LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
LONG BEACH CA · SEC CIK 0001089707
$1.52亿2026Q2 申报市值
84持仓数
39.8%前十大占比 · 第一大 8.7%
5 / 4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+$203.40万
MCD 新建仓+$165.60万
SCHW 新建仓+$162.40万
GLDM 新建仓+$70.50万
HONA 新建仓+$43.20万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$256.60万
GLW 减仓-$225.66万
DAL 清仓-$150.80万
OTIS 清仓-$78.40万
AAPL 减仓-$72.02万
2026Q2 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 | $1,323.30万 | 8.71% | 45,733 | -2,489 | -5.2% | -$72.02万 | 减仓 |
| NVDA | NVIDIA Corp | $927.60万 | 6.11% | 46,357 | -79 | -0.2% | -$1.58万 | 减仓 |
| MSFT | Microsoft Corp | $849.00万 | 5.59% | 22,759 | 189 | 0.8% | $7.05万 | 加仓 |
| GOOGL | Alphabet Inc A | $732.80万 | 4.82% | 20,505 | -608 | -2.9% | -$21.73万 | 减仓 |
| AMZN | Amazon.com Inc | $510.00万 | 3.36% | 21,397 | -68 | -0.3% | -$1.62万 | 减仓 |
| AVGO | Broadcom Inc Com | $425.50万 | 2.80% | 11,264 | -283 | -2.5% | -$10.69万 | 减仓 |
| META | Meta Platforms | $353.50万 | 2.33% | 6,276 | 273 | 4.5% | $15.38万 | 加仓 |
| V | Visa Inc Class A | $326.90万 | 2.15% | 9,527 | 3 | 0.0% | $1,029 | 加仓 |
| CSCO | Cisco Systems Inc | $303.30万 | 2.00% | 25,825 | -415 | -1.6% | -$4.87万 | 减仓 |
| JPM | JPMorgan Chase & Co | $291.30万 | 1.92% | 8,899 | -168 | -1.9% | -$5.50万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc B | $288.50万 | 1.90% | 5,765 | 30 | 0.5% | $1.50万 | 加仓 |
| JNJ | Johnson & Johnson | $283.50万 | 1.87% | 11,162 | -197 | -1.7% | -$5.00万 | 减仓 |
| ABBV | AbbVie Inc | $266.40万 | 1.75% | 10,585 | -223 | -2.1% | -$5.61万 | 减仓 |
| ADP | Automatic Data Processing Inc | $257.60万 | 1.70% | 11,501 | 914 | 8.6% | $20.47万 | 加仓 |
| GLW | Corning Inc | $256.90万 | 1.69% | 10,058 | -8,835 | -46.8% | -$225.66万 | 减仓 |
| BLK | BlackRock Inc | $252.40万 | 1.66% | 2,625 | -48 | -1.8% | -$4.62万 | 减仓 |
| CB | Chubb Ltd | $251.00万 | 1.65% | 7,367 | -141 | -1.9% | -$4.80万 | 减仓 |
| GLD | SPDR Gold Shares | $240.30万 | 1.58% | 6,523 | 0 | 0.0% | — | 不变 |
| NEE | NextEra Energy Inc | $236.20万 | 1.55% | 26,907 | -370 | -1.4% | -$3.25万 | 减仓 |
| LIN | Linde plc | $222.40万 | 1.46% | 4,285 | -65 | -1.5% | -$3.37万 | 减仓 |
| SCHV | Schwab US Large-Cap Value ETF | $209.70万 | 1.38% | 60,241 | -7,647 | -11.3% | -$26.62万 | 减仓 |
| XOM | Exxon Mobil Corp | $203.40万 | 1.34% | 14,880 | 14,880 | — | $203.40万 | 新建仓 |
| WM | Waste Management Inc | $202.50万 | 1.33% | 9,084 | -122 | -1.3% | -$2.72万 | 减仓 |
| COST | Costco Wholesale Corp | $197.00万 | 1.30% | 2,106 | -4 | -0.2% | -$3,742 | 减仓 |
| AMGN | Amgen Inc | $191.60万 | 1.26% | 5,291 | -608 | -10.3% | -$22.02万 | 减仓 |
| UNP | Union Pacific Corp | $184.00万 | 1.21% | 6,763 | -103 | -1.5% | -$2.80万 | 减仓 |
| SCHG | Schwab US Large-Cap Growth ETF | $171.50万 | 1.13% | 50,678 | 4,710 | 10.2% | $15.94万 | 加仓 |
| SYK | Stryker Corp | $170.00万 | 1.12% | 5,398 | 442 | 8.9% | $13.92万 | 加仓 |
| SPGI | S&P Global Inc | $169.90万 | 1.12% | 4,173 | 8 | 0.2% | $3,257 | 加仓 |
| MLM | Martin Marietta Materials Inc | $169.00万 | 1.11% | 2,930 | -1 | -0.0% | -$577 | 减仓 |
| CRWD | CrowdStrike Holdings Inc | $166.10万 | 1.09% | 2,176 | -569 | -20.7% | -$43.43万 | 减仓 |
| MCD | McDonald s Corp | $165.60万 | 1.09% | 6,128 | 6,128 | — | $165.60万 | 新建仓 |
| SCHW | Charles Schwab Corp | $162.40万 | 1.07% | 17,601 | 17,601 | — | $162.40万 | 新建仓 |
| SCHP | Schwab US TIPS ETF | $151.40万 | 1.00% | 57,130 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies Inc | $142.40万 | 0.94% | 19,730 | 2,536 | 14.7% | $18.30万 | 加仓 |
| BA | Boeing Co | $138.70万 | 0.91% | 6,408 | -183 | -2.8% | -$3.96万 | 减仓 |
| PG | Procter & Gamble Co | $134.10万 | 0.88% | 9,142 | -20 | -0.2% | -$2,934 | 减仓 |
| NFLX | Netflix Inc | $134.00万 | 0.88% | 18,765 | -30 | -0.2% | -$2,142 | 减仓 |
| VRT | Vertiv Holdings Co | $131.80万 | 0.87% | 3,937 | -687 | -14.9% | -$23.00万 | 减仓 |
| ABNB | Airbnb Inc | $131.20万 | 0.86% | 9,166 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $129.50万 | 0.85% | 12,672 | -330 | -2.5% | -$3.37万 | 减仓 |
| HD | The Home Depot Inc | $128.90万 | 0.85% | 3,656 | 248 | 7.3% | $8.74万 | 加仓 |
| MRK | Merck & Co Inc | $123.40万 | 0.81% | 9,603 | 84 | 0.9% | $1.08万 | 加仓 |
| CME | CME Group Inc Class A | $119.80万 | 0.79% | 5,424 | 627 | 13.1% | $13.85万 | 加仓 |
| ITW | Illinois Tool Works Inc | $117.70万 | 0.77% | 4,352 | -100 | -2.2% | -$2.70万 | 减仓 |
| AWK | American Water Works Co Inc | $117.60万 | 0.77% | 8,935 | -150 | -1.7% | -$1.97万 | 减仓 |
| GS | Goldman Sachs Group Inc | $114.80万 | 0.76% | 1,135 | 7 | 0.6% | $7,080 | 加仓 |
| MDT | Medtronic PLC | $108.20万 | 0.71% | 13,833 | -266 | -1.9% | -$2.08万 | 减仓 |
| SYY | Sysco Corp | $106.70万 | 0.70% | 12,766 | -278 | -2.1% | -$2.32万 | 减仓 |
| WELL | Welltower Inc Com | $105.50万 | 0.69% | 4,649 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo Inc | $98.60万 | 0.65% | 7,282 | 1,612 | 28.4% | $21.83万 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $97.20万 | 0.64% | 30,660 | 5,749 | 23.1% | $18.23万 | 加仓 |
| IBM | International Business Machines | $95.80万 | 0.63% | 3,406 | 873 | 34.5% | $24.55万 | 加仓 |
| BX | Blackstone Inc | $95.70万 | 0.63% | 8,135 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc C | $94.20万 | 0.62% | 2,665 | -257 | -8.8% | -$9.08万 | 减仓 |
| TRV | The Travelers Companies Inc | $94.00万 | 0.62% | 2,846 | -146 | -4.9% | -$4.82万 | 减仓 |
| CPAY | Corpay Inc | $92.10万 | 0.61% | 2,765 | 0 | 0.0% | — | 不变 |
| PLD | Prologis Inc | $90.30万 | 0.59% | 6,665 | 0 | 0.0% | — | 不变 |
| WAT | Waters Corp | $89.10万 | 0.59% | 2,375 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co | $83.80万 | 0.55% | 10,317 | 0 | 0.0% | — | 不变 |
| FICO | Fair Isaac Corp | $82.70万 | 0.54% | 692 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $72.00万 | 0.47% | 4,344 | 89 | 2.1% | $1.48万 | 加仓 |
| GLDM | SPDR Gold MiniShares | $70.50万 | 0.46% | 8,881 | 8,881 | — | $70.50万 | 新建仓 |
| BAC | Bank of America Corporation | $68.40万 | 0.45% | 12,000 | 0 | 0.0% | — | 不变 |
| REZ | iShares Residential & Multi ETF | $65.40万 | 0.43% | 6,905 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $59.30万 | 0.39% | 20,474 | 0 | 0.0% | — | 不变 |
| AMT | American Tower Corp | $58.50万 | 0.39% | 3,574 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix Inc | $57.20万 | 0.38% | 549 | 0 | 0.0% | — | 不变 |
| SPG | Simon Property Group Inc | $55.60万 | 0.37% | 2,487 | 0 | 0.0% | — | 不变 |
| SCHJ | Schwab 1 5 Year Corp Bond ETF | $48.30万 | 0.32% | 19,604 | -367 | -1.8% | -$9,042 | 减仓 |
| DLR | Digital Realty Trust Inc | $48.20万 | 0.32% | 2,685 | 0 | 0.0% | — | 不变 |
| HON | Honeywell International Inc | $43.90万 | 0.29% | 1,960 | -1,908 | -49.3% | -$42.74万 | 减仓 |
| O | Realty Income Corp | $43.50万 | 0.29% | 7,013 | 0 | 0.0% | — | 不变 |
| HONA | Honeywell Aerospace Inc. | $43.20万 | 0.28% | 1,956 | 1,956 | — | $43.20万 | 新建仓 |
| SCHH | Schwab US REIT ETF | $42.30万 | 0.28% | 17,882 | -491 | -2.7% | -$1.16万 | 减仓 |
| SCHZ | Schwab US Aggregate Bond ETF | $40.50万 | 0.27% | 17,504 | -380 | -2.1% | -$8,792 | 减仓 |
| PSA | Public Storage | $39.30万 | 0.26% | 1,234 | 0 | 0.0% | — | 不变 |
| CTSH | Cognizant Technology Solutions | $36.70万 | 0.24% | 9,483 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly and Co | $36.60万 | 0.24% | 305 | 0 | 0.0% | — | 不变 |
| ECHO | EchoStar Corp | $35.60万 | 0.23% | 3,510 | 0 | 0.0% | — | 不变 |
| SCHR | Schwab Int-Term US Treasury ETF | $35.10万 | 0.23% | 14,225 | -303 | -2.1% | -$7,476 | 减仓 |
| SPY | SPDR S&P 500 ETF | $32.40万 | 0.21% | 434 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond ETF | $25.00万 | 0.16% | 5,165 | 0 | 0.0% | — | 不变 |
| PICB | Invesco International Corporate Bond ETF | $23.90万 | 0.16% | 10,330 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $0 | 0.00% | 0 | -15,124 | -100.0% | -$256.60万 | 清仓 |
| DAL | Delta Air Lines Inc | $0 | 0.00% | 0 | -22,678 | -100.0% | -$150.80万 | 清仓 |
| OTIS | Otis Worldwide Corp | $0 | 0.00% | 0 | -10,167 | -100.0% | -$78.40万 | 清仓 |
| GDX | VanEck Vectors Gold Miners ETF | $0 | 0.00% | 0 | -2,405 | -100.0% | -$22.10万 | 清仓 |