13F 机构持仓

Dale Q Rice Investment Management Ltd

VANCOUVER WA · SEC CIK 0002041427

2026Q22026Q1 更早 9 个季度 🔒
$1.84亿2026Q2 申报市值
68持仓数
76.3%前十大占比 · 第一大 25.9%
8 / 8新建仓 / 清仓
申报市值走势$1.84亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

USD 25.9%
AAPL 16.1%
QLD 13.5%
QQQ 5.4%
SPY 4.0%
XSD 3.0%
GOOGL 2.9%
TSLA 2.1%
NVDA 1.9%
BRK/B 1.7%

2026Q2 买入最多 按季末市值估算

USD 加仓+$115.05万
QLD 加仓+$92.65万
MU 新建仓+$53.56万
RKLB 加仓+$36.07万
AMD 新建仓+$29.92万

2026Q2 卖出最多 按季末市值估算

PROSHARES ULTRA 清仓-$103.72万
SCHWAB PRIME ADV 清仓-$82.38万
AAPL 减仓-$74.68万
SCHWAB US TREASU 清仓-$73.97万
VANGUARD WINDSOR 清仓-$49.18万

2026Q2 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
— PROSHARES ULTRA ENERGY $00.00%0 -15,536-100.0% -$103.72万 清仓
— SCHWAB PRIME ADVANTAGE MONEY INVESTOR $00.00%0 -823,787-100.0% -$82.38万 清仓
— SCHWAB US TREASURY MONEY INVESTOR $00.00%0 -739,744-100.0% -$73.97万 清仓
— VANGUARD WINDSOR INVESTOR SHARES $00.00%0 -22,748-100.0% -$49.18万 清仓
— DWS CORE EQUITY S $00.00%0 -13,850-100.0% -$47.42万 清仓
— SCHWAB S&P 500 INDEX $00.00%0 -24,165-100.0% -$40.52万 清仓
— EXXON MOBIL CORP $00.00%0 -1,710-100.0% -$29.01万 清仓
EOG EOG RES INC $00.00%0 -1,490-100.0% -$21.54万 清仓
VUG VANGUARD INDEX FDS $20.56万0.11%2,387 2,387— $20.56万 新建仓
PDP INVESCO EXCHANGE TRADED FD T $21.58万0.12%1,422 1,422— $21.58万 新建仓
IGPT INVESCO EXCHANGE TRADED FD T $22.83万0.12%2,193 2,193— $22.83万 新建仓
XOM EXXON MOBIL CORP $23.38万0.13%1,710 1,710— $23.38万 新建仓
SYK STRYKER CORPORATION $25.66万0.14%815 00.0% — 不变
IYJ ISHARES TR $28.46万0.15%1,708 -300-14.9% -$5.00万 减仓
ORCL ORACLE CORP $29.00万0.16%1,979 1,979— $29.00万 新建仓
HIG HARTFORD INSURANCE GROUP INC $29.15万0.16%2,200 00.0% — 不变
ASTS AST SPACEMOBILE INC $29.19万0.16%3,285 3,285— $29.19万 新建仓
AMD ADVANCED MICRO DEVICES INC $29.92万0.16%515 515— $29.92万 新建仓
SSO PROSHARES TR $31.50万0.17%4,675 -3-0.1% -$202 减仓
AVGO BROADCOM INC $31.62万0.17%837 303.7% $1.13万 加仓
JPM JPMORGAN CHASE & CO $32.50万0.18%993 00.0% — 不变
CVX CHEVRON CORPORATION $33.78万0.18%2,038 00.0% — 不变
RPV INVESCO EXCHANGE TRADED FD T $34.50万0.19%3,031 -62-2.0% -$7,057 减仓
MGM MGM RESORTS INTERNATIONAL $35.12万0.19%7,345 -590-7.4% -$2.82万 减仓
SMH VANECK ETF TRUST $35.75万0.19%545 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $36.42万0.20%1,102 -15-1.3% -$4,957 减仓
FV FIRST TR EXCHANGE TRADED FD $36.43万0.20%4,801 00.0% — 不变
RFV INVESCO EXCHANGE TRADED FD T $37.76万0.20%2,642 -223-7.8% -$3.19万 减仓
IBB ISHARES TR $38.10万0.21%2,003 -334-14.3% -$6.35万 减仓
BA BOEING CO $38.47万0.21%1,777 -127-6.7% -$2.75万 减仓
CRWD CROWDSTRIKE HLDGS INC $39.76万0.22%521 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $41.79万0.23%800 -68-7.8% -$3.55万 减仓
CSCO CISCO SYS INC $42.63万0.23%3,629 00.0% — 不变
AGG ISHARES TR $45.09万0.24%4,555 -173-3.7% -$1.71万 减仓
XSW SPDR SERIES TRUST $46.69万0.25%2,717 -879-24.4% -$15.10万 减仓
MRK MERCK & CO INC $50.17万0.27%3,904 -63-1.6% -$8,096 减仓
COST COSTCO WHOLESALE CORPORATION $50.23万0.27%537 00.0% — 不变
MU MICRON TECHNOLOGY INC $53.56万0.29%464 464— $53.56万 新建仓
FXL FIRST TR EXCHANGE-TRADED FD $54.50万0.30%2,509 -211-7.8% -$4.58万 减仓
— INVESCO EXCHANGE TRADED FD T $55.50万0.30%8,601 -1,308-13.2% -$8.44万 减仓
BX BLACKSTONE INC $56.33万0.31%4,787 00.0% — 不变
BOOT BOOT BARN HLDGS INC $56.43万0.31%3,435 -96-2.7% -$1.58万 减仓
IJR ISHARES TR $58.82万0.32%3,966 -400-9.2% -$5.93万 减仓
SOXX ISHARES TR $61.45万0.33%959 00.0% — 不变
INTC INTEL CORP $64.97万0.35%4,653 00.0% — 不变
PANW PALO ALTO NETWORKS INC $67.22万0.36%1,971 -6-0.3% -$2,046 减仓
PLTR PALANTIR TECHNOLOGIES INC $69.48万0.38%5,955 1723.0% $2.01万 加仓
SCHD SCHWAB STRATEGIC TR $71.53万0.39%22,557 -247-1.1% -$7,832 减仓
DE DEERE & CO $71.93万0.39%1,134 00.0% — 不变
TQQQ PROSHARES TR $72.06万0.39%8,896 7899.7% $6.39万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $75.14万0.41%3,031 -67-2.2% -$1.66万 减仓
RSP INVESCO EXCHANGE TRADED FD T $78.47万0.43%3,688 -240-6.1% -$5.11万 减仓
DVY ISHARES TR $96.80万0.52%6,193 -64-1.0% -$1.00万 减仓
CAT CATERPILLAR INC $119.48万0.65%1,122 -22-1.9% -$2.34万 减仓
GOOG ALPHABET INC $119.60万0.65%3,385 -24-0.7% -$8,480 减仓
IHI ISHARES TR $121.06万0.66%24,502 -2,822-10.3% -$13.94万 减仓
XLK SELECT SECTOR SPDR TR $124.23万0.67%6,521 -70-1.1% -$1.33万 减仓
MA MASTERCARD INCORPORATED $146.44万0.79%2,851 00.0% — 不变
RKLB ROCKET LAB CORP $148.86万0.81%14,644 3,54832.0% $36.07万 加仓
AMZN AMAZON COM INC $150.39万0.82%6,310 1873.1% $4.46万 加仓
MSFT MICROSOFT CORP $150.77万0.82%4,042 481.2% $1.79万 加仓
TMFC RBB FD INC $181.17万0.98%23,788 -234-1.0% -$1.78万 减仓
— PROSHARES TR $225.04万1.22%14,500 00.0% — 不变
IJH ISHARES TR $230.82万1.25%29,934 -1,068-3.4% -$8.24万 减仓
IYW ISHARES TR $281.06万1.52%11,143 -52-0.5% -$1.31万 减仓
LRCX LAM RESEARCH CORP $303.37万1.64%7,001 1131.6% $4.90万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $310.84万1.69%6,212 -240-3.7% -$12.01万 减仓
NVDA NVIDIA CORPORATION $346.12万1.88%17,298 9175.6% $18.35万 加仓
TSLA TESLA INC $383.63万2.08%9,121 4865.6% $20.44万 加仓
GOOGL ALPHABET INC $526.98万2.86%14,746 -146-1.0% -$5.22万 减仓
XSD SPDR SERIES TRUST $549.05万2.98%8,803 -283-3.1% -$17.65万 减仓
SPY STATE STR SPDR S&P 500 ETF T $729.75万3.96%9,772 -387-3.8% -$28.90万 减仓
QQQ INVESCO QQQ TR $988.28万5.36%13,420 -458-3.3% -$33.73万 减仓
QLD PROSHARES TR $2,491.70万13.51%257,513 9,5753.9% $92.65万 加仓
AAPL APPLE INC $2,975.79万16.13%102,840 -2,581-2.4% -$74.68万 减仓
USD PROSHARES TR $4,778.38万25.91%458,314 11,0352.5% $115.05万 加仓