Ledgewood Wealth Advisors, LLC
EXETER NH · SEC CIK 0002064043
$1.78亿2026Q1 申报市值
73持仓数
57.8%前十大占比 · 第一大 8.3%
2 / 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
BSCT 加仓+$91.42万
BSCR 加仓+$73.83万
BSCU 加仓+$60.28万
BSJQ 加仓+$32.54万
BSCV 加仓+$30.12万
2026Q1 卖出最多 按季末市值估算
JNJ 减仓-$22.44万
AAPL 减仓-$8.25万
VIG 减仓-$6.32万
QQQ 减仓-$5.08万
ROKU 减仓-$4.26万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $1,469.18万 | 8.27% | 325,616 | 1,501 | 0.5% | $6.77万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $1,434.88万 | 8.08% | 678,112 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO | $1,322.15万 | 7.44% | 254,016 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $1,110.83万 | 6.25% | 285,120 | -503 | -0.2% | -$1.96万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,074.30万 | 6.05% | 547,416 | 37,622 | 7.4% | $73.83万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,052.62万 | 5.92% | 249,319 | -850 | -0.3% | -$3.59万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $888.61万 | 5.00% | 435,104 | 4,090 | 0.9% | $8.35万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $683.92万 | 3.85% | 366,508 | 48,989 | 15.4% | $91.42万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $645.52万 | 3.63% | 330,526 | 14,996 | 4.8% | $29.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $595.84万 | 3.35% | 10,323 | -88 | -0.8% | -$5.08万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $505.11万 | 2.84% | 8,453 | -21 | -0.2% | -$1.25万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $484.38万 | 2.73% | 289,718 | 36,055 | 14.2% | $60.28万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $467.26万 | 2.63% | 137,998 | -205 | -0.1% | -$6,941 | 减仓 |
| AAPL | APPLE INC | $441.17万 | 2.48% | 17,383 | -325 | -1.8% | -$8.25万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $422.68万 | 2.38% | 204,212 | 2,032 | 1.0% | $4.21万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $408.56万 | 2.30% | 193,173 | 11,903 | 6.6% | $25.17万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $402.69万 | 2.27% | 244,648 | 18,296 | 8.1% | $30.12万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $398.89万 | 2.25% | 193,751 | 12,440 | 6.9% | $25.61万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $386.30万 | 2.17% | 51,064 | 2,267 | 4.6% | $17.15万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $240.98万 | 1.36% | 18,404 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $231.77万 | 1.30% | 8,060 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $199.69万 | 1.12% | 8,169 | -918 | -10.1% | -$22.44万 | 减仓 |
| GOOG | ALPHABET INC | $181.22万 | 1.02% | 6,317 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $159.35万 | 0.90% | 68,760 | 14,041 | 25.7% | $32.54万 | 加仓 |
| DRS | LEONARDO DRS INC | $155.11万 | 0.87% | 34,840 | -750 | -2.1% | -$3.34万 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $125.30万 | 0.71% | 278,436 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $116.69万 | 0.66% | 5,426 | -294 | -5.1% | -$6.32万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $115.03万 | 0.65% | 12,550 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $106.21万 | 0.60% | 5,104 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $91.33万 | 0.51% | 32,970 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $84.89万 | 0.48% | 17,414 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $77.18万 | 0.43% | 2,076 | 0 | 0.0% | — | 不变 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $76.35万 | 0.43% | 37,206 | 7,069 | 23.5% | $14.51万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $74.49万 | 0.42% | 18,128 | -2 | -0.0% | -$82 | 减仓 |
| CAT | CATERPILLAR INC | $72.05万 | 0.41% | 1,017 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $71.11万 | 0.40% | 3,437 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $70.69万 | 0.40% | 3,394 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $67.03万 | 0.38% | 7,183 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $65.84万 | 0.37% | 350,200 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $64.69万 | 0.36% | 1,350 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $62.93万 | 0.35% | 13,000 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $62.67万 | 0.35% | 700 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $55.32万 | 0.31% | 3,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $53.93万 | 0.30% | 4,116 | -150 | -3.5% | -$1.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $51.78万 | 0.29% | 1,760 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $49.94万 | 0.28% | 1,349 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $47.22万 | 0.27% | 4,990 | -450 | -8.3% | -$4.26万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $43.79万 | 0.25% | 950 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $43.06万 | 0.24% | 2,981 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $42.61万 | 0.24% | 1,885 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $40.85万 | 0.23% | 410 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $40.66万 | 0.23% | 18,749 | 90 | 0.5% | $1,952 | 加仓 |
| IRM | IRON MTN INC DEL | $38.87万 | 0.22% | 3,806 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $36.32万 | 0.20% | 275 | -16 | -5.5% | -$2.11万 | 减仓 |
| SGOV | ISHARES TR | $34.43万 | 0.19% | 3,420 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $34.08万 | 0.19% | 18,890 | -114 | -0.6% | -$2,057 | 减仓 |
| CSCO | CISCO SYS INC | $32.59万 | 0.18% | 4,200 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $32.41万 | 0.18% | 1,680 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $32.28万 | 0.18% | 65,741 | 3,700 | 6.0% | $1.82万 | 加仓 |
| PEP | PEPSICO INC | $31.60万 | 0.18% | 2,035 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $28.86万 | 0.16% | 1,215 | 15 | 1.2% | $3,563 | 加仓 |
| SO | SOUTHERN CO | $27.91万 | 0.16% | 2,892 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $26.58万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC | $26.00万 | 0.15% | 28,950 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.86万 | 0.14% | 800 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $22.33万 | 0.13% | 1,989 | 1 | 0.1% | $112 | 加仓 |
| — | EXXON MOBIL CORP | $21.29万 | 0.12% | 1,255 | 1,255 | — | $21.29万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $20.96万 | 0.12% | 5,206 | 0 | 0.0% | — | 重新持有 |
| IWD | ISHARES TR | $20.30万 | 0.11% | 950 | 950 | — | $20.30万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $15.49万 | 0.09% | 12,617 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $14.94万 | 0.08% | 12,577 | -1,520 | -10.8% | -$1.81万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $7.44万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| — | CARDIFF ONCOLOGY INC | $1.81万 | 0.01% | 11,190 | 0 | 0.0% | — | 不变 |
| — | APYX MEDICAL CORPORATION | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.50万 | 清仓 |