Lee Financial Co
Dallas TX · SEC CIK 0001391166
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.01亿 | 25.71% | 268,900 | -620 | -0.2% | -$46.43万 | 减仓 |
| IJH | ISHARES TR | $1.03亿 | 13.16% | 1,336,250 | -63,635 | -4.5% | -$490.69万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $6,770.59万 | 8.65% | 2,177,038 | -6,641 | -0.3% | -$20.65万 | 减仓 |
| IVW | ISHARES TR | $4,881.66万 | 6.23% | 354,953 | 440 | 0.1% | $6.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,280.51万 | 4.19% | 65,559 | -5,124 | -7.2% | -$256.40万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $3,017.02万 | 3.85% | 693,567 | 5,210 | 0.8% | $22.66万 | 加仓 |
| GLD | SPDR GOLD TR | $2,742.15万 | 3.50% | 74,438 | -59 | -0.1% | -$2.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,118.50万 | 2.71% | 28,746 | -610 | -2.1% | -$44.96万 | 减仓 |
| AAPL | APPLE INC | $1,868.52万 | 2.39% | 64,574 | -585 | -0.9% | -$16.93万 | 减仓 |
| SHV | ISHARES TR | $1,170.52万 | 1.49% | 106,073 | -3,048 | -2.8% | -$33.63万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,168.98万 | 1.49% | 317,055 | -133 | -0.0% | -$4,904 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,118.94万 | 1.43% | 212,081 | 8,568 | 4.2% | $45.20万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,002.96万 | 1.28% | 340,795 | -3,818 | -1.1% | -$11.24万 | 减仓 |
| DVY | ISHARES TR | $743.99万 | 0.95% | 47,600 | -2,491 | -5.0% | -$38.93万 | 减仓 |
| IJR | ISHARES TR | $708.73万 | 0.91% | 47,787 | -185 | -0.4% | -$2.74万 | 减仓 |
| ACWI | ISHARES TR | $648.27万 | 0.83% | 41,299 | 437 | 1.1% | $6.86万 | 加仓 |
| IWP | ISHARES TR | $552.77万 | 0.71% | 37,755 | 242 | 0.6% | $3.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $522.14万 | 0.67% | 13,998 | 80 | 0.6% | $2.98万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $432.16万 | 0.55% | 119,612 | 5,701 | 5.0% | $20.60万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $419.47万 | 0.54% | 78,982 | -3,353 | -4.1% | -$17.81万 | 减仓 |
| AVGO | BROADCOM INC | $388.55万 | 0.50% | 10,286 | -2,665 | -20.6% | -$100.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $383.24万 | 0.49% | 19,153 | -47 | -0.2% | -$9,404 | 减仓 |
| VTI | VANGUARD INDEX FDS | $372.41万 | 0.48% | 10,064 | -5 | -0.0% | -$1,850 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $347.60万 | 0.44% | 95,863 | -1,820 | -1.9% | -$6.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $325.60万 | 0.42% | 9,947 | -138 | -1.4% | -$4.52万 | 减仓 |
| NEM | NEWMONT CORP | $309.48万 | 0.40% | 33,135 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $302.58万 | 0.39% | 7,013 | 607 | 9.5% | $26.19万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $271.98万 | 0.35% | 15,014 | 539 | 3.7% | $9.76万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $248.61万 | 0.32% | 35,480 | -122 | -0.3% | -$8,549 | 减仓 |
| IEFA | ISHARES TR | $239.58万 | 0.31% | 24,806 | 148 | 0.6% | $1.43万 | 加仓 |
| — | EXXON MOBIL CORP | $234.27万 | 0.30% | 17,135 | 215 | 1.3% | $2.94万 | 加仓 |
| AMZN | AMAZON COM INC | $229.24万 | 0.29% | 9,618 | 376 | 4.1% | $8.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $226.09万 | 0.29% | 3,292 | 81 | 2.5% | $5.56万 | 加仓 |
| ABBV | ABBVIE INC | $220.38万 | 0.28% | 8,758 | -26 | -0.3% | -$6,542 | 减仓 |
| MS | MORGAN STANLEY | $207.10万 | 0.26% | 9,907 | -34 | -0.3% | -$7,107 | 减仓 |
| KO | COCA COLA CO | $205.09万 | 0.26% | 25,177 | 135 | 0.5% | $1.10万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $204.00万 | 0.26% | 210,096 | -1,300 | -0.6% | -$1.26万 | 减仓 |
| TXN | TEXAS INSTRS INC | $201.32万 | 0.26% | 6,754 | 446 | 7.1% | $13.29万 | 加仓 |
| LLY | ELI LILLY & CO | $200.07万 | 0.26% | 1,668 | -50 | -2.9% | -$6.00万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $196.00万 | 0.25% | 70,759 | -2,507 | -3.4% | -$6.94万 | 减仓 |
| HD | HOME DEPOT INC | $191.61万 | 0.24% | 5,433 | -157 | -2.8% | -$5.54万 | 减仓 |
| VB | VANGUARD INDEX FDS | $190.66万 | 0.24% | 6,290 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $190.07万 | 0.24% | 21,862 | 177 | 0.8% | $1.54万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $188.79万 | 0.24% | 51,357 | -400 | -0.8% | -$1.47万 | 减仓 |
| ETR | ENTERGY CORP NEW | $176.12万 | 0.22% | 15,333 | -4,809 | -23.9% | -$55.24万 | 减仓 |
| GOOG | ALPHABET INC | $171.65万 | 0.22% | 4,858 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $171.63万 | 0.22% | 14,612 | 497 | 3.5% | $5.84万 | 加仓 |
| WMB | WILLIAMS COS INC | $170.11万 | 0.22% | 22,883 | -84 | -0.4% | -$6,245 | 减仓 |
| WMT | WALMART INC | $162.86万 | 0.21% | 14,380 | -163 | -1.1% | -$1.85万 | 减仓 |
| SCZ | ISHARES TR | $158.33万 | 0.20% | 19,245 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $157.41万 | 0.20% | 1,631 | 1,631 | — | $157.41万 | 新建仓 |
| RTX | RTX CORPORATION | $154.38万 | 0.20% | 8,137 | -1,827 | -18.3% | -$34.66万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $150.46万 | 0.19% | 6,336 | -22 | -0.3% | -$5,224 | 减仓 |
| ETN | EATON CORP PLC | $146.16万 | 0.19% | 3,430 | 529 | 18.2% | $22.54万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $144.81万 | 0.18% | 36,495 | 6,141 | 20.2% | $24.37万 | 加仓 |
| FAST | FASTENAL CO | $144.55万 | 0.18% | 30,096 | -105 | -0.3% | -$5,043 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $144.46万 | 0.18% | 3,024 | 526 | 21.1% | $25.13万 | 加仓 |
| IGF | ISHARES TR | $142.23万 | 0.18% | 21,356 | 1,601 | 8.1% | $10.66万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $141.91万 | 0.18% | 19,544 | -67 | -0.3% | -$4,865 | 减仓 |
| VNOM | VIPER ENERGY INC | $140.84万 | 0.18% | 33,218 | -91 | -0.3% | -$3,858 | 减仓 |
| ORI | OLD REP INTL CORP | $136.88万 | 0.17% | 33,450 | 56 | 0.2% | $2,292 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $136.21万 | 0.17% | 14,935 | -49 | -0.3% | -$4,469 | 减仓 |
| IVE | ISHARES TR | $132.58万 | 0.17% | 5,839 | -1,012 | -14.8% | -$22.98万 | 减仓 |
| IEMG | ISHARES INC | $130.44万 | 0.17% | 15,746 | 79 | 0.5% | $6,544 | 加仓 |
| BLK | BLACKROCK INC | $127.31万 | 0.16% | 1,324 | -5 | -0.4% | -$4,808 | 减仓 |
| ALLY | ALLY FINL INC | $125.39万 | 0.16% | 27,288 | -95 | -0.3% | -$4,365 | 减仓 |
| RWR | SPDR SERIES TRUST | $122.58万 | 0.16% | 10,851 | 1,144 | 11.8% | $12.92万 | 加仓 |
| GOOGL | ALPHABET INC | $120.76万 | 0.15% | 3,379 | 179 | 5.6% | $6.40万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $116.27万 | 0.15% | 5,644 | 5,644 | — | $116.27万 | 新建仓 |
| AMGN | AMGEN INC | $115.52万 | 0.15% | 3,190 | -10 | -0.3% | -$3,621 | 减仓 |
| ABT | ABBOTT LABORATORIES | $110.77万 | 0.14% | 12,207 | -790 | -6.1% | -$7.17万 | 减仓 |
| IWF | ISHARES TR | $110.61万 | 0.14% | 8,908 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $110.16万 | 0.14% | 14,503 | -50 | -0.3% | -$3,798 | 减仓 |
| AGG | ISHARES TR | $109.80万 | 0.14% | 11,093 | 515 | 4.9% | $5.10万 | 加仓 |
| AMCR | AMCOR PLC | $108.68万 | 0.14% | 25,070 | 7,831 | 45.4% | $33.95万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $108.36万 | 0.14% | 27,387 | -10,383 | -27.5% | -$41.08万 | 减仓 |
| ENB | ENBRIDGE INC | $106.62万 | 0.14% | 19,668 | -574 | -2.8% | -$3.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $105.29万 | 0.13% | 2,050 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $103.50万 | 0.13% | 27,016 | -93 | -0.3% | -$3,563 | 减仓 |
| GPC | GENUINE PARTS CO | $97.70万 | 0.12% | 8,273 | 2,306 | 38.6% | $27.23万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $92.79万 | 0.12% | 3,165 | 3,165 | — | $92.79万 | 新建仓 |
| V | VISA INC | $91.91万 | 0.12% | 2,679 | 123 | 4.8% | $4.22万 | 加仓 |
| MTUM | ISHARES TR | $91.43万 | 0.12% | 2,667 | -27 | -1.0% | -$9,256 | 减仓 |
| ORCL | ORACLE CORP | $88.46万 | 0.11% | 6,036 | 50 | 0.8% | $7,328 | 加仓 |
| IJT | ISHARES TR | $87.96万 | 0.11% | 4,925 | -1,707 | -25.7% | -$30.49万 | 减仓 |
| IRM | IRON MTN INC DEL | $87.91万 | 0.11% | 6,960 | 6,960 | — | $87.91万 | 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 |
| DFUS | DIMENSIONAL ETF TRUST | $85.77万 | 0.11% | 10,468 | 10,468 | — | $85.77万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $84.74万 | 0.11% | 7,613 | 3,503 | 85.2% | $38.99万 | 加仓 |
| PAYX | PAYCHEX INC | $82.25万 | 0.11% | 8,365 | -43 | -0.5% | -$4,228 | 减仓 |
| META | META PLATFORMS INC | $81.96万 | 0.10% | 1,455 | 8 | 0.6% | $4,506 | 加仓 |
| ET | ENERGY TRANSFER L P | $77.06万 | 0.10% | 40,304 | 480 | 1.2% | $9,178 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $74.27万 | 0.09% | 9,045 | -1,162 | -11.4% | -$9.54万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $73.35万 | 0.09% | 40,480 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $73.01万 | 0.09% | 5,325 | -3,288 | -38.2% | -$45.08万 | 减仓 |
| IBDT | ISHARES TR | $72.97万 | 0.09% | 28,900 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $69.41万 | 0.09% | 2,733 | 242 | 9.7% | $6.15万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $67.18万 | 0.09% | 26,605 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $65.66万 | 0.08% | 3,086 | 0 | 0.0% | — | 不变 |