Landmark Wealth Management, LLC
MELVILLE NY · SEC CIK 0001728778
$3.73亿2026Q1 申报市值
148持仓数
45.3%前十大占比 · 第一大 15.3%
60 / 0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
VOO 加仓+$1,336.42万
HFXI 加仓+$374.21万
VFLO 加仓+$343.79万
NOBL 加仓+$304.71万
BAC 新建仓+$269.05万
2026Q1 卖出最多 按季末市值估算
FMHI 减仓-$4.22万
GWX 减仓-$1.68万
EFA 减仓-$1.11万
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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJS | ISHARES TR | $20.03万 | 0.05% | 1,691 | 1,691 | — | $20.03万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $20.67万 | 0.06% | 4,348 | -887 | -16.9% | -$4.22万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.94万 | 0.06% | 2,587 | 2,587 | — | $20.94万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $21.60万 | 0.06% | 4,622 | 4,622 | — | $21.60万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $21.78万 | 0.06% | 1,639 | 1,639 | — | $21.78万 | 新建仓 |
| AOR | ISHARES TR | $22.49万 | 0.06% | 3,495 | 3,495 | — | $22.49万 | 新建仓 |
| DGRO | ISHARES TR | $22.50万 | 0.06% | 3,206 | 15 | 0.5% | $1,053 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $22.89万 | 0.06% | 8,819 | 496 | 6.0% | $1.29万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $23.24万 | 0.06% | 5,500 | 5,500 | — | $23.24万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $23.73万 | 0.06% | 4,762 | 428 | 9.9% | $2.13万 | 加仓 |
| MO | ALTRIA GROUP INC | $24.05万 | 0.06% | 3,644 | 3,644 | — | $24.05万 | 新建仓 |
| AOA | ISHARES TR | $24.16万 | 0.06% | 2,730 | 2,730 | — | $24.16万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $24.33万 | 0.07% | 814 | 814 | — | $24.33万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $25.09万 | 0.07% | 1,916 | 1,916 | — | $25.09万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $25.18万 | 0.07% | 16,020 | 16,020 | — | $25.18万 | 新建仓 |
| — | T ROWE PRICE ETF INC | $25.39万 | 0.07% | 5,005 | 5,005 | — | $25.39万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $25.73万 | 0.07% | 515 | 14 | 2.8% | $6,995 | 加仓 |
| SLYV | SPDR SERIES TRUST | $25.86万 | 0.07% | 2,734 | 341 | 14.2% | $3.23万 | 重新持有 |
| NANR | SPDR INDEX SHS FDS | $27.74万 | 0.07% | 3,303 | 258 | 8.5% | $2.17万 | 加仓 |
| PEP | PEPSICO INC | $28.09万 | 0.08% | 1,809 | 1,809 | — | $28.09万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $29.82万 | 0.08% | 3,362 | 399 | 13.5% | $3.54万 | 加仓 |
| — | ALPS ETF TR | $31.85万 | 0.09% | 12,330 | 12,330 | — | $31.85万 | 新建仓 |
| ORCL | ORACLE CORP | $34.80万 | 0.09% | 2,365 | 140 | 6.3% | $2.06万 | 加仓 |
| IEFA | ISHARES TR | $35.28万 | 0.09% | 3,897 | 620 | 18.9% | $5.61万 | 加仓 |
| SOLV | SOLVENTUM CORP | $36.08万 | 0.10% | 5,525 | 5,525 | — | $36.08万 | 新建仓 |
| IWM | ISHARES TR | $39.54万 | 0.11% | 1,595 | 639 | 66.8% | $15.84万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $40.31万 | 0.11% | 9,544 | -397 | -4.0% | -$1.68万 | 减仓 |
| — | PGIM ETF TR | $40.73万 | 0.11% | 8,065 | 2,496 | 44.8% | $12.60万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.19万 | 0.11% | 7,443 | 3,004 | 67.7% | $17.03万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $43.09万 | 0.12% | 3,808 | 7 | 0.2% | $792 | 加仓 |
| EFA | ISHARES TR | $43.90万 | 0.12% | 4,520 | -114 | -2.5% | -$1.11万 | 减仓 |
| IWR | ISHARES TR | $44.68万 | 0.12% | 4,595 | 698 | 17.9% | $6.79万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $45.30万 | 0.12% | 9,657 | 1,293 | 15.5% | $6.07万 | 加仓 |
| MMM | 3M CO | $46.55万 | 0.12% | 3,205 | 3,205 | — | $46.55万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $46.72万 | 0.13% | 7,889 | 260 | 3.4% | $1.54万 | 加仓 |
| USRT | ISHARES TR | $48.73万 | 0.13% | 8,232 | 1,335 | 19.4% | $7.90万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $49.24万 | 0.13% | 5,799 | 356 | 6.5% | $3.02万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $49.50万 | 0.13% | 37,583 | 37,583 | — | $49.50万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $50.30万 | 0.13% | 16,700 | 16,700 | — | $50.30万 | 新建仓 |
| GOOGL | ALPHABET INC | $51.22万 | 0.14% | 1,781 | 192 | 12.1% | $5.52万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $51.56万 | 0.14% | 2,373 | 28 | 1.2% | $6,084 | 加仓 |
| KO | COCA COLA CO | $51.92万 | 0.14% | 6,827 | 6,827 | — | $51.92万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $53.16万 | 0.14% | 3,215 | 3,215 | — | $53.16万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $53.56万 | 0.14% | 3,708 | 3,708 | — | $53.56万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $55.14万 | 0.15% | 2,840 | 2,840 | — | $55.14万 | 新建仓 |
| VSDA | VICTORY PORTFOLIOS II | $55.65万 | 0.15% | 10,211 | 3,339 | 48.6% | $18.20万 | 加仓 |
| SO | SOUTHERN CO | $57.64万 | 0.15% | 5,972 | 5,972 | — | $57.64万 | 新建仓 |
| GLD | SPDR GOLD TR | $59.16万 | 0.16% | 1,375 | 1,375 | — | $59.16万 | 新建仓 |
| GSK | GSK PLC | $59.26万 | 0.16% | 10,737 | 10,737 | — | $59.26万 | 新建仓 |
| WMT | WALMART INC | $59.76万 | 0.16% | 4,808 | 4,808 | — | $59.76万 | 新建仓 |
| GOOG | ALPHABET INC | $60.60万 | 0.16% | 2,113 | 1,293 | 157.7% | $37.08万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $60.61万 | 0.16% | 6,449 | 6,449 | — | $60.61万 | 新建仓 |
| AMZN | AMAZON COM INC | $61.63万 | 0.17% | 2,959 | 254 | 9.4% | $5.29万 | 加仓 |
| AMGN | AMGEN INC | $62.63万 | 0.17% | 1,780 | 1,780 | — | $62.63万 | 新建仓 |
| IWF | ISHARES TR | $62.78万 | 0.17% | 1,472 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $67.38万 | 0.18% | 13,111 | 13,111 | — | $67.38万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $67.63万 | 0.18% | 12,010 | 12,010 | — | $67.63万 | 新建仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $68.22万 | 0.18% | 27,446 | 8,700 | 46.4% | $21.62万 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $68.36万 | 0.18% | 28,830 | 8,226 | 39.9% | $19.50万 | 加仓 |
| BP | BP PLC | $69.56万 | 0.19% | 14,800 | 14,800 | — | $69.56万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $72.61万 | 0.19% | 14,252 | 3,348 | 30.7% | $17.06万 | 加仓 |
| BA | BOEING CO | $72.67万 | 0.19% | 3,651 | 3,651 | — | $72.67万 | 新建仓 |
| V | VISA INC | $74.83万 | 0.20% | 2,476 | 2,476 | — | $74.83万 | 新建仓 |
| CAT | CATERPILLAR INC | $77.59万 | 0.21% | 1,095 | 1,095 | — | $77.59万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $78.68万 | 0.21% | 17,181 | 108 | 0.6% | $4,946 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $78.80万 | 0.21% | 3,224 | 3,224 | — | $78.80万 | 新建仓 |
| NOK | NOKIA CORP | $80.40万 | 0.22% | 100,000 | 100,000 | — | $80.40万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $83.00万 | 0.22% | 40,000 | 40,000 | — | $83.00万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $83.87万 | 0.22% | 6,018 | 6,018 | — | $83.87万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $87.48万 | 0.23% | 14,424 | 14,424 | — | $87.48万 | 新建仓 |
| PFE | PFIZER INC | $87.97万 | 0.24% | 31,328 | 31,328 | — | $87.97万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $88.29万 | 0.24% | 34,435 | 11,349 | 49.2% | $29.10万 | 加仓 |
| EMR | EMERSON ELEC CO | $89.12万 | 0.24% | 6,802 | 6,802 | — | $89.12万 | 新建仓 |
| BCS | BARCLAYS PLC | $90.35万 | 0.24% | 42,700 | 42,700 | — | $90.35万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.18万 | 0.25% | 1,417 | 661 | 87.4% | $43.00万 | 加仓 |
| WFC | WELLS FARGO & CO | $92.52万 | 0.25% | 11,621 | 11,621 | — | $92.52万 | 新建仓 |
| SHEL | SHELL PLC | $93.00万 | 0.25% | 10,000 | 10,000 | — | $93.00万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $96.32万 | 0.26% | 12,732 | 8,112 | 175.6% | $61.37万 | 加仓 |
| T | AT&T INC | $97.00万 | 0.26% | 33,461 | 33,461 | — | $97.00万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $98.14万 | 0.26% | 2,048 | 1,424 | 228.2% | $68.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $100.72万 | 0.27% | 5,775 | 2,269 | 64.7% | $39.57万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $102.53万 | 0.27% | 20,262 | 7,569 | 59.6% | $38.30万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $103.02万 | 0.28% | 1,704 | 1,704 | — | $103.02万 | 新建仓 |
| INTC | INTEL CORP | $106.09万 | 0.28% | 24,040 | 24,040 | — | $106.09万 | 新建仓 |
| HD | HOME DEPOT INC | $108.63万 | 0.29% | 3,303 | 3,303 | — | $108.63万 | 新建仓 |
| RTX | RTX CORPORATION | $111.45万 | 0.30% | 5,777 | 5,777 | — | $111.45万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $111.47万 | 0.30% | 14,833 | 8,428 | 131.6% | $63.34万 | 加仓 |
| — | NUSHARES ETF TR | $111.63万 | 0.30% | 44,742 | 15,940 | 55.3% | $39.77万 | 加仓 |
| VB | VANGUARD INDEX FDS | $116.30万 | 0.31% | 4,440 | 331 | 8.1% | $8.67万 | 加仓 |
| ABBV | ABBVIE INC | $118.48万 | 0.32% | 5,447 | 5,447 | — | $118.48万 | 新建仓 |
| MINO | PIMCO ETF TR | $119.12万 | 0.32% | 26,372 | 5,861 | 28.6% | $26.47万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $119.33万 | 0.32% | 49,906 | 8,198 | 19.7% | $19.60万 | 加仓 |
| GE | GE AEROSPACE | $119.72万 | 0.32% | 4,219 | 4,219 | — | $119.72万 | 新建仓 |
| CSCO | CISCO SYS INC | $121.22万 | 0.32% | 15,623 | 15,623 | — | $121.22万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $121.41万 | 0.33% | 2,103 | 199 | 10.5% | $11.49万 | 加仓 |
| GEV | GE VERNOVA INC | $124.82万 | 0.33% | 1,430 | 1,430 | — | $124.82万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $132.87万 | 0.36% | 53,598 | 18,661 | 53.4% | $46.26万 | 加仓 |
| F | FORD MTR CO | $139.09万 | 0.37% | 120,527 | 120,527 | — | $139.09万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $149.96万 | 0.40% | 25,512 | 25,512 | — | $149.96万 | 新建仓 |