Laurel Wealth Planning LLC
EDINA MN · SEC CIK 0001842010
$1.90亿2026Q1 申报市值
59持仓数
47.4%前十大占比 · 第一大 7.8%
3 / 0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
NULG 加仓+$469.69万
DFSI 新建仓+$402.35万
DFIV 加仓+$226.54万
FSMD 加仓+$182.17万
CGMM 加仓+$173.88万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$180.72万
IFRA 减仓-$42.53万
EWJ 减仓-$30.19万
ESGU 减仓-$28.85万
ESGE 减仓-$27.44万
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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWR | QUANTA SVCS INC | $21.74万 | 0.11% | 396 | 396 | — | $21.74万 | 新建仓 |
| NOBL | PROSHARES TR | $21.92万 | 0.12% | 2,068 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $23.74万 | 0.13% | 1,210 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $24.47万 | 0.13% | 661 | 86 | 15.0% | $3.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.57万 | 0.13% | 797 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $25.78万 | 0.14% | 2,848 | 534 | 23.1% | $4.83万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $26.86万 | 0.14% | 3,744 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $27.62万 | 0.15% | 5,811 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO EXCH TRADED FD TR II | $27.69万 | 0.15% | 11,602 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $29.78万 | 0.16% | 7,247 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $35.42万 | 0.19% | 811 | -179 | -18.1% | -$7.82万 | 减仓 |
| INDA | ISHARES TR | $42.77万 | 0.23% | 9,132 | -3,781 | -29.3% | -$17.71万 | 减仓 |
| IYY | ISHARES TR | $45.22万 | 0.24% | 2,854 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $45.28万 | 0.24% | 1,019 | 1,019 | — | $45.28万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $53.95万 | 0.28% | 4,221 | -490 | -10.4% | -$6.26万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $57.89万 | 0.31% | 7,564 | -412 | -5.2% | -$3.15万 | 减仓 |
| NUSC | NUSHARES ETF TR | $61.19万 | 0.32% | 13,580 | -543 | -3.8% | -$2.45万 | 减仓 |
| ECL | ECOLAB INC | $66.77万 | 0.35% | 2,510 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $71.56万 | 0.38% | 9,280 | -164 | -1.7% | -$1.26万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $80.93万 | 0.43% | 1,985 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $86.54万 | 0.46% | 19,019 | 103 | 0.5% | $4,687 | 加仓 |
| VB | VANGUARD INDEX FDS | $106.99万 | 0.56% | 4,085 | -10 | -0.2% | -$2,619 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $110.89万 | 0.58% | 5,070 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $112.21万 | 0.59% | 9,027 | -217 | -2.3% | -$2.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.60万 | 0.61% | 1,777 | -35 | -1.9% | -$2.28万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $117.30万 | 0.62% | 16,137 | -2,956 | -15.5% | -$21.49万 | 减仓 |
| AAPL | APPLE INC | $131.87万 | 0.70% | 5,196 | 1,497 | 40.5% | $37.99万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $156.56万 | 0.83% | 34,296 | -724 | -2.1% | -$3.31万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $159.24万 | 0.84% | 21,772 | -1,514 | -6.5% | -$11.07万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $187.67万 | 0.99% | 39,905 | -2,245 | -5.3% | -$10.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $195.85万 | 1.03% | 4,087 | -364 | -8.2% | -$17.44万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $217.60万 | 1.15% | 19,382 | 6 | 0.0% | $674 | 加仓 |
| MINO | PIMCO ETF TR | $227.00万 | 1.20% | 50,255 | 1,006 | 2.0% | $4.54万 | 加仓 |
| ESML | ISHARES TR | $274.38万 | 1.45% | 58,353 | -1,069 | -1.8% | -$5.03万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $285.49万 | 1.51% | 56,001 | 1,233 | 2.3% | $6.29万 | 加仓 |
| BGRN | ISHARES TR | $330.95万 | 1.75% | 69,716 | 56 | 0.1% | $2,658 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $357.70万 | 1.89% | 121,831 | 59,223 | 94.6% | $173.88万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $402.35万 | 2.12% | 94,894 | 94,894 | — | $402.35万 | 新建仓 |
| IVV | ISHARES TR | $408.92万 | 2.16% | 6,260 | 190 | 3.1% | $12.41万 | 加仓 |
| DSI | ISHARES TR | $413.46万 | 2.18% | 34,117 | -323 | -0.9% | -$3.91万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $415.58万 | 2.19% | 92,930 | 40,735 | 78.0% | $182.17万 | 加仓 |
| EMNT | PIMCO ETF TR | $442.63万 | 2.33% | 44,744 | 436 | 1.0% | $4.31万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $486.81万 | 2.57% | 48,749 | 184 | 0.4% | $1.84万 | 加仓 |
| EWJ | ISHARES INC | $531.03万 | 2.80% | 62,889 | -3,575 | -5.4% | -$30.19万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $533.77万 | 2.82% | 83,297 | -207 | -0.2% | -$1.33万 | 减仓 |
| IVW | ISHARES TR | $572.18万 | 3.02% | 50,586 | -1,972 | -3.8% | -$22.31万 | 减仓 |
| COWG | PACER FDS TR | $584.08万 | 3.08% | 173,119 | -3,881 | -2.2% | -$13.09万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $590.09万 | 3.11% | 154,232 | -3,192 | -2.0% | -$12.21万 | 减仓 |
| ESGE | ISHARES INC | $601.15万 | 3.17% | 132,209 | -6,035 | -4.4% | -$27.44万 | 减仓 |
| MOAT | VANECK ETF TRUST | $619.35万 | 3.27% | 64,049 | -29 | -0.0% | -$2,804 | 减仓 |
| EPI | WISDOMTREE TR | $621.25万 | 3.28% | 152,267 | 8,362 | 5.8% | $34.12万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $743.21万 | 3.92% | 131,355 | -31,940 | -19.6% | -$180.72万 | 减仓 |
| NULG | NUSHARES ETF TR | $791.71万 | 4.18% | 87,058 | 51,648 | 145.9% | $469.69万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $805.54万 | 4.25% | 152,623 | 42,921 | 39.1% | $226.54万 | 加仓 |
| ESGD | ISHARES TR | $885.39万 | 4.67% | 92,595 | 889 | 1.0% | $8.50万 | 加仓 |
| ESGU | ISHARES TR | $994.27万 | 5.24% | 70,306 | -2,040 | -2.8% | -$28.85万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $996.99万 | 5.26% | 158,051 | -2,015 | -1.3% | -$12.71万 | 减仓 |
| IFRA | ISHARES TR | $1,054.91万 | 5.56% | 184,424 | -7,436 | -3.9% | -$42.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,472.72万 | 7.77% | 24,646 | -6 | -0.0% | -$3,585 | 减仓 |