Leslie Global Wealth, LLC
- SEC CIK
- 0001954832
- 最新申報
- 2026/7/21
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 71
- 較 2024 年第 3 季 0
- 總值
- $2.15 億
- 較 2024 年第 3 季 +$964.8 萬 (+4.7%)
| 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 | 371,987 | $3,270 萬 | 15.2% | +26,822+7.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 361,067 | $2,489 萬 | 11.6% | +75,835+26.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 351,965 | $1,800 萬 | 8.4% | −5,428−1.5% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 254,393 | $1,150 萬 | 5.3% | +254,393 | 新進 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 400,031 | $1,115 萬 | 5.2% | +21,074+5.6% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 253,573 | $865.4 萬 | 4.0% | +1,196+0.5% | 加碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 364,639 | $785.8 萬 | 3.6% | +20,690+6.0% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 145,251 | $744.4 萬 | 3.5% | +145,251 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,107 | $721.2 萬 | 3.3% | +3,620+34.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 138,237 | $693.3 萬 | 3.2% | +132+0.1% | 加碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 77,992 | $651.9 萬 | 3.0% | +11,033+16.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 25,788 | $645.8 萬 | 3.0% | −254−1.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 141,439 | $635.3 萬 | 2.9% | −18,509−11.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 29,025 | $516.9 萬 | 2.4% | +29,025 | 新進 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 149,640 | $490.2 萬 | 2.3% | +44,640+42.5% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 42,921 | $387.8 萬 | 1.8% | −32,615−43.2% | 減碼 | – |
| Global X FDS37954Y376 | RATE PREFERRED | 155,056 | $365.5 萬 | 1.7% | −46,950−23.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,200 | $260.4 萬 | 1.2% | +148+1.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,929 | $241.5 萬 | 1.1% | −13,395−55.1% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 12,441 | $237.5 萬 | 1.1% | −15,378−55.3% | 減碼 | – |
| ORealty Income Corp | REIT | 44,242 | $236.3 萬 | 1.1% | −87,920−66.5% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 59,648 | $228.9 萬 | 1.1% | −2,470−4.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 39,491 | $216.0 萬 | 1.0% | −137,143−77.6% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 36,613 | $203.0 萬 | 0.9% | +36,613 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 31,763 | $153.5 萬 | 0.7% | −635−2.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 10,601 | $142.4 萬 | 0.7% | +8+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,064 | $133.0 萬 | 0.6% | −95−1.5% | 減碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 66,243 | $129.2 萬 | 0.6% | +1,959+3.0% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,656 | $127.2 萬 | 0.6% | +235+2.5% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 13,052 | $126.4 萬 | 0.6% | +125+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,794 | $117.8 萬 | 0.5% | +3+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,171 | $102.8 萬 | 0.5% | −30−0.5% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,790 | $99.4 萬 | 0.5% | −11,469−53.9% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 9,881 | $87.4 萬 | 0.4% | −471−4.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,270 | $74.4 萬 | 0.3% | +7+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 14,525 | $63.8 萬 | 0.3% | +169+1.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 26,702 | $62.7 萬 | 0.3% | −26,454−49.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 11,757 | $58.7 萬 | 0.3% | −2,955−20.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,261 | $57.9 萬 | 0.3% | +16+0.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,348 | $54.4 萬 | 0.3% | +1,348 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 892 | $52.3 萬 | 0.2% | −2,613−74.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,751 | $48.4 萬 | 0.2% | −457−6.3% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 679 | $47.8 萬 | 0.2% | +3+0.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 821 | $47.0 萬 | 0.2% | +5+0.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,007 | $45.3 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,325 | $44.3 萬 | 0.2% | +34+1.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 941 | $42.7 萬 | 0.2% | +12+1.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,236 | $42.3 萬 | 0.2% | +43+2.0% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,555 | $37.6 萬 | 0.2% | −1,000−13.2% | 減碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 2,099 | $35.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,912 | $35.6 萬 | 0.2% | −80−0.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 642 | $33.8 萬 | 0.2% | +3+0.5% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,542 | $30.9 萬 | 0.1% | −1,228−25.7% | 減碼 | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 9,667 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 395 | $30.5 萬 | 0.1% | −5−1.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,655 | $30.0 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,154 | $28.5 萬 | 0.1% | +568+22.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,608 | $28.1 萬 | 0.1% | −590−18.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,931 | $28.0 萬 | 0.1% | +258+15.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,416 | $28.0 萬 | 0.1% | −7−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,151 | $27.6 萬 | 0.1% | +13+1.1% | 加碼 | 歷史 |
| AONAon plc | CL A | 737 | $26.5 萬 | 0.1% | +6+0.8% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,481 | $25.2 萬 | 0.1% | +3,481 | 新進 | 歷史 |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 5,675 | $22.9 萬 | 0.1% | −1,009−15.1% | 減碼 | – |
| RVTYRevvity, Inc. | COM | 2,009 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,239 | $22.3 萬 | 0.1% | +2,239 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,402 | $22.2 萬 | 0.1% | +36+1.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 693 | $21.9 萬 | 0.1% | +693 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 1,109 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 737 | $21.4 萬 | 0.1% | +59+8.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 942 | $20.7 萬 | 0.1% | +27+3.0% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（8 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,943 | $49.5 萬 | 0.2% | – |
| SOSouthern Co | Stock | 4,678 | $42.2 萬 | 0.2% | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,401 | $41.4 萬 | 0.2% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,553 | $27.8 萬 | 0.1% | – |
| MDLZMondelez International, Inc. | Stock | 3,451 | $25.4 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,544 | $24.8 萬 | 0.1% | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 2,340 | $23.3 萬 | 0.1% | – |
| UNHUnitedHealth Group Inc | Stock | 397 | $23.2 萬 | 0.1% | 歷史 |