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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $6,527.90万 | 15.62% | 95,047 | -441 | -0.5% | -$30.29万 | 减仓 |
| NOBL | PROSHARES TR | $2,238.20万 | 5.36% | 398,540 | 19,808 | 5.2% | $111.24万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,975.78万 | 4.73% | 431,865 | -18,842 | -4.2% | -$86.20万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $1,889.88万 | 4.52% | 496,162 | 6,589 | 1.3% | $25.10万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,206.52万 | 2.89% | 129,206 | 4,162 | 3.3% | $38.86万 | 加仓 |
| IJR | ISHARES TR | $1,158.14万 | 2.77% | 78,089 | -766 | -1.0% | -$11.36万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,155.35万 | 2.76% | 246,133 | 20,736 | 9.2% | $97.33万 | 加仓 |
| TOTR | T ROWE PRICE EXCHANGE-TRADED | $991.48万 | 2.37% | 247,447 | 19,342 | 8.5% | $77.50万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $942.63万 | 2.26% | 121,511 | 5,477 | 4.7% | $42.49万 | 加仓 |
| IJH | ISHARES TR | $898.92万 | 2.15% | 116,576 | 946 | 0.8% | $7.29万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $883.54万 | 2.11% | 202,601 | 14,678 | 7.8% | $64.01万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $850.63万 | 2.04% | 186,581 | 9,111 | 5.1% | $41.54万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $833.29万 | 1.99% | 183,181 | 10,042 | 5.8% | $45.68万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $820.41万 | 1.96% | 368,062 | 29,636 | 8.8% | $66.06万 | 加仓 |
| PYLD | PIMCO ETF TR | $770.62万 | 1.84% | 290,580 | 19,516 | 7.2% | $51.76万 | 加仓 |
| IVV | ISHARES TR | $732.76万 | 1.75% | 9,785 | -278 | -2.8% | -$20.82万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $663.77万 | 1.59% | 111,203 | -560 | -0.5% | -$3.34万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $548.74万 | 1.31% | 35,565 | 713 | 2.0% | $11.00万 | 加仓 |
| SMDV | PROSHARES TR | $522.73万 | 1.25% | 67,861 | 1,907 | 2.9% | $14.69万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $511.81万 | 1.22% | 16,893 | -1,694 | -9.1% | -$51.32万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $501.26万 | 1.20% | 200,579 | 14,416 | 7.7% | $36.03万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $453.92万 | 1.09% | 89,609 | -98 | -0.1% | -$4,964 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $429.31万 | 1.03% | 156,284 | 7,957 | 5.4% | $21.86万 | 加仓 |
| REGL | PROSHARES TR | $387.67万 | 0.93% | 42,336 | 2,188 | 5.4% | $20.04万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $369.18万 | 0.88% | 71,872 | 5,397 | 8.1% | $27.72万 | 加仓 |
| INTC | INTEL CORP | $335.74万 | 0.80% | 24,045 | 5 | 0.0% | $698 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $333.82万 | 0.80% | 76,740 | 4,898 | 6.8% | $21.31万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $327.92万 | 0.78% | 13,858 | -237 | -1.7% | -$5.61万 | 减仓 |
| MUNI | PIMCO ETF TR | $316.41万 | 0.76% | 60,153 | 3,213 | 5.6% | $16.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $314.47万 | 0.75% | 55,189 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $309.03万 | 0.74% | 10,680 | -335 | -3.0% | -$9.69万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $307.89万 | 0.74% | 61,101 | -3,139 | -4.9% | -$15.82万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $289.93万 | 0.69% | 57,033 | 5,092 | 9.8% | $25.89万 | 加仓 |
| GLW | CORNING INC | $288.97万 | 0.69% | 11,313 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $280.80万 | 0.67% | 118,582 | 2,986 | 2.6% | $7.07万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $277.55万 | 0.66% | 41,234 | 2,553 | 6.6% | $17.18万 | 加仓 |
| C | CITIGROUP INC | $266.47万 | 0.64% | 19,039 | 4,500 | 31.0% | $62.98万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $260.44万 | 0.62% | 66,532 | 1,736 | 2.7% | $6.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $253.63万 | 0.61% | 35,597 | 108 | 0.3% | $7,695 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $242.25万 | 0.58% | 7,152 | 34 | 0.5% | $1.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $239.85万 | 0.57% | 6,430 | 16 | 0.2% | $5,968 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $231.94万 | 0.56% | 7,086 | -659 | -8.5% | -$21.57万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $220.19万 | 0.53% | 90,427 | 778 | 0.9% | $1.89万 | 加仓 |
| IWB | ISHARES TR | $209.27万 | 0.50% | 5,110 | -11 | -0.2% | -$4,505 | 减仓 |
| GEV | GE VERNOVA INC | $203.60万 | 0.49% | 1,733 | 303 | 21.2% | $35.60万 | 加仓 |
| CSCO | CISCO SYS INC | $189.43万 | 0.45% | 16,128 | 505 | 3.2% | $5.93万 | 加仓 |
| VO | VANGUARD INDEX FDS | $186.60万 | 0.45% | 23,161 | -459 | -1.9% | -$3.70万 | 减仓 |
| MRK | MERCK & CO INC | $179.10万 | 0.43% | 13,937 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $174.29万 | 0.42% | 19,833 | -1,002 | -4.8% | -$8.81万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $172.67万 | 0.41% | 35,723 | -1,132 | -3.1% | -$5.47万 | 减仓 |
| F | FORD MTR CO | $167.53万 | 0.40% | 120,527 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $162.70万 | 0.39% | 8,575 | 2,798 | 48.4% | $53.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $160.64万 | 0.38% | 2,181 | 78 | 3.7% | $5.75万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $160.44万 | 0.38% | 25,512 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $158.68万 | 0.38% | 20,769 | 5,936 | 40.0% | $45.35万 | 加仓 |
| GE | GE AEROSPACE | $157.75万 | 0.38% | 4,221 | 2 | 0.0% | $747 | 加仓 |
| — | SSGA ACTIVE TR | $153.85万 | 0.37% | 56,273 | -364 | -0.6% | -$9,952 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $151.88万 | 0.36% | 60,340 | 6,742 | 12.6% | $16.97万 | 加仓 |
| ABBV | ABBVIE INC | $137.05万 | 0.33% | 5,446 | -1 | -0.0% | -$252 | 减仓 |
| — | EXXON MOBIL CORP | $135.69万 | 0.32% | 9,924 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $135.05万 | 0.32% | 4,455 | 15 | 0.3% | $4,547 | 加仓 |
| NOK | NOKIA CORP | $132.80万 | 0.32% | 100,000 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $128.66万 | 0.31% | 47,900 | 5,200 | 12.2% | $13.97万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $121.07万 | 0.29% | 49,926 | 20 | 0.0% | $485 | 加仓 |
| MINO | PIMCO ETF TR | $119.41万 | 0.29% | 26,094 | -278 | -1.1% | -$1.27万 | 减仓 |
| EMR | EMERSON ELEC CO | $118.84万 | 0.28% | 8,302 | 1,500 | 22.1% | $21.47万 | 加仓 |
| CAT | CATERPILLAR INC | $116.09万 | 0.28% | 1,090 | -5 | -0.5% | -$5,325 | 减仓 |
| HD | HOME DEPOT INC | $116.03万 | 0.28% | 3,290 | -13 | -0.4% | -$4,585 | 减仓 |
| — | NUSHARES ETF TR | $115.39万 | 0.28% | 45,745 | 1,003 | 2.2% | $2.53万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $110.10万 | 0.26% | 15,010 | 3,000 | 25.0% | $22.01万 | 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 |
| — | FIDELITY MERRIMACK STR TR | $104.38万 | 0.25% | 20,305 | 43 | 0.2% | $2,210 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $103.51万 | 0.25% | 35,172 | 737 | 2.1% | $2.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.73万 | 0.25% | 2,053 | 5 | 0.2% | $2,502 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $98.58万 | 0.24% | 13,027 | 295 | 2.3% | $2.23万 | 加仓 |
| WFC | WELLS FARGO & CO | $96.09万 | 0.23% | 11,627 | 6 | 0.1% | $496 | 加仓 |
| NVDA | NVIDIA CORPORATION | $95.60万 | 0.23% | 4,778 | -997 | -17.3% | -$19.95万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $89.30万 | 0.21% | 17,361 | 3,109 | 21.8% | $15.99万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $86.84万 | 0.21% | 1,704 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $85.26万 | 0.20% | 2,485 | 9 | 0.4% | $3,088 | 加仓 |
| TXN | TEXAS INSTRS INC | $84.65万 | 0.20% | 2,840 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $83.11万 | 0.20% | 14,424 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $81.87万 | 0.20% | 3,224 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $80.56万 | 0.19% | 17,293 | 112 | 0.7% | $5,217 | 加仓 |
| BA | BOEING CO | $79.08万 | 0.19% | 3,653 | 2 | 0.1% | $433 | 加仓 |
| GOOG | ALPHABET INC | $77.83万 | 0.19% | 2,203 | 90 | 4.3% | $3.18万 | 加仓 |
| SHEL | SHELL PLC | $77.54万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $76.03万 | 0.18% | 6,018 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $75.44万 | 0.18% | 31,328 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $73.12万 | 0.17% | 5,889 | 1 | 0.0% | $124 | 加仓 |
| AMZN | AMAZON COM INC | $71.17万 | 0.17% | 2,986 | 27 | 0.9% | $6,435 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $71.12万 | 0.17% | 29,376 | 546 | 1.9% | $1.32万 | 加仓 |
| T | AT&T INC | $69.34万 | 0.17% | 33,498 | 37 | 0.1% | $766 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $68.75万 | 0.16% | 27,293 | -153 | -0.6% | -$3,854 | 减仓 |
| SO | SOUTHERN CO | $66.05万 | 0.16% | 6,901 | 929 | 15.6% | $8.89万 | 加仓 |
| AMGN | AMGEN INC | $64.46万 | 0.15% | 1,780 | 0 | 0.0% | — | 不变 |
| VSDA | VICTORY PORTFOLIOS II | $62.79万 | 0.15% | 10,793 | 582 | 5.7% | $3.39万 | 加仓 |
| GOOGL | ALPHABET INC | $61.34万 | 0.15% | 1,716 | -65 | -3.6% | -$2.32万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $60.98万 | 0.15% | 10,797 | 3,354 | 45.1% | $18.94万 | 加仓 |
| SLB | SLB LIMITED | $60.95万 | 0.15% | 13,111 | 0 | 0.0% | — | 不变 |