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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.41万 | 0.24% | 2,304 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $113.45万 | 0.25% | 26,871 | 18,466 | 219.7% | $77.96万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $113.64万 | 0.25% | 22,354 | 11,707 | 110.0% | $59.51万 | 加仓 |
| ORCL | ORACLE CORP | $114.16万 | 0.25% | 7,760 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $117.43万 | 0.26% | 23,786 | 451 | 1.9% | $2.23万 | 加仓 |
| GOOGL | ALPHABET INC | $120.23万 | 0.26% | 4,181 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $122.70万 | 0.27% | 4,171 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $125.50万 | 0.28% | 1,930 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $127.49万 | 0.28% | 17,768 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $128.06万 | 0.28% | 5,888 | 983 | 20.0% | $21.38万 | 加仓 |
| TSLA | TESLA INC | $129.89万 | 0.28% | 3,494 | 493 | 16.4% | $18.33万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $130.84万 | 0.29% | 34,054 | 4,429 | 15.0% | $17.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $136.86万 | 0.30% | 44,608 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $139.37万 | 0.31% | 6,371 | 148 | 2.4% | $3.24万 | 加仓 |
| CAT | CATERPILLAR INC | $141.96万 | 0.31% | 2,004 | 133 | 7.1% | $9.42万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $148.29万 | 0.33% | 12,809 | 1 | 0.0% | $116 | 加仓 |
| NVDA | NVIDIA CORPORATION | $161.32万 | 0.35% | 9,250 | 65 | 0.7% | $1.13万 | 加仓 |
| AMZN | AMAZON COM INC | $178.03万 | 0.39% | 8,548 | 872 | 11.4% | $18.16万 | 加仓 |
| IQLT | ISHARES TR | $187.37万 | 0.41% | 40,529 | 1,427 | 3.6% | $6.60万 | 加仓 |
| USFR | WISDOMTREE TR | $197.18万 | 0.43% | 39,170 | -20,540 | -34.4% | -$103.40万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $203.73万 | 0.45% | 61,053 | 28,041 | 84.9% | $93.57万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $208.00万 | 0.46% | 12,861 | 229 | 1.8% | $3.70万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $223.80万 | 0.49% | 75,891 | 339 | 0.4% | $9,997 | 加仓 |
| IWB | ISHARES TR | $230.91万 | 0.51% | 6,476 | -39 | -0.6% | -$1.39万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $302.77万 | 0.66% | 71,172 | 4,266 | 6.4% | $18.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $494.97万 | 1.09% | 13,371 | 1,510 | 12.7% | $55.90万 | 加仓 |
| TEQI | T ROWE PRICE ETF INC | $515.83万 | 1.13% | 114,587 | 15,555 | 15.7% | $70.02万 | 加仓 |
| DVY | ISHARES TR | $552.41万 | 1.21% | 36,485 | 405 | 1.1% | $6.13万 | 加仓 |
| AAPL | APPLE INC | $807.65万 | 1.77% | 31,823 | 3,724 | 13.3% | $94.51万 | 加仓 |
| TFLO | ISHARES TR | $811.70万 | 1.78% | 160,320 | -110,826 | -40.9% | -$561.11万 | 减仓 |
| IWF | ISHARES TR | $825.03万 | 1.81% | 19,349 | -363 | -1.8% | -$15.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,185.11万 | 2.60% | 19,833 | -192 | -1.0% | -$11.47万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,500.50万 | 3.29% | 581,816 | 39,940 | 7.4% | $103.01万 | 加仓 |
| GARP | ISHARES TR | $2,992.60万 | 6.56% | 467,813 | 23,843 | 5.4% | $152.52万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,336.30万 | 7.32% | 632,114 | 158,224 | 33.4% | $835.11万 | 加仓 |
| QUAL | ISHARES TR | $5,908.26万 | 12.96% | 308,026 | -3,688 | -1.2% | -$70.74万 | 减仓 |
| IWD | ISHARES TR | $7,981.07万 | 17.51% | 373,523 | 8,326 | 2.3% | $177.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.08亿 | 23.62% | 335,642 | -5,676 | -1.7% | -$182.09万 | 减仓 |