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 |
|---|---|---|---|---|---|---|---|---|
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -15,483 | -100.0% | -$36.58万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -9,791 | -100.0% | -$25.34万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.22万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -2,457 | -100.0% | -$22.11万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,402 | -100.0% | -$21.78万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -1,030 | -100.0% | -$20.11万 | 清仓 |
| — | XTI AEROSPACE INC | $3.35万 | 0.01% | 18,500 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $20.23万 | 0.04% | 5,400 | 5,400 | — | $20.23万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $20.31万 | 0.04% | 2,467 | 2,467 | — | $20.31万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.86万 | 0.04% | 4,927 | -354 | -6.7% | -$1.50万 | 减仓 |
| VGT | VANGUARD WORLD FD | $21.20万 | 0.04% | 1,774 | 1,774 | — | $21.20万 | 新建仓 |
| PSA | PUBLIC STORAGE | $21.26万 | 0.04% | 668 | 668 | — | $21.26万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $21.38万 | 0.04% | 621 | 621 | — | $21.38万 | 新建仓 |
| BA | BOEING CO | $22.04万 | 0.04% | 1,018 | 1,018 | — | $22.04万 | 新建仓 |
| DG | DOLLAR GEN CORP | $23.02万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.05万 | 0.04% | 617 | -726 | -54.1% | -$27.12万 | 减仓 |
| MMM | 3M CO | $23.20万 | 0.04% | 1,433 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $23.34万 | 0.04% | 2,053 | 0 | 0.0% | — | 重新持有 |
| ADBE | ADOBE INC | $23.52万 | 0.04% | 1,147 | 1,147 | — | $23.52万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $24.48万 | 0.04% | 1,800 | 1,800 | — | $24.48万 | 新建仓 |
| DE | DEERE & CO | $25.18万 | 0.05% | 397 | 38 | 10.6% | $2.41万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $25.35万 | 0.05% | 1,068 | 1,068 | — | $25.35万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $25.41万 | 0.05% | 6,536 | 1,367 | 26.4% | $5.31万 | 加仓 |
| UNP | UNION PAC CORP | $25.62万 | 0.05% | 942 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $25.73万 | 0.05% | 6,996 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $25.84万 | 0.05% | 5,474 | 5,474 | — | $25.84万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $26.19万 | 0.05% | 1,811 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $26.28万 | 0.05% | 1,674 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $26.31万 | 0.05% | 155 | 155 | — | $26.31万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $26.46万 | 0.05% | 7,600 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $26.82万 | 0.05% | 1,337 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.83万 | 0.05% | 376 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $27.16万 | 0.05% | 653 | 0 | 0.0% | — | 重新持有 |
| AVUS | AMERICAN CENTY ETF TR | $27.43万 | 0.05% | 2,142 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $27.63万 | 0.05% | 1,550 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.70万 | 0.05% | 3,022 | 402 | 15.3% | $3.69万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $27.97万 | 0.05% | 9,791 | 9,791 | — | $27.97万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $28.17万 | 0.05% | 25,987 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $28.21万 | 0.05% | 1,702 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $28.78万 | 0.05% | 1,169 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $28.86万 | 0.05% | 250 | 250 | — | $28.86万 | 新建仓 |
| GEV | GE VERNOVA INC | $30.43万 | 0.06% | 259 | 259 | — | $30.43万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.61万 | 0.06% | 1,367 | 457 | 50.2% | $10.23万 | 重新持有 |
| HD | HOME DEPOT INC | $30.93万 | 0.06% | 877 | 290 | 49.4% | $10.23万 | 重新持有 |
| FISV | FISERV INC | $31.68万 | 0.06% | 6,459 | -630 | -8.9% | -$3.09万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $31.89万 | 0.06% | 3,702 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $31.91万 | 0.06% | 2,907 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $32.02万 | 0.06% | 739 | 739 | — | $32.02万 | 新建仓 |
| MS | MORGAN STANLEY | $32.32万 | 0.06% | 1,546 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $32.58万 | 0.06% | 4,314 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $32.65万 | 0.06% | 641 | 641 | — | $32.65万 | 新建仓 |
| MRK | MERCK & CO INC | $33.21万 | 0.06% | 2,584 | 619 | 31.5% | $7.95万 | 加仓 |
| LLY | ELI LILLY & CO | $33.34万 | 0.06% | 278 | -122 | -30.5% | -$14.63万 | 减仓 |
| WMT | WALMART INC | $35.12万 | 0.06% | 3,101 | 276 | 9.8% | $3.13万 | 加仓 |
| SYY | SYSCO CORP | $36.83万 | 0.07% | 4,407 | 4,407 | — | $36.83万 | 新建仓 |
| V | VISA INC | $37.43万 | 0.07% | 1,091 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.81万 | 0.07% | 1,598 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $37.97万 | 0.07% | 4,442 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $38.68万 | 0.07% | 2,138 | 262 | 14.0% | $4.74万 | 加仓 |
| CVS | CVS HEALTH CORP | $39.25万 | 0.07% | 3,794 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $40.11万 | 0.07% | 3,021 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $40.49万 | 0.07% | 2,191 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $40.79万 | 0.07% | 4,650 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $41.16万 | 0.07% | 966 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $41.18万 | 0.07% | 3,506 | 70 | 2.0% | $8,222 | 加仓 |
| UL | UNILEVER PLC | $42.28万 | 0.08% | 7,032 | 7,032 | — | $42.28万 | 新建仓 |
| LIN | LINDE PLC | $42.97万 | 0.08% | 828 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $43.08万 | 0.08% | 5,660 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $43.50万 | 0.08% | 465 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $45.45万 | 0.08% | 7,525 | 33 | 0.4% | $1,993 | 加仓 |
| MLRG | ISHARES TR | $45.66万 | 0.08% | 4,405 | 5 | 0.1% | $518 | 加仓 |
| MOAT | VANECK ETF TRUST | $45.74万 | 0.08% | 4,400 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $45.80万 | 0.08% | 2,414 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $46.03万 | 0.08% | 9,101 | -3,461 | -27.6% | -$17.51万 | 减仓 |
| AMGN | AMGEN INC | $49.70万 | 0.09% | 1,372 | 272 | 24.7% | $9.85万 | 加仓 |
| FEOE | RBB FUND TRUST | $49.83万 | 0.09% | 9,332 | 4,682 | 100.7% | $25.00万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $50.43万 | 0.09% | 24,763 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $50.49万 | 0.09% | 5,407 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $50.79万 | 0.09% | 6,250 | -182 | -2.8% | -$1.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.62万 | 0.09% | 1,836 | 3 | 0.2% | $843 | 加仓 |
| DSI | ISHARES TR | $52.52万 | 0.10% | 3,689 | 416 | 12.7% | $5.92万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $52.88万 | 0.10% | 8,151 | 4,491 | 122.7% | $29.14万 | 加仓 |
| ACWV | ISHARES INC | $54.00万 | 0.10% | 4,491 | 0 | 0.0% | — | 不变 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $55.47万 | 0.10% | 23,663 | -4,348 | -15.5% | -$10.19万 | 减仓 |
| DIS | DISNEY WALT CO | $55.84万 | 0.10% | 5,801 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $56.57万 | 0.10% | 6,234 | 2,337 | 60.0% | $21.21万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $57.01万 | 0.10% | 1,119 | 569 | 103.5% | $28.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.51万 | 0.10% | 8,071 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $57.89万 | 0.11% | 4,146 | 4,146 | — | $57.89万 | 新建仓 |
| NUE | NUCOR CORP | $57.91万 | 0.11% | 2,600 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $60.17万 | 0.11% | 6,855 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $64.52万 | 0.12% | 22,280 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $65.44万 | 0.12% | 3,003 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $68.23万 | 0.12% | 1,931 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $70.07万 | 0.13% | 3,974 | 603 | 17.9% | $10.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.37万 | 0.13% | 2,771 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $73.24万 | 0.13% | 23,081 | 100 | 0.4% | $3,173 | 加仓 |
| AMAT | APPLIED MATLS INC | $77.44万 | 0.14% | 1,071 | 1,071 | — | $77.44万 | 新建仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $77.55万 | 0.14% | 29,392 | 7,613 | 35.0% | $20.09万 | 加仓 |
| — | EXXON MOBIL CORP | $79.86万 | 0.15% | 5,841 | 1,339 | 29.7% | $18.31万 | 加仓 |