13FBOX
Leelyn Smith, LLC · 13F 持仓分析
期权收益计算器 机构排行

Leelyn Smith, LLC

No.3141 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.22亿
环比变动 Q1 2026
+$1.09亿+15.3%
持仓股票数
157
新买入
11
加仓
79
减仓
44
清仓
8
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
8.48%7.83%$6,976.6万79.4万股$5,586.4万15.2万股+64.2万股+421.98%加仓
VVanEck Russia ETFBBH
6.69%6.94%$5,502.0万52.9万股$4,947.3万51.2万股+1.8万股+3.45%加仓
S嘉信策略信托SCHD
6.28%6.83%$5,166.6万162.9万股$4,868.8万158.7万股+4.2万股+2.67%加仓
J骏利Detroit策略信托JSMD
4.57%4.12%$3,755.6万37.1万股$2,939.5万37.0万股+522股+0.14%加仓
TTCW ETF TRUSTXB
3.92%4.36%$3,223.0万82.2万股$3,106.9万79.1万股+3.1万股+3.89%加仓
F富达·MERRIMACK STR TRFBND
3.89%4.31%$3,197.5万70.3万股$3,076.2万67.4万股+2.9万股+4.24%加仓
应用材料AMAT
2.38%1.4%$1,960.3万2.7万股$996.8万2.9万股-2,049股-7.03%减仓
科磊KLAC
1.97%1.19%$1,616.5万5.4万股$846.5万5,749股+4.8万股+831.95%加仓
英伟达NVDA
1.97%2.01%$1,616.2万8.1万股$1,436.1万8.2万股-1,570股-1.91%减仓
IiShares安硕信托USMV
1.95%2.14%$1,600.8万16.6万股$1,524.1万16.4万股+1,623股+0.99%加仓
J骏利Detroit策略信托VNLA
1.79%2%$1,473.7万30.2万股$1,428.5万29.2万股+9,224股+3.15%加仓
谷歌AGOOGL
1.7%1.62%$1,399.8万3.9万股$1,156.5万4.0万股-1,048股-2.61%减仓
PPGIM ULTRAPULS
1.7%1.88%$1,394.6万28.1万股$1,343.8万27.1万股+9,963股+3.67%加仓
微软MSFT
1.49%1.6%$1,223.5万3.3万股$1,144.4万3.1万股+1,883股+6.09%加仓
亚马逊AMZN
1.47%1.49%$1,207.1万5.1万股$1,060.7万5.1万股-283股-0.56%减仓
台积电TSM
1.4%1.19%$1,149.5万2.4万股$847.9万2.5万股-1,020股-4.07%减仓
苹果AAPL
1.32%1.34%$1,087.3万3.8万股$957.9万3.8万股-166股-0.44%减仓
V先锋领航白厅基金VYM
1.26%1.34%$1,032.6万6.5万股$958.2万6.5万股+641股+0.99%加仓
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
1.15%1.25%$948.9万31.0万股$893.1万29.6万股+1.4万股+4.66%加仓
礼来LLY
1.08%0.97%$888.8万7,410股$692.4万7,528股-118股-1.57%减仓
伯克希尔哈撒韦BRK.B
1.02%1.13%$838.0万1.7万股$809.2万1.7万股-139股-0.82%减仓
ANALOG DEVICES COMADI
1.01%1%$833.1万2.1万股$710.9万2.2万股-1,371股-6.14%减仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
0.96%1.15%$791.2万16.3万股$816.7万16.1万股+1,820股+1.13%加仓
泛林集团LRCX
0.94%0.57%$772.6万1.8万股$404.8万1.9万股-1,118股-5.90%减仓
摩根大通JPM
0.91%0.95%$749.4万2.3万股$675.9万2.3万股-83股-0.36%减仓
I景顺QQQ信托VOO
0.87%0.74%$712.6万9,676股$527.1万9,131股+545股+5.97%加仓
默沙东MRK
0.82%0.89%$675.4万5.3万股$635.6万5.3万股-279股-0.53%减仓
J摩根大通交易所交易基金JEPI
0.82%0.96%$673.2万11.9万股$681.1万12.0万股-981股-0.82%减仓
通用动力GD
0.77%0.86%$635.2万1.8万股$609.7万1.8万股+168股+0.95%加仓
迈威尔MRVL
0.76%0.32%$624.5万2.1万股$230.4万2.3万股-2,296股-9.87%减仓
麦当劳MCD
0.76%0.98%$621.0万2.3万股$696.7万2.2万股+557股+2.48%加仓
卡特彼勒CAT
0.75%0.54%$614.0万5,765股$387.5万5,470股+295股+5.39%加仓
好市多COST
0.73%0.9%$603.0万6,446股$638.6万6,408股+38股+0.59%加仓
AMD超威AMD
0.73%0.31%$600.4万1.0万股$222.7万1.1万股-611股-5.58%减仓
波音BA
0.71%0.73%$583.1万2.7万股$523.5万2.6万股+633股+2.41%加仓
VisaV
0.7%0.7%$577.8万1.7万股$502.5万1.7万股+214股+1.29%加仓
博通AVGO
0.68%0.64%$556.3万1.5万股$455.8万1.5万股+1股+0.01%加仓
思科CSCO
0.67%0.53%$552.3万4.7万股$378.9万4.9万股-1,812股-3.71%减仓
强生JNJ
0.66%0.74%$546.7万2.2万股$528.8万2.2万股-106股-0.49%减仓
万事达MA
0.64%0.7%$526.5万1.0万股$499.1万9,989股+262股+2.62%加仓
伊顿ETN
0.63%0.24%$516.5万1.2万股$174.1万4,866股+7,254股+149.08%加仓
CrowdStrikeCRWD
0.62%0.37%$508.9万6,669股$263.9万6,760股-91股-1.35%减仓
V先锋领航STAR基金VXUS
0.61%0.59%$502.7万5.9万股$417.8万5.4万股+4,613股+8.51%加仓
英特尔INTC
0.61%0.29%$498.0万3.6万股$207.2万4.7万股-1.1万股-24.05%减仓
GE航空GE
0.61%0.45%$497.6万1.3万股$323.0万1.1万股+1,933股+16.98%加仓
艾伯维ABBV
0.6%0.59%$493.4万2.0万股$417.2万1.9万股+425股+2.22%加仓
嘉信理财SCHW
0.6%0.68%$493.0万5.3万股$482.5万5.1万股+2,086股+4.06%加仓
T赛默飞世尔TMO
0.59%0.64%$486.9万9,712股$459.6万9,351股+361股+3.86%加仓
Meta平台META
0.58%0.65%$475.9万8,448股$463.9万8,108股+340股+4.19%加仓
德州仪器TXN
0.57%0.45%$471.0万1.6万股$318.4万1.6万股-597股-3.64%减仓

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