LeClair Wealth Partners LLC
- SEC CIK
- 0002056667
- 最新申報
- 2026/8/4
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。
- 持股檔數
- 96
- 2024 年第 3 季沒有申報
- 總值
- $1.50 億
- 2024 年第 3 季沒有申報
LeClair Wealth Partners LLC 沒有申報 2024 年第 3 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 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 424,773 | $1,825 萬 | 12.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 285,025 | $1,215 萬 | 8.1% | – | – | – |
| AAPLApple Inc. | Stock | 47,642 | $1,193 萬 | 8.0% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 165,445 | $978.4 萬 | 6.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 13,905 | $586.1 萬 | 3.9% | – | – | 歷史 |
| CTASCintas Corp | Stock | 27,404 | $500.7 萬 | 3.3% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 133,579 | $478.9 萬 | 3.2% | – | – | – |
| WSMWilliams Sonoma Inc | COM | 21,594 | $399.9 萬 | 2.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,373 | $328.9 萬 | 2.2% | – | – | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 84,616 | $314.5 萬 | 2.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,897 | $301.5 萬 | 2.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 21,120 | $283.6 萬 | 1.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,845 | $264.9 萬 | 1.8% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,406 | $262.5 萬 | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 11,635 | $255.3 萬 | 1.7% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 55,609 | $240.6 萬 | 1.6% | – | – | – |
| WORWorthington Enterprises, Inc. | COM | 58,227 | $233.5 萬 | 1.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,216 | $213.7 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,420 | $201.8 萬 | 1.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,437 | $187.6 萬 | 1.3% | – | – | 歷史 |
| WSWorthington Steel, Inc. | COM SHS | 58,314 | $185.6 萬 | 1.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,363 | $172.7 萬 | 1.2% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 20,741 | $162.7 萬 | 1.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,985 | $155.0 萬 | 1.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,843 | $153.1 萬 | 1.0% | – | – | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 34,785 | $134.9 萬 | 0.9% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,650 | $134.1 萬 | 0.9% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,030 | $129.1 萬 | 0.9% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 3,418 | $126.2 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,071 | $121.3 萬 | 0.8% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 9,285 | $112.2 萬 | 0.7% | – | – | 歷史 |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 28,492 | $107.5 萬 | 0.7% | – | – | – |
| FFord Motor Co | Stock | 95,110 | $94.2 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,271 | $91.7 萬 | 0.6% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 4,627 | $89.2 萬 | 0.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,650 | $88.6 萬 | 0.6% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 6,902 | $85.5 萬 | 0.6% | – | – | 歷史 |
| AONAon plc | CL A | 2,380 | $85.5 萬 | 0.6% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,674 | $84.5 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 9,622 | $84.5 萬 | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 4,403 | $83.9 萬 | 0.6% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,650 | $82.2 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 18,461 | $80.6 萬 | 0.5% | – | – | – |
| CINFCincinnati Financial Corp | COM | 5,342 | $76.8 萬 | 0.5% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,170 | $73.7 萬 | 0.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 788 | $72.2 萬 | 0.5% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,154 | $65.6 萬 | 0.4% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,750 | $62.6 萬 | 0.4% | – | – | – |
| IQVIQVIA Holdings Inc. | Stock | 3,091 | $60.7 萬 | 0.4% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,318 | $57.2 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 970 | $56.8 萬 | 0.4% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,666 | $56.8 萬 | 0.4% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,663 | $54.7 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 9,348 | $53.1 萬 | 0.4% | – | – | – |
| ANFAbercrombie & Fitch Co | CL A | 3,513 | $52.5 萬 | 0.4% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,488 | $52.3 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 666 | $51.4 萬 | 0.3% | – | – | 歷史 |
| FUNSix Flags Entertainment Corporation | COM | 10,600 | $51.1 萬 | 0.3% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 22,487 | $49.2 萬 | 0.3% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,444 | $47.9 萬 | 0.3% | – | – | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 11,565 | $47.9 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,795 | $46.9 萬 | 0.3% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,183 | $44.4 萬 | 0.3% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 7,200 | $43.4 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,151 | $40.3 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 444 | $39.6 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,299 | $38.8 萬 | 0.3% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,821 | $38.7 萬 | 0.3% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,532 | $34.8 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 4,743 | $34.0 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 643 | $33.9 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,188 | $33.6 萬 | 0.2% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 277 | $32.8 萬 | 0.2% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 700 | $32.4 萬 | 0.2% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,374 | $31.5 萬 | 0.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 1,108 | $30.6 萬 | 0.2% | – | – | 歷史 |
| HALHalliburton Co | Stock | 10,783 | $29.3 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,281 | $29.2 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,672 | $27.7 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,642 | $27.4 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 11,931 | $27.2 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 6,119 | $26.9 萬 | 0.2% | – | – | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 5,032 | $26.6 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,874 | $26.5 萬 | 0.2% | – | – | 歷史 |
| SRESempra | Stock | 3,011 | $26.4 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,421 | $25.3 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347R248 | LARGE CAP CRE | 3,686 | $24.4 萬 | 0.2% | – | – | – |
| PSXPhillips 66 | Stock | 2,003 | $22.8 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 1,286 | $22.8 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 431 | $22.4 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | Stock | 533 | $22.3 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 470 | $20.9 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,327 | $20.7 萬 | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 425 | $20.7 萬 | 0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 860 | $20.6 萬 | 0.1% | – | – | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,147 | $20.5 萬 | 0.1% | – | – | 歷史 |