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
SCHW SCHWAB CHARLES CORP $00.00%0 -1-100.0% -$100 清仓
IONQ IONQ INC $00.00%0 -2-100.0% -$90 清仓
RNG RINGCENTRAL INC $00.00%0 -3-100.0% -$87 清仓
BEP BROOKFIELD RENEWABLE PARTNER $00.00%0 -3-100.0% -$81 清仓
— WW INTL INC $00.00%0 -2-100.0% -$59 清仓
HPE HEWLETT PACKARD ENTERPRISE C $00.00%0 -3-100.0% -$54 清仓
UNIT UNITI GROUP LLC $00.00%0 -7-100.0% -$50 清仓
NIO NIO INC $00.00%0 -9-100.0% -$46 清仓
— CASSAVA SCIENCES INC $00.00%0 -17-100.0% -$34 清仓
PTON PELOTON INTERACTIVE INC $00.00%0 -5-100.0% -$31 清仓
— DATAVAULT AI INC $00.00%0 -20-100.0% -$14 清仓
MSOS ADVISORSHARES TR $00.00%0 -2-100.0% -$5 清仓
— HEALTHY CHOICE WELLNESS CORP $00.00%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 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $20.06万0.02%365 00.0% — 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 00.0% — 不变
DXPE DXP ENTERPRISES INC $21.87万0.02%1,400 00.0% — 不变
IWR ISHARES TR $22.03万0.02%2,094 00.0% — 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 1,300167.7% $14.32万 加仓
IWD ISHARES TR $25.03万0.02%1,070 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $25.69万0.02%4,367 00.0% — 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 00.0% — 不变
ADI ANALOG DEVICES INC $28.41万0.03%682 00.0% — 不变
KMI KINDER MORGAN INC DEL $28.48万0.03%9,068 00.0% — 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%2,376 100.4% $1,249 加仓
ILCG ISHARES TR $29.85万0.03%2,600 00.0% — 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 00.0% — 不变
EES WISDOMTREE TR $31.21万0.03%4,870 69016.5% $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 00.0% — 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 00.0% — 不变
VDE VANGUARD WORLD FD $33.26万0.03%2,100 00.0% — 不变
SLB SLB LIMITED $33.42万0.03%6,274 00.0% — 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 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $35.39万0.03%1,389 00.0% — 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 80026.6% $8.29万 加仓
VXF VANGUARD INDEX FDS $39.59万0.04%1,725 00.0% — 不变
IWX ISHARES TR $39.69万0.04%3,900 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $40.15万0.04%7,150 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 不变
CCI CROWN CASTLE INC $48.77万0.05%5,385 00.0% — 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 1,50017.6% $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 00.0% — 不变
GEV GE VERNOVA INC $53.88万0.05%518 00.0% — 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 00.0% — 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 1000.5% $2,900 加仓
ITOT ISHARES TR $57.70万0.05%3,580 00.0% — 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 2,24921.9% $11.81万 加仓
V VISA INC $68.19万0.06%2,139 412.0% $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 00.0% — 不变
TOWN TOWNEBANK PORTSMOUTH VA $85.25万0.08%24,364 23,9595,915.8% $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 00.0% — 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 4078.5% $7.27万 加仓
VTIP VANGUARD MALVERN FDS $95.68万0.09%18,985 00.0% — 不变
EUAD SPINNAKER ETF SERIES $96.40万0.09%23,506 1,2755.7% $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 2517.8% $7.22万 加仓
CAT CATERPILLAR INC $100.25万0.10%1,117 00.0% — 不变
BSCU INVESCO EXCH TRD SLF IDX FD $100.25万0.10%59,816 39,996201.8% $67.03万 加仓
MDT MEDTRONIC PLC $105.34万0.10%13,833 7205.5% $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 1401.5% $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