Leslie Global Wealth, LLC
- SEC CIK
- 0001954832
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 85
- 較 2026 年第 1 季 +6
- 總值
- $2.57 億
- 較 2026 年第 1 季 +$6,705 萬 (+35.3%)
| 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 | 315,334 | $3,752 萬 | 14.6% | −6,211−1.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 498,627 | $3,031 萬 | 11.8% | +4,851+1.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 336,229 | $2,955 萬 | 11.5% | −10,431−3.0% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 481,454 | $1,367 萬 | 5.3% | +481,454 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 243,250 | $1,226 萬 | 4.8% | −8,602−3.4% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 224,529 | $1,036 萬 | 4.0% | +224,529 | 新進 | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 74,342 | $885.6 萬 | 3.4% | +15,181+25.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,436 | $851.8 萬 | 3.3% | +545+1.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 217,691 | $728.4 萬 | 2.8% | +217,691 | 新進 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 326,291 | $728.0 萬 | 2.8% | +326,291 | 新進 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 39,649 | $708.5 萬 | 2.8% | −28,928−42.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,449 | $695.8 萬 | 2.7% | −1,065−10.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 118,813 | $685.2 萬 | 2.7% | −16,563−12.2% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 87,210 | $658.5 萬 | 2.6% | +9,941+12.9% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 28,176 | $618.3 萬 | 2.4% | +120.0% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 91,662 | $474.6 萬 | 1.8% | −13,179−12.6% | 減碼 | – |
| Global X FDS37954Y376 | RATE PREFERRED | 163,261 | $359.7 萬 | 1.4% | +3,562+2.2% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,872 | $326.6 萬 | 1.3% | −613−5.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 62,642 | $317.3 萬 | 1.2% | +62,642 | 新進 | – |
| ORealty Income Corp | REIT | 43,432 | $269.1 萬 | 1.0% | +2,415+5.9% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 22,587 | $246.4 萬 | 1.0% | −1,034−4.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 11,759 | $235.3 萬 | 0.9% | +311+2.7% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 9,833 | $223.3 萬 | 0.9% | +7+0.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,930 | $144.1 萬 | 0.6% | +3+0.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 12,181 | $134.4 萬 | 0.5% | +754+6.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,138 | $117.1 萬 | 0.5% | +88+2.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,730 | $112.7 萬 | 0.4% | −885−15.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 951 | $109.8 萬 | 0.4% | +2+0.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 869 | $104.2 萬 | 0.4% | +11+1.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,573 | $97.2 萬 | 0.4% | +90+3.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,603 | $93.0 萬 | 0.4% | +220+9.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,576 | $90.4 萬 | 0.4% | −190−2.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 5,904 | $86.5 萬 | 0.3% | +130+2.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 849 | $85.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,350 | $83.0 萬 | 0.3% | +18+0.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 14,140 | $80.6 萬 | 0.3% | −384−2.6% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 681 | $77.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,983 | $75.1 萬 | 0.3% | +44+1.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,287 | $72.5 萬 | 0.3% | +13+1.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,478 | $70.6 萬 | 0.3% | +155+11.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,046 | $60.8 萬 | 0.2% | −21−2.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 9,481 | $58.1 萬 | 0.2% | −446−4.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 8,073 | $54.5 萬 | 0.2% | −1,673−17.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,079 | $54.0 萬 | 0.2% | +3+0.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,990 | $52.6 萬 | 0.2% | −66−1.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 725 | $52.4 萬 | 0.2% | −15−2.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 3,651 | $51.0 萬 | 0.2% | +3,651 | 新進 | 歷史 |
| ESEversource Energy | Stock | 7,029 | $50.8 萬 | 0.2% | +1,181+20.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,958 | $49.7 萬 | 0.2% | −7−0.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,110 | $46.7 萬 | 0.2% | +7+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 18,213 | $42.7 萬 | 0.2% | −5,284−22.5% | 減碼 | – |
| HONAHoneywell Aerospace Inc. | COM | 1,920 | $42.4 萬 | 0.2% | +1,920 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 976 | $42.3 萬 | 0.2% | +5+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,290 | $42.2 萬 | 0.2% | −11−0.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,597 | $40.3 萬 | 0.2% | +148+2.7% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 563 | $40.2 萬 | 0.2% | +63+12.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,928 | $40.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,396 | $39.8 萬 | 0.2% | +22+0.2% | 加碼 | 歷史 |
| UTGReaves Utility Income Fund | COM SH BEN INT | 9,667 | $39.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 326 | $38.3 萬 | 0.1% | +15+4.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,013 | $37.9 萬 | 0.1% | +68+7.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,339 | $37.7 萬 | 0.1% | +283+26.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,286 | $37.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4,157 | $36.0 萬 | 0.1% | +17+0.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 672 | $34.5 萬 | 0.1% | +8+1.2% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 527 | $33.7 萬 | 0.1% | +527 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,714 | $32.5 萬 | 0.1% | −7−0.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,267 | $31.3 萬 | 0.1% | −140−4.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,427 | $31.2 萬 | 0.1% | +17+0.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 290 | $30.9 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 144 | $28.6 萬 | 0.1% | +144 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,078 | $28.4 萬 | 0.1% | +18+0.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,412 | $28.3 萬 | 0.1% | +2,412 | 新進 | 歷史 |
| VVisa Inc. | Stock | 812 | $27.9 萬 | 0.1% | +55+7.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 904 | $27.3 萬 | 0.1% | +904 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,006 | $27.2 萬 | 0.1% | −82−7.5% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,142 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,572 | $26.1 萬 | 0.1% | −15−0.9% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,401 | $26.0 萬 | 0.1% | +11,401 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,940 | $25.0 萬 | 0.1% | +735+17.5% | 加碼 | – |
| AONAon plc | CL A | 723 | $24.0 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 453 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 2,812 | $22.9 萬 | 0.1% | +2,812 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,000 | $22.3 萬 | 0.1% | −2,049−50.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 226 | $21.1 萬 | 0.1% | −1−0.4% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 2,017 | $45.6 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,574 | $26.4 萬 | 0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 2,099 | $23.1 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 7,762 | $22.5 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,154 | $22.1 萬 | 0.1% | – |
| NEMNEWMONT Corp | Stock | 1,996 | $21.6 萬 | 0.1% | 歷史 |
| SHELShell plc | ADR | 2,231 | $20.7 萬 | 0.1% | 歷史 |