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Lord & Richards Wealth Management, LLC · 13F 持仓分析
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Lord & Richards Wealth Management, LLC

No.8647 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.28亿
环比变动 Q1 2026
+$1,378.4万+12.1%
持仓股票数
49
新买入
1
加仓
26
减仓
21
清仓
2
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
14.43%13.54%$1,844.0万21.0万股$1,543.1万20.2万股+8,222股+4.08%加仓
BBROOKFIELD WEALTH SO A FCLASS ABNT
9.68%9.55%$1,236.6万26.8万股$1,089.0万26.0万股+8,472股+3.26%加仓
BBNY MELLON CORE BOND ETFBKAG
8.38%8.87%$1,071.2万25.5万股$1,011.6万24.0万股+1.6万股+6.53%加仓
V先锋领航·FTSEVEA
6.96%6.74%$889.3万12.5万股$768.3万12.0万股+4,916股+4.10%加仓
AAPTUS DEFINED RISK ETFDRSK
6.72%6.88%$858.2万29.8万股$784.2万28.7万股+1.2万股+4.03%加仓
DDOUBLELINE MORTGAGE ETFDMBS
4.27%4.55%$545.7万11.1万股$518.3万10.5万股+6,217股+5.92%加仓
AAPTUS DRAWDOWN MANAGED EQUITY ETFADME
3.22%3.11%$411.8万7.4万股$354.2万7.2万股+2,352股+3.28%加仓
I景顺交易所交易基金信托RSP
2.96%2.85%$378.2万1.8万股$324.8万1.7万股+851股+5.03%加仓
EETF系列解决方案UPSD
2.52%2.43%$322.5万11.4万股$276.9万10.9万股+5,776股+5.32%加仓
S嘉信·USSCHP
2.37%2.52%$302.7万11.4万股$287.2万10.8万股+6,295股+5.83%加仓
AAPTUS ENHANCED YIELD ETFJUCY
2.2%2.34%$281.0万12.8万股$267.0万12.1万股+7,283股+6.04%加仓
英伟达NVDA
2.08%2.19%$266.3万1.3万股$250.1万1.4万股-1,033股-7.20%减仓
EEA SERIES TRUSTFRDM
2%1.67%$255.7万3.5万股$190.0万3.5万股+311股+0.89%加仓
V先锋领航指数基金VB
1.92%1.79%$245.5万8,098股$203.8万7,780股+318股+4.09%加仓
EETF系列解决方案OSCV
1.86%1.86%$238.0万5.6万股$211.7万5.4万股+2,724股+5.07%加仓
BBONDBLOXX ETF TRUSTPCMM
1.77%2%$225.9万4.5万股$228.3万4.6万股-1,138股-2.45%减仓
微软MSFT
1.64%1.78%$209.4万5,613股$202.8万5,479股+134股+2.45%加仓
AAPTUS INTERNATIONAL ENHANCED YIELD ETFIDUB
1.54%1.48%$197.0万7.2万股$169.0万6.8万股+3,166股+4.62%加仓
EETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETFDUBS
1.53%1.43%$195.6万4.7万股$162.6万4.5万股+1,886股+4.18%加仓
V先锋领航·FSTEVWO
1.5%1.46%$191.3万3.2万股$166.3万3.1万股+1,293股+4.20%加仓
QUANTA SVCSPWR
1.27%1.48%$162.0万2,250股$168.2万3,063股-813股-26.54%减仓
I景顺·NASDAQ 100 ETFQQQM
1.17%0.99%$149.3万4,927股$113.0万4,756股+171股+3.60%加仓
安费诺APH
1.17%1.05%$149.1万8,459股$119.8万9,482股-1,023股-10.79%减仓
VisaV
1.06%1.08%$136.0万3,963股$123.1万4,074股-111股-2.72%减仓
谷歌AGOOGL
1.06%1.08%$135.1万3,782股$123.6万4,298股-516股-12.01%减仓
亚马逊AMZN
1.04%1.05%$132.7万5,568股$120.3万5,774股-206股-3.57%减仓
博通AVGO
1.02%$129.8万3,437股$00股+3,437股新买入
V先锋领航斯科茨代尔基金VGLT
0.98%1.04%$125.7万2.3万股$118.5万2.1万股+1,383股+6.46%加仓
IINVESCO FINANCIAL PREFERRED ETFPGF
0.97%1.02%$123.9万9.0万股$116.1万8.4万股+5,995股+7.11%加仓
AMD超威AMD
0.95%0.41%$121.0万2,083股$46.3万2,274股-191股-8.40%减仓
ServiceNowNOW
0.86%0.78%$110.2万1.1万股$88.8万8,491股+2,613股+30.77%加仓
摩根大通JPM
0.7%0.75%$88.9万2,715股$85.2万2,897股-182股-6.28%减仓
沃尔玛WMT
0.67%0.95%$85.8万7,579股$108.8万8,757股-1,178股-13.45%减仓
PROGRESSIVEPGR
0.67%0.65%$85.0万3,891股$74.6万3,762股+129股+3.43%加仓
CrowdStrikeCRWD
0.65%0.4%$83.6万1,096股$46.0万1,177股-81股-6.88%减仓
CCHEMED NEWCHE
0.65%0.59%$83.5万1,793股$67.2万1,777股+16股+0.90%加仓
苹果AAPL
0.61%0.6%$77.9万2,692股$68.1万2,683股+9股+0.34%加仓
COPART COMCPRT
0.57%0.59%$72.8万2.6万股$67.8万2.0万股+5,392股+26.41%加仓
礼来LLY
0.55%0.52%$70.8万590股$59.8万650股-60股-9.23%减仓
戴蒙德能源FANG
0.54%0.92%$69.3万3,941股$104.9万5,303股-1,362股-25.68%减仓
AMERICAN TOWER COMAMT
0.54%0.69%$68.4万4,182股$78.1万4,527股-345股-7.62%减仓
伯克希尔哈撒韦BRK.B
0.46%0.52%$58.4万1,167股$59.5万1,241股-74股-5.96%减仓
特斯拉TSLA
0.43%0.46%$55.5万1,319股$52.3万1,408股-89股-6.32%减仓
摩托罗拉解决方案MSI
0.4%0.49%$50.6万1,219股$55.8万1,285股-66股-5.14%减仓
优步UBER
0.33%0.39%$42.4万5,879股$44.7万6,216股-337股-5.42%减仓
Meta平台META
0.33%0.39%$41.6万739股$44.6万779股-40股-5.13%减仓
直觉外科ISRG
0.31%0.43%$39.6万996股$48.5万1,053股-57股-5.41%减仓
NETFLIXNFLX
0.27%0.42%$33.9万4,743股$48.1万4,999股-256股-5.12%减仓
洛克希德马丁LMT
0.22%0.29%$28.3万556股$33.6万556股00.00%持仓不变

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