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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.76亿 | 24.84% | 269,520 | -3,532 | -1.3% | -$230.71万 | 减仓 |
| IJH | ISHARES TR | $9,453.42万 | 13.34% | 1,399,885 | 4,456 | 0.3% | $30.09万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $6,081.55万 | 8.58% | 2,183,679 | -140,451 | -6.0% | -$391.16万 | 减仓 |
| IVW | ISHARES TR | $4,009.90万 | 5.66% | 354,513 | -6,838 | -1.9% | -$77.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,387.13万 | 4.78% | 70,683 | -4,794 | -6.4% | -$229.73万 | 减仓 |
| GLD | SPDR GOLD TR | $3,205.53万 | 4.52% | 74,497 | -1,846 | -2.4% | -$79.43万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $3,005.36万 | 4.24% | 688,357 | -19,465 | -2.7% | -$84.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,694.37万 | 2.39% | 29,356 | -1,652 | -5.3% | -$95.35万 | 减仓 |
| AAPL | APPLE INC | $1,653.67万 | 2.33% | 65,159 | -1,596 | -2.4% | -$40.50万 | 减仓 |
| SHV | ISHARES TR | $1,204.59万 | 1.70% | 109,121 | -38,703 | -26.2% | -$427.24万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $995.79万 | 1.40% | 203,513 | 3,228 | 1.6% | $15.79万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $982.01万 | 1.39% | 317,188 | -5,936 | -1.8% | -$18.38万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $883.59万 | 1.25% | 344,613 | -10,586 | -3.0% | -$27.14万 | 减仓 |
| DVY | ISHARES TR | $758.43万 | 1.07% | 50,091 | -1,488 | -2.9% | -$22.53万 | 减仓 |
| IJR | ISHARES TR | $596.34万 | 0.84% | 47,972 | 1,042 | 2.2% | $12.95万 | 加仓 |
| ACWI | ISHARES TR | $565.41万 | 0.80% | 40,862 | -483 | -1.2% | -$6.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $515.20万 | 0.73% | 13,918 | -1,439 | -9.4% | -$53.27万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $504.38万 | 0.71% | 82,335 | -26,285 | -24.2% | -$161.02万 | 减仓 |
| IWP | ISHARES TR | $480.62万 | 0.68% | 37,513 | -3,206 | -7.9% | -$41.08万 | 减仓 |
| AVGO | BROADCOM INC | $400.85万 | 0.57% | 12,951 | -1,835 | -12.4% | -$56.80万 | 减仓 |
| NEM | NEWMONT CORP | $358.69万 | 0.51% | 33,135 | 1,168 | 3.7% | $12.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $334.86万 | 0.47% | 19,200 | 406 | 2.2% | $7.08万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $331.25万 | 0.47% | 113,911 | 4,202 | 3.8% | $12.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $323.02万 | 0.46% | 10,069 | 32 | 0.3% | $1.03万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $321.87万 | 0.45% | 97,683 | -25 | -0.0% | -$824 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $296.66万 | 0.42% | 10,085 | -382 | -3.6% | -$11.24万 | 减仓 |
| — | EXXON MOBIL CORP | $287.06万 | 0.41% | 16,920 | -1,922 | -10.2% | -$32.61万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $239.69万 | 0.34% | 14,475 | -75 | -0.5% | -$1.24万 | 减仓 |
| ETR | ENTERGY CORP NEW | $226.32万 | 0.32% | 20,142 | -98 | -0.5% | -$1.10万 | 减仓 |
| IEFA | ISHARES TR | $223.23万 | 0.31% | 24,658 | 0 | 0.0% | — | 不变 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $220.49万 | 0.31% | 211,396 | -29,534 | -12.3% | -$30.80万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $213.51万 | 0.30% | 35,602 | -157 | -0.4% | -$9,415 | 减仓 |
| OKE | ONEOK INC NEW | $196.01万 | 0.28% | 21,685 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $195.85万 | 0.28% | 51,757 | 166 | 0.3% | $6,281 | 加仓 |
| AMZN | AMAZON COM INC | $192.48万 | 0.27% | 9,242 | -381 | -4.0% | -$7.94万 | 减仓 |
| RTX | RTX CORPORATION | $192.21万 | 0.27% | 9,964 | -84 | -0.8% | -$1.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $191.87万 | 0.27% | 3,211 | 679 | 26.8% | $40.57万 | 加仓 |
| ABBV | ABBVIE INC | $191.03万 | 0.27% | 8,784 | -2,147 | -19.6% | -$46.69万 | 减仓 |
| KO | COCA COLA CO | $190.93万 | 0.27% | 25,042 | -716 | -2.8% | -$5.46万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $184.31万 | 0.26% | 37,770 | -6,170 | -14.0% | -$30.11万 | 减仓 |
| HD | HOME DEPOT INC | $183.85万 | 0.26% | 5,590 | -398 | -6.6% | -$13.09万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $181.33万 | 0.26% | 73,266 | -312 | -0.4% | -$7,722 | 减仓 |
| WMT | WALMART INC | $180.99万 | 0.26% | 14,543 | -54 | -0.4% | -$6,720 | 减仓 |
| WMB | WILLIAMS COS INC | $167.15万 | 0.24% | 22,967 | 14,358 | 166.8% | $104.50万 | 加仓 |
| VB | VANGUARD INDEX FDS | $164.75万 | 0.23% | 6,290 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $163.60万 | 0.23% | 9,941 | -231 | -2.3% | -$3.80万 | 减仓 |
| LLY | ELI LILLY & CO | $158.02万 | 0.22% | 1,718 | -28 | -1.6% | -$2.58万 | 减仓 |
| VNOM | VIPER ENERGY INC | $156.52万 | 0.22% | 33,309 | -110 | -0.3% | -$5,169 | 减仓 |
| SCZ | ISHARES TR | $150.90万 | 0.21% | 19,245 | -365 | -1.9% | -$2.86万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $148.39万 | 0.21% | 6,358 | -30 | -0.5% | -$7,002 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $145.12万 | 0.20% | 19,611 | -109 | -0.6% | -$8,066 | 减仓 |
| IVE | ISHARES TR | $144.66万 | 0.20% | 6,851 | -844 | -11.0% | -$17.82万 | 减仓 |
| FAST | FASTENAL CO | $140.13万 | 0.20% | 30,201 | -120 | -0.4% | -$5,568 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $140.08万 | 0.20% | 8,613 | 1,167 | 15.7% | $18.98万 | 加仓 |
| GOOG | ALPHABET INC | $139.36万 | 0.20% | 4,858 | -497 | -9.3% | -$14.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $133.44万 | 0.19% | 12,997 | -1,437 | -10.0% | -$14.75万 | 减仓 |
| ORI | OLD REP INTL CORP | $133.24万 | 0.19% | 33,394 | -149 | -0.4% | -$5,945 | 减仓 |
| IGF | ISHARES TR | $132.36万 | 0.19% | 19,755 | 5,155 | 35.3% | $34.54万 | 加仓 |
| BLK | BLACKROCK INC | $127.81万 | 0.18% | 1,329 | -7 | -0.5% | -$6,732 | 减仓 |
| TXN | TEXAS INSTRS INC | $122.46万 | 0.17% | 6,308 | 6,308 | — | $122.46万 | 新建仓 |
| SCI | SERVICE CORP INTL | $120.08万 | 0.17% | 14,553 | -76 | -0.5% | -$6,271 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $116.14万 | 0.16% | 30,354 | 5,286 | 21.1% | $20.22万 | 加仓 |
| STE | STERIS PLC | $115.50万 | 0.16% | 5,223 | -566 | -9.8% | -$12.52万 | 减仓 |
| AMGN | AMGEN INC | $112.59万 | 0.16% | 3,200 | -14 | -0.4% | -$4,926 | 减仓 |
| ENB | ENBRIDGE INC | $109.59万 | 0.15% | 20,242 | -16,254 | -44.5% | -$88.00万 | 减仓 |
| CSCO | CISCO SYS INC | $109.52万 | 0.15% | 14,115 | -8,721 | -38.2% | -$67.67万 | 减仓 |
| IEMG | ISHARES INC | $109.28万 | 0.15% | 15,667 | 43 | 0.3% | $2,999 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $109.17万 | 0.15% | 27,109 | -112 | -0.4% | -$4,510 | 减仓 |
| ALLY | ALLY FINL INC | $107.42万 | 0.15% | 27,383 | -110 | -0.4% | -$4,315 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $105.14万 | 0.15% | 6,406 | 6,406 | — | $105.14万 | 新建仓 |
| AGG | ISHARES TR | $105.01万 | 0.15% | 10,578 | 3,167 | 42.7% | $31.44万 | 加仓 |
| ETN | EATON CORP PLC | $103.76万 | 0.15% | 2,901 | 2,247 | 343.6% | $80.37万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $102.43万 | 0.14% | 2,050 | -19 | -0.9% | -$9,494 | 减仓 |
| RWR | SPDR SERIES TRUST | $98.01万 | 0.14% | 9,707 | 2,171 | 28.8% | $21.92万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $96.81万 | 0.14% | 14,984 | 14,984 | — | $96.81万 | 新建仓 |
| IJT | ISHARES TR | $95.97万 | 0.14% | 6,632 | -49,045 | -88.1% | -$709.73万 | 减仓 |
| IWF | ISHARES TR | $94.96万 | 0.13% | 2,227 | 8 | 0.4% | $3,411 | 加仓 |
| GOOGL | ALPHABET INC | $92.02万 | 0.13% | 3,200 | -825 | -20.5% | -$23.72万 | 减仓 |
| ORCL | ORACLE CORP | $88.06万 | 0.12% | 5,986 | -194 | -3.1% | -$2.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $84.46万 | 0.12% | 2,498 | 2,498 | — | $84.46万 | 新建仓 |
| SHY | ISHARES TR | $84.28万 | 0.12% | 10,207 | -1,687 | -14.2% | -$13.93万 | 减仓 |
| META | META PLATFORMS INC | $82.79万 | 0.12% | 1,447 | -36 | -2.4% | -$2.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $79.34万 | 0.11% | 1,220 | -34 | -2.7% | -$2.21万 | 减仓 |
| SLV | ISHARES SILVER TR | $78.52万 | 0.11% | 11,524 | 2,395 | 26.2% | $16.32万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $77.75万 | 0.11% | 21,779 | -95 | -0.4% | -$3,392 | 减仓 |
| PAYX | PAYCHEX INC | $77.45万 | 0.11% | 8,408 | -2,938 | -25.9% | -$27.06万 | 减仓 |
| V | VISA INC | $77.25万 | 0.11% | 2,556 | -292 | -10.3% | -$8.83万 | 减仓 |
| ET | ENERGY TRANSFER L P | $76.86万 | 0.11% | 39,824 | -3,790 | -8.7% | -$7.31万 | 减仓 |
| IBDT | ISHARES TR | $73.20万 | 0.10% | 28,900 | 0 | 0.0% | — | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $72.80万 | 0.10% | 731 | -376 | -34.0% | -$37.45万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $72.10万 | 0.10% | 26,605 | 1,000 | 3.9% | $2.71万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $68.53万 | 0.10% | 17,239 | 17,239 | — | $68.53万 | 新建仓 |
| MTUM | ISHARES TR | $64.65万 | 0.09% | 2,694 | -343 | -11.3% | -$8.23万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $63.43万 | 0.09% | 40,480 | -9,420 | -18.9% | -$14.76万 | 减仓 |
| GPC | GENUINE PARTS CO | $63.20万 | 0.09% | 5,967 | 5,967 | — | $63.20万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $61.01万 | 0.09% | 66,825 | -356 | -0.5% | -$3,250 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $60.89万 | 0.09% | 2,491 | -145 | -5.5% | -$3.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $59.23万 | 0.08% | 3,086 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $55.51万 | 0.08% | 6,169 | 6,169 | — | $55.51万 | 新建仓 |