LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
LONG BEACH CA · SEC CIK 0001089707
$1.41亿2026Q1 申报市值
83持仓数
38.7%前十大占比 · 第一大 8.7%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IBM 新建仓+$61.40万
ECHO 新建仓+$41.10万
PG 加仓+$30.24万
BNDX 新建仓+$24.80万
PICB 新建仓+$23.90万
2026Q1 卖出最多 按季末市值估算
FLUT 清仓-$114.80万
CRM 清仓-$82.50万
PYPL 清仓-$76.00万
FISV 清仓-$63.50万
JNJ 减仓-$46.38万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $1,223.80万 | 8.67% | 48,222 | -228 | -0.5% | -$5.79万 | 减仓 |
| MSFT | Microsoft Corp | $835.50万 | 5.92% | 22,570 | 22 | 0.1% | $8,144 | 加仓 |
| NVDA | NVIDIA Corp | $809.80万 | 5.74% | 46,436 | -278 | -0.6% | -$4.85万 | 减仓 |
| GOOGL | Alphabet Inc A | $607.10万 | 4.30% | 21,113 | -154 | -0.7% | -$4.43万 | 减仓 |
| AMZN | Amazon.com Inc | $447.10万 | 3.17% | 21,465 | -236 | -1.1% | -$4.92万 | 减仓 |
| AVGO | Broadcom Inc Com | $357.40万 | 2.53% | 11,547 | 47 | 0.4% | $1.45万 | 加仓 |
| META | Meta Platforms | $343.40万 | 2.43% | 6,003 | -18 | -0.3% | -$1.03万 | 减仓 |
| V | Visa Inc Class A | $287.90万 | 2.04% | 9,524 | -37 | -0.4% | -$1.12万 | 减仓 |
| GLD | SPDR Gold Shares | $280.70万 | 1.99% | 6,523 | 383 | 6.2% | $16.48万 | 加仓 |
| JNJ | Johnson & Johnson | $277.70万 | 1.97% | 11,359 | -1,897 | -14.3% | -$46.38万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc B | $274.80万 | 1.95% | 5,735 | -190 | -3.2% | -$9.10万 | 减仓 |
| JPM | JPMorgan Chase & Co | $266.70万 | 1.89% | 9,067 | 23 | 0.3% | $6,765 | 加仓 |
| BLK | BlackRock Inc | $257.10万 | 1.82% | 2,673 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $256.90万 | 1.82% | 18,893 | 152 | 0.8% | $2.07万 | 加仓 |
| — | Exxon Mobil Corp | $256.60万 | 1.82% | 15,124 | -137 | -0.9% | -$2.32万 | 减仓 |
| NEE | NextEra Energy Inc | $253.30万 | 1.79% | 27,277 | -371 | -1.3% | -$3.45万 | 减仓 |
| CB | Chubb Ltd | $244.70万 | 1.73% | 7,508 | -2 | -0.0% | -$652 | 减仓 |
| ABBV | AbbVie Inc | $235.10万 | 1.67% | 10,808 | 53 | 0.5% | $1.15万 | 加仓 |
| LIN | Linde plc | $215.70万 | 1.53% | 4,350 | 18 | 0.4% | $8,926 | 加仓 |
| ADP | Automatic Data Processing Inc | $215.10万 | 1.52% | 10,587 | 184 | 1.8% | $3.74万 | 加仓 |
| WM | Waste Management Inc | $211.50万 | 1.50% | 9,206 | 10 | 0.1% | $2,297 | 加仓 |
| COST | Costco Wholesale Corp | $210.20万 | 1.49% | 2,110 | -11 | -0.5% | -$1.10万 | 减仓 |
| AMGN | Amgen Inc | $207.60万 | 1.47% | 5,899 | -741 | -11.2% | -$26.08万 | 减仓 |
| SCHV | Schwab US Large-Cap Value ETF | $207.10万 | 1.47% | 67,888 | 1,186 | 1.8% | $3.62万 | 加仓 |
| CSCO | Cisco Systems Inc | $203.60万 | 1.44% | 26,240 | 2,794 | 11.9% | $21.68万 | 加仓 |
| NFLX | Netflix Inc | $180.70万 | 1.28% | 18,795 | 1,692 | 9.9% | $16.27万 | 加仓 |
| SPGI | S&P Global Inc | $177.20万 | 1.26% | 4,165 | -20 | -0.5% | -$8,509 | 减仓 |
| MLM | Martin Marietta Materials Inc | $172.50万 | 1.22% | 2,931 | -22 | -0.7% | -$1.29万 | 减仓 |
| UNP | Union Pacific Corp | $166.60万 | 1.18% | 6,866 | -926 | -11.9% | -$22.47万 | 减仓 |
| SYK | Stryker Corp | $162.80万 | 1.15% | 4,956 | -10 | -0.2% | -$3,285 | 减仓 |
| SCHP | Schwab US TIPS ETF | $152.00万 | 1.08% | 57,130 | 0 | 0.0% | — | 不变 |
| DAL | Delta Air Lines Inc | $150.80万 | 1.07% | 22,678 | 0 | 0.0% | — | 不变 |
| CME | CME Group Inc Class A | $141.70万 | 1.00% | 4,797 | -54 | -1.1% | -$1.60万 | 减仓 |
| SCHG | Schwab US Large-Cap Growth ETF | $133.90万 | 0.95% | 45,968 | 2,254 | 5.2% | $6.57万 | 加仓 |
| PG | Procter & Gamble Co | $132.30万 | 0.94% | 9,162 | 2,094 | 29.6% | $30.24万 | 加仓 |
| BA | Boeing Co | $131.20万 | 0.93% | 6,591 | -141 | -2.1% | -$2.81万 | 减仓 |
| UBER | Uber Technologies Inc | $123.70万 | 0.88% | 17,194 | -10 | -0.1% | -$719 | 减仓 |
| AWK | American Water Works Co Inc | $123.60万 | 0.88% | 9,085 | 16 | 0.2% | $2,177 | 加仓 |
| MDT | Medtronic PLC | $122.20万 | 0.87% | 14,099 | 68 | 0.5% | $5,894 | 加仓 |
| SBUX | Starbucks Corp | $116.50万 | 0.83% | 13,002 | 40 | 0.3% | $3,584 | 加仓 |
| ITW | Illinois Tool Works Inc | $115.90万 | 0.82% | 4,452 | -15 | -0.3% | -$3,905 | 减仓 |
| VRT | Vertiv Holdings Co | $115.90万 | 0.82% | 4,624 | -155 | -3.2% | -$3.89万 | 减仓 |
| ABNB | Airbnb Inc | $115.70万 | 0.82% | 9,166 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $114.50万 | 0.81% | 9,519 | -145 | -1.5% | -$1.74万 | 减仓 |
| HD | The Home Depot Inc | $112.10万 | 0.79% | 3,408 | -31 | -0.9% | -$1.02万 | 减仓 |
| CRWD | CrowdStrike Holdings Inc | $107.20万 | 0.76% | 2,745 | 394 | 16.8% | $15.39万 | 加仓 |
| GS | Goldman Sachs Group Inc | $95.40万 | 0.68% | 1,128 | -241 | -17.6% | -$20.38万 | 减仓 |
| BX | Blackstone Inc | $93.50万 | 0.66% | 8,135 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp | $93.00万 | 0.66% | 13,044 | -483 | -3.6% | -$3.44万 | 减仓 |
| WELL | Welltower Inc Com | $91.90万 | 0.65% | 4,649 | 0 | 0.0% | — | 不变 |
| PLD | Prologis Inc | $88.10万 | 0.62% | 6,665 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo Inc | $88.00万 | 0.62% | 5,670 | -577 | -9.2% | -$8.96万 | 减仓 |
| CVX | Chevron Corp | $88.00万 | 0.62% | 4,255 | 100 | 2.4% | $2.07万 | 加仓 |
| — | Honeywell International Inc | $87.40万 | 0.62% | 3,868 | -54 | -1.4% | -$1.22万 | 减仓 |
| TRV | The Travelers Companies Inc | $87.30万 | 0.62% | 2,992 | -216 | -6.7% | -$6.30万 | 减仓 |
| GOOG | Alphabet Inc C | $83.80万 | 0.59% | 2,922 | -64 | -2.1% | -$1.84万 | 减仓 |
| CPAY | Corpay Inc | $80.50万 | 0.57% | 2,765 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co | $78.50万 | 0.56% | 10,317 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corp | $78.40万 | 0.56% | 10,167 | 90 | 0.9% | $6,940 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $76.40万 | 0.54% | 24,911 | 0 | 0.0% | — | 不变 |
| FICO | Fair Isaac Corp | $73.90万 | 0.52% | 692 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corp | $70.70万 | 0.50% | 2,375 | 0 | 0.0% | — | 不变 |
| AMT | American Tower Corp | $61.70万 | 0.44% | 3,574 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machines | $61.40万 | 0.43% | 2,533 | 2,533 | — | $61.40万 | 新建仓 |
| BAC | Bank of America Corporation | $58.50万 | 0.41% | 12,000 | 0 | 0.0% | — | 不变 |
| CTSH | Cognizant Technology Solutions | $58.20万 | 0.41% | 9,483 | 0 | 0.0% | — | 不变 |
| REZ | iShares Residential & Multi ETF | $57.50万 | 0.41% | 6,905 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix Inc | $53.80万 | 0.38% | 549 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $51.40万 | 0.36% | 20,474 | 0 | 0.0% | — | 不变 |
| SCHJ | Schwab 1 5 Year Corp Bond ETF | $49.40万 | 0.35% | 19,971 | 150 | 0.8% | $3,710 | 加仓 |
| DLR | Digital Realty Trust Inc | $48.40万 | 0.34% | 2,685 | 0 | 0.0% | — | 不变 |
| SPG | Simon Property Group Inc | $46.40万 | 0.33% | 2,487 | 0 | 0.0% | — | 不变 |
| O | Realty Income Corp | $42.90万 | 0.30% | 7,013 | 0 | 0.0% | — | 不变 |
| SCHZ | Schwab US Aggregate Bond ETF | $41.50万 | 0.29% | 17,884 | 171 | 1.0% | $3,968 | 加仓 |
| ECHO | EchoStar Corp | $41.10万 | 0.29% | 3,510 | 3,510 | — | $41.10万 | 新建仓 |
| SCHH | Schwab US REIT ETF | $39.50万 | 0.28% | 18,373 | 389 | 2.2% | $8,363 | 加仓 |
| SCHR | Schwab Int-Term US Treasury ETF | $36.20万 | 0.26% | 14,528 | 135 | 0.9% | $3,364 | 加仓 |
| PSA | Public Storage | $33.40万 | 0.24% | 1,234 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF | $28.20万 | 0.20% | 434 | 73 | 20.2% | $4.74万 | 加仓 |
| LLY | Eli Lilly and Co | $28.10万 | 0.20% | 305 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond ETF | $24.80万 | 0.18% | 5,165 | 5,165 | — | $24.80万 | 新建仓 |
| PICB | Invesco International Corporate Bond ETF | $23.90万 | 0.17% | 10,330 | 10,330 | — | $23.90万 | 新建仓 |
| GDX | VanEck Vectors Gold Miners ETF | $22.10万 | 0.16% | 2,405 | 2,405 | — | $22.10万 | 新建仓 |
| FLUT | Flutter Entertainment PLC | $0 | 0.00% | 0 | -5,339 | -100.0% | -$114.80万 | 清仓 |
| CRM | Salesforce Inc | $0 | 0.00% | 0 | -3,113 | -100.0% | -$82.50万 | 清仓 |
| PYPL | PayPal Holdings Inc | $0 | 0.00% | 0 | -13,015 | -100.0% | -$76.00万 | 清仓 |
| FISV | Fiserv Inc | $0 | 0.00% | 0 | -9,453 | -100.0% | -$63.50万 | 清仓 |
| MS | Morgan Stanley | $0 | 0.00% | 0 | -1,275 | -100.0% | -$22.60万 | 清仓 |