LLC
Maryville TN · SEC CIK 0002060443
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FAST | FASTENAL CO | $41.67万 | 0.27% | 8,981 | 724 | 8.8% | $3.36万 | 加仓 |
| MRK | MERCK & CO INC | $42.51万 | 0.27% | 3,534 | 447 | 14.5% | $5.38万 | 加仓 |
| BAC | BANK AMERICA CORP | $43.61万 | 0.28% | 8,945 | -207 | -2.3% | -$1.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $44.12万 | 0.29% | 3,054 | 138 | 4.7% | $1.99万 | 加仓 |
| RTX | RTX CORPORATION | $44.27万 | 0.29% | 2,295 | 48 | 2.1% | $9,259 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $44.93万 | 0.29% | 1,609 | 440 | 37.6% | $12.29万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $44.93万 | 0.29% | 1,330 | 41 | 3.2% | $1.39万 | 加仓 |
| APH | AMPHENOL CORP | $45.20万 | 0.29% | 3,577 | -1 | -0.0% | -$126 | 减仓 |
| MCD | MCDONALDS CORP | $45.51万 | 0.29% | 1,464 | 53 | 3.8% | $1.65万 | 加仓 |
| PWR | QUANTA SVCS INC | $46.28万 | 0.30% | 843 | 67 | 8.6% | $3.68万 | 加仓 |
| VMC | VULCAN MATLS CO | $47.08万 | 0.30% | 1,729 | -65 | -3.6% | -$1.77万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $47.29万 | 0.31% | 2,052 | 208 | 11.3% | $4.79万 | 加仓 |
| HD | HOME DEPOT INC | $48.00万 | 0.31% | 1,459 | -79 | -5.1% | -$2.60万 | 减仓 |
| V | VISA INC | $48.18万 | 0.31% | 1,594 | -130 | -7.5% | -$3.93万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $49.19万 | 0.32% | 581 | 25 | 4.5% | $2.12万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $49.88万 | 0.32% | 3,809 | 3,809 | — | $49.88万 | 新建仓 |
| CAT | CATERPILLAR INC | $51.25万 | 0.33% | 723 | 27 | 3.9% | $1.91万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $52.45万 | 0.34% | 5,647 | 1,714 | 43.6% | $15.92万 | 加仓 |
| AMAT | APPLIED MATLS INC | $52.83万 | 0.34% | 1,546 | 50 | 3.3% | $1.71万 | 加仓 |
| NFLX | NETFLIX INC. | $52.86万 | 0.34% | 5,498 | 866 | 18.7% | $8.33万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $53.32万 | 0.34% | 2,128 | 352 | 19.8% | $8.82万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $58.99万 | 0.38% | 592 | 136 | 29.8% | $13.55万 | 加仓 |
| FTNT | FORTINET INC | $61.61万 | 0.40% | 7,539 | 927 | 14.0% | $7.58万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $63.52万 | 0.41% | 3,962 | -892 | -18.4% | -$14.30万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $64.03万 | 0.41% | 1,640 | 119 | 7.8% | $4.65万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $64.30万 | 0.42% | 6,263 | 3,933 | 168.8% | $40.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $70.17万 | 0.45% | 4,244 | 1,486 | 53.9% | $24.57万 | 加仓 |
| WMT | WALMART INC | $70.36万 | 0.45% | 5,661 | 250 | 4.6% | $3.11万 | 加仓 |
| PEP | PEPSICO INC | $75.60万 | 0.49% | 4,868 | 2,021 | 71.0% | $31.38万 | 加仓 |
| LLY | ELI LILLY & CO | $76.71万 | 0.50% | 834 | 41 | 5.2% | $3.77万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $79.42万 | 0.51% | 20,322 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $82.63万 | 0.53% | 10,865 | 4,098 | 60.6% | $31.17万 | 加仓 |
| NET | CLOUDFLARE INC | $84.15万 | 0.54% | 4,078 | 284 | 7.5% | $5.86万 | 加仓 |
| SUB | ISHARES TR | $87.04万 | 0.56% | 8,173 | 213 | 2.7% | $2.27万 | 加仓 |
| CVX | CHEVRON CORPORATION | $87.58万 | 0.57% | 4,233 | 80 | 1.9% | $1.66万 | 加仓 |
| SO | SOUTHERN CO | $99.07万 | 0.64% | 10,264 | 4,908 | 91.6% | $47.37万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $104.36万 | 0.67% | 17,525 | 525 | 3.1% | $3.13万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $108.91万 | 0.70% | 7,445 | 194 | 2.7% | $2.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.36万 | 0.71% | 2,303 | 106 | 4.8% | $5.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $118.95万 | 0.77% | 4,866 | 104 | 2.2% | $2.54万 | 加仓 |
| GOOG | ALPHABET INC | $119.36万 | 0.77% | 4,161 | 131 | 3.3% | $3.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $126.78万 | 0.82% | 4,310 | -88 | -2.0% | -$2.59万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $129.84万 | 0.84% | 15,691 | 907 | 6.1% | $7.51万 | 加仓 |
| TSLA | TESLA INC | $130.15万 | 0.84% | 3,501 | 32 | 0.9% | $1.19万 | 加仓 |
| CSCO | CISCO SYS INC | $133.07万 | 0.86% | 17,150 | 1,254 | 7.9% | $9.73万 | 加仓 |
| MUB | ISHARES TR | $149.45万 | 0.97% | 14,079 | 383 | 2.8% | $4.07万 | 加仓 |
| ABBV | ABBVIE INC | $156.01万 | 1.01% | 7,173 | 4,686 | 188.4% | $101.92万 | 加仓 |
| META | META PLATFORMS INC | $157.57万 | 1.02% | 2,754 | 278 | 11.2% | $15.91万 | 加仓 |
| NLR | VANECK ETF TRUST | $165.40万 | 1.07% | 12,418 | 12,418 | — | $165.40万 | 新建仓 |
| — | EXXON MOBIL CORP | $166.20万 | 1.07% | 9,796 | 2,040 | 26.3% | $34.61万 | 加仓 |
| GOOGL | ALPHABET INC | $184.33万 | 1.19% | 6,410 | 668 | 11.6% | $19.21万 | 加仓 |
| AMZN | AMAZON COM INC | $210.27万 | 1.36% | 10,096 | 21 | 0.2% | $4,374 | 加仓 |
| AVGO | BROADCOM INC | $227.25万 | 1.47% | 7,342 | -505 | -6.4% | -$15.63万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $244.59万 | 1.58% | 9,504 | 8,711 | 1,098.5% | $224.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $292.99万 | 1.89% | 7,915 | -1,443 | -15.4% | -$53.42万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $293.04万 | 1.89% | 46,752 | -719 | -1.5% | -$4.51万 | 减仓 |
| USHY | ISHARES TR | $299.40万 | 1.94% | 81,270 | 4,841 | 6.3% | $17.83万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $406.31万 | 2.63% | 73,401 | 3,804 | 5.5% | $21.06万 | 加仓 |
| AAPL | APPLE INC | $448.50万 | 2.90% | 17,672 | 611 | 3.6% | $15.51万 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $505.96万 | 3.27% | 584,255 | -57,459 | -9.0% | -$49.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $519.09万 | 3.36% | 29,764 | 1,240 | 4.3% | $21.63万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $544.03万 | 3.52% | 171,835 | -35,161 | -17.0% | -$111.32万 | 减仓 |
| IJH | ISHARES TR | $607.85万 | 3.93% | 90,013 | -17,357 | -16.2% | -$117.21万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $635.61万 | 4.11% | 64,509 | -9,400 | -12.7% | -$92.62万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $902.70万 | 5.84% | 120,811 | -3,071 | -2.5% | -$22.95万 | 减仓 |
| AGG | ISHARES TR | $1,070.01万 | 6.92% | 107,788 | 7,667 | 7.7% | $76.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,863.12万 | 12.04% | 97,078 | -17,505 | -15.3% | -$335.96万 | 减仓 |