Leslie Global Wealth, LLC 13F 持仓 · 2026年Q2
Leslie Global Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 85 只证券,申报市值合计 2.57 亿美元。前几大持仓:SPYG(14.61%)、SPYV(11.80%)、SPYM(11.51%)。本季前 25 大持仓中:新建仓 5 只、增持 11 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $37.5M | 14.61% | 315,334 | 减持 |
| 2 | SPYV | SPDR SERIES TRUST | $30.3M | 11.80% | 498,627 | 增持 |
| 3 | SPYM | SPDR SERIES TRUST | $29.5M | 11.51% | 336,229 | 减持 |
| 4 | SPTI | SPDR SERIES TRUST | $13.7M | 5.32% | 481,454 | 新建仓 |
| 5 | SPDW | SPDR INDEX SHS FDS | $12.3M | 4.77% | 243,250 | 减持 |
| 6 | IUSB | ISHARES TR | $10.4M | 4.04% | 224,529 | 新建仓 |
| 7 | SLYG | SPDR SERIES TRUST | $8.9M | 3.45% | 74,342 | 增持 |
| 8 | AAPL | APPLE INC | $8.5M | 3.32% | 29,436 | 增持 |
| 9 | SPIB | SPDR SERIES TRUST | $7.3M | 2.84% | 217,691 | 新建仓 |
| 10 | SPMB | SPDR SERIES TRUST | $7.3M | 2.83% | 326,291 | 新建仓 |
| 11 | WTV | WISDOMTREE TR | $7.1M | 2.76% | 39,649 | 减持 |
| 12 | QQQ | INVESCO QQQ TR | $7.0M | 2.71% | 9,449 | 减持 |
| 13 | SPSM | SPDR SERIES TRUST | $6.9M | 2.67% | 118,813 | 减持 |
| 14 | IAU | ISHARES GOLD TR | $6.6M | 2.56% | 87,210 | 增持 |
| 15 | QUAL | ISHARES TR | $6.2M | 2.41% | 28,176 | 增持 |
| 16 | SPEM | SPDR INDEX SHS FDS | $4.7M | 1.85% | 91,662 | 减持 |
| 17 | PFFV | GLOBAL X FDS | $3.6M | 1.40% | 163,261 | 增持 |
| 18 | IWM | ISHARES TR | $3.3M | 1.27% | 10,872 | 减持 |
| 19 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.2M | 1.24% | 62,642 | 新建仓 |
| 20 | O | REALTY INCOME CORP | $2.7M | 1.05% | 43,432 | 增持 |
| 21 | SLYV | SPDR SERIES TRUST | $2.5M | 0.96% | 22,587 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.4M | 0.92% | 11,759 | 增持 |
| 23 | IVE | ISHARES TR | $2.2M | 0.87% | 9,833 | 增持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.56% | 1,930 | 增持 |
| 25 | IWR | ISHARES TR | $1.3M | 0.52% | 12,181 | 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