Leslie Global Wealth, LLC
- SEC CIK
- 0001954832
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/2 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 72
- 較 2025 年第 3 季 −1
- 總值
- $2.22 億
- 較 2025 年第 3 季 +$905.4 萬 (+4.2%)
| 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 | 326,086 | $3,479 萬 | 15.7% | +12,565+4.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 364,129 | $2,921 萬 | 13.1% | +14,468+4.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 489,301 | $2,780 萬 | 12.5% | +71,341+17.1% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 544,992 | $2,757 萬 | 12.4% | +22,825+4.4% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 237,593 | $1,055 萬 | 4.7% | +5,274+2.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,958 | $787.3 萬 | 3.5% | +154+0.5% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 92,904 | $754.1 萬 | 3.4% | −2,530−2.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 71,010 | $662.5 萬 | 3.0% | −1,930−2.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,544 | $647.7 萬 | 2.9% | −417−3.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 135,398 | $634.5 萬 | 2.9% | +2,520+1.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 29,826 | $592.4 萬 | 2.7% | +1,450+5.1% | 加碼 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 62,063 | $584.6 萬 | 2.6% | +2,488+4.2% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 85,216 | $398.9 萬 | 1.8% | −381−0.4% | 減碼 | – |
| Global X FDS37954Y376 | RATE PREFERRED | 169,352 | $376.3 萬 | 1.7% | +11,272+7.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 13,648 | $336.0 萬 | 1.5% | +1,879+16.0% | 加碼 | – |
| ORealty Income Corp | REIT | 43,910 | $247.5 萬 | 1.1% | −103−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,887 | $203.0 萬 | 0.9% | −1,250−10.3% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,527 | $179.1 萬 | 0.8% | +8,924+159.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,596 | $177.0 萬 | 0.8% | +603+30.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,920 | $141.2 萬 | 0.6% | −115−3.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,594 | $129.1 萬 | 0.6% | +84+1.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,670 | $110.5 萬 | 0.5% | −34−0.6% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 10,942 | $105.3 萬 | 0.5% | +366+3.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 15,701 | $93.1 萬 | 0.4% | +4,692+42.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 862 | $92.6 萬 | 0.4% | +10+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,243 | $82.0 萬 | 0.4% | −43−3.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,369 | $82.0 萬 | 0.4% | −99−4.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 14,815 | $81.5 萬 | 0.4% | +117+0.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,394 | $77.5 萬 | 0.3% | −497−12.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,363 | $74.0 萬 | 0.3% | +106+4.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,348 | $73.7 萬 | 0.3% | +71+3.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 29,832 | $70.6 萬 | 0.3% | +5,746+23.9% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 748 | $65.7 萬 | 0.3% | +748 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,030 | $64.6 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,275 | $57.3 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 9,700 | $56.2 萬 | 0.3% | −292−2.9% | 減碼 | – |
| URIUnited Rentals, Inc. | COM | 690 | $55.8 萬 | 0.3% | +8+1.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 11,005 | $55.7 萬 | 0.3% | +6,340+135.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,040 | $52.3 萬 | 0.2% | +17+1.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,218 | $49.9 萬 | 0.2% | +12+0.2% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 7,074 | $47.6 萬 | 0.2% | +1,226+21.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,286 | $41.4 萬 | 0.2% | +20+1.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,913 | $39.6 萬 | 0.2% | +38+2.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,991 | $38.8 萬 | 0.2% | −33−1.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 670 | $38.2 萬 | 0.2% | −7−1.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,305 | $37.9 萬 | 0.2% | −107−1.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,385 | $37.7 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,208 | $36.7 萬 | 0.2% | −86−6.6% | 減碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 9,667 | $35.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,804 | $35.1 萬 | 0.2% | −308−9.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,888 | $34.8 萬 | 0.2% | −344−10.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,063 | $32.5 萬 | 0.1% | +7+0.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,707 | $31.3 萬 | 0.1% | −6−0.4% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,414 | $31.2 萬 | 0.1% | −17−0.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,037 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4,112 | $30.3 萬 | 0.1% | +660+19.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 944 | $29.1 萬 | 0.1% | −9−0.9% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 560 | $28.6 萬 | 0.1% | +60+12.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,235 | $28.2 萬 | 0.1% | −155−4.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,581 | $27.2 萬 | 0.1% | +38+1.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,255 | $26.6 萬 | 0.1% | +3,255 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 930 | $26.5 萬 | 0.1% | +930 | 新進 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 2,876 | $26.2 萬 | 0.1% | −652−18.5% | 減碼 | – |
| VVisa Inc. | Stock | 743 | $26.1 萬 | 0.1% | −29−3.8% | 減碼 | 歷史 |
| AONAon plc | CL A | 723 | $25.5 萬 | 0.1% | +723 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,627 | $24.8 萬 | 0.1% | +26+1.6% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 2,099 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 1,137 | $23.7 萬 | 0.1% | −11−1.0% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,257 | $22.3 萬 | 0.1% | +8+0.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,012 | $21.7 萬 | 0.1% | +1,012 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,128 | $21.6 萬 | 0.1% | +1,128 | 新進 | – |
| HUBBHubbell Inc | COM | 453 | $20.1 萬 | 0.1% | +453 | 新進 | 歷史 |
2025 年第 3 季之後清倉（8 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P 500 Value ETF464287408 | ETF | 10,220 | $211.1 萬 | 1.0% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 29,603 | $159.5 萬 | 0.7% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,571 | $133.2 萬 | 0.6% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,129 | $131.7 萬 | 0.6% | – |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 7,413 | $30.2 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 204 | $24.5 萬 | 0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,051 | $23.1 萬 | 0.1% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 229 | $21.2 萬 | 0.1% | 歷史 |