LANDAAS & CO /WI /ADV
MILWAUKEE WI · SEC CIK 0000913990
$4.56亿2026Q1 申报市值
130持仓数
79.2%前十大占比 · 第一大 23.6%
11 / 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
DFIV 加仓+$835.11万
IWD 加仓+$177.90万
GARP 加仓+$152.52万
CGSD 加仓+$103.01万
AAPL 加仓+$94.51万
2026Q1 卖出最多 按季末市值估算
TFLO 减仓-$561.11万
VTI 减仓-$182.09万
USFR 减仓-$103.40万
QUAL 减仓-$70.74万
CGSM 减仓-$24.81万
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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,150 | -100.0% | -$21.45万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,602 | -100.0% | -$21.03万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -617 | -100.0% | -$20.84万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -842 | -100.0% | -$20.31万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XTI AEROSPACE INC | $3.83万 | 0.01% | 18,500 | 18,500 | — | $3.83万 | 新建仓 |
| AN | AUTONATION INC | $20.11万 | 0.04% | 1,030 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $20.22万 | 0.04% | 359 | 359 | — | $20.22万 | 新建仓 |
| CMI | CUMMINS INC | $20.24万 | 0.04% | 376 | 376 | — | $20.24万 | 新建仓 |
| MMM | 3M CO | $20.81万 | 0.05% | 1,433 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $21.48万 | 0.05% | 1,811 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY COVINGTON TRUST | $21.52万 | 0.05% | 3,660 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $21.78万 | 0.05% | 1,402 | -56 | -3.8% | -$8,699 | 减仓 |
| — | THOMSON REUTERS CORP | $22.11万 | 0.05% | 2,457 | 2,457 | — | $22.11万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $22.33万 | 0.05% | 2,620 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $22.85万 | 0.05% | 942 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $23.16万 | 0.05% | 1,674 | 255 | 18.0% | $3.53万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $23.18万 | 0.05% | 7,600 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $23.22万 | 0.05% | 3,500 | 3,500 | — | $23.22万 | 新建仓 |
| FEOE | RBB FUND TRUST | $23.46万 | 0.05% | 4,650 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.63万 | 0.05% | 1,965 | 7 | 0.4% | $842 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $23.66万 | 0.05% | 6,996 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $23.75万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $23.81万 | 0.05% | 2,142 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $24.25万 | 0.05% | 5,169 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $24.33万 | 0.05% | 1,169 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $24.39万 | 0.05% | 1,337 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $25.34万 | 0.06% | 9,791 | 9,791 | — | $25.34万 | 新建仓 |
| MS | MORGAN STANLEY | $25.44万 | 0.06% | 1,546 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $25.96万 | 0.06% | 1,918 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $26.10万 | 0.06% | 62 | 62 | — | $26.10万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.51万 | 0.06% | 5,281 | 392 | 8.0% | $1.97万 | 重新持有 |
| CSCO | CISCO SYS INC | $26.66万 | 0.06% | 3,436 | 2 | 0.1% | $155 | 加仓 |
| VUG | VANGUARD INDEX FDS | $26.95万 | 0.06% | 617 | -188 | -23.4% | -$8.21万 | 减仓 |
| CVS | CVS HEALTH CORP | $27.25万 | 0.06% | 3,794 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $28.04万 | 0.06% | 2,907 | 2,907 | — | $28.04万 | 新建仓 |
| QCOM | QUALCOMM INC | $28.22万 | 0.06% | 2,191 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $28.27万 | 0.06% | 25,987 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $31.02万 | 0.07% | 1,876 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $32.98万 | 0.07% | 1,091 | 223 | 25.7% | $6.74万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $33.24万 | 0.07% | 550 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $34.25万 | 0.08% | 4,442 | 518 | 13.2% | $3.99万 | 加仓 |
| SUSL | ISHARES TR | $34.32万 | 0.08% | 3,021 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.37万 | 0.08% | 1,598 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $34.55万 | 0.08% | 966 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $35.11万 | 0.08% | 2,825 | 1 | 0.0% | $124 | 加仓 |
| CVX | CHEVRON CORPORATION | $35.21万 | 0.08% | 1,702 | 138 | 8.8% | $2.85万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $36.58万 | 0.08% | 15,483 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $36.79万 | 0.08% | 400 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $38.03万 | 0.08% | 4,314 | 4,314 | — | $38.03万 | 新建仓 |
| GE | GE AEROSPACE | $38.11万 | 0.08% | 1,343 | 500 | 59.3% | $14.19万 | 加仓 |
| AMGN | AMGEN INC | $38.70万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $38.75万 | 0.09% | 5,660 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $38.91万 | 0.09% | 1,059 | 181 | 20.6% | $6.65万 | 加仓 |
| USB | US BANCORP | $38.97万 | 0.09% | 7,492 | 35 | 0.5% | $1,820 | 加仓 |
| MLRG | ISHARES TR | $39.54万 | 0.09% | 4,400 | 6 | 0.1% | $539 | 加仓 |
| FISV | FISERV INC | $39.56万 | 0.09% | 7,089 | -712 | -9.1% | -$3.97万 | 减仓 |
| DSI | ISHARES TR | $39.67万 | 0.09% | 3,273 | 7 | 0.2% | $848 | 加仓 |
| ABT | ABBOTT LABORATORIES | $40.01万 | 0.09% | 3,897 | 623 | 19.0% | $6.40万 | 加仓 |
| LIN | LINDE PLC | $41.05万 | 0.09% | 828 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $42.49万 | 0.09% | 4,650 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $42.55万 | 0.09% | 4,400 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $42.59万 | 0.09% | 3,371 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $43.97万 | 0.10% | 2,600 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.44万 | 0.10% | 1,833 | 45 | 2.5% | $1.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.33万 | 0.10% | 465 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $46.57万 | 0.10% | 2,414 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $47.83万 | 0.10% | 5,407 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $48.92万 | 0.11% | 6,432 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $50.57万 | 0.11% | 24,763 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.72万 | 0.11% | 8,071 | 2,001 | 33.0% | $12.82万 | 加仓 |
| ACWV | ISHARES INC | $53.68万 | 0.12% | 4,491 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $55.39万 | 0.12% | 1,931 | 5 | 0.3% | $1,434 | 加仓 |
| DIS | DISNEY WALT CO | $55.91万 | 0.12% | 5,801 | 166 | 2.9% | $1.60万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $55.92万 | 0.12% | 22,280 | 22,280 | — | $55.92万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $56.66万 | 0.12% | 982 | 42 | 4.5% | $2.42万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $57.24万 | 0.13% | 21,779 | -9,441 | -30.2% | -$24.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $58.92万 | 0.13% | 3,003 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $61.29万 | 0.13% | 464 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $62.67万 | 0.14% | 12,562 | -375 | -2.9% | -$1.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $63.67万 | 0.14% | 6,855 | 0 | 0.0% | — | 不变 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $65.53万 | 0.14% | 28,011 | 4,275 | 18.0% | $10.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $67.73万 | 0.15% | 2,771 | 157 | 6.0% | $3.84万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $70.57万 | 0.15% | 6,141 | 1,278 | 26.3% | $14.69万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $72.76万 | 0.16% | 22,981 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $75.17万 | 0.16% | 5,186 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $76.39万 | 0.17% | 4,502 | -17 | -0.4% | -$2,885 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $76.73万 | 0.17% | 17,367 | -857 | -4.7% | -$3.79万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $78.59万 | 0.17% | 23,736 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $80.60万 | 0.18% | 18,938 | 821 | 4.5% | $3.49万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $87.32万 | 0.19% | 36,915 | 4,219 | 12.9% | $9.98万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $90.67万 | 0.20% | 15,426 | -64 | -0.4% | -$3,762 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $92.82万 | 0.20% | 30,432 | 30,432 | — | $92.82万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $94.03万 | 0.21% | 12,856 | 28 | 0.2% | $2,048 | 加仓 |
| ESGV | VANGUARD WORLD FD | $96.82万 | 0.21% | 8,624 | -86 | -1.0% | -$9,655 | 减仓 |
| MCD | MCDONALDS CORP | $99.73万 | 0.22% | 3,209 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $101.42万 | 0.22% | 7,021 | 246 | 3.6% | $3.55万 | 加仓 |