Leslie Global Wealth, LLC
- SEC CIK
- 0001954832
- 最新申報
- 2026/7/21
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/31 申報。只含多頭部位。
- 持股檔數
- 52
- 2024 年第 1 季沒有申報
- 總值
- $1.71 億
- 2024 年第 1 季沒有申報
Leslie Global Wealth, LLC 沒有申報 2024 年第 1 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 311,041 | $2,492 萬 | 14.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 267,289 | $1,711 萬 | 10.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 345,184 | $1,682 萬 | 9.8% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 355,747 | $996.8 萬 | 5.8% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 167,741 | $860.5 萬 | 5.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 241,209 | $846.2 萬 | 4.9% | – | – | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 323,743 | $698.3 萬 | 4.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 131,735 | $663.7 萬 | 3.9% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 158,665 | $658.9 萬 | 3.8% | – | – | – |
| ORealty Income Corp | REIT | 123,552 | $652.6 萬 | 3.8% | – | – | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 70,600 | $606.2 萬 | 3.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,010 | $527.5 萬 | 3.1% | – | – | – |
| WisdomTree Tr97717W547 | US VALUE FD | 70,216 | $512.5 萬 | 3.0% | – | – | – |
| Global X FDS37954Y376 | RATE PREFERRED | 189,447 | $448.0 萬 | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 20,788 | $437.8 萬 | 2.6% | – | – | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 131,166 | $427.1 萬 | 2.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 20,216 | $410.2 萬 | 2.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 13,445 | $244.7 萬 | 1.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,937 | $224.8 萬 | 1.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 31,921 | $131.2 萬 | 0.8% | – | – | – |
| Global X FDS37954Y657 | US PFD ETF | 61,837 | $121.7 萬 | 0.7% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 12,952 | $118.1 萬 | 0.7% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,198 | $112.1 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,453 | $109.6 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 8,652 | $106.9 萬 | 0.6% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 12,327 | $105.6 萬 | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,921 | $104.5 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,128 | $99.1 萬 | 0.6% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,379 | $96.0 萬 | 0.6% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 40,472 | $94.0 萬 | 0.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 10,205 | $82.7 萬 | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 4,220 | $59.6 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,165 | $58.7 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,160 | $54.2 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 10,776 | $49.3 萬 | 0.3% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 5,270 | $41.3 萬 | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 1,858 | $39.7 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,064 | $37.6 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 910 | $37.0 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,737 | $33.9 萬 | 0.2% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 523 | $33.8 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,775 | $31.9 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,737 | $31.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,073 | $29.7 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 1,874 | $29.3 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 613 | $27.0 萬 | 0.2% | – | – | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 9,667 | $26.4 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,505 | $26.0 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,227 | $24.3 萬 | 0.1% | – | – | 歷史 |
| RVTYRevvity, Inc. | COM | 2,009 | $21.1 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,039 | $20.8 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 2,855 | $20.2 萬 | 0.1% | – | – | 歷史 |