Leonard Rickey Investment Advisors P.L.L.C.
YAKIMA WA · SEC CIK 0001731447
$6.37亿2026Q2 申报市值
125持仓数
64.9%前十大占比 · 第一大 12.7%
16 / 10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
EA SERIES TRUST 新建仓+$1,623.99万
VTI 加仓+$1,196.15万
VCRB 加仓+$446.31万
VTIP 加仓+$375.35万
VXUS 加仓+$235.78万
2026Q2 卖出最多 按季末市值估算
USMV 减仓-$1,593.25万
SGOV 减仓-$671.15万
IJH 减仓-$642.18万
VEU 减仓-$597.59万
DIMENSIONAL ETF 减仓-$340.08万
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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $8,084.79万 | 12.70% | 1,048,475 | -83,281 | -7.4% | -$642.18万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,758.97万 | 7.47% | 1,530,215 | 30,212 | 2.0% | $93.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,648.06万 | 7.30% | 125,610 | 32,325 | 34.7% | $1,196.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,097.75万 | 6.43% | 923,750 | -76,663 | -7.7% | -$340.08万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $3,978.05万 | 6.25% | 791,967 | 74,726 | 10.4% | $375.35万 | 加仓 |
| SGOV | ISHARES TR | $3,507.09万 | 5.51% | 348,375 | -66,668 | -16.1% | -$671.15万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $3,387.45万 | 5.32% | 438,604 | 57,788 | 15.2% | $446.31万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,264.25万 | 5.13% | 389,761 | -71,354 | -15.5% | -$597.59万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,044.01万 | 4.78% | 356,067 | 27,580 | 8.4% | $235.78万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,571.11万 | 4.04% | 325,334 | 18,443 | 6.0% | $145.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,455.11万 | 3.86% | 285,014 | 7,526 | 2.7% | $64.83万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,046.19万 | 3.21% | 503,491 | -2,443 | -0.5% | -$9.93万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,688.00万 | 2.65% | 223,547 | 11,007 | 5.2% | $83.11万 | 加仓 |
| — | EA SERIES TRUST | $1,623.99万 | 2.55% | 447,133 | 447,133 | — | $1,623.99万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $1,565.10万 | 2.46% | 13,559 | -229 | -1.7% | -$26.43万 | 减仓 |
| MUB | ISHARES TR | $1,113.61万 | 1.75% | 103,476 | -8,906 | -7.9% | -$95.85万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $576.23万 | 0.90% | 36,714 | -690 | -1.8% | -$10.83万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $544.63万 | 0.86% | 107,676 | -12,826 | -10.6% | -$64.87万 | 减仓 |
| AMZN | AMAZON COM INC | $535.47万 | 0.84% | 22,467 | 475 | 2.2% | $11.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $533.34万 | 0.84% | 14,298 | -67 | -0.5% | -$2.50万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $533.20万 | 0.84% | 175,050 | -283 | -0.2% | -$8,620 | 减仓 |
| IUSB | ISHARES TR | $496.98万 | 0.78% | 107,688 | -43,475 | -28.8% | -$200.64万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $484.56万 | 0.76% | 114,471 | -1,339 | -1.2% | -$5.67万 | 减仓 |
| IXUS | ISHARES TR | $428.39万 | 0.67% | 44,886 | -2,287 | -4.8% | -$21.83万 | 减仓 |
| AAPL | APPLE INC | $345.75万 | 0.54% | 11,949 | 282 | 2.4% | $8.16万 | 加仓 |
| IUSV | ISHARES TR | $340.86万 | 0.54% | 30,945 | -718 | -2.3% | -$7.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $321.51万 | 0.50% | 6,425 | 148 | 2.4% | $7.41万 | 加仓 |
| CAT | CATERPILLAR INC | $321.44万 | 0.50% | 3,018 | -1 | -0.0% | -$1,065 | 减仓 |
| GOOGL | ALPHABET INC | $274.61万 | 0.43% | 7,684 | -173 | -2.2% | -$6.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $227.37万 | 0.36% | 2,431 | -489 | -16.7% | -$45.74万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $209.42万 | 0.33% | 9,610 | -2 | -0.0% | -$436 | 减仓 |
| VOO | VANGUARD INDEX FDS | $203.59万 | 0.32% | 2,964 | -228 | -7.1% | -$15.66万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $185.59万 | 0.29% | 14,034 | 66 | 0.5% | $8,728 | 加仓 |
| EUSB | ISHARES TR | $168.62万 | 0.26% | 38,808 | -3,581 | -8.4% | -$15.56万 | 减仓 |
| IVV | ISHARES TR | $164.25万 | 0.26% | 2,193 | 164 | 8.1% | $12.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $156.11万 | 0.25% | 7,802 | -213 | -2.7% | -$4.26万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $149.92万 | 0.24% | 2,008 | -61 | -2.9% | -$4.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $143.79万 | 0.23% | 4,393 | -284 | -6.1% | -$9.30万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $140.94万 | 0.22% | 19,781 | -1,810 | -8.4% | -$12.90万 | 减仓 |
| META | META PLATFORMS INC | $140.10万 | 0.22% | 2,487 | 17 | 0.7% | $9,577 | 加仓 |
| AMAT | APPLIED MATLS INC | $139.79万 | 0.22% | 1,934 | -463 | -19.3% | -$33.47万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $135.89万 | 0.21% | 5,743 | 5 | 0.1% | $1,183 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $130.67万 | 0.21% | 17,800 | -8,068 | -31.2% | -$59.23万 | 减仓 |
| — | EXXON MOBIL CORP | $126.27万 | 0.20% | 9,236 | -186 | -2.0% | -$2.54万 | 减仓 |
| GOOG | ALPHABET INC | $118.20万 | 0.19% | 3,345 | -38 | -1.1% | -$1.34万 | 减仓 |
| IWF | ISHARES TR | $108.66万 | 0.17% | 8,751 | -1 | -0.0% | -$124 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $103.02万 | 0.16% | 5,695 | -53 | -0.9% | -$9,588 | 减仓 |
| V | VISA INC | $98.96万 | 0.16% | 2,884 | 27 | 0.9% | $9,264 | 加仓 |
| AVGO | BROADCOM INC | $98.86万 | 0.16% | 2,617 | 31 | 1.2% | $1.17万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $97.76万 | 0.15% | 5,485 | 385 | 7.5% | $6.86万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $93.28万 | 0.15% | 10,109 | 35 | 0.3% | $3,229 | 加仓 |
| VXF | VANGUARD INDEX FDS | $92.55万 | 0.15% | 3,759 | -319 | -7.8% | -$7.85万 | 减仓 |
| SUSB | ISHARES TR | $90.82万 | 0.14% | 36,343 | -7,227 | -16.6% | -$18.06万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.22万 | 0.14% | 1,826 | -38 | -2.0% | -$1.82万 | 减仓 |
| IUSG | ISHARES TR | $85.17万 | 0.13% | 4,528 | -33 | -0.7% | -$6,207 | 减仓 |
| NVS | NOVARTIS AG | $72.49万 | 0.11% | 4,626 | 24 | 0.5% | $3,761 | 加仓 |
| IJR | ISHARES TR | $71.62万 | 0.11% | 4,829 | 619 | 14.7% | $9.18万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $69.15万 | 0.11% | 4,782 | -292 | -5.8% | -$4.22万 | 减仓 |
| EAGG | ISHARES TR | $66.75万 | 0.10% | 14,080 | -1,963 | -12.2% | -$9.31万 | 减仓 |
| TSLA | TESLA INC | $66.24万 | 0.10% | 1,575 | -522 | -24.9% | -$21.96万 | 减仓 |
| DMXF | ISHARES TR | $65.27万 | 0.10% | 7,715 | -517 | -6.3% | -$4.37万 | 减仓 |
| ADI | ANALOG DEVICES INC | $63.13万 | 0.10% | 1,590 | -102 | -6.0% | -$4.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $60.77万 | 0.10% | 7,542 | -622 | -7.6% | -$5.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $58.77万 | 0.09% | 5,653 | 140 | 2.5% | $1.46万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $58.53万 | 0.09% | 3,868 | 684 | 21.5% | $10.35万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $57.00万 | 0.09% | 1,474 | 11 | 0.8% | $4,254 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $52.44万 | 0.08% | 1,480 | 36 | 2.5% | $1.28万 | 加仓 |
| LLY | ELI LILLY & CO | $51.45万 | 0.08% | 429 | 33 | 8.3% | $3.96万 | 加仓 |
| BA | BOEING CO | $48.71万 | 0.08% | 2,250 | -42 | -1.8% | -$9,092 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $47.79万 | 0.08% | 5,840 | 208 | 3.7% | $1.70万 | 加仓 |
| ITOT | ISHARES TR | $47.60万 | 0.07% | 2,897 | -16 | -0.5% | -$2,629 | 减仓 |
| LRCX | LAM RESEARCH CORP | $47.45万 | 0.07% | 1,095 | -10 | -0.9% | -$4,333 | 减仓 |
| ABBV | ABBVIE INC | $47.14万 | 0.07% | 1,873 | -375 | -16.7% | -$9.44万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $46.56万 | 0.07% | 3,782 | 3,782 | — | $46.56万 | 新建仓 |
| DSI | ISHARES TR | $46.43万 | 0.07% | 3,261 | -15 | -0.5% | -$2,136 | 减仓 |
| ORCL | ORACLE CORP | $44.94万 | 0.07% | 3,066 | -120 | -3.8% | -$1.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $44.81万 | 0.07% | 5,442 | 67 | 1.2% | $5,517 | 加仓 |
| USMV | ISHARES TR | $44.67万 | 0.07% | 4,631 | -165,185 | -97.3% | -$1,593.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $43.93万 | 0.07% | 5,316 | -447 | -7.8% | -$3.69万 | 减仓 |
| IVW | ISHARES TR | $43.46万 | 0.07% | 3,160 | -4 | -0.1% | -$550 | 减仓 |
| MCK | MCKESSON CORP | $43.42万 | 0.07% | 575 | -41 | -6.7% | -$3.10万 | 减仓 |
| HEI | HEICO CORP NEW | $38.75万 | 0.06% | 1,088 | -9 | -0.8% | -$3,206 | 减仓 |
| CSCO | CISCO SYS INC | $38.38万 | 0.06% | 3,267 | 253 | 8.4% | $2.97万 | 加仓 |
| SSUS | STRATEGY SHS | $38.34万 | 0.06% | 6,932 | 65 | 0.9% | $3,595 | 加仓 |
| INTC | INTEL CORP | $37.55万 | 0.06% | 2,689 | 2,689 | — | $37.55万 | 新建仓 |
| UL | UNILEVER PLC | $37.51万 | 0.06% | 6,239 | -147 | -2.3% | -$8,837 | 减仓 |
| IQV | IQVIA HLDGS INC | $36.67万 | 0.06% | 1,898 | -75 | -3.8% | -$1.45万 | 减仓 |
| WMT | WALMART INC | $36.46万 | 0.06% | 3,219 | 51 | 1.6% | $5,776 | 加仓 |
| MPC | MARATHON PETE CORP | $36.43万 | 0.06% | 1,425 | 12 | 0.8% | $3,068 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $35.70万 | 0.06% | 1,406 | 44 | 3.2% | $1.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $35.07万 | 0.06% | 683 | -19 | -2.7% | -$9,757 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.09万 | 0.05% | 660 | 660 | — | $33.09万 | 新建仓 |
| RTX | RTX CORPORATION | $33.07万 | 0.05% | 1,743 | -2 | -0.1% | -$379 | 减仓 |
| MCD | MCDONALDS CORP | $32.81万 | 0.05% | 1,214 | -22 | -1.8% | -$5,947 | 减仓 |
| MDT | MEDTRONIC PLC | $32.60万 | 0.05% | 4,167 | -978 | -19.0% | -$7.65万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $31.72万 | 0.05% | 8,609 | 6 | 0.1% | $221 | 加仓 |
| AON | AON PLC | $30.98万 | 0.05% | 934 | 225 | 31.7% | $7.46万 | 加仓 |
| DIS | DISNEY WALT CO | $30.90万 | 0.05% | 3,211 | 76 | 2.4% | $7,315 | 加仓 |
| PEP | PEPSICO INC | $30.31万 | 0.05% | 2,239 | 271 | 13.8% | $3.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.74万 | 0.05% | 512 | 512 | — | $29.74万 | 新建仓 |