LANDMARK WEALTH MANAGEMENT, INC.
NORMAL IL · SEC CIK 0001985016
$3.02亿2026Q2 申报市值
44持仓数
80.8%前十大占比 · 第一大 18.0%
4 / 2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
SPY 加仓+$474.12万
JNK 加仓+$362.54万
IAGG 加仓+$239.70万
IUSB 加仓+$224.35万
SPEM 加仓+$205.43万
2026Q2 卖出最多 按季末市值估算
SPDW 减仓-$326.04万
FISR 减仓-$241.99万
BIL 清仓-$99.37万
SPAB 减仓-$97.75万
BNDX 清仓-$75.96万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,844 | -100.0% | -$99.37万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -15,808 | -100.0% | -$75.96万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $20.70万 | 0.07% | 4,701 | 4,701 | — | $20.70万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $23.33万 | 0.08% | 2,418 | 2,418 | — | $23.33万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $28.35万 | 0.09% | 7,050 | -1,593 | -18.4% | -$6.41万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $30.50万 | 0.10% | 11,950 | -38,305 | -76.2% | -$97.75万 | 减仓 |
| RWR | SPDR SERIES TRUST | $34.86万 | 0.12% | 3,086 | 3,086 | — | $34.86万 | 新建仓 |
| ORCL | ORACLE CORP | $38.75万 | 0.13% | 2,644 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $43.73万 | 0.14% | 3,861 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $44.66万 | 0.15% | 7,715 | -563 | -6.8% | -$3.26万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $53.44万 | 0.18% | 6,204 | -684 | -9.9% | -$5.89万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $60.51万 | 0.20% | 10,102 | -123 | -1.2% | -$7,368 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $61.37万 | 0.20% | 8,954 | -2,887 | -24.4% | -$19.79万 | 减仓 |
| CAT | CATERPILLAR INC | $67.41万 | 0.22% | 633 | 133 | 26.6% | $14.16万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $69.85万 | 0.23% | 32,152 | 32,152 | — | $69.85万 | 新建仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $80.96万 | 0.27% | 6,517 | -1 | -0.0% | -$124 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $83.21万 | 0.28% | 20,172 | -3,165 | -13.6% | -$13.06万 | 减仓 |
| PALC | PACER FDS TR | $84.51万 | 0.28% | 14,144 | -565 | -3.8% | -$3.38万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $97.95万 | 0.32% | 33,283 | -1,309 | -3.8% | -$3.85万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $104.76万 | 0.35% | 22,352 | -720 | -3.1% | -$3.37万 | 减仓 |
| SMLF | ISHARES TR | $107.15万 | 0.35% | 12,020 | -83 | -0.7% | -$7,399 | 减仓 |
| INTF | ISHARES TR | $128.50万 | 0.43% | 31,371 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $133.25万 | 0.44% | 63,697 | 4,990 | 8.5% | $10.44万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.50% | 2 | 0 | 0.0% | — | 不变 |
| TIPX | SPDR SERIES TRUST | $156.04万 | 0.52% | 82,432 | 8,677 | 11.8% | $16.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $173.94万 | 0.58% | 3,476 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $236.49万 | 0.78% | 58,697 | 4,282 | 7.9% | $17.25万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $241.19万 | 0.80% | 107,676 | -11,095 | -9.3% | -$24.85万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $255.20万 | 0.84% | 100,315 | 5,944 | 6.3% | $15.12万 | 加仓 |
| GLD | SPDR GOLD TR | $314.27万 | 1.04% | 8,531 | 1,192 | 16.2% | $43.91万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $319.75万 | 1.06% | 121,903 | 46,592 | 61.9% | $122.21万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $343.85万 | 1.14% | 78,577 | 5,837 | 8.0% | $25.54万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $465.24万 | 1.54% | 68,863 | 3,340 | 5.1% | $22.56万 | 加仓 |
| CERY | SPDR SERIES TRUST | $554.00万 | 1.83% | 165,718 | 13,157 | 8.6% | $43.98万 | 加仓 |
| JNK | SPDR SERIES TRUST | $593.62万 | 1.96% | 61,598 | 37,620 | 156.9% | $362.54万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $615.85万 | 2.04% | 106,788 | 2,418 | 2.3% | $13.94万 | 加仓 |
| FISR | SSGA ACTIVE TR | $739.57万 | 2.45% | 288,333 | -94,344 | -24.7% | -$241.99万 | 减仓 |
| AAPL | APPLE INC | $1,005.73万 | 3.33% | 34,757 | -255 | -0.7% | -$7.38万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,317.15万 | 4.36% | 53,497 | 1,906 | 3.7% | $46.93万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $1,957.31万 | 6.48% | 301,775 | 11,463 | 3.9% | $74.35万 | 加仓 |
| IAGG | ISHARES TR | $2,016.51万 | 6.67% | 398,519 | 47,371 | 13.5% | $239.70万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,159.93万 | 7.15% | 417,135 | 39,674 | 10.5% | $205.43万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,096.48万 | 10.25% | 41,465 | 6,349 | 18.1% | $474.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,308.76万 | 10.95% | 656,630 | -64,704 | -9.0% | -$326.04万 | 减仓 |
| IUSB | ISHARES TR | $3,363.14万 | 11.13% | 728,740 | 48,614 | 7.1% | $224.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,438.23万 | 18.00% | 79,181 | 2,975 | 3.9% | $204.33万 | 加仓 |