13F 机构持仓

Lee Financial Co

Dallas TX · SEC CIK 0001391166

2026Q22026Q1 更早 9 个季度 🔒
$7.83亿2026Q2 申报市值
162持仓数
71.9%前十大占比 · 第一大 25.7%
23 / 6新建仓 / 清仓
申报市值走势$7.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 25.7%
IJH 13.2%
FNDX 8.6%
IVW 6.2%
BRK/B 4.2%
EMLP 3.9%
GLD 3.5%
QQQ 2.7%
AAPL 2.4%
SHV 1.5%

2026Q2 买入最多 按季末市值估算

STX 新建仓+$157.41万
DRI 新建仓+$116.27万
APD 新建仓+$92.79万
IRM 新建仓+$87.91万
DFUS 新建仓+$85.77万

2026Q2 卖出最多 按季末市值估算

IJH 减仓-$490.69万
BRK/B 减仓-$256.40万
AVGO 减仓-$100.67万
IP 清仓-$77.75万
STE 减仓-$64.54万

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
IP INTERNATIONAL PAPER CO $00.00%0 -21,779-100.0% -$77.75万 清仓
LIN LINDE PLC $00.00%0 -1,092-100.0% -$54.14万 清仓
FNF FIDELITY NATL FINL INC $00.00%0 -9,678-100.0% -$44.89万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -733-100.0% -$28.62万 清仓
STLN THE ONCOLOGY INSTITUTE INC $00.00%0 -81,362-100.0% -$24.98万 清仓
MCD MCDONALDS CORP $00.00%0 -794-100.0% -$24.68万 清仓
AIV APARTMENT INVT & MGMT CO $2.97万0.00%10,000 00.0% — 不变
TSHA TAYSHA GENE THERAPIES INC $13.62万0.02%20,000 00.0% — 不变
TAC TRANSALTA CORP $18.05万0.02%13,003 3,00030.0% $4.16万 加仓
KMI KINDER MORGAN INC DEL $20.26万0.03%6,337 -678-9.7% -$2.17万 减仓
HYG ISHARES TR $20.57万0.03%2,572 2,572— $20.57万 新建仓
T AT&T INC $20.67万0.03%9,984 9,984— $20.67万 新建仓
EFA ISHARES TR $21.10万0.03%2,031 2,031— $21.10万 新建仓
IBB ISHARES TR $21.11万0.03%1,110 1,110— $21.11万 新建仓
CMI CUMMINS INC $21.61万0.03%303 303— $21.61万 新建仓
GS GOLDMAN SACHS GROUP INC $22.04万0.03%218 218— $22.04万 新建仓
STZ CONSTELLATION BRANDS INC $22.25万0.03%1,600 00.0% — 不变
NSC NORFOLK SOUTHN CORP $23.15万0.03%736 00.0% — 不变
ACWV ISHARES INC $23.25万0.03%1,934 00.0% — 不变
CAT CATERPILLAR INC $23.64万0.03%222 222— $23.64万 新建仓
BA BOEING CO $23.83万0.03%1,101 00.0% — 不变
PFE PFIZER INC $24.13万0.03%10,021 -763-7.1% -$1.84万 减仓
AMD ADVANCED MICRO DEVICES INC $24.34万0.03%419 419— $24.34万 新建仓
IGIB ISHARES TR $26.32万0.03%4,950 00.0% — 不变
AIRR FIRST TR EXCHANGE TRADED FD $26.65万0.03%2,000 00.0% — 不变
HESM HESS MIDSTREAM LP $26.73万0.03%7,108 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $27.53万0.04%8,136 8,136— $27.53万 新建仓
NEE NEXTERA ENERGY INC $29.12万0.04%3,318 882.7% $7,724 加仓
LRCX LAM RESEARCH CORP $29.12万0.04%672 672— $29.12万 新建仓
CQP CHENIERE ENERGY PARTNERS L P $29.88万0.04%4,902 1262.6% $7,680 加仓
MUB ISHARES TR $30.21万0.04%2,807 00.0% — 不变
HCA HCA HEALTHCARE INC $30.51万0.04%782 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORP $30.58万0.04%4,530 00.0% — 不变
PH PARKER-HANNIFIN CORP $32.08万0.04%328 00.0% — 不变
ADI ANALOG DEVICES INC $32.45万0.04%817 00.0% — 不变
IUSG ISHARES TR $33.46万0.04%1,779 1,779— $33.46万 新建仓
GLDM WORLD GOLD TR $33.52万0.04%4,220 00.0% — 不变
IBDU ISHARES TR $33.70万0.04%14,550 00.0% — 不变
BUSE FIRST BUSEY CORP $33.93万0.04%11,503 00.0% — 不变
TJX TJX COS INC NEW $34.61万0.04%2,285 642.9% $9,695 加仓
LUV SOUTHWEST AIRLS CO $35.92万0.05%6,954 -2,127-23.4% -$10.99万 减仓
CVX CHEVRON CORPORATION $36.34万0.05%2,192 -100-4.4% -$1.66万 减仓
VWO VANGUARD INTL EQUITY INDEX F $36.69万0.05%6,146 6,146— $36.69万 新建仓
JCPB J P MORGAN EXCHANGE TRADED F $37.71万0.05%8,034 8,034— $37.71万 新建仓
SCHH SCHWAB STRATEGIC TR $39.36万0.05%16,621 -39-0.2% -$924 减仓
TRGP TARGA RES CORP $39.87万0.05%1,487 29324.5% $7.86万 加仓
DGRO ISHARES TR $41.15万0.05%5,430 -181-3.2% -$1.37万 减仓
LSCC LATTICE SEMICONDUCTOR CORP $41.38万0.05%2,705 2,705— $41.38万 新建仓
IBDW ISHARES TR $41.68万0.05%20,000 00.0% — 不变
QUAL ISHARES TR $42.31万0.05%1,928 1,928— $42.31万 新建仓
TSLA TESLA INC $42.44万0.05%1,009 -19-1.8% -$7,991 减仓
MPLX MPLX LP $43.81万0.06%7,778 4065.5% $2.29万 加仓
IBM INTERNATIONAL BUSINESS MACHS $45.37万0.06%1,613 110.7% $3,094 加仓
STE STERIS PLC $45.44万0.06%2,158 -3,065-58.7% -$64.54万 减仓
IBDR ISHARES TR $46.84万0.06%19,330 00.0% — 不变
IBDS ISHARES TR $47.06万0.06%19,430 00.0% — 不变
— DIMENSIONAL ETF TRUST $48.71万0.06%6,969 6,969— $48.71万 新建仓
PAA PLAINS ALL AMERN PIPELINE L $48.92万0.06%21,976 00.0% — 不变
ITM VANECK ETF TRUST $49.34万0.06%10,500 00.0% — 不变
TRI THOMSON REUTERS CORP $49.44万0.06%6,054 -115-1.9% -$9,392 减仓
JPST J P MORGAN EXCHANGE TRADED F $55.53万0.07%10,980 5215.0% $2.63万 加仓
DFIC DIMENSIONAL ETF TRUST $56.78万0.07%15,239 15,239— $56.78万 新建仓
AMAT APPLIED MATLS INC $57.84万0.07%800 -100-11.1% -$7.23万 减仓
OWL BLUE OWL CAPITAL INC $58.27万0.07%66,598 -227-0.3% -$1,986 减仓
GLW CORNING INC $58.48万0.07%2,290 30.1% $766 加仓
SLV ISHARES SILVER TR $61.62万0.08%11,524 00.0% — 不变
SPYM SPDR SERIES TRUST $63.94万0.08%7,276 7,276— $63.94万 新建仓
COST COSTCO WHOLESALE CORPORATION $65.29万0.08%698 -33-4.5% -$3.09万 减仓
RSP INVESCO EXCHANGE TRADED FD T $65.66万0.08%3,086 00.0% — 不变
DMLP DORCHESTER MINERALS L P $67.18万0.09%26,605 00.0% — 不变
JNJ JOHNSON & JOHNSON $69.41万0.09%2,733 2429.7% $6.15万 加仓
IBDT ISHARES TR $72.97万0.09%28,900 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $73.01万0.09%5,325 -3,288-38.2% -$45.08万 减仓
ALKT ALKAMI TECHNOLOGY INC $73.35万0.09%40,480 00.0% — 不变
SHY ISHARES TR $74.27万0.09%9,045 -1,162-11.4% -$9.54万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.10%1 00.0% — 不变
ET ENERGY TRANSFER L P $77.06万0.10%40,304 4801.2% $9,178 加仓
META META PLATFORMS INC $81.96万0.10%1,455 80.6% $4,506 加仓
PAYX PAYCHEX INC $82.25万0.11%8,365 -43-0.5% -$4,228 减仓
ARES ARES MANAGEMENT CORPORATION $84.74万0.11%7,613 3,50385.2% $38.99万 加仓
DFUS DIMENSIONAL ETF TRUST $85.77万0.11%10,468 10,468— $85.77万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $87.04万0.11%1,165 -55-4.5% -$4.11万 减仓
IRM IRON MTN INC DEL $87.91万0.11%6,960 6,960— $87.91万 新建仓
IJT ISHARES TR $87.96万0.11%4,925 -1,707-25.7% -$30.49万 减仓
ORCL ORACLE CORP $88.46万0.11%6,036 500.8% $7,328 加仓
MTUM ISHARES TR $91.43万0.12%2,667 -27-1.0% -$9,256 减仓
V VISA INC $91.91万0.12%2,679 1234.8% $4.22万 加仓
APD AIR PRODUCTS AND CHEMICALS I $92.79万0.12%3,165 3,165— $92.79万 新建仓
GPC GENUINE PARTS CO $97.70万0.12%8,273 2,30638.6% $27.23万 加仓
WTRG ESSENTIAL UTILS INC $103.50万0.13%27,016 -93-0.3% -$3,563 减仓
MA MASTERCARD INCORPORATED $105.29万0.13%2,050 00.0% — 不变
ENB ENBRIDGE INC $106.62万0.14%19,668 -574-2.8% -$3.11万 减仓
CNQ CANADIAN NAT RES LTD MED TER $108.36万0.14%27,387 -10,383-27.5% -$41.08万 减仓
AMCR AMCOR PLC $108.68万0.14%25,070 7,83145.4% $33.95万 加仓
AGG ISHARES TR $109.80万0.14%11,093 5154.9% $5.10万 加仓
SCI SERVICE CORP INTL $110.16万0.14%14,503 -50-0.3% -$3,798 减仓
IWF ISHARES TR $110.61万0.14%8,908 00.0% — 不变
ABT ABBOTT LABORATORIES $110.77万0.14%12,207 -790-6.1% -$7.17万 减仓
AMGN AMGEN INC $115.52万0.15%3,190 -10-0.3% -$3,621 减仓
DRI DARDEN RESTAURANTS INC $116.27万0.15%5,644 5,644— $116.27万 新建仓