Ledgewood Wealth Advisors, LLC
EXETER NH · SEC CIK 0002064043
$1.88亿2026Q2 申报市值
77持仓数
58.2%前十大占比 · 第一大 8.7%
9 / 5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
VBIL 加仓+$209.95万
BSCT 加仓+$70.49万
BSCU 加仓+$62.91万
DFAE 加仓+$38.23万
DIGIMARC CORP 新建仓+$32.39万
2026Q2 卖出最多 按季末市值估算
BSCY 清仓-$422.68万
DRS 减仓-$93.87万
BSCZ 清仓-$76.35万
DFCF 减仓-$59.17万
BSCW 减仓-$52.44万
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 |
|---|---|---|---|---|---|---|---|---|
| BSCY | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -204,212 | -100.0% | -$422.68万 | 清仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -37,206 | -100.0% | -$76.35万 | 清仓 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -65,741 | -100.0% | -$32.28万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,255 | -100.0% | -$21.29万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -5,206 | -100.0% | -$20.96万 | 清仓 |
| — | CARDIFF ONCOLOGY INC | $1.45万 | 0.01% | 11,190 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $8.82万 | 0.05% | 15,000 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $18.48万 | 0.10% | 12,617 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.05万 | 0.11% | 1,560 | 1,560 | — | $20.05万 | 新建仓 |
| CHCO | CITY HLDG CO | $20.16万 | 0.11% | 1,520 | 1,520 | — | $20.16万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $20.46万 | 0.11% | 675 | 675 | — | $20.46万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $20.83万 | 0.11% | 942 | 942 | — | $20.83万 | 新建仓 |
| HON | HONEYWELL INTL INC | $21.09万 | 0.11% | 942 | -943 | -50.0% | -$21.11万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $21.49万 | 0.11% | 1,648 | 1,648 | — | $21.49万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.62万 | 0.11% | 800 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $23.03万 | 0.12% | 950 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $23.49万 | 0.12% | 1,735 | -300 | -14.7% | -$4.06万 | 减仓 |
| MGNI | MAGNITE INC | $23.87万 | 0.13% | 12,577 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $24.53万 | 0.13% | 1,855 | -134 | -6.7% | -$1.77万 | 减仓 |
| GLW | CORNING INC | $25.54万 | 0.14% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| SMH | VANECK ETF TRUST | $26.24万 | 0.14% | 400 | 400 | — | $26.24万 | 新建仓 |
| SO | SOUTHERN CO | $27.68万 | 0.15% | 2,892 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $29.34万 | 0.16% | 985 | 985 | — | $29.34万 | 新建仓 |
| RTX | RTX CORPORATION | $31.87万 | 0.17% | 1,680 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP | $32.39万 | 0.17% | 39,400 | 39,400 | — | $32.39万 | 新建仓 |
| SGOV | ISHARES TR | $34.43万 | 0.18% | 3,420 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $36.89万 | 0.20% | 18,890 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $36.89万 | 0.20% | 1,218 | 3 | 0.2% | $909 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.42万 | 0.20% | 400 | -10 | -2.4% | -$9,355 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.78万 | 0.20% | 950 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $38.10万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC | $39.11万 | 0.21% | 23,950 | -5,000 | -17.3% | -$8.17万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $40.97万 | 0.22% | 18,842 | 93 | 0.5% | $2,022 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.71万 | 0.23% | 2,981 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $48.07万 | 0.26% | 3,806 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $49.33万 | 0.26% | 4,200 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $54.71万 | 0.29% | 275 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $54.79万 | 0.29% | 12,840 | -22,000 | -63.1% | -$93.87万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $55.04万 | 0.29% | 1,100 | -250 | -18.5% | -$12.51万 | 减仓 |
| CVX | CHEVRON CORPORATION | $56.97万 | 0.30% | 3,437 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $57.41万 | 0.30% | 1,539 | 190 | 14.1% | $7.09万 | 加仓 |
| EMR | EMERSON ELEC CO | $57.49万 | 0.31% | 4,016 | -100 | -2.4% | -$1.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.62万 | 0.31% | 1,760 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $68.47万 | 0.36% | 700 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $68.55万 | 0.36% | 3,000 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $68.93万 | 0.37% | 4,990 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $69.59万 | 0.37% | 7,183 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $72.45万 | 0.38% | 13,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $80.89万 | 0.43% | 3,394 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $84.62万 | 0.45% | 18,148 | 20 | 0.1% | $933 | 加仓 |
| TSLA | TESLA INC | $87.32万 | 0.46% | 2,076 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $99.23万 | 0.53% | 17,414 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $105.36万 | 0.56% | 348,890 | -1,310 | -0.4% | -$3,956 | 减仓 |
| CAT | CATERPILLAR INC | $108.30万 | 0.57% | 1,017 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $108.67万 | 0.58% | 12,550 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $116.68万 | 0.62% | 32,970 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $117.96万 | 0.63% | 4,985 | -441 | -8.1% | -$10.43万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $125.67万 | 0.67% | 5,104 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $133.65万 | 0.71% | 278,436 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $149.62万 | 0.79% | 65,178 | -3,582 | -5.2% | -$8.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $195.43万 | 1.04% | 7,695 | -474 | -5.8% | -$12.04万 | 减仓 |
| GOOG | ALPHABET INC | $223.21万 | 1.19% | 6,317 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $232.96万 | 1.24% | 18,404 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $288.04万 | 1.53% | 8,060 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $344.95万 | 1.83% | 168,185 | -25,566 | -13.2% | -$52.44万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $411.82万 | 2.19% | 195,591 | 2,418 | 1.3% | $5.09万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $416.65万 | 2.21% | 254,286 | 9,638 | 3.9% | $15.79万 | 加仓 |
| AAPL | APPLE INC | $506.10万 | 2.69% | 17,490 | 107 | 0.6% | $3.10万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $545.14万 | 2.89% | 327,512 | 37,794 | 13.0% | $62.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $580.94万 | 3.08% | 8,459 | 6 | 0.1% | $4,121 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $593.12万 | 3.15% | 147,505 | 9,507 | 6.9% | $38.23万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $596.40万 | 3.17% | 78,806 | 27,742 | 54.3% | $209.95万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $620.38万 | 3.29% | 317,739 | -12,787 | -3.9% | -$24.97万 | 减仓 |
| QQQ | INVESCO QQQ TR | $729.51万 | 3.87% | 9,906 | -417 | -4.0% | -$30.71万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $751.28万 | 3.99% | 404,458 | 37,950 | 10.4% | $70.49万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $916.51万 | 4.87% | 450,040 | 14,936 | 3.4% | $30.42万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $993.21万 | 5.27% | 235,302 | -14,017 | -5.6% | -$59.17万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,078.11万 | 5.72% | 549,634 | 2,218 | 0.4% | $4.35万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,192.74万 | 6.33% | 289,149 | 4,029 | 1.4% | $16.62万 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $1,426.55万 | 7.57% | 254,016 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $1,603.06万 | 8.51% | 678,112 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $1,644.64万 | 8.73% | 318,174 | -7,442 | -2.3% | -$38.47万 | 减仓 |