RD Lewis Holdings, Inc.
MAITLAND FL · SEC CIK 0002046179
$1.35亿2026Q2 申报市值
88持仓数
34.3%前十大占比 · 第一大 4.3%
4 / 3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
GIS 新建仓+$62.24万
JNJ 加仓+$51.00万
JPM 新建仓+$42.66万
PG 加仓+$42.61万
NFLX 加仓+$35.32万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$89.43万
BAC 清仓-$59.41万
AA 清仓-$26.40万
CMG 清仓-$21.40万
NOW 减仓-$11.29万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $587.29万 | 4.34% | 21,419 | 920 | 4.5% | $25.23万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $541.04万 | 4.00% | 6,316 | -1,044 | -14.2% | -$89.43万 | 减仓 |
| AAPL | APPLE INC | $530.30万 | 3.92% | 17,297 | 389 | 2.3% | $11.93万 | 加仓 |
| WMT | WALMART INC | $464.46万 | 3.44% | 41,201 | 1,111 | 2.8% | $12.52万 | 加仓 |
| GOOG | ALPHABET INC | $464.34万 | 3.43% | 13,249 | 656 | 5.2% | $22.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $430.56万 | 3.18% | 19,646 | 732 | 3.9% | $16.04万 | 加仓 |
| E | ENI SPA | $420.44万 | 3.11% | 75,797 | 1,865 | 2.5% | $10.34万 | 加仓 |
| CAT | CATERPILLAR INC | $419.07万 | 3.10% | 4,896 | -54 | -1.1% | -$4.62万 | 减仓 |
| LLY | ELI LILLY & CO | $389.45万 | 2.88% | 3,206 | 285 | 9.8% | $34.62万 | 加仓 |
| V | VISA INC | $386.99万 | 2.86% | 10,627 | 917 | 9.4% | $33.39万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $371.88万 | 2.75% | 5,958 | -134 | -2.2% | -$8.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $355.28万 | 2.63% | 7,082 | 440 | 6.6% | $22.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $337.01万 | 2.49% | 3,564 | 302 | 9.3% | $28.56万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $327.65万 | 2.42% | 44,824 | 3,786 | 9.2% | $27.67万 | 加仓 |
| MCD | MCDONALDS CORP | $318.18万 | 2.35% | 11,669 | 946 | 8.8% | $25.80万 | 加仓 |
| EOG | EOG RES INC | $315.92万 | 2.34% | 22,300 | 759 | 3.5% | $10.75万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $282.18万 | 2.09% | 59,589 | 4,452 | 8.1% | $21.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $276.00万 | 2.04% | 5,266 | 472 | 9.8% | $24.74万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $263.20万 | 1.95% | 21,437 | 1,190 | 5.9% | $14.61万 | 加仓 |
| CVX | CHEVRON CORPORATION | $257.11万 | 1.90% | 13,140 | 1,795 | 15.8% | $35.12万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $240.55万 | 1.78% | 14,314 | 940 | 7.0% | $15.80万 | 加仓 |
| NFLX | NETFLIX INC. | $233.75万 | 1.73% | 30,664 | 4,634 | 17.8% | $35.32万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $228.76万 | 1.69% | 21,498 | 2,807 | 15.0% | $29.87万 | 加仓 |
| LIN | LINDE PLC | $219.07万 | 1.62% | 4,441 | 628 | 16.5% | $30.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $208.64万 | 1.54% | 44,307 | 1,337 | 3.1% | $6.30万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $203.09万 | 1.50% | 3,662 | 254 | 7.5% | $14.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $183.31万 | 1.36% | 3,235 | 38 | 1.2% | $2.15万 | 加仓 |
| DIS | DISNEY WALT CO | $181.61万 | 1.34% | 17,536 | 1,994 | 12.8% | $20.65万 | 加仓 |
| DE | DEERE & CO | $169.93万 | 1.26% | 2,741 | 78 | 2.9% | $4.84万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $158.32万 | 1.17% | 14,410 | 1,692 | 13.3% | $18.59万 | 加仓 |
| VMC | VULCAN MATLS CO | $157.98万 | 1.17% | 5,490 | 855 | 18.4% | $24.60万 | 加仓 |
| FAST | FASTENAL CO | $157.64万 | 1.17% | 29,824 | 3,420 | 13.0% | $18.08万 | 加仓 |
| AMAT | APPLIED MATLS INC | $157.12万 | 1.16% | 2,935 | 109 | 3.9% | $5.84万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $154.37万 | 1.14% | 10,539 | -764 | -6.8% | -$11.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $152.29万 | 1.13% | 5,868 | 1,965 | 50.3% | $51.00万 | 加仓 |
| ASML | ASML HLDG NV | $144.84万 | 1.07% | 799 | 29 | 3.8% | $5.26万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $129.43万 | 0.96% | 13,801 | 2,546 | 22.6% | $23.88万 | 加仓 |
| NVS | NOVARTIS AG | $125.37万 | 0.93% | 8,071 | 155 | 2.0% | $2.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $116.47万 | 0.86% | 2,485 | 50 | 2.1% | $2.34万 | 加仓 |
| PSA | PUBLIC STORAGE | $113.74万 | 0.84% | 3,511 | -15 | -0.4% | -$4,859 | 减仓 |
| HD | HOME DEPOT INC | $106.61万 | 0.79% | 2,983 | 312 | 11.7% | $11.15万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $100.05万 | 0.74% | 6,934 | 2,953 | 74.2% | $42.61万 | 加仓 |
| XYL | XYLEM INC | $99.42万 | 0.74% | 8,097 | 6 | 0.1% | $737 | 加仓 |
| WFC | WELLS FARGO & CO | $98.80万 | 0.73% | 11,305 | 3,050 | 36.9% | $26.66万 | 加仓 |
| MCK | MCKESSON CORP | $97.08万 | 0.72% | 1,082 | 256 | 31.0% | $22.97万 | 加仓 |
| VLO | VALERO ENERGY CORP | $85.15万 | 0.63% | 2,673 | 405 | 17.9% | $12.90万 | 加仓 |
| YUM | YUM BRANDS INC | $83.55万 | 0.62% | 5,819 | 463 | 8.6% | $6.65万 | 加仓 |
| GOOGL | ALPHABET INC | $70.58万 | 0.52% | 2,005 | -250 | -11.1% | -$8.80万 | 减仓 |
| ING | ING GROEP N.V. | $64.59万 | 0.48% | 18,281 | 2,972 | 19.4% | $10.50万 | 加仓 |
| — | BANK OF AMER CORP 看涨期权 | $64.00万 | 0.47% | 10,028 | 10,028 | — | $64.00万 | 新建仓 |
| GIS | GENERAL MILLS INC | $62.24万 | 0.46% | 16,606 | 16,606 | — | $62.24万 | 新建仓 |
| XPO | XPO INC | $62.13万 | 0.46% | 3,079 | 1,005 | 48.5% | $20.28万 | 加仓 |
| WM | WASTE MGMT INC DEL | $55.77万 | 0.41% | 2,438 | -65 | -2.6% | -$1.49万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $55.59万 | 0.41% | 9,639 | 707 | 7.9% | $4.08万 | 加仓 |
| DAL | DELTA AIR LINES INC | $54.86万 | 0.41% | 6,098 | 1,314 | 27.5% | $11.82万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $54.55万 | 0.40% | 1,777 | 179 | 11.2% | $5.49万 | 加仓 |
| DG | DOLLAR GEN CORP | $53.53万 | 0.40% | 4,391 | 850 | 24.0% | $10.36万 | 加仓 |
| UGI | UGI CORP NEW | $51.67万 | 0.38% | 15,346 | 660 | 4.5% | $2.22万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $50.43万 | 0.37% | 6,111 | -60 | -1.0% | -$4,952 | 减仓 |
| PFE | PFIZER INC | $49.42万 | 0.37% | 18,387 | -405 | -2.2% | -$1.09万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $46.36万 | 0.34% | 1,943 | -355 | -15.4% | -$8.47万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $45.53万 | 0.34% | 1,248 | -54 | -4.1% | -$1.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $42.66万 | 0.32% | 1,188 | 1,188 | — | $42.66万 | 新建仓 |
| MRK | MERCK & CO INC | $42.50万 | 0.31% | 3,266 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC | $41.79万 | 0.31% | 9,895 | 4,735 | 91.8% | $20.00万 | 加仓 |
| PSX | PHILLIPS 66 | $41.06万 | 0.30% | 1,863 | 382 | 25.8% | $8.42万 | 加仓 |
| TEX | TEREX CORP NEW | $40.62万 | 0.30% | 5,943 | -534 | -8.2% | -$3.65万 | 减仓 |
| UL | UNILEVER PLC | $40.59万 | 0.30% | 6,512 | 1,030 | 18.8% | $6.42万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $39.58万 | 0.29% | 1,796 | 422 | 30.7% | $9.30万 | 加仓 |
| T | AT&T INC | $39.05万 | 0.29% | 16,123 | 1,997 | 14.1% | $4.84万 | 加仓 |
| META | META PLATFORMS INC | $38.68万 | 0.29% | 635 | 186 | 41.4% | $11.33万 | 加仓 |
| EXP | EAGLE MATLS INC | $37.86万 | 0.28% | 1,782 | 606 | 51.5% | $12.87万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $35.95万 | 0.27% | 1,650 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $33.15万 | 0.25% | 1,020 | 321 | 45.9% | $10.43万 | 加仓 |
| NOW | SERVICENOW INC | $32.34万 | 0.24% | 2,520 | -880 | -25.9% | -$11.29万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $29.20万 | 0.22% | 2,850 | -113 | -3.8% | -$1.16万 | 减仓 |
| CRM | SALESFORCE INC | $29.07万 | 0.21% | 1,466 | -120 | -7.6% | -$2.38万 | 减仓 |
| SBUX | STARBUCKS CORP | $28.72万 | 0.21% | 2,708 | -355 | -11.6% | -$3.77万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.33万 | 0.21% | 1,124 | 29 | 2.6% | $7,309 | 加仓 |
| CSX | CSX CORP | $27.10万 | 0.20% | 5,408 | -269 | -4.7% | -$1.35万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $27.03万 | 0.20% | 4,579 | 350 | 8.3% | $2.07万 | 加仓 |
| KO | COCA COLA CO | $25.78万 | 0.19% | 2,981 | -10 | -0.3% | -$865 | 减仓 |
| SYK | STRYKER CORPORATION | $24.99万 | 0.18% | 719 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $23.17万 | 0.17% | 3,667 | -372 | -9.2% | -$2.35万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $22.94万 | 0.17% | 1,705 | 75 | 4.6% | $1.01万 | 加仓 |
| EXC | EXELON CORP | $21.23万 | 0.16% | 4,762 | -125 | -2.6% | -$5,573 | 减仓 |
| SONY | SONY GROUP CORP | $20.27万 | 0.15% | 8,531 | 8,531 | — | $20.27万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $20.03万 | 0.15% | 1,917 | -164 | -7.9% | -$1.71万 | 重新持有 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -11,272 | -100.0% | -$59.41万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,603 | -100.0% | -$26.40万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -6,250 | -100.0% | -$21.40万 | 清仓 |