Leelyn Smith, LLC
- SEC CIK
- 0001777817
- 最新申報
- 2026/7/23
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/2 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 129
- 較 2024 年第 4 季 −5
- 總值
- $5.63 億
- 較 2024 年第 4 季 +$136.7 萬 (+0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910816 | MEGA GRWTH IND | 140,184 | $4,330 萬 | 7.7% | +3,967+2.9% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 488,447 | $4,298 萬 | 7.6% | +25,156+5.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,355,031 | $3,789 萬 | 6.7% | +60,565+4.7% | 加碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 751,579 | $3,694 萬 | 6.6% | +109,629+17.1% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 363,366 | $3,656 萬 | 6.5% | +53,992+17.5% | 加碼 | – |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 353,387 | $2,473 萬 | 4.4% | −15,867−4.3% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 150,540 | $1,410 萬 | 2.5% | −8,796−5.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 59,357 | $1,129 萬 | 2.0% | +636+1.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 92,312 | $1,000 萬 | 1.8% | −2,011−2.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,773 | $893.3 萬 | 1.6% | +78+0.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,932 | $798.2 萬 | 1.4% | −393−1.1% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,864 | $797.8 萬 | 1.4% | −364−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 21,058 | $790.5 萬 | 1.4% | +404+2.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 156,260 | $784.9 萬 | 1.4% | −974−0.6% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 151,621 | $658.6 萬 | 1.2% | −3,598−2.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 20,720 | $647.2 萬 | 1.2% | +317+1.6% | 加碼 | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 253,261 | $639.7 萬 | 1.1% | +27,090+12.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 7,493 | $618.9 萬 | 1.1% | −303−3.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,224 | $588.7 萬 | 1.0% | −135−2.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 37,468 | $579.4 萬 | 1.0% | −3,587−8.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 23,603 | $579.0 萬 | 1.0% | −676−2.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 15,889 | $556.9 萬 | 1.0% | −197−1.2% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 30,450 | $525.3 萬 | 0.9% | +32+0.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 9,496 | $520.5 萬 | 0.9% | −10−0.1% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 6,853 | $465.8 萬 | 0.8% | +76+1.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 16,993 | $463.2 萬 | 0.8% | +766+4.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 21,593 | $457.2 萬 | 0.8% | +684+3.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 22,297 | $449.7 萬 | 0.8% | +544+2.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,978 | $447.8 萬 | 0.8% | +448+1.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 45,201 | $443.4 萬 | 0.8% | +949+2.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 30,339 | $440.3 萬 | 0.8% | +1,058+3.6% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 16,087 | $421.2 萬 | 0.7% | +427+2.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 13,285 | $414.6 萬 | 0.7% | +298+2.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,969 | $401.7 萬 | 0.7% | +6,969 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 10,414 | $399.4 萬 | 0.7% | +736+7.6% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 23,569 | $388.1 萬 | 0.7% | +1,136+5.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 22,530 | $384.2 萬 | 0.7% | +1,561+7.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 42,807 | $384.2 萬 | 0.7% | +3,685+9.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,605 | $378.4 萬 | 0.7% | +397+5.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,907 | $375.2 萬 | 0.7% | −345−1.9% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 45,508 | $367.3 萬 | 0.7% | +2,807+6.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,190 | $347.2 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,271 | $341.0 萬 | 0.6% | −932−11.4% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 50,708 | $304.3 萬 | 0.5% | −651−1.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,279 | $303.1 萬 | 0.5% | +223+1.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 42,093 | $301.5 萬 | 0.5% | −378−0.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,684 | $301.4 萬 | 0.5% | −84−0.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 66,368 | $301.0 萬 | 0.5% | +1,533+2.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 20,448 | $300.3 萬 | 0.5% | −506−2.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 48,232 | $297.6 萬 | 0.5% | −924−1.9% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 11,192 | $296.9 萬 | 0.5% | −203−1.8% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 80,132 | $289.4 萬 | 0.5% | −963−1.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 47,267 | $288.3 萬 | 0.5% | −432−0.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,050 | $286.4 萬 | 0.5% | −511−4.4% | 減碼 | 歷史 |
| KKellanova | Stock | 34,558 | $285.1 萬 | 0.5% | −1,017−2.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 30,896 | $284.1 萬 | 0.5% | −777−2.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,001 | $280.4 萬 | 0.5% | +49+0.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 43,936 | $278.9 萬 | 0.5% | +3,858+9.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,585 | $277.5 萬 | 0.5% | +28+0.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,667 | $264.9 萬 | 0.5% | +981+5.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,894 | $263.3 萬 | 0.5% | +244+4.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 28,992 | $260.5 萬 | 0.5% | +301+1.0% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 56,820 | $259.4 萬 | 0.5% | −1,329−2.3% | 減碼 | – |
| DDominion Energy, Inc | Stock | 44,975 | $252.2 萬 | 0.4% | +772+1.7% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 40,348 | $250.6 萬 | 0.4% | +1,805+4.7% | 加碼 | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 63,819 | $250.0 萬 | 0.4% | −1,358−2.1% | 減碼 | – |
| SYYSysco Corp | Stock | 32,696 | $245.4 萬 | 0.4% | +693+2.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 21,927 | $241.2 萬 | 0.4% | +862+4.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 93,608 | $237.2 萬 | 0.4% | +5,841+6.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,726 | $237.1 萬 | 0.4% | +22+0.3% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 37,691 | $225.4 萬 | 0.4% | +2,112+5.9% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 22,233 | $204.3 萬 | 0.4% | +929+4.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,545 | $202.6 萬 | 0.4% | +48+1.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,922 | $199.6 萬 | 0.4% | −389−3.2% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,655 | $198.2 萬 | 0.4% | 00.0% | 不變 | – |
| VEEVVeeva Systems Inc | Stock | 8,554 | $198.1 萬 | 0.4% | +301+3.6% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 25,307 | $196.1 萬 | 0.3% | +25,307 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,246 | $194.5 萬 | 0.3% | +151+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,243 | $187.3 萬 | 0.3% | 00.0% | 不變 | – |
| TEAMAtlassian Corp | CL A | 8,583 | $182.1 萬 | 0.3% | +136+1.6% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 3,131 | $181.6 萬 | 0.3% | +165+5.6% | 加碼 | 歷史 |
| PCTYPaylocity Holding Corp | COM | 9,664 | $181.0 萬 | 0.3% | +268+2.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,318 | $170.5 萬 | 0.3% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 9,947 | $169.7 萬 | 0.3% | +18+0.2% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 15,677 | $150.9 萬 | 0.3% | +22+0.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 19,929 | $144.9 萬 | 0.3% | +101+0.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 24,691 | $141.1 萬 | 0.3% | +839+3.5% | 加碼 | – |
| TYLTyler Technologies Inc | COM | 2,122 | $123.4 萬 | 0.2% | +19+0.9% | 加碼 | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 28,961 | $120.0 萬 | 0.2% | −349−1.2% | 減碼 | – |
| WDAYWorkday, Inc. | CL A | 4,843 | $113.1 萬 | 0.2% | +81+1.7% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 5,556 | $110.2 萬 | 0.2% | +253+4.8% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 9,308 | $102.8 萬 | 0.2% | +4,753+104.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,698 | $98.9 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,227 | $82.1 萬 | 0.1% | +539+20.1% | 加碼 | 歷史 |
| Hartford FDS Exchange Traded41653L404 | SCHRDRS TAX BD | 41,375 | $79.3 萬 | 0.1% | +2,028+5.2% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,574 | $77.8 萬 | 0.1% | +1,612+27.0% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,532 | $77.3 萬 | 0.1% | 00.0% | 不變 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 14,731 | $74.7 萬 | 0.1% | −2,198−13.0% | 減碼 | – |
| DEDeere & Co | Stock | 1,559 | $73.2 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 25,273 | $71.5 萬 | 0.1% | +3,755+17.5% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（11 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 18,512 | $456.9 萬 | 0.8% | 歷史 |
| TWTradeweb Markets Inc. | Stock | 10,226 | $133.9 萬 | 0.2% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 12,422 | $60.1 萬 | 0.1% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 8,543 | $43.0 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 3,396 | $39.1 萬 | 0.1% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 13,034 | $38.9 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 5,138 | $38.4 萬 | 0.1% | – |
| First Tr Exchange Traded FD33738R811 | NASDQ SEMCNDTR | 3,667 | $32.0 萬 | 0.1% | – |
| ETNEaton Corp plc | Stock | 675 | $22.4 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 6,043 | $21.8 萬 | <0.1% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,402 | $21.2 萬 | <0.1% | – |