Lord & Richards Wealth Management, LLC
HIGHLANDS RANCH CO · SEC CIK 0002045252
$1.28亿2026Q2 申报市值
49持仓数
61.5%前十大占比 · 第一大 14.4%
1 / 2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
AVGO 新建仓+$129.84万
SPYM 加仓+$72.25万
BKAG 加仓+$65.62万
ACIO 加仓+$39.09万
VEA 加仓+$35.03万
2026Q2 卖出最多 按季末市值估算
BR 清仓-$61.72万
PWR 减仓-$58.55万
ACN 清仓-$42.71万
FANG 减仓-$23.94万
NVDA 减仓-$20.67万
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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -3,798 | -100.0% | -$61.72万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,154 | -100.0% | -$42.71万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $28.33万 | 0.22% | 556 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $33.87万 | 0.27% | 4,743 | -256 | -5.1% | -$1.83万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $39.61万 | 0.31% | 996 | -57 | -5.4% | -$2.27万 | 减仓 |
| META | META PLATFORMS INC | $41.60万 | 0.33% | 739 | -40 | -5.1% | -$2.25万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $42.42万 | 0.33% | 5,879 | -337 | -5.4% | -$2.43万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $50.63万 | 0.40% | 1,219 | -66 | -5.1% | -$2.74万 | 减仓 |
| TSLA | TESLA INC | $55.48万 | 0.43% | 1,319 | -89 | -6.3% | -$3.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.40万 | 0.46% | 1,167 | -74 | -6.0% | -$3.70万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $68.39万 | 0.54% | 4,182 | -345 | -7.6% | -$5.64万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $69.27万 | 0.54% | 3,941 | -1,362 | -25.7% | -$23.94万 | 减仓 |
| LLY | ELI LILLY & CO | $70.80万 | 0.55% | 590 | -60 | -9.2% | -$7.20万 | 减仓 |
| CPRT | COPART INC | $72.76万 | 0.57% | 25,812 | 5,392 | 26.4% | $15.20万 | 加仓 |
| AAPL | APPLE INC | $77.89万 | 0.61% | 2,692 | 9 | 0.3% | $2,604 | 加仓 |
| CHE | CHEMED CORP NEW | $83.50万 | 0.65% | 1,793 | 16 | 0.9% | $7,451 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $83.64万 | 0.65% | 1,096 | -81 | -6.9% | -$6.18万 | 减仓 |
| PGR | PROGRESSIVE CORP | $84.99万 | 0.67% | 3,891 | 129 | 3.4% | $2.82万 | 加仓 |
| WMT | WALMART INC | $85.84万 | 0.67% | 7,579 | -1,178 | -13.5% | -$13.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $88.92万 | 0.70% | 2,715 | -182 | -6.3% | -$5.96万 | 减仓 |
| NOW | SERVICENOW INC | $110.24万 | 0.86% | 11,104 | 2,613 | 30.8% | $25.94万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $121.00万 | 0.95% | 2,083 | -191 | -8.4% | -$11.10万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $123.89万 | 0.97% | 90,368 | 5,995 | 7.1% | $8.22万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $125.74万 | 0.98% | 22,787 | 1,383 | 6.5% | $7.63万 | 加仓 |
| AVGO | BROADCOM INC | $129.84万 | 1.02% | 3,437 | 3,437 | — | $129.84万 | 新建仓 |
| AMZN | AMAZON COM INC | $132.71万 | 1.04% | 5,568 | -206 | -3.6% | -$4.91万 | 减仓 |
| GOOGL | ALPHABET INC | $135.15万 | 1.06% | 3,782 | -516 | -12.0% | -$18.44万 | 减仓 |
| V | VISA INC | $135.98万 | 1.06% | 3,963 | -111 | -2.7% | -$3.81万 | 减仓 |
| APH | AMPHENOL CORP | $149.15万 | 1.17% | 8,459 | -1,023 | -10.8% | -$18.04万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $149.28万 | 1.17% | 4,927 | 171 | 3.6% | $5.18万 | 加仓 |
| PWR | QUANTA SVCS INC | $162.03万 | 1.27% | 2,250 | -813 | -26.5% | -$58.55万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $191.34万 | 1.50% | 32,055 | 1,293 | 4.2% | $7.72万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $195.60万 | 1.53% | 46,969 | 1,886 | 4.2% | $7.85万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $196.95万 | 1.54% | 71,657 | 3,166 | 4.6% | $8.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $209.41万 | 1.64% | 5,613 | 134 | 2.4% | $5.00万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $225.92万 | 1.77% | 45,298 | -1,138 | -2.5% | -$5.68万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $238.00万 | 1.86% | 56,412 | 2,724 | 5.1% | $11.49万 | 加仓 |
| VB | VANGUARD INDEX FDS | $245.46万 | 1.92% | 8,098 | 318 | 4.1% | $9.64万 | 加仓 |
| FRDM | EA SERIES TRUST | $255.72万 | 2.00% | 35,078 | 311 | 0.9% | $2.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $266.27万 | 2.08% | 13,307 | -1,033 | -7.2% | -$20.67万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $280.99万 | 2.20% | 127,839 | 7,283 | 6.0% | $16.01万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $302.66万 | 2.37% | 114,213 | 6,295 | 5.8% | $16.68万 | 加仓 |
| UPSD | ETF SER SOLUTIONS | $322.50万 | 2.52% | 114,363 | 5,776 | 5.3% | $16.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $378.18万 | 2.96% | 17,775 | 851 | 5.0% | $18.11万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $411.78万 | 3.22% | 74,000 | 2,352 | 3.3% | $13.09万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $545.74万 | 4.27% | 111,171 | 6,217 | 5.9% | $30.52万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $858.16万 | 6.72% | 298,491 | 11,556 | 4.0% | $33.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $889.32万 | 6.96% | 124,817 | 4,916 | 4.1% | $35.03万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $1,071.23万 | 8.38% | 255,358 | 15,642 | 6.5% | $65.62万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,236.59万 | 9.68% | 268,008 | 8,472 | 3.3% | $39.09万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,843.98万 | 14.43% | 209,830 | 8,222 | 4.1% | $72.25万 | 加仓 |