Lee Financial Co 13F 持仓 · 2026年Q2
Lee Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 162 只证券，申报市值合计 7.83 亿美元。前几大持仓：IVV（25.71%）、IJH（13.16%）、FNDX（8.65%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $201.4M | 25.71% | 268,900 | 减持 |
| 2 | IJH | ISHARES TR | $103.0M | 13.16% | 1.3M | 减持 |
| 3 | FNDX | SCHWAB STRATEGIC TR | $67.7M | 8.65% | 2.2M | 减持 |
| 4 | IVW | ISHARES TR | $48.8M | 6.23% | 354,953 | 增持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $32.8M | 4.19% | 65,559 | 减持 |
| 6 | EMLP | FIRST TR EXCHANGE-TRADED FD | $30.2M | 3.85% | 693,567 | 增持 |
| 7 | GLD | SPDR GOLD TR | $27.4M | 3.50% | 74,438 | 减持 |
| 8 | QQQ | INVESCO QQQ TR | $21.2M | 2.71% | 28,746 | 减持 |
| 9 | AAPL | APPLE INC | $18.7M | 2.39% | 64,574 | 减持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $11.7M | 1.49% | 317,055 | 减持 |
| 11 | SHV | ISHARES TR | $11.7M | 1.49% | 106,073 | 减持 |
| 12 | FNDF | SCHWAB STRATEGIC TR | $11.2M | 1.43% | 212,081 | 增持 |
| 13 | SCHX | SCHWAB STRATEGIC TR | $10.0M | 1.28% | 340,795 | 减持 |
| 14 | DVY | ISHARES TR | $7.4M | 0.95% | 47,600 | 减持 |
| 15 | IJR | ISHARES TR | $7.1M | 0.91% | 47,787 | 减持 |
| 16 | ACWI | ISHARES TR | $6.5M | 0.83% | 41,299 | 增持 |
| 17 | IWP | ISHARES TR | $5.5M | 0.71% | 37,755 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $5.2M | 0.67% | 13,998 | 增持 |
| 19 | SCHA | SCHWAB STRATEGIC TR | $4.3M | 0.55% | 119,612 | 增持 |
| 20 | XLE | SELECT SECTOR SPDR TR | $4.2M | 0.54% | 78,982 | 减持 |
| 21 | AVGO | BROADCOM INC | $3.9M | 0.50% | 10,286 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $3.8M | 0.49% | 19,153 | 减持 |
| 23 | VTI | VANGUARD INDEX FDS | $3.7M | 0.48% | 10,064 | 减持 |
| 24 | SCHE | SCHWAB STRATEGIC TR | $3.5M | 0.44% | 95,863 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $3.3M | 0.42% | 9,947 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR