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
NEM NEWMONT CORP $00.00%0 -300-100.0% -$3.00万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -83-100.0% -$2.93万 清仓
TIP ISHARES TR $00.00%0 -259-100.0% -$2.85万 清仓
HDV ISHARES TR $00.00%0 -234-100.0% -$2.85万 清仓
HSY HERSHEY CO $00.00%0 -150-100.0% -$2.73万 清仓
SCHV SCHWAB STRATEGIC TR $00.00%0 -915-100.0% -$2.71万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -100-100.0% -$2.68万 清仓
IEX IDEX CORP $00.00%0 -150-100.0% -$2.67万 清仓
MUFG MITSUBISHI UFJ FINL GROUP IN $00.00%0 -1,666-100.0% -$2.64万 清仓
— STELLUS CAP INVT CORP $00.00%0 -2,083-100.0% -$2.64万 清仓
ILMN ILLUMINA INC $00.00%0 -200-100.0% -$2.62万 清仓
MELI MERCADOLIBRE INC $00.00%0 -13-100.0% -$2.62万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -317-100.0% -$2.59万 清仓
FANG DIAMONDBACK ENERGY INC $00.00%0 -172-100.0% -$2.59万 清仓
MRVL MARVELL TECHNOLOGY INC $00.00%0 -300-100.0% -$2.55万 清仓
WPC WP CAREY INC $00.00%0 -396-100.0% -$2.55万 清仓
ASTS AST SPACEMOBILE INC $00.00%0 -350-100.0% -$2.54万 清仓
NEE NEXTERA ENERGY INC $00.00%0 —— — 申报中断
UNM UNUM GROUP $00.00%0 -325-100.0% -$2.52万 清仓
DTE DTE ENERGY CO $00.00%0 -195-100.0% -$2.52万 清仓
GM GENERAL MTRS CO $00.00%0 -310-100.0% -$2.51万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -118-100.0% -$2.50万 清仓
VLTO VERALTO CORP $00.00%0 -250-100.0% -$2.49万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -175-100.0% -$2.41万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 -89-100.0% -$2.40万 清仓
PRK PARK NATL CORP $00.00%0 -154-100.0% -$2.34万 清仓
VIGI VANGUARD WHITEHALL FDS $00.00%0 -250-100.0% -$2.29万 清仓
ACWX ISHARES TR $00.00%0 -340-100.0% -$2.28万 清仓
ALC ALCON AG $00.00%0 -282-100.0% -$2.22万 清仓
IYM ISHARES TR $00.00%0 -140-100.0% -$2.16万 清仓
GPN GLOBAL PMTS INC $00.00%0 -277-100.0% -$2.14万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -129-100.0% -$2.06万 清仓
RXI ISHARES TR $00.00%0 -100-100.0% -$2.05万 清仓
PEG PUBLIC SVC ENTERPRISE GRP IN $00.00%0 -255-100.0% -$2.05万 清仓
CCEP COCA-COLA EUROPACIFIC PARTNE $00.00%0 -220-100.0% -$2.00万 清仓
UFOX ETF SER SOLUTIONS $00.00%0 -308-100.0% -$1.97万 清仓
MBB ISHARES TR $00.00%0 -200-100.0% -$1.90万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -54-100.0% -$1.89万 清仓
TGT TARGET CORP $00.00%0 -193-100.0% -$1.89万 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -42-100.0% -$1.87万 清仓
— TEVA PHARMACEUTICAL INDS LTD $00.00%0 -569-100.0% -$1.78万 清仓
FNF FIDELITY NATIONAL FINANCIAL $00.00%0 -325-100.0% -$1.77万 清仓
SMH VANECK ETF TRUST $00.00%0 -49-100.0% -$1.76万 清仓
FTV FORTIVE CORP $00.00%0 -309-100.0% -$1.71万 清仓
XEL XCEL ENERGY INC $00.00%0 -230-100.0% -$1.70万 清仓
SPDW SPDR INDEX SHS FDS $00.00%0 -382-100.0% -$1.70万 清仓
EEM ISHARES TR $00.00%0 -300-100.0% -$1.64万 清仓
CVS CVS HEALTH CORP $00.00%0 -205-100.0% -$1.63万 清仓
EFAV ISHARES TR $00.00%0 -188-100.0% -$1.62万 清仓
SLDP SOLID POWER INC $00.00%0 -3,801-100.0% -$1.62万 清仓
BF/B BROWN FORMAN CORP $00.00%0 -617-100.0% -$1.61万 清仓
PPG PPG INDS INC $00.00%0 -156-100.0% -$1.60万 清仓
CI THE CIGNA GROUP $00.00%0 -58-100.0% -$1.60万 清仓
JCI JOHNSON CTLS INTL PLC $00.00%0 -133-100.0% -$1.59万 清仓
— GLOBAL X FDS $00.00%0 -411-100.0% -$1.55万 清仓
TTE TOTALENERGIES SE $00.00%0 -236-100.0% -$1.54万 清仓
— AMPLIFY ETF TR $00.00%0 -335-100.0% -$1.51万 清仓
KRC KILROY RLTY CORP $00.00%0 -400-100.0% -$1.49万 清仓
LEA LEAR CORP $00.00%0 -130-100.0% -$1.49万 清仓
IDXX IDEXX LABS INC $00.00%0 -22-100.0% -$1.49万 清仓
FXH FIRST TR EXCHANGE TRADED FD $00.00%0 -130-100.0% -$1.48万 清仓
WDC WESTERN DIGITAL CORP $00.00%0 -85-100.0% -$1.46万 清仓
PHYS SPROTT ASSET MANAGEMENT LP $00.00%0 -441-100.0% -$1.46万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -60-100.0% -$1.45万 清仓
BBJP J P MORGAN EXCHANGE TRADED F $00.00%0 -218-100.0% -$1.44万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -37-100.0% -$1.42万 清仓
OKTA OKTA INC $00.00%0 -160-100.0% -$1.38万 清仓
SPGI S&P GLOBAL INC $00.00%0 -26-100.0% -$1.36万 清仓
HHH HOWARD HUGHES HOLDINGS INC $00.00%0 -168-100.0% -$1.34万 清仓
TM TOYOTA MOTOR CORP $00.00%0 -61-100.0% -$1.31万 清仓
PHM PULTE GROUP INC $00.00%0 -111-100.0% -$1.30万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -38-100.0% -$1.28万 清仓
SKYY FIRST TR EXCHANGE TRADED FD $00.00%0 -96-100.0% -$1.25万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -45-100.0% -$1.24万 清仓
— KRANESHARES TRUST $00.00%0 -400-100.0% -$1.24万 清仓
ZBH ZIMMER BIOMET HOLDINGS INC $00.00%0 -136-100.0% -$1.22万 清仓
DOW DOW INC $00.00%0 -520-100.0% -$1.22万 清仓
FSLR FIRST SOLAR INC $00.00%0 -46-100.0% -$1.20万 清仓
XSW SPDR SERIES TRUST $00.00%0 -64-100.0% -$1.20万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -63-100.0% -$1.17万 清仓
CFG CITIZENS FINL GROUP INC $00.00%0 -200-100.0% -$1.17万 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -430-100.0% -$1.17万 清仓
VBR VANGUARD INDEX FDS $00.00%0 -55-100.0% -$1.16万 清仓
CME CME GROUP INC $00.00%0 -42-100.0% -$1.15万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -240-100.0% -$1.15万 清仓
PH PARKER-HANNIFIN CORP $00.00%0 -13-100.0% -$1.14万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -100-100.0% -$1.12万 清仓
EXC EXELON CORP $00.00%0 -250-100.0% -$1.09万 清仓
AGG ISHARES TR $00.00%0 -107-100.0% -$1.07万 清仓
SLF SUN LIFE FINANCIAL INC. $00.00%0 -170-100.0% -$1.06万 清仓
IAU ISHARES GOLD TR $00.00%0 -125-100.0% -$1.01万 清仓
SPPP SPROTT ASSET MANAGEMENT LP $00.00%0 -600-100.0% -$1.01万 清仓
VBK VANGUARD INDEX FDS $00.00%0 -33-100.0% -$9,970 清仓
EG EVEREST GROUP LTD $00.00%0 -29-100.0% -$9,842 清仓
ARM ARM HOLDINGS PLC $00.00%0 -90-100.0% -$9,838 清仓
EVSB MORGAN STANLEY ETF TRUST $00.00%0 -193-100.0% -$9,820 清仓
SJM SMUCKER J M CO $00.00%0 -100-100.0% -$9,781 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 -45-100.0% -$9,768 清仓
HLN HALEON PLC $00.00%0 -956-100.0% -$9,666 清仓
KVUE KENVUE INC $00.00%0 -554-100.0% -$9,557 清仓