Laidlaw Wealth Management LLC
NEW YORK CITY NY · SEC CIK 0001800608
$3,506.11万2026Q2 申报市值
59持仓数
46.3%前十大占比 · 第一大 9.1%
17 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMAT 新建仓+$69.09万
KO 新建仓+$63.94万
STT 新建仓+$53.02万
MS 新建仓+$41.75万
BE 新建仓+$39.35万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$163.78万
CASY 清仓-$61.94万
CRWD 减仓-$50.67万
OUNZ 清仓-$40.76万
SHLD 减仓-$37.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $317.33万 | 9.05% | 15,860 | -934 | -5.6% | -$18.69万 | 减仓 |
| AAPL | APPLE INC | $219.83万 | 6.27% | 7,597 | -5,660 | -42.7% | -$163.78万 | 减仓 |
| QQQ | INVESCO QQQ TR | $189.11万 | 5.39% | 2,568 | 75 | 3.0% | $5.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $168.83万 | 4.82% | 4,526 | 88 | 2.0% | $3.28万 | 加仓 |
| TSLA | TESLA INC | $151.88万 | 4.33% | 3,611 | -104 | -2.8% | -$4.37万 | 减仓 |
| META | META PLATFORMS INC | $135.14万 | 3.85% | 2,399 | -81 | -3.3% | -$4.56万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $129.25万 | 3.69% | 3,790 | 27 | 0.7% | $9,208 | 加仓 |
| LLY | ELI LILLY & CO | $126.18万 | 3.60% | 1,052 | 106 | 11.2% | $12.71万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $97.64万 | 2.78% | 40,701 | 80 | 0.2% | $1,919 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $87.55万 | 2.50% | 9,122 | -524 | -5.4% | -$5.03万 | 减仓 |
| GOOGL | ALPHABET INC | $79.23万 | 2.26% | 2,217 | 377 | 20.5% | $13.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.96万 | 2.25% | 1,578 | 112 | 7.6% | $5.60万 | 加仓 |
| AMZN | AMAZON COM INC | $76.22万 | 2.17% | 3,198 | -175 | -5.2% | -$4.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $69.09万 | 1.97% | 956 | 956 | — | $69.09万 | 新建仓 |
| KO | COCA COLA CO | $63.94万 | 1.82% | 7,867 | 7,867 | — | $63.94万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $60.93万 | 1.74% | 2,565 | 1,223 | 91.1% | $29.05万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.00万 | 1.68% | 5,057 | -526 | -9.4% | -$6.14万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $56.18万 | 1.60% | 3,885 | 1,427 | 58.1% | $20.64万 | 加仓 |
| AVGO | BROADCOM INC | $53.16万 | 1.52% | 1,407 | -26 | -1.8% | -$9,824 | 减仓 |
| STT | STATE STR CORP | $53.02万 | 1.51% | 3,126 | 3,126 | — | $53.02万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $51.10万 | 1.46% | 11,602 | 2,347 | 25.4% | $10.34万 | 加仓 |
| APH | AMPHENOL CORP | $48.06万 | 1.37% | 2,726 | 1,130 | 70.8% | $19.92万 | 重新持有 |
| SHLD | GLOBAL X FDS | $46.54万 | 1.33% | 7,795 | -6,267 | -44.6% | -$37.42万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $45.64万 | 1.30% | 2,523 | 609 | 31.8% | $11.02万 | 加仓 |
| ET | ENERGY TRANSFER L P | $43.17万 | 1.23% | 22,580 | -4,250 | -15.8% | -$8.13万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $41.82万 | 1.19% | 548 | -664 | -54.8% | -$50.67万 | 减仓 |
| MS | MORGAN STANLEY | $41.75万 | 1.19% | 1,997 | 1,997 | — | $41.75万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $39.35万 | 1.12% | 1,300 | 1,300 | — | $39.35万 | 新建仓 |
| JBL | JABIL INC | $39.20万 | 1.12% | 1,017 | 223 | 28.1% | $8.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $39.13万 | 1.12% | 339 | 339 | — | $39.13万 | 新建仓 |
| NFLX | NETFLIX INC. | $38.38万 | 1.09% | 5,375 | 485 | 9.9% | $3.46万 | 加仓 |
| CMI | CUMMINS INC | $37.59万 | 1.07% | 527 | 527 | — | $37.59万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $36.50万 | 1.04% | 1,115 | 5 | 0.5% | $1,637 | 加仓 |
| GILD | GILEAD SCIENCES INC | $36.21万 | 1.03% | 2,866 | 1,221 | 74.2% | $15.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $36.01万 | 1.03% | 831 | 831 | — | $36.01万 | 新建仓 |
| RL | RALPH LAUREN CORP | $35.48万 | 1.01% | 884 | 179 | 25.4% | $7.19万 | 重新持有 |
| COPX | GLOBAL X FDS | $34.74万 | 0.99% | 4,513 | 4,513 | — | $34.74万 | 新建仓 |
| GEV | GE VERNOVA INC | $34.54万 | 0.99% | 294 | 294 | — | $34.54万 | 新建仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $30.45万 | 0.87% | 28,350 | -1,250 | -4.2% | -$1.34万 | 减仓 |
| WMB | WILLIAMS COS INC | $30.16万 | 0.86% | 4,057 | 4,057 | — | $30.16万 | 新建仓 |
| EQT | EQT CORP | $29.70万 | 0.85% | 5,586 | -1,365 | -19.6% | -$7.26万 | 减仓 |
| C | CITIGROUP INC | $29.53万 | 0.84% | 2,110 | 2,110 | — | $29.53万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $27.98万 | 0.80% | 5,269 | -2,528 | -32.4% | -$13.43万 | 减仓 |
| QXO | QXO INC | $27.91万 | 0.80% | 16,150 | 1,145 | 7.6% | $1.98万 | 加仓 |
| NRG | NRG ENERGY INC | $27.12万 | 0.77% | 1,857 | 1,857 | — | $27.12万 | 新建仓 |
| SHOP | SHOPIFY INC | $26.80万 | 0.76% | 2,347 | 240 | 11.4% | $2.74万 | 加仓 |
| COKE | COCA COLA CONS INC | $26.00万 | 0.74% | 1,362 | 26 | 1.9% | $4,964 | 重新持有 |
| SLV | ISHARES SILVER TR | $25.52万 | 0.73% | 4,772 | -1,028 | -17.7% | -$5.50万 | 减仓 |
| CTVA | CORTEVA INC | $25.09万 | 0.72% | 2,962 | 514 | 21.0% | $4.35万 | 加仓 |
| CRWV | COREWEAVE INC | $24.44万 | 0.70% | 2,455 | 2,455 | — | $24.44万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $23.73万 | 0.68% | 1,623 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $22.48万 | 0.64% | 2,407 | -1,535 | -38.9% | -$14.34万 | 重新持有 |
| AFL | AFLAC INC | $22.42万 | 0.64% | 1,912 | 10 | 0.5% | $1,172 | 加仓 |
| IONQ | IONQ INC | $21.87万 | 0.62% | 4,106 | 4,106 | — | $21.87万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.78万 | 0.59% | 500 | 500 | — | $20.78万 | 新建仓 |
| TWLO | TWILIO INC | $20.63万 | 0.59% | 1,000 | 1,000 | — | $20.63万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $19.02万 | 0.54% | 16,000 | -210 | -1.3% | -$2,497 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $15.05万 | 0.43% | 13,850 | 2,709 | 24.3% | $2.94万 | 加仓 |
| INFY | INFOSYS LTD | $11.75万 | 0.34% | 11,200 | -3,450 | -23.5% | -$3.62万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -851 | -100.0% | -$61.94万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -9,047 | -100.0% | -$40.76万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -594 | -100.0% | -$25.56万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -878 | -100.0% | -$25.19万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,410 | -100.0% | -$21.25万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -1,585 | -100.0% | -$20.17万 | 清仓 |
| TE | T1 ENERGY INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$18.00万 | 清仓 |
| — | VUZIX CORP | $0 | 0.00% | 0 | -34,352 | -100.0% | -$7.94万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -12,600 | -100.0% | -$2.46万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -25 | -100.0% | -$1,400 | 清仓 |
| USO | UNITED STS OIL FD LP 看跌期权 | $0 | 0.00% | 0 | -2 | -100.0% | -$444 | 清仓 |