LeConte Wealth Management, LLC 13F 持仓 · 2026年Q2
LeConte Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 179 只证券，申报市值合计 1.84 亿美元。前几大持仓：RSP（10.76%）、AGG（6.34%）、VCLT（4.90%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $19.8M | 10.76% | 92,833 | 减持 |
| 2 | AGG | ISHARES TR | $11.6M | 6.34% | 117,507 | 增持 |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | $9.0M | 4.90% | 119,483 | 减持 |
| 4 | QQQE | DIREXION SHARES ETF TRUST | $7.8M | 4.24% | 63,813 | 减持 |
| 5 | IJH | ISHARES TR | $6.9M | 3.77% | 89,769 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $6.2M | 3.39% | 31,073 | 增持 |
| 7 | AAPL | APPLE INC | $5.4M | 2.97% | 18,823 | 增持 |
| 8 | SCHY | SCHWAB STRATEGIC TR | $5.1M | 2.77% | 160,178 | 减持 |
| 9 | VKI | INVESCO ADVANTAGE MUN INCOME | $4.9M | 2.69% | 520,321 | 减持 |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | $4.1M | 2.23% | 74,102 | 增持 |
| 11 | CIBR | FIRST TR EXCHANGE-TRADED FD | $4.0M | 2.16% | 44,045 | 减持 |
| 12 | USHY | ISHARES TR | $3.3M | 1.77% | 87,800 | 增持 |
| 13 | VOT | VANGUARD INDEX FDS | $3.1M | 1.72% | 10,282 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $3.0M | 1.66% | 8,167 | 增持 |
| 15 | AVGO | BROADCOM INC | $2.9M | 1.59% | 7,709 | 增持 |
| 16 | AMZN | AMAZON COM INC | $2.5M | 1.34% | 10,307 | 增持 |
| 17 | GOOGL | ALPHABET INC | $2.5M | 1.34% | 6,863 | 增持 |
| 18 | CSCO | CISCO SYS INC | $2.0M | 1.10% | 17,195 | 增持 |
| 19 | SO | SOUTHERN CO | $1.8M | 0.99% | 18,914 | 增持 |
| 20 | ABBV | ABBVIE INC | $1.8M | 0.97% | 7,085 | 减持 |
| 21 | PANW | PALO ALTO NETWORKS INC | $1.7M | 0.92% | 4,928 | 增持 |
| 22 | GOOG | ALPHABET INC | $1.6M | 0.88% | 4,548 | 增持 |
| 23 | MUB | ISHARES TR | $1.6M | 0.88% | 15,005 | 增持 |
| 24 | NLR | VANECK ETF TRUST | $1.5M | 0.84% | 13,342 | 增持 |
| 25 | TSLA | TESLA INC | $1.5M | 0.84% | 3,652 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR