13F 机构持仓

Laurel Wealth Advisors LLC

CHARLOTTE NC · SEC CIK 0001757128

2026Q22026Q1 更早 9 个季度 🔒
$10.53亿2026Q1 申报市值
192持仓数
50.8%前十大占比 · 第一大 17.8%
2 / 505新建仓 / 清仓
申报市值走势$10.34亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BRK/A 17.8%
AMZN 6.7%
VUG 4.7%
VIG 3.8%
AAPL 3.6%
GOOGL 3.1%
TFLO 3.1%
SGOV 2.7%
NVDA 2.7%
MSFT 2.4%

2026Q1 买入最多 按季末市值估算

BRK/A 加仓+$1.66亿
AMZN 加仓+$5,549.53万
VUG 加仓+$4,042.58万
GLIBK 新建仓+$902.69万
SGOV 加仓+$260.74万

2026Q1 卖出最多 按季末市值估算

VTI 减仓-$51.28万
USFR 减仓-$47.22万
GOOGL 减仓-$46.09万
VT 清仓-$40.20万
VXUS 清仓-$28.94万

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
VT VANGUARD INTL EQUITY INDEX F $00.00%0 -2,850-100.0% -$40.20万 清仓
VXUS VANGUARD STAR FDS $00.00%0 -3,836-100.0% -$28.94万 清仓
VFH VANGUARD WORLD FD $00.00%0 -2,043-100.0% -$27.27万 清仓
VPU VANGUARD WORLD FD $00.00%0 -1,450-100.0% -$26.83万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 —— — 申报中断
VDC VANGUARD WORLD FD $00.00%0 -1,191-100.0% -$25.16万 清仓
DHR DANAHER CORPORATION $00.00%0 -1,024-100.0% -$23.43万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -2,630-100.0% -$22.97万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -646-100.0% -$21.33万 清仓
VMC VULCAN MATLS CO $00.00%0 —— — 申报中断
GPC GENUINE PARTS CO $00.00%0 -1,531-100.0% -$18.83万 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -1,133-100.0% -$18.30万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,000-100.0% -$18.04万 清仓
SNA SNAP ON INC $00.00%0 -520-100.0% -$17.92万 清仓
IJJ ISHARES TR $00.00%0 -1,354-100.0% -$17.82万 清仓
VIS VANGUARD WORLD FD $00.00%0 -576-100.0% -$17.19万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -1,176-100.0% -$16.88万 清仓
NVO NOVO-NORDISK A S $00.00%0 -3,233-100.0% -$16.45万 清仓
GLDM WORLD GOLD TR $00.00%0 -1,893-100.0% -$16.16万 清仓
SHEL SHELL PLC $00.00%0 -2,165-100.0% -$15.91万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -803-100.0% -$15.38万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -1,997-100.0% -$14.79万 清仓
FLOT ISHARES TR $00.00%0 -2,908-100.0% -$14.79万 清仓
MDY SPDR S&P MIDCAP 400 ETF TR $00.00%0 —— — 申报中断
SYY SYSCO CORP $00.00%0 -2,000-100.0% -$14.74万 清仓
VYMI VANGUARD WHITEHALL FDS $00.00%0 -1,625-100.0% -$14.62万 清仓
SBUX STARBUCKS CORP $00.00%0 -1,713-100.0% -$14.42万 清仓
QCOM QUALCOMM INC $00.00%0 -841-100.0% -$14.39万 清仓
IJT ISHARES TR $00.00%0 -1,008-100.0% -$14.22万 清仓
IBTG ISHARES TR $00.00%0 -6,200-100.0% -$14.18万 清仓
MCK MCKESSON CORP $00.00%0 -170-100.0% -$13.95万 清仓
IJS ISHARES TR $00.00%0 -1,185-100.0% -$13.47万 清仓
NVS NOVARTIS AG $00.00%0 -974-100.0% -$13.43万 清仓
WDFC WD 40 CO $00.00%0 -675-100.0% -$13.29万 清仓
VO VANGUARD INDEX FDS $00.00%0 -456-100.0% -$13.23万 清仓
EXEL EXELIXIS INC $00.00%0 -3,000-100.0% -$13.15万 清仓
WMB WILLIAMS COS INC $00.00%0 -2,178-100.0% -$13.09万 清仓
ICLN ISHARES TR $00.00%0 -7,960-100.0% -$13.08万 清仓
ALL ALLSTATE CORP $00.00%0 -616-100.0% -$12.82万 清仓
IGE ISHARES TR $00.00%0 -2,547-100.0% -$12.79万 清仓
SCHG SCHWAB STRATEGIC TR $00.00%0 -3,904-100.0% -$12.73万 清仓
MDB MONGODB INC $00.00%0 -303-100.0% -$12.72万 清仓
DGRW WISDOMTREE TR $00.00%0 -1,418-100.0% -$12.68万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -911-100.0% -$12.55万 清仓
KLAC KLA CORP $00.00%0 —— — 申报中断
ECL ECOLAB INC $00.00%0 -461-100.0% -$12.10万 清仓
BX BLACKSTONE INC $00.00%0 -775-100.0% -$11.94万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -570-100.0% -$11.85万 清仓
SIVR ABRDN SILVER ETF TRUST $00.00%0 -1,740-100.0% -$11.77万 清仓
UFPI UFP INDUSTRIES INC $00.00%0 -1,286-100.0% -$11.71万 清仓
WM WASTE MGMT INC DEL $00.00%0 -526-100.0% -$11.56万 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -438-100.0% -$11.34万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -2,250-100.0% -$11.25万 清仓
NOW SERVICENOW INC $00.00%0 -715-100.0% -$10.95万 清仓
CBRE CBRE GROUP INC $00.00%0 -680-100.0% -$10.93万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -2,717-100.0% -$10.92万 清仓
BP BP PLC $00.00%0 -3,119-100.0% -$10.83万 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -923-100.0% -$10.72万 清仓
KR KROGER CO $00.00%0 -1,702-100.0% -$10.63万 清仓
ATO ATMOS ENERGY CORP $00.00%0 -632-100.0% -$10.59万 清仓
FDX FEDEX CORP $00.00%0 -361-100.0% -$10.43万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -214-100.0% -$10.35万 清仓
EPD ENTERPRISE PRODS PARTNERS L $00.00%0 -3,204-100.0% -$10.27万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -458-100.0% -$10.22万 清仓
DAL DELTA AIR LINES INC DEL $00.00%0 -1,461-100.0% -$10.13万 清仓
FLRN SPDR SERIES TRUST $00.00%0 -3,246-100.0% -$9.97万 清仓
FHEQ FIDELITY GREENWOOD STREET TR $00.00%0 -3,200-100.0% -$9.89万 清仓
CTVA CORTEVA INC $00.00%0 -1,466-100.0% -$9.83万 清仓
IDU ISHARES TR $00.00%0 -900-100.0% -$9.75万 清仓
ICF ISHARES TR $00.00%0 -1,597-100.0% -$9.53万 清仓
UTG REAVES UTIL INCOME FD $00.00%0 -2,500-100.0% -$9.14万 清仓
EQT EQT CORP $00.00%0 -1,700-100.0% -$9.11万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -150-100.0% -$9.08万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -1,820-100.0% -$9.04万 清仓
VLO VALERO ENERGY CORP $00.00%0 -555-100.0% -$9.03万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -193-100.0% -$9.01万 清仓
SCHB SCHWAB STRATEGIC TR $00.00%0 -3,431-100.0% -$9.00万 清仓
Q QNITY ELECTRONICS INC $00.00%0 -1,097-100.0% -$8.96万 清仓
BOTZ GLOBAL X FDS $00.00%0 -2,462-100.0% -$8.92万 清仓
LRCX LAM RESEARCH CORP $00.00%0 —— — 申报中断
BUD ANHEUSER BUSCH INBEV SA/NV $00.00%0 -1,373-100.0% -$8.79万 清仓
VHT VANGUARD WORLD FD $00.00%0 -300-100.0% -$8.64万 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -1,766-100.0% -$8.58万 清仓
ASML ASML HOLDING N V $00.00%0 -80-100.0% -$8.56万 清仓
— BCP INVESTMENT CORPORATION $00.00%0 -7,093-100.0% -$8.39万 清仓
MPC MARATHON PETE CORP $00.00%0 -511-100.0% -$8.31万 清仓
AME AMETEK INC $00.00%0 -400-100.0% -$8.21万 清仓
D DOMINION ENERGY INC $00.00%0 -1,386-100.0% -$8.12万 清仓
SPEM SPDR INDEX SHS FDS $00.00%0 -1,716-100.0% -$8.03万 清仓
AMP AMERIPRISE FINL INC $00.00%0 -163-100.0% -$7.99万 清仓
TMUS T-MOBILE US INC $00.00%0 -393-100.0% -$7.98万 清仓
GLW CORNING INC $00.00%0 —— — 申报中断
— INVESCO EXCHANGE TRADED FD T $00.00%0 -716-100.0% -$7.88万 清仓
ISCG ISHARES TR $00.00%0 -1,410-100.0% -$7.82万 清仓
CEF SPROTT ASSET MANAGEMENT LP $00.00%0 -1,700-100.0% -$7.79万 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 -1,909-100.0% -$7.70万 清仓
IBDX ISHARES TR $00.00%0 -3,000-100.0% -$7.66万 清仓
NUE NUCOR CORP $00.00%0 -464-100.0% -$7.57万 清仓
NPO ENPRO INC $00.00%0 -343-100.0% -$7.34万 清仓
EWA ISHARES INC $00.00%0 -2,748-100.0% -$7.20万 清仓