Laurel Wealth Advisors LLC
CHARLOTTE NC · SEC CIK 0001757128
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$100 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -2 | -100.0% | -$90 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -3 | -100.0% | -$87 | 清仓 |
| BEP | BROOKFIELD RENEWABLE PARTNER | $0 | 0.00% | 0 | -3 | -100.0% | -$81 | 清仓 |
| — | WW INTL INC | $0 | 0.00% | 0 | -2 | -100.0% | -$59 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -3 | -100.0% | -$54 | 清仓 |
| UNIT | UNITI GROUP LLC | $0 | 0.00% | 0 | -7 | -100.0% | -$50 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -9 | -100.0% | -$46 | 清仓 |
| — | CASSAVA SCIENCES INC | $0 | 0.00% | 0 | -17 | -100.0% | -$34 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$31 | 清仓 |
| — | DATAVAULT AI INC | $0 | 0.00% | 0 | -20 | -100.0% | -$14 | 清仓 |
| MSOS | ADVISORSHARES TR | $0 | 0.00% | 0 | -2 | -100.0% | -$5 | 清仓 |
| — | HEALTHY CHOICE WELLNESS CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$1 | 清仓 |
| MNKD | MANNKIND CORP | $3.74万 | 0.00% | 10,626 | -1 | -0.0% | -$4 | 减仓 |
| RPC | RIDGEPOST CAP INC | $14.82万 | 0.01% | 16,933 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $20.06万 | 0.02% | 365 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $20.44万 | 0.02% | 6,110 | -50 | -0.8% | -$1,673 | 减仓 |
| YUM | YUM BRANDS INC | $21.27万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| DXPE | DXP ENTERPRISES INC | $21.87万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $22.03万 | 0.02% | 2,094 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $22.49万 | 0.02% | 7,090 | -200 | -2.7% | -$6,344 | 减仓 |
| SHV | ISHARES TR | $22.86万 | 0.02% | 2,075 | 1,300 | 167.7% | $14.32万 | 加仓 |
| IWD | ISHARES TR | $25.03万 | 0.02% | 1,070 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $25.69万 | 0.02% | 4,367 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $28.16万 | 0.03% | 4,133 | -1 | -0.0% | -$68 | 减仓 |
| PGR | PROGRESSIVE CORP | $28.40万 | 0.03% | 1,464 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $28.41万 | 0.03% | 682 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $28.48万 | 0.03% | 9,068 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $29.63万 | 0.03% | 1,431 | -750 | -34.4% | -$15.53万 | 减仓 |
| INTC | INTEL CORP | $29.68万 | 0.03% | 2,376 | 10 | 0.4% | $1,249 | 加仓 |
| ILCG | ISHARES TR | $29.85万 | 0.03% | 2,600 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $30.40万 | 0.03% | 856 | 856 | — | $30.40万 | 新建仓 |
| IEUR | ISHARES TR | $31.17万 | 0.03% | 4,146 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $31.21万 | 0.03% | 4,870 | 690 | 16.5% | $4.42万 | 加仓 |
| AMAT | APPLIED MATLS INC | $31.48万 | 0.03% | 723 | -100 | -12.2% | -$4.35万 | 减仓 |
| GIS | GENERAL MILLS INC | $32.01万 | 0.03% | 9,230 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $32.07万 | 0.03% | 1,515 | -1 | -0.1% | -$212 | 减仓 |
| EMR | EMERSON ELEC CO | $32.13万 | 0.03% | 2,274 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $33.26万 | 0.03% | 2,100 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $33.42万 | 0.03% | 6,274 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $34.24万 | 0.03% | 12,513 | -800 | -6.0% | -$2.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $35.25万 | 0.03% | 472 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $35.39万 | 0.03% | 1,389 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $37.26万 | 0.04% | 1,055 | -100 | -8.7% | -$3.53万 | 减仓 |
| IWO | ISHARES TR | $37.38万 | 0.04% | 1,013 | -50 | -4.7% | -$1.84万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $37.42万 | 0.04% | 6,435 | -100 | -1.5% | -$5,815 | 减仓 |
| DE | DEERE & CO | $37.55万 | 0.04% | 653 | -1 | -0.2% | -$575 | 减仓 |
| EFG | ISHARES TR | $39.31万 | 0.04% | 3,207 | -1 | -0.0% | -$123 | 减仓 |
| STIP | ISHARES TR | $39.42万 | 0.04% | 3,805 | 800 | 26.6% | $8.29万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $39.59万 | 0.04% | 1,725 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $39.69万 | 0.04% | 3,900 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.15万 | 0.04% | 7,150 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $40.49万 | 0.04% | 2,360 | -15 | -0.6% | -$2,573 | 减仓 |
| QQQ | INVESCO QQQ TR | $40.69万 | 0.04% | 572 | -1 | -0.2% | -$711 | 减仓 |
| HSIC | SCHEIN HENRY INC | $41.85万 | 0.04% | 5,910 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $41.92万 | 0.04% | 921 | -183 | -16.6% | -$8.33万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $41.96万 | 0.04% | 2,454 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $43.38万 | 0.04% | 3,060 | -128 | -4.0% | -$1.81万 | 减仓 |
| USB | US BANCORP | $44.47万 | 0.04% | 8,008 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $48.77万 | 0.05% | 5,385 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $50.50万 | 0.05% | 1,179 | -10 | -0.8% | -$4,284 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $50.57万 | 0.05% | 10,000 | 1,500 | 17.6% | $7.59万 | 加仓 |
| RY | ROYAL BK CDA | $51.32万 | 0.05% | 2,825 | -200 | -6.6% | -$3.63万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $52.26万 | 0.05% | 1,675 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $53.88万 | 0.05% | 518 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $54.37万 | 0.05% | 1,498 | -1,413 | -48.5% | -$51.28万 | 减仓 |
| MRK | MERCK & CO INC | $55.51万 | 0.05% | 4,984 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $55.93万 | 0.05% | 7,661 | -1,000 | -11.5% | -$7.30万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $55.96万 | 0.05% | 2,657 | -1 | -0.0% | -$211 | 减仓 |
| T | AT&T INC | $56.88万 | 0.05% | 22,607 | -268 | -1.2% | -$6,743 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $57.65万 | 0.05% | 19,881 | 100 | 0.5% | $2,900 | 加仓 |
| ITOT | ISHARES TR | $57.70万 | 0.05% | 3,580 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $57.78万 | 0.05% | 1,944 | -1 | -0.1% | -$297 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $64.99万 | 0.06% | 9,725 | -35 | -0.4% | -$2,339 | 减仓 |
| IGSB | ISHARES TR | $65.68万 | 0.06% | 12,512 | 2,249 | 21.9% | $11.81万 | 加仓 |
| V | VISA INC | $68.19万 | 0.06% | 2,139 | 41 | 2.0% | $1.31万 | 加仓 |
| IVW | ISHARES TR | $68.86万 | 0.07% | 5,072 | -495 | -8.9% | -$6.72万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $74.17万 | 0.07% | 792 | -15 | -1.9% | -$1.40万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $78.63万 | 0.07% | 9,056 | -136 | -1.5% | -$1.18万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $85.22万 | 0.08% | 5,939 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $85.25万 | 0.08% | 24,364 | 23,959 | 5,915.8% | $83.83万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $85.91万 | 0.08% | 16,652 | -50 | -0.3% | -$2,580 | 减仓 |
| AZO | AUTOZONE INC | $88.10万 | 0.08% | 252 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $91.81万 | 0.09% | 35,753 | -2,939 | -7.6% | -$7.55万 | 减仓 |
| IQV | IQVIA HLDGS INC | $92.82万 | 0.09% | 5,194 | 407 | 8.5% | $7.27万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $95.68万 | 0.09% | 18,985 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $96.40万 | 0.09% | 23,506 | 1,275 | 5.7% | $5.23万 | 加仓 |
| IJH | ISHARES TR | $97.00万 | 0.09% | 13,110 | -382 | -2.8% | -$2.83万 | 减仓 |
| TXN | TEXAS INSTRS INC | $99.81万 | 0.09% | 3,468 | 251 | 7.8% | $7.22万 | 加仓 |
| CAT | CATERPILLAR INC | $100.25万 | 0.10% | 1,117 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $100.25万 | 0.10% | 59,816 | 39,996 | 201.8% | $67.03万 | 加仓 |
| MDT | MEDTRONIC PLC | $105.34万 | 0.10% | 13,833 | 720 | 5.5% | $5.48万 | 加仓 |
| DG | DOLLAR GEN CORP | $105.60万 | 0.10% | 9,321 | -125 | -1.3% | -$1.42万 | 减仓 |
| LOW | LOWES COS INC | $106.64万 | 0.10% | 4,653 | -100 | -2.1% | -$2.29万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $109.93万 | 0.10% | 22,284 | -500 | -2.2% | -$2.47万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $110.76万 | 0.11% | 9,422 | 140 | 1.5% | $1.65万 | 加仓 |
| LQD | ISHARES TR | $112.72万 | 0.11% | 10,322 | -200 | -1.9% | -$2.18万 | 减仓 |
| COP | CONOCOPHILLIPS | $115.13万 | 0.11% | 10,111 | -20 | -0.2% | -$2,277 | 减仓 |
| BDX | BECTON DICKINSON & CO | $115.72万 | 0.11% | 7,744 | -205 | -2.6% | -$3.06万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $122.08万 | 0.12% | 16,180 | -1,661 | -9.3% | -$12.53万 | 减仓 |