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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $27.21万 | 0.05% | 4,123 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $27.24万 | 0.05% | 2,900 | -1,563 | -35.0% | -$14.68万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $27.70万 | 0.05% | 1,085 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $27.84万 | 0.05% | 1,649 | 145 | 9.6% | $2.45万 | 加仓 |
| IWR | ISHARES TR | $27.89万 | 0.05% | 2,868 | -269 | -8.6% | -$2.62万 | 减仓 |
| DLS | WISDOMTREE TR | $27.98万 | 0.05% | 3,433 | 298 | 9.5% | $2.43万 | 加仓 |
| QUAL | ISHARES TR | $28.00万 | 0.05% | 1,460 | -71 | -4.6% | -$1.36万 | 减仓 |
| IXN | ISHARES TR | $28.16万 | 0.05% | 2,817 | -138 | -4.7% | -$1.38万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $28.33万 | 0.05% | 2,033 | -986 | -32.7% | -$13.74万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $28.42万 | 0.05% | 11,377 | -3,788 | -25.0% | -$9.46万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.60万 | 0.05% | 3,470 | -2,851 | -45.1% | -$23.50万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.66万 | 0.05% | 583 | -108 | -15.6% | -$5.31万 | 减仓 |
| C | CITIGROUP INC | $28.89万 | 0.05% | 2,547 | -223 | -8.1% | -$2.53万 | 减仓 |
| NOW | SERVICENOW INC | $29.02万 | 0.05% | 2,776 | 1,231 | 79.7% | $12.87万 | 加仓 |
| PAYX | PAYCHEX INC | $29.12万 | 0.05% | 3,161 | 3,161 | — | $29.12万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.54万 | 0.05% | 433 | -59 | -12.0% | -$4.03万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $29.87万 | 0.05% | 6,562 | 403 | 6.5% | $1.83万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $30.01万 | 0.05% | 1,420 | -331 | -18.9% | -$6.99万 | 减仓 |
| DBEF | DBX ETF TR | $30.25万 | 0.05% | 6,124 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $30.28万 | 0.05% | 8,239 | -2,819 | -25.5% | -$10.36万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $30.31万 | 0.05% | 13,422 | 13,422 | — | $30.31万 | 新建仓 |
| CMI | CUMMINS INC | $30.56万 | 0.05% | 568 | 21 | 3.8% | $1.13万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $30.67万 | 0.05% | 13,152 | 609 | 4.9% | $1.42万 | 加仓 |
| IJS | ISHARES TR | $30.87万 | 0.05% | 2,606 | 845 | 48.0% | $10.01万 | 加仓 |
| MP | MP MATERIALS CORP | $30.89万 | 0.05% | 6,401 | -73 | -1.1% | -$3,523 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $30.93万 | 0.05% | 2,838 | 144 | 5.3% | $1.57万 | 加仓 |
| IDU | ISHARES TR | $31.01万 | 0.05% | 2,671 | -85 | -3.1% | -$9,869 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $31.03万 | 0.05% | 2,117 | 107 | 5.3% | $1.57万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $31.14万 | 0.05% | 2,375 | -1,353 | -36.3% | -$17.74万 | 减仓 |
| IHI | ISHARES TR | $31.20万 | 0.05% | 5,848 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $31.62万 | 0.05% | 2,392 | -220 | -8.4% | -$2.91万 | 减仓 |
| HEWJ | ISHARES TR | $31.64万 | 0.05% | 5,621 | -200 | -3.4% | -$1.13万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $31.73万 | 0.05% | 25,361 | -614 | -2.4% | -$7,681 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $31.84万 | 0.05% | 1,177 | -94 | -7.4% | -$2.54万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $32.09万 | 0.05% | 3,126 | -168 | -5.1% | -$1.72万 | 减仓 |
| IXUS | ISHARES TR | $32.13万 | 0.05% | 3,708 | 616 | 19.9% | $5.34万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $32.24万 | 0.05% | 10,869 | 10,869 | — | $32.24万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.46万 | 0.05% | 12,660 | 1,836 | 17.0% | $4.71万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $32.54万 | 0.05% | 6,590 | 453 | 7.4% | $2.24万 | 加仓 |
| NOBL | PROSHARES TR | $32.70万 | 0.05% | 3,085 | -449 | -12.7% | -$4.76万 | 减仓 |
| UL | UNILEVER PLC | $32.80万 | 0.06% | 5,757 | 1,468 | 34.2% | $8.36万 | 加仓 |
| ASML | ASML HLDG NV | $33.02万 | 0.06% | 250 | -9 | -3.5% | -$1.19万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.39万 | 0.06% | 6,178 | -212 | -3.3% | -$1.15万 | 减仓 |
| SNY | SANOFI SA | $33.64万 | 0.06% | 6,982 | -683 | -8.9% | -$3.29万 | 减仓 |
| — | APELLIS PHARMACEUTICALS INC | $34.05万 | 0.06% | 8,465 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $34.17万 | 0.06% | 6,570 | -60 | -0.9% | -$3,121 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $34.34万 | 0.06% | 6,058 | 6,058 | — | $34.34万 | 新建仓 |
| GE | GE AEROSPACE | $34.51万 | 0.06% | 1,216 | -32 | -2.6% | -$9,081 | 减仓 |
| SLV | ISHARES SILVER TR | $34.61万 | 0.06% | 5,079 | 64 | 1.3% | $4,361 | 加仓 |
| BOTZ | GLOBAL X FDS | $34.66万 | 0.06% | 10,433 | -1,086 | -9.4% | -$3.61万 | 减仓 |
| MGK | VANGUARD WORLD FD | $34.76万 | 0.06% | 946 | -88 | -8.5% | -$3.23万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $34.91万 | 0.06% | 30,170 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $35.74万 | 0.06% | 3,733 | -2,564 | -40.7% | -$24.55万 | 减仓 |
| PWR | QUANTA SVCS INC | $35.85万 | 0.06% | 653 | -20 | -3.0% | -$1.10万 | 减仓 |
| COP | CONOCOPHILLIPS | $36.09万 | 0.06% | 2,734 | 369 | 15.6% | $4.87万 | 加仓 |
| GEV | GE VERNOVA INC | $36.14万 | 0.06% | 414 | 70 | 20.3% | $6.11万 | 加仓 |
| AIQ | GLOBAL X FDS | $36.22万 | 0.06% | 7,761 | -1,993 | -20.4% | -$9.30万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.36万 | 0.06% | 9,464 | 1,858 | 24.4% | $7.14万 | 加仓 |
| BLK | BLACKROCK INC | $36.37万 | 0.06% | 378 | -20 | -5.0% | -$1.92万 | 减仓 |
| — | VUZIX CORP | $36.50万 | 0.06% | 158,000 | 158,000 | — | $36.50万 | 新建仓 |
| CRM | SALESFORCE INC | $36.59万 | 0.06% | 1,960 | -105 | -5.1% | -$1.96万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $37.11万 | 0.06% | 3,790 | 43 | 1.1% | $4,210 | 加仓 |
| — | COMMERCIAL VEH GROUP INC | $37.51万 | 0.06% | 110,000 | 110,000 | — | $37.51万 | 新建仓 |
| CIEN | CIENA CORP | $37.54万 | 0.06% | 967 | -836 | -46.4% | -$32.46万 | 减仓 |
| NGG | NATIONAL GRID PLC | $37.60万 | 0.06% | 4,445 | -1,403 | -24.0% | -$11.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.75万 | 0.06% | 1,395 | -77 | -5.2% | -$2.08万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $37.91万 | 0.06% | 7,584 | -1,000 | -11.6% | -$5.00万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $38.05万 | 0.06% | 1,651 | -179 | -9.8% | -$4.13万 | 减仓 |
| EZM | WISDOMTREE TR | $38.10万 | 0.06% | 5,668 | -886 | -13.5% | -$5.96万 | 减仓 |
| IJT | ISHARES TR | $38.62万 | 0.06% | 2,669 | 742 | 38.5% | $10.74万 | 加仓 |
| EFA | ISHARES TR | $38.73万 | 0.07% | 3,987 | -1,346 | -25.2% | -$13.07万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $38.98万 | 0.07% | 6,666 | 204 | 3.2% | $1.19万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $39.30万 | 0.07% | 13,575 | -2,327 | -14.6% | -$6.74万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $40.35万 | 0.07% | 1,868 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $40.50万 | 0.07% | 1,339 | 65 | 5.1% | $1.97万 | 加仓 |
| VFH | VANGUARD WORLD FD | $41.42万 | 0.07% | 3,428 | 126 | 3.8% | $1.52万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $42.02万 | 0.07% | 7,223 | 7,223 | — | $42.02万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $42.15万 | 0.07% | 8,978 | -4,788 | -34.8% | -$22.48万 | 减仓 |
| INTC | INTEL CORP | $43.38万 | 0.07% | 9,831 | 1,374 | 16.2% | $6.06万 | 加仓 |
| SBUX | STARBUCKS CORP | $44.48万 | 0.07% | 4,965 | -95 | -1.9% | -$8,511 | 减仓 |
| PEP | PEPSICO INC | $44.54万 | 0.07% | 2,868 | -40 | -1.4% | -$6,212 | 减仓 |
| NEE | NEXTERA ENERGY INC | $45.75万 | 0.08% | 4,926 | -339 | -6.4% | -$3.15万 | 减仓 |
| NTAP | NETAPP INC | $46.01万 | 0.08% | 4,493 | 2 | 0.0% | $205 | 加仓 |
| VDC | VANGUARD WORLD FD | $46.01万 | 0.08% | 2,049 | -220 | -9.7% | -$4.94万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $46.01万 | 0.08% | 3,186 | 207 | 6.9% | $2.99万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $46.41万 | 0.08% | 4,231 | -351 | -7.7% | -$3.85万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $46.81万 | 0.08% | 10,201 | -2,199 | -17.7% | -$10.09万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $46.88万 | 0.08% | 9,411 | 9,411 | — | $46.88万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $47.13万 | 0.08% | 4,164 | -67 | -1.6% | -$7,583 | 减仓 |
| IVE | ISHARES TR | $47.26万 | 0.08% | 2,238 | 684 | 44.0% | $14.44万 | 加仓 |
| KKR | KKR & CO INC | $47.51万 | 0.08% | 5,136 | 80 | 1.6% | $7,400 | 加仓 |
| BX | BLACKSTONE INC | $47.57万 | 0.08% | 4,137 | -37 | -0.9% | -$4,255 | 减仓 |
| TACK | CAPITOL SER TR | $47.95万 | 0.08% | 15,774 | 15,774 | — | $47.95万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $48.23万 | 0.08% | 10,053 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $48.24万 | 0.08% | 3,640 | 618 | 20.5% | $8.19万 | 加仓 |
| DWM | WISDOMTREE TR | $48.48万 | 0.08% | 6,936 | 2,829 | 68.9% | $19.77万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $48.59万 | 0.08% | 3,031 | 249 | 9.0% | $3.99万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $48.70万 | 0.08% | 9,816 | 889 | 10.0% | $4.41万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $48.80万 | 0.08% | 3,727 | 6 | 0.2% | $786 | 加仓 |
| EMLC | VANECK ETF TRUST | $49.31万 | 0.08% | 19,637 | -10,945 | -35.8% | -$27.48万 | 减仓 |