Lakeridge Wealth Management LLC
MENTOR OH · SEC CIK 0002012028
$2.72亿2026Q2 申报市值
188持仓数
41.2%前十大占比 · 第一大 7.3%
22 / 4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
FELC 新建仓+$1,981.25万
WCMI 新建仓+$543.56万
AVUS 加仓+$360.40万
ISTB 加仓+$353.81万
NVDA 加仓+$167.95万
2026Q2 卖出最多 按季末市值估算
FDVV 减仓-$911.85万
LVHI 减仓-$386.52万
IYW 减仓-$294.00万
DIMENSIONAL ETF 减仓-$267.66万
AVEM 减仓-$155.79万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $58.96万 | 0.22% | 4,588 | 57 | 1.3% | $7,325 | 加仓 |
| STE | STERIS PLC | $60.75万 | 0.22% | 2,885 | 13 | 0.5% | $2,738 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $60.84万 | 0.22% | 2,471 | 73 | 3.0% | $1.80万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $61.86万 | 0.23% | 24,862 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $63.38万 | 0.23% | 861 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $63.42万 | 0.23% | 4,058 | -138 | -3.3% | -$2.16万 | 减仓 |
| CVX | CHEVRON CORPORATION | $63.99万 | 0.23% | 3,861 | -45 | -1.2% | -$7,458 | 减仓 |
| MCD | MCDONALDS CORP | $64.29万 | 0.24% | 2,378 | -39 | -1.6% | -$1.05万 | 减仓 |
| PGR | PROGRESSIVE CORP | $65.03万 | 0.24% | 2,977 | -69 | -2.3% | -$1.51万 | 减仓 |
| ABBV | ABBVIE INC | $65.50万 | 0.24% | 2,603 | 73 | 2.9% | $1.84万 | 加仓 |
| META | META PLATFORMS INC | $66.31万 | 0.24% | 1,177 | -51 | -4.2% | -$2.87万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $67.59万 | 0.25% | 14,729 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $68.48万 | 0.25% | 5,830 | 263 | 4.7% | $3.09万 | 加仓 |
| IDV | ISHARES TR | $68.83万 | 0.25% | 16,613 | 107 | 0.6% | $4,433 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $70.53万 | 0.26% | 13,968 | 42 | 0.3% | $2,121 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $70.91万 | 0.26% | 12,554 | -361 | -2.8% | -$2.04万 | 减仓 |
| SHOP | SHOPIFY INC | $71.41万 | 0.26% | 6,254 | 969 | 18.3% | $11.06万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $72.08万 | 0.26% | 17,318 | 132 | 0.8% | $5,494 | 加仓 |
| IJR | ISHARES TR | $73.45万 | 0.27% | 4,952 | 181 | 3.8% | $2.68万 | 加仓 |
| PEP | PEPSICO INC | $73.65万 | 0.27% | 5,439 | -2 | -0.0% | -$271 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $73.80万 | 0.27% | 14,569 | 760 | 5.5% | $3.85万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $73.90万 | 0.27% | 12,381 | 29 | 0.2% | $1,731 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $76.63万 | 0.28% | 3,239 | 2 | 0.1% | $473 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $77.24万 | 0.28% | 18,531 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $78.68万 | 0.29% | 682 | -69 | -9.2% | -$7.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $81.31万 | 0.30% | 31,081 | -1,712 | -5.2% | -$4.48万 | 减仓 |
| GBND | GOLDMAN SACHS ETF TR | $82.13万 | 0.30% | 16,243 | 16,243 | — | $82.13万 | 新建仓 |
| GEV | GE VERNOVA INC | $82.46万 | 0.30% | 702 | 4 | 0.6% | $4,699 | 加仓 |
| GE | GE AEROSPACE | $85.18万 | 0.31% | 2,279 | 32 | 1.4% | $1.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $87.47万 | 0.32% | 2,364 | -45 | -1.9% | -$1.67万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $89.45万 | 0.33% | 4,695 | 2,634 | 127.8% | $50.18万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $89.57万 | 0.33% | 26,467 | 3,066 | 13.1% | $10.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $90.74万 | 0.33% | 1,321 | -46 | -3.4% | -$3.16万 | 减仓 |
| WMT | WALMART INC | $92.98万 | 0.34% | 8,209 | 310 | 3.9% | $3.51万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $94.83万 | 0.35% | 23,366 | -95,238 | -80.3% | -$386.52万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $95.03万 | 0.35% | 9,639 | 601 | 6.6% | $5.93万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $95.33万 | 0.35% | 1,258 | -23 | -1.8% | -$1.74万 | 减仓 |
| EEM | ISHARES TR | $99.09万 | 0.36% | 14,485 | -393 | -2.6% | -$2.69万 | 减仓 |
| RKLB | ROCKET LAB CORP | $102.02万 | 0.37% | 10,036 | 10,036 | — | $102.02万 | 新建仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $106.74万 | 0.39% | 21,293 | 3,109 | 17.1% | $15.59万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $107.20万 | 0.39% | 25,957 | 1,965 | 8.2% | $8.12万 | 加仓 |
| IYW | ISHARES TR | $109.05万 | 0.40% | 4,323 | -11,655 | -72.9% | -$294.00万 | 减仓 |
| GOOGL | ALPHABET INC | $111.14万 | 0.41% | 3,110 | 200 | 6.9% | $7.15万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $127.77万 | 0.47% | 29,672 | -1,525 | -4.9% | -$6.57万 | 减仓 |
| TSLA | TESLA INC | $128.05万 | 0.47% | 3,045 | 44 | 1.5% | $1.85万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $130.61万 | 0.48% | 30,177 | 2,639 | 9.6% | $11.42万 | 加仓 |
| IJH | ISHARES TR | $131.33万 | 0.48% | 17,031 | 628 | 3.8% | $4.84万 | 加仓 |
| IVW | ISHARES TR | $131.34万 | 0.48% | 9,550 | -26 | -0.3% | -$3,576 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $133.11万 | 0.49% | 69,006 | -4,202 | -5.7% | -$8.11万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $133.77万 | 0.49% | 3,431 | -3 | -0.1% | -$1,170 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $138.66万 | 0.51% | 28,017 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $146.61万 | 0.54% | 1,963 | -12 | -0.6% | -$8,962 | 减仓 |
| GOOG | ALPHABET INC | $151.93万 | 0.56% | 4,300 | 133 | 3.2% | $4.70万 | 加仓 |
| IVE | ISHARES TR | $152.69万 | 0.56% | 6,725 | 26 | 0.4% | $5,903 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $153.75万 | 0.56% | 32,186 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $158.33万 | 0.58% | 6,234 | 65 | 1.1% | $1.65万 | 加仓 |
| SMMU | PIMCO ETF TR | $159.63万 | 0.59% | 31,610 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $160.08万 | 0.59% | 31,775 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $163.66万 | 0.60% | 11,721 | -599 | -4.9% | -$8.36万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $168.06万 | 0.62% | 24,869 | 1,996 | 8.7% | $13.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $168.09万 | 0.62% | 3,359 | 53 | 1.6% | $2.65万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $181.19万 | 0.66% | 35,527 | 4,063 | 12.9% | $20.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $193.15万 | 0.71% | 13,172 | 39 | 0.3% | $5,719 | 加仓 |
| CAT | CATERPILLAR INC | $194.00万 | 0.71% | 1,822 | 21 | 1.2% | $2.24万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $199.41万 | 0.73% | 39,393 | -22,198 | -36.0% | -$112.36万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $202.03万 | 0.74% | 41,392 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $207.24万 | 0.76% | 1,728 | 51 | 3.0% | $6.12万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $212.28万 | 0.78% | 163,170 | -13,283 | -7.5% | -$17.28万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $217.49万 | 0.80% | 15,072 | -2,164 | -12.6% | -$31.23万 | 减仓 |
| AMZN | AMAZON COM INC | $255.65万 | 0.94% | 10,726 | 1,323 | 14.1% | $31.53万 | 加仓 |
| — | EXXON MOBIL CORP | $260.87万 | 0.96% | 19,081 | 143 | 0.8% | $1.96万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $315.86万 | 1.16% | 21,583 | -4,600 | -17.6% | -$67.32万 | 减仓 |
| IXUS | ISHARES TR | $316.50万 | 1.16% | 33,162 | 2,383 | 7.7% | $22.74万 | 加仓 |
| — | EA SERIES TRUST | $335.73万 | 1.23% | 130,934 | 64,363 | 96.7% | $165.03万 | 加仓 |
| IDEV | ISHARES TR | $349.17万 | 1.28% | 39,228 | 1,858 | 5.0% | $16.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $392.39万 | 1.44% | 11,987 | 111 | 0.9% | $3.63万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $403.61万 | 1.48% | 80,545 | 6,333 | 8.5% | $31.73万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $413.37万 | 1.52% | 14,700 | 8 | 0.1% | $2,250 | 加仓 |
| MSFT | MICROSOFT CORP | $474.55万 | 1.74% | 12,722 | 811 | 6.8% | $30.25万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $492.52万 | 1.81% | 103,146 | -9,062 | -8.1% | -$43.27万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $543.56万 | 1.99% | 277,752 | 277,752 | — | $543.56万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $572.69万 | 2.10% | 59,352 | -16,146 | -21.4% | -$155.79万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $630.97万 | 2.32% | 70,736 | -7,141 | -9.2% | -$63.70万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $643.04万 | 2.36% | 82,410 | 720 | 0.9% | $5.62万 | 加仓 |
| AAPL | APPLE INC | $787.63万 | 2.89% | 27,220 | 530 | 2.0% | $15.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $863.38万 | 3.17% | 43,150 | 8,394 | 24.2% | $167.95万 | 加仓 |
| IVV | ISHARES TR | $872.94万 | 3.20% | 11,656 | 178 | 1.6% | $13.33万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,245.93万 | 4.57% | 206,657 | -151,245 | -42.3% | -$911.85万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,255.52万 | 4.61% | 36,464 | 31 | 0.1% | $1.07万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,421.40万 | 5.22% | 110,978 | 28,139 | 34.0% | $360.40万 | 加仓 |
| ISTB | ISHARES TR | $1,536.98万 | 5.64% | 318,545 | 73,329 | 29.9% | $353.81万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $1,981.25万 | 7.27% | 472,739 | 472,739 | — | $1,981.25万 | 新建仓 |