Leelyn Smith, LLC
- SEC CIK
- 0001777817
- 最新申報
- 2026/7/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 134
- 較 2025 年第 1 季 +5
- 總值
- $6.10 億
- 較 2025 年第 1 季 +$4,678 萬 (+8.3%)
| 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 | 147,010 | $5,383 萬 | 8.8% | +6,826+4.9% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 483,503 | $4,535 萬 | 7.4% | −4,944−1.0% | 減碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 769,279 | $3,785 萬 | 6.2% | +17,700+2.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,423,540 | $3,772 萬 | 6.2% | +68,509+5.1% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 370,380 | $3,724 萬 | 6.1% | +7,014+1.9% | 加碼 | – |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 361,166 | $2,804 萬 | 4.6% | +7,779+2.2% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 151,432 | $1,421 萬 | 2.3% | +892+0.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 89,833 | $1,419 萬 | 2.3% | −2,479−2.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,465 | $1,327 萬 | 2.2% | +1,108+1.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,419 | $1,065 萬 | 1.7% | +361+1.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,055 | $840.6 萬 | 1.4% | +1,191+1.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,776 | $814.9 萬 | 1.3% | +30.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 160,252 | $762.2 萬 | 1.3% | +3,992+2.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,498 | $748.8 萬 | 1.2% | +566+1.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 38,705 | $682.1 萬 | 1.1% | +1,237+3.3% | 加碼 | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 259,877 | $668.7 萬 | 1.1% | +6,616+2.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 22,982 | $666.3 萬 | 1.1% | −621−2.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 154,407 | $646.5 萬 | 1.1% | +2,786+1.8% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,334 | $619.1 萬 | 1.0% | +356+1.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 20,907 | $610.8 萬 | 1.0% | +187+0.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,131 | $607.0 萬 | 1.0% | −93−1.5% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 6,774 | $606.8 萬 | 1.0% | −79−1.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,437 | $579.7 萬 | 1.0% | −56−0.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 31,210 | $571.4 萬 | 0.9% | +871+2.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,600 | $553.9 萬 | 0.9% | −289−1.8% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 30,043 | $551.2 萬 | 0.9% | −407−1.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 22,692 | $540.1 萬 | 0.9% | +395+1.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,231 | $533.7 萬 | 0.9% | +262+3.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 9,432 | $530.0 萬 | 0.9% | −64−0.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 21,922 | $510.5 萬 | 0.8% | +329+1.5% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 16,313 | $505.0 萬 | 0.8% | +226+1.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 17,269 | $503.7 萬 | 0.8% | +276+1.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 22,841 | $478.6 萬 | 0.8% | +311+1.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 11,064 | $428.0 萬 | 0.7% | +650+6.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 46,594 | $426.9 萬 | 0.7% | +1,393+3.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,591 | $418.8 萬 | 0.7% | +320+4.4% | 加碼 | – |
| ACNAccenture plc | Stock | 13,691 | $409.2 萬 | 0.7% | +406+3.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 24,450 | $381.3 萬 | 0.6% | +881+3.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 46,468 | $367.8 萬 | 0.6% | +3,661+8.6% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 48,214 | $357.1 萬 | 0.6% | +2,706+5.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,901 | $346.3 萬 | 0.6% | −149−1.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,645 | $338.4 萬 | 0.6% | −81−1.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 18,206 | $337.9 萬 | 0.6% | +299+1.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 47,542 | $337.7 萬 | 0.6% | +3,606+8.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 48,311 | $335.2 萬 | 0.5% | +79+0.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,206 | $332.7 萬 | 0.5% | +601+7.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,742 | $323.7 萬 | 0.5% | −180−1.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,760 | $320.8 萬 | 0.5% | +570+2.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 42,962 | $304.0 萬 | 0.5% | +869+2.1% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 11,011 | $303.5 萬 | 0.5% | −181−1.6% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 50,638 | $296.9 萬 | 0.5% | −70−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,243 | $290.6 萬 | 0.5% | +559+3.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 66,789 | $289.0 萬 | 0.5% | +421+0.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 41,705 | $288.1 萬 | 0.5% | +1,357+3.4% | 加碼 | – |
| SOSouthern Co | Stock | 31,191 | $286.4 萬 | 0.5% | +295+1.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,719 | $285.9 萬 | 0.5% | +440+2.4% | 加碼 | 歷史 |
| KKellanova | Stock | 34,937 | $277.9 萬 | 0.5% | +379+1.1% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 80,025 | $271.2 萬 | 0.4% | −107−0.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,618 | $269.2 萬 | 0.4% | +73+2.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,804 | $268.8 萬 | 0.4% | −90−1.5% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 26,182 | $267.9 萬 | 0.4% | +875+3.5% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 21,915 | $263.1 萬 | 0.4% | +21,915 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 45,767 | $258.7 萬 | 0.4% | +792+1.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 29,655 | $258.5 萬 | 0.4% | +663+2.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,230 | $257.7 萬 | 0.4% | +229+2.5% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 8,897 | $256.2 萬 | 0.4% | +343+4.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 33,658 | $254.9 萬 | 0.4% | +962+2.9% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 54,988 | $251.6 萬 | 0.4% | −1,832−3.2% | 減碼 | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 62,815 | $247.8 萬 | 0.4% | −1,004−1.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 18,624 | $245.9 萬 | 0.4% | +957+5.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 17,168 | $245.8 萬 | 0.4% | +583+3.5% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 3,324 | $243.1 萬 | 0.4% | +193+6.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,655 | $242.4 萬 | 0.4% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 99,337 | $240.8 萬 | 0.4% | +5,729+6.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 23,257 | $234.8 萬 | 0.4% | +1,330+6.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 49,048 | $227.0 萬 | 0.4% | +1,781+3.8% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 23,443 | $226.2 萬 | 0.4% | +1,210+5.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,868 | $214.5 萬 | 0.4% | +622+8.6% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 39,724 | $205.8 萬 | 0.3% | +2,033+5.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 9,990 | $204.4 萬 | 0.3% | +43+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,243 | $202.7 萬 | 0.3% | 00.0% | 不變 | – |
| WDAYWorkday, Inc. | CL A | 8,295 | $199.1 萬 | 0.3% | +3,452+71.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 20,327 | $197.9 萬 | 0.3% | +398+2.0% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 9,341 | $189.7 萬 | 0.3% | +758+8.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,318 | $188.5 萬 | 0.3% | 00.0% | 不變 | – |
| ZSZscaler, Inc. | Stock | 5,696 | $178.8 萬 | 0.3% | +140+2.5% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 15,824 | $167.3 萬 | 0.3% | +147+0.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 25,458 | $144.7 萬 | 0.2% | +767+3.1% | 加碼 | – |
| TYLTyler Technologies Inc | COM | 2,243 | $133.0 萬 | 0.2% | +121+5.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,956 | $127.1 萬 | 0.2% | +1,382+18.2% | 加碼 | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 28,961 | $121.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 10,327 | $114.0 萬 | 0.2% | +1,019+10.9% | 加碼 | – |
| ASMLASML Holding NV | ADR | 1,422 | $114.0 萬 | 0.2% | +1,422 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,574 | $110.1 萬 | 0.2% | +347+10.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,661 | $97.6 萬 | 0.2% | −37−1.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 31,049 | $89.9 萬 | 0.1% | +5,776+22.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,564 | $79.5 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,532 | $77.4 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 7,683 | $75.1 萬 | 0.1% | +253+3.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,465 | $74.5 萬 | 0.1% | +473+9.5% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。