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 |
|---|---|---|---|---|---|---|---|---|
| PBR | PETROLEO BRASILEIRO S A | $60.60万 | 0.15% | 37,500 | -2,500 | -6.2% | -$4.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $59.55万 | 0.14% | 6,454 | 5 | 0.1% | $461 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $58.16万 | 0.14% | 3,215 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $56.91万 | 0.14% | 5,513 | -286 | -4.9% | -$2.95万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $56.58万 | 0.14% | 16,700 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $55.63万 | 0.13% | 8,372 | 140 | 1.7% | $9,303 | 加仓 |
| KO | COCA COLA CO | $55.48万 | 0.13% | 6,827 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $55.02万 | 0.13% | 2,264 | -109 | -4.6% | -$2.65万 | 减仓 |
| GSK | GSK PLC | $54.94万 | 0.13% | 10,481 | -256 | -2.4% | -$1.34万 | 减仓 |
| BP | BP PLC | $54.69万 | 0.13% | 14,800 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $54.47万 | 0.13% | 4,809 | 1 | 0.0% | $113 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.38万 | 0.13% | 3,708 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $51.88万 | 0.12% | 3,204 | -1 | -0.0% | -$162 | 减仓 |
| GLD | SPDR GOLD TR | $50.65万 | 0.12% | 1,375 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $50.55万 | 0.12% | 4,583 | -12 | -0.3% | -$1,324 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $50.11万 | 0.12% | 9,678 | 21 | 0.2% | $1,087 | 加仓 |
| IWM | ISHARES TR | $47.17万 | 0.11% | 1,570 | -25 | -1.6% | -$7,512 | 减仓 |
| EFA | ISHARES TR | $47.00万 | 0.11% | 4,524 | 4 | 0.1% | $416 | 加仓 |
| SPMD | SPDR SERIES TRUST | $44.64万 | 0.11% | 6,607 | -1,282 | -16.3% | -$8.66万 | 减仓 |
| SOLV | SOLVENTUM CORP | $42.63万 | 0.10% | 5,525 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $42.60万 | 0.10% | 6,931 | 6,931 | — | $42.60万 | 新建仓 |
| — | PGIM ETF TR | $42.13万 | 0.10% | 8,248 | 183 | 2.3% | $9,348 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $42.12万 | 0.10% | 3,808 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $41.18万 | 0.10% | 9,410 | -134 | -1.4% | -$5,864 | 减仓 |
| IEFA | ISHARES TR | $37.95万 | 0.09% | 3,929 | 32 | 0.8% | $3,091 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $36.46万 | 0.09% | 1,914 | 275 | 16.8% | $5.24万 | 加仓 |
| MO | ALTRIA GROUP INC | $33.88万 | 0.08% | 4,709 | 1,065 | 29.2% | $7.66万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $33.13万 | 0.08% | 3,436 | 74 | 2.2% | $7,135 | 加仓 |
| — | ALPS ETF TR | $32.54万 | 0.08% | 12,496 | 166 | 1.3% | $4,323 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $31.24万 | 0.07% | 2,468 | 552 | 28.8% | $6.99万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $27.91万 | 0.07% | 2,558 | -176 | -6.4% | -$1.92万 | 减仓 |
| AOR | ISHARES TR | $26.76万 | 0.06% | 3,850 | 355 | 10.2% | $2.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $26.45万 | 0.06% | 515 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $26.13万 | 0.06% | 1,783 | -582 | -24.6% | -$8.53万 | 减仓 |
| VV | VANGUARD INDEX FDS | $26.01万 | 0.06% | 756 | -58 | -7.1% | -$2.00万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $25.55万 | 0.06% | 3,384 | 81 | 2.5% | $6,116 | 加仓 |
| AOA | ISHARES TR | $25.46万 | 0.06% | 2,609 | -121 | -4.4% | -$1.18万 | 减仓 |
| — | T ROWE PRICE EXCHANGE-TRADED | $25.17万 | 0.06% | 4,909 | -96 | -1.9% | -$4,922 | 减仓 |
| PEP | PEPSICO INC | $24.49万 | 0.06% | 1,809 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $24.41万 | 0.06% | 3,221 | 15 | 0.5% | $1,137 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $24.41万 | 0.06% | 4,820 | 58 | 1.2% | $2,937 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $23.75万 | 0.06% | 5,500 | 0 | 0.0% | — | 不变 |
| — | JOHN HANCOCK EXCHANGE TRADED | $23.22万 | 0.06% | 8,821 | 2 | 0.0% | $53 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.36万 | 0.05% | 8,072 | 8,072 | — | $22.36万 | 新建仓 |
| IJS | ISHARES TR | $22.32万 | 0.05% | 1,633 | -58 | -3.4% | -$7,929 | 减仓 |
| LLY | ELI LILLY & CO | $22.19万 | 0.05% | 185 | 185 | — | $22.19万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $21.80万 | 0.05% | 4,529 | -93 | -2.0% | -$4,475 | 减仓 |
| CAG | CONAGRA BRANDS INC | $21.57万 | 0.05% | 16,028 | 8 | 0.0% | $108 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $21.22万 | 0.05% | 4,376 | 28 | 0.6% | $1,358 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.03万 | 0.05% | 2,591 | 4 | 0.2% | $325 | 加仓 |
| MOAT | VANECK ETF TRUST | $20.92万 | 0.05% | 2,012 | -27 | -1.3% | -$2,807 | 重新持有 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -37,583 | -100.0% | -$49.50万 | 清仓 |