Laidlaw Wealth Management LLC
NEW YORK CITY NY · SEC CIK 0001800608
$2,881.04万2026Q1 申报市值
49持仓数
55.8%前十大占比 · 第一大 11.7%
9 / 8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
XLE 新建仓+$47.76万
OUNZ 新建仓+$40.76万
BNY 新建仓+$29.16万
QXO 新建仓+$29.14万
CRWD 加仓+$21.47万
2026Q1 卖出最多 按季末市值估算
GLD 重新持有-$108.09万
EZU 清仓-$76.82万
SLV 减仓-$57.67万
RACE 清仓-$31.23万
XEMDX 减仓-$30.54万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $336.46万 | 11.68% | 13,257 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $292.88万 | 10.17% | 16,794 | 679 | 4.2% | $11.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $164.28万 | 5.70% | 4,438 | -75 | -1.7% | -$2.78万 | 减仓 |
| QQQ | INVESCO QQQ TR | $143.89万 | 4.99% | 2,493 | 57 | 2.3% | $3.29万 | 加仓 |
| META | META PLATFORMS INC | $141.87万 | 4.92% | 2,480 | -14 | -0.6% | -$8,009 | 减仓 |
| TSLA | TESLA INC | $138.11万 | 4.79% | 3,715 | -146 | -3.8% | -$5.43万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $121.02万 | 4.20% | 9,646 | -446 | -4.4% | -$5.60万 | 减仓 |
| SHLD | GLOBAL X FDS | $99.62万 | 3.46% | 14,062 | 1,914 | 15.8% | $13.56万 | 加仓 |
| LLY | ELI LILLY & CO | $87.01万 | 3.02% | 946 | 98 | 11.6% | $9.01万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $81.67万 | 2.83% | 5,583 | 1,166 | 26.4% | $17.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.25万 | 2.44% | 1,466 | 128 | 9.6% | $6.13万 | 加仓 |
| AMZN | AMAZON COM INC | $70.25万 | 2.44% | 3,373 | 806 | 31.4% | $16.79万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $61.94万 | 2.15% | 851 | -193 | -18.5% | -$14.05万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $60.33万 | 2.09% | 3,763 | 697 | 22.7% | $11.17万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $58.62万 | 2.03% | 40,621 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $52.91万 | 1.84% | 1,840 | -506 | -21.6% | -$14.55万 | 减仓 |
| ET | ENERGY TRANSFER L P | $51.78万 | 1.80% | 26,830 | 6,000 | 28.8% | $11.58万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $47.76万 | 1.66% | 7,797 | 7,797 | — | $47.76万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $47.32万 | 1.64% | 1,212 | 550 | 83.1% | $21.47万 | 加仓 |
| NFLX | NETFLIX INC. | $47.02万 | 1.63% | 4,890 | 680 | 16.2% | $6.54万 | 加仓 |
| AVGO | BROADCOM INC | $44.36万 | 1.54% | 1,433 | 15 | 1.1% | $4,643 | 加仓 |
| EQT | EQT CORP | $44.24万 | 1.54% | 6,951 | 467 | 7.2% | $2.97万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $40.76万 | 1.41% | 9,047 | 9,047 | — | $40.76万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $39.94万 | 1.39% | 9,255 | 563 | 6.5% | $2.43万 | 加仓 |
| SLV | ISHARES SILVER TR | $39.52万 | 1.37% | 5,800 | -8,463 | -59.3% | -$57.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $32.65万 | 1.13% | 1,110 | 150 | 15.6% | $4.41万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $31.65万 | 1.10% | 1,914 | -474 | -19.8% | -$7.84万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $29.16万 | 1.01% | 2,458 | 2,458 | — | $29.16万 | 新建仓 |
| QXO | QXO INC | $29.14万 | 1.01% | 15,005 | 15,005 | — | $29.14万 | 新建仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $29.07万 | 1.01% | 29,600 | -31,100 | -51.2% | -$30.54万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $28.36万 | 0.98% | 1,342 | -290 | -17.8% | -$6.13万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $28.34万 | 0.98% | 1,623 | 600 | 58.7% | $10.48万 | 加仓 |
| — | ISHARES ETHEREUM TR | $25.66万 | 0.89% | 16,210 | -2,720 | -14.4% | -$4.31万 | 减仓 |
| GLD | SPDR GOLD TR | $25.56万 | 0.89% | 594 | -2,512 | -80.9% | -$108.09万 | 重新持有 |
| GOOG | ALPHABET INC | $25.19万 | 0.87% | 878 | -110 | -11.1% | -$3.16万 | 减仓 |
| SHOP | SHOPIFY INC | $24.99万 | 0.87% | 2,107 | -340 | -13.9% | -$4.03万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $22.93万 | 0.80% | 1,645 | -263 | -13.8% | -$3.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $21.25万 | 0.74% | 2,410 | 2,410 | — | $21.25万 | 新建仓 |
| JBL | JABIL INC | $21.09万 | 0.73% | 794 | -541 | -40.5% | -$14.37万 | 减仓 |
| AFL | AFLAC INC | $20.87万 | 0.72% | 1,902 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $20.49万 | 0.71% | 2,448 | 2,448 | — | $20.49万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $20.17万 | 0.70% | 1,585 | 1,585 | — | $20.17万 | 新建仓 |
| INFY | INFOSYS LTD | $19.79万 | 0.69% | 14,650 | 3,450 | 30.8% | $4.66万 | 加仓 |
| TE | T1 ENERGY INC | $18.00万 | 0.62% | 41,000 | -1,500 | -3.5% | -$6,585 | 重新持有 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $12.32万 | 0.43% | 11,141 | 500 | 4.7% | $5,530 | 加仓 |
| — | VUZIX CORP | $7.94万 | 0.28% | 34,352 | 0 | 0.0% | — | 重新持有 |
| — | BITFARMS LTD | $2.46万 | 0.09% | 12,600 | 0 | 0.0% | — | 重新持有 |
| AAPL | APPLE INC 看跌期权 | $1,400 | 0.00% | 25 | 25 | — | $1,400 | 新建仓 |
| USO | UNITED STS OIL FD LP 看跌期权 | $444 | 0.00% | 2 | 2 | — | $444 | 新建仓 |
| EZU | ISHARES INC | $0 | 0.00% | 0 | -11,985 | -100.0% | -$76.82万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -845 | -100.0% | -$31.23万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -218 | -100.0% | -$28.99万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -833 | -100.0% | -$28.04万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -444 | -100.0% | -$25.78万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -272 | -100.0% | -$23.46万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INSPIRA TECHNOLOGIES OXY BHN | $0 | 0.00% | 0 | -13,500 | -100.0% | -$1.22万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -15 | -100.0% | -$206 | 清仓 |