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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $27.25万 | 0.06% | 3,794 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $26.95万 | 0.06% | 617 | -188 | -23.4% | -$8.21万 | 减仓 |
| CSCO | CISCO SYS INC | $26.66万 | 0.06% | 3,436 | 2 | 0.1% | $155 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.51万 | 0.06% | 5,281 | 392 | 8.0% | $1.97万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $26.10万 | 0.06% | 62 | 62 | — | $26.10万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $25.96万 | 0.06% | 1,918 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $25.44万 | 0.06% | 1,546 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $25.34万 | 0.06% | 9,791 | 9,791 | — | $25.34万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $24.39万 | 0.05% | 1,337 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $24.33万 | 0.05% | 1,169 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $24.25万 | 0.05% | 5,169 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $23.81万 | 0.05% | 2,142 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $23.75万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $23.66万 | 0.05% | 6,996 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.63万 | 0.05% | 1,965 | 7 | 0.4% | $842 | 加仓 |
| FEOE | RBB FUND TRUST | $23.46万 | 0.05% | 4,650 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $23.22万 | 0.05% | 3,500 | 3,500 | — | $23.22万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $23.18万 | 0.05% | 7,600 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $23.16万 | 0.05% | 1,674 | 255 | 18.0% | $3.53万 | 加仓 |
| UNP | UNION PAC CORP | $22.85万 | 0.05% | 942 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $22.33万 | 0.05% | 2,620 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $22.11万 | 0.05% | 2,457 | 2,457 | — | $22.11万 | 新建仓 |
| PEP | PEPSICO INC | $21.78万 | 0.05% | 1,402 | -56 | -3.8% | -$8,699 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $21.52万 | 0.05% | 3,660 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $21.48万 | 0.05% | 1,811 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $20.81万 | 0.05% | 1,433 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $20.24万 | 0.04% | 376 | 376 | — | $20.24万 | 新建仓 |
| DE | DEERE & CO | $20.22万 | 0.04% | 359 | 359 | — | $20.22万 | 新建仓 |
| AN | AUTONATION INC | $20.11万 | 0.04% | 1,030 | 0 | 0.0% | — | 不变 |
| — | XTI AEROSPACE INC | $3.83万 | 0.01% | 18,500 | 18,500 | — | $3.83万 | 新建仓 |
| 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 |