LeConte Wealth Management, LLC
- SEC CIK
- 0002060443
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 179
- 較 2026 年第 1 季 +27
- 總值
- $1.84 億
- 較 2026 年第 1 季 +$2,883 萬 (+18.6%)
| 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 | 92,833 | $1,975 萬 | 10.8% | −4,245−4.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 117,507 | $1,163 萬 | 6.3% | +9,719+9.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 119,483 | $899.1 萬 | 4.9% | −1,328−1.1% | 減碼 | – |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 63,813 | $778.6 萬 | 4.2% | −696−1.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 89,769 | $692.2 萬 | 3.8% | −244−0.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 31,073 | $621.7 萬 | 3.4% | +1,309+4.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 18,823 | $544.7 萬 | 3.0% | +1,151+6.5% | 加碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 160,178 | $508.2 萬 | 2.8% | −11,657−6.8% | 減碼 | – |
| VKIInvesco Advantage Municipal Income Trust II | SH BEN INT | 520,321 | $493.3 萬 | 2.7% | −63,934−10.9% | 減碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 74,102 | $408.9 萬 | 2.2% | +701+1.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 44,045 | $395.7 萬 | 2.2% | −2,707−5.8% | 減碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 87,800 | $325.0 萬 | 1.8% | +6,530+8.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,282 | $314.9 萬 | 1.7% | +778+8.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,167 | $304.7 萬 | 1.7% | +252+3.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,709 | $291.2 萬 | 1.6% | +367+5.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,307 | $245.7 萬 | 1.3% | +211+2.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,863 | $245.3 萬 | 1.3% | +453+7.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,195 | $202.0 萬 | 1.1% | +45+0.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 18,914 | $181.0 萬 | 1.0% | +8,650+84.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,085 | $178.3 萬 | 1.0% | −88−1.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,928 | $168.1 萬 | 0.9% | +966+24.4% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,005 | $161.5 萬 | 0.9% | +926+6.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,548 | $160.7 萬 | 0.9% | +387+9.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 13,342 | $154.7 萬 | 0.8% | +924+7.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,652 | $153.6 萬 | 0.8% | +151+4.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,600 | $150.6 萬 | 0.8% | +290+6.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,289 | $148.8 萬 | 0.8% | −41−3.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,252 | $140.2 萬 | 0.8% | +456+4.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,701 | $129.8 萬 | 0.7% | +61+3.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,073 | $128.8 萬 | 0.7% | +207+4.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 15,203 | $125.7 萬 | 0.7% | −488−3.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,044 | $125.2 萬 | 0.7% | +210+25.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,486 | $124.4 萬 | 0.7% | +183+7.9% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 7,811 | $120.0 萬 | 0.7% | +272+3.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,104 | $118.5 萬 | 0.6% | −650−23.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,564 | $113.1 萬 | 0.6% | +18+1.2% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 4,472 | $109.7 萬 | 0.6% | +394+9.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 17,456 | $103.0 萬 | 0.6% | −69−0.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,731 | $100.6 萬 | 0.5% | −16−0.9% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,753 | $97.7 萬 | 0.5% | +245+7.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,868 | $96.5 萬 | 0.5% | +1,003+9.2% | 加碼 | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 20,341 | $95.4 萬 | 0.5% | +19+0.1% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,425 | $89.7 萬 | 0.5% | +252+3.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 808 | $86.0 萬 | 0.5% | +85+11.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,160 | $83.5 萬 | 0.5% | −285−3.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,607 | $83.3 萬 | 0.5% | +363+8.6% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,340 | $78.3 萬 | 0.4% | +212+10.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,552 | $76.0 萬 | 0.4% | +184+7.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,606 | $69.6 萬 | 0.4% | +50+3.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,943 | $69.5 萬 | 0.4% | +366+10.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,098 | $69.0 萬 | 0.4% | +230+4.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,053 | $68.6 萬 | 0.4% | +392+6.9% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 2,547 | $68.5 萬 | 0.4% | +495+24.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,112 | $68.2 萬 | 0.4% | −121−2.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,882 | $64.6 萬 | 0.4% | +288+18.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,817 | $61.9 萬 | 0.3% | +554+8.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,624 | $60.7 萬 | 0.3% | +156+10.6% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 794 | $57.2 萬 | 0.3% | −49−5.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,341 | $57.1 萬 | 0.3% | +575+75.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 9,893 | $56.4 萬 | 0.3% | +948+10.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,289 | $55.1 萬 | 0.3% | +755+21.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 3,867 | $54.0 萬 | 0.3% | −844−17.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 534 | $54.0 萬 | 0.3% | −47−8.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 576 | $53.9 萬 | 0.3% | −16−2.7% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 1,743 | $51.4 萬 | 0.3% | +14+0.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,497 | $51.3 萬 | 0.3% | +443+14.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,835 | $51.2 萬 | 0.3% | +188+3.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,677 | $50.8 萬 | 0.3% | +382+16.6% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 5,047 | $50.6 萬 | 0.3% | +450+9.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,921 | $49.6 萬 | 0.3% | +112+2.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,123 | $46.7 萬 | 0.3% | −157−12.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,324 | $46.7 萬 | 0.3% | −135−9.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,565 | $46.6 萬 | 0.3% | −84−5.1% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 483 | $46.6 萬 | 0.3% | +483 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,444 | $45.9 萬 | 0.2% | −46−3.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,573 | $44.2 萬 | 0.2% | +110+7.5% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,742 | $43.3 萬 | 0.2% | +133+8.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 816 | $41.9 萬 | 0.2% | +173+26.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,999 | $41.8 萬 | 0.2% | −55−2.7% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 8,486 | $40.8 萬 | 0.2% | −495−5.5% | 減碼 | 歷史 |
| FFIVF5, Inc. | Stock | 967 | $40.2 萬 | 0.2% | +20+2.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,006 | $40.0 萬 | 0.2% | +72+7.7% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,902 | $39.7 萬 | 0.2% | +1,079+59.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 331 | $38.9 萬 | 0.2% | +25+8.2% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 2,752 | $38.5 萬 | 0.2% | +219+8.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 527 | $37.6 萬 | 0.2% | +66+14.3% | 加碼 | 歷史 |
| VRSNVerisign Inc | COM | 1,486 | $37.4 萬 | 0.2% | +37+2.6% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 164 | $37.3 萬 | 0.2% | +164 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,379 | $37.3 萬 | 0.2% | −85−5.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 4,507 | $37.2 萬 | 0.2% | +130+3.0% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 4,880 | $37.1 萬 | 0.2% | +982+25.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,178 | $37.0 萬 | 0.2% | −320−5.8% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 1,447 | $37.0 萬 | 0.2% | +1,447 | 新進 | 歷史 |
| CLSCelestica Inc | Stock | 985 | $35.9 萬 | 0.2% | −30−3.0% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 1,829 | $35.6 萬 | 0.2% | +144+8.5% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,177 | $35.5 萬 | 0.2% | −213−15.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| ORCLOracle Corp | Stock | 2,341 | $34.3 萬 | 0.2% | −100−4.1% | 減碼 | 歷史 |
| LEUCentrus Energy Corp | Stock | 1,914 | $32.1 萬 | 0.2% | +355+22.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,230 | $31.9 萬 | 0.2% | −89−3.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,468 | $31.2 萬 | 0.2% | +121+5.2% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（9 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TAT&T Inc. | Stock | 10,187 | $29.5 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,279 | $23.9 萬 | 0.2% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 1,526 | $23.7 萬 | 0.2% | 歷史 |
| MDTMedtronic plc | Stock | 2,606 | $22.6 萬 | 0.1% | 歷史 |
| CACICACI International Inc | CL A | 409 | $22.2 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 933 | $21.1 萬 | 0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 50 | $21.1 萬 | 0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,545 | $20.4 萬 | 0.1% | 歷史 |
| NABLN-able, Inc. | COMMON STOCK | 10,626 | $4.96 萬 | <0.1% | 歷史 |