13F 机构持仓

LeConte Wealth Management, LLC

Maryville TN · SEC CIK 0002060443

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.8%
AGG 6.3%
VCLT 4.9%
QQQE 4.2%
IJH 3.8%
NVDA 3.4%
AAPL 3.0%
SCHY 2.8%
INVESCO ADVANT 2.7%
VGLT 2.2%

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 $00.00%0 -10,187-100.0% -$29.53万 清仓
CRM SALESFORCE INC $00.00%0 -1,279-100.0% -$23.88万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,526-100.0% -$23.73万 清仓
MDT MEDTRONIC PLC $00.00%0 -2,606-100.0% -$22.58万 清仓
CACI CACI INTL INC $00.00%0 -409-100.0% -$22.24万 清仓
— HONEYWELL INTL INC $00.00%0 -933-100.0% -$21.09万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -1,250-100.0% -$21.06万 清仓
COP CONOCOPHILLIPS $00.00%0 -1,545-100.0% -$20.39万 清仓
NABL N-ABLE INC $00.00%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 1,76117.5% $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 7525.2% $7,061 加仓
DNN DENISON MINES CORP $15.47万0.08%50,561 9,38822.8% $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 2,03219.5% $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 1,94810.5% $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%2,310 763.4% $7,013 加仓
RBLX ROBLOX CORP $21.53万0.12%3,959 91830.2% $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 21519.6% $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 38718.9% $3.61万 加仓
VUG VANGUARD INDEX FDS $22.85万0.12%2,652 2,229527.0% $19.20万 重新持有
ALNY ALNYLAM PHARMACEUTICALS INC $22.85万0.12%759 649.2% $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 71.6% $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 3,65524.8% $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 3597.0% $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 1637.2% $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%927 809.4% $2.18万 加仓
AXP AMERICAN EXPRESS CO $26.22万0.14%775 476.5% $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 8912.1% $2.94万 加仓
YUM YUM BRANDS INC $27.46万0.15%1,718 150.9% $2,398 加仓
TJX TJX COS INC NEW $27.51万0.15%1,816 1136.6% $1.71万 加仓
LIN LINDE PLC $27.87万0.15%537 5210.7% $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 1926.9% $1.85万 加仓
LNG CHENIERE ENERGY INC $28.80万0.16%1,205 908.1% $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 30.3% $739 加仓
MO ALTRIA GROUP INC $29.08万0.16%4,042 802.0% $5,756 加仓
OKLO OKLO INC $29.29万0.16%5,597 70214.3% $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%215 115.4% $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 8010.5% $2.90万 加仓
GILD GILEAD SCIENCES INC $31.18万0.17%2,468 1215.2% $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 35522.8% $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 1448.5% $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 98225.2% $7.46万 加仓
WFC WELLS FARGO & CO $37.25万0.20%4,507 1303.0% $1.07万 加仓
MCD MCDONALDS CORP $37.28万0.20%1,379 -85-5.8% -$2.30万 减仓