LEE DANNER & BASS INC
NASHVILLE TN · SEC CIK 0000939219
$17.34亿2026Q2 申报市值
250持仓数
40.3%前十大占比 · 第一大 8.8%
8 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$1,980.95万
HONA 新建仓+$494.84万
FDXF 新建仓+$438.72万
SCHW 加仓+$269.94万
SPCX 新建仓+$236.95万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,561.63万
HON 减仓-$374.70万
BRK/B 减仓-$256.55万
CAT 减仓-$250.57万
L 减仓-$210.00万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | $1.52亿 | 8.77% | 390,240 | 2,863 | 0.7% | $111.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1.30亿 | 7.47% | 258,858 | -5,127 | -1.9% | -$256.55万 | 减仓 |
| VSAT | VIASAT, INC. | $7,372.73万 | 4.25% | 820,925 | -12,000 | -1.4% | -$107.77万 | 减仓 |
| GOOG | ALPHABET INC. CLASS C | $6,957.71万 | 4.01% | 196,918 | -5,193 | -2.6% | -$183.48万 | 减仓 |
| CXW | CORECIVIC, INC. | $6,516.18万 | 3.76% | 2,144,891 | -28,607 | -1.3% | -$86.91万 | 减仓 |
| AAPL | APPLE INC. | $6,305.73万 | 3.64% | 217,920 | -4,412 | -2.0% | -$127.67万 | 减仓 |
| AMZN | AMAZON.COM, INC. | $3,785.41万 | 2.18% | 158,824 | -31 | -0.0% | -$7,389 | 减仓 |
| URI | UNITED RENTALS, INC. | $3,616.75万 | 2.09% | 31,925 | -350 | -1.1% | -$39.65万 | 减仓 |
| CAT | CATERPILLAR INC. | $3,613.33万 | 2.08% | 33,931 | -2,353 | -6.5% | -$250.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP, INC. | $3,519.01万 | 2.03% | 34,795 | 8 | 0.0% | $8,091 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $3,409.82万 | 1.97% | 91,411 | -496 | -0.5% | -$18.50万 | 减仓 |
| AEM | AGNICO EAGLE MINES LIMITED | $3,226.64万 | 1.86% | 207,996 | -5,127 | -2.4% | -$79.54万 | 减仓 |
| INTC | INTEL CORPORATION | $3,169.67万 | 1.83% | 227,005 | -4,517 | -2.0% | -$63.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,595.35万 | 1.50% | 102,191 | -866 | -0.8% | -$21.99万 | 减仓 |
| RTX | RTX CORPORATION | $2,552.15万 | 1.47% | 134,515 | -249 | -0.2% | -$4.72万 | 减仓 |
| V | VISA INC. CLASS A | $2,231.20万 | 1.29% | 65,033 | -266 | -0.4% | -$9.13万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $2,205.47万 | 1.27% | 243,000 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINANCIAL PARTNERS, INC. | $2,107.83万 | 1.22% | 208,944 | 268 | 0.1% | $2.70万 | 加仓 |
| BKD | BROOKDALE SENIOR LIVING INC. | $2,096.00万 | 1.21% | 1,302,670 | -2,000 | -0.2% | -$3.22万 | 减仓 |
| GEO | GEO GROUP INC | $2,025.65万 | 1.17% | 685,500 | 0 | 0.0% | — | 不变 |
| XOM | EXXON MOBIL CORPORATION | $1,980.95万 | 1.14% | 144,891 | 144,891 | — | $1,980.95万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,849.76万 | 1.07% | 183,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $1,823.83万 | 1.05% | 58,245 | -423 | -0.7% | -$13.25万 | 减仓 |
| CMP | COMPASS MINERALS INTERNATIONAL, INC. | $1,807.87万 | 1.04% | 580,750 | -25,000 | -4.1% | -$77.83万 | 减仓 |
| L | LOEWS CORPORATION | $1,759.37万 | 1.01% | 155,408 | -18,550 | -10.7% | -$210.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,656.27万 | 0.96% | 82,776 | 3,382 | 4.3% | $67.67万 | 加仓 |
| SYY | SYSCO CORPORATION | $1,584.88万 | 0.91% | 189,625 | 425 | 0.2% | $3.55万 | 加仓 |
| LOW | LOWE'S COMPANIES, INC. | $1,538.20万 | 0.89% | 69,763 | -155 | -0.2% | -$3.42万 | 减仓 |
| ACN | ACCENTURE PLC CLASS A | $1,378.09万 | 0.79% | 110,743 | 6,867 | 6.6% | $85.45万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC. | $1,325.78万 | 0.76% | 73,284 | 96 | 0.1% | $1.74万 | 加仓 |
| WMT | WALMART INC. | $1,322.71万 | 0.76% | 116,785 | -2,494 | -2.1% | -$28.25万 | 减仓 |
| META | META PLATFORMS INC CLASS A | $1,321.26万 | 0.76% | 23,456 | 410 | 1.8% | $23.09万 | 加仓 |
| UPS | UNITED PARCEL SERVICE, INC. CLASS B | $1,293.13万 | 0.75% | 120,291 | -2,906 | -2.4% | -$31.24万 | 减仓 |
| TRC | TEJON RANCH CO. | $1,263.04万 | 0.73% | 675,425 | -20,000 | -2.9% | -$37.40万 | 减仓 |
| PG | PROCTER & GAMBLE COMPANY | $1,258.30万 | 0.73% | 85,809 | -247 | -0.3% | -$3.62万 | 减仓 |
| MRK | MERCK & CO., INC. | $1,146.83万 | 0.66% | 89,248 | -712 | -0.8% | -$9.15万 | 减仓 |
| DIS | WALT DISNEY COMPANY | $1,129.96万 | 0.65% | 117,398 | 820 | 0.7% | $7.89万 | 加仓 |
| RSG | REPUBLIC SERVICES, INC. | $1,129.52万 | 0.65% | 53,009 | -656 | -1.2% | -$13.98万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,108.53万 | 0.64% | 141,701 | 20,283 | 16.7% | $158.67万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL, INC. CLASS A | $1,039.88万 | 0.60% | 179,785 | -3,298 | -1.8% | -$19.08万 | 减仓 |
| GHC | GRAHAM HOLDINGS CO. CLASS B | $998.74万 | 0.58% | 8,750 | -400 | -4.4% | -$45.66万 | 减仓 |
| ORCL | ORACLE CORPORATION | $981.05万 | 0.57% | 66,943 | 6,226 | 10.3% | $91.24万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $957.31万 | 0.55% | 168,008 | -508 | -0.3% | -$2.89万 | 减仓 |
| CSCO | CISCO SYSTEMS, INC. | $932.54万 | 0.54% | 79,392 | -1,911 | -2.4% | -$22.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $920.33万 | 0.53% | 28,116 | -11 | -0.0% | -$3,601 | 减仓 |
| HD | HOME DEPOT, INC. | $915.77万 | 0.53% | 25,966 | 567 | 2.2% | $20.00万 | 加仓 |
| CCJ | CAMECO CORP | $865.81万 | 0.50% | 85,000 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN, INC. | $844.18万 | 0.49% | 66,834 | -307 | -0.5% | -$3.88万 | 减仓 |
| HAL | HALLIBURTON COMPANY | $830.68万 | 0.48% | 244,678 | -8,264 | -3.3% | -$28.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $812.43万 | 0.47% | 19,547 | -140 | -0.7% | -$5.82万 | 减仓 |
| AMGN | AMGEN INC. | $790.59万 | 0.46% | 21,832 | -122 | -0.6% | -$4.42万 | 减仓 |
| AGI | ALAMOS GOLD INC. | $788.84万 | 0.45% | 260,000 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORPORATION | $778.07万 | 0.45% | 257,640 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP INC. | $698.78万 | 0.40% | 139,811 | -9,000 | -6.0% | -$44.98万 | 减仓 |
| SRE | SEMPRA | $680.82万 | 0.39% | 73,435 | 4,937 | 7.2% | $45.77万 | 加仓 |
| WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $674.47万 | 0.39% | 3,253 | 50 | 1.6% | $10.37万 | 加仓 |
| GOOGL | ALPHABET INC. CLASS A | $647.77万 | 0.37% | 18,126 | -428 | -2.3% | -$15.30万 | 减仓 |
| PINK | SIMPLIFY HEALTH CARE ETF | $641.91万 | 0.37% | 163,962 | -1,515 | -0.9% | -$5.93万 | 减仓 |
| BN | BROOKFIELD CORPORATION | $634.58万 | 0.37% | 148,998 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $618.90万 | 0.36% | 32,492 | 9,317 | 40.2% | $177.47万 | 加仓 |
| SLB | SCHLUMBERGER LIMITED | $618.20万 | 0.36% | 132,974 | -4,150 | -3.0% | -$19.29万 | 减仓 |
| NXH | BED BATH & BEYOND, INC. | $615.16万 | 0.35% | 1,062,450 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $604.94万 | 0.35% | 27,946 | -219 | -0.8% | -$4.74万 | 减仓 |
| SYK | STRYKER CORPORATION | $597.61万 | 0.34% | 18,982 | 4,779 | 33.6% | $150.46万 | 加仓 |
| VTOL | BRISTOW GROUP INC | $582.61万 | 0.34% | 141,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $579.95万 | 0.33% | 35,820 | -384 | -1.1% | -$6.22万 | 减仓 |
| KO | COCA-COLA COMPANY | $578.79万 | 0.33% | 71,218 | -1,218 | -1.7% | -$9.90万 | 减仓 |
| ADT | ADT, INC. | $545.89万 | 0.31% | 839,827 | 295,899 | 54.4% | $192.33万 | 加仓 |
| VTS | VITESSE ENERGY, INC. | $532.19万 | 0.31% | 337,470 | -9,000 | -2.6% | -$14.19万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $525.21万 | 0.30% | 35,413 | -515 | -1.4% | -$7.64万 | 减仓 |
| ABBV | ABBVIE, INC. | $524.49万 | 0.30% | 20,843 | -97 | -0.5% | -$2.44万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $522.16万 | 0.30% | 87,479 | -1,500 | -1.7% | -$8.95万 | 减仓 |
| PANW | PALO ALTO NETWORKS, INC. | $522.03万 | 0.30% | 15,308 | -96 | -0.6% | -$3.27万 | 减仓 |
| NOV | NOV INC. | $520.88万 | 0.30% | 280,800 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTERNATIONAL INC. | $501.16万 | 0.29% | 22,383 | -16,735 | -42.8% | -$374.70万 | 减仓 |
| CVS | CVS HEALTH CORPORATION | $495.95万 | 0.29% | 47,941 | -681 | -1.4% | -$7.04万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $494.84万 | 0.29% | 22,383 | 22,383 | — | $494.84万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $494.10万 | 0.28% | 29,808 | -3,062 | -9.3% | -$50.76万 | 减仓 |
| TRV | TRAVELERS COMPANIES, INC. | $478.34万 | 0.28% | 14,490 | -579 | -3.8% | -$19.11万 | 减仓 |
| IAK | ISHARES U.S. INSURANCE ETF | $476.22万 | 0.27% | 33,880 | -698 | -2.0% | -$9.81万 | 减仓 |
| SBUX | STARBUCKS CORPORATION | $473.56万 | 0.27% | 46,341 | -203 | -0.4% | -$2.07万 | 减仓 |
| FISV | FISERV, INC. | $462.67万 | 0.27% | 94,327 | 1,474 | 1.6% | $7.23万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES, INC. | $462.10万 | 0.27% | 601,690 | -555 | -0.1% | -$4,262 | 减仓 |
| WFC | WELLS FARGO & COMPANY | $459.11万 | 0.26% | 55,555 | 24 | 0.0% | $1,983 | 加仓 |
| FDXF | FEDEX FREIGHT HOLDING CO INC | $438.72万 | 0.25% | 29,054 | 29,054 | — | $438.72万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC | $424.43万 | 0.24% | 452,000 | 0 | 0.0% | — | 不变 |
| HSIC | HENRY SCHEIN, INC. | $417.81万 | 0.24% | 50,025 | -1,345 | -2.6% | -$11.23万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $406.67万 | 0.23% | 44,074 | 29,255 | 197.4% | $269.94万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $398.48万 | 0.23% | 43,914 | 10,018 | 29.6% | $90.90万 | 加仓 |
| SSP | SCRIPPS E W CO OHIO CL A NEW | $392.63万 | 0.23% | 1,417,439 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING | $390.64万 | 0.23% | 24,575 | -50 | -0.2% | -$7,948 | 减仓 |
| MTB | M&T BANK CORPORATION | $376.51万 | 0.22% | 15,819 | -2,566 | -14.0% | -$61.07万 | 减仓 |
| CRM | SALESFORCE, INC. | $373.71万 | 0.22% | 23,855 | -310 | -1.3% | -$4.86万 | 减仓 |
| MCD | MCDONALD'S CORPORATION | $366.38万 | 0.21% | 13,554 | -47 | -0.3% | -$1.27万 | 减仓 |
| NHI | NATIONAL HEALTH INVESTORS, INC. | $360.10万 | 0.21% | 47,220 | -4,000 | -7.8% | -$30.50万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES CORPORATION | $355.70万 | 0.21% | 12,649 | -92 | -0.7% | -$2.59万 | 减仓 |
| TPR | TAPESTRY, INC. | $321.69万 | 0.19% | 21,976 | -46 | -0.2% | -$6,734 | 减仓 |
| OIH | VANECK OIL SERVICES ETF | $314.29万 | 0.18% | 8,448 | -5 | -0.1% | -$1,860 | 减仓 |
| TFC | TRUIST FINANCIAL CORPORATION | $302.52万 | 0.17% | 60,722 | -620 | -1.0% | -$3.09万 | 减仓 |
| DAL | DELTA AIR LINES, INC. | $298.09万 | 0.17% | 31,827 | -334 | -1.0% | -$3.13万 | 减仓 |