Lee Financial Co
Dallas TX · SEC CIK 0001391166
$7.09亿2026Q1 申报市值
145持仓数
72.4%前十大占比 · 第一大 24.8%
11 / 10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
TXN 新建仓+$122.46万
DELL 新建仓+$105.14万
WMB 加仓+$104.50万
MCHP 新建仓+$96.81万
TSM 新建仓+$84.46万
2026Q1 卖出最多 按季末市值估算
IJT 减仓-$709.73万
SHV 减仓-$427.24万
FNDX 减仓-$391.16万
IVV 减仓-$230.71万
BRK/B 减仓-$229.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WSO | WATSCO INC | $0 | 0.00% | 0 | -3,665 | -100.0% | -$123.49万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -10,636 | -100.0% | -$112.15万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -13,486 | -100.0% | -$107.52万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,876 | -100.0% | -$94.94万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -5,176 | -100.0% | -$91.01万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -695 | -100.0% | -$52.39万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,701 | -100.0% | -$30.24万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -2,639 | -100.0% | -$27.02万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,593 | -100.0% | -$24.55万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -5,700 | -100.0% | -$21.09万 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO | $4.07万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $8.94万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP | $13.15万 | 0.02% | 10,003 | 10,003 | — | $13.15万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $21.12万 | 0.03% | 736 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $21.91万 | 0.03% | 1,101 | 100 | 10.0% | $1.99万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $22.16万 | 0.03% | 2,000 | 2,000 | — | $22.16万 | 新建仓 |
| ACWV | ISHARES INC | $23.11万 | 0.03% | 1,934 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $23.52万 | 0.03% | 7,015 | -5,300 | -43.0% | -$17.77万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $24.00万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.68万 | 0.03% | 794 | -56 | -6.6% | -$1.74万 | 减仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $24.98万 | 0.04% | 81,362 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $25.99万 | 0.04% | 817 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $26.34万 | 0.04% | 4,950 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $27.63万 | 0.04% | 7,108 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.62万 | 0.04% | 733 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP | $29.07万 | 0.04% | 11,503 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $29.36万 | 0.04% | 328 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $29.43万 | 0.04% | 4,530 | 206 | 4.8% | $1.34万 | 加仓 |
| MUB | ISHARES TR | $29.80万 | 0.04% | 2,807 | 70 | 2.6% | $7,431 | 加仓 |
| TRGP | TARGA RES CORP | $29.94万 | 0.04% | 1,194 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $30.00万 | 0.04% | 3,230 | -58 | -1.8% | -$5,387 | 减仓 |
| PFE | PFIZER INC | $30.28万 | 0.04% | 10,784 | -93 | -0.9% | -$2,611 | 减仓 |
| AMAT | APPLIED MATLS INC | $30.76万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $30.87万 | 0.04% | 4,776 | 206 | 4.5% | $1.33万 | 加仓 |
| GLW | CORNING INC | $31.09万 | 0.04% | 2,287 | 2,287 | — | $31.09万 | 新建仓 |
| IBDU | ISHARES TR | $33.84万 | 0.05% | 14,550 | 0 | 0.0% | — | 重新持有 |
| LUV | SOUTHWEST AIRLS CO | $34.27万 | 0.05% | 9,081 | 4 | 0.0% | $151 | 加仓 |
| TJX | TJX COS INC NEW | $35.47万 | 0.05% | 2,221 | 4 | 0.2% | $639 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $35.80万 | 0.05% | 16,660 | -4,885 | -22.7% | -$10.50万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $37.03万 | 0.05% | 782 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $38.22万 | 0.05% | 1,028 | 4 | 0.4% | $1,487 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.83万 | 0.05% | 1,602 | 655 | 69.2% | $15.88万 | 加仓 |
| GLDM | WORLD GOLD TR | $39.12万 | 0.06% | 4,220 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $39.38万 | 0.06% | 5,611 | -709 | -11.2% | -$4.98万 | 减仓 |
| IBDW | ISHARES TR | $41.86万 | 0.06% | 20,000 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $42.07万 | 0.06% | 7,372 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $44.84万 | 0.06% | 4,110 | 4,110 | — | $44.84万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $44.89万 | 0.06% | 9,678 | -509 | -5.0% | -$2.36万 | 减仓 |
| IBDR | ISHARES TR | $46.86万 | 0.07% | 19,330 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $47.10万 | 0.07% | 19,430 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $47.43万 | 0.07% | 2,292 | 95 | 4.3% | $1.97万 | 加仓 |
| ITM | VANECK ETF TRUST | $48.75万 | 0.07% | 10,500 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $49.07万 | 0.07% | 21,976 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $52.93万 | 0.07% | 10,459 | 857 | 8.9% | $4.34万 | 加仓 |
| LIN | LINDE PLC | $54.14万 | 0.08% | 1,092 | -1,446 | -57.0% | -$71.69万 | 减仓 |
| — | THOMSON REUTERS CORP | $55.51万 | 0.08% | 6,169 | 6,169 | — | $55.51万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $59.23万 | 0.08% | 3,086 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $60.89万 | 0.09% | 2,491 | -145 | -5.5% | -$3.54万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $61.01万 | 0.09% | 66,825 | -356 | -0.5% | -$3,250 | 减仓 |
| GPC | GENUINE PARTS CO | $63.20万 | 0.09% | 5,967 | 5,967 | — | $63.20万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $63.43万 | 0.09% | 40,480 | -9,420 | -18.9% | -$14.76万 | 减仓 |
| MTUM | ISHARES TR | $64.65万 | 0.09% | 2,694 | -343 | -11.3% | -$8.23万 | 减仓 |
| AMCR | AMCOR PLC | $68.53万 | 0.10% | 17,239 | 17,239 | — | $68.53万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $72.10万 | 0.10% | 26,605 | 1,000 | 3.9% | $2.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $72.80万 | 0.10% | 731 | -376 | -34.0% | -$37.45万 | 减仓 |
| IBDT | ISHARES TR | $73.20万 | 0.10% | 28,900 | 0 | 0.0% | — | 重新持有 |
| ET | ENERGY TRANSFER L P | $76.86万 | 0.11% | 39,824 | -3,790 | -8.7% | -$7.31万 | 减仓 |
| V | VISA INC | $77.25万 | 0.11% | 2,556 | -292 | -10.3% | -$8.83万 | 减仓 |
| PAYX | PAYCHEX INC | $77.45万 | 0.11% | 8,408 | -2,938 | -25.9% | -$27.06万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $77.75万 | 0.11% | 21,779 | -95 | -0.4% | -$3,392 | 减仓 |
| SLV | ISHARES SILVER TR | $78.52万 | 0.11% | 11,524 | 2,395 | 26.2% | $16.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $79.34万 | 0.11% | 1,220 | -34 | -2.7% | -$2.21万 | 减仓 |
| META | META PLATFORMS INC | $82.79万 | 0.12% | 1,447 | -36 | -2.4% | -$2.06万 | 减仓 |
| SHY | ISHARES TR | $84.28万 | 0.12% | 10,207 | -1,687 | -14.2% | -$13.93万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $84.46万 | 0.12% | 2,498 | 2,498 | — | $84.46万 | 新建仓 |
| ORCL | ORACLE CORP | $88.06万 | 0.12% | 5,986 | -194 | -3.1% | -$2.85万 | 减仓 |
| GOOGL | ALPHABET INC | $92.02万 | 0.13% | 3,200 | -825 | -20.5% | -$23.72万 | 减仓 |
| IWF | ISHARES TR | $94.96万 | 0.13% | 2,227 | 8 | 0.4% | $3,411 | 加仓 |
| IJT | ISHARES TR | $95.97万 | 0.14% | 6,632 | -49,045 | -88.1% | -$709.73万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $96.81万 | 0.14% | 14,984 | 14,984 | — | $96.81万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $98.01万 | 0.14% | 9,707 | 2,171 | 28.8% | $21.92万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $102.43万 | 0.14% | 2,050 | -19 | -0.9% | -$9,494 | 减仓 |
| ETN | EATON CORP PLC | $103.76万 | 0.15% | 2,901 | 2,247 | 343.6% | $80.37万 | 加仓 |
| AGG | ISHARES TR | $105.01万 | 0.15% | 10,578 | 3,167 | 42.7% | $31.44万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $105.14万 | 0.15% | 6,406 | 6,406 | — | $105.14万 | 新建仓 |
| ALLY | ALLY FINL INC | $107.42万 | 0.15% | 27,383 | -110 | -0.4% | -$4,315 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $109.17万 | 0.15% | 27,109 | -112 | -0.4% | -$4,510 | 减仓 |
| IEMG | ISHARES INC | $109.28万 | 0.15% | 15,667 | 43 | 0.3% | $2,999 | 加仓 |
| CSCO | CISCO SYS INC | $109.52万 | 0.15% | 14,115 | -8,721 | -38.2% | -$67.67万 | 减仓 |
| ENB | ENBRIDGE INC | $109.59万 | 0.15% | 20,242 | -16,254 | -44.5% | -$88.00万 | 减仓 |
| AMGN | AMGEN INC | $112.59万 | 0.16% | 3,200 | -14 | -0.4% | -$4,926 | 减仓 |
| STE | STERIS PLC | $115.50万 | 0.16% | 5,223 | -566 | -9.8% | -$12.52万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $116.14万 | 0.16% | 30,354 | 5,286 | 21.1% | $20.22万 | 加仓 |
| SCI | SERVICE CORP INTL | $120.08万 | 0.17% | 14,553 | -76 | -0.5% | -$6,271 | 减仓 |
| TXN | TEXAS INSTRS INC | $122.46万 | 0.17% | 6,308 | 6,308 | — | $122.46万 | 新建仓 |
| BLK | BLACKROCK INC | $127.81万 | 0.18% | 1,329 | -7 | -0.5% | -$6,732 | 减仓 |
| IGF | ISHARES TR | $132.36万 | 0.19% | 19,755 | 5,155 | 35.3% | $34.54万 | 加仓 |
| ORI | OLD REP INTL CORP | $133.24万 | 0.19% | 33,394 | -149 | -0.4% | -$5,945 | 减仓 |
| ABT | ABBOTT LABORATORIES | $133.44万 | 0.19% | 12,997 | -1,437 | -10.0% | -$14.75万 | 减仓 |