LANDMARK WEALTH MANAGEMENT, INC.
NORMAL IL · SEC CIK 0001985016
$2.65亿2026Q1 申报市值
42持仓数
80.8%前十大占比 · 第一大 17.2%
2 / 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
FISR 加仓+$216.38万
SPLB 加仓+$178.23万
CERY 加仓+$152.66万
JNK 加仓+$127.78万
XLSR 加仓+$109.30万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$381.88万
BIL 重新持有-$211.66万
SPTL 减仓-$162.82万
SPDW 减仓-$136.81万
SPSM 减仓-$108.91万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | $29.27万 | 0.11% | 8,643 | -164 | -1.9% | -$5,553 | 减仓 |
| CAT | CATERPILLAR INC | $35.42万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $38.90万 | 0.15% | 2,644 | 2,644 | — | $38.90万 | 新建仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $45.47万 | 0.17% | 8,278 | -143 | -1.7% | -$7,855 | 减仓 |
| WMT | WALMART INC | $47.98万 | 0.18% | 3,861 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $50.14万 | 0.19% | 1,148 | 2 | 0.2% | $874 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $59.18万 | 0.22% | 10,225 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $71.19万 | 0.27% | 11,841 | -432 | -3.5% | -$2.60万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $74.64万 | 0.28% | 6,518 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $75.96万 | 0.29% | 15,808 | 15,808 | — | $75.96万 | 新建仓 |
| PALC | PACER FDS TR | $76.21万 | 0.29% | 14,709 | 23 | 0.2% | $1,192 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $88.69万 | 0.33% | 34,592 | 275 | 0.8% | $7,051 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $90.92万 | 0.34% | 23,337 | -313 | -1.3% | -$1.22万 | 减仓 |
| SMLF | ISHARES TR | $91.37万 | 0.34% | 12,103 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $99.37万 | 0.37% | 10,844 | -23,097 | -68.1% | -$211.66万 | 重新持有 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $108.05万 | 0.41% | 23,072 | -1,625 | -6.6% | -$7.61万 | 减仓 |
| EBND | SPDR SERIES TRUST | $121.17万 | 0.46% | 58,707 | 786 | 1.4% | $1.62万 | 加仓 |
| INTF | ISHARES TR | $122.22万 | 0.46% | 31,371 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $128.75万 | 0.49% | 50,255 | 29,220 | 138.9% | $74.86万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $141.54万 | 0.53% | 73,755 | -20 | -0.0% | -$384 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.54% | 2 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $166.57万 | 0.63% | 3,476 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $198.07万 | 0.75% | 75,311 | -61,908 | -45.1% | -$162.82万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $218.42万 | 0.82% | 54,415 | 775 | 1.4% | $3.11万 | 加仓 |
| JNK | SPDR SERIES TRUST | $229.52万 | 0.87% | 23,978 | 13,349 | 125.6% | $127.78万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $234.04万 | 0.88% | 94,371 | 1,474 | 1.6% | $3.66万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $263.91万 | 1.00% | 118,771 | 80,211 | 208.0% | $178.23万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $307.18万 | 1.16% | 72,740 | -1,681 | -2.3% | -$7.10万 | 减仓 |
| GLD | SPDR GOLD TR | $315.79万 | 1.19% | 7,339 | -677 | -8.4% | -$29.13万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $388.03万 | 1.46% | 65,523 | 109 | 0.2% | $6,455 | 加仓 |
| SPSM | SPDR SERIES TRUST | $504.32万 | 1.90% | 104,370 | -22,540 | -17.8% | -$108.91万 | 减仓 |
| CERY | SPDR SERIES TRUST | $537.62万 | 2.03% | 152,561 | 43,320 | 39.7% | $152.66万 | 加仓 |
| AAPL | APPLE INC | $888.57万 | 3.35% | 35,012 | -1 | -0.0% | -$254 | 减仓 |
| FISR | SSGA ACTIVE TR | $984.25万 | 3.71% | 382,677 | 84,129 | 28.2% | $216.38万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,061.74万 | 4.00% | 51,591 | 148 | 0.3% | $3.05万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $1,676.26万 | 6.32% | 290,312 | 18,930 | 7.0% | $109.30万 | 加仓 |
| IAGG | ISHARES TR | $1,757.15万 | 6.63% | 351,148 | -2,098 | -0.6% | -$10.50万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,770.67万 | 6.68% | 377,461 | 11,732 | 3.2% | $55.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,283.73万 | 8.61% | 35,116 | -5,872 | -14.3% | -$381.88万 | 减仓 |
| IUSB | ISHARES TR | $3,141.50万 | 11.85% | 680,126 | 12,679 | 1.9% | $58.56万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,292.89万 | 12.42% | 721,334 | -29,969 | -4.0% | -$136.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,553.69万 | 17.17% | 76,206 | 1,041 | 1.4% | $62.20万 | 加仓 |