LG
Leslie Global Wealth, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.9亿
申报季度: 2026-03-31 · 持股只数: 79
Leslie Global Wealth, LLC在最新一期 13F 报告中披露了 79 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 25.3%。
机构性格雪花图
- 集中度
- 32.99
- 持仓稳定性
- 25.26
- 动能／逆势
- 100
- 行业集中度
- 62.44
- 多样化
- 100
- 仓位均衡度
- 76.37
近期动向
加仓 SPYV
+0.9% US$14.1万
加仓 SPDW
+6.0% US$94.6万
加仓 SLYV
+721.3% US$207.2万
加仓 SPYG
-1.4% -US$331.1万
加仓 SPYM
-4.8% -US$267.7万
加仓 SPEM
+23.0% US$92.9万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 16.59% | +0.93% | -1.39% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 14.72% | +2.21% | +0.91% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 13.98% | +0.84% | -4.80% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 6.06% | +1.31% | +6.00% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.86% | +0.32% | -0.23% | |
| 6 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.59% | +0.20% | -16.83% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 3.45% | +0.60% | -0.02% | |
| 8 | WTV | Wisdomtree U.s. Value Fund | ETF-其他 | 3.42% | +0.44% | -3.43% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.20% | +0.29% | -0.28% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 3.01% | +0.38% | -4.68% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.66% | -0.01% | -5.57% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.59% | +0.80% | +23.03% | |
| 13 | PFFV | Global X Variable Rate Pref | ETF-其他 | 1.84% | +0.15% | -5.70% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.50% | -0.01% | -15.85% | |
| 15 | O | Realty Income CORP | 股票-房地产 | 1.32% | — | -6.59% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.23% | +1.11% | +721.31% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.09% | +1.09% | NEW | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | — | +5.15% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | -0.14% | -25.77% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.62% | +0.04% | +0.38% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | -0.04% | +4.45% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.59% | — | +4.43% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.45% | -0.05% | +1.83% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.42% | — | -0.46% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.41% | — | +4.81% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.40% | -0.41% | -53.42% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | +0.01% | +2.49% | |
| 28 | GS | Goldman Sachs Group INC | 股票-金融 | 0.38% | — | +13.50% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | -1.96% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.36% | — | +0.85% | |
| 31 | PM | Philip Morris International | 股票-非周期性消费 | 0.35% | — | +0.47% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.35% | +0.02% | -0.68% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.34% | -0.01% | -13.41% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.30% | — | +0.47% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事业 | 0.30% | — | -2.61% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.29% | -0.03% | -21.24% | |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.29% | -0.13% | -36.77% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | +3.46% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | +0.10% | +1.39% | |
| 40 | URI | United Rentals INC | 股票-工业 | 0.26% | — | -1.30% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | +0.07% | +2.72% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.25% | +0.08% | +0.74% | |
| 43 | HON | Honeywell International INC | 股票-工业 | 0.24% | — | +1.31% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.24% | +0.07% | +9.52% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.22% | -0.04% | -13.49% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.22% | — | -2.95% | |
| 47 | ES | Eversource Energy | 股票-公用事业 | 0.21% | — | -17.33% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | — | +1.17% | |
| 49 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.20% | — | — | |
| 50 | MO | Altria Group INC | 股票-非周期性消费 | 0.19% | — | +0.65% |
1–50 of 79
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Leslie Global Wealth, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Janus Henderson Aaa Clo ETF (JAAA); 新建仓: Ishares S&p 500 Value ETF (IVE); 清仓: Jpmorgan Municipal ETF (JMUB); 新建仓: GE Vernova INC (GEV); 新建仓: American Electric Power (AEP).
FAQ
Leslie Global Wealth, LLC 是什么机构？属于哪种投资人类型？
Leslie Global Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.9亿，分布在 79 个已申报仓位之中。
Leslie Global Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Leslie Global Wealth, LLC 按市值排列的前几大持股为：
1. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$3148.2万 (16.6%)
2. Ss Spdr P S&p 500 Value ETF (SPYV) — US$2793.8万 (14.7%)
3. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$2653.3万 (14.0%)
4. Ste Str Spdr Pt Dw EU ETF (SPDW) — US$1149.7万 (6.1%)
5. Apple INC (AAPL) — US$733.2万 (3.9%)
Leslie Global Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Leslie Global Wealth, LLC 共进行了 50 项显著调整：新建仓 11 个仓位、加仓 12 个既有持股、减仓 23 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Janus Henderson Aaa Clo ETF (JAAA); 新建仓: Ishares S&p 500 Value ETF (IVE); 清仓: Jpmorgan Municipal ETF (JMUB); 新建仓: GE Vernova INC (GEV); 新建仓: American Electric Power (AEP)
Leslie Global Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Leslie Global Wealth, LLC 的主要板块分布如下：
• Information Technology: 40.8%
• Financials: 9.8%
• Industrials: 8.3%
• Communication Services: 8.1%
• Real Estate: 7.3%
• Health Care: 7.2%