Leo Wealth, LLC 13F 持仓 · 2026年Q1
Leo Wealth 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 452 只证券，申报市值合计 13.77 亿美元。前几大持仓：ESGV（5.65%）、GSLC（4.02%）、AVUS（3.81%）。本季前 25 大持仓中：新建仓 2 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ESGV | VANGUARD WORLD FD | $77.8M | 5.65% | 692,530 | 减持 |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $55.4M | 4.02% | 442,595 | 减持 |
| 3 | AVUS | AMERICAN CENTY ETF TR | $52.5M | 3.81% | 471,880 | 减持 |
| 4 | VSGX | VANGUARD WORLD FD | $49.8M | 3.61% | 693,587 | 减持 |
| 5 | IEF | ISHARES TR | $44.3M | 3.22% | 464,602 | 增持 |
| 6 | AFRM | AFFIRM HLDGS INC | $42.4M | 3.08% | 924,622 | 减持 |
| 7 | JNJ | JOHNSON & JOHNSON | $41.8M | 3.04% | 171,116 | 增持 |
| 8 | LQD | ISHARES TR | $33.2M | 2.41% | 304,760 | 增持 |
| 9 | SPYM | SPDR SERIES TRUST | $32.1M | 2.33% | 419,144 | 增持 |
| 10 | AAPL | APPLE INC | $30.3M | 2.20% | 119,197 | 减持 |
| 11 | AMZN | AMAZON COM INC | $27.1M | 1.97% | 130,025 | 减持 |
| 12 | JMBS | JANUS DETROIT STR TR | $26.8M | 1.95% | 594,085 | 增持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $24.1M | 1.75% | 786,706 | 减持 |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | $19.9M | 1.45% | 263,346 | 减持 |
| 15 | USFR | WISDOMTREE TR | $17.5M | 1.27% | 344,162 | 减持 |
| 16 | SCHG | SCHWAB STRATEGIC TR | $17.2M | 1.25% | 590,246 | 增持 |
| 17 | HELO | J P MORGAN EXCHANGE TRADED F | $15.6M | 1.13% | 243,451 | 减持 |
| 18 | CEMB | ISHARES INC | $15.4M | 1.12% | 339,200 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $15.5M | 1.12% | 41,752 | 增持 |
| 20 | IBND | SPDR SERIES TRUST | $14.4M | 1.04% | 462,961 | 新建仓 |
| 21 | VGK | VANGUARD INTL EQUITY INDEX F | $13.7M | 1.00% | 166,263 | 减持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.9M | 0.93% | 26,841 | 增持 |
| 23 | LEMB | ISHARES INC | $12.6M | 0.92% | 308,966 | 增持 |
| 24 | HON | HONEYWELL INTL INC | $12.4M | 0.90% | 54,660 | 增持 |
| 25 | EMXC | ISHARES INC | $12.3M | 0.89% | 156,642 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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