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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $37.29万 | 0.20% | 164 | 164 | — | $37.29万 | 新建仓 |
| VRSN | VERISIGN INC | $37.38万 | 0.20% | 1,486 | 37 | 2.6% | $9,308 | 加仓 |
| CMI | CUMMINS INC | $37.59万 | 0.20% | 527 | 66 | 14.3% | $4.71万 | 加仓 |
| C | CITIGROUP INC | $38.52万 | 0.21% | 2,752 | 219 | 8.6% | $3.07万 | 加仓 |
| GEV | GE VERNOVA INC | $38.89万 | 0.21% | 331 | 25 | 8.2% | $2.94万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $39.70万 | 0.22% | 2,902 | 1,079 | 59.2% | $14.76万 | 加仓 |
| ADI | ANALOG DEVICES INC | $39.96万 | 0.22% | 1,006 | 72 | 7.7% | $2.86万 | 加仓 |
| FFIV | F5 INC | $40.22万 | 0.22% | 967 | 20 | 2.1% | $8,319 | 加仓 |
| FAST | FASTENAL CO | $40.76万 | 0.22% | 8,486 | -495 | -5.5% | -$2.38万 | 减仓 |
| MS | MORGAN STANLEY | $41.79万 | 0.23% | 1,999 | -55 | -2.7% | -$1.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $41.91万 | 0.23% | 816 | 173 | 26.9% | $8.89万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $43.27万 | 0.24% | 1,742 | 133 | 8.3% | $3.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.24万 | 0.24% | 1,573 | 110 | 7.5% | $3.09万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $45.85万 | 0.25% | 1,444 | -46 | -3.1% | -$1.46万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $46.61万 | 0.25% | 483 | 483 | — | $46.61万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $46.65万 | 0.25% | 1,565 | -84 | -5.1% | -$2.50万 | 减仓 |
| HD | HOME DEPOT INC | $46.68万 | 0.25% | 1,324 | -135 | -9.3% | -$4.76万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $46.69万 | 0.25% | 1,123 | -157 | -12.3% | -$6.53万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $49.63万 | 0.27% | 3,921 | 112 | 2.9% | $1.42万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $50.61万 | 0.28% | 5,047 | 450 | 9.8% | $4.51万 | 加仓 |
| RTX | RTX CORPORATION | $50.79万 | 0.28% | 2,677 | 382 | 16.6% | $7.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $51.21万 | 0.28% | 5,835 | 188 | 3.3% | $1.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $51.27万 | 0.28% | 3,497 | 443 | 14.5% | $6.50万 | 加仓 |
| VMC | VULCAN MATLS CO | $51.42万 | 0.28% | 1,743 | 14 | 0.8% | $4,130 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $53.88万 | 0.29% | 576 | -16 | -2.7% | -$1.50万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $53.96万 | 0.29% | 534 | -47 | -8.1% | -$4.75万 | 减仓 |
| INTC | INTEL CORP | $53.99万 | 0.29% | 3,867 | -844 | -17.9% | -$11.78万 | 减仓 |
| MRK | MERCK & CO INC | $55.11万 | 0.30% | 4,289 | 755 | 21.4% | $9.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $56.37万 | 0.31% | 9,893 | 948 | 10.6% | $5.40万 | 加仓 |
| ETN | EATON CORP PLC | $57.14万 | 0.31% | 1,341 | 575 | 75.1% | $24.50万 | 加仓 |
| PWR | QUANTA SVCS INC | $57.17万 | 0.31% | 794 | -49 | -5.8% | -$3.53万 | 减仓 |
| GE | GE AEROSPACE | $60.69万 | 0.33% | 1,624 | 156 | 10.6% | $5.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $61.86万 | 0.34% | 6,817 | 554 | 8.8% | $5.03万 | 加仓 |
| V | VISA INC | $64.57万 | 0.35% | 1,882 | 288 | 18.1% | $9.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $68.16万 | 0.37% | 4,112 | -121 | -2.9% | -$2.01万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $68.48万 | 0.37% | 2,547 | 495 | 24.1% | $13.31万 | 加仓 |
| WMT | WALMART INC | $68.55万 | 0.37% | 6,053 | 392 | 6.9% | $4.44万 | 加仓 |
| PEP | PEPSICO INC | $69.03万 | 0.38% | 5,098 | 230 | 4.7% | $3.11万 | 加仓 |
| APH | AMPHENOL CORP | $69.52万 | 0.38% | 3,943 | 366 | 10.2% | $6.45万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $69.59万 | 0.38% | 1,606 | 50 | 3.2% | $2.17万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $76.02万 | 0.41% | 2,552 | 184 | 7.8% | $5.48万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $78.35万 | 0.43% | 2,340 | 212 | 10.0% | $7.10万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $83.35万 | 0.45% | 4,607 | 363 | 8.6% | $6.57万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $83.54万 | 0.46% | 7,160 | -285 | -3.8% | -$3.33万 | 减仓 |
| CAT | CATERPILLAR INC | $85.99万 | 0.47% | 808 | 85 | 11.8% | $9.05万 | 加仓 |
| SUB | ISHARES TR | $89.70万 | 0.49% | 8,425 | 252 | 3.1% | $2.68万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $95.44万 | 0.52% | 20,341 | 19 | 0.1% | $891 | 加仓 |
| KO | COCA COLA CO | $96.45万 | 0.53% | 11,868 | 1,003 | 9.2% | $8.15万 | 加仓 |
| DDOG | DATADOG INC | $97.71万 | 0.53% | 3,753 | 245 | 7.0% | $6.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $100.56万 | 0.55% | 1,731 | -16 | -0.9% | -$9,295 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $102.96万 | 0.56% | 17,456 | -69 | -0.4% | -$4,070 | 减仓 |
| NET | CLOUDFLARE INC | $109.69万 | 0.60% | 4,472 | 394 | 9.7% | $9.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $113.05万 | 0.62% | 1,564 | 18 | 1.2% | $1.30万 | 加仓 |
| META | META PLATFORMS INC | $118.52万 | 0.65% | 2,104 | -650 | -23.6% | -$36.62万 | 减仓 |
| FTNT | FORTINET INC | $119.99万 | 0.65% | 7,811 | 272 | 3.6% | $4.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.40万 | 0.68% | 2,486 | 183 | 7.9% | $9.16万 | 加仓 |
| LLY | ELI LILLY & CO | $125.22万 | 0.68% | 1,044 | 210 | 25.2% | $25.19万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $125.65万 | 0.68% | 15,203 | -488 | -3.1% | -$4.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $128.84万 | 0.70% | 5,073 | 207 | 4.3% | $5.26万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $129.81万 | 0.71% | 1,701 | 61 | 3.7% | $4.66万 | 加仓 |
| — | EXXON MOBIL CORP | $140.17万 | 0.76% | 10,252 | 456 | 4.7% | $6.23万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $148.79万 | 0.81% | 1,289 | -41 | -3.1% | -$4.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $150.57万 | 0.82% | 4,600 | 290 | 6.7% | $9.49万 | 加仓 |
| TSLA | TESLA INC | $153.60万 | 0.84% | 3,652 | 151 | 4.3% | $6.35万 | 加仓 |
| NLR | VANECK ETF TRUST | $154.74万 | 0.84% | 13,342 | 924 | 7.4% | $10.72万 | 加仓 |
| GOOG | ALPHABET INC | $160.70万 | 0.88% | 4,548 | 387 | 9.3% | $13.67万 | 加仓 |
| MUB | ISHARES TR | $161.48万 | 0.88% | 15,005 | 926 | 6.6% | $9.97万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $168.05万 | 0.92% | 4,928 | 966 | 24.4% | $32.94万 | 加仓 |
| ABBV | ABBVIE INC | $178.29万 | 0.97% | 7,085 | -88 | -1.2% | -$2.21万 | 减仓 |
| SO | SOUTHERN CO | $181.03万 | 0.99% | 18,914 | 8,650 | 84.3% | $82.79万 | 加仓 |
| CSCO | CISCO SYS INC | $201.97万 | 1.10% | 17,195 | 45 | 0.3% | $5,286 | 加仓 |
| GOOGL | ALPHABET INC | $245.26万 | 1.34% | 6,863 | 453 | 7.1% | $16.19万 | 加仓 |
| AMZN | AMAZON COM INC | $245.66万 | 1.34% | 10,307 | 211 | 2.1% | $5.03万 | 加仓 |
| AVGO | BROADCOM INC | $291.22万 | 1.59% | 7,709 | 367 | 5.0% | $13.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $304.65万 | 1.66% | 8,167 | 252 | 3.2% | $9.40万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $314.94万 | 1.72% | 10,282 | 778 | 8.2% | $23.83万 | 加仓 |
| USHY | ISHARES TR | $325.04万 | 1.77% | 87,800 | 6,530 | 8.0% | $24.17万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $395.74万 | 2.16% | 44,045 | -2,707 | -5.8% | -$24.32万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $408.89万 | 2.23% | 74,102 | 701 | 1.0% | $3.87万 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $493.26万 | 2.69% | 520,321 | -63,934 | -10.9% | -$60.61万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $508.24万 | 2.77% | 160,178 | -11,657 | -6.8% | -$36.99万 | 减仓 |
| AAPL | APPLE INC | $544.66万 | 2.97% | 18,823 | 1,151 | 6.5% | $33.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $621.74万 | 3.39% | 31,073 | 1,309 | 4.4% | $26.19万 | 加仓 |
| IJH | ISHARES TR | $692.21万 | 3.77% | 89,769 | -244 | -0.3% | -$1.88万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $778.58万 | 4.24% | 63,813 | -696 | -1.1% | -$8.49万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $899.11万 | 4.90% | 119,483 | -1,328 | -1.1% | -$9.99万 | 减仓 |
| AGG | ISHARES TR | $1,163.08万 | 6.34% | 117,507 | 9,719 | 9.0% | $96.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,975.21万 | 10.76% | 92,833 | -4,245 | -4.4% | -$90.32万 | 减仓 |