Leslie Global Wealth, LLC
CIK 1954832 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $256.8M
- Posisi
- 85
- Per tanggal
- 30 Juni 2026
#5.645 dari 9.443 berdasarkan nilai 13F · top 59.8%
Nilai portofolio QoQ: +35.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 64,49%
- Bobot 25 kepemilikan teratas
- 88,23%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 15,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,65% Perkiraan pembelian $48.377.813 · penjualan $12.624.675
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,3% masih dipegang
- Posisi baru
- 13
- Meningkat
- 39
- Menurun
- 27
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
7,4%
Industrials
1,2%
Real Estate
1,0%
Healthcare
1,0%
Communication Services
1,0%
Retail
0,7%
Financials
0,7%
Financial Services
0,6%
Utilities
0,6%
Consumer Discretionary
0,3%
Consumer Staples
0,3%
Energy
0,3%
Telecommunication
0,2%
Communications
0,1%
Lainnya/Tidak terpetakan
84,6%
Portofolio lengkap 85 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $37.521.593 | 14,61% | 315.334 | $6.039.122 | Turun ×2 | ||
| SPYV | $30.311.535 | 11,80% | 498.627 | $2.373.689 | Naik ×6 | ||
| SPYM | $29.547.805 | 11,51% | 336.229 | $3.014.449 | Turun ×2 | ||
| SPTI | $13.668.479 | 5,32% | 481.454 | ||||
| SPDW | $12.257.368 | 4,77% | 243.250 | $760.324 | Turun ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $10.362.013 | 4,04% | 224.529 | ||||
| SLYG | $8.856.362 | 3,45% | 74.342 | $3.140.226 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $8.517.601 | 3,32% | 29.436 | $1.185.354 | Naik ×1 | ||
| SPIB | $7.283.941 | 2,84% | 217.691 | ||||
| SPMB | $7.279.552 | 2,83% | 326.291 | ||||
| WTV | $7.084.696 | 2,76% | 39.649 | $588.397 | Turun ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6.958.244 | 2,71% | 9.449 | $889.773 | Turun ×5 | ||
| SPSM | $6.851.946 | 2,67% | 118.813 | $310.578 | Turun ×2 | ||
| IAU | $6.585.227 | 2,56% | 87.210 | $-226.808 | Naik ×1 | ||
| QUAL | $6.182.660 | 2,41% | 28.176 | $1.140.523 | Naik ×1 | ||
| SPEM | $4.746.258 | 1,85% | 91.662 | $-171.833 | Turun ×1 | ||
| PFFV | $3.596.640 | 1,40% | 163.261 | $110.682 | Naik ×1 | ||
| IWM | $3.266.492 | 1,27% | 10.872 | $418.212 | Turun ×2 | ||
| JMUB | $3.173.131 | 1,24% | 62.642 | ||||
| O Realty Income Corporation Common Stock | $2.691.047 | 1,05% | 43.432 | $181.627 | Naik ×1 | ||
| SLYV | $2.464.468 | 0,96% | 22.587 | $130.421 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.352.858 | 0,92% | 11.759 | $356.327 | Naik ×2 | ||
| IVE | $2.232.681 | 0,87% | 9.833 | $157.921 | Naik ×1 | ||
| SPY SPY | $1.441.266 | 0,56% | 1.930 | $188.061 | Naik ×1 | ||
| IWR | $1.343.808 | 0,52% | 12.181 | $232.761 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1.170.537 | 0,46% | 3.138 | $41.518 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.127.348 | 0,44% | 4.730 | $-42.088 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1.097.730 | 0,43% | 951 | $777.120 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.042.305 | 0,41% | 869 | $253.142 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $971.951 | 0,38% | 2.573 | $203.438 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $930.234 | 0,36% | 2.603 | $244.979 | Naik ×5 | ||
| IVW | $904.397 | 0,35% | 6.576 | $139.095 | Turun ×2 | ||
| ORCL Oracle Corporation Common Stock | $865.231 | 0,34% | 5.904 | $15.818 | Naik ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $858.653 | 0,33% | 849 | $140.407 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $830.326 | 0,32% | 2.350 | $161.368 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $805.697 | 0,31% | 14.140 | $97.652 | Turun ×2 | ||
| URI United Rentals, Inc. Common Stock | $771.498 | 0,30% | 681 | $275.349 | |||
| ABBV AbbVie Inc. Common Stock | $750.642 | 0,29% | 2.983 | $111.439 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $724.954 | 0,28% | 1.287 | $-3.940 | Naik ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $705.848 | 0,27% | 1.478 | $258.740 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $607.632 | 0,24% | 1.046 | $390.572 | Turun ×1 | ||
| XLG | $580.522 | 0,23% | 9.481 | $39.004 | Turun ×2 | ||
| SPMD | $545.412 | 0,21% | 8.073 | $-31.746 | Turun ×1 | ||
| BRKB | $539.921 | 0,21% | 1.079 | $24.302 | Naik ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $525.742 | 0,20% | 5.990 | $-36.739 | Turun ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $524.175 | 0,20% | 725 | $271.250 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $509.789 | 0,20% | 3.651 | Naik ×1 | |||
| ES Eversource Energy (D/B/A) Common Stock | $507.986 | 0,20% | 7.029 | $102.837 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $497.273 | 0,19% | 1.958 | $16.948 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $466.866 | 0,18% | 1.110 | $56.826 | Naik ×1 | ||
| SPHY | $426.917 | 0,17% | 18.213 | $-121.033 | Turun ×2 | ||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $424.474 | 0,17% | 1.920 | Naik ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $422.930 | 0,16% | 976 | $215.466 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $422.256 | 0,16% | 1.290 | $39.554 | Turun ×1 | ||
| MO Altria Group, Inc. | $402.704 | 0,16% | 5.597 | $43.124 | Naik ×2 | ||
| CMI Cummins Inc. Common Stock | $401.537 | 0,16% | 563 | $132.527 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $400.316 | 0,16% | 2.928 | $-96.448 | |||
| VZ Verizon Communications Inc. Common Stock | $397.827 | 0,15% | 9.396 | $-72.748 | Naik ×2 | ||
| UTG | $393.640 | 0,15% | 9.667 | $13.920 | |||
| GEV GE Vernova Inc. Common Stock | $383.004 | 0,15% | 326 | $111.532 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $378.588 | 0,15% | 1.013 | $110.425 | Naik ×2 | ||
| IBM International Business Machines Corporation Common Stock | $376.540 | 0,15% | 1.339 | $120.576 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $372.172 | 0,14% | 3.286 | $-36.088 | Naik ×1 | ||
| CP Canadian Pacific Kansas City Limited Common Shares | $360.204 | 0,14% | 4.157 | $34.552 | Naik ×3 | ||
| MA Mastercard Incorporated Common Stock | $345.139 | 0,13% | 672 | $13.365 | Naik ×1 | ||
| WDC Western Digital Corporation - Common Stock | $336.605 | 0,13% | 527 | Naik ×1 | |||
| RTX RTX Corporation Common Stock | $325.197 | 0,13% | 1.714 | $-6.784 | Turun ×1 | ||
| SO Southern Company (The) Common Stock | $312.685 | 0,12% | 3.267 | $-16.159 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $311.870 | 0,12% | 2.427 | $21.971 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $308.821 | 0,12% | 290 | $104.076 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $286.479 | 0,11% | 144 | Naik ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $284.291 | 0,11% | 2.078 | $14.266 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $283.314 | 0,11% | 2.412 | Naik ×1 | |||
| V Visa Inc. | $278.589 | 0,11% | 812 | $49.793 | Naik ×2 | ||
| KLAC KLA Corporation - Common Stock | $272.746 | 0,11% | 904 | Naik ×1 | |||
| MCD McDonald's Corporation Common Stock | $271.932 | 0,11% | 1.006 | $-66.208 | Turun ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $271.727 | 0,11% | 1.142 | $34.945 | |||
| CVX Chevron Corporation Common Stock | $260.575 | 0,10% | 1.572 | $-67.775 | Turun ×2 | ||
| GOVT | $259.715 | 0,10% | 11.401 | Naik ×1 | |||
| JPST | $249.816 | 0,10% | 4.940 | $37.001 | Naik ×1 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $239.812 | 0,09% | 723 | $6.119 | Turun ×1 | ||
| HUBB Hubbell Inc Common Stock | $237.010 | 0,09% | 453 | $14.705 | |||
| KO Coca-Cola Company (The) Common Stock | $228.531 | 0,09% | 2.812 | Naik ×1 | |||
| PM Philip Morris International Inc Common Stock | $222.520 | 0,09% | 2.000 | $-446.942 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $211.416 | 0,08% | 226 | $-14.774 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SPTI | $13.668.479 | 481.454 | 5,32% |
| IUSB | $10.362.013 | 224.529 | 4,04% |
| SPIB | $7.283.941 | 217.691 | 2,84% |
| SPMB | $7.279.552 | 326.291 | 2,83% |
| JMUB | $3.173.131 | 62.642 | 1,24% |
| INTC | $509.789 | 3.651 | 0,20% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $424.474 | 1.920 | 0,17% |
| WDC | $336.605 | 527 | 0,13% |
| ASML | $286.479 | 144 | 0,11% |
| CSCO | $283.314 | 2.412 | 0,11% |
| KLAC | $272.746 | 904 | 0,11% |
| GOVT | $259.715 | 11.401 | 0,10% |
| KO | $228.531 | 2.812 | 0,09% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYG | Dipangkas | -6K | +$6.0M |
| SLYG | Beli lebih banyak | +15K | +$3.1M |
| SPYM | Dipangkas | -10K | +$3.0M |
| SPYV | Beli lebih banyak | +5K | +$2.4M |
| AAPL | Beli lebih banyak | +545 | +$1.2M |
| QUAL | Beli lebih banyak | +12 | +$1.1M |
| QQQ | Dipangkas | -1K | +$890K |
| MU | Beli lebih banyak | +2 | +$777K |
| SPDW | Dipangkas | -9K | +$760K |
| WTV | Dipangkas | -29K | +$588K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| JAAA | 31 Maret 2026 | 544.992 | $27.565.695 | Tidak lagi dilacak |
| IUSB | 30 Juni 2025 | 249.866 | $11.513.825 | |
| DYNF | 30 Juni 2025 | 97.588 | $4.758.391 | Tidak lagi dilacak |
| SPIB | 30 Sep. 2025 | 108.367 | $3.638.964 | Tidak lagi dilacak |
| XLK | 30 Juni 2025 | 12.087 | $2.495.724 | Tidak lagi dilacak |
| IVE | 31 Des. 2025 | 10.220 | $2.110.532 | Tidak lagi dilacak |
| EMXC | 31 Maret 2025 | 36.613 | $2.030.191 | |
| XLF | 31 Des. 2025 | 29.603 | $1.594.714 | Tidak lagi dilacak |
| XLV | 31 Des. 2025 | 9.571 | $1.331.996 | Tidak lagi dilacak |
| XLC | 31 Des. 2025 | 11.129 | $1.317.340 | Tidak lagi dilacak |
| XLI | 30 Sep. 2025 | 8.874 | $1.309.092 | Tidak lagi dilacak |
| PFFD | 31 Maret 2025 | 66.243 | $1.292.409 | Tidak lagi dilacak |
| SPTI | 30 Sep. 2025 | 23.691 | $681.590 | Tidak lagi dilacak |
| GS | 30 Sep. 2025 | 832 | $588.848 | 27,7% |
| JMUB | 31 Maret 2026 | 11.005 | $556.743 | Tidak lagi dilacak |
| SPMB | 30 Sep. 2025 | 21.797 | $481.714 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 2.017 | $455.903 | -1,2% |
| GSY | 30 Juni 2025 | 6.987 | $350.188 | Tidak lagi dilacak |
| UBER | 30 Sep. 2025 | 3.260 | $304.158 | -18,7% |
| ULST | 31 Des. 2025 | 7.413 | $301.635 | Tidak lagi dilacak |
| SPSB | 30 Juni 2025 | 9.325 | $280.683 | Tidak lagi dilacak |
| UBER | 31 Maret 2026 | 3.255 | $265.966 | 10,8% |
| ABT | 30 Juni 2026 | 2.574 | $264.273 | 26,6% |
| AON | 30 Sep. 2025 | 718 | $256.154 | -1,7% |
| CP | 31 Maret 2025 | 3.481 | $251.920 | 34,9% |
| NFLX | 31 Des. 2025 | 204 | $244.580 | -13,9% |
| NICE | 30 Juni 2026 | 2.099 | $231.436 | 10,8% |
| AEP | 31 Des. 2025 | 2.051 | $230.738 | 10,3% |
| T | 30 Juni 2026 | 7.762 | $225.020 | 22,0% |
| PLTR | 31 Maret 2026 | 1.257 | $223.432 | 19,4% |
| MRK | 31 Maret 2025 | 2.239 | $222.736 | 67,6% |
| RSP | 30 Juni 2026 | 1.154 | $221.476 | Tidak lagi dilacak |
| MDLZ | 30 Juni 2025 | 3.260 | $221.191 | -4,3% |
| NEM | 30 Juni 2026 | 1.996 | $216.067 | 35,8% |
| RVTY | 30 Sep. 2025 | 2.195 | $212.300 | 37,5% |
| COST | 31 Des. 2025 | 229 | $211.969 | 8,7% |
| SHEL | 30 Juni 2026 | 2.231 | $207.483 | 22,0% |
| UNH | 30 Juni 2025 | 393 | $205.834 | 25,8% |