LeConte Wealth Management, LLC
- SEC CIK
- 0002060443
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/12 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 152
- 較 2025 年第 4 季 +14
- 總值
- $1.55 億
- 較 2025 年第 4 季 +$164.6 萬 (+1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 97,078 | $1,863 萬 | 12.0% | −17,505−15.3% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 107,788 | $1,070 萬 | 6.9% | +7,667+7.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 120,811 | $902.7 萬 | 5.8% | −3,071−2.5% | 減碼 | – |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 64,509 | $635.6 萬 | 4.1% | −9,400−12.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 90,013 | $607.9 萬 | 3.9% | −17,357−16.2% | 減碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 171,835 | $544.0 萬 | 3.5% | −35,161−17.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 29,764 | $519.1 萬 | 3.4% | +1,240+4.3% | 加碼 | 歷史 |
| VKIInvesco Advantage Municipal Income Trust II | SH BEN INT | 584,255 | $506.0 萬 | 3.3% | −57,459−9.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 17,672 | $448.5 萬 | 2.9% | +611+3.6% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 73,401 | $406.3 萬 | 2.6% | +3,804+5.5% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 81,270 | $299.4 萬 | 1.9% | +4,841+6.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 46,752 | $293.0 萬 | 1.9% | −719−1.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,915 | $293.0 萬 | 1.9% | −1,443−15.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,504 | $244.6 萬 | 1.6% | +8,711+1,098.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,342 | $227.2 萬 | 1.5% | −505−6.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,096 | $210.3 萬 | 1.4% | +21+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,410 | $184.3 萬 | 1.2% | +668+11.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,796 | $166.2 萬 | 1.1% | +2,040+26.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 12,418 | $165.4 萬 | 1.1% | +12,418 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 2,754 | $157.6 萬 | 1.0% | +278+11.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,173 | $156.0 萬 | 1.0% | +4,686+188.4% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,079 | $149.4 萬 | 1.0% | +383+2.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 17,150 | $133.1 萬 | 0.9% | +1,254+7.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,501 | $130.1 萬 | 0.8% | +32+0.9% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 15,691 | $129.8 萬 | 0.8% | +907+6.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,310 | $126.8 萬 | 0.8% | −88−2.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,161 | $119.4 萬 | 0.8% | +131+3.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,866 | $118.9 萬 | 0.8% | +104+2.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,303 | $110.4 萬 | 0.7% | +106+4.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,445 | $108.9 萬 | 0.7% | +194+2.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 17,525 | $104.4 萬 | 0.7% | +525+3.1% | 加碼 | – |
| SOSouthern Co | Stock | 10,264 | $99.1 萬 | 0.6% | +4,908+91.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,233 | $87.6 萬 | 0.6% | +80+1.9% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,173 | $87.0 萬 | 0.6% | +213+2.7% | 加碼 | – |
| NETCloudflare, Inc. | CL A COM | 4,078 | $84.1 萬 | 0.5% | +284+7.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,865 | $82.6 萬 | 0.5% | +4,098+60.6% | 加碼 | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 20,322 | $79.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 834 | $76.7 萬 | 0.5% | +41+5.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,868 | $75.6 萬 | 0.5% | +2,021+71.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,661 | $70.4 萬 | 0.5% | +250+4.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,244 | $70.2 萬 | 0.5% | +1,486+53.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,263 | $64.3 萬 | 0.4% | +3,933+168.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,640 | $64.0 萬 | 0.4% | +119+7.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,962 | $63.5 萬 | 0.4% | −892−18.4% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 7,539 | $61.6 萬 | 0.4% | +927+14.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 592 | $59.0 萬 | 0.4% | +136+29.8% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,128 | $53.3 萬 | 0.3% | +352+19.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,498 | $52.9 萬 | 0.3% | +866+18.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,546 | $52.8 萬 | 0.3% | +50+3.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,647 | $52.4 萬 | 0.3% | +1,714+43.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 723 | $51.3 萬 | 0.3% | +27+3.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,809 | $49.9 萬 | 0.3% | +3,809 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 581 | $49.2 萬 | 0.3% | +25+4.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,594 | $48.2 萬 | 0.3% | −130−7.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,459 | $48.0 萬 | 0.3% | −79−5.1% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 2,052 | $47.3 萬 | 0.3% | +208+11.3% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 1,729 | $47.1 萬 | 0.3% | −65−3.6% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 843 | $46.3 萬 | 0.3% | +67+8.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,464 | $45.5 萬 | 0.3% | +53+3.8% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,577 | $45.2 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,330 | $44.9 萬 | 0.3% | +41+3.2% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,609 | $44.9 萬 | 0.3% | +440+37.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,295 | $44.3 萬 | 0.3% | +48+2.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,054 | $44.1 萬 | 0.3% | +138+4.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,945 | $43.6 萬 | 0.3% | −207−2.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,534 | $42.5 萬 | 0.3% | +447+14.5% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 8,981 | $41.7 萬 | 0.3% | +724+8.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,468 | $41.7 萬 | 0.3% | +29+2.0% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,508 | $41.4 萬 | 0.3% | −87−2.4% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,490 | $41.0 萬 | 0.3% | +9+0.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,050 | $40.6 萬 | 0.3% | −228−10.0% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 1,449 | $36.0 萬 | 0.2% | +461+46.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,441 | $35.9 萬 | 0.2% | −423−14.8% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,747 | $35.5 萬 | 0.2% | +171+10.9% | 加碼 | 歷史 |
| FSLYFastly, Inc. | CL A | 12,205 | $35.5 萬 | 0.2% | +1,118+10.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,463 | $35.5 萬 | 0.2% | +96+7.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,377 | $34.8 萬 | 0.2% | −94−2.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,280 | $34.6 萬 | 0.2% | −127−9.0% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 1,685 | $34.5 萬 | 0.2% | +1,685 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 2,270 | $34.1 萬 | 0.2% | +829+57.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,054 | $33.8 萬 | 0.2% | +58+2.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,556 | $33.2 萬 | 0.2% | +49+3.3% | 加碼 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 24,419 | $33.0 萬 | 0.2% | +2,353+10.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,347 | $32.7 萬 | 0.2% | +107+4.8% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 744 | $32.3 萬 | 0.2% | +744 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 643 | $32.1 萬 | 0.2% | −117−15.4% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,483 | $32.1 萬 | 0.2% | +91+6.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,649 | $32.0 萬 | 0.2% | +12+0.7% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 4,597 | $31.9 萬 | 0.2% | −731−13.7% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,115 | $31.6 萬 | 0.2% | +1,115 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 2,319 | $30.4 萬 | 0.2% | −17−0.7% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 934 | $29.7 萬 | 0.2% | +52+5.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 10,187 | $29.5 萬 | 0.2% | +762+8.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,349 | $29.1 萬 | 0.2% | +2,168+26.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 2,533 | $28.7 萬 | 0.2% | +31+1.2% | 加碼 | 歷史 |
| LTBRLIGHTBRIDGE Corp | COM | 26,933 | $28.7 萬 | 0.2% | +14,711+120.4% | 加碼 | 歷史 |
| CLSCelestica Inc | Stock | 1,015 | $28.6 萬 | 0.2% | +14+1.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 297 | $28.6 萬 | 0.2% | −3−1.0% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,110 | $27.6 萬 | 0.2% | +75+3.7% | 加碼 | 歷史 |
| FFIVF5, Inc. | Stock | 947 | $27.4 萬 | 0.2% | +947 | 新進 | 歷史 |
2025 年第 4 季之後清倉（15 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 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 |
|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 1,667 | $28.5 萬 | 0.2% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,217 | $27.5 萬 | 0.2% | 歷史 |
| SPGIS&P Global Inc. | Stock | 511 | $26.7 萬 | 0.2% | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,267 | $26.7 萬 | 0.2% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,374 | $25.5 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 375 | $24.8 萬 | 0.2% | 歷史 |
| RBLXRoblox Corp | Stock | 3,041 | $24.6 萬 | 0.2% | 歷史 |
| TDGTransDigm Group INC | COM | 181 | $24.1 萬 | 0.2% | 歷史 |
| ZSZscaler, Inc. | Stock | 1,048 | $23.6 萬 | 0.2% | 歷史 |
| COFCapital One Financial Corp | Stock | 948 | $23.0 萬 | 0.2% | 歷史 |
| APPAppLovin Corp | COM CL A | 338 | $22.8 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 1,417 | $22.7 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 423 | $20.6 萬 | 0.1% | – |
| SNOWSnowflake Inc. | Stock | 932 | $20.4 萬 | 0.1% | 歷史 |
| ALLTAllot Ltd. | SHS | 12,357 | $12.1 萬 | 0.1% | 歷史 |