Leelyn Smith, LLC
- SEC CIK
- 0001777817
- 最新申報
- 2026/7/23
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/30 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 144
- 較 2025 年第 2 季 +10
- 總值
- $6.64 億
- 較 2025 年第 2 季 +$5,440 萬 (+8.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ZTSZoetis Inc. | Stock | 26,152 | $382.6 萬 | 0.6% | +1,702+7.0% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 51,466 | $386.5 萬 | 0.6% | +3,252+6.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 27,354 | $398.6 萬 | 0.6% | +1,172+4.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 11,680 | $412.0 萬 | 0.6% | +616+5.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,636 | $419.7 萬 | 0.6% | +3,917+20.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,707 | $422.3 萬 | 0.6% | +501+6.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 51,516 | $432.4 萬 | 0.7% | +5,048+10.9% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 45,370 | $433.1 萬 | 0.7% | +45,370 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,518 | $446.0 萬 | 0.7% | +1,776+15.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,415 | $449.5 萬 | 0.7% | +1,209+6.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 22,227 | $467.9 萬 | 0.7% | +305+1.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,098 | $486.2 萬 | 0.7% | +507+6.7% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 29,687 | $500.2 萬 | 0.8% | −356−1.2% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 16,493 | $523.9 萬 | 0.8% | +180+1.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 24,646 | $531.9 萬 | 0.8% | +1,805+7.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,651 | $534.3 萬 | 0.8% | +51+0.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 9,431 | $536.4 萬 | 0.8% | −10.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,336 | $538.7 萬 | 0.8% | +105+1.5% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 22,884 | $562.3 萬 | 0.8% | +192+0.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,176 | $571.6 萬 | 0.9% | +45+0.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 17,388 | $592.9 萬 | 0.9% | +119+0.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,825 | $597.1 萬 | 0.9% | +388+5.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 21,245 | $645.6 萬 | 1.0% | +338+1.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 31,600 | $647.0 萬 | 1.0% | +390+1.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 156,427 | $679.0 萬 | 1.0% | +2,020+1.3% | 加碼 | – |
| KLACKLA Corp | COM NEW | 6,452 | $695.9 萬 | 1.0% | −322−4.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 22,156 | $698.9 萬 | 1.1% | −826−3.6% | 減碼 | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 263,308 | $719.1 萬 | 1.1% | +3,431+1.3% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,876 | $750.6 萬 | 1.1% | −458−1.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 165,480 | $818.3 萬 | 1.2% | +5,228+3.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,790 | $844.1 萬 | 1.3% | +14+0.1% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 64,221 | $905.2 萬 | 1.4% | +1,166+1.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 37,060 | $943.7 萬 | 1.4% | +562+1.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 39,262 | $954.5 萬 | 1.4% | +557+1.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 61,290 | $1,346 萬 | 2.0% | +825+1.4% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 153,659 | $1,462 萬 | 2.2% | +2,227+1.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 28,333 | $1,468 萬 | 2.2% | +6,914+32.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 85,418 | $1,594 萬 | 2.4% | −4,415−4.9% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 359,272 | $3,004 萬 | 4.5% | −1,894−0.5% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 375,486 | $3,781 萬 | 5.7% | +5,106+1.4% | 加碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 778,361 | $3,837 萬 | 5.8% | +9,082+1.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,468,832 | $4,010 萬 | 6.0% | +45,292+3.2% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 488,739 | $4,844 萬 | 7.3% | +5,236+1.1% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 143,945 | $5,793 萬 | 8.7% | −3,065−2.1% | 減碼 | – |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。