LANARK FINANCIAL, INC.
BIRMINGHAM AL · SEC CIK 0000791540
$13.32亿2026Q1 申报市值
2,546持仓数
16.2%前十大占比 · 第一大 2.6%
176 / 417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
VOO 加仓+$317.48万
SCHW 加仓+$285.30万
PIZ 加仓+$277.54万
MPC 加仓+$250.88万
PDP 加仓+$225.66万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$340.18万
EQT 减仓-$259.13万
ORCL 减仓-$196.02万
XLG 减仓-$185.70万
CCI 减仓-$176.87万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,520.43万 | 2.64% | 138,714 | -3,965 | -2.8% | -$100.63万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $3,160.76万 | 2.37% | 48,601 | -1,928 | -3.8% | -$125.39万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,801.05万 | 2.10% | 365,958 | 10,591 | 3.0% | $81.06万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,292.94万 | 1.72% | 38,372 | 5,313 | 16.1% | $317.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,113.20万 | 1.59% | 57,087 | -2,400 | -4.0% | -$88.84万 | 减仓 |
| NVDA | NVIDIA CORP | $1,838.62万 | 1.38% | 105,422 | 1,483 | 1.4% | $25.86万 | 加仓 |
| GOOGL | ALPHABET INC | $1,595.80万 | 1.20% | 55,494 | -3,075 | -5.3% | -$88.43万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,580.06万 | 1.19% | 75,866 | -7,064 | -8.5% | -$147.12万 | 减仓 |
| AVGO | BROADCOM INC | $1,504.92万 | 1.13% | 48,622 | -2,287 | -4.5% | -$70.79万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,223.48万 | 0.92% | 18,730 | -181 | -1.0% | -$11.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,163.55万 | 0.87% | 39,555 | -413 | -1.0% | -$12.15万 | 减仓 |
| WMT | WALMART INC | $1,094.48万 | 0.82% | 88,066 | -3,909 | -4.3% | -$48.58万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED | $1,090.71万 | 0.82% | 170,210 | -2,473 | -1.4% | -$15.85万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,032.88万 | 0.78% | 111,205 | -1,818 | -1.6% | -$16.89万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,014.83万 | 0.76% | 17,582 | -1,804 | -9.3% | -$104.13万 | 减仓 |
| SPDW | SPDR INDEX SHARES FUNDS | $993.23万 | 0.75% | 217,576 | 5,977 | 2.8% | $27.29万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $900.59万 | 0.68% | 351,520 | 48,409 | 16.0% | $124.02万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $889.00万 | 0.67% | 265,056 | 44,214 | 20.0% | $148.29万 | 加仓 |
| V | VISA INC | $877.80万 | 0.66% | 29,043 | 1,009 | 3.6% | $30.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $779.87万 | 0.59% | 31,904 | 119 | 0.4% | $2.91万 | 加仓 |
| SRE | SEMPRA | $769.15万 | 0.58% | 79,155 | 1,031 | 1.3% | $10.02万 | 加仓 |
| WMB | WILLIAMS COMPANIES INC | $723.26万 | 0.54% | 99,375 | -1,241 | -1.2% | -$9.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $713.18万 | 0.54% | 49,375 | 3,724 | 8.2% | $53.79万 | 加仓 |
| DTM | DT MIDSTREAM INC | $709.83万 | 0.53% | 52,709 | -5 | -0.0% | -$673 | 减仓 |
| AGG | ISHARES CORE U S AGGREGATE BD | $694.99万 | 0.52% | 70,009 | 10,621 | 17.9% | $105.44万 | 加仓 |
| — | EXXON MOBIL CORP | $693.01万 | 0.52% | 40,846 | 1,095 | 2.8% | $18.58万 | 加仓 |
| VTI | VANGUARD INDEX FUNDS | $679.36万 | 0.51% | 21,176 | 160 | 0.8% | $5.13万 | 加仓 |
| GOOG | ALPHABET INC | $663.43万 | 0.50% | 23,127 | 3,254 | 16.4% | $93.34万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE TERM | $659.72万 | 0.50% | 79,724 | -6,026 | -7.0% | -$49.87万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $627.32万 | 0.47% | 71,157 | 8,584 | 13.7% | $75.68万 | 加仓 |
| PWR | QUANTA SERVICES INC | $623.85万 | 0.47% | 11,363 | -3 | -0.0% | -$1,647 | 减仓 |
| NI | NISOURCE INC | $597.98万 | 0.45% | 128,157 | -1,856 | -1.4% | -$8.66万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $585.93万 | 0.44% | 6,545 | -196 | -2.9% | -$17.55万 | 减仓 |
| QGRW | WISDOMTREE TRUST | $582.39万 | 0.44% | 109,001 | 20,995 | 23.9% | $112.18万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $567.27万 | 0.43% | 9,385 | -241 | -2.5% | -$14.57万 | 减仓 |
| MS | MORGAN STANLEY | $562.58万 | 0.42% | 34,184 | -1,800 | -5.0% | -$29.62万 | 减仓 |
| DGRW | WISDOMTREE TRUST | $555.03万 | 0.42% | 63,186 | 4,514 | 7.7% | $39.65万 | 加仓 |
| CB | CHUBB LTD | $551.63万 | 0.41% | 16,924 | 402 | 2.4% | $13.10万 | 加仓 |
| ETR | ENTERGY CORP NEW | $549.54万 | 0.41% | 48,909 | -185 | -0.4% | -$2.08万 | 减仓 |
| TMUS | T MOBILE US INC | $548.30万 | 0.41% | 26,105 | -4,823 | -15.6% | -$101.30万 | 减仓 |
| META | META PLATFORMS INC | $543.68万 | 0.41% | 9,502 | 1,005 | 11.8% | $57.50万 | 加仓 |
| IDA | IDACORP INC | $529.98万 | 0.40% | 37,069 | 195 | 0.5% | $2.79万 | 加仓 |
| GLW | CORNING INC | $521.06万 | 0.39% | 38,321 | -10,647 | -21.7% | -$144.77万 | 减仓 |
| LLY | ELI LILLY & CO | $516.39万 | 0.39% | 5,614 | 137 | 2.5% | $12.60万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC | $507.80万 | 0.38% | 20,265 | -637 | -3.0% | -$15.96万 | 减仓 |
| CVX | CHEVRON CORPORATION | $503.61万 | 0.38% | 24,340 | 1,109 | 4.8% | $22.95万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP NEW | $501.14万 | 0.38% | 53,324 | 30,357 | 132.2% | $285.30万 | 加仓 |
| EQIX | EQUINIX INC | $496.98万 | 0.37% | 5,070 | 37 | 0.7% | $3.63万 | 加仓 |
| TLN | TALEN ENERGY CORPORATION | $491.20万 | 0.37% | 15,387 | -27 | -0.2% | -$8,619 | 减仓 |
| SYK | STRYKER CORP | $489.74万 | 0.37% | 14,904 | 4,987 | 50.3% | $163.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY IND FD | $487.79万 | 0.37% | 64,952 | 6,982 | 12.0% | $52.43万 | 加仓 |
| PIZ | INVESCO EXCHANGE TRADED FUND | $486.64万 | 0.37% | 98,272 | 56,046 | 132.7% | $277.54万 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $473.03万 | 0.36% | 70,048 | -516 | -0.7% | -$3.48万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $465.92万 | 0.35% | 10,926 | -859 | -7.3% | -$36.63万 | 减仓 |
| AGGY | WISDOMTREE TRUST | $463.99万 | 0.35% | 106,787 | 11,465 | 12.0% | $49.82万 | 加仓 |
| XLK | SELECT SECTOR SPDR TRUST | $462.26万 | 0.35% | 34,782 | 511 | 1.5% | $6.79万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $459.92万 | 0.35% | 36,998 | 1,041 | 2.9% | $12.94万 | 加仓 |
| JCI | JOHNSON CONTROLS | $457.79万 | 0.34% | 34,958 | 480 | 1.4% | $6.29万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $452.97万 | 0.34% | 16,221 | -513 | -3.1% | -$14.33万 | 减仓 |
| UNP | UNION PACIFIC CORP | $452.56万 | 0.34% | 18,652 | 320 | 1.7% | $7.76万 | 加仓 |
| CCJ | CAMECO CORP | $452.52万 | 0.34% | 41,665 | -16,249 | -28.1% | -$176.48万 | 减仓 |
| MRK | MERCK & CO INC | $448.26万 | 0.34% | 37,264 | -75 | -0.2% | -$9,022 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $442.62万 | 0.33% | 17,847 | -1,606 | -8.3% | -$39.83万 | 减仓 |
| SYY | SYSCO CORP | $429.75万 | 0.32% | 60,248 | 978 | 1.7% | $6.98万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $428.40万 | 0.32% | 75,715 | 39,126 | 106.9% | $221.38万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $417.43万 | 0.31% | 178,998 | 24,256 | 15.7% | $56.57万 | 加仓 |
| EFG | ISHARES TRUST | $416.29万 | 0.31% | 37,379 | 1,669 | 4.7% | $18.59万 | 加仓 |
| DDWM | WISDOMTREE TR | $410.06万 | 0.31% | 92,962 | 19,808 | 27.1% | $87.37万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $408.47万 | 0.31% | 19,117 | -399 | -2.0% | -$8.53万 | 减仓 |
| LOW | LOWES COMPANIES INC | $402.35万 | 0.30% | 17,028 | 408 | 2.5% | $9.64万 | 加仓 |
| RSG | REPUBLIC SERVICES INC | $396.38万 | 0.30% | 18,098 | 530 | 3.0% | $11.61万 | 加仓 |
| MDT | MEDTRONIC PLC | $394.50万 | 0.30% | 45,528 | 1,574 | 3.6% | $13.64万 | 加仓 |
| EFV | ISHARES TRUST | $394.37万 | 0.30% | 53,042 | 2,686 | 5.3% | $19.97万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL | $391.09万 | 0.29% | 81,391 | 1,078 | 1.3% | $5.18万 | 加仓 |
| WTV | WISDOMTREE TRUST | $388.19万 | 0.29% | 40,978 | 5,387 | 15.1% | $51.03万 | 加仓 |
| ABBV | ABBVIE INC | $385.29万 | 0.29% | 17,715 | -479 | -2.6% | -$10.42万 | 减仓 |
| AEE | AMEREN CORP | $385.11万 | 0.29% | 35,035 | 97 | 0.3% | $1.07万 | 加仓 |
| PEP | PEPSICO INC | $382.13万 | 0.29% | 24,607 | 1,376 | 5.9% | $21.37万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $378.87万 | 0.28% | 32,726 | 340 | 1.0% | $3.94万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $377.90万 | 0.28% | 87,557 | -5,522 | -5.9% | -$23.83万 | 减仓 |
| XEL | XCEL ENERGY INC | $373.09万 | 0.28% | 46,965 | -229 | -0.5% | -$1.82万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH | $371.35万 | 0.28% | 40,033 | -823 | -2.0% | -$7.63万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $368.04万 | 0.28% | 68,092 | -1,077 | -1.6% | -$5.82万 | 减仓 |
| SGOV | ISHARES TRUST | $363.22万 | 0.27% | 36,083 | -11,623 | -24.4% | -$117.00万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $361.10万 | 0.27% | 50,201 | 2,105 | 4.4% | $15.14万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT | $358.17万 | 0.27% | 32,862 | 707 | 2.2% | $7.71万 | 加仓 |
| GEV | GE VERNOVA LLC | $353.98万 | 0.27% | 4,055 | -295 | -6.8% | -$25.75万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD TR | $345.23万 | 0.26% | 28,591 | 18,689 | 188.7% | $225.66万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $342.10万 | 0.26% | 111,504 | -13,627 | -10.9% | -$41.81万 | 减仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $339.41万 | 0.25% | 34,908 | -1,301 | -3.6% | -$12.65万 | 减仓 |
| HD | HOME DEPOT INC | $334.47万 | 0.25% | 10,169 | -1,130 | -10.0% | -$37.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS | $328.84万 | 0.25% | 13,566 | 3,928 | 40.8% | $95.22万 | 加仓 |
| BSV | VANGUARD SHORT TERM BOND ETF | $324.85万 | 0.24% | 41,430 | 460 | 1.1% | $3.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $321.64万 | 0.24% | 6,712 | -169 | -2.5% | -$8.10万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $314.02万 | 0.24% | 23,221 | 721 | 3.2% | $9.75万 | 加仓 |
| DLR | DIGITAL REALTY TRUST INC | $313.44万 | 0.24% | 17,393 | -141 | -0.8% | -$2.54万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $311.16万 | 0.23% | 9,103 | 4,061 | 80.5% | $138.81万 | 加仓 |
| VGT | VANGUARD SECTOR INDEX FDS | $304.11万 | 0.23% | 4,358 | 72 | 1.7% | $5.02万 | 加仓 |
| CAT | CATERPILLAR INC | $295.98万 | 0.22% | 4,177 | -118 | -2.7% | -$8.36万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $294.08万 | 0.22% | 14,938 | 657 | 4.6% | $12.93万 | 加仓 |