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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $27.40万 | 0.18% | 766 | 108 | 16.4% | $3.86万 | 加仓 |
| IDXX | IDEXX LABS INC | $27.36万 | 0.18% | 487 | 37 | 8.2% | $2.08万 | 加仓 |
| TJX | TJX COS INC NEW | $27.20万 | 0.18% | 1,703 | 89 | 5.5% | $1.42万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $27.06万 | 0.17% | 1,559 | 1,559 | — | $27.06万 | 新建仓 |
| AMGN | AMGEN INC | $26.74万 | 0.17% | 760 | 52 | 7.3% | $1.83万 | 加仓 |
| GEV | GE VERNOVA INC | $26.71万 | 0.17% | 306 | 306 | — | $26.71万 | 新建仓 |
| DIS | DISNEY WALT CO | $26.64万 | 0.17% | 2,764 | -12 | -0.4% | -$1,157 | 减仓 |
| YUM | YUM BRANDS INC | $26.48万 | 0.17% | 1,703 | 1,703 | — | $26.48万 | 新建仓 |
| MO | ALTRIA GROUP INC | $26.15万 | 0.17% | 3,962 | -354 | -8.2% | -$2.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.91万 | 0.17% | 5,161 | -126 | -2.4% | -$6,325 | 减仓 |
| CMI | CUMMINS INC | $24.80万 | 0.16% | 461 | 5 | 1.1% | $2,690 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.47万 | 0.16% | 1,176 | 44 | 3.9% | $9,156 | 加仓 |
| CVNA | CARVANA CO | $24.30万 | 0.16% | 773 | 194 | 33.5% | $6.10万 | 加仓 |
| OKLO | OKLO INC | $24.27万 | 0.16% | 4,895 | 2,214 | 82.6% | $10.98万 | 重新持有 |
| LIN | LINDE PLC | $24.04万 | 0.16% | 485 | -30 | -5.8% | -$1.49万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $23.90万 | 0.15% | 1,823 | 19 | 1.1% | $2,491 | 加仓 |
| CRM | SALESFORCE INC | $23.88万 | 0.15% | 1,279 | 445 | 53.4% | $8.31万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $23.73万 | 0.15% | 1,526 | -229 | -13.0% | -$3.56万 | 减仓 |
| LOW | LOWES COS INC | $23.47万 | 0.15% | 993 | 41 | 4.3% | $9,689 | 加仓 |
| XYZ | BLOCK INC | $23.46万 | 0.15% | 3,898 | 415 | 11.9% | $2.50万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $23.45万 | 0.15% | 2,368 | 2,368 | — | $23.45万 | 新建仓 |
| CCJ | CAMECO CORP | $23.22万 | 0.15% | 2,138 | 2,138 | — | $23.22万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $23.00万 | 0.15% | 695 | 91 | 15.1% | $3.01万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $22.98万 | 0.15% | 2,001 | 2,001 | — | $22.98万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $22.83万 | 0.15% | 255 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $22.58万 | 0.15% | 2,606 | -149 | -5.4% | -$1.29万 | 减仓 |
| DASH | DOORDASH INC | $22.36万 | 0.14% | 1,489 | -128 | -7.9% | -$1.92万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $22.32万 | 0.14% | 734 | 34 | 4.9% | $1.03万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $22.30万 | 0.14% | 204 | 204 | — | $22.30万 | 新建仓 |
| CACI | CACI INTL INC | $22.24万 | 0.14% | 409 | 12 | 3.0% | $6,526 | 加仓 |
| NEM | NEWMONT CORP | $22.20万 | 0.14% | 2,051 | -2 | -0.1% | -$217 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.07万 | 0.14% | 449 | 25 | 5.9% | $1.23万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $22.02万 | 0.14% | 728 | -5 | -0.7% | -$1,512 | 减仓 |
| — | HONEYWELL INTL INC | $21.09万 | 0.14% | 933 | 933 | — | $21.09万 | 新建仓 |
| BA | BOEING CO | $21.06万 | 0.14% | 1,058 | 95 | 9.9% | $1.89万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $21.06万 | 0.14% | 50 | -9 | -15.3% | -$3.79万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $21.00万 | 0.14% | 2,234 | 130 | 6.2% | $1.22万 | 加仓 |
| INTC | INTEL CORP | $20.79万 | 0.13% | 4,711 | 4,711 | — | $20.79万 | 新建仓 |
| UNP | UNION PAC CORP | $20.55万 | 0.13% | 847 | 847 | — | $20.55万 | 新建仓 |
| KLAC | KLA CORP | $20.47万 | 0.13% | 139 | 139 | — | $20.47万 | 新建仓 |
| COP | CONOCOPHILLIPS | $20.39万 | 0.13% | 1,545 | 1,545 | — | $20.39万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.23万 | 0.13% | 2,258 | 2,258 | — | $20.23万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $20.20万 | 0.13% | 18,637 | 18,637 | — | $20.20万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.02万 | 0.13% | 1,099 | 1,099 | — | $20.02万 | 新建仓 |
| UUUU | ENERGY FUELS INC | $19.06万 | 0.12% | 10,445 | 10,445 | — | $19.06万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $16.84万 | 0.11% | 14,521 | 14,521 | — | $16.84万 | 新建仓 |
| DNN | DENISON MINES CORP | $14.53万 | 0.09% | 41,173 | 41,173 | — | $14.53万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $13.59万 | 0.09% | 10,070 | 10,070 | — | $13.59万 | 新建仓 |
| TLS | TELOS CORP MD | $12.99万 | 0.08% | 31,002 | 4,357 | 16.4% | $1.83万 | 加仓 |
| EU | ENCORE ENERGY CORP | $8.91万 | 0.06% | 49,517 | 49,517 | — | $8.91万 | 新建仓 |
| NABL | N-ABLE INC | $4.96万 | 0.03% | 10,626 | 10,626 | — | $4.96万 | 新建仓 |
| BB | BLACKBERRY LTD | $4.77万 | 0.03% | 14,734 | -3,029 | -17.1% | -$9,814 | 减仓 |
| 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 |