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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $53.33万 | 0.20% | 1,035 | 1,035 | — | $53.33万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $52.89万 | 0.19% | 2,923 | 41 | 1.4% | $7,418 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $51.20万 | 0.19% | 17,680 | -381 | -2.1% | -$1.10万 | 减仓 |
| T | AT&T INC | $51.15万 | 0.19% | 24,709 | -1,683 | -6.4% | -$3.48万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $49.37万 | 0.18% | 14,183 | -534 | -3.6% | -$1.86万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $49.21万 | 0.18% | 10,603 | -667 | -5.9% | -$3.10万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.18万 | 0.18% | 6,762 | -366 | -5.1% | -$2.61万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $47.81万 | 0.18% | 6,384 | 6,384 | — | $47.81万 | 新建仓 |
| HD | HOME DEPOT INC | $47.46万 | 0.17% | 1,346 | 39 | 3.0% | $1.38万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $46.59万 | 0.17% | 10,506 | -23 | -0.2% | -$1,020 | 减仓 |
| SBUX | STARBUCKS CORP | $45.84万 | 0.17% | 4,486 | 97 | 2.2% | $9,912 | 加仓 |
| UNP | UNION PAC CORP | $45.37万 | 0.17% | 1,668 | 11 | 0.7% | $2,992 | 加仓 |
| — | INNOVATOR ETFS TRUST | $45.14万 | 0.17% | 10,726 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $44.60万 | 0.16% | 2,047 | 654 | 46.9% | $14.25万 | 加仓 |
| SLV | ISHARES SILVER TR | $44.00万 | 0.16% | 8,229 | 75 | 0.9% | $4,010 | 加仓 |
| XEL | XCEL ENERGY INC | $43.56万 | 0.16% | 5,425 | 13 | 0.2% | $1,044 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $42.37万 | 0.16% | 9,045 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $41.50万 | 0.15% | 5,022 | -146 | -2.8% | -$1.21万 | 减仓 |
| ETN | EATON CORP PLC | $41.18万 | 0.15% | 966 | 13 | 1.4% | $5,542 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $40.81万 | 0.15% | 8,942 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $40.49万 | 0.15% | 795 | -4 | -0.5% | -$2,037 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $40.28万 | 0.15% | 604 | 1 | 0.2% | $667 | 加仓 |
| EFA | ISHARES TR | $39.49万 | 0.14% | 3,802 | 41 | 1.1% | $4,259 | 加仓 |
| VGT | VANGUARD WORLD FD | $39.02万 | 0.14% | 3,265 | 1 | 0.0% | $120 | 加仓 |
| LQD | ISHARES TR | $38.25万 | 0.14% | 3,507 | -12,885 | -78.6% | -$140.55万 | 减仓 |
| PAVE | GLOBAL X FDS | $38.04万 | 0.14% | 6,457 | 6,457 | — | $38.04万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $37.70万 | 0.14% | 1,420 | -299 | -17.4% | -$7.94万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $37.57万 | 0.14% | 7,268 | -8,425 | -53.7% | -$43.55万 | 减仓 |
| MO | ALTRIA GROUP INC | $36.47万 | 0.13% | 5,069 | 74 | 1.5% | $5,324 | 加仓 |
| DOV | DOVER CORP | $36.16万 | 0.13% | 1,612 | 7 | 0.4% | $1,570 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.77万 | 0.13% | 616 | 616 | — | $35.77万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $35.50万 | 0.13% | 1,041 | 1,041 | — | $35.50万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $35.02万 | 0.13% | 4,770 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.63万 | 0.13% | 1,628 | 2 | 0.1% | $425 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $34.36万 | 0.13% | 7,461 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $32.86万 | 0.12% | 1,732 | 1 | 0.1% | $190 | 加仓 |
| AVY | AVERY DENNISON CORP | $32.56万 | 0.12% | 2,006 | 22 | 1.1% | $3,571 | 加仓 |
| KLAC | KLA CORP | $32.24万 | 0.12% | 1,069 | 1,069 | — | $32.24万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $31.70万 | 0.12% | 12,665 | -733 | -5.5% | -$1.83万 | 减仓 |
| IWD | ISHARES TR | $31.53万 | 0.12% | 1,301 | 1 | 0.1% | $242 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $30.89万 | 0.11% | 3,429 | -1,565 | -31.3% | -$14.10万 | 减仓 |
| CSX | CSX CORP | $30.81万 | 0.11% | 6,483 | 64 | 1.0% | $3,042 | 加仓 |
| FE | FIRSTENERGY CORP | $30.39万 | 0.11% | 6,392 | -238 | -3.6% | -$1.13万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $30.12万 | 0.11% | 779 | -18 | -2.3% | -$6,960 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $30.00万 | 0.11% | 10,919 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $29.67万 | 0.11% | 7,007 | 188 | 2.8% | $7,960 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.60万 | 0.11% | 7,176 | -3,428 | -32.3% | -$14.14万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $29.39万 | 0.11% | 3,412 | 3,412 | — | $29.39万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $29.29万 | 0.11% | 1,791 | -300 | -14.3% | -$4.91万 | 减仓 |
| — | VANECK ETF TRUST | $28.12万 | 0.10% | 1,925 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $27.65万 | 0.10% | 4,852 | 178 | 3.8% | $1.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.63万 | 0.10% | 6,881 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.57万 | 0.10% | 6,205 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $27.49万 | 0.10% | 3,333 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR ETFS TRUST | $27.00万 | 0.10% | 6,246 | 6,246 | — | $27.00万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $26.61万 | 0.10% | 5,262 | 443 | 9.2% | $2.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $25.81万 | 0.09% | 5,818 | -60,341 | -91.2% | -$267.66万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $25.78万 | 0.09% | 5,687 | -70 | -1.2% | -$3,173 | 减仓 |
| CBT | CABOT CORP | $25.75万 | 0.09% | 2,835 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $25.73万 | 0.09% | 9,289 | -460 | -4.7% | -$1.27万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $24.40万 | 0.09% | 6,549 | -8,027 | -55.1% | -$29.91万 | 减仓 |
| QCOM | QUALCOMM INC | $24.34万 | 0.09% | 1,317 | 56 | 4.4% | $1.03万 | 重新持有 |
| ALL | ALLSTATE CORP | $24.10万 | 0.09% | 1,013 | 1,013 | — | $24.10万 | 新建仓 |
| SOXX | ISHARES TR | $24.02万 | 0.09% | 375 | 375 | — | $24.02万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.89万 | 0.09% | 1,522 | 1 | 0.1% | $157 | 加仓 |
| LIN | LINDE PLC | $23.78万 | 0.09% | 458 | 18 | 4.1% | $9,347 | 加仓 |
| AMGN | AMGEN INC | $23.24万 | 0.09% | 642 | 14 | 2.2% | $5,069 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.85万 | 0.08% | 1,959 | -113 | -5.5% | -$1.32万 | 减仓 |
| OKE | ONEOK INC NEW | $22.75万 | 0.08% | 2,617 | -77 | -2.9% | -$6,694 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.66万 | 0.08% | 445 | 1 | 0.2% | $509 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.46万 | 0.08% | 2,475 | 30 | 1.2% | $2,722 | 加仓 |
| YUM | YUM BRANDS INC | $22.45万 | 0.08% | 1,404 | 4 | 0.3% | $640 | 加仓 |
| VDE | VANGUARD WORLD FD | $22.19万 | 0.08% | 1,478 | 9 | 0.6% | $1,351 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $21.80万 | 0.08% | 4,105 | 15 | 0.4% | $797 | 加仓 |
| AMAT | APPLIED MATLS INC | $21.77万 | 0.08% | 301 | 301 | — | $21.77万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.33万 | 0.08% | 579 | 5 | 0.9% | $1,842 | 加仓 |
| MINT | PIMCO ETF TR | $21.22万 | 0.08% | 2,105 | -60 | -2.8% | -$6,048 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $20.92万 | 0.08% | 4,415 | 4,415 | — | $20.92万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $20.56万 | 0.08% | 1,110 | 1,110 | — | $20.56万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $20.45万 | 0.08% | 8,003 | 8,003 | — | $20.45万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $20.24万 | 0.07% | 2,772 | 2,772 | — | $20.24万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $20.07万 | 0.07% | 4,413 | 4,413 | — | $20.07万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $20.02万 | 0.07% | 1,056 | -8 | -0.8% | -$1,517 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $20.01万 | 0.07% | 3,977 | 3,977 | — | $20.01万 | 新建仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $19.65万 | 0.07% | 10,177 | 10,177 | — | $19.65万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $7.81万 | 0.03% | 15,644 | 276 | 1.8% | $1,377 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $4.77万 | 0.02% | 10,335 | 0 | 0.0% | — | 不变 |
| — | DISH NETWORK CORPORATION | $1.12万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,179 | -100.0% | -$26.65万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -778 | -100.0% | -$22.06万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -2,319 | -100.0% | -$21.00万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,183 | -100.0% | -$20.28万 | 清仓 |