Landmark Wealth Management, LLC
MELVILLE NY · SEC CIK 0001728778
$4.18亿2026Q2 申报市值
151持仓数
45.4%前十大占比 · 第一大 15.6%
3 / 1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
NOBL 加仓+$111.24万
JCPB 加仓+$97.33万
TOTR 加仓+$77.50万
CGCP 加仓+$66.06万
FIXD 加仓+$64.01万
2026Q2 卖出最多 按季末市值估算
VFLO 减仓-$86.20万
QQQM 减仓-$51.32万
FLG 清仓-$49.50万
VOO 减仓-$30.29万
JPM 减仓-$21.57万
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 |
|---|---|---|---|---|---|---|---|---|
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -37,583 | -100.0% | -$49.50万 | 清仓 |
| MOAT | VANECK ETF TRUST | $20.92万 | 0.05% | 2,012 | -27 | -1.3% | -$2,807 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.03万 | 0.05% | 2,591 | 4 | 0.2% | $325 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $21.22万 | 0.05% | 4,376 | 28 | 0.6% | $1,358 | 加仓 |
| CAG | CONAGRA BRANDS INC | $21.57万 | 0.05% | 16,028 | 8 | 0.0% | $108 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $21.80万 | 0.05% | 4,529 | -93 | -2.0% | -$4,475 | 减仓 |
| LLY | ELI LILLY & CO | $22.19万 | 0.05% | 185 | 185 | — | $22.19万 | 新建仓 |
| IJS | ISHARES TR | $22.32万 | 0.05% | 1,633 | -58 | -3.4% | -$7,929 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.36万 | 0.05% | 8,072 | 8,072 | — | $22.36万 | 新建仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $23.22万 | 0.06% | 8,821 | 2 | 0.0% | $53 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $23.75万 | 0.06% | 5,500 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $24.41万 | 0.06% | 4,820 | 58 | 1.2% | $2,937 | 加仓 |
| DGRO | ISHARES TR | $24.41万 | 0.06% | 3,221 | 15 | 0.5% | $1,137 | 加仓 |
| PEP | PEPSICO INC | $24.49万 | 0.06% | 1,809 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE EXCHANGE-TRADED | $25.17万 | 0.06% | 4,909 | -96 | -1.9% | -$4,922 | 减仓 |
| AOA | ISHARES TR | $25.46万 | 0.06% | 2,609 | -121 | -4.4% | -$1.18万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $25.55万 | 0.06% | 3,384 | 81 | 2.5% | $6,116 | 加仓 |
| VV | VANGUARD INDEX FDS | $26.01万 | 0.06% | 756 | -58 | -7.1% | -$2.00万 | 减仓 |
| ORCL | ORACLE CORP | $26.13万 | 0.06% | 1,783 | -582 | -24.6% | -$8.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.45万 | 0.06% | 515 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $26.76万 | 0.06% | 3,850 | 355 | 10.2% | $2.47万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $27.91万 | 0.07% | 2,558 | -176 | -6.4% | -$1.92万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $31.24万 | 0.07% | 2,468 | 552 | 28.8% | $6.99万 | 加仓 |
| — | ALPS ETF TR | $32.54万 | 0.08% | 12,496 | 166 | 1.3% | $4,323 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $33.13万 | 0.08% | 3,436 | 74 | 2.2% | $7,135 | 加仓 |
| MO | ALTRIA GROUP INC | $33.88万 | 0.08% | 4,709 | 1,065 | 29.2% | $7.66万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $36.46万 | 0.09% | 1,914 | 275 | 16.8% | $5.24万 | 加仓 |
| IEFA | ISHARES TR | $37.95万 | 0.09% | 3,929 | 32 | 0.8% | $3,091 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $41.18万 | 0.10% | 9,410 | -134 | -1.4% | -$5,864 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $42.12万 | 0.10% | 3,808 | 0 | 0.0% | — | 不变 |
| — | PGIM ETF TR | $42.13万 | 0.10% | 8,248 | 183 | 2.3% | $9,348 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $42.60万 | 0.10% | 6,931 | 6,931 | — | $42.60万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $42.63万 | 0.10% | 5,525 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $44.64万 | 0.11% | 6,607 | -1,282 | -16.3% | -$8.66万 | 减仓 |
| EFA | ISHARES TR | $47.00万 | 0.11% | 4,524 | 4 | 0.1% | $416 | 加仓 |
| IWM | ISHARES TR | $47.17万 | 0.11% | 1,570 | -25 | -1.6% | -$7,512 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $50.11万 | 0.12% | 9,678 | 21 | 0.2% | $1,087 | 加仓 |
| IWR | ISHARES TR | $50.55万 | 0.12% | 4,583 | -12 | -0.3% | -$1,324 | 减仓 |
| GLD | SPDR GOLD TR | $50.65万 | 0.12% | 1,375 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $51.88万 | 0.12% | 3,204 | -1 | -0.0% | -$162 | 减仓 |
| PG | PROCTER & GAMBLE CO | $54.38万 | 0.13% | 3,708 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $54.47万 | 0.13% | 4,809 | 1 | 0.0% | $113 | 加仓 |
| BP | BP PLC | $54.69万 | 0.13% | 14,800 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $54.94万 | 0.13% | 10,481 | -256 | -2.4% | -$1.34万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $55.02万 | 0.13% | 2,264 | -109 | -4.6% | -$2.65万 | 减仓 |
| KO | COCA COLA CO | $55.48万 | 0.13% | 6,827 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $55.63万 | 0.13% | 8,372 | 140 | 1.7% | $9,303 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $56.58万 | 0.14% | 16,700 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $56.91万 | 0.14% | 5,513 | -286 | -4.9% | -$2.95万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $58.16万 | 0.14% | 3,215 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $59.55万 | 0.14% | 6,454 | 5 | 0.1% | $461 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $60.60万 | 0.15% | 37,500 | -2,500 | -6.2% | -$4.04万 | 减仓 |
| SLB | SLB LIMITED | $60.95万 | 0.15% | 13,111 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $60.98万 | 0.15% | 10,797 | 3,354 | 45.1% | $18.94万 | 加仓 |
| GOOGL | ALPHABET INC | $61.34万 | 0.15% | 1,716 | -65 | -3.6% | -$2.32万 | 减仓 |
| VSDA | VICTORY PORTFOLIOS II | $62.79万 | 0.15% | 10,793 | 582 | 5.7% | $3.39万 | 加仓 |
| AMGN | AMGEN INC | $64.46万 | 0.15% | 1,780 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $66.05万 | 0.16% | 6,901 | 929 | 15.6% | $8.89万 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $68.75万 | 0.16% | 27,293 | -153 | -0.6% | -$3,854 | 减仓 |
| T | AT&T INC | $69.34万 | 0.17% | 33,498 | 37 | 0.1% | $766 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $71.12万 | 0.17% | 29,376 | 546 | 1.9% | $1.32万 | 加仓 |
| AMZN | AMAZON COM INC | $71.17万 | 0.17% | 2,986 | 27 | 0.9% | $6,435 | 加仓 |
| IWF | ISHARES TR | $73.12万 | 0.17% | 5,889 | 1 | 0.0% | $124 | 加仓 |
| PFE | PFIZER INC | $75.44万 | 0.18% | 31,328 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $76.03万 | 0.18% | 6,018 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $77.54万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $77.83万 | 0.19% | 2,203 | 90 | 4.3% | $3.18万 | 加仓 |
| BA | BOEING CO | $79.08万 | 0.19% | 3,653 | 2 | 0.1% | $433 | 加仓 |
| — | AMERICAN CENTY ETF TR | $80.56万 | 0.19% | 17,293 | 112 | 0.7% | $5,217 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $81.87万 | 0.20% | 3,224 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $83.11万 | 0.20% | 14,424 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $84.65万 | 0.20% | 2,840 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $85.26万 | 0.20% | 2,485 | 9 | 0.4% | $3,088 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $86.84万 | 0.21% | 1,704 | 0 | 0.0% | — | 不变 |
| GMUB | GOLDMAN SACHS ETF TR | $89.30万 | 0.21% | 17,361 | 3,109 | 21.8% | $15.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $95.60万 | 0.23% | 4,778 | -997 | -17.3% | -$19.95万 | 减仓 |
| WFC | WELLS FARGO & CO | $96.09万 | 0.23% | 11,627 | 6 | 0.1% | $496 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $98.58万 | 0.24% | 13,027 | 295 | 2.3% | $2.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.73万 | 0.25% | 2,053 | 5 | 0.2% | $2,502 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $103.51万 | 0.25% | 35,172 | 737 | 2.1% | $2.17万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $104.38万 | 0.25% | 20,305 | 43 | 0.2% | $2,210 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $105.31万 | 0.25% | 1,410 | -7 | -0.5% | -$5,228 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $110.10万 | 0.26% | 15,010 | 3,000 | 25.0% | $22.01万 | 加仓 |
| — | NUSHARES ETF TR | $115.39万 | 0.28% | 45,745 | 1,003 | 2.2% | $2.53万 | 加仓 |
| HD | HOME DEPOT INC | $116.03万 | 0.28% | 3,290 | -13 | -0.4% | -$4,585 | 减仓 |
| CAT | CATERPILLAR INC | $116.09万 | 0.28% | 1,090 | -5 | -0.5% | -$5,325 | 减仓 |
| EMR | EMERSON ELEC CO | $118.84万 | 0.28% | 8,302 | 1,500 | 22.1% | $21.47万 | 加仓 |
| MINO | PIMCO ETF TR | $119.41万 | 0.29% | 26,094 | -278 | -1.1% | -$1.27万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $121.07万 | 0.29% | 49,926 | 20 | 0.0% | $485 | 加仓 |
| BCS | BARCLAYS PLC | $128.66万 | 0.31% | 47,900 | 5,200 | 12.2% | $13.97万 | 加仓 |
| NOK | NOKIA CORP | $132.80万 | 0.32% | 100,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $135.05万 | 0.32% | 4,455 | 15 | 0.3% | $4,547 | 加仓 |
| — | EXXON MOBIL CORP | $135.69万 | 0.32% | 9,924 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $137.05万 | 0.33% | 5,446 | -1 | -0.0% | -$252 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $151.88万 | 0.36% | 60,340 | 6,742 | 12.6% | $16.97万 | 加仓 |
| — | SSGA ACTIVE TR | $153.85万 | 0.37% | 56,273 | -364 | -0.6% | -$9,952 | 减仓 |
| GE | GE AEROSPACE | $157.75万 | 0.38% | 4,221 | 2 | 0.0% | $747 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $158.68万 | 0.38% | 20,769 | 5,936 | 40.0% | $45.35万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $160.44万 | 0.38% | 25,512 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $160.64万 | 0.38% | 2,181 | 78 | 3.7% | $5.75万 | 加仓 |