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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.08亿 | 23.62% | 335,642 | -5,676 | -1.7% | -$182.09万 | 减仓 |
| IWD | ISHARES TR | $7,981.07万 | 17.51% | 373,523 | 8,326 | 2.3% | $177.90万 | 加仓 |
| QUAL | ISHARES TR | $5,908.26万 | 12.96% | 308,026 | -3,688 | -1.2% | -$70.74万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,336.30万 | 7.32% | 632,114 | 158,224 | 33.4% | $835.11万 | 加仓 |
| GARP | ISHARES TR | $2,992.60万 | 6.56% | 467,813 | 23,843 | 5.4% | $152.52万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,500.50万 | 3.29% | 581,816 | 39,940 | 7.4% | $103.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,185.11万 | 2.60% | 19,833 | -192 | -1.0% | -$11.47万 | 减仓 |
| IWF | ISHARES TR | $825.03万 | 1.81% | 19,349 | -363 | -1.8% | -$15.48万 | 减仓 |
| TFLO | ISHARES TR | $811.70万 | 1.78% | 160,320 | -110,826 | -40.9% | -$561.11万 | 减仓 |
| AAPL | APPLE INC | $807.65万 | 1.77% | 31,823 | 3,724 | 13.3% | $94.51万 | 加仓 |
| DVY | ISHARES TR | $552.41万 | 1.21% | 36,485 | 405 | 1.1% | $6.13万 | 加仓 |
| TEQI | T ROWE PRICE ETF INC | $515.83万 | 1.13% | 114,587 | 15,555 | 15.7% | $70.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $494.97万 | 1.09% | 13,371 | 1,510 | 12.7% | $55.90万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $302.77万 | 0.66% | 71,172 | 4,266 | 6.4% | $18.15万 | 加仓 |
| IWB | ISHARES TR | $230.91万 | 0.51% | 6,476 | -39 | -0.6% | -$1.39万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $223.80万 | 0.49% | 75,891 | 339 | 0.4% | $9,997 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $208.00万 | 0.46% | 12,861 | 229 | 1.8% | $3.70万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $203.73万 | 0.45% | 61,053 | 28,041 | 84.9% | $93.57万 | 加仓 |
| USFR | WISDOMTREE TR | $197.18万 | 0.43% | 39,170 | -20,540 | -34.4% | -$103.40万 | 减仓 |
| IQLT | ISHARES TR | $187.37万 | 0.41% | 40,529 | 1,427 | 3.6% | $6.60万 | 加仓 |
| AMZN | AMAZON COM INC | $178.03万 | 0.39% | 8,548 | 872 | 11.4% | $18.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $161.32万 | 0.35% | 9,250 | 65 | 0.7% | $1.13万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $148.29万 | 0.33% | 12,809 | 1 | 0.0% | $116 | 加仓 |
| CAT | CATERPILLAR INC | $141.96万 | 0.31% | 2,004 | 133 | 7.1% | $9.42万 | 加仓 |
| ITA | ISHARES TR | $139.37万 | 0.31% | 6,371 | 148 | 2.4% | $3.24万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $136.86万 | 0.30% | 44,608 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $130.84万 | 0.29% | 34,054 | 4,429 | 15.0% | $17.02万 | 加仓 |
| TSLA | TESLA INC | $129.89万 | 0.28% | 3,494 | 493 | 16.4% | $18.33万 | 加仓 |
| ABBV | ABBVIE INC | $128.06万 | 0.28% | 5,888 | 983 | 20.0% | $21.38万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $127.49万 | 0.28% | 17,768 | 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 |
| JPM | JPMORGAN CHASE & CO | $122.70万 | 0.27% | 4,171 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $120.23万 | 0.26% | 4,181 | 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 |
| ORCL | ORACLE CORP | $114.16万 | 0.25% | 7,760 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $113.64万 | 0.25% | 22,354 | 11,707 | 110.0% | $59.51万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $113.45万 | 0.25% | 26,871 | 18,466 | 219.7% | $77.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $110.41万 | 0.24% | 2,304 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $101.42万 | 0.22% | 7,021 | 246 | 3.6% | $3.55万 | 加仓 |
| MCD | MCDONALDS CORP | $99.73万 | 0.22% | 3,209 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $96.82万 | 0.21% | 8,624 | -86 | -1.0% | -$9,655 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $94.03万 | 0.21% | 12,856 | 28 | 0.2% | $2,048 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $92.82万 | 0.20% | 30,432 | 30,432 | — | $92.82万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $90.67万 | 0.20% | 15,426 | -64 | -0.4% | -$3,762 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $87.32万 | 0.19% | 36,915 | 4,219 | 12.9% | $9.98万 | 加仓 |
| IDV | ISHARES TR | $80.60万 | 0.18% | 18,938 | 821 | 4.5% | $3.49万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $78.59万 | 0.17% | 23,736 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $76.73万 | 0.17% | 17,367 | -857 | -4.7% | -$3.79万 | 减仓 |
| — | EXXON MOBIL CORP | $76.39万 | 0.17% | 4,502 | -17 | -0.4% | -$2,885 | 减仓 |
| MGV | VANGUARD WORLD FD | $75.17万 | 0.16% | 5,186 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $72.76万 | 0.16% | 22,981 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $70.57万 | 0.15% | 6,141 | 1,278 | 26.3% | $14.69万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $67.73万 | 0.15% | 2,771 | 157 | 6.0% | $3.84万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $65.53万 | 0.14% | 28,011 | 4,275 | 18.0% | $10.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $63.67万 | 0.14% | 6,855 | 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 |
| ASML | ASML HLDG NV | $61.29万 | 0.13% | 464 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $58.92万 | 0.13% | 3,003 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $57.24万 | 0.13% | 21,779 | -9,441 | -30.2% | -$24.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $56.66万 | 0.12% | 982 | 42 | 4.5% | $2.42万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $55.92万 | 0.12% | 22,280 | 22,280 | — | $55.92万 | 新建仓 |
| DIS | DISNEY WALT CO | $55.91万 | 0.12% | 5,801 | 166 | 2.9% | $1.60万 | 加仓 |
| GOOG | ALPHABET INC | $55.39万 | 0.12% | 1,931 | 5 | 0.3% | $1,434 | 加仓 |
| ACWV | ISHARES INC | $53.68万 | 0.12% | 4,491 | 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 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $50.57万 | 0.11% | 24,763 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $48.92万 | 0.11% | 6,432 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $47.83万 | 0.10% | 5,407 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $46.57万 | 0.10% | 2,414 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $46.33万 | 0.10% | 465 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.44万 | 0.10% | 1,833 | 45 | 2.5% | $1.09万 | 加仓 |
| NUE | NUCOR CORP | $43.97万 | 0.10% | 2,600 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $42.59万 | 0.09% | 3,371 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $42.55万 | 0.09% | 4,400 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $42.49万 | 0.09% | 4,650 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $41.05万 | 0.09% | 828 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $40.01万 | 0.09% | 3,897 | 623 | 19.0% | $6.40万 | 加仓 |
| DSI | ISHARES TR | $39.67万 | 0.09% | 3,273 | 7 | 0.2% | $848 | 加仓 |
| FISV | FISERV INC | $39.56万 | 0.09% | 7,089 | -712 | -9.1% | -$3.97万 | 减仓 |
| MLRG | ISHARES TR | $39.54万 | 0.09% | 4,400 | 6 | 0.1% | $539 | 加仓 |
| USB | US BANCORP | $38.97万 | 0.09% | 7,492 | 35 | 0.5% | $1,820 | 加仓 |
| MGK | VANGUARD WORLD FD | $38.91万 | 0.09% | 1,059 | 181 | 20.6% | $6.65万 | 加仓 |
| ACWX | ISHARES TR | $38.75万 | 0.09% | 5,660 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $38.70万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $38.11万 | 0.08% | 1,343 | 500 | 59.3% | $14.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $38.03万 | 0.08% | 4,314 | 4,314 | — | $38.03万 | 新建仓 |
| LLY | ELI LILLY & CO | $36.79万 | 0.08% | 400 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $36.58万 | 0.08% | 15,483 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $35.21万 | 0.08% | 1,702 | 138 | 8.8% | $2.85万 | 加仓 |
| WMT | WALMART INC | $35.11万 | 0.08% | 2,825 | 1 | 0.0% | $124 | 加仓 |
| ETN | EATON CORP PLC | $34.55万 | 0.08% | 966 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.37万 | 0.08% | 1,598 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $34.32万 | 0.08% | 3,021 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $34.25万 | 0.08% | 4,442 | 518 | 13.2% | $3.99万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $33.24万 | 0.07% | 550 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $32.98万 | 0.07% | 1,091 | 223 | 25.7% | $6.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $31.02万 | 0.07% | 1,876 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $28.27万 | 0.06% | 25,987 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $28.22万 | 0.06% | 2,191 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $28.04万 | 0.06% | 2,907 | 2,907 | — | $28.04万 | 新建仓 |