Leslie Global Wealth, LLC
CIK 1954832 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $256.8M
- 持仓
- 85
- 截至
- 2026年6月30日
按 13F 价值排名第 5645（共 9443） · 前 59.8%
投资组合价值同比（季度）：+35.3% 13F不披露现金
- 前十大持仓权重
- 64.49%
- 前二十五大持仓权重
- 88.23%
- 持仓高于 1%
- 20
- 有效持仓数量
- 15.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 5.65% 估计买入 $48377813 · 卖出 $12624675
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 77.3% 仍持有
- 新仓位
- 13
- 增加
- 39
- 减少
- 27
- 已结清
- 7
本页内容
行业细分
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%
其他/未映射
84.6%
完整投资组合 85 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYG | $37521593 | 14.61% | 315334 | $6039122 | 下跌 ×2 | ||
| SPYV | $30311535 | 11.80% | 498627 | $2373689 | 上涨 ×6 | ||
| SPYM | $29547805 | 11.51% | 336229 | $3014449 | 下跌 ×2 | ||
| SPTI | $13668479 | 5.32% | 481454 | ||||
| SPDW | $12257368 | 4.77% | 243250 | $760324 | 下跌 ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $10362013 | 4.04% | 224529 | ||||
| SLYG | $8856362 | 3.45% | 74342 | $3140226 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $8517601 | 3.32% | 29436 | $1185354 | 上涨 ×1 | ||
| SPIB | $7283941 | 2.84% | 217691 | ||||
| SPMB | $7279552 | 2.83% | 326291 | ||||
| WTV | $7084696 | 2.76% | 39649 | $588397 | 下跌 ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6958244 | 2.71% | 9449 | $889773 | 下跌 ×5 | ||
| SPSM | $6851946 | 2.67% | 118813 | $310578 | 下跌 ×2 | ||
| IAU | $6585227 | 2.56% | 87210 | $-226808 | 上涨 ×1 | ||
| QUAL | $6182660 | 2.41% | 28176 | $1140523 | 上涨 ×1 | ||
| SPEM | $4746258 | 1.85% | 91662 | $-171833 | 下跌 ×1 | ||
| PFFV | $3596640 | 1.40% | 163261 | $110682 | 上涨 ×1 | ||
| IWM | $3266492 | 1.27% | 10872 | $418212 | 下跌 ×2 | ||
| JMUB | $3173131 | 1.24% | 62642 | ||||
| O Realty Income Corporation Common Stock | $2691047 | 1.05% | 43432 | $181627 | 上涨 ×1 | ||
| SLYV | $2464468 | 0.96% | 22587 | $130421 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2352858 | 0.92% | 11759 | $356327 | 上涨 ×2 | ||
| IVE | $2232681 | 0.87% | 9833 | $157921 | 上涨 ×1 | ||
| SPY SPY | $1441266 | 0.56% | 1930 | $188061 | 上涨 ×1 | ||
| IWR | $1343808 | 0.52% | 12181 | $232761 | 上涨 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1170537 | 0.46% | 3138 | $41518 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1127348 | 0.44% | 4730 | $-42088 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1097730 | 0.43% | 951 | $777120 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1042305 | 0.41% | 869 | $253142 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $971951 | 0.38% | 2573 | $203438 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $930234 | 0.36% | 2603 | $244979 | 上涨 ×5 | ||
| IVW | $904397 | 0.35% | 6576 | $139095 | 下跌 ×2 | ||
| ORCL Oracle Corporation Common Stock | $865231 | 0.34% | 5904 | $15818 | 上涨 ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $858653 | 0.33% | 849 | $140407 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $830326 | 0.32% | 2350 | $161368 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $805697 | 0.31% | 14140 | $97652 | 下跌 ×2 | ||
| URI United Rentals, Inc. Common Stock | $771498 | 0.30% | 681 | $275349 | |||
| ABBV AbbVie Inc. Common Stock | $750642 | 0.29% | 2983 | $111439 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $724954 | 0.28% | 1287 | $-3940 | 上涨 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $705848 | 0.27% | 1478 | $258740 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $607632 | 0.24% | 1046 | $390572 | 下跌 ×1 | ||
| XLG | $580522 | 0.23% | 9481 | $39004 | 下跌 ×2 | ||
| SPMD | $545412 | 0.21% | 8073 | $-31746 | 下跌 ×1 | ||
| BRKB | $539921 | 0.21% | 1079 | $24302 | 上涨 ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $525742 | 0.20% | 5990 | $-36739 | 下跌 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $524175 | 0.20% | 725 | $271250 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $509789 | 0.20% | 3651 | 上涨 ×1 | |||
| ES Eversource Energy (D/B/A) Common Stock | $507986 | 0.20% | 7029 | $102837 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $497273 | 0.19% | 1958 | $16948 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $466866 | 0.18% | 1110 | $56826 | 上涨 ×1 | ||
| SPHY | $426917 | 0.17% | 18213 | $-121033 | 下跌 ×2 | ||
| 未知发行人 (CUSIP: 43849R105) | $424474 | 0.17% | 1920 | 上涨 ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $422930 | 0.16% | 976 | $215466 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $422256 | 0.16% | 1290 | $39554 | 下跌 ×1 | ||
| MO Altria Group, Inc. | $402704 | 0.16% | 5597 | $43124 | 上涨 ×2 | ||
| CMI Cummins Inc. Common Stock | $401537 | 0.16% | 563 | $132527 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $400316 | 0.16% | 2928 | $-96448 | |||
| VZ Verizon Communications Inc. Common Stock | $397827 | 0.15% | 9396 | $-72748 | 上涨 ×2 | ||
| UTG | $393640 | 0.15% | 9667 | $13920 | |||
| GEV GE Vernova Inc. Common Stock | $383004 | 0.15% | 326 | $111532 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $378588 | 0.15% | 1013 | $110425 | 上涨 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $376540 | 0.15% | 1339 | $120576 | 上涨 ×2 | ||
| WMT Walmart Inc. - Common Stock | $372172 | 0.14% | 3286 | $-36088 | 上涨 ×1 | ||
| CP Canadian Pacific Kansas City Limited Common Shares | $360204 | 0.14% | 4157 | $34552 | 上涨 ×3 | ||
| MA Mastercard Incorporated Common Stock | $345139 | 0.13% | 672 | $13365 | 上涨 ×1 | ||
| WDC Western Digital Corporation - Common Stock | $336605 | 0.13% | 527 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $325197 | 0.13% | 1714 | $-6784 | 下跌 ×1 | ||
| SO Southern Company (The) Common Stock | $312685 | 0.12% | 3267 | $-16159 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $311870 | 0.12% | 2427 | $21971 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $308821 | 0.12% | 290 | $104076 | 上涨 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $286479 | 0.11% | 144 | 上涨 ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $284291 | 0.11% | 2078 | $14266 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $283314 | 0.11% | 2412 | 上涨 ×1 | |||
| V Visa Inc. | $278589 | 0.11% | 812 | $49793 | 上涨 ×2 | ||
| KLAC KLA Corporation - Common Stock | $272746 | 0.11% | 904 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $271932 | 0.11% | 1006 | $-66208 | 下跌 ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $271727 | 0.11% | 1142 | $34945 | |||
| CVX Chevron Corporation Common Stock | $260575 | 0.10% | 1572 | $-67775 | 下跌 ×2 | ||
| GOVT | $259715 | 0.10% | 11401 | 上涨 ×1 | |||
| JPST | $249816 | 0.10% | 4940 | $37001 | 上涨 ×1 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $239812 | 0.09% | 723 | $6119 | 下跌 ×1 | ||
| HUBB Hubbell Inc Common Stock | $237010 | 0.09% | 453 | $14705 | |||
| KO Coca-Cola Company (The) Common Stock | $228531 | 0.09% | 2812 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $222520 | 0.09% | 2000 | $-446942 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $211416 | 0.08% | 226 | $-14774 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SPTI | $13668479 | 481454 | 5.32% |
| IUSB | $10362013 | 224529 | 4.04% |
| SPIB | $7283941 | 217691 | 2.84% |
| SPMB | $7279552 | 326291 | 2.83% |
| JMUB | $3173131 | 62642 | 1.24% |
| INTC | $509789 | 3651 | 0.20% |
| 未知发行人 (CUSIP: 43849R105) | $424474 | 1920 | 0.17% |
| WDC | $336605 | 527 | 0.13% |
| ASML | $286479 | 144 | 0.11% |
| CSCO | $283314 | 2412 | 0.11% |
| KLAC | $272746 | 904 | 0.11% |
| GOVT | $259715 | 11401 | 0.10% |
| KO | $228531 | 2812 | 0.09% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| JAAA | 2026年3月31日 | 544992 | $27565695 | 不再跟踪 |
| IUSB | 2025年6月30日 | 249866 | $11513825 | |
| DYNF | 2025年6月30日 | 97588 | $4758391 | 不再跟踪 |
| SPIB | 2025年9月30日 | 108367 | $3638964 | 不再跟踪 |
| XLK | 2025年6月30日 | 12087 | $2495724 | 不再跟踪 |
| IVE | 2025年12月31日 | 10220 | $2110532 | 不再跟踪 |
| EMXC | 2025年3月31日 | 36613 | $2030191 | |
| XLF | 2025年12月31日 | 29603 | $1594714 | 不再跟踪 |
| XLV | 2025年12月31日 | 9571 | $1331996 | 不再跟踪 |
| XLC | 2025年12月31日 | 11129 | $1317340 | 不再跟踪 |
| XLI | 2025年9月30日 | 8874 | $1309092 | 不再跟踪 |
| PFFD | 2025年3月31日 | 66243 | $1292409 | 不再跟踪 |
| SPTI | 2025年9月30日 | 23691 | $681590 | 不再跟踪 |
| GS | 2025年9月30日 | 832 | $588848 | 28.6% |
| JMUB | 2026年3月31日 | 11005 | $556743 | 不再跟踪 |
| SPMB | 2025年9月30日 | 21797 | $481714 | 不再跟踪 |
| HON | 2026年6月30日 | 2017 | $455903 | -1.9% |
| GSY | 2025年6月30日 | 6987 | $350188 | 不再跟踪 |
| UBER | 2025年9月30日 | 3260 | $304158 | -20.2% |
| ULST | 2025年12月31日 | 7413 | $301635 | 不再跟踪 |
| SPSB | 2025年6月30日 | 9325 | $280683 | 不再跟踪 |
| UBER | 2026年3月31日 | 3255 | $265966 | 8.7% |
| ABT | 2026年6月30日 | 2574 | $264273 | 26.1% |
| AON | 2025年9月30日 | 718 | $256154 | -1.0% |
| CP | 2025年3月31日 | 3481 | $251920 | 36.1% |
| NFLX | 2025年12月31日 | 204 | $244580 | -15.1% |
| NICE | 2026年6月30日 | 2099 | $231436 | 9.5% |
| AEP | 2025年12月31日 | 2051 | $230738 | 7.1% |
| T | 2026年6月30日 | 7762 | $225020 | 22.6% |
| PLTR | 2026年3月31日 | 1257 | $223432 | 18.3% |
| MRK | 2025年3月31日 | 2239 | $222736 | 69.0% |
| RSP | 2026年6月30日 | 1154 | $221476 | 不再跟踪 |
| MDLZ | 2025年6月30日 | 3260 | $221191 | -4.9% |
| NEM | 2026年6月30日 | 1996 | $216067 | 40.1% |
| RVTY | 2025年9月30日 | 2195 | $212300 | 40.1% |
| COST | 2025年12月31日 | 229 | $211969 | 9.4% |
| SHEL | 2026年6月30日 | 2231 | $207483 | 20.9% |
| UNH | 2025年6月30日 | 393 | $205834 | 24.2% |