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LeClair Wealth Partners LLC

SEC CIK
0002056667
最新申報
2026/8/4

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/5 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
103
較 2025 年第 4 季 −9
總值
$2.89 億
較 2025 年第 4 季 +$1.17 億 (+67.9%)
申報日
2026/5/5
SEC
LeClair Wealth Partners LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Pgim ETF Tr69344A107PGIM ULTRA SH BD684,685$3,389 萬11.7%+684,685新進–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF453,035$2,133 萬7.4%+453,035新進–
Victory Portfolios II92647N527CORE BD ETF438,763$2,063 萬7.1%+438,763新進–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY194,843$2,014 萬7.0%+194,843新進–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF241,897$1,851 萬6.4%+241,897新進–
Victory Portfolios II92647N568USAA MSCI USA SM191,096$1,809 萬6.3%+191,096新進–
Morgan Stanley ETF Trust61774R825EATO VA DURA ETF329,166$1,677 萬5.8%+329,166新進–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE140,791$1,618 萬5.6%+140,791新進–
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE223,764$866.9 萬3.0%+223,764新進–
Goldman Sachs ETF Tr381430107ACTIVEBETA INT162,905$702.6 萬2.4%+162,905新進–
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD291,785$699.7 萬2.4%+291,785新進–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM117,113$663.8 萬2.3%+117,113新進–
JPMorgan Ultra-Short Income ETF46641Q837ETF122,289$618.9 萬2.1%+122,289新進–
Etfis Ser Tr I26923G806VIRTUS REAVES UT75,038$599.6 萬2.1%+75,038新進–
Innovator ETFs Trust45782C508US EQTY PWR BUF126,115$581.8 萬2.0%+126,115新進–
BRK.ABerkshire Hathaway IncCL A8$574.5 萬2.0%+8新進歷史
Morgan Stanley ETF Trust61774R866PARA EQ PREM ETF194,162$531.2 萬1.8%+194,162新進–
Pgim Rock ETF Tr69420N205PGIM US LARGE CA ADDED159,830$486.3 萬1.7%+159,830新進–
JXNJackson Financial Inc.COM CL A37,173$393.0 萬1.4%+37,173新進歷史
Pgim Rock ETF Tr69420N767US LARGE CAP BU128,780$372.3 萬1.3%+128,780新進–
Innovator ETFs Trust45782C417US EQTY PWR BUF62,171$249.3 萬0.9%+62,171新進–
Innovator ETFs Trust45782C870US EQT PWR BUF53,803$214.1 萬0.7%+53,803新進–
Pgim Rock ETF Tr69420N759S&P 500 BUFFER70,321$204.0 萬0.7%+70,321新進–
Aim ETF Products Trust00888H802ALLIA US JAN ETF44,490$162.3 萬0.6%+44,490新進–
MSFTMicrosoft CorpStock4,325$160.1 萬0.6%−8,608−66.6%減碼歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF35,052$156.4 萬0.5%+35,052新進–
CMSCMS Energy CorpCOM20,073$155.7 萬0.5%+20,073新進歷史
ETNEaton Corp plcStock4,091$146.3 萬0.5%+2,267+124.3%加碼歷史
AAPLApple Inc.Stock5,704$144.8 萬0.5%−42,033−88.1%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF7,982$118.2 萬0.4%+7,982新進–
Pgim Rock ETF Tr69420N809US LARGE CAP BUF39,619$116.5 萬0.4%+39,619新進–
Innovator ETFs Trust45782C748US EQTY PWR BUF26,441$110.6 萬0.4%+26,441新進–
DTEDte Energy CoCOM7,325$107.1 萬0.4%+7,325新進歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF34,866$104.8 萬0.4%+34,866新進–
FFord Motor CoStock90,711$104.7 萬0.4%+13,570+17.6%加碼歷史
JNJJohnson & JohnsonStock4,242$103.7 萬0.4%+2,979+235.9%加碼歷史
Calamos ETF Tr12811T704S&P 500 STRUCTRD38,021$102.2 萬0.4%+38,021新進–
SYKStryker CorpStock2,695$88.6 萬0.3%+2,695新進歷史
Calamos ETF Tr12811T829S&P 500 STRUCTUR30,803$83.2 萬0.3%+30,803新進–
Invesco Nasdaq 100 ETF46138G649ETF3,491$83.0 萬0.3%+3,491新進–
Pgim Rock ETF Tr69420N403US LARGE CAP BUF26,957$81.0 萬0.3%+26,957新進–
Fidelity High Dividend ETF316092840ETF14,368$79.4 萬0.3%+14,368新進–
Calamos ETF Tr12811T803S&P 500 STRUCTUR29,178$78.4 萬0.3%+29,178新進–
CVXChevron CorpStock3,672$76.0 萬0.3%+3,672新進歷史
Pgim Rock ETF Tr69420N858PGIM US LARG CAP25,355$75.7 萬0.3%+25,355新進–
LRCXLam Research CorpStock3,459$73.9 萬0.3%+3,459新進歷史
Pgim Rock ETF Tr69420N742US LARGE CAP BU24,890$73.7 萬0.3%+24,890新進–
SLViShares Silver TrustETF9,656$65.8 萬0.2%+9,656新進歷史
Calamos ETF Tr12811T795S&P 500 STRUCTU24,974$64.7 萬0.2%+24,974新進–
CBChubb LtdStock1,978$64.5 萬0.2%+497+33.6%加碼歷史
MSMorgan StanleyStock3,642$59.9 萬0.2%+3,642新進歷史
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR18,246$57.1 萬0.2%+18,246新進–
Pgim Rock ETF Tr69420N601PGIM US LRG CAP15,826$48.0 萬0.2%+15,826新進–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF11,073$47.7 萬0.2%+11,073新進–
Morgan Stanley ETF Trust61774R833EATON VANCE FLTG9,698$46.7 萬0.2%+9,698新進–
Innovator ETFs Trust45782C540US EQTY PWR BUF10,950$46.5 萬0.2%+10,950新進–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF9,301$46.5 萬0.2%+9,301新進–
Calamos ETF Tr12811T605S P 500 STRUCTUR15,962$46.1 萬0.2%+15,962新進–
JPMJPMorgan Chase & CoStock1,566$46.1 萬0.2%−4,821−75.5%減碼歷史
Aim ETF Products Trust00888H794ALLIANZIM US EQT13,664$45.7 萬0.2%+13,664新進–
FITBFifth Third BancorpCOM9,765$45.4 萬0.2%+9,765新進歷史
DTMDT Midstream, Inc.COMMON STOCK3,353$45.1 萬0.2%+3,353新進歷史
Calamos ETF Tr12811T886S&P 500 STRUCTUR16,552$44.6 萬0.2%+16,552新進–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF10,223$44.0 萬0.2%+10,223新進–
Calamos ETF Tr12811T761S&P 500 STRUCTUR16,665$42.1 萬0.1%+16,665新進–
State Street SPDR S&P Bank ETF78464A797ETF7,015$41.8 萬0.1%+7,015新進–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF4,598$38.0 萬0.1%+4,598新進–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG2,969$37.1 萬0.1%+2,969新進–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD4,915$36.7 萬0.1%+4,915新進–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,277$36.7 萬0.1%+1,277新進–
Innovator ETFs Trust45783Y301US EQUITY ACCELE9,247$36.2 萬0.1%+9,247新進–
AONAon plcCL A1,073$34.6 萬0.1%−1,306−54.9%減碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS3,736$34.6 萬0.1%+3,736新進歷史
XELXcel Energy IncStock4,346$34.5 萬0.1%+4,346新進歷史
BABoeing CoStock1,648$32.8 萬0.1%+311+23.3%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF7,120$32.7 萬0.1%+7,120新進–
Goldman Sachs ETF Tr381430602ACTIVEBETA US4,387$32.7 萬0.1%+4,387新進–
iShares Core MSCI Total International Stock ETF46432F834ETF3,675$31.8 萬0.1%+3,675新進–
Vanguard Morningstar Total Stock Market ETF922908769ETF985$31.6 萬0.1%+985新進–
TAPMolson Coors Beverage CoCL B7,253$31.2 萬0.1%+7,253新進歷史
Pgim Rock ETF Tr69420N817PGIM US LARGE C10,483$31.1 萬0.1%+10,483新進–
Series Portfolios Tr81752T486PANAGRAM AAA12,108$31.0 萬0.1%+12,108新進–
Victory Portfolios II92647X822VICT SMA CAP ETF10,191$30.6 萬0.1%+10,191新進–
KOCoca Cola CoStock3,982$30.3 萬0.1%+3,982新進歷史
Aim ETF Products Trust00888H208ALLIANZIM US EQT8,468$30.0 萬0.1%+8,468新進–
MBWMMercantile Bank CorpCOM5,826$29.4 萬0.1%+5,826新進歷史
Simplify Exchange Traded Fun82889N772HEALTH CARE ETF8,728$29.4 萬0.1%+8,728新進–
VZVerizon Communications IncStock5,782$29.0 萬0.1%+5,782新進歷史
Alps ETF Tr00162Q387OSHARES US QUALT5,183$28.9 萬0.1%+5,183新進–
AMZNAmazon Com IncStock1,316$27.4 萬0.1%−7,429−85.0%減碼歷史
Pgim Rock ETF Tr69420N833PGIM US LARG CA9,098$27.0 萬0.1%+9,098新進–
State Street Financial Select Sector SPDR ETF81369Y605ETF5,469$27.0 萬0.1%+5,469新進–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM30,938$26.8 萬0.1%+30,938新進歷史
SPYSPDR S&P 500 ETF TrustETF410$26.6 萬0.1%+410新進歷史
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US3,108$26.3 萬0.1%+3,108新進–
VanEck Semiconductor ETF92189F676ETF629$24.1 萬0.1%+629新進–
Pgim Rock ETF Tr69420N874PGIM US LARGE CA7,569$22.9 萬0.1%+7,569新進–
J P Morgan Exchange Traded F46654Q765HEALTHCARE LEADE4,096$22.8 萬0.1%+4,096新進–
WTFCWintrust Financial CorpCOM1,631$22.7 萬0.1%+1,631新進歷史
NVDANVIDIA CorpStock1,286$22.4 萬0.1%−19,695−93.9%減碼歷史

2025 年第 4 季之後清倉(101 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 101 檔。

LeClair Wealth Partners LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD398,454$1,766 萬10.2%–
Vanguard Morningstar Value ETF922908744ETF55,521$1,060 萬6.2%–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF266,500$913.0 萬5.3%–
First Trust Rising Dividend Achievers ETF33738R506ETF103,273$717.4 萬4.2%–
Janus Detroit STR Tr47103U845HENDRSON AAA CL128,444$649.7 萬3.8%–
CTASCintas CorpStock27,063$509.0 萬3.0%歷史
GOOGLAlphabet Inc.Stock13,837$433.1 萬2.5%歷史
PHParker-Hannifin CorpStock4,658$409.4 萬2.4%歷史
WSMWilliams Sonoma IncCOM21,594$385.6 萬2.2%歷史
Invesco QQQ Trust Series I46090E103ETF5,810$356.9 萬2.1%–
Capital Group Growth ETF14020G101SHS CREAT UNIT79,320$352.7 萬2.0%–
AVGOBroadcom Inc.Stock9,185$317.9 萬1.8%歷史
WORWorthington Enterprises, Inc.COM58,542$301.9 萬1.8%歷史
BRK.BBerkshire Hathaway IncStock5,855$294.3 萬1.7%歷史
Vanguard Dividend Appreciation ETF921908844ETF13,083$287.5 萬1.7%–
Invesco Exch TRD SLF Idx FD46138J429BULETSHS 2031 CP143,741$240.0 萬1.4%–
Invesco Exch TRD SLF Idx FD46139W858BULLETSHS 2032114,843$239.7 萬1.4%–
Invesco Exch TRD SLF Idx FD46139W825BUL 2033 COR ETF110,978$238.2 萬1.4%–
Invesco Exch TRD SLF Idx FD46139W783BULL 2034 CO ETF113,099$237.7 萬1.4%–
Invesco Exch TRD SLF Idx FD46139W759BULLETSHARES112,532$234.2 萬1.4%–
XOMExxonMobil Holdings CorpCOM17,287$208.0 萬1.2%歷史
WSWorthington Steel, Inc.COM SHS58,314$201.9 萬1.2%歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF52,442$201.0 萬1.2%–
MRKMerck & Co., Inc.Stock17,132$180.3 萬1.0%歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV18,027$174.6 萬1.0%–
METAMeta Platforms, Inc.Stock2,063$136.2 萬0.8%歷史
GOOGAlphabet Inc.Stock4,107$128.9 萬0.7%歷史
VVisa Inc.Stock2,980$104.5 萬0.6%歷史
HDHome Depot, Inc.Stock2,883$99.2 萬0.6%歷史
TSLATesla, Inc.Stock2,032$91.4 萬0.5%歷史
EMREmerson Electric CoStock6,854$91.0 萬0.5%歷史
CINFCincinnati Financial CorpCOM5,342$87.2 萬0.5%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF5,946$85.6 萬0.5%–
First Tr Exch TRD Alphdx FD33737J307EM SML CP ALPH18,413$77.5 萬0.4%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,750$73.7 萬0.4%–
LLYEli Lilly & CoStock680$73.1 萬0.4%歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF7,623$70.5 萬0.4%–
TTTrane Technologies plcSHS1,786$69.5 萬0.4%歷史
TJXTJX Companies IncStock4,366$67.1 萬0.4%歷史
COSTCostco Wholesale CorpStock748$64.5 萬0.4%歷史
MPCMarathon Petroleum CorpStock3,863$62.8 萬0.4%歷史
VSXYVictoria's Secret & Co.COMMON STOCK11,565$62.6 萬0.4%歷史
WMTWalmart Inc.Stock5,565$62.0 萬0.4%歷史
PSECProspect Capital CorpCOM239,118$61.9 萬0.4%歷史
First Tr Exchange-Traded FD33734H106SHS11,929$55.0 萬0.3%–
BMYBristol Myers Squibb CoStock9,636$52.0 萬0.3%歷史
BXBlackstone Inc.COM3,258$50.2 萬0.3%歷史
MFICMidCap Financial Investment CorpCOM NEW40,885$46.8 萬0.3%歷史
ARCCAres Capital CorpCEF21,087$42.7 萬0.2%歷史
NFLXNetflix IncStock4,440$41.6 萬0.2%歷史
ACNAccenture plcStock1,488$39.9 萬0.2%歷史
MSIMotorola Solutions, Inc.Stock1,023$39.2 萬0.2%歷史
NEENextera Energy IncStock4,743$38.1 萬0.2%歷史
PGProcter & Gamble CoStock2,649$38.0 萬0.2%歷史
ORLYO Reilly Automotive IncStock4,155$37.9 萬0.2%歷史
TXNTexas Instruments IncStock2,119$36.8 萬0.2%歷史
QCOMQualcomm IncStock2,135$36.5 萬0.2%歷史
CSCOCisco Systems, Inc.Stock4,672$36.0 萬0.2%歷史
MAMastercard IncStock630$36.0 萬0.2%歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,820$33.8 萬0.2%歷史
BACBank of America CorpStock6,097$33.5 萬0.2%歷史
ALLAllstate CorpStock1,601$33.3 萬0.2%歷史
AEPAmerican Electric Power Co IncStock2,874$33.1 萬0.2%歷史
ICEIntercontinental Exchange, Inc.Stock2,035$33.0 萬0.2%歷史
AMDAdvanced Micro Devices IncStock1,509$32.3 萬0.2%歷史
ABBVAbbVie Inc.Stock1,403$32.1 萬0.2%歷史
ORCLOracle CorpStock1,631$31.8 萬0.2%歷史
DHRDanaher CorpStock1,337$30.6 萬0.2%歷史
TAT&T Inc.Stock12,201$30.3 萬0.2%歷史
UNHUnitedHealth Group IncStock905$29.9 萬0.2%歷史
RTXRTX CorpStock1,544$28.3 萬0.2%歷史
GEGeneral Electric CoStock904$27.8 萬0.2%歷史
HALHalliburton CoStock9,801$27.7 萬0.2%歷史
PLTRPalantir Technologies Inc.Stock1,551$27.6 萬0.2%歷史
ProShares Tr74347R248LARGE CAP CRE3,426$27.3 萬0.2%–
SPGIS&P Global Inc.Stock521$27.2 萬0.2%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,742$27.0 萬0.2%–
EWEdwards Lifesciences CorpStock3,156$26.9 萬0.2%歷史
ROKRockwell Automation, IncStock688$26.8 萬0.2%歷史
CMGChipotle Mexican Grill IncCOM7,159$26.5 萬0.2%歷史
MUMicron Technology IncStock908$25.9 萬0.2%歷史
SRESempraStock2,920$25.8 萬0.1%歷史
PSXPhillips 66Stock1,992$25.7 萬0.1%歷史
CRMSalesforce, Inc.Stock967$25.6 萬0.1%歷史
CATCaterpillar IncStock445$25.5 萬0.1%歷史
UNPUnion Pacific CorpStock1,094$25.3 萬0.1%歷史
KLACKLA CorpCOM NEW191$23.2 萬0.1%歷史
GSGoldman Sachs Group IncStock262$23.0 萬0.1%歷史
TMOThermo Fisher Scientific Inc.Stock397$23.0 萬0.1%歷史
CVSCVS Health CorpStock2,885$22.9 萬0.1%歷史
KEYSKeysight Technologies, Inc.Stock1,078$21.9 萬0.1%歷史
iShares Core S&P Mid-Cap ETF464287507ETF3,309$21.8 萬0.1%–
ETREntergy CorpCOM2,302$21.3 萬0.1%歷史
TRGPTarga Resources Corp.COM1,111$20.5 萬0.1%歷史
LMTLockheed Martin CorpStock419$20.3 萬0.1%歷史
IBMInternational Business Machines CorpStock682$20.2 萬0.1%歷史
PGRProgressive CorpStock884$20.1 萬0.1%歷史
POWWOutdoor Holding CoCOM100,000$17.1 萬0.1%歷史
FUNSix Flags Entertainment CorporationCOM10,600$16.3 萬0.1%歷史
FEAM5E Advanced Materials, Inc.COM NEW30,000$9.15 萬0.1%歷史