LeClair Wealth Partners LLC
- SEC CIK
- 0002056667
- 最新申報
- 2026/8/4
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 95
- 較 2024 年第 4 季 −1
- 總值
- $1.39 億
- 較 2024 年第 4 季 −$1,122 萬 (−7.5%)
| 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 | 453,387 | $1,988 萬 | 14.3% | +28,614+6.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 47,257 | $1,050 萬 | 7.6% | −385−0.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 278,698 | $827.5 萬 | 6.0% | +278,698 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 108,079 | $632.7 萬 | 4.6% | −57,366−34.7% | 減碼 | – |
| CTASCintas Corp | Stock | 27,380 | $562.7 萬 | 4.1% | −24−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,910 | $522.2 萬 | 3.8% | +50.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 140,606 | $471.0 萬 | 3.4% | +7,027+5.3% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 83,290 | $422.4 萬 | 3.0% | +83,290 | 新進 | – |
| WSMWilliams Sonoma Inc | COM | 21,601 | $341.5 萬 | 2.5% | +70.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,797 | $308.7 萬 | 2.2% | −48−0.8% | 減碼 | 歷史 |
| WORWorthington Enterprises, Inc. | COM | 58,227 | $291.7 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,673 | $284.0 萬 | 2.0% | +2,643+130.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,873 | $275.4 萬 | 2.0% | −24−0.4% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 80,383 | $275.3 萬 | 2.0% | −4,233−5.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 16,780 | $259.5 萬 | 1.9% | −593−3.4% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,323 | $258.5 萬 | 1.9% | −83−0.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 21,179 | $229.5 萬 | 1.7% | +59+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,227 | $213.6 萬 | 1.5% | −408−3.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,337 | $206.2 萬 | 1.5% | −100−0.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,762 | $190.4 萬 | 1.4% | −658−7.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,472 | $156.8 萬 | 1.1% | +109+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,454 | $156.1 萬 | 1.1% | −389−8.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,232 | $154.6 萬 | 1.1% | +16+0.2% | 加碼 | 歷史 |
| WSWorthington Steel, Inc. | COM SHS | 58,314 | $147.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,942 | $144.5 萬 | 1.0% | −43−1.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 18,463 | $135.9 萬 | 1.0% | −2,278−11.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,071 | $119.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 3,222 | $108.6 萬 | 0.8% | −196−5.7% | 減碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 28,334 | $105.3 萬 | 0.8% | −158−0.6% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 8,410 | $102.4 萬 | 0.7% | −875−9.4% | 減碼 | 歷史 |
| AONAon plc | CL A | 2,380 | $95.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 4,244 | $87.9 萬 | 0.6% | −383−8.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,029 | $86.8 萬 | 0.6% | −645−11.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 9,530 | $85.4 萬 | 0.6% | −92−1.0% | 減碼 | – |
| FFord Motor Co | Stock | 78,963 | $79.2 萬 | 0.6% | −16,147−17.0% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 5,342 | $78.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 6,902 | $75.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 788 | $74.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 10,205 | $74.0 萬 | 0.5% | +2,539+33.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,436 | $73.0 萬 | 0.5% | −214−13.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,597 | $69.7 萬 | 0.5% | −53−2.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,400 | $68.7 萬 | 0.5% | −3−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 15,340 | $68.4 萬 | 0.5% | −3,121−16.9% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,170 | $65.5 萬 | 0.5% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1,246 | $65.3 萬 | 0.5% | −1,404−53.0% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,626 | $63.9 萬 | 0.5% | +535+17.3% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,750 | $62.3 萬 | 0.4% | 00.0% | 不變 | – |
| NXPINXP Semiconductors N.V. | COM | 3,229 | $61.4 萬 | 0.4% | +75+2.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,689 | $59.1 萬 | 0.4% | +26+0.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 667 | $55.1 萬 | 0.4% | +1+0.2% | 加碼 | 歷史 |
| MFICMidCap Financial Investment Corp | COM NEW | 40,885 | $52.6 萬 | 0.4% | +40,885 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 920 | $51.5 萬 | 0.4% | −50−5.2% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 22,487 | $49.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 8,657 | $48.0 萬 | 0.3% | −691−7.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,850 | $47.9 萬 | 0.3% | −421−18.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,797 | $47.7 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,193 | $46.5 萬 | 0.3% | +10+0.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,488 | $46.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 3,259 | $45.6 萬 | 0.3% | −59−1.8% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,821 | $44.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 445 | $41.5 萬 | 0.3% | +1+0.2% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 277 | $39.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 1,444 | $39.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,143 | $38.5 萬 | 0.3% | −8−0.4% | 減碼 | 歷史 |
| FUNSix Flags Entertainment Corporation | COM | 10,600 | $37.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,299 | $37.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,477 | $36.2 萬 | 0.3% | −55−2.2% | 減碼 | – |
| CMGChipotle Mexican Grill Inc | COM | 7,200 | $36.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 637 | $34.9 萬 | 0.3% | −6−0.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 11,931 | $33.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 4,743 | $33.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,108 | $33.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,176 | $33.4 萬 | 0.2% | −12−0.5% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,874 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 700 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,422 | $29.8 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,251 | $29.6 萬 | 0.2% | −30−2.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,672 | $28.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,356 | $27.8 萬 | 0.2% | −18−1.3% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 10,700 | $27.1 萬 | 0.2% | −83−0.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 6,119 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 2,003 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSECProspect Capital Corp | COM | 60,131 | $24.7 萬 | 0.2% | +60,131 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 859 | $24.3 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| ProShares Tr74347R248 | LARGE CAP CRE | 3,686 | $23.5 萬 | 0.2% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,644 | $23.0 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,144 | $22.9 萬 | 0.2% | −3−0.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 489 | $22.8 萬 | 0.2% | −44−8.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,678 | $22.2 萬 | 0.2% | +1,678 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,301 | $22.2 萬 | 0.2% | +15+1.2% | 加碼 | 歷史 |
| SRESempra | Stock | 3,027 | $21.6 萬 | 0.2% | +16+0.5% | 加碼 | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 11,565 | $21.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 626 | $20.6 萬 | 0.1% | +626 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 410 | $20.4 萬 | 0.1% | −21−4.9% | 減碼 | 歷史 |
| OXSQOxford Square Capital Corp. | COM | 18,122 | $4.73 萬 | <0.1% | +18,122 | 新進 | 歷史 |
2024 年第 4 季之後清倉（8 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 285,025 | $1,215 萬 | 8.1% | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 55,609 | $240.6 萬 | 1.6% | – |
| BBWIBath & Body Works, Inc. | COM | 34,785 | $134.9 萬 | 0.9% | 歷史 |
| ANFAbercrombie & Fitch Co | CL A | 3,513 | $52.5 萬 | 0.4% | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 5,032 | $26.6 萬 | 0.2% | 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 |