Laurel Wealth Advisors LLC
CHARLOTTE NC · SEC CIK 0001757128
$10.34亿2026Q2 申报市值
200持仓数
50.0%前十大占比 · 第一大 19.0%
3 / 3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
AMZN 加仓+$1,304.55万
GOOGL 加仓+$346.93万
HONA 新建仓+$175.40万
TFLO 加仓+$116.26万
SGOV 加仓+$74.03万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$4,863.55万
GLIBK 清仓-$902.69万
IWF 减仓-$543.12万
VGT 减仓-$381.56万
HON 减仓-$178.65万
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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES TR | $128.18万 | 0.12% | 10,909 | -40 | -0.4% | -$4,700 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $129.66万 | 0.13% | 18,198 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $132.50万 | 0.13% | 12,312 | 200 | 1.7% | $2.15万 | 加仓 |
| IVE | ISHARES TR | $139.92万 | 0.14% | 6,162 | 5 | 0.1% | $1,135 | 加仓 |
| MMM | 3M CO | $142.87万 | 0.14% | 8,824 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $143.96万 | 0.14% | 86,491 | 26,675 | 44.6% | $44.40万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $150.04万 | 0.15% | 15,019 | -10 | -0.1% | -$999 | 减仓 |
| BLK | BLACKROCK INC | $151.72万 | 0.15% | 1,578 | 15 | 1.0% | $1.44万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $163.28万 | 0.16% | 17,810 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $173.88万 | 0.17% | 5,140 | -238 | -4.4% | -$8.05万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $175.40万 | 0.17% | 7,934 | 7,934 | — | $175.40万 | 新建仓 |
| HON | HONEYWELL INTL INC | $177.91万 | 0.17% | 7,946 | -7,979 | -50.1% | -$178.65万 | 减仓 |
| IWF | ISHARES TR | $181.04万 | 0.18% | 14,580 | -43,740 | -75.0% | -$543.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $184.39万 | 0.18% | 43,550 | 278 | 0.6% | $1.18万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $185.28万 | 0.18% | 18,289 | 501 | 2.8% | $5.08万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $185.88万 | 0.18% | 6,610 | 59 | 0.9% | $1.66万 | 加仓 |
| NKE | NIKE INC | $201.44万 | 0.19% | 49,071 | 2,900 | 6.3% | $11.90万 | 加仓 |
| IBDW | ISHARES TR | $203.38万 | 0.20% | 97,590 | 19,800 | 25.5% | $41.26万 | 加仓 |
| SLQD | ISHARES TR | $204.51万 | 0.20% | 40,601 | 2,018 | 5.2% | $10.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $208.75万 | 0.20% | 34,339 | 39 | 0.1% | $2,371 | 加仓 |
| WFC | WELLS FARGO & CO | $211.64万 | 0.20% | 25,610 | 140 | 0.5% | $1.16万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $215.60万 | 0.21% | 18,384 | -199 | -1.1% | -$2.33万 | 减仓 |
| DIS | DISNEY WALT CO | $219.29万 | 0.21% | 22,784 | 517 | 2.3% | $4.98万 | 加仓 |
| CRM | SALESFORCE INC | $221.88万 | 0.21% | 14,163 | 335 | 2.4% | $5.25万 | 加仓 |
| DVY | ISHARES TR | $223.32万 | 0.22% | 14,288 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $227.92万 | 0.22% | 3,043 | 149 | 5.1% | $11.16万 | 加仓 |
| IYJ | ISHARES TR | $228.06万 | 0.22% | 13,685 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $228.81万 | 0.22% | 43,081 | 846 | 2.0% | $4.49万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $244.58万 | 0.24% | 29,442 | 77 | 0.3% | $6,396 | 加仓 |
| TFC | TRUIST FINL CORP | $246.11万 | 0.24% | 49,400 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $255.25万 | 0.25% | 35,750 | 40 | 0.1% | $2,856 | 加仓 |
| SYLD | CAMBRIA ETF TR | $257.04万 | 0.25% | 32,501 | 599 | 1.9% | $4.74万 | 加仓 |
| IYH | ISHARES TR | $257.97万 | 0.25% | 38,497 | 101 | 0.3% | $6,768 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $263.19万 | 0.25% | 58,047 | -370 | -0.6% | -$1.68万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $268.37万 | 0.26% | 53,058 | 1,204 | 2.3% | $6.09万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $273.21万 | 0.26% | 55,340 | 3,075 | 5.9% | $15.18万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $273.81万 | 0.26% | 14,782 | 120 | 0.8% | $2.22万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $296.87万 | 0.29% | 152,044 | -2,795 | -1.8% | -$5.46万 | 减仓 |
| SHY | ISHARES TR | $296.97万 | 0.29% | 36,167 | 899 | 2.5% | $7.38万 | 加仓 |
| IBDV | ISHARES TR | $297.02万 | 0.29% | 136,250 | 17,550 | 14.8% | $38.26万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $297.98万 | 0.29% | 4,339 | 3 | 0.1% | $2,060 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $301.44万 | 0.29% | 28,137 | 40 | 0.1% | $4,285 | 加仓 |
| ENB | ENBRIDGE INC | $305.27万 | 0.30% | 56,313 | -285 | -0.5% | -$1.54万 | 减仓 |
| UNP | UNION PAC CORP | $319.23万 | 0.31% | 11,736 | -12 | -0.1% | -$3,264 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $326.78万 | 0.32% | 14,592 | -75 | -0.5% | -$1.68万 | 减仓 |
| GCOW | PACER FDS TR | $348.61万 | 0.34% | 80,510 | 1,801 | 2.3% | $7.80万 | 加仓 |
| GLD | SPDR GOLD TR | $357.03万 | 0.35% | 9,692 | -371 | -3.7% | -$13.67万 | 减仓 |
| PAVE | GLOBAL X FDS | $363.77万 | 0.35% | 61,740 | -1,150 | -1.8% | -$6.78万 | 减仓 |
| IBDU | ISHARES TR | $366.31万 | 0.35% | 158,165 | 13,550 | 9.4% | $31.38万 | 加仓 |
| EFA | ISHARES TR | $373.62万 | 0.36% | 35,967 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $376.98万 | 0.36% | 35,068 | 671 | 2.0% | $7.21万 | 加仓 |
| — | EXXON MOBIL CORP | $398.15万 | 0.39% | 29,122 | -225 | -0.8% | -$3.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $400.74万 | 0.39% | 44,164 | -271 | -0.6% | -$2.46万 | 减仓 |
| PEP | PEPSICO INC | $409.64万 | 0.40% | 30,254 | 51 | 0.2% | $6,905 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $410.35万 | 0.40% | 220,918 | 13,532 | 6.5% | $25.14万 | 加仓 |
| IBDS | ISHARES TR | $426.47万 | 0.41% | 176,080 | 8,401 | 5.0% | $20.35万 | 加仓 |
| SO | SOUTHERN CO | $437.15万 | 0.42% | 45,674 | -651 | -1.4% | -$6.23万 | 减仓 |
| IBDT | ISHARES TR | $457.40万 | 0.44% | 181,149 | 8,460 | 4.9% | $21.36万 | 加仓 |
| RTX | RTX CORPORATION | $474.80万 | 0.46% | 25,025 | 15 | 0.1% | $2,846 | 加仓 |
| CVX | CHEVRON CORPORATION | $475.33万 | 0.46% | 28,676 | -157 | -0.5% | -$2.60万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $538.13万 | 0.52% | 59,892 | -335 | -0.6% | -$3.01万 | 减仓 |
| MCD | MCDONALDS CORP | $541.60万 | 0.52% | 20,036 | -8 | -0.0% | -$2,163 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $543.42万 | 0.53% | 100,578 | -645 | -0.6% | -$3.48万 | 减仓 |
| TJX | TJX COS INC NEW | $545.67万 | 0.53% | 36,018 | -220 | -0.6% | -$3.33万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $561.52万 | 0.54% | 275,727 | 9,879 | 3.7% | $20.12万 | 加仓 |
| IYW | ISHARES TR | $569.19万 | 0.55% | 22,566 | -50 | -0.2% | -$1.26万 | 减仓 |
| IBDR | ISHARES TR | $571.89万 | 0.55% | 236,025 | -4,575 | -1.9% | -$11.09万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $585.47万 | 0.57% | 109,209 | -434 | -0.4% | -$2.33万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $613.30万 | 0.59% | 312,670 | 1,646 | 0.5% | $3.23万 | 加仓 |
| IWM | ISHARES TR | $631.34万 | 0.61% | 21,013 | 487 | 2.4% | $14.63万 | 加仓 |
| META | META PLATFORMS INC | $643.06万 | 0.62% | 11,416 | 18 | 0.2% | $1.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $685.22万 | 0.66% | 46,728 | 131 | 0.3% | $1.92万 | 加仓 |
| KO | COCA COLA CO | $751.21万 | 0.73% | 92,434 | -475 | -0.5% | -$3.86万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $752.53万 | 0.73% | 9,861 | -220 | -2.2% | -$16.79万 | 减仓 |
| ABBV | ABBVIE INC | $762.89万 | 0.74% | 30,317 | -185 | -0.6% | -$4.66万 | 减仓 |
| USFR | WISDOMTREE TR | $764.70万 | 0.74% | 151,876 | 35 | 0.0% | $1,762 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $804.23万 | 0.78% | 42,213 | 21 | 0.0% | $4,001 | 加仓 |
| GOOG | ALPHABET INC | $807.18万 | 0.78% | 22,845 | -118 | -0.5% | -$4.17万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $839.00万 | 0.81% | 166,800 | 4,945 | 3.1% | $24.87万 | 加仓 |
| AMGN | AMGEN INC | $852.54万 | 0.82% | 23,543 | 197 | 0.8% | $7.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $874.28万 | 0.85% | 17,472 | 23 | 0.1% | $1.15万 | 加仓 |
| IEFA | ISHARES TR | $938.83万 | 0.91% | 97,208 | 245 | 0.3% | $2.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $941.28万 | 0.91% | 109,273 | -564,611 | -83.8% | -$4,863.55万 | 减仓 |
| HD | HOME DEPOT INC | $1,014.29万 | 0.98% | 28,760 | 410 | 1.4% | $14.46万 | 加仓 |
| CSCO | CISCO SYS INC | $1,110.63万 | 1.07% | 94,554 | -4,576 | -4.6% | -$53.75万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,187.13万 | 1.15% | 208,341 | -547 | -0.3% | -$3.12万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,220.03万 | 1.18% | 23,754 | -142 | -0.6% | -$7.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,251.20万 | 1.21% | 49,266 | -417 | -0.8% | -$10.59万 | 减仓 |
| WMT | WALMART INC | $1,304.82万 | 1.26% | 115,206 | -905 | -0.8% | -$10.25万 | 减仓 |
| LLY | ELI LILLY & CO | $1,686.01万 | 1.63% | 14,057 | -147 | -1.0% | -$17.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,707.38万 | 1.65% | 22,864 | -412 | -1.8% | -$30.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,806.93万 | 1.75% | 55,202 | -548 | -1.0% | -$17.94万 | 减仓 |
| IJR | ISHARES TR | $1,907.87万 | 1.85% | 128,641 | -71 | -0.1% | -$1.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2,070.60万 | 2.00% | 163,580 | -129 | -0.1% | -$1.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,318.64万 | 2.24% | 62,158 | 89 | 0.1% | $3.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,641.07万 | 2.55% | 131,994 | -1,085 | -0.8% | -$21.71万 | 减仓 |
| SGOV | ISHARES TR | $2,967.65万 | 2.87% | 294,790 | 7,354 | 2.6% | $74.03万 | 加仓 |
| GOOGL | ALPHABET INC | $3,299.46万 | 3.19% | 92,326 | 9,708 | 11.8% | $346.93万 | 加仓 |
| TFLO | ISHARES TR | $3,340.57万 | 3.23% | 659,801 | 22,962 | 3.6% | $116.26万 | 加仓 |
| AAPL | APPLE INC | $3,753.36万 | 3.63% | 129,713 | -1,069 | -0.8% | -$30.93万 | 减仓 |