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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $59.16万 | 0.16% | 1,375 | 1,375 | — | $59.16万 | 新建仓 |
| SO | SOUTHERN CO | $57.64万 | 0.15% | 5,972 | 5,972 | — | $57.64万 | 新建仓 |
| VSDA | VICTORY PORTFOLIOS II | $55.65万 | 0.15% | 10,211 | 3,339 | 48.6% | $18.20万 | 加仓 |
| TXN | TEXAS INSTRS INC | $55.14万 | 0.15% | 2,840 | 2,840 | — | $55.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $53.56万 | 0.14% | 3,708 | 3,708 | — | $53.56万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $53.16万 | 0.14% | 3,215 | 3,215 | — | $53.16万 | 新建仓 |
| KO | COCA COLA CO | $51.92万 | 0.14% | 6,827 | 6,827 | — | $51.92万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $51.56万 | 0.14% | 2,373 | 28 | 1.2% | $6,084 | 加仓 |
| GOOGL | ALPHABET INC | $51.22万 | 0.14% | 1,781 | 192 | 12.1% | $5.52万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $50.30万 | 0.13% | 16,700 | 16,700 | — | $50.30万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $49.50万 | 0.13% | 37,583 | 37,583 | — | $49.50万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $49.24万 | 0.13% | 5,799 | 356 | 6.5% | $3.02万 | 加仓 |
| USRT | ISHARES TR | $48.73万 | 0.13% | 8,232 | 1,335 | 19.4% | $7.90万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $46.72万 | 0.13% | 7,889 | 260 | 3.4% | $1.54万 | 加仓 |
| MMM | 3M CO | $46.55万 | 0.12% | 3,205 | 3,205 | — | $46.55万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $45.30万 | 0.12% | 9,657 | 1,293 | 15.5% | $6.07万 | 加仓 |
| IWR | ISHARES TR | $44.68万 | 0.12% | 4,595 | 698 | 17.9% | $6.79万 | 加仓 |
| EFA | ISHARES TR | $43.90万 | 0.12% | 4,520 | -114 | -2.5% | -$1.11万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $43.09万 | 0.12% | 3,808 | 7 | 0.2% | $792 | 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 |
| — | PGIM ETF TR | $40.73万 | 0.11% | 8,065 | 2,496 | 44.8% | $12.60万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $40.31万 | 0.11% | 9,544 | -397 | -4.0% | -$1.68万 | 减仓 |
| IWM | ISHARES TR | $39.54万 | 0.11% | 1,595 | 639 | 66.8% | $15.84万 | 加仓 |
| SOLV | SOLVENTUM CORP | $36.08万 | 0.10% | 5,525 | 5,525 | — | $36.08万 | 新建仓 |
| IEFA | ISHARES TR | $35.28万 | 0.09% | 3,897 | 620 | 18.9% | $5.61万 | 加仓 |
| ORCL | ORACLE CORP | $34.80万 | 0.09% | 2,365 | 140 | 6.3% | $2.06万 | 加仓 |
| — | ALPS ETF TR | $31.85万 | 0.09% | 12,330 | 12,330 | — | $31.85万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $29.82万 | 0.08% | 3,362 | 399 | 13.5% | $3.54万 | 加仓 |
| PEP | PEPSICO INC | $28.09万 | 0.08% | 1,809 | 1,809 | — | $28.09万 | 新建仓 |
| NANR | SPDR INDEX SHS FDS | $27.74万 | 0.07% | 3,303 | 258 | 8.5% | $2.17万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $25.86万 | 0.07% | 2,734 | 341 | 14.2% | $3.23万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $25.73万 | 0.07% | 515 | 14 | 2.8% | $6,995 | 加仓 |
| — | T ROWE PRICE ETF INC | $25.39万 | 0.07% | 5,005 | 5,005 | — | $25.39万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $25.18万 | 0.07% | 16,020 | 16,020 | — | $25.18万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $25.09万 | 0.07% | 1,916 | 1,916 | — | $25.09万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $24.33万 | 0.07% | 814 | 814 | — | $24.33万 | 新建仓 |
| AOA | ISHARES TR | $24.16万 | 0.06% | 2,730 | 2,730 | — | $24.16万 | 新建仓 |
| MO | ALTRIA GROUP INC | $24.05万 | 0.06% | 3,644 | 3,644 | — | $24.05万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $23.73万 | 0.06% | 4,762 | 428 | 9.9% | $2.13万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $23.24万 | 0.06% | 5,500 | 5,500 | — | $23.24万 | 新建仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $22.89万 | 0.06% | 8,819 | 496 | 6.0% | $1.29万 | 加仓 |
| DGRO | ISHARES TR | $22.50万 | 0.06% | 3,206 | 15 | 0.5% | $1,053 | 加仓 |
| AOR | ISHARES TR | $22.49万 | 0.06% | 3,495 | 3,495 | — | $22.49万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $21.78万 | 0.06% | 1,639 | 1,639 | — | $21.78万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $21.60万 | 0.06% | 4,622 | 4,622 | — | $21.60万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.94万 | 0.06% | 2,587 | 2,587 | — | $20.94万 | 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 |
| IJS | ISHARES TR | $20.03万 | 0.05% | 1,691 | 1,691 | — | $20.03万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |