RD Lewis Holdings, Inc.
MAITLAND FL · SEC CIK 0002046179
$1.15亿2026Q1 申报市值
86持仓数
34.3%前十大占比 · 第一大 4.5%
1 / 4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
TEX 新建仓+$41.71万
RCL 加仓+$6.32万
COST 加仓+$4.44万
AMZN 加仓+$1.89万
XPO 加仓+$1.06万
2026Q1 卖出最多 按季末市值估算
REV GROUP INC 清仓-$42.49万
CAT 减仓-$26.92万
STZ 清仓-$23.47万
LMT 清仓-$20.92万
MDLZ 清仓-$20.20万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $517.68万 | 4.48% | 40,090 | -934 | -2.3% | -$12.06万 | 减仓 |
| AMZN | AMAZON COM INC | $478.96万 | 4.15% | 20,499 | 81 | 0.4% | $1.89万 | 加仓 |
| AAPL | APPLE INC | $440.45万 | 3.81% | 16,908 | -200 | -1.2% | -$5.21万 | 减仓 |
| E | ENI SPA | $411.65万 | 3.57% | 73,932 | -1,050 | -1.4% | -$5.85万 | 减仓 |
| GOOG | ALPHABET INC | $398.40万 | 3.45% | 12,593 | -183 | -1.4% | -$5.79万 | 减仓 |
| CAT | CATERPILLAR INC | $389.56万 | 3.37% | 4,950 | -342 | -6.5% | -$26.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $347.85万 | 3.01% | 18,914 | -506 | -2.6% | -$9.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $336.65万 | 2.92% | 3,262 | 43 | 1.3% | $4.44万 | 加仓 |
| MCD | MCDONALDS CORP | $331.93万 | 2.87% | 10,723 | -95 | -0.9% | -$2.94万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $310.23万 | 2.69% | 7,360 | -448 | -5.7% | -$18.88万 | 减仓 |
| V | VISA INC | $299.33万 | 2.59% | 9,710 | -90 | -0.9% | -$2.77万 | 减仓 |
| EOG | EOG RES INC | $294.21万 | 2.55% | 21,541 | -140 | -0.6% | -$1.91万 | 减仓 |
| LLY | ELI LILLY & CO | $279.01万 | 2.42% | 2,921 | -30 | -1.0% | -$2.87万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $277.69万 | 2.41% | 20,247 | -255 | -1.2% | -$3.50万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $269.09万 | 2.33% | 41,038 | -385 | -0.9% | -$2.52万 | 减仓 |
| NFLX | NETFLIX INC. | $265.64万 | 2.30% | 26,030 | -350 | -1.3% | -$3.57万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $257.17万 | 2.23% | 13,374 | -465 | -3.4% | -$8.94万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $251.98万 | 2.18% | 55,137 | -414 | -0.7% | -$1.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $247.79万 | 2.15% | 6,642 | -83 | -1.2% | -$3.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.60万 | 2.01% | 4,794 | 18 | 0.4% | $8,734 | 加仓 |
| CVX | CHEVRON CORPORATION | $215.96万 | 1.87% | 11,345 | -25 | -0.2% | -$4,759 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $214.91万 | 1.86% | 18,691 | -96 | -0.5% | -$1.10万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $214.03万 | 1.85% | 6,092 | -157 | -2.5% | -$5.52万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $213.17万 | 1.85% | 3,408 | -3 | -0.1% | -$1,876 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $205.31万 | 1.78% | 42,970 | -838 | -1.9% | -$4.00万 | 减仓 |
| LIN | LINDE PLC | $191.91万 | 1.66% | 3,813 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $164.57万 | 1.43% | 2,663 | -122 | -4.4% | -$7.54万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $160.99万 | 1.39% | 3,197 | -95 | -2.9% | -$4.78万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $157.35万 | 1.36% | 11,303 | -1,186 | -9.5% | -$16.51万 | 减仓 |
| DIS | DISNEY WALT CO | $155.09万 | 1.34% | 15,542 | -39 | -0.3% | -$3,892 | 减仓 |
| VMC | VULCAN MATLS CO | $135.81万 | 1.18% | 4,635 | -125 | -2.6% | -$3.66万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $130.64万 | 1.13% | 12,718 | -234 | -1.8% | -$2.40万 | 减仓 |
| FAST | FASTENAL CO | $129.64万 | 1.12% | 26,404 | -225 | -0.8% | -$1.10万 | 减仓 |
| NVS | NOVARTIS AG | $122.75万 | 1.06% | 7,916 | -75 | -0.9% | -$1.16万 | 减仓 |
| AMAT | APPLIED MATLS INC | $112.42万 | 0.97% | 2,826 | -235 | -7.7% | -$9.35万 | 减仓 |
| ASML | ASML HLDG NV | $111.55万 | 0.97% | 770 | -7 | -0.9% | -$1.01万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $106.25万 | 0.92% | 11,255 | -1,000 | -8.2% | -$9.44万 | 减仓 |
| XYL | XYLEM INC | $104.70万 | 0.91% | 8,091 | -262 | -3.1% | -$3.39万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $103.41万 | 0.90% | 3,526 | -430 | -10.9% | -$12.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $94.18万 | 0.82% | 3,903 | -45 | -1.1% | -$1.09万 | 减仓 |
| HD | HOME DEPOT INC | $90.70万 | 0.79% | 2,671 | -80 | -2.9% | -$2.72万 | 减仓 |
| YUM | YUM BRANDS INC | $86.12万 | 0.75% | 5,356 | -10 | -0.2% | -$1,608 | 减仓 |
| MCK | MCKESSON CORP | $72.15万 | 0.62% | 826 | -11 | -1.3% | -$9,608 | 减仓 |
| GOOGL | ALPHABET INC | $71.82万 | 0.62% | 2,255 | -223 | -9.0% | -$7.10万 | 减仓 |
| WFC | WELLS FARGO & CO | $71.01万 | 0.62% | 8,255 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $59.41万 | 0.51% | 11,272 | -17 | -0.2% | -$896 | 减仓 |
| PG | PROCTER & GAMBLE CO | $58.39万 | 0.51% | 3,981 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $58.34万 | 0.51% | 2,503 | -200 | -7.4% | -$4.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $57.62万 | 0.50% | 2,435 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $56.36万 | 0.49% | 14,686 | -300 | -2.0% | -$1.15万 | 减仓 |
| VLO | VALERO ENERGY CORP | $53.32万 | 0.46% | 2,268 | -87 | -3.7% | -$2.05万 | 减仓 |
| PFE | PFIZER INC | $51.15万 | 0.44% | 18,792 | -2,145 | -10.2% | -$5.84万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $45.46万 | 0.39% | 2,298 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $44.72万 | 0.39% | 8,932 | -1,785 | -16.7% | -$8.94万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $44.09万 | 0.38% | 1,598 | 229 | 16.7% | $6.32万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $43.95万 | 0.38% | 6,171 | -325 | -5.0% | -$2.31万 | 减仓 |
| XPO | XPO INC | $43.91万 | 0.38% | 2,074 | 50 | 2.5% | $1.06万 | 加仓 |
| ING | ING GROEP N.V. | $43.84万 | 0.38% | 15,309 | 133 | 0.9% | $3,809 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $43.71万 | 0.38% | 1,302 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $42.40万 | 0.37% | 3,541 | -135 | -3.7% | -$1.62万 | 减仓 |
| TEX | TEREX CORP NEW | $41.71万 | 0.36% | 6,477 | 6,477 | — | $41.71万 | 新建仓 |
| MRK | MERCK & CO INC | $40.07万 | 0.35% | 3,266 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $37.91万 | 0.33% | 14,126 | -450 | -3.1% | -$1.21万 | 减仓 |
| DAL | DELTA AIR LINES INC | $32.45万 | 0.28% | 4,784 | 85 | 1.8% | $5,766 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $32.40万 | 0.28% | 1,650 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $32.05万 | 0.28% | 5,482 | 81 | 1.5% | $4,735 | 加仓 |
| NOW | SERVICENOW INC | $30.54万 | 0.26% | 3,400 | -725 | -17.6% | -$6.51万 | 减仓 |
| SBUX | STARBUCKS CORP | $29.69万 | 0.26% | 3,063 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $28.49万 | 0.25% | 2,963 | -250 | -7.8% | -$2.40万 | 减仓 |
| META | META PLATFORMS INC | $28.21万 | 0.24% | 449 | 8 | 1.8% | $5,027 | 加仓 |
| CRM | SALESFORCE INC | $27.10万 | 0.23% | 1,586 | -100 | -5.9% | -$1.71万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $26.76万 | 0.23% | 1,374 | 25 | 1.9% | $4,868 | 加仓 |
| AA | ALCOA CORP | $26.40万 | 0.23% | 3,603 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $26.35万 | 0.23% | 699 | 4 | 0.6% | $1,508 | 加仓 |
| BALL | BALL CORP | $25.39万 | 0.22% | 4,039 | -135 | -3.2% | -$8,487 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $24.75万 | 0.21% | 4,229 | -400 | -8.6% | -$2.34万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.44万 | 0.21% | 1,095 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $24.38万 | 0.21% | 719 | -10 | -1.4% | -$3,391 | 减仓 |
| EXC | EXELON CORP | $24.16万 | 0.21% | 4,887 | 15 | 0.3% | $742 | 加仓 |
| CSX | CSX CORP | $24.12万 | 0.21% | 5,677 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.85万 | 0.21% | 1,481 | -2 | -0.1% | -$322 | 减仓 |
| KO | COCA COLA CO | $23.38万 | 0.20% | 2,991 | 20 | 0.7% | $1,564 | 加仓 |
| EXP | EAGLE MATLS INC | $23.20万 | 0.20% | 1,176 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $23.16万 | 0.20% | 1,630 | -41 | -2.5% | -$5,826 | 减仓 |
| ALCO | ALICO INC | $22.88万 | 0.20% | 5,160 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $21.40万 | 0.19% | 6,250 | 0 | 0.0% | — | 不变 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -6,650 | -100.0% | -$42.49万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -1,461 | -100.0% | -$23.47万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -333 | -100.0% | -$20.92万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,396 | -100.0% | -$20.20万 | 清仓 |