Leo Wealth, LLC
- SEC CIK
- 0001912202
- 最新申報
- 2026/5/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/3/14 申報。只含多頭部位。
- 持股檔數
- 327
- 2023 年第 3 季沒有申報
- 總值
- $9.65 億
- 2023 年第 3 季沒有申報
Leo Wealth, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 781,569 | $1.23 億 | 12.7% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 688,579 | $6,072 萬 | 6.3% | – | – | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,173,111 | $5,765 萬 | 6.0% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 743,185 | $4,148 萬 | 4.3% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 377,356 | $3,686 萬 | 3.8% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 388,490 | $3,271 萬 | 3.4% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 284,503 | $2,715 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 149,181 | $2,710 萬 | 2.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 137,385 | $2,129 萬 | 2.2% | – | – | 歷史 |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 193,518 | $1,804 萬 | 1.9% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 153,361 | $1,681 萬 | 1.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 326,897 | $1,643 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 33,585 | $1,314 萬 | 1.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 28,126 | $1,180 萬 | 1.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 147,797 | $1,163 萬 | 1.2% | – | – | – |
| SBACSba Communications Corp | CL A | 43,054 | $1,092 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 105,828 | $1,028 萬 | 1.1% | – | – | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 201,602 | $913.1 萬 | 0.9% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 237,627 | $910.6 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 151,128 | $909.0 萬 | 0.9% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 186,423 | $869.9 萬 | 0.9% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 183,034 | $834.3 萬 | 0.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 10,121 | $752.1 萬 | 0.8% | – | – | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 271,757 | $728.0 萬 | 0.8% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 88,440 | $715.0 萬 | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 119,943 | $647.3 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,038 | $647.3 萬 | 0.7% | – | – | – |
| iShares Inc464286251 | JP MRG EM CRP BD | 145,530 | $643.9 萬 | 0.7% | – | – | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 141,496 | $641.1 萬 | 0.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 35,854 | $611.0 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 348,754 | $604.8 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,908 | $532.3 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 204,130 | $508.6 萬 | 0.5% | – | – | – |
| EMREmerson Electric Co | Stock | 42,760 | $467.7 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,513 | $465.5 萬 | 0.5% | – | – | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 187,852 | $465.1 萬 | 0.5% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 85,433 | $429.2 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 41,215 | $429.1 萬 | 0.4% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 22,204 | $402.5 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 42,754 | $387.6 萬 | 0.4% | – | – | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 74,694 | $386.2 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 5,756 | $384.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 76,785 | $382.4 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,805 | $377.8 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 98,306 | $374.7 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,774 | $372.9 萬 | 0.4% | – | – | 歷史 |
| Franklin Templeton ETF Tr35473P819 | FTSE CHINA | 230,855 | $370.1 萬 | 0.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 20,985 | $348.0 萬 | 0.4% | – | – | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 145,388 | $347.5 萬 | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 87,407 | $334.6 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286517 | JP MORGAN EM ETF | 90,718 | $331.9 萬 | 0.3% | – | – | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 141,336 | $329.0 萬 | 0.3% | – | – | – |
| KVUEKenvue Inc. | Stock | 150,478 | $324.0 萬 | 0.3% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 28,035 | $322.8 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 16,273 | $309.5 萬 | 0.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 49,974 | $296.8 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 18,340 | $291.5 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 141,526 | $289.4 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 170,958 | $289.0 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,104 | $277.5 萬 | 0.3% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 34,174 | $274.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 47,128 | $273.2 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,973 | $268.4 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,572 | $255.2 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 3,642 | $253.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 106,268 | $253.6 萬 | 0.3% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 13,843 | $253.0 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 17,894 | $250.7 萬 | 0.3% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 29,851 | $247.1 萬 | 0.3% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 67,008 | $246.4 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 46,569 | $241.1 萬 | 0.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 41,451 | $233.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,779 | $233.4 萬 | 0.2% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 40,728 | $230.7 萬 | 0.2% | – | – | – |
| BIIBBiogen Inc. | COM | 8,754 | $226.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,874 | $222.6 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 75,662 | $217.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 159,828 | $212.7 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 4,811 | $212.0 萬 | 0.2% | – | – | 歷史 |
| KKellanova | Stock | 37,701 | $209.9 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 13,369 | $206.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 29,362 | $203.7 萬 | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 18,985 | $199.2 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,923 | $196.4 萬 | 0.2% | – | – | – |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 134,328 | $191.9 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 78,313 | $191.2 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 10,768 | $191.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U432 | IBONDS DEC 25 | 70,507 | $187.2 萬 | 0.2% | – | – | – |
| DUKDuke Energy CORP | Stock | 19,078 | $184.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,706 | $180.6 萬 | 0.2% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 22,392 | $173.4 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 58,486 | $172.0 萬 | 0.2% | – | – | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 74,620 | $170.5 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,625 | $170.2 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 24,575 | $163.4 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 27,188 | $161.7 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,265 | $161.5 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 31,396 | $158.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 63,660 | $157.9 萬 | 0.2% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 46,949 | $156.2 萬 | 0.2% | – | – | – |