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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES TR | $123.42万 | 0.12% | 10,949 | -125 | -1.1% | -$1.41万 | 减仓 |
| MMM | 3M CO | $126.44万 | 0.12% | 8,824 | -399 | -4.3% | -$5.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $128.90万 | 0.12% | 18,198 | -3,000 | -14.2% | -$21.25万 | 减仓 |
| MUB | ISHARES TR | $129.60万 | 0.12% | 12,112 | 7 | 0.1% | $749 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.55万 | 0.13% | 1,334 | -7 | -0.5% | -$7,060 | 减仓 |
| IVE | ISHARES TR | $138.07万 | 0.13% | 6,157 | -10 | -0.2% | -$2,242 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $144.70万 | 0.14% | 15,029 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $150.51万 | 0.14% | 6,551 | 289 | 4.6% | $6.64万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $155.92万 | 0.15% | 17,810 | 1,000 | 5.9% | $8.75万 | 加仓 |
| ORCL | ORACLE CORP | $162.31万 | 0.15% | 8,283 | 212 | 2.6% | $4.15万 | 加仓 |
| IBDW | ISHARES TR | $162.66万 | 0.15% | 77,790 | 15,285 | 24.5% | $31.96万 | 加仓 |
| BLK | BLACKROCK INC | $169.54万 | 0.16% | 1,563 | 29 | 1.9% | $3.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $169.96万 | 0.16% | 5,378 | -12 | -0.2% | -$3,792 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $179.79万 | 0.17% | 17,788 | 3,305 | 22.8% | $33.41万 | 加仓 |
| IWF | ISHARES TR | $180.12万 | 0.17% | 14,580 | 10,935 | 300.0% | $135.09万 | 加仓 |
| WFC | WELLS FARGO & CO | $192.66万 | 0.18% | 25,470 | 749 | 3.0% | $5.67万 | 加仓 |
| SLQD | ISHARES TR | $194.46万 | 0.18% | 38,583 | -1,578 | -3.9% | -$7.95万 | 减仓 |
| NKE | NIKE INC | $203.80万 | 0.19% | 46,171 | 6,978 | 17.8% | $30.80万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $204.33万 | 0.19% | 43,272 | 226 | 0.5% | $1.07万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $206.14万 | 0.20% | 34,300 | 102 | 0.3% | $6,130 | 加仓 |
| IVV | ISHARES TR | $214.46万 | 0.20% | 2,894 | 79 | 2.8% | $5.85万 | 加仓 |
| IYJ | ISHARES TR | $215.22万 | 0.20% | 13,685 | 555 | 4.2% | $8.73万 | 加仓 |
| DVY | ISHARES TR | $217.58万 | 0.21% | 14,288 | -1 | -0.0% | -$152 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $223.37万 | 0.21% | 18,583 | 1,054 | 6.0% | $12.67万 | 加仓 |
| IYH | ISHARES TR | $231.99万 | 0.22% | 38,396 | 440 | 1.2% | $2.66万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $235.25万 | 0.22% | 42,235 | 3,710 | 9.6% | $20.66万 | 加仓 |
| DIS | DISNEY WALT CO | $240.52万 | 0.23% | 22,267 | 231 | 1.0% | $2.50万 | 加仓 |
| TFC | TRUIST FINL CORP | $242.60万 | 0.23% | 49,400 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $247.19万 | 0.23% | 29,365 | 393 | 1.4% | $3.31万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $250.72万 | 0.24% | 31,902 | 2,795 | 9.6% | $21.97万 | 加仓 |
| CRM | SALESFORCE INC | $251.42万 | 0.24% | 13,828 | -448 | -3.1% | -$8.15万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $253.94万 | 0.24% | 14,662 | 822 | 5.9% | $14.24万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $258.14万 | 0.25% | 52,265 | 13,330 | 34.2% | $65.84万 | 加仓 |
| IBDV | ISHARES TR | $259.48万 | 0.25% | 118,700 | 17,800 | 17.6% | $38.91万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $260.57万 | 0.25% | 51,854 | 5,514 | 11.9% | $27.71万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $261.24万 | 0.25% | 58,417 | -291 | -0.5% | -$1.30万 | 减仓 |
| SHY | ISHARES TR | $290.26万 | 0.28% | 35,268 | 6,135 | 21.1% | $50.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $293.98万 | 0.28% | 4,336 | 140 | 3.3% | $9.49万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $302.79万 | 0.29% | 154,839 | -2,690 | -1.7% | -$5.26万 | 减仓 |
| ENB | ENBRIDGE INC | $303.31万 | 0.29% | 56,598 | -2,517 | -4.3% | -$13.49万 | 减仓 |
| VGT | VANGUARD WORLD FD | $309.23万 | 0.29% | 4,432 | 2,305 | 108.4% | $160.82万 | 加仓 |
| UNP | UNION PAC CORP | $310.92万 | 0.30% | 11,748 | 764 | 7.0% | $20.22万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $312.39万 | 0.30% | 14,667 | -288 | -1.9% | -$6.13万 | 减仓 |
| NFLX | NETFLIX INC. | $312.43万 | 0.30% | 35,710 | 645 | 1.8% | $5.64万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $328.57万 | 0.31% | 28,097 | 1,310 | 4.9% | $15.32万 | 加仓 |
| IBDU | ISHARES TR | $335.51万 | 0.32% | 144,615 | 11,365 | 8.5% | $26.37万 | 加仓 |
| — | HONEYWELL INTL INC | $339.39万 | 0.32% | 15,925 | -95 | -0.6% | -$2.02万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $346.65万 | 0.33% | 34,397 | 7,257 | 26.7% | $73.14万 | 加仓 |
| PAVE | GLOBAL X FDS | $357.15万 | 0.34% | 62,890 | -85 | -0.1% | -$4,827 | 减仓 |
| GCOW | PACER FDS TR | $358.68万 | 0.34% | 78,709 | 2,110 | 2.8% | $9.62万 | 加仓 |
| EFA | ISHARES TR | $373.91万 | 0.35% | 35,967 | -495 | -1.4% | -$5.15万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $374.68万 | 0.36% | 44,435 | -125 | -0.3% | -$1.05万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $387.29万 | 0.37% | 207,386 | 55,379 | 36.4% | $103.42万 | 加仓 |
| IBDS | ISHARES TR | $405.61万 | 0.39% | 167,679 | 4,477 | 2.7% | $10.83万 | 加仓 |
| — | EXXON MOBIL CORP | $424.26万 | 0.40% | 29,347 | 390 | 1.3% | $5.64万 | 加仓 |
| SO | SOUTHERN CO | $425.26万 | 0.40% | 46,325 | -475 | -1.0% | -$4.36万 | 减仓 |
| IBDT | ISHARES TR | $436.39万 | 0.41% | 172,689 | 9,199 | 5.6% | $23.25万 | 加仓 |
| GLD | SPDR GOLD TR | $436.50万 | 0.41% | 10,063 | 325 | 3.3% | $14.10万 | 加仓 |
| RTX | RTX CORPORATION | $440.40万 | 0.42% | 25,010 | 484 | 2.0% | $8.52万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $453.63万 | 0.43% | 60,227 | 885 | 1.5% | $6.67万 | 加仓 |
| PEP | PEPSICO INC | $467.00万 | 0.44% | 30,203 | 861 | 2.9% | $13.31万 | 加仓 |
| CVX | CHEVRON CORPORATION | $523.66万 | 0.50% | 28,833 | 1,556 | 5.7% | $28.26万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $532.05万 | 0.51% | 10,081 | 745 | 8.0% | $39.32万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $532.13万 | 0.51% | 101,223 | 1,018 | 1.0% | $5.35万 | 加仓 |
| IYW | ISHARES TR | $539.72万 | 0.51% | 22,616 | 244 | 1.1% | $5.82万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $543.53万 | 0.52% | 265,848 | 19,512 | 7.9% | $39.89万 | 加仓 |
| MCD | MCDONALDS CORP | $552.72万 | 0.52% | 20,044 | 308 | 1.6% | $8.49万 | 加仓 |
| TJX | TJX COS INC NEW | $555.75万 | 0.53% | 36,238 | 854 | 2.4% | $13.10万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $561.81万 | 0.53% | 109,643 | 651 | 0.6% | $3.34万 | 加仓 |
| IBDR | ISHARES TR | $582.25万 | 0.55% | 240,600 | -11,902 | -4.7% | -$28.80万 | 减仓 |
| IWM | ISHARES TR | $583.29万 | 0.55% | 20,526 | 3,889 | 23.4% | $110.51万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $611.47万 | 0.58% | 311,024 | 3,403 | 1.1% | $6.69万 | 加仓 |
| ABBV | ABBVIE INC | $614.77万 | 0.58% | 30,502 | 105 | 0.3% | $2.12万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $682.27万 | 0.65% | 46,597 | 1,394 | 3.1% | $20.41万 | 加仓 |
| META | META PLATFORMS INC | $694.87万 | 0.66% | 11,398 | 138 | 1.2% | $8.41万 | 加仓 |
| KO | COCA COLA CO | $728.59万 | 0.69% | 92,909 | 2,597 | 2.9% | $20.37万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $740.56万 | 0.70% | 42,192 | 2,345 | 5.9% | $41.16万 | 加仓 |
| USFR | WISDOMTREE TR | $765.28万 | 0.73% | 151,841 | -9,370 | -5.8% | -$47.22万 | 减仓 |
| AMGN | AMGEN INC | $774.39万 | 0.74% | 23,346 | 104 | 0.4% | $3.45万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $812.84万 | 0.77% | 161,855 | 15,455 | 10.6% | $77.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $830.47万 | 0.79% | 17,449 | 106 | 0.6% | $5.04万 | 加仓 |
| HD | HOME DEPOT INC | $899.97万 | 0.85% | 28,350 | 808 | 2.9% | $25.65万 | 加仓 |
| GLIBK | GCI LIBERTY INC | $902.69万 | 0.86% | 343,750 | 343,750 | — | $902.69万 | 新建仓 |
| GOOG | ALPHABET INC | $911.75万 | 0.87% | 22,963 | 28 | 0.1% | $1.11万 | 加仓 |
| IEFA | ISHARES TR | $943.45万 | 0.90% | 96,963 | 5,210 | 5.7% | $50.69万 | 加仓 |
| CSCO | CISCO SYS INC | $957.30万 | 0.91% | 99,130 | 2,353 | 2.4% | $22.72万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,071.80万 | 1.02% | 208,888 | -15 | -0.0% | -$770 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,099.59万 | 1.04% | 49,683 | -80 | -0.2% | -$1.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,184.01万 | 1.12% | 23,896 | 406 | 1.7% | $20.12万 | 加仓 |
| LLY | ELI LILLY & CO | $1,347.20万 | 1.28% | 14,204 | -157 | -1.1% | -$14.89万 | 减仓 |
| WMT | WALMART INC | $1,514.44万 | 1.44% | 116,111 | -1,509 | -1.3% | -$19.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,684.19万 | 1.60% | 55,750 | 32 | 0.1% | $9,667 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,716.85万 | 1.63% | 23,276 | 727 | 3.2% | $53.62万 | 加仓 |
| IJR | ISHARES TR | $1,780.73万 | 1.69% | 128,712 | 3,143 | 2.5% | $43.48万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,032.78万 | 1.93% | 163,709 | 10,423 | 6.8% | $129.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,576.62万 | 2.45% | 62,069 | 2,584 | 4.3% | $107.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,863.87万 | 2.72% | 133,079 | 2,299 | 1.8% | $49.47万 | 加仓 |
| SGOV | ISHARES TR | $2,888.16万 | 2.74% | 287,436 | 25,949 | 9.9% | $260.74万 | 加仓 |
| TFLO | ISHARES TR | $3,218.58万 | 3.06% | 636,839 | 36,399 | 6.1% | $183.96万 | 加仓 |
| GOOGL | ALPHABET INC | $3,311.33万 | 3.14% | 82,618 | -1,150 | -1.4% | -$46.09万 | 减仓 |