Lakeridge Wealth Management LLC
MENTOR OH · SEC CIK 0002012028
$2.33亿2026Q1 申报市值
169持仓数
39.1%前十大占比 · 第一大 8.5%
13 / 1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
ISTB 加仓+$168.18万
JMST 新建仓+$160.40万
MEAR 新建仓+$159.96万
SMMU 新建仓+$159.47万
EA SERIES TRUST 加仓+$138.40万
2026Q1 卖出最多 按季末市值估算
AMT 减仓-$33.66万
FIRST TR EXCHNG 清仓-$28.73万
SPY 减仓-$21.47万
RSP 减仓-$20.22万
LQD 减仓-$17.43万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -7,194 | -100.0% | -$28.73万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DISH NETWORK CORPORATION | $1.18万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $4.84万 | 0.02% | 10,335 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.84万 | 0.03% | 15,368 | 273 | 1.8% | $1,392 | 加仓 |
| NEE | NEXTERA ENERGY INC | $20.28万 | 0.09% | 2,183 | 2,183 | — | $20.28万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $20.98万 | 0.09% | 1,064 | 1,064 | — | $20.98万 | 新建仓 |
| IEFA | ISHARES TR | $21.00万 | 0.09% | 2,319 | 2,319 | — | $21.00万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $21.04万 | 0.09% | 1,521 | 1 | 0.1% | $138 | 加仓 |
| MTUM | ISHARES TR | $21.15万 | 0.09% | 881 | -111 | -11.2% | -$2.67万 | 减仓 |
| CBT | CABOT CORP | $21.35万 | 0.09% | 2,835 | 0 | 0.0% | — | 重新持有 |
| MINT | PIMCO ETF TR | $21.77万 | 0.09% | 2,165 | 116 | 5.7% | $1.17万 | 加仓 |
| YUM | YUM BRANDS INC | $21.77万 | 0.09% | 1,400 | 20 | 1.4% | $3,110 | 加仓 |
| LIN | LINDE PLC | $21.79万 | 0.09% | 440 | 440 | — | $21.79万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $22.06万 | 0.09% | 778 | -284 | -26.7% | -$8.05万 | 重新持有 |
| AMGN | AMGEN INC | $22.11万 | 0.10% | 628 | 628 | — | $22.11万 | 新建仓 |
| BAC | BANK AMERICA CORP | $22.78万 | 0.10% | 4,674 | 234 | 5.3% | $1.14万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.32万 | 0.10% | 797 | 5 | 0.6% | $1,463 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.13万 | 0.10% | 9,749 | -418 | -4.1% | -$1.03万 | 减仓 |
| OKE | ONEOK INC NEW | $24.35万 | 0.10% | 2,694 | 2,694 | — | $24.35万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.39万 | 0.10% | 4,819 | 49 | 1.0% | $2,480 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $24.47万 | 0.11% | 5,757 | 231 | 4.2% | $9,820 | 加仓 |
| GLD | SPDR GOLD TR | $24.70万 | 0.11% | 574 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $25.06万 | 0.11% | 4,090 | 4,090 | — | $25.06万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $25.10万 | 0.11% | 2,445 | -204 | -7.7% | -$2.09万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $25.24万 | 0.11% | 3,333 | 140 | 4.4% | $1.06万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $25.36万 | 0.11% | 751 | 751 | — | $25.36万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $25.42万 | 0.11% | 1,469 | 1,469 | — | $25.42万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.65万 | 0.11% | 6,881 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $26.35万 | 0.11% | 6,419 | 76 | 1.2% | $3,120 | 加仓 |
| — | HONEYWELL INTL INC | $26.65万 | 0.11% | 1,179 | 26 | 2.3% | $5,876 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.66万 | 0.11% | 6,205 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $26.71万 | 0.11% | 1,925 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $27.33万 | 0.12% | 1,393 | -21 | -1.5% | -$4,120 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $27.39万 | 0.12% | 2,061 | 1 | 0.0% | $133 | 加仓 |
| IWD | ISHARES TR | $27.77万 | 0.12% | 1,300 | 1 | 0.1% | $214 | 加仓 |
| VGT | VANGUARD WORLD FD | $28.47万 | 0.12% | 408 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $29.64万 | 0.13% | 10,919 | 10,919 | — | $29.64万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.29万 | 0.13% | 444 | 5 | 1.1% | $3,411 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.31万 | 0.13% | 2,072 | 124 | 6.4% | $1.81万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.20万 | 0.13% | 1,626 | -1,054 | -39.3% | -$20.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.24万 | 0.13% | 313 | 5 | 1.6% | $4,990 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $32.13万 | 0.14% | 7,461 | -180 | -2.4% | -$7,751 | 减仓 |
| MO | ALTRIA GROUP INC | $32.96万 | 0.14% | 4,995 | -172 | -3.3% | -$1.14万 | 减仓 |
| RTX | RTX CORPORATION | $33.40万 | 0.14% | 1,731 | 18 | 1.1% | $3,473 | 加仓 |
| DOV | DOVER CORP | $33.45万 | 0.14% | 1,605 | 9 | 0.6% | $1,876 | 加仓 |
| SJNK | SPDR SERIES TRUST | $33.47万 | 0.14% | 13,398 | -1,120 | -7.7% | -$2.80万 | 减仓 |
| FE | FIRSTENERGY CORP | $33.59万 | 0.14% | 6,630 | -2,933 | -30.7% | -$14.86万 | 减仓 |
| ETN | EATON CORP PLC | $34.07万 | 0.15% | 953 | 8 | 0.8% | $2,860 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.23万 | 0.15% | 6,819 | 234 | 3.6% | $1.17万 | 加仓 |
| AVY | AVERY DENNISON CORP | $34.27万 | 0.15% | 1,984 | 11 | 0.6% | $1,900 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $35.13万 | 0.15% | 4,770 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $36.08万 | 0.16% | 2,091 | -1,951 | -48.3% | -$33.66万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $36.48万 | 0.16% | 603 | 1 | 0.2% | $605 | 加仓 |
| EFA | ISHARES TR | $36.53万 | 0.16% | 3,761 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $37.55万 | 0.16% | 4,994 | 65 | 1.3% | $4,887 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $38.20万 | 0.16% | 8,942 | -102 | -1.1% | -$4,357 | 减仓 |
| SBUX | STARBUCKS CORP | $39.32万 | 0.17% | 4,389 | 26 | 0.6% | $2,329 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $39.39万 | 0.17% | 9,045 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $40.19万 | 0.17% | 1,657 | 40 | 2.5% | $9,703 | 加仓 |
| AVGO | BROADCOM INC | $40.89万 | 0.18% | 1,321 | 61 | 4.8% | $1.89万 | 加仓 |
| WFC | WELLS FARGO & CO | $41.14万 | 0.18% | 5,168 | 116 | 2.3% | $9,234 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $41.31万 | 0.18% | 10,604 | -1,751 | -14.2% | -$6.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $42.20万 | 0.18% | 10,726 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $42.82万 | 0.18% | 1,719 | -89 | -4.9% | -$2.22万 | 减仓 |
| HD | HOME DEPOT INC | $42.98万 | 0.18% | 1,307 | 31 | 2.4% | $1.02万 | 加仓 |
| XEL | XCEL ENERGY INC | $42.99万 | 0.18% | 5,412 | 39 | 0.7% | $3,098 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $43.02万 | 0.18% | 10,529 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.19万 | 0.19% | 5,567 | 133 | 2.4% | $1.03万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $44.89万 | 0.19% | 14,717 | -62 | -0.4% | -$1,891 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $45.33万 | 0.19% | 18,061 | -575 | -3.1% | -$1.44万 | 减仓 |
| SMMD | ISHARES TR | $45.62万 | 0.20% | 5,976 | -291 | -4.6% | -$2.22万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.68万 | 0.20% | 7,128 | 338 | 5.0% | $2.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $47.66万 | 0.20% | 2,882 | 64 | 2.3% | $1.06万 | 加仓 |
| V | VISA INC | $48.19万 | 0.21% | 1,595 | -47 | -2.9% | -$1.42万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $48.26万 | 0.21% | 799 | 71 | 9.8% | $4.29万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $48.59万 | 0.21% | 11,270 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $48.78万 | 0.21% | 6,414 | 171 | 2.7% | $1.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.68万 | 0.21% | 861 | -100 | -10.4% | -$5.77万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $49.89万 | 0.21% | 2,398 | 38 | 1.6% | $7,907 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $51.71万 | 0.22% | 10,794 | -1,812 | -14.4% | -$8.68万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $51.79万 | 0.22% | 14,576 | 25 | 0.2% | $888 | 加仓 |
| INTC | INTEL CORP | $54.37万 | 0.23% | 12,320 | -122 | -1.0% | -$5,384 | 减仓 |
| MRK | MERCK & CO INC | $54.50万 | 0.23% | 4,531 | 116 | 2.6% | $1.40万 | 加仓 |
| ABBV | ABBVIE INC | $55.03万 | 0.24% | 2,530 | -125 | -4.7% | -$2.72万 | 减仓 |
| SLV | ISHARES SILVER TR | $55.56万 | 0.24% | 8,154 | -100 | -1.2% | -$6,814 | 减仓 |
| IJR | ISHARES TR | $59.31万 | 0.25% | 4,771 | 57 | 1.2% | $7,085 | 加仓 |
| PGR | PROGRESSIVE CORP | $60.39万 | 0.26% | 3,046 | 210 | 7.4% | $4.16万 | 加仓 |
| GEV | GE VERNOVA INC | $60.96万 | 0.26% | 698 | -35 | -4.8% | -$3.06万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $61.58万 | 0.26% | 24,862 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $62.60万 | 0.27% | 14,729 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $62.69万 | 0.27% | 5,285 | 24 | 0.5% | $2,847 | 加仓 |
| STE | STERIS PLC | $63.51万 | 0.27% | 2,872 | 10 | 0.3% | $2,211 | 加仓 |
| DVY | ISHARES TR | $63.54万 | 0.27% | 4,196 | -493 | -10.5% | -$7.47万 | 减仓 |
| GE | GE AEROSPACE | $63.77万 | 0.27% | 2,247 | -74 | -3.2% | -$2.10万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $64.31万 | 0.28% | 17,186 | 140 | 0.8% | $5,239 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $65.97万 | 0.28% | 13,926 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $66.76万 | 0.29% | 12,352 | 1,341 | 12.2% | $7.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $68.17万 | 0.29% | 23,401 | 3,892 | 19.9% | $11.34万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $69.03万 | 0.30% | 13,809 | 2,177 | 18.7% | $10.88万 | 加仓 |