Leslie Global Wealth, LLC
- SEC CIK
- 0001954832
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 73
- 較 2025 年第 1 季 −2
- 總值
- $1.87 億
- 較 2025 年第 1 季 −$1,829 萬 (−8.9%)
| 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 | 392,599 | $3,742 萬 | 20.0% | −10,218−2.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 419,871 | $3,052 萬 | 16.3% | +44,920+12.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 376,239 | $1,969 萬 | 10.5% | +11,666+3.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 254,186 | $1,029 萬 | 5.5% | +7,135+2.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,426 | $685.5 萬 | 3.7% | −2,415−16.3% | 減碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 77,597 | $670.4 萬 | 3.6% | −820−1.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 150,588 | $641.5 萬 | 3.4% | −922−0.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 32,475 | $593.7 萬 | 3.2% | −13,193−28.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,501 | $584.8 萬 | 3.1% | +2,437+9.4% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 24,720 | $483.1 萬 | 2.6% | +12,517+102.6% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 51,364 | $455.9 萬 | 2.4% | +3,893+8.2% | 加碼 | – |
| Global X FDS37954Y376 | RATE PREFERRED | 164,364 | $374.7 萬 | 2.0% | +10,153+6.6% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 108,367 | $363.9 萬 | 1.9% | −76,183−41.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 14,160 | $305.6 萬 | 1.6% | +2,364+20.0% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 63,791 | $272.6 萬 | 1.5% | +3,757+6.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 18,568 | $204.4 萬 | 1.1% | +9,462+103.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 12,092 | $191.0 萬 | 1.0% | +4,414+57.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,644 | $163.4 萬 | 0.9% | +1,005+61.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 27,852 | $145.9 萬 | 0.8% | −1,187−4.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,712 | $134.9 萬 | 0.7% | +384+16.5% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 12,143 | $131.8 萬 | 0.7% | +146+1.2% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,874 | $130.9 萬 | 0.7% | −787−8.1% | 減碼 | – |
| ORCLOracle Corp | Stock | 5,672 | $124.0 萬 | 0.7% | −461−7.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,489 | $120.4 萬 | 0.6% | +43+0.8% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 10,815 | $99.5 萬 | 0.5% | +366+3.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,274 | $94.0 萬 | 0.5% | +9+0.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 16,761 | $87.3 萬 | 0.5% | +5,651+50.9% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 32,344 | $77.0 萬 | 0.4% | +6,662+25.9% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,022 | $73.3 萬 | 0.4% | +4,022 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 13,229 | $71.9 萬 | 0.4% | −209−1.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,848 | $71.4 萬 | 0.4% | +515+15.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,488 | $68.6 萬 | 0.4% | −158−6.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 23,691 | $68.2 萬 | 0.4% | −367,842−93.9% | 減碼 | – |
| BACBank of America Corp | Stock | 14,357 | $67.9 萬 | 0.4% | −62−0.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 860 | $67.0 萬 | 0.4% | +509+145.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 832 | $58.9 萬 | 0.3% | +8+1.0% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 682 | $51.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,019 | $49.5 萬 | 0.3% | −5−0.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 21,797 | $48.2 萬 | 0.3% | −337,417−93.9% | 減碼 | – |
| HONHoneywell International Inc | COM | 2,061 | $48.0 萬 | 0.3% | +41+2.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 9,305 | $47.2 萬 | 0.3% | −1,035−10.0% | 減碼 | – |
| NEENextera Energy Inc | Stock | 6,585 | $45.7 萬 | 0.2% | +79+1.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,092 | $42.1 萬 | 0.2% | +325+11.7% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,593 | $41.9 萬 | 0.2% | +35+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,292 | $40.7 萬 | 0.2% | +11+0.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,371 | $40.5 萬 | 0.2% | +175+1.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,239 | $39.4 萬 | 0.2% | +69+5.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,205 | $38.9 萬 | 0.2% | +9+0.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 672 | $37.8 萬 | 0.2% | +22+3.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,258 | $36.5 萬 | 0.2% | +80+6.8% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 2,099 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 9,667 | $35.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 8,090 | $32.9 萬 | 0.2% | +1,013+14.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 3,304 | $32.3 萬 | 0.2% | +62+1.9% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,386 | $31.1 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,370 | $31.0 萬 | 0.2% | −34−2.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,035 | $30.5 萬 | 0.2% | −49−4.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,260 | $30.4 萬 | 0.2% | +407+14.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,777 | $29.9 萬 | 0.2% | −112−3.9% | 減碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,602 | $28.7 萬 | 0.2% | −240−6.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 213 | $28.5 萬 | 0.2% | +213 | 新進 | 歷史 |
| VVisa Inc. | Stock | 784 | $27.8 萬 | 0.1% | +39+5.2% | 加碼 | 歷史 |
| AONAon plc | CL A | 718 | $25.6 萬 | 0.1% | −23−3.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,657 | $25.3 萬 | 0.1% | −127−7.1% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 973 | $25.0 萬 | 0.1% | +973 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 831 | $24.3 萬 | 0.1% | +7+0.8% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 4,022 | $23.2 萬 | 0.1% | −40,274−90.9% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,148 | $23.1 萬 | 0.1% | +8+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 233 | $23.1 萬 | 0.1% | +233 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,506 | $22.0 萬 | 0.1% | +1,506 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,048 | $21.3 萬 | 0.1% | −10−0.5% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 2,195 | $21.2 萬 | 0.1% | +186+9.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,477 | $21.1 萬 | 0.1% | −393−21.0% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V613 | CORE UNIVRSL USD | 249,866 | $1,151 萬 | 5.6% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 97,588 | $475.8 萬 | 2.3% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,087 | $249.6 萬 | 1.2% | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 6,987 | $35.0 萬 | 0.2% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 9,325 | $28.1 萬 | 0.1% | – |
| MDLZMondelez International, Inc. | Stock | 3,260 | $22.1 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 393 | $20.6 萬 | 0.1% | 歷史 |