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 |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $36.83万 | 0.07% | 4,407 | 4,407 | — | $36.83万 | 新建仓 |
| WMT | WALMART INC | $35.12万 | 0.06% | 3,101 | 276 | 9.8% | $3.13万 | 加仓 |
| LLY | ELI LILLY & CO | $33.34万 | 0.06% | 278 | -122 | -30.5% | -$14.63万 | 减仓 |
| MRK | MERCK & CO INC | $33.21万 | 0.06% | 2,584 | 619 | 31.5% | $7.95万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $32.65万 | 0.06% | 641 | 641 | — | $32.65万 | 新建仓 |
| IAU | ISHARES GOLD TR | $32.58万 | 0.06% | 4,314 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $32.32万 | 0.06% | 1,546 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $32.02万 | 0.06% | 739 | 739 | — | $32.02万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $31.91万 | 0.06% | 2,907 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $31.89万 | 0.06% | 3,702 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $31.68万 | 0.06% | 6,459 | -630 | -8.9% | -$3.09万 | 减仓 |
| HD | HOME DEPOT INC | $30.93万 | 0.06% | 877 | 290 | 49.4% | $10.23万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.61万 | 0.06% | 1,367 | 457 | 50.2% | $10.23万 | 重新持有 |
| GEV | GE VERNOVA INC | $30.43万 | 0.06% | 259 | 259 | — | $30.43万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $28.86万 | 0.05% | 250 | 250 | — | $28.86万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.78万 | 0.05% | 1,169 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $28.21万 | 0.05% | 1,702 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $28.17万 | 0.05% | 25,987 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $27.97万 | 0.05% | 9,791 | 9,791 | — | $27.97万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $27.70万 | 0.05% | 3,022 | 402 | 15.3% | $3.69万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $27.63万 | 0.05% | 1,550 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $27.43万 | 0.05% | 2,142 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $27.16万 | 0.05% | 653 | 0 | 0.0% | — | 重新持有 |
| CMI | CUMMINS INC | $26.83万 | 0.05% | 376 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $26.82万 | 0.05% | 1,337 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $26.46万 | 0.05% | 7,600 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $26.31万 | 0.05% | 155 | 155 | — | $26.31万 | 新建仓 |
| ACWI | ISHARES TR | $26.28万 | 0.05% | 1,674 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $26.19万 | 0.05% | 1,811 | 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 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $25.73万 | 0.05% | 6,996 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $25.62万 | 0.05% | 942 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $25.41万 | 0.05% | 6,536 | 1,367 | 26.4% | $5.31万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $25.35万 | 0.05% | 1,068 | 1,068 | — | $25.35万 | 新建仓 |
| DE | DEERE & CO | $25.18万 | 0.05% | 397 | 38 | 10.6% | $2.41万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $24.48万 | 0.04% | 1,800 | 1,800 | — | $24.48万 | 新建仓 |
| ADBE | ADOBE INC | $23.52万 | 0.04% | 1,147 | 1,147 | — | $23.52万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $23.34万 | 0.04% | 2,053 | 0 | 0.0% | — | 重新持有 |
| MMM | 3M CO | $23.20万 | 0.04% | 1,433 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.05万 | 0.04% | 617 | -726 | -54.1% | -$27.12万 | 减仓 |
| DG | DOLLAR GEN CORP | $23.02万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $22.04万 | 0.04% | 1,018 | 1,018 | — | $22.04万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $21.38万 | 0.04% | 621 | 621 | — | $21.38万 | 新建仓 |
| PSA | PUBLIC STORAGE | $21.26万 | 0.04% | 668 | 668 | — | $21.26万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $21.20万 | 0.04% | 1,774 | 1,774 | — | $21.20万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.86万 | 0.04% | 4,927 | -354 | -6.7% | -$1.50万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $20.31万 | 0.04% | 2,467 | 2,467 | — | $20.31万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $20.23万 | 0.04% | 5,400 | 5,400 | — | $20.23万 | 新建仓 |
| — | XTI AEROSPACE INC | $3.35万 | 0.01% | 18,500 | 0 | 0.0% | — | 不变 |
| 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 |