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 |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | $29.45万 | 0.05% | 5,450 | 100 | 1.9% | $5,403 | 加仓 |
| SBUX | STARBUCKS CORP | $27.50万 | 0.04% | 2,691 | -1,911 | -41.5% | -$19.53万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $26.51万 | 0.04% | 199 | -9 | -4.3% | -$1.20万 | 减仓 |
| UNP | UNION PAC CORP | $26.40万 | 0.04% | 971 | 133 | 15.9% | $3.62万 | 加仓 |
| SPGI | S&P GLOBAL INC | $26.16万 | 0.04% | 642 | 642 | — | $26.16万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $26.08万 | 0.04% | 9,840 | 1,249 | 14.5% | $3.31万 | 加仓 |
| AMRZ | AMRIZE LTD | $25.84万 | 0.04% | 4,848 | 4,848 | — | $25.84万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $25.45万 | 0.04% | 3,494 | -195 | -5.3% | -$1.42万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.36万 | 0.04% | 1,736 | 147 | 9.3% | $2.15万 | 加仓 |
| COR | CENCORA INC | $25.05万 | 0.04% | 885 | 40 | 4.7% | $1.13万 | 加仓 |
| DHR | DANAHER CORP DEL | $25.03万 | 0.04% | 1,314 | 42 | 3.3% | $8,002 | 加仓 |
| CVX | CHEVRON CORPORATION | $24.68万 | 0.04% | 1,489 | 4 | 0.3% | $663 | 加仓 |
| ABNB | AIRBNB INC | $24.63万 | 0.04% | 1,721 | 64 | 3.9% | $9,158 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $23.53万 | 0.04% | 1,585 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $22.34万 | 0.04% | 1,977 | 120 | 6.5% | $1.36万 | 加仓 |
| RVTY | REVVITY INC | $22.03万 | 0.03% | 1,980 | 1,980 | — | $22.03万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $21.55万 | 0.03% | 2,213 | 2,213 | — | $21.55万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $21.44万 | 0.03% | 903 | 903 | — | $21.44万 | 新建仓 |
| APH | AMPHENOL CORP | $21.26万 | 0.03% | 1,206 | 1,206 | — | $21.26万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.86万 | 0.03% | 1,129 | -82 | -6.8% | -$1.51万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.81万 | 0.03% | 419 | 419 | — | $20.81万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $20.70万 | 0.03% | 2,710 | 2,710 | — | $20.70万 | 新建仓 |
| CAT | CATERPILLAR INC 看跌期权 | $4.70万 | 0.01% | 1,000 | 1,000 | — | $4.70万 | 新建仓 |
| INTC | INTEL CORP 看跌期权 | $4.67万 | 0.01% | 1,900 | 1,900 | — | $4.67万 | 新建仓 |
| — | EXXON MOBIL CORP 看跌期权 | $3.33万 | 0.01% | 1,800 | 1,800 | — | $3.33万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -5,100 | -100.0% | -$38.58万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -4,760 | -100.0% | -$22.93万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,566 | -100.0% | -$21.84万 | 清仓 |
| VFMV | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -1,637 | -100.0% | -$21.81万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -799 | -100.0% | -$21.25万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,072 | -100.0% | -$21.02万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,444 | -100.0% | -$20.63万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -4,136 | -100.0% | -$20.15万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -1,535 | -100.0% | -$20.11万 | 清仓 |
| GROY | GOLD ROYALTY CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.58万 | 清仓 |