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 |
|---|---|---|---|---|---|---|---|---|
| FDVV | FIDELITY COVINGTON TRUST | $1,977.05万 | 8.50% | 357,902 | 16,096 | 4.7% | $88.91万 | 加仓 |
| ISTB | ISHARES TR | $1,188.32万 | 5.11% | 245,216 | 34,704 | 16.5% | $168.18万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,167.87万 | 5.02% | 36,433 | -64 | -0.2% | -$2.05万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $921.00万 | 3.96% | 82,839 | 7,476 | 9.9% | $83.12万 | 加仓 |
| IVV | ISHARES TR | $749.78万 | 3.22% | 11,478 | 115 | 1.0% | $7.51万 | 加仓 |
| AAPL | APPLE INC | $677.37万 | 2.91% | 26,690 | 238 | 0.9% | $6.04万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $660.71万 | 2.84% | 77,877 | 2,753 | 3.7% | $23.36万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $608.36万 | 2.62% | 75,498 | 2,140 | 2.9% | $17.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $606.14万 | 2.61% | 34,756 | 77 | 0.2% | $1.34万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $545.44万 | 2.35% | 81,690 | 569 | 0.7% | $3.80万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $537.25万 | 2.31% | 112,208 | -2,704 | -2.4% | -$12.95万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $480.82万 | 2.07% | 118,604 | -3,461 | -2.8% | -$14.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $440.90万 | 1.90% | 11,911 | -164 | -1.4% | -$6.07万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $371.43万 | 1.60% | 74,212 | 6,593 | 9.8% | $33.00万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $356.12万 | 1.53% | 14,692 | 838 | 6.0% | $20.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $349.34万 | 1.50% | 11,876 | -22 | -0.2% | -$6,471 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $335.77万 | 1.44% | 26,183 | 511 | 2.0% | $6.55万 | 加仓 |
| — | EXXON MOBIL CORP | $321.31万 | 1.38% | 18,938 | 2,858 | 17.8% | $48.49万 | 加仓 |
| IDEV | ISHARES TR | $312.30万 | 1.34% | 37,370 | 3,937 | 11.8% | $32.90万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $311.53万 | 1.34% | 61,591 | -661 | -1.1% | -$3.34万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $293.09万 | 1.26% | 176,453 | -2,100 | -1.2% | -$3.49万 | 减仓 |
| IYW | ISHARES TR | $289.87万 | 1.25% | 15,978 | 71 | 0.4% | $1.29万 | 加仓 |
| IXUS | ISHARES TR | $266.67万 | 1.15% | 30,779 | 4,451 | 16.9% | $38.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $257.09万 | 1.11% | 66,159 | -3,718 | -5.3% | -$14.45万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $205.72万 | 0.88% | 17,236 | 265 | 1.6% | $3.16万 | 加仓 |
| AMZN | AMAZON COM INC | $195.84万 | 0.84% | 9,403 | 122 | 1.3% | $2.54万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $190.27万 | 0.82% | 41,392 | -450 | -1.1% | -$2.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $189.69万 | 0.82% | 13,133 | 2,557 | 24.2% | $36.93万 | 加仓 |
| LQD | ISHARES TR | $178.66万 | 0.77% | 16,392 | -1,599 | -8.9% | -$17.43万 | 减仓 |
| — | EA SERIES TRUST | $165.32万 | 0.71% | 66,571 | 55,733 | 514.2% | $138.40万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $162.51万 | 0.70% | 3,434 | 1,078 | 45.8% | $51.02万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $160.40万 | 0.69% | 31,464 | 31,464 | — | $160.40万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $159.96万 | 0.69% | 31,775 | 31,775 | — | $159.96万 | 新建仓 |
| SMMU | PIMCO ETF TR | $159.47万 | 0.69% | 31,610 | 31,610 | — | $159.47万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.44万 | 0.68% | 3,306 | -91 | -2.7% | -$4.36万 | 减仓 |
| LLY | ELI LILLY & CO | $154.23万 | 0.66% | 1,677 | 26 | 1.6% | $2.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $150.80万 | 0.65% | 6,169 | -44 | -0.7% | -$1.08万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $146.18万 | 0.63% | 22,873 | 1,982 | 9.5% | $12.67万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $143.61万 | 0.62% | 32,186 | -1,605 | -4.7% | -$7.16万 | 减仓 |
| IVE | ISHARES TR | $141.46万 | 0.61% | 6,699 | 161 | 2.5% | $3.40万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $139.10万 | 0.60% | 73,208 | -5,475 | -7.0% | -$10.40万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $129.24万 | 0.56% | 28,017 | 3,452 | 14.1% | $15.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $128.47万 | 0.55% | 1,975 | -330 | -14.3% | -$21.47万 | 减仓 |
| CAT | CATERPILLAR INC | $127.58万 | 0.55% | 1,801 | 18 | 1.0% | $1.28万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $125.10万 | 0.54% | 31,197 | 12,617 | 67.9% | $50.59万 | 加仓 |
| GOOG | ALPHABET INC | $119.54万 | 0.51% | 4,167 | 99 | 2.4% | $2.84万 | 加仓 |
| TSLA | TESLA INC | $111.55万 | 0.48% | 3,001 | 89 | 3.1% | $3.31万 | 加仓 |
| IJH | ISHARES TR | $110.77万 | 0.48% | 16,403 | -926 | -5.3% | -$6.25万 | 减仓 |
| IVW | ISHARES TR | $108.32万 | 0.47% | 9,576 | -322 | -3.3% | -$3.64万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $107.34万 | 0.46% | 27,538 | 13,025 | 89.7% | $50.77万 | 加仓 |
| WMT | WALMART INC | $98.17万 | 0.42% | 7,899 | 183 | 2.4% | $2.27万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $95.82万 | 0.41% | 23,992 | 0 | 0.0% | — | 不变 |
| FLTB | FIDELITY MERRIMACK STR TR | $91.41万 | 0.39% | 18,184 | -731 | -3.9% | -$3.67万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $87.26万 | 0.38% | 1,281 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $84.49万 | 0.36% | 14,878 | -369 | -2.4% | -$2.10万 | 减仓 |
| PEP | PEPSICO INC | $84.49万 | 0.36% | 5,441 | 25 | 0.5% | $3,882 | 加仓 |
| GOOGL | ALPHABET INC | $83.67万 | 0.36% | 2,910 | 450 | 18.3% | $12.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $81.69万 | 0.35% | 1,367 | 76 | 5.9% | $4.54万 | 加仓 |
| CVX | CHEVRON CORPORATION | $80.81万 | 0.35% | 3,906 | 30 | 0.8% | $6,206 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $77.55万 | 0.33% | 32,793 | 1,005 | 3.2% | $2.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $77.30万 | 0.33% | 2,409 | 76 | 3.3% | $2.44万 | 加仓 |
| T | AT&T INC | $76.51万 | 0.33% | 26,392 | 271 | 1.0% | $7,856 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $76.39万 | 0.33% | 9,038 | 997 | 12.4% | $8.43万 | 加仓 |
| MCD | MCDONALDS CORP | $75.12万 | 0.32% | 2,417 | 4 | 0.2% | $1,243 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $73.20万 | 0.31% | 12,915 | 306 | 2.4% | $1.73万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $71.97万 | 0.31% | 18,531 | -137 | -0.7% | -$5,321 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $70.81万 | 0.30% | 15,693 | -344 | -2.1% | -$1.55万 | 减仓 |
| META | META PLATFORMS INC | $70.26万 | 0.30% | 1,228 | 92 | 8.1% | $5.26万 | 加仓 |
| IDV | ISHARES TR | $70.25万 | 0.30% | 16,506 | 3,943 | 31.4% | $16.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $69.62万 | 0.30% | 3,237 | 8 | 0.2% | $1,721 | 加仓 |
| IAU | ISHARES GOLD TR | $69.26万 | 0.30% | 7,856 | -138 | -1.7% | -$1.22万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $69.03万 | 0.30% | 13,809 | 2,177 | 18.7% | $10.88万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $68.17万 | 0.29% | 23,401 | 3,892 | 19.9% | $11.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $66.76万 | 0.29% | 12,352 | 1,341 | 12.2% | $7.25万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $65.97万 | 0.28% | 13,926 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $64.31万 | 0.28% | 17,186 | 140 | 0.8% | $5,239 | 加仓 |
| GE | GE AEROSPACE | $63.77万 | 0.27% | 2,247 | -74 | -3.2% | -$2.10万 | 减仓 |
| DVY | ISHARES TR | $63.54万 | 0.27% | 4,196 | -493 | -10.5% | -$7.47万 | 减仓 |
| STE | STERIS PLC | $63.51万 | 0.27% | 2,872 | 10 | 0.3% | $2,211 | 加仓 |
| SHOP | SHOPIFY INC | $62.69万 | 0.27% | 5,285 | 24 | 0.5% | $2,847 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $62.60万 | 0.27% | 14,729 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $61.58万 | 0.26% | 24,862 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $60.96万 | 0.26% | 698 | -35 | -4.8% | -$3.06万 | 减仓 |
| PGR | PROGRESSIVE CORP | $60.39万 | 0.26% | 3,046 | 210 | 7.4% | $4.16万 | 加仓 |
| IJR | ISHARES TR | $59.31万 | 0.25% | 4,771 | 57 | 1.2% | $7,085 | 加仓 |
| SLV | ISHARES SILVER TR | $55.56万 | 0.24% | 8,154 | -100 | -1.2% | -$6,814 | 减仓 |
| ABBV | ABBVIE INC | $55.03万 | 0.24% | 2,530 | -125 | -4.7% | -$2.72万 | 减仓 |
| MRK | MERCK & CO INC | $54.50万 | 0.23% | 4,531 | 116 | 2.6% | $1.40万 | 加仓 |
| INTC | INTEL CORP | $54.37万 | 0.23% | 12,320 | -122 | -1.0% | -$5,384 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $51.79万 | 0.22% | 14,576 | 25 | 0.2% | $888 | 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 |
| PNC | PNC FINL SVCS GROUP INC | $49.89万 | 0.21% | 2,398 | 38 | 1.6% | $7,907 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.68万 | 0.21% | 861 | -100 | -10.4% | -$5.77万 | 减仓 |
| KO | COCA COLA CO | $48.78万 | 0.21% | 6,414 | 171 | 2.7% | $1.30万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $48.59万 | 0.21% | 11,270 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $48.26万 | 0.21% | 799 | 71 | 9.8% | $4.29万 | 加仓 |
| V | VISA INC | $48.19万 | 0.21% | 1,595 | -47 | -2.9% | -$1.42万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $47.66万 | 0.20% | 2,882 | 64 | 2.3% | $1.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.68万 | 0.20% | 7,128 | 338 | 5.0% | $2.17万 | 加仓 |
| SMMD | ISHARES TR | $45.62万 | 0.20% | 5,976 | -291 | -4.6% | -$2.22万 | 减仓 |