Dale Q Rice Investment Management Ltd
VANCOUVER WA · SEC CIK 0002041427
$1.32亿2026Q1 申报市值
68持仓数
71.5%前十大占比 · 第一大 20.3%
4 / 1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
QLD 加仓+$51.75万
USD 加仓+$41.79万
EXXON MOBIL CORP 新建仓+$29.01万
EOG 新建仓+$21.54万
SMH 新建仓+$20.90万
2026Q1 卖出最多 按季末市值估算
FDN 清仓-$21.16万
QQQ 减仓-$14.89万
XSD 减仓-$12.49万
XSW 减仓-$7.23万
SPY 减仓-$6.57万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FDN | FIRST TRUST INTERNET INDEX CF ETF | $0 | 0.00% | 0 | -786 | -100.0% | -$21.16万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | $20.34万 | 0.15% | 521 | 79 | 17.9% | $3.08万 | 加仓 |
| INTC | INTEL CORP | $20.53万 | 0.16% | 4,653 | 4,653 | — | $20.53万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $20.90万 | 0.16% | 545 | 545 | — | $20.90万 | 新建仓 |
| EOG | EOG RES INC | $21.54万 | 0.16% | 1,490 | 1,490 | — | $21.54万 | 新建仓 |
| SSO | PROSHARES ULTRA S&P500 | $24.27万 | 0.18% | 4,678 | -4 | -0.1% | -$208 | 减仓 |
| AVGO | BROADCOM INC | $24.98万 | 0.19% | 807 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $26.78万 | 0.20% | 815 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $28.16万 | 0.21% | 3,629 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $29.01万 | 0.22% | 1,710 | 1,710 | — | $29.01万 | 新建仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $29.02万 | 0.22% | 4,801 | -3 | -0.1% | -$181 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.21万 | 0.22% | 993 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTL | $29.37万 | 0.22% | 7,935 | -187 | -2.3% | -$6,921 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALSETF | $29.63万 | 0.22% | 2,008 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INS GROUP INC | $29.75万 | 0.23% | 2,200 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $31.52万 | 0.24% | 959 | -44 | -4.4% | -$1.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $31.70万 | 0.24% | 1,977 | -103 | -5.0% | -$1.65万 | 减仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $33.22万 | 0.25% | 3,093 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $33.79万 | 0.26% | 8,107 | -11 | -0.1% | -$458 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS I | $33.97万 | 0.26% | 1,117 | -2 | -0.2% | -$608 | 减仓 |
| RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETF | $37.24万 | 0.28% | 2,865 | -17 | -0.6% | -$2,209 | 减仓 |
| BA | BOEING CO | $37.90万 | 0.29% | 1,904 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $39.46万 | 0.30% | 2,337 | -33 | -1.4% | -$5,572 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $40.20万 | 0.30% | 868 | -30 | -3.3% | -$1.39万 | 减仓 |
| — | SCHWAB S&P 500 INDEX | $40.52万 | 0.31% | 24,165 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $42.17万 | 0.32% | 2,038 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $43.21万 | 0.33% | 2,720 | -5 | -0.2% | -$794 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $46.93万 | 0.36% | 4,728 | 0 | 0.0% | — | 不变 |
| — | DWS CORE EQUITY S | $47.42万 | 0.36% | 13,850 | 17 | 0.1% | $582 | 加仓 |
| MRK | MERCK & CO. INC. | $47.72万 | 0.36% | 3,967 | -151 | -3.7% | -$1.82万 | 减仓 |
| — | VANGUARD WINDSOR INVESTOR SHARES | $49.18万 | 0.37% | 22,748 | 0 | 0.0% | — | 不变 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $51.17万 | 0.39% | 3,596 | -508 | -12.4% | -$7.23万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $51.68万 | 0.39% | 3,531 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $53.51万 | 0.41% | 537 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $54.28万 | 0.41% | 4,366 | 218 | 5.3% | $2.71万 | 加仓 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $54.31万 | 0.41% | 9,909 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $55.05万 | 0.42% | 4,787 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $62.21万 | 0.47% | 3,098 | -72 | -2.3% | -$1.45万 | 减仓 |
| DE | DEERE & CO | $63.88万 | 0.48% | 1,134 | 200 | 21.4% | $11.27万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $69.96万 | 0.53% | 22,804 | -179 | -0.8% | -$5,492 | 减仓 |
| RKLB | ROCKET LAB CORP CLASS CLASS A | $71.26万 | 0.54% | 11,096 | 1,305 | 13.3% | $8.38万 | 加仓 |
| — | SCHWAB US TREASURY MONEY INVESTOR | $73.97万 | 0.56% | 739,744 | 56,267 | 8.2% | $5.63万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $75.39万 | 0.57% | 3,928 | -127 | -3.1% | -$2.44万 | 减仓 |
| CAT | CATERPILLAR INC | $81.05万 | 0.61% | 1,144 | 200 | 21.2% | $14.17万 | 加仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $82.38万 | 0.62% | 823,787 | 6,953 | 0.9% | $6,953 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $84.59万 | 0.64% | 5,783 | 789 | 15.8% | $11.54万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $87.59万 | 0.66% | 6,591 | -25 | -0.4% | -$3,322 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $94.74万 | 0.72% | 6,257 | -27 | -0.4% | -$4,088 | 减仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $97.78万 | 0.74% | 3,409 | 67 | 2.0% | $1.92万 | 加仓 |
| — | PROSHARES ULTRA ENERGY | $103.72万 | 0.79% | 15,536 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA TECHNOLOGY | $113.68万 | 0.86% | 14,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $127.52万 | 0.97% | 6,123 | -152 | -2.4% | -$3.17万 | 减仓 |
| MA | MASTERCARD INC CLASS CLASS A | $142.45万 | 1.08% | 2,851 | -11 | -0.4% | -$5,496 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $145.78万 | 1.10% | 27,324 | -663 | -2.4% | -$3.54万 | 减仓 |
| LRCX | LAM RESH CORP | $147.17万 | 1.12% | 6,888 | 261 | 3.9% | $5.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $147.86万 | 1.12% | 3,994 | -4 | -0.1% | -$1,481 | 减仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $158.47万 | 1.20% | 24,022 | -4 | -0.0% | -$264 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $203.10万 | 1.54% | 11,195 | -4 | -0.0% | -$726 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $209.36万 | 1.59% | 31,002 | 835 | 2.8% | $5.64万 | 加仓 |
| NVDA | NVIDIA CORP | $285.68万 | 2.16% | 16,381 | 543 | 3.4% | $9.47万 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $296.31万 | 2.25% | 9,086 | -383 | -4.0% | -$12.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $309.18万 | 2.34% | 6,452 | 260 | 4.2% | $12.46万 | 加仓 |
| TSLA | TESLA INC | $321.01万 | 2.43% | 8,635 | 420 | 5.1% | $15.61万 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $428.23万 | 3.24% | 14,892 | -27 | -0.2% | -$7,764 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $660.70万 | 5.01% | 10,159 | -101 | -1.0% | -$6.57万 | 减仓 |
| QQQ | INVESCO QQQ TR | $801.03万 | 6.07% | 13,878 | -258 | -1.8% | -$14.89万 | 减仓 |
| QLD | PROSHARES ULTRA QQQ | $1,512.42万 | 11.46% | 247,938 | 8,484 | 3.5% | $51.75万 | 加仓 |
| USD | PROSHARES ULTRA SEMICONDUCTORS | $2,144.70万 | 16.25% | 447,279 | 8,716 | 2.0% | $41.79万 | 加仓 |
| AAPL | APPLE INC | $2,675.47万 | 20.27% | 105,421 | -100 | -0.1% | -$2.54万 | 减仓 |