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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,705.88万 | 15.28% | 95,488 | 22,365 | 30.6% | $1,336.42万 | 加仓 |
| NOBL | PROSHARES TR | $2,007.47万 | 5.38% | 189,366 | 28,743 | 17.9% | $304.71万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,779.39万 | 4.76% | 450,707 | 87,080 | 23.9% | $343.79万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $1,643.99万 | 4.40% | 489,573 | 111,438 | 29.5% | $374.21万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,106.14万 | 2.96% | 125,044 | 19,176 | 18.1% | $169.63万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,061.17万 | 2.84% | 225,397 | 47,101 | 26.4% | $221.75万 | 加仓 |
| IJR | ISHARES TR | $980.24万 | 2.62% | 78,855 | 14,755 | 23.0% | $183.42万 | 加仓 |
| TOTR | T ROWE PRICE ETF INC | $918.81万 | 2.46% | 228,105 | 46,463 | 25.6% | $187.15万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $900.30万 | 2.41% | 116,034 | 23,994 | 26.1% | $186.17万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $819.16万 | 2.19% | 187,923 | 36,348 | 24.0% | $158.44万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $812.99万 | 2.18% | 177,470 | 36,569 | 26.0% | $167.52万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $789.86万 | 2.12% | 173,139 | 40,057 | 30.1% | $182.74万 | 加仓 |
| IJH | ISHARES TR | $780.85万 | 2.09% | 115,630 | 22,196 | 23.8% | $149.89万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $756.04万 | 2.02% | 338,426 | 73,027 | 27.5% | $163.14万 | 加仓 |
| PYLD | PIMCO ETF TR | $710.19万 | 1.90% | 271,064 | 58,367 | 27.4% | $152.92万 | 加仓 |
| IVV | ISHARES TR | $657.34万 | 1.76% | 10,063 | 381 | 3.9% | $24.89万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $604.08万 | 1.62% | 111,763 | 21,598 | 24.0% | $116.74万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $508.11万 | 1.36% | 34,852 | 6,332 | 22.2% | $92.31万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $468.49万 | 1.25% | 186,163 | 40,084 | 27.4% | $100.87万 | 加仓 |
| SMDV | PROSHARES TR | $453.70万 | 1.21% | 65,954 | 13,562 | 25.9% | $93.29万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $448.45万 | 1.20% | 89,707 | 14,668 | 19.5% | $73.33万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $441.67万 | 1.18% | 18,587 | 4,713 | 34.0% | $111.99万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $402.71万 | 1.08% | 148,327 | 33,594 | 29.3% | $91.21万 | 加仓 |
| REGL | PROSHARES TR | $346.92万 | 0.93% | 40,148 | 8,245 | 25.8% | $71.24万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $336.76万 | 0.90% | 66,475 | 9,370 | 16.4% | $47.47万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $313.66万 | 0.84% | 71,842 | 8,232 | 12.9% | $35.94万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $303.13万 | 0.81% | 14,095 | 1,956 | 16.1% | $42.07万 | 加仓 |
| MUNI | PIMCO ETF TR | $297.17万 | 0.80% | 56,940 | 11,714 | 25.9% | $61.13万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $293.26万 | 0.79% | 64,240 | 4,759 | 8.0% | $21.72万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $288.83万 | 0.77% | 38,681 | 2,847 | 7.9% | $21.26万 | 加仓 |
| AAPL | APPLE INC | $279.54万 | 0.75% | 11,015 | 1,333 | 13.8% | $33.83万 | 加仓 |
| BAC | BANK AMERICA CORP | $269.05万 | 0.72% | 55,189 | 55,189 | — | $269.05万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $259.96万 | 0.70% | 51,941 | 9,749 | 23.1% | $48.79万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $251.02万 | 0.67% | 64,796 | 10,351 | 19.0% | $40.10万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $248.42万 | 0.67% | 115,596 | 20,956 | 22.1% | $45.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $237.43万 | 0.64% | 6,414 | 5,242 | 447.3% | $194.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $227.82万 | 0.61% | 7,745 | 7,745 | — | $227.82万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $227.41万 | 0.61% | 35,489 | 3,711 | 11.7% | $23.78万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $216.10万 | 0.58% | 89,649 | 25,436 | 39.6% | $61.31万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $210.06万 | 0.56% | 7,118 | 1,727 | 32.0% | $50.97万 | 加仓 |
| IWB | ISHARES TR | $182.59万 | 0.49% | 5,121 | 2,123 | 70.8% | $75.69万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $176.65万 | 0.47% | 36,855 | 5,251 | 16.6% | $25.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $169.57万 | 0.45% | 5,905 | 308 | 5.5% | $8.84万 | 加仓 |
| — | EXXON MOBIL CORP | $168.38万 | 0.45% | 9,924 | 7,093 | 250.5% | $120.34万 | 加仓 |
| MRK | MERCK & CO INC | $167.65万 | 0.45% | 13,937 | 13,937 | — | $167.65万 | 新建仓 |
| C | CITIGROUP INC | $164.89万 | 0.44% | 14,539 | 14,539 | — | $164.89万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $159.47万 | 0.43% | 20,835 | 3,369 | 19.3% | $25.79万 | 加仓 |
| GLW | CORNING INC | $153.83万 | 0.41% | 11,313 | 11,313 | — | $153.83万 | 新建仓 |
| — | SSGA ACTIVE TR | $153.82万 | 0.41% | 56,637 | 2,701 | 5.0% | $7.34万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $149.96万 | 0.40% | 25,512 | 25,512 | — | $149.96万 | 新建仓 |
| F | FORD MTR CO | $139.09万 | 0.37% | 120,527 | 120,527 | — | $139.09万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $132.87万 | 0.36% | 53,598 | 18,661 | 53.4% | $46.26万 | 加仓 |
| GEV | GE VERNOVA INC | $124.82万 | 0.33% | 1,430 | 1,430 | — | $124.82万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $121.41万 | 0.33% | 2,103 | 199 | 10.5% | $11.49万 | 加仓 |
| CSCO | CISCO SYS INC | $121.22万 | 0.32% | 15,623 | 15,623 | — | $121.22万 | 新建仓 |
| GE | GE AEROSPACE | $119.72万 | 0.32% | 4,219 | 4,219 | — | $119.72万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $119.33万 | 0.32% | 49,906 | 8,198 | 19.7% | $19.60万 | 加仓 |
| MINO | PIMCO ETF TR | $119.12万 | 0.32% | 26,372 | 5,861 | 28.6% | $26.47万 | 加仓 |
| ABBV | ABBVIE INC | $118.48万 | 0.32% | 5,447 | 5,447 | — | $118.48万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $116.30万 | 0.31% | 4,440 | 331 | 8.1% | $8.67万 | 加仓 |
| — | NUSHARES ETF TR | $111.63万 | 0.30% | 44,742 | 15,940 | 55.3% | $39.77万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $111.47万 | 0.30% | 14,833 | 8,428 | 131.6% | $63.34万 | 加仓 |
| RTX | RTX CORPORATION | $111.45万 | 0.30% | 5,777 | 5,777 | — | $111.45万 | 新建仓 |
| HD | HOME DEPOT INC | $108.63万 | 0.29% | 3,303 | 3,303 | — | $108.63万 | 新建仓 |
| INTC | INTEL CORP | $106.09万 | 0.28% | 24,040 | 24,040 | — | $106.09万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $103.02万 | 0.28% | 1,704 | 1,704 | — | $103.02万 | 新建仓 |
| — | FIDELITY MERRIMACK STR TR | $102.53万 | 0.27% | 20,262 | 7,569 | 59.6% | $38.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $100.72万 | 0.27% | 5,775 | 2,269 | 64.7% | $39.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $98.14万 | 0.26% | 2,048 | 1,424 | 228.2% | $68.24万 | 加仓 |
| T | AT&T INC | $97.00万 | 0.26% | 33,461 | 33,461 | — | $97.00万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $96.32万 | 0.26% | 12,732 | 8,112 | 175.6% | $61.37万 | 加仓 |
| SHEL | SHELL PLC | $93.00万 | 0.25% | 10,000 | 10,000 | — | $93.00万 | 新建仓 |
| WFC | WELLS FARGO & CO | $92.52万 | 0.25% | 11,621 | 11,621 | — | $92.52万 | 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 |
| BCS | BARCLAYS PLC | $90.35万 | 0.24% | 42,700 | 42,700 | — | $90.35万 | 新建仓 |
| EMR | EMERSON ELEC CO | $89.12万 | 0.24% | 6,802 | 6,802 | — | $89.12万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $88.29万 | 0.24% | 34,435 | 11,349 | 49.2% | $29.10万 | 加仓 |
| PFE | PFIZER INC | $87.97万 | 0.24% | 31,328 | 31,328 | — | $87.97万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $87.48万 | 0.23% | 14,424 | 14,424 | — | $87.48万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $83.87万 | 0.22% | 6,018 | 6,018 | — | $83.87万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $83.00万 | 0.22% | 40,000 | 40,000 | — | $83.00万 | 新建仓 |
| NOK | NOKIA CORP | $80.40万 | 0.22% | 100,000 | 100,000 | — | $80.40万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $78.80万 | 0.21% | 3,224 | 3,224 | — | $78.80万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $78.68万 | 0.21% | 17,181 | 108 | 0.6% | $4,946 | 加仓 |
| CAT | CATERPILLAR INC | $77.59万 | 0.21% | 1,095 | 1,095 | — | $77.59万 | 新建仓 |
| V | VISA INC | $74.83万 | 0.20% | 2,476 | 2,476 | — | $74.83万 | 新建仓 |
| BA | BOEING CO | $72.67万 | 0.19% | 3,651 | 3,651 | — | $72.67万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $72.61万 | 0.19% | 14,252 | 3,348 | 30.7% | $17.06万 | 加仓 |
| BP | BP PLC | $69.56万 | 0.19% | 14,800 | 14,800 | — | $69.56万 | 新建仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $68.36万 | 0.18% | 28,830 | 8,226 | 39.9% | $19.50万 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $68.22万 | 0.18% | 27,446 | 8,700 | 46.4% | $21.62万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $67.63万 | 0.18% | 12,010 | 12,010 | — | $67.63万 | 新建仓 |
| SLB | SLB LIMITED | $67.38万 | 0.18% | 13,111 | 13,111 | — | $67.38万 | 新建仓 |
| IWF | ISHARES TR | $62.78万 | 0.17% | 1,472 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $62.63万 | 0.17% | 1,780 | 1,780 | — | $62.63万 | 新建仓 |
| AMZN | AMAZON COM INC | $61.63万 | 0.17% | 2,959 | 254 | 9.4% | $5.29万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $60.61万 | 0.16% | 6,449 | 6,449 | — | $60.61万 | 新建仓 |
| GOOG | ALPHABET INC | $60.60万 | 0.16% | 2,113 | 1,293 | 157.7% | $37.08万 | 加仓 |
| WMT | WALMART INC | $59.76万 | 0.16% | 4,808 | 4,808 | — | $59.76万 | 新建仓 |
| GSK | GSK PLC | $59.26万 | 0.16% | 10,737 | 10,737 | — | $59.26万 | 新建仓 |