Lauer Wealth, LLC
VALPARAISO IN · SEC CIK 0001860063
$1.67亿2026Q2 申报市值
75持仓数
66.4%前十大占比 · 第一大 14.1%
33 / 26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
BMNR 加仓+$589.37万
VCSH 加仓+$529.07万
VCIT 加仓+$528.75万
QQQ 加仓+$341.49万
MSTR 加仓+$340.07万
2026Q2 卖出最多 按季末市值估算
VGSH 减仓-$415.73万
VGIT 减仓-$383.68万
IBIT 清仓-$270.10万
AMD 减仓-$214.87万
TLT 清仓-$207.84万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $2,348.56万 | 14.10% | 32,633 | 4,745 | 17.0% | $341.49万 | 加仓 |
| ILCV | ISHARES TR | $1,522.87万 | 9.14% | 147,394 | 3,488 | 2.4% | $36.04万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,458.46万 | 8.76% | 151,513 | -5,468 | -3.5% | -$52.63万 | 减仓 |
| USFR | WISDOMTREE TR | $1,315.59万 | 7.90% | 260,823 | 15,944 | 6.5% | $80.42万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,307.92万 | 7.85% | 251,668 | 12,820 | 5.4% | $66.63万 | 加仓 |
| TSLA | TESLA INC | $781.31万 | 4.69% | 19,721 | -141 | -0.7% | -$5.59万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $675.70万 | 4.06% | 82,705 | 64,719 | 359.8% | $528.75万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $674.68万 | 4.05% | 414,170 | 361,800 | 690.9% | $589.37万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $598.18万 | 3.59% | 76,105 | 67,312 | 765.5% | $529.07万 | 加仓 |
| MSTR | STRATEGY INC | $379.55万 | 2.28% | 38,896 | 34,850 | 861.3% | $340.07万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $350.14万 | 2.10% | 95,719 | -244,881 | -71.9% | -$895.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $345.74万 | 2.08% | 42,758 | 1,026 | 2.5% | $8.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $312.38万 | 1.88% | 14,749 | 14,749 | — | $312.38万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $293.31万 | 1.76% | 21,935 | 21,935 | — | $293.31万 | 新建仓 |
| EZM | WISDOMTREE TR | $269.29万 | 1.62% | 35,976 | -902 | -2.4% | -$6.75万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $244.56万 | 1.47% | 63,193 | 82 | 0.1% | $3,173 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $237.75万 | 1.43% | 40,943 | -71,592 | -63.6% | -$415.73万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $236.97万 | 1.42% | 40,474 | -65,531 | -61.8% | -$383.68万 | 减仓 |
| TLT | ISHARES TR 看涨期权 | $198.24万 | 1.19% | 23,578 | 23,578 | — | $198.24万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $180.58万 | 1.08% | 45,110 | 39,360 | 684.5% | $157.56万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $160.28万 | 0.96% | 4,164 | 4,164 | — | $160.28万 | 新建仓 |
| TEM | TEMPUS AI INC 看涨期权 | $141.63万 | 0.85% | 24,140 | 24,140 | — | $141.63万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $136.49万 | 0.82% | 11,655 | 1,095 | 10.4% | $12.82万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $119.26万 | 0.72% | 72,900 | 19,320 | 36.1% | $31.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $115.52万 | 0.69% | 1,175 | 485 | 70.3% | $47.68万 | 加仓 |
| — | ISHARES ETHEREUM TR 看涨期权 | $115.50万 | 0.69% | 81,452 | 45,752 | 128.2% | $64.88万 | 加仓 |
| META | META PLATFORMS INC | $99.68万 | 0.60% | 1,508 | 1,508 | — | $99.68万 | 新建仓 |
| IREN | IREN LIMITED | $91.48万 | 0.55% | 23,705 | 23,705 | — | $91.48万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $89.71万 | 0.54% | 2,417 | 4 | 0.2% | $1,485 | 加仓 |
| SHLD | GLOBAL X FDS 看涨期权 | $87.93万 | 0.53% | 14,601 | 14,601 | — | $87.93万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $81.93万 | 0.49% | 1,927 | -68 | -3.4% | -$2.89万 | 减仓 |
| VIS | VANGUARD WORLD FD | $76.10万 | 0.46% | 2,188 | 2,188 | — | $76.10万 | 新建仓 |
| AAPL | APPLE INC | $75.13万 | 0.45% | 2,386 | 188 | 8.6% | $5.92万 | 加仓 |
| ARKG | ARK ETF TR | $72.42万 | 0.43% | 17,643 | -5,000 | -22.1% | -$20.52万 | 减仓 |
| COPX | GLOBAL X FDS 看涨期权 | $71.44万 | 0.43% | 9,075 | 9,075 | — | $71.44万 | 新建仓 |
| AMZN | AMAZON COM INC | $71.23万 | 0.43% | 2,878 | -704 | -19.7% | -$17.42万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR 看涨期权 | $64.30万 | 0.39% | 3,502 | 3,502 | — | $64.30万 | 新建仓 |
| TQQQ | PROSHARES TR | $63.49万 | 0.38% | 8,463 | -106 | -1.2% | -$7,952 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $63.25万 | 0.38% | 1,154 | -3,920 | -77.3% | -$214.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.25万 | 0.37% | 828 | -50 | -5.7% | -$3.76万 | 减仓 |
| IJR | ISHARES TR | $59.37万 | 0.36% | 4,084 | 4,084 | — | $59.37万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $55.74万 | 0.33% | 129,920 | -74,300 | -36.4% | -$31.87万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $55.14万 | 0.33% | 27,750 | -5,500 | -16.5% | -$10.93万 | 减仓 |
| NFLX | NETFLIX INC. 看涨期权 | $51.48万 | 0.31% | 7,001 | 7,001 | — | $51.48万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $51.29万 | 0.31% | 2,000 | 2,000 | — | $51.29万 | 新建仓 |
| TFLO | ISHARES TR | $50.41万 | 0.30% | 9,967 | 9,967 | — | $50.41万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $41.99万 | 0.25% | 1,190 | 1,190 | — | $41.99万 | 新建仓 |
| ORCL | ORACLE CORP | $41.20万 | 0.25% | 3,220 | 3,220 | — | $41.20万 | 新建仓 |
| — | VOLATILITY SHS TR | $40.74万 | 0.24% | 52,700 | 52,700 | — | $40.74万 | 新建仓 |
| GE | GE AEROSPACE | $37.85万 | 0.23% | 1,070 | 1,070 | — | $37.85万 | 新建仓 |
| SMR | NUSCALE PWR CORP 看涨期权 | $37.56万 | 0.23% | 43,670 | 43,670 | — | $37.56万 | 新建仓 |
| URA | GLOBAL X FDS 看涨期权 | $37.42万 | 0.22% | 9,007 | 9,007 | — | $37.42万 | 新建仓 |
| CRM | SALESFORCE INC | $34.60万 | 0.21% | 2,065 | 2,065 | — | $34.60万 | 新建仓 |
| ARKQ | ARK ETF TR | $32.55万 | 0.20% | 2,662 | 640 | 31.7% | $7.83万 | 加仓 |
| QCOM | QUALCOMM INC | $29.49万 | 0.18% | 1,656 | 1,656 | — | $29.49万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $28.72万 | 0.17% | 6,286 | 6,286 | — | $28.72万 | 新建仓 |
| AGG | ISHARES TR | $28.62万 | 0.17% | 2,920 | 25 | 0.9% | $2,450 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $28.57万 | 0.17% | 2,633 | 2,633 | — | $28.57万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $28.03万 | 0.17% | 2,060 | 2,060 | — | $28.03万 | 新建仓 |
| IGV | ISHARES TR 看涨期权 | $25.47万 | 0.15% | 2,720 | 2,720 | — | $25.47万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $24.80万 | 0.15% | 4,500 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $24.74万 | 0.15% | 18,700 | 8,150 | 77.3% | $10.78万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.74万 | 0.14% | 5,354 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $22.72万 | 0.14% | 2,857 | -200 | -6.5% | -$1.59万 | 减仓 |
| SYM | SYMBOTIC INC 看涨期权 | $21.83万 | 0.13% | 5,000 | 5,000 | — | $21.83万 | 新建仓 |
| — | INVESCO VALUE MUN INCOME TR | $21.20万 | 0.13% | 16,500 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $20.43万 | 0.12% | 10,780 | 280 | 2.7% | $5,306 | 加仓 |
| IONQ | IONQ INC | $20.41万 | 0.12% | 5,195 | 88 | 1.7% | $3,458 | 重新持有 |
| — | INVESCO EXCH TRADED FD TR II | $20.13万 | 0.12% | 6,200 | 6,200 | — | $20.13万 | 新建仓 |
| ASST | STRIVE INC | $18.89万 | 0.11% | 15,225 | 15,225 | — | $18.89万 | 新建仓 |
| — | DEFI DEVELOPMENT CORP 看涨期权 | $15.38万 | 0.09% | 49,300 | 49,300 | — | $15.38万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $14.61万 | 0.09% | 15,000 | -13,200 | -46.8% | -$12.86万 | 减仓 |
| — | CANOPY GROWTH CORPORATION 看涨期权 | $12.77万 | 0.08% | 133,000 | 500 | 0.4% | $480 | 加仓 |
| — | SOLUNA HOLDINGS INC | $5.60万 | 0.03% | 50,000 | 50,000 | — | $5.60万 | 新建仓 |
| — | DRAGANFLY INC. | $4.75万 | 0.03% | 10,000 | 10,000 | — | $4.75万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -66,824 | -100.0% | -$270.10万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -23,912 | -100.0% | -$207.84万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -9,645 | -100.0% | -$175.62万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -19,111 | -100.0% | -$143.26万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,725 | -100.0% | -$94.66万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -52,340 | -100.0% | -$87.51万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -10,200 | -100.0% | -$48.45万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,677 | -100.0% | -$37.93万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -1,002 | -100.0% | -$37.51万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -6,302 | -100.0% | -$32.39万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,605 | -100.0% | -$28.48万 | 清仓 |
| — | DEFI DEVELOPMENT CORP | $0 | 0.00% | 0 | -79,100 | -100.0% | -$28.16万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -26,000 | -100.0% | -$25.69万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -10,650 | -100.0% | -$25.23万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -23,650 | -100.0% | -$24.57万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,600 | -100.0% | -$24.29万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,360 | -100.0% | -$23.46万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -2,016 | -100.0% | -$20.25万 | 清仓 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -11,420 | -100.0% | -$11.26万 | 清仓 |
| — | STRATEGY INC 看涨期权 | $0 | 0.00% | 0 | -16,100 | -100.0% | -$10.09万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE 看涨期权 | $0 | 0.00% | 0 | -115,200 | -100.0% | -$9.01万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC 看涨期权 | $0 | 0.00% | 0 | -57,200 | -100.0% | -$7.46万 | 清仓 |
| — | VOLATILITY SHS TR 看涨期权 | $0 | 0.00% | 0 | -105,200 | -100.0% | -$2.61万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.51万 | 清仓 |
| — | CLEANSPARK INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.22万 | 清仓 |