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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,217 | -100.0% | -$27.52万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -511 | -100.0% | -$26.70万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,267 | -100.0% | -$26.69万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,374 | -100.0% | -$25.50万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -375 | -100.0% | -$24.84万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -181 | -100.0% | -$24.07万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,048 | -100.0% | -$23.57万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -948 | -100.0% | -$22.98万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -338 | -100.0% | -$22.78万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -932 | -100.0% | -$20.44万 | 清仓 |
| ALLT | ALLOT LTD | $0 | 0.00% | 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 | 4,357 | 16.4% | $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 | 130 | 6.2% | $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 | 95 | 9.9% | $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 | 25 | 5.9% | $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 | 12 | 3.0% | $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 | 34 | 4.9% | $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 | 0 | 0.0% | — | 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 | 91 | 15.1% | $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 | 415 | 11.9% | $2.50万 | 加仓 |
| LOW | LOWES COS INC | $23.47万 | 0.15% | 993 | 41 | 4.3% | $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 | 445 | 53.4% | $8.31万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.90万 | 0.15% | 1,823 | 19 | 1.1% | $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 | 2,214 | 82.6% | $10.98万 | 重新持有 |
| CVNA | CARVANA CO | $24.30万 | 0.16% | 773 | 194 | 33.5% | $6.10万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.47万 | 0.16% | 1,176 | 44 | 3.9% | $9,156 | 加仓 |
| CMI | CUMMINS INC | $24.80万 | 0.16% | 461 | 5 | 1.1% | $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 | 52 | 7.3% | $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 | 89 | 5.5% | $1.42万 | 加仓 |
| IDXX | IDEXX LABS INC | $27.36万 | 0.18% | 487 | 37 | 8.2% | $2.08万 | 加仓 |
| ETN | EATON CORP PLC | $27.40万 | 0.18% | 766 | 108 | 16.4% | $3.86万 | 加仓 |
| FFIV | F5 INC | $27.40万 | 0.18% | 947 | 217 | 29.7% | $6.28万 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.63万 | 0.18% | 2,110 | 75 | 3.7% | $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 | 14 | 1.4% | $3,944 | 加仓 |
| LTBR | LIGHTBRIDGE CORP | $28.71万 | 0.19% | 26,933 | 14,711 | 120.4% | $15.68万 | 加仓 |
| C | CITIGROUP INC | $28.73万 | 0.19% | 2,533 | 31 | 1.2% | $3,516 | 加仓 |
| PFE | PFIZER INC | $29.06万 | 0.19% | 10,349 | 2,168 | 26.5% | $6.09万 | 加仓 |
| T | AT&T INC | $29.53万 | 0.19% | 10,187 | 762 | 8.1% | $2.21万 | 加仓 |
| ADI | ANALOG DEVICES INC | $29.71万 | 0.19% | 934 | 52 | 5.9% | $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 | 12 | 0.7% | $2,330 | 加仓 |
| ROST | ROSS STORES INC | $32.13万 | 0.21% | 1,483 | 91 | 6.5% | $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 | 48 | 6.9% | $2.08万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $32.71万 | 0.21% | 2,347 | 107 | 4.8% | $1.49万 | 加仓 |
| INFY | INFOSYS LTD | $32.99万 | 0.21% | 24,419 | 2,353 | 10.7% | $3.18万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $33.25万 | 0.21% | 1,556 | 49 | 3.3% | $1.05万 | 加仓 |
| MS | MORGAN STANLEY | $33.80万 | 0.22% | 2,054 | 58 | 2.9% | $9,545 | 加仓 |
| VST | VISTRA CORP | $34.13万 | 0.22% | 2,270 | 829 | 57.5% | $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 | 96 | 7.0% | $2.33万 | 加仓 |
| FSLY | FASTLY INC | $35.47万 | 0.23% | 12,205 | 1,118 | 10.1% | $3.25万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.54万 | 0.23% | 1,747 | 171 | 10.9% | $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 | 461 | 46.7% | $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 | 9 | 0.6% | $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 | 29 | 2.0% | $8,229 | 加仓 |