Laurel Wealth Planning LLC
EDINA MN · SEC CIK 0001842010
$2.26亿2026Q2 申报市值
67持仓数
45.3%前十大占比 · 第一大 7.5%
7 / 0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
LVHI 新建仓+$765.69万
SPMO 新建仓+$476.46万
PVAL 新建仓+$390.46万
DFIV 加仓+$126.28万
CGMM 加仓+$62.95万
2026Q2 卖出最多 按季末市值估算
MOAT 减仓-$347.51万
IVV 减仓-$59.46万
ESGD 减仓-$34.91万
COWG 减仓-$24.49万
AAPL 减仓-$21.82万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,687.84万 | 7.47% | 24,575 | -71 | -0.3% | -$4.88万 | 减仓 |
| ESGU | ISHARES TR | $1,156.20万 | 5.12% | 70,642 | 336 | 0.5% | $5.50万 | 加仓 |
| IFRA | ISHARES TR | $1,141.84万 | 5.05% | 181,129 | -3,295 | -1.8% | -$20.77万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $1,133.36万 | 5.01% | 155,404 | -2,647 | -1.7% | -$19.30万 | 减仓 |
| NULG | NUSHARES ETF TR | $1,010.80万 | 4.47% | 86,349 | -709 | -0.8% | -$8.30万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $950.75万 | 4.21% | 176,000 | 23,377 | 15.3% | $126.28万 | 加仓 |
| ESGD | ISHARES TR | $917.05万 | 4.06% | 89,199 | -3,396 | -3.7% | -$34.91万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $779.83万 | 3.45% | 128,282 | -3,073 | -2.3% | -$18.68万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $765.69万 | 3.39% | 188,664 | 188,664 | — | $765.69万 | 新建仓 |
| ESGE | ISHARES INC | $704.11万 | 3.12% | 128,745 | -3,464 | -2.6% | -$18.94万 | 减仓 |
| IVW | ISHARES TR | $679.62万 | 3.01% | 49,416 | -1,170 | -2.3% | -$16.09万 | 减仓 |
| COWG | PACER FDS TR | $670.52万 | 2.97% | 167,019 | -6,100 | -3.5% | -$24.49万 | 减仓 |
| EPI | WISDOMTREE TR | $651.85万 | 2.88% | 152,372 | 105 | 0.1% | $4,492 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $626.23万 | 2.77% | 157,821 | 3,589 | 2.3% | $14.24万 | 加仓 |
| EWJ | ISHARES INC | $609.38万 | 2.70% | 65,335 | 2,446 | 3.9% | $22.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $596.01万 | 2.64% | 83,650 | 353 | 0.4% | $2.52万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $518.01万 | 2.29% | 98,015 | 5,085 | 5.5% | $26.87万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $512.21万 | 2.27% | 49,705 | 956 | 2.0% | $9.85万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $486.91万 | 2.15% | 107,963 | 13,069 | 13.8% | $58.94万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $476.46万 | 2.11% | 29,495 | 29,495 | — | $476.46万 | 新建仓 |
| DSI | ISHARES TR | $475.44万 | 2.10% | 33,390 | -727 | -2.1% | -$10.35万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $464.63万 | 2.06% | 140,924 | 19,093 | 15.7% | $62.95万 | 加仓 |
| EMNT | PIMCO ETF TR | $442.83万 | 1.96% | 44,758 | 14 | 0.0% | $1,385 | 加仓 |
| IVV | ISHARES TR | $409.36万 | 1.81% | 5,466 | -794 | -12.7% | -$59.46万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $390.46万 | 1.73% | 76,636 | 76,636 | — | $390.46万 | 新建仓 |
| BGRN | ISHARES TR | $343.60万 | 1.52% | 72,378 | 2,662 | 3.8% | $12.64万 | 加仓 |
| ESML | ISHARES TR | $329.85万 | 1.46% | 58,976 | 623 | 1.1% | $3.48万 | 加仓 |
| MOAT | VANECK ETF TRUST | $318.35万 | 1.41% | 30,622 | -33,427 | -52.2% | -$347.51万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $272.88万 | 1.21% | 53,505 | -2,496 | -4.5% | -$12.73万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $241.15万 | 1.07% | 18,236 | -1,146 | -5.9% | -$15.15万 | 减仓 |
| MINO | PIMCO ETF TR | $232.54万 | 1.03% | 50,818 | 563 | 1.1% | $2.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $199.51万 | 0.88% | 3,987 | -100 | -2.4% | -$5.00万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $193.56万 | 0.86% | 40,174 | 269 | 0.7% | $1.30万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $172.93万 | 0.77% | 34,318 | 22 | 0.1% | $1,109 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $151.39万 | 0.67% | 2,027 | 250 | 14.1% | $18.67万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $150.28万 | 0.66% | 20,064 | -1,708 | -7.8% | -$12.79万 | 减仓 |
| IJR | ISHARES TR | $132.93万 | 0.59% | 8,963 | -64 | -0.7% | -$9,492 | 减仓 |
| AAPL | APPLE INC | $128.53万 | 0.57% | 4,442 | -754 | -14.5% | -$21.82万 | 减仓 |
| VB | VANGUARD INDEX FDS | $123.82万 | 0.55% | 4,085 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $102.92万 | 0.46% | 13,471 | -2,666 | -16.5% | -$20.37万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $97.10万 | 0.43% | 11,752 | -158 | -1.3% | -$1.31万 | 减仓 |
| NULV | NUSHARES ETF TR | $96.69万 | 0.43% | 19,341 | 322 | 1.7% | $1.61万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $91.70万 | 0.41% | 5,062 | -8 | -0.2% | -$1,449 | 减仓 |
| INDA | ISHARES TR | $89.80万 | 0.40% | 18,181 | 9,049 | 99.1% | $44.69万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $76.08万 | 0.34% | 8,899 | -381 | -4.1% | -$3.26万 | 减仓 |
| ECL | ECOLAB INC | $69.93万 | 0.31% | 2,510 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $68.12万 | 0.30% | 13,070 | -510 | -3.8% | -$2.66万 | 减仓 |
| SHE | SPDR SERIES TRUST | $65.19万 | 0.29% | 4,221 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $52.21万 | 0.23% | 5,941 | -1,623 | -21.5% | -$14.26万 | 减仓 |
| IYY | ISHARES TR | $52.02万 | 0.23% | 2,854 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $46.75万 | 0.21% | 1,019 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $41.92万 | 0.19% | 4,866 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $33.79万 | 0.15% | 7,247 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.61万 | 0.15% | 1,420 | 1,420 | — | $33.61万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $31.40万 | 0.14% | 5,811 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $30.83万 | 0.14% | 3,744 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $29.60万 | 0.13% | 800 | 3 | 0.4% | $1,110 | 加仓 |
| PWR | QUANTA SVCS INC | $28.51万 | 0.13% | 396 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO EXCH TRADED FD TR II | $27.56万 | 0.12% | 11,246 | -356 | -3.1% | -$8,726 | 减仓 |
| MSFT | MICROSOFT CORP | $27.08万 | 0.12% | 726 | 65 | 9.8% | $2.42万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.37万 | 0.12% | 1,210 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $26.06万 | 0.12% | 627 | 627 | — | $26.06万 | 新建仓 |
| NOBL | PROSHARES TR | $23.23万 | 0.10% | 4,136 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $21.77万 | 0.10% | 4,174 | 4,174 | — | $21.77万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $20.77万 | 0.09% | 1,090 | 1,090 | — | $20.77万 | 新建仓 |
| ABBV | ABBVIE INC | $20.21万 | 0.09% | 803 | -228 | -22.1% | -$5.74万 | 重新持有 |
| IEFA | ISHARES TR | $20.10万 | 0.09% | 2,081 | -767 | -26.9% | -$7.41万 | 减仓 |