LeClair Wealth Partners LLC
- SEC CIK
- 0002056667
- 最新申報
- 2026/8/4
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 105
- 較 2025 年第 2 季 +5
- 總值
- $1.60 億
- 較 2025 年第 2 季 +$1,319 萬 (+9.0%)
| 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 | 525,519 | $2,334 萬 | 14.5% | +11,711+2.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 47,809 | $1,217 萬 | 7.6% | +661+1.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 263,335 | $880.1 萬 | 5.5% | +21,425+8.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 42,411 | $790.9 萬 | 4.9% | +42,411 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 103,630 | $697.0 萬 | 4.3% | +6,913+7.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 12,933 | $669.9 萬 | 4.2% | −748−5.5% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 27,143 | $557.1 萬 | 3.5% | −18−0.1% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 95,565 | $485.3 萬 | 3.0% | +7,829+8.9% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 114,224 | $434.3 萬 | 2.7% | −13,050−10.3% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 21,594 | $422.1 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,921 | $390.3 萬 | 2.4% | −73−0.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,673 | $354.3 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,810 | $348.8 萬 | 2.2% | −13−0.2% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 79,320 | $348.4 萬 | 2.2% | −445−0.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,870 | $337.2 萬 | 2.1% | −2,422−14.9% | 減碼 | 歷史 |
| WORWorthington Enterprises, Inc. | COM | 58,642 | $325.4 萬 | 2.0% | +415+0.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,773 | $322.4 萬 | 2.0% | +724+8.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,797 | $291.4 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,272 | $286.4 萬 | 1.8% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 6,311 | $199.1 萬 | 1.2% | −1,179−15.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,249 | $194.5 萬 | 1.2% | −34−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,765 | $192.5 萬 | 1.2% | −2,105−19.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 18,027 | $177.7 萬 | 1.1% | −105−0.6% | 減碼 | – |
| WSWorthington Steel, Inc. | COM SHS | 58,314 | $177.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,062 | $151.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,972 | $142.4 萬 | 0.9% | −148−0.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,888 | $117.0 萬 | 0.7% | −841−22.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,980 | $101.7 萬 | 0.6% | −1,228−29.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,172 | $101.6 萬 | 0.6% | −59−1.4% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 77,141 | $92.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 6,854 | $89.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,946 | $86.5 萬 | 0.5% | −22−1.1% | 減碼 | 歷史 |
| AONAon plc | CL A | 2,379 | $84.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CINFCincinnati Financial Corp | COM | 5,342 | $84.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,973 | $83.8 萬 | 0.5% | −128−4.1% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 18,468 | $81.6 萬 | 0.5% | −46−0.2% | 減碼 | – |
| TTTrane Technologies plc | SHS | 1,786 | $75.4 萬 | 0.5% | −1,236−40.9% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,863 | $74.5 萬 | 0.5% | +670+21.0% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,750 | $73.3 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 7,623 | $71.4 萬 | 0.4% | −40−0.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 769 | $71.2 萬 | 0.4% | −16−2.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,824 | $68.3 萬 | 0.4% | +380+26.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,354 | $62.9 萬 | 0.4% | −3,494−44.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,499 | $56.7 萬 | 0.4% | +1,177+27.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,258 | $55.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 11,929 | $55.2 萬 | 0.3% | −3,131−20.8% | 減碼 | – |
| NFLXNetflix Inc | Stock | 444 | $53.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 670 | $51.1 萬 | 0.3% | −4−0.6% | 減碼 | 歷史 |
| MFICMidCap Financial Investment Corp | COM NEW | 40,885 | $49.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,023 | $46.8 萬 | 0.3% | +321+45.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,634 | $46.0 萬 | 0.3% | −10−0.6% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,155 | $44.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,636 | $43.5 萬 | 0.3% | −40−0.4% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 21,087 | $43.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,777 | $42.7 萬 | 0.3% | −21−0.8% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,481 | $41.8 萬 | 0.3% | +373+33.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,127 | $39.1 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,488 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,820 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 630 | $35.8 萬 | 0.2% | −5−0.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,743 | $35.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,135 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,040 | $34.4 萬 | 0.2% | −2,554−55.6% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,582 | $34.0 萬 | 0.2% | −2,290−59.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 11,931 | $33.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,424 | $33.0 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,874 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 932 | $32.2 萬 | 0.2% | −175−15.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,672 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 11,565 | $31.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 5,979 | $30.8 萬 | 0.2% | −19−0.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,314 | $28.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R248 | LARGE CAP CRE | 3,686 | $28.2 萬 | 0.2% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 7,200 | $28.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,672 | $28.0 萬 | 0.2% | −6−0.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 901 | $27.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| SRESempra | Stock | 3,002 | $27.0 萬 | 0.2% | −5−0.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,348 | $26.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 1,956 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,448 | $26.4 萬 | 0.2% | +1,448 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,094 | $25.9 萬 | 0.2% | −8−0.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 521 | $25.4 萬 | 0.2% | −797−60.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,782 | $24.8 萬 | 0.2% | −695−28.1% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 3,156 | $24.5 萬 | 0.2% | −6,085−65.8% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,497 | $24.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 9,801 | $24.1 萬 | 0.2% | −896−8.4% | 減碼 | 歷史 |
| FUNSix Flags Entertainment Corporation | COM | 10,600 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 688 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 488 | $23.2 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 938 | $22.2 萬 | 0.1% | −1,420−60.2% | 減碼 | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 5,032 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,870 | $21.6 萬 | 0.1% | +2,870 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,309 | $21.6 萬 | 0.1% | −12−0.4% | 減碼 | – |
| CATCaterpillar Inc | Stock | 445 | $21.2 萬 | 0.1% | +445 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 859 | $21.2 萬 | 0.1% | −31−3.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 424 | $21.2 萬 | 0.1% | +424 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 262 | $20.9 萬 | 0.1% | +262 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 177 | $20.6 萬 | 0.1% | +177 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 191 | $20.6 萬 | 0.1% | +191 | 新進 | 歷史 |
| ETREntergy Corp | COM | 2,206 | $20.6 萬 | 0.1% | +2,206 | 新進 | 歷史 |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NXPINXP Semiconductors N.V. | COM | 2,727 | $59.6 萬 | 0.4% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,847 | $44.9 萬 | 0.3% | 歷史 |
| INTUIntuit Inc. | Stock | 286 | $22.5 萬 | 0.2% | 歷史 |
| CICigna Group | Stock | 626 | $20.7 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 682 | $20.1 萬 | 0.1% | 歷史 |