LAUREL OAK WEALTH MANAGEMENT, LLC
MARLTON NJ · SEC CIK 0002111403
$5.95亿2026Q1 申报市值
360持仓数
31.1%前十大占比 · 第一大 7.1%
32 / 27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
VT 加仓+$954.27万
HEGD 加仓+$655.51万
DIVO 加仓+$528.69万
BALT 加仓+$405.47万
GRNY 加仓+$239.63万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$347.26万
VUG 减仓-$291.25万
IEF 减仓-$286.58万
IHDG 减仓-$225.12万
SPYM 减仓-$224.04万
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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -4,209 | -100.0% | -$31.35万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,491 | -100.0% | -$27.38万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -400 | -100.0% | -$26.50万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,498 | -100.0% | -$26.00万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,156 | -100.0% | -$25.36万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -436 | -100.0% | -$25.32万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,933 | -100.0% | -$25.23万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -3,330 | -100.0% | -$24.60万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,476 | -100.0% | -$23.91万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -9,066 | -100.0% | -$23.07万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,948 | -100.0% | -$22.30万 | 清仓 |
| — | APPLE INC | $0 | 0.00% | 0 | -50 | -100.0% | -$21.84万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -4,440 | -100.0% | -$21.77万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -895 | -100.0% | -$21.74万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -4,654 | -100.0% | -$21.66万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -4,217 | -100.0% | -$21.27万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,867 | -100.0% | -$21.07万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -12,039 | -100.0% | -$21.07万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -3,533 | -100.0% | -$21.02万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,279 | -100.0% | -$20.59万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -835 | -100.0% | -$20.24万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -2,290 | -100.0% | -$20.02万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -10,492 | -100.0% | -$18.70万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $0 | 0.00% | 0 | -11,403 | -100.0% | -$18.36万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -4,265 | -100.0% | -$17.78万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -16,932 | -100.0% | -$17.12万 | 清仓 |
| MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | -10,792 | -100.0% | -$12.28万 | 清仓 |
| HYLN | HYLIION HOLDINGS CORP | $1.76万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOME OP | $3.96万 | 0.01% | 10,913 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $4.45万 | 0.01% | 12,194 | -785 | -6.0% | -$2,865 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $5.48万 | 0.01% | 11,042 | 11,042 | — | $5.48万 | 新建仓 |
| — | FTC SOLAR INC | $6.05万 | 0.01% | 16,000 | 16,000 | — | $6.05万 | 新建仓 |
| NIO | NIO INC | $6.21万 | 0.01% | 10,291 | 0 | 0.0% | — | 不变 |
| — | NN INC | $7.25万 | 0.01% | 50,000 | 50,000 | — | $7.25万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.59万 | 0.02% | 12,084 | 576 | 5.0% | $4,573 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $10.87万 | 0.02% | 29,690 | 29,690 | — | $10.87万 | 新建仓 |
| SRI | STONERIDGE INC | $10.87万 | 0.02% | 22,500 | 22,500 | — | $10.87万 | 新建仓 |
| NVAX | NOVAVAX INC | $12.65万 | 0.02% | 15,540 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $15.77万 | 0.03% | 11,070 | -2,685 | -19.5% | -$3.83万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $16.50万 | 0.03% | 31,850 | 31,850 | — | $16.50万 | 新建仓 |
| F | FORD MTR CO | $18.72万 | 0.03% | 16,224 | -6,617 | -29.0% | -$7.64万 | 减仓 |
| APP | APPLOVIN CORP | $20.14万 | 0.03% | 506 | -16 | -3.1% | -$6,368 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.15万 | 0.03% | 1,050 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $20.22万 | 0.03% | 476 | -103 | -17.8% | -$4.37万 | 减仓 |
| BIL | SPDR SERIES TRUST | $20.27万 | 0.03% | 2,212 | 2,212 | — | $20.27万 | 新建仓 |
| IOO | ISHARES TR | $20.42万 | 0.03% | 1,688 | -110 | -6.1% | -$1.33万 | 减仓 |
| EES | WISDOMTREE TR | $20.53万 | 0.03% | 3,537 | -350 | -9.0% | -$2.03万 | 减仓 |
| MLRG | ISHARES TR | $20.53万 | 0.03% | 2,285 | -27 | -1.2% | -$2,426 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $20.60万 | 0.03% | 8,270 | 2 | 0.0% | $50 | 加仓 |
| CRWV | COREWEAVE INC | $20.72万 | 0.03% | 2,675 | -1,158 | -30.2% | -$8.97万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $20.79万 | 0.03% | 4,131 | 4,131 | — | $20.79万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.84万 | 0.03% | 490 | -420 | -46.2% | -$17.86万 | 减仓 |
| FTI | TECHNIPFMC PLC | $20.85万 | 0.04% | 3,016 | 3,016 | — | $20.85万 | 新建仓 |
| DE | DEERE & CO | $20.90万 | 0.04% | 371 | 371 | — | $20.90万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $21.07万 | 0.04% | 10,083 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $21.12万 | 0.04% | 426 | 426 | — | $21.12万 | 新建仓 |
| TOPT | ISHARES TR | $21.13万 | 0.04% | 7,384 | 334 | 4.7% | $9,559 | 加仓 |
| GLDM | WORLD GOLD TR | $21.21万 | 0.04% | 2,288 | -1,663 | -42.1% | -$15.41万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $21.27万 | 0.04% | 1,154 | 1,154 | — | $21.27万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.27万 | 0.04% | 1,047 | -858 | -45.0% | -$17.43万 | 减仓 |
| TGT | TARGET CORP | $21.34万 | 0.04% | 1,761 | -300 | -14.6% | -$3.64万 | 减仓 |
| MTUM | ISHARES TR | $21.41万 | 0.04% | 892 | -39 | -4.2% | -$9,360 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.43万 | 0.04% | 7,357 | -459 | -5.9% | -$1.34万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.49万 | 0.04% | 2,987 | 225 | 8.1% | $1.62万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $21.50万 | 0.04% | 1,421 | 1,421 | — | $21.50万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $21.99万 | 0.04% | 3,197 | -224 | -6.5% | -$1.54万 | 减仓 |
| RTX | RTX CORPORATION | $22.31万 | 0.04% | 1,156 | -66 | -5.4% | -$1.27万 | 减仓 |
| IMCB | ISHARES TR | $22.35万 | 0.04% | 2,678 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $22.58万 | 0.04% | 999 | -42 | -4.0% | -$9,493 | 减仓 |
| TRP | TC ENERGY CORP | $22.86万 | 0.04% | 3,652 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $23.01万 | 0.04% | 5,415 | -1,145 | -17.5% | -$4.87万 | 减仓 |
| SUSA | ISHARES TR | $23.02万 | 0.04% | 1,743 | -114 | -6.1% | -$1.51万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.04万 | 0.04% | 793 | 793 | — | $23.04万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.06万 | 0.04% | 1,236 | 17 | 1.4% | $3,171 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.40万 | 0.04% | 1,787 | -391 | -18.0% | -$5.12万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.49万 | 0.04% | 10,224 | 412 | 4.2% | $9,468 | 加仓 |
| IXJ | ISHARES TR | $23.71万 | 0.04% | 2,535 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $23.79万 | 0.04% | 737 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $24.04万 | 0.04% | 330 | -8 | -2.4% | -$5,828 | 减仓 |
| GM | GENERAL MTRS CO | $24.23万 | 0.04% | 3,253 | 278 | 9.3% | $2.07万 | 加仓 |
| ACWX | ISHARES TR | $24.32万 | 0.04% | 3,552 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $24.45万 | 0.04% | 5,319 | -166 | -3.0% | -$7,631 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $24.68万 | 0.04% | 2,132 | 2,132 | — | $24.68万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $24.75万 | 0.04% | 4,537 | -1,069 | -19.1% | -$5.83万 | 减仓 |
| CAIE | CALAMOS ETF TR | $25.27万 | 0.04% | 10,050 | 10,050 | — | $25.27万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $25.28万 | 0.04% | 11,156 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $25.39万 | 0.04% | 5,095 | -607 | -10.6% | -$3.02万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $25.67万 | 0.04% | 55,436 | 13,814 | 33.2% | $6.40万 | 加仓 |
| HAS | HASBRO INC | $25.68万 | 0.04% | 2,744 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $25.82万 | 0.04% | 1,064 | -5 | -0.5% | -$1,213 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.23万 | 0.04% | 569 | -14 | -2.4% | -$6,454 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.23万 | 0.04% | 896 | -71 | -7.3% | -$2.08万 | 减仓 |
| SONY | SONY GROUP CORP | $26.63万 | 0.04% | 12,864 | -1,656 | -11.4% | -$3.43万 | 减仓 |
| URA | GLOBAL X FDS | $27.16万 | 0.05% | 5,609 | 17 | 0.3% | $823 | 加仓 |