Lord & Richards Wealth Management, LLC
HIGHLANDS RANCH CO · SEC CIK 0002045252
$1.14亿2026Q1 申报市值
50持仓数
61.0%前十大占比 · 第一大 13.5%
2 / 3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
SPYM 加仓+$62.40万
BRK/B 新建仓+$59.47万
MSFT 加仓+$58.23万
AMD 新建仓+$46.26万
APH 加仓+$43.69万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$59.92万
LOW 清仓-$54.20万
LIN 清仓-$51.56万
CPRT 减仓-$41.73万
GOOGL 减仓-$20.47万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1,543.11万 | 13.54% | 201,608 | 8,153 | 4.2% | $62.40万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1,089.01万 | 9.55% | 259,536 | 2,497 | 1.0% | $10.48万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $1,011.60万 | 8.87% | 239,716 | 750 | 0.3% | $3.17万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $784.19万 | 6.88% | 286,935 | 3,049 | 1.1% | $8.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $768.33万 | 6.74% | 119,901 | 2,670 | 2.3% | $17.11万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $518.26万 | 4.55% | 104,954 | -505 | -0.5% | -$2.49万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $354.15万 | 3.11% | 71,648 | 433 | 0.6% | $2.14万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $324.81万 | 2.85% | 16,924 | 644 | 4.0% | $12.36万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $287.17万 | 2.52% | 107,918 | -104 | -0.1% | -$2,767 | 减仓 |
| UPSD | ETF SER SOLUTIONS | $276.90万 | 2.43% | 108,587 | 4,645 | 4.5% | $11.84万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $267.03万 | 2.34% | 120,556 | 1,443 | 1.2% | $3.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $250.10万 | 2.19% | 14,340 | -222 | -1.5% | -$3.87万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $228.34万 | 2.00% | 46,436 | -514 | -1.1% | -$2.53万 | 减仓 |
| OSCV | ETF SER SOLUTIONS | $211.75万 | 1.86% | 53,688 | 1,781 | 3.4% | $7.02万 | 加仓 |
| VB | VANGUARD INDEX FDS | $203.76万 | 1.79% | 7,780 | 245 | 3.3% | $6.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $202.84万 | 1.78% | 5,479 | 1,573 | 40.3% | $58.23万 | 加仓 |
| FRDM | EA SERIES TRUST | $190.00万 | 1.67% | 34,767 | -25 | -0.1% | -$1,366 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $168.97万 | 1.48% | 68,491 | 2,284 | 3.4% | $5.63万 | 加仓 |
| PWR | QUANTA SVCS INC | $168.21万 | 1.48% | 3,063 | -134 | -4.2% | -$7.36万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $166.27万 | 1.46% | 30,762 | 744 | 2.5% | $4.02万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $162.57万 | 1.43% | 45,083 | 1,884 | 4.4% | $6.79万 | 加仓 |
| GOOGL | ALPHABET INC | $123.57万 | 1.08% | 4,298 | -712 | -14.2% | -$20.47万 | 减仓 |
| V | VISA INC | $123.15万 | 1.08% | 4,074 | -24 | -0.6% | -$7,255 | 减仓 |
| AMZN | AMAZON COM INC | $120.25万 | 1.05% | 5,774 | -43 | -0.7% | -$8,956 | 减仓 |
| APH | AMPHENOL CORP | $119.81万 | 1.05% | 9,482 | 3,458 | 57.4% | $43.69万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $118.48万 | 1.04% | 21,404 | 35 | 0.2% | $1,937 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $116.10万 | 1.02% | 84,373 | -6,742 | -7.4% | -$9.28万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $113.03万 | 0.99% | 4,756 | 222 | 4.9% | $5.28万 | 加仓 |
| WMT | WALMART INC | $108.84万 | 0.95% | 8,757 | -350 | -3.8% | -$4.35万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $104.86万 | 0.92% | 5,303 | -224 | -4.1% | -$4.43万 | 减仓 |
| NOW | SERVICENOW INC | $88.77万 | 0.78% | 8,491 | 655 | 8.4% | $6.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $85.21万 | 0.75% | 2,897 | -55 | -1.9% | -$1.62万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $78.15万 | 0.69% | 4,527 | -94 | -2.0% | -$1.62万 | 减仓 |
| PGR | PROGRESSIVE CORP | $74.58万 | 0.65% | 3,762 | -56 | -1.5% | -$1.11万 | 减仓 |
| AAPL | APPLE INC | $68.09万 | 0.60% | 2,683 | 4 | 0.1% | $1,015 | 加仓 |
| CPRT | COPART INC | $67.79万 | 0.59% | 20,420 | -12,570 | -38.1% | -$41.73万 | 减仓 |
| CHE | CHEMED CORP NEW | $67.15万 | 0.59% | 1,777 | -41 | -2.3% | -$1.55万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $61.72万 | 0.54% | 3,798 | 45 | 1.2% | $7,312 | 加仓 |
| LLY | ELI LILLY & CO | $59.76万 | 0.52% | 650 | -49 | -7.0% | -$4.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.47万 | 0.52% | 1,241 | 1,241 | — | $59.47万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $55.80万 | 0.49% | 1,285 | 25 | 2.0% | $1.09万 | 加仓 |
| TSLA | TESLA INC | $52.34万 | 0.46% | 1,408 | -44 | -3.0% | -$1.64万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $48.54万 | 0.43% | 1,053 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $48.07万 | 0.42% | 4,999 | 490 | 10.9% | $4.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $46.26万 | 0.41% | 2,274 | 2,274 | — | $46.26万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $45.95万 | 0.40% | 1,177 | 28 | 2.4% | $1.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $44.71万 | 0.39% | 6,216 | 196 | 3.3% | $1.41万 | 加仓 |
| META | META PLATFORMS INC | $44.63万 | 0.39% | 779 | 36 | 4.8% | $2.06万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $42.71万 | 0.37% | 2,154 | -40 | -1.8% | -$7,932 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.60万 | 0.29% | 556 | -1 | -0.2% | -$604 | 减仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,980 | -100.0% | -$59.92万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -2,247 | -100.0% | -$54.20万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -1,209 | -100.0% | -$51.56万 | 清仓 |