LANDAAS & CO /WI /ADV
MILWAUKEE WI · SEC CIK 0000913990
$5.50亿2026Q2 申报市值
149持仓数
77.5%前十大占比 · 第一大 22.5%
21 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFIV 加仓+$669.99万
GARP 加仓+$327.18万
TFLO 加仓+$306.50万
IWD 加仓+$282.53万
NEAR 加仓+$189.54万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$73.01万
AAPL 减仓-$45.46万
CAT 减仓-$42.16万
BSMQ 清仓-$36.58万
GE 减仓-$27.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BMO | BANK MONTREAL MEDIUM | $81.96万 | 0.15% | 4,639 | 2,721 | 141.9% | $48.08万 | 加仓 |
| MGV | VANGUARD WORLD FD | $84.77万 | 0.15% | 5,186 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $85.84万 | 0.16% | 20,720 | 1,782 | 9.4% | $7.38万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $86.38万 | 0.16% | 23,736 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $88.18万 | 0.16% | 3,262 | 53 | 1.7% | $1.43万 | 加仓 |
| ASML | ASML HLDG NV | $92.31万 | 0.17% | 464 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $96.51万 | 0.18% | 12,885 | 29 | 0.2% | $2,172 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $97.01万 | 0.18% | 15,426 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $97.32万 | 0.18% | 41,166 | 4,251 | 11.5% | $10.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $102.96万 | 0.19% | 7,021 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $103.65万 | 0.19% | 8,113 | 1,972 | 32.1% | $25.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $104.03万 | 0.19% | 1,413 | 431 | 43.9% | $31.73万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $108.83万 | 0.20% | 21,727 | 4,360 | 25.1% | $21.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $113.39万 | 0.21% | 3,464 | -707 | -17.0% | -$23.14万 | 减仓 |
| ORCL | ORACLE CORP | $113.73万 | 0.21% | 7,760 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $114.04万 | 0.21% | 8,624 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $115.29万 | 0.21% | 2,304 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $127.52万 | 0.23% | 23,786 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $136.25万 | 0.25% | 38,664 | 8,232 | 27.1% | $29.01万 | 加仓 |
| GOOGL | ALPHABET INC | $141.17万 | 0.26% | 3,950 | -231 | -5.5% | -$8.26万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $143.80万 | 0.26% | 45,348 | 740 | 1.7% | $2.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $144.11万 | 0.26% | 1,930 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $149.83万 | 0.27% | 5,954 | 66 | 1.1% | $1.66万 | 加仓 |
| MGK | VANGUARD WORLD FD | $152.84万 | 0.28% | 17,386 | 12,091 | 228.3% | $106.29万 | 加仓 |
| ITA | ISHARES TR | $159.73万 | 0.29% | 6,589 | 218 | 3.4% | $5.28万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $162.34万 | 0.30% | 13,903 | 1,094 | 8.5% | $12.77万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $168.06万 | 0.31% | 39,815 | 12,944 | 48.2% | $54.64万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $170.26万 | 0.31% | 21,441 | 3,673 | 20.7% | $29.17万 | 加仓 |
| CAT | CATERPILLAR INC | $171.21万 | 0.31% | 1,608 | -396 | -19.8% | -$42.16万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $172.76万 | 0.31% | 11,824 | 11,824 | — | $172.76万 | 新建仓 |
| TSLA | TESLA INC | $191.04万 | 0.35% | 4,542 | 1,048 | 30.0% | $44.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $195.41万 | 0.36% | 9,766 | 516 | 5.6% | $10.32万 | 加仓 |
| AMZN | AMAZON COM INC | $205.23万 | 0.37% | 8,611 | 63 | 0.7% | $1.50万 | 加仓 |
| USFR | WISDOMTREE TR | $207.32万 | 0.38% | 41,175 | 2,005 | 5.1% | $10.10万 | 加仓 |
| IQLT | ISHARES TR | $216.28万 | 0.39% | 43,648 | 3,119 | 7.7% | $15.45万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $232.70万 | 0.42% | 52,315 | 18,261 | 53.6% | $81.23万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $243.54万 | 0.44% | 13,148 | 287 | 2.2% | $5.32万 | 加仓 |
| IWB | ISHARES TR | $265.19万 | 0.48% | 6,476 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $302.79万 | 0.55% | 59,768 | 37,414 | 167.4% | $189.54万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $334.04万 | 0.61% | 96,487 | 20,596 | 27.1% | $71.30万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $360.31万 | 0.66% | 85,120 | 24,067 | 39.4% | $101.88万 | 加仓 |
| MSFT | MICROSOFT CORP | $479.33万 | 0.87% | 12,850 | -521 | -3.9% | -$19.43万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $493.43万 | 0.90% | 100,128 | 28,956 | 40.7% | $142.70万 | 加仓 |
| DVY | ISHARES TR | $569.54万 | 1.04% | 36,439 | -46 | -0.1% | -$7,190 | 减仓 |
| TEQI | T ROWE PRICE EXCHANGE-TRADED | $701.89万 | 1.28% | 139,320 | 24,733 | 21.6% | $124.60万 | 加仓 |
| AAPL | APPLE INC | $875.36万 | 1.59% | 30,252 | -1,571 | -4.9% | -$45.46万 | 减仓 |
| IWF | ISHARES TR | $1,001.04万 | 1.82% | 80,619 | 3,223 | 4.2% | $40.02万 | 加仓 |
| TFLO | ISHARES TR | $1,118.20万 | 2.03% | 220,857 | 60,537 | 37.8% | $306.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,363.58万 | 2.48% | 19,854 | 21 | 0.1% | $1.44万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,470.59万 | 2.68% | 571,548 | -10,268 | -1.8% | -$26.42万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4,084.67万 | 7.43% | 756,140 | 124,026 | 19.6% | $669.99万 | 加仓 |
| GARP | ISHARES TR | $4,188.98万 | 7.62% | 507,447 | 39,634 | 8.5% | $327.18万 | 加仓 |
| QUAL | ISHARES TR | $6,820.23万 | 12.41% | 310,816 | 2,790 | 0.9% | $61.22万 | 加仓 |
| IWD | ISHARES TR | $9,337.84万 | 16.99% | 385,177 | 11,654 | 3.1% | $282.53万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.23亿 | 22.46% | 333,669 | -1,973 | -0.6% | -$73.01万 | 减仓 |