Leonard Rickey Investment Advisors P.L.L.C.
YAKIMA WA · SEC CIK 0001731447
$5.78亿2026Q1 申报市值
118持仓数
65.5%前十大占比 · 第一大 13.2%
10 / 7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
SGOV 加仓+$2,626.00万
VCRB 加仓+$2,052.27万
DIMENSIONAL ETF 加仓+$272.53万
IUSB 加仓+$246.91万
VTIP 加仓+$178.09万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$1,885.32万
VTI 减仓-$690.16万
IAU 减仓-$351.48万
AGG 清仓-$69.46万
USMV 减仓-$61.98万
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $23.61万 | 0.04% | 1,105 | 1,105 | — | $23.61万 | 新建仓 |
| CSCO | CISCO SYS INC | $23.39万 | 0.04% | 3,014 | 195 | 6.9% | $1.51万 | 加仓 |
| SNY | SANOFI SA | $22.93万 | 0.04% | 4,760 | -385 | -7.5% | -$1.85万 | 减仓 |
| AON | AON PLC | $22.89万 | 0.04% | 709 | 709 | — | $22.89万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.86万 | 0.04% | 8,591 | -450 | -5.0% | -$1.20万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.84万 | 0.04% | 3,566 | 3,566 | — | $21.84万 | 新建仓 |
| VFMV | VANGUARD WELLINGTON FD | $21.81万 | 0.04% | 1,637 | -22 | -1.3% | -$2,930 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $21.34万 | 0.04% | 1,585 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $21.25万 | 0.04% | 799 | 14 | 1.8% | $3,723 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $21.02万 | 0.04% | 1,072 | -12 | -1.1% | -$2,352 | 重新持有 |
| ABNB | AIRBNB INC | $20.92万 | 0.04% | 1,657 | 12 | 0.7% | $1,515 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.80万 | 0.04% | 1,589 | 1,589 | — | $20.80万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $20.63万 | 0.04% | 1,444 | 91 | 6.7% | $1.30万 | 加仓 |
| AEE | AMEREN CORP | $20.41万 | 0.04% | 1,857 | 1,857 | — | $20.41万 | 新建仓 |
| UNP | UNION PAC CORP | $20.32万 | 0.04% | 838 | 838 | — | $20.32万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $20.15万 | 0.03% | 4,136 | 4,136 | — | $20.15万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $20.11万 | 0.03% | 1,535 | 1,535 | — | $20.11万 | 新建仓 |
| GROY | GOLD ROYALTY CORP | $3.58万 | 0.01% | 10,000 | 10,000 | — | $3.58万 | 新建仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -6,954 | -100.0% | -$69.46万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,668 | -100.0% | -$31.18万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,036 | -100.0% | -$27.43万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -816 | -100.0% | -$24.15万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -2,624 | -100.0% | -$22.86万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,420 | -100.0% | -$21.89万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -483 | -100.0% | -$21.50万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |