Lee, Kelleher & Klein Wealth Management
ELLICOTT CITY MD · SEC CIK 0002063827
$1.91亿2026Q2 申报市值
49持仓数
79.0%前十大占比 · 第一大 19.3%
7 / 1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
IVV 加仓+$41.86万
GOOGL 新建仓+$30.16万
IEFA 加仓+$28.23万
IVW 加仓+$24.70万
VGT 新建仓+$24.10万
2026Q2 卖出最多 按季末市值估算
DLN 减仓-$27.86万
IWR 减仓-$26.00万
IAU 清仓-$22.67万
GSLC 减仓-$21.69万
SPSM 减仓-$16.03万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,692.03万 | 19.31% | 49,300 | 559 | 1.1% | $41.86万 | 加仓 |
| DLN | WISDOMTREE TR | $3,672.70万 | 19.21% | 381,301 | -2,892 | -0.8% | -$27.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,351.28万 | 7.07% | 18,095 | -176 | -1.0% | -$13.14万 | 减仓 |
| IJH | ISHARES TR | $1,279.01万 | 6.69% | 165,868 | 209 | 0.1% | $1.61万 | 加仓 |
| IVW | ISHARES TR | $1,273.49万 | 6.66% | 92,597 | 1,796 | 2.0% | $24.70万 | 加仓 |
| DON | WISDOMTREE TR | $1,260.12万 | 6.59% | 222,951 | 1,605 | 0.7% | $9.07万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $829.64万 | 4.34% | 58,471 | -1,529 | -2.5% | -$21.69万 | 减仓 |
| DES | WISDOMTREE TR | $659.62万 | 3.45% | 162,148 | -591 | -0.4% | -$2.40万 | 减仓 |
| IJR | ISHARES TR | $636.06万 | 3.33% | 42,887 | 1,313 | 3.2% | $19.47万 | 加仓 |
| IJK | ISHARES TR | $460.41万 | 2.41% | 39,184 | 704 | 1.8% | $8.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $363.73万 | 1.90% | 5,296 | -68 | -1.3% | -$4.67万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $357.47万 | 1.87% | 70,688 | -225 | -0.3% | -$1.14万 | 减仓 |
| IWF | ISHARES TR | $344.03万 | 1.80% | 27,706 | 1,054 | 4.0% | $13.09万 | 加仓 |
| IJT | ISHARES TR | $300.89万 | 1.57% | 16,847 | 252 | 1.5% | $4.50万 | 加仓 |
| IWR | ISHARES TR | $265.62万 | 1.39% | 24,077 | -2,357 | -8.9% | -$26.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $243.01万 | 1.27% | 6,567 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $240.32万 | 1.26% | 22,606 | -1,237 | -5.2% | -$13.15万 | 减仓 |
| IEFA | ISHARES TR | $230.99万 | 1.21% | 23,917 | 2,923 | 13.9% | $28.23万 | 加仓 |
| IJS | ISHARES TR | $195.92万 | 1.02% | 14,334 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $140.28万 | 0.73% | 30,696 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $139.84万 | 0.73% | 24,248 | -2,780 | -10.3% | -$16.03万 | 减仓 |
| VO | VANGUARD INDEX FDS | $123.59万 | 0.65% | 15,340 | -68 | -0.4% | -$5,479 | 减仓 |
| CWB | SPDR SERIES TRUST | $102.43万 | 0.54% | 9,500 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $100.80万 | 0.53% | 6,885 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $98.25万 | 0.51% | 7,687 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $85.24万 | 0.45% | 3,754 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $50.45万 | 0.26% | 2,081 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $47.40万 | 0.25% | 1,638 | 112 | 7.3% | $3.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.62万 | 0.22% | 5,842 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $40.83万 | 0.21% | 997 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $35.14万 | 0.18% | 2,135 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $35.00万 | 0.18% | 7,363 | 163 | 2.3% | $7,747 | 加仓 |
| VUG | VANGUARD INDEX FDS | $34.67万 | 0.18% | 4,025 | 137 | 3.5% | $1.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $33.70万 | 0.18% | 2,033 | 28 | 1.4% | $4,641 | 加仓 |
| GOOGL | ALPHABET INC | $30.16万 | 0.16% | 844 | 844 | — | $30.16万 | 新建仓 |
| — | BRAND ENGAGEMENT NETWORK INC | $29.09万 | 0.15% | 17,003 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $27.27万 | 0.14% | 1,983 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $26.18万 | 0.14% | 1,772 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $24.35万 | 0.13% | 795 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $24.10万 | 0.13% | 2,016 | 2,016 | — | $24.10万 | 新建仓 |
| MSFT | MICROSOFT CORP | $23.95万 | 0.13% | 642 | 126 | 24.4% | $4.70万 | 重新持有 |
| MDYG | SPDR SERIES TRUST | $23.45万 | 0.12% | 2,092 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $23.20万 | 0.12% | 589 | 589 | — | $23.20万 | 新建仓 |
| CAT | CATERPILLAR INC | $22.26万 | 0.12% | 209 | 209 | — | $22.26万 | 新建仓 |
| SLV | ISHARES SILVER TR | $21.25万 | 0.11% | 3,974 | -5 | -0.1% | -$267 | 减仓 |
| AMZN | AMAZON COM INC | $20.69万 | 0.11% | 868 | -16 | -1.8% | -$3,813 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $20.58万 | 0.11% | 1,080 | 1,080 | — | $20.58万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.13万 | 0.11% | 615 | 615 | — | $20.13万 | 新建仓 |
| IWM | ISHARES TR | $20.13万 | 0.11% | 670 | 670 | — | $20.13万 | 新建仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,571 | -100.0% | -$22.67万 | 清仓 |