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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $65.29万 | 0.08% | 698 | -33 | -4.5% | -$3.09万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $63.94万 | 0.08% | 7,276 | 7,276 | — | $63.94万 | 新建仓 |
| SLV | ISHARES SILVER TR | $61.62万 | 0.08% | 11,524 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $58.48万 | 0.07% | 2,290 | 3 | 0.1% | $766 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $58.27万 | 0.07% | 66,598 | -227 | -0.3% | -$1,986 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.84万 | 0.07% | 800 | -100 | -11.1% | -$7.23万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $56.78万 | 0.07% | 15,239 | 15,239 | — | $56.78万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $55.53万 | 0.07% | 10,980 | 521 | 5.0% | $2.63万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $49.44万 | 0.06% | 6,054 | -115 | -1.9% | -$9,392 | 减仓 |
| ITM | VANECK ETF TRUST | $49.34万 | 0.06% | 10,500 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $48.92万 | 0.06% | 21,976 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $48.71万 | 0.06% | 6,969 | 6,969 | — | $48.71万 | 新建仓 |
| IBDS | ISHARES TR | $47.06万 | 0.06% | 19,430 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $46.84万 | 0.06% | 19,330 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $45.44万 | 0.06% | 2,158 | -3,065 | -58.7% | -$64.54万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.37万 | 0.06% | 1,613 | 11 | 0.7% | $3,094 | 加仓 |
| MPLX | MPLX LP | $43.81万 | 0.06% | 7,778 | 406 | 5.5% | $2.29万 | 加仓 |
| TSLA | TESLA INC | $42.44万 | 0.05% | 1,009 | -19 | -1.8% | -$7,991 | 减仓 |
| QUAL | ISHARES TR | $42.31万 | 0.05% | 1,928 | 1,928 | — | $42.31万 | 新建仓 |
| IBDW | ISHARES TR | $41.68万 | 0.05% | 20,000 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $41.38万 | 0.05% | 2,705 | 2,705 | — | $41.38万 | 新建仓 |
| DGRO | ISHARES TR | $41.15万 | 0.05% | 5,430 | -181 | -3.2% | -$1.37万 | 减仓 |
| TRGP | TARGA RES CORP | $39.87万 | 0.05% | 1,487 | 293 | 24.5% | $7.86万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $39.36万 | 0.05% | 16,621 | -39 | -0.2% | -$924 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $37.71万 | 0.05% | 8,034 | 8,034 | — | $37.71万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $36.69万 | 0.05% | 6,146 | 6,146 | — | $36.69万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $36.34万 | 0.05% | 2,192 | -100 | -4.4% | -$1.66万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $35.92万 | 0.05% | 6,954 | -2,127 | -23.4% | -$10.99万 | 减仓 |
| TJX | TJX COS INC NEW | $34.61万 | 0.04% | 2,285 | 64 | 2.9% | $9,695 | 加仓 |
| BUSE | FIRST BUSEY CORP | $33.93万 | 0.04% | 11,503 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $33.70万 | 0.04% | 14,550 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $33.52万 | 0.04% | 4,220 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $33.46万 | 0.04% | 1,779 | 1,779 | — | $33.46万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $32.45万 | 0.04% | 817 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $32.08万 | 0.04% | 328 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $30.58万 | 0.04% | 4,530 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $30.51万 | 0.04% | 782 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $30.21万 | 0.04% | 2,807 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $29.88万 | 0.04% | 4,902 | 126 | 2.6% | $7,680 | 加仓 |
| LRCX | LAM RESEARCH CORP | $29.12万 | 0.04% | 672 | 672 | — | $29.12万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $29.12万 | 0.04% | 3,318 | 88 | 2.7% | $7,724 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.53万 | 0.04% | 8,136 | 8,136 | — | $27.53万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $26.73万 | 0.03% | 7,108 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $26.65万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $26.32万 | 0.03% | 4,950 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.34万 | 0.03% | 419 | 419 | — | $24.34万 | 新建仓 |
| PFE | PFIZER INC | $24.13万 | 0.03% | 10,021 | -763 | -7.1% | -$1.84万 | 减仓 |
| BA | BOEING CO | $23.83万 | 0.03% | 1,101 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.64万 | 0.03% | 222 | 222 | — | $23.64万 | 新建仓 |
| ACWV | ISHARES INC | $23.25万 | 0.03% | 1,934 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $23.15万 | 0.03% | 736 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $22.25万 | 0.03% | 1,600 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $22.04万 | 0.03% | 218 | 218 | — | $22.04万 | 新建仓 |
| CMI | CUMMINS INC | $21.61万 | 0.03% | 303 | 303 | — | $21.61万 | 新建仓 |
| IBB | ISHARES TR | $21.11万 | 0.03% | 1,110 | 1,110 | — | $21.11万 | 新建仓 |
| EFA | ISHARES TR | $21.10万 | 0.03% | 2,031 | 2,031 | — | $21.10万 | 新建仓 |
| T | AT&T INC | $20.67万 | 0.03% | 9,984 | 9,984 | — | $20.67万 | 新建仓 |
| HYG | ISHARES TR | $20.57万 | 0.03% | 2,572 | 2,572 | — | $20.57万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $20.26万 | 0.03% | 6,337 | -678 | -9.7% | -$2.17万 | 减仓 |
| TAC | TRANSALTA CORP | $18.05万 | 0.02% | 13,003 | 3,000 | 30.0% | $4.16万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $13.62万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| AIV | APARTMENT INVT & MGMT CO | $2.97万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -21,779 | -100.0% | -$77.75万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -1,092 | -100.0% | -$54.14万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -9,678 | -100.0% | -$44.89万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -733 | -100.0% | -$28.62万 | 清仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $0 | 0.00% | 0 | -81,362 | -100.0% | -$24.98万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -794 | -100.0% | -$24.68万 | 清仓 |