LAUREL OAK WEALTH MANAGEMENT, LLC
MARLTON NJ · SEC CIK 0002111403
$6.87亿2026Q2 申报市值
383持仓数
31.9%前十大占比 · 第一大 7.1%
32 / 15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
VT 加仓+$541.01万
HEGD 加仓+$379.22万
BALT 加仓+$282.98万
DIVO 加仓+$249.27万
GRNY 加仓+$239.32万
2026Q2 卖出最多 按季末市值估算
AEHR 减仓-$201.73万
LASR 减仓-$152.56万
META 减仓-$139.47万
VUG 减仓-$123.11万
SPYM 减仓-$111.63万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | $27.64万 | 0.04% | 1,236 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $28.01万 | 0.04% | 5,041 | 5,041 | — | $28.01万 | 新建仓 |
| APP | APPLOVIN CORP | $28.29万 | 0.04% | 549 | 43 | 8.5% | $2.22万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $28.43万 | 0.04% | 3,133 | 7 | 0.2% | $635 | 加仓 |
| SJNK | SPDR SERIES TRUST | $28.68万 | 0.04% | 11,457 | 80 | 0.7% | $2,002 | 加仓 |
| DLS | WISDOMTREE TR | $28.77万 | 0.04% | 3,433 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $28.94万 | 0.04% | 1,064 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.28万 | 0.04% | 2,816 | 82 | 3.0% | $8,525 | 加仓 |
| AZN | ASTRAZENECA PLC | $29.28万 | 0.04% | 1,544 | 1,544 | — | $29.28万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $29.30万 | 0.04% | 6,142 | -420 | -6.4% | -$2.00万 | 减仓 |
| QUAL | ISHARES TR | $29.47万 | 0.04% | 1,343 | -117 | -8.0% | -$2.57万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $29.59万 | 0.04% | 8,743 | 1,386 | 18.8% | $4.69万 | 加仓 |
| MO | ALTRIA GROUP INC | $29.74万 | 0.04% | 4,133 | 10 | 0.2% | $719 | 加仓 |
| HEWJ | ISHARES TR | $30.49万 | 0.04% | 4,725 | -896 | -15.9% | -$5.78万 | 减仓 |
| MTUM | ISHARES TR | $30.58万 | 0.04% | 892 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $30.61万 | 0.04% | 2,671 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.71万 | 0.04% | 9,226 | -238 | -2.5% | -$7,923 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.81万 | 0.04% | 711 | 711 | — | $30.81万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $30.94万 | 0.05% | 1,022 | 1,022 | — | $30.94万 | 新建仓 |
| PAYX | PAYCHEX INC | $31.18万 | 0.05% | 3,171 | 10 | 0.3% | $983 | 加仓 |
| CIEN | CIENA CORP | $31.98万 | 0.05% | 652 | -315 | -32.6% | -$15.45万 | 减仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $32.10万 | 0.05% | 12,877 | -7,626 | -37.2% | -$19.01万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $32.14万 | 0.05% | 14,160 | 738 | 5.5% | $1.68万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $32.19万 | 0.05% | 6,399 | 2,268 | 54.9% | $11.41万 | 加仓 |
| SNY | SANOFI SA | $32.27万 | 0.05% | 7,565 | 583 | 8.4% | $2.49万 | 加仓 |
| PLD | PROLOGIS INC. | $32.54万 | 0.05% | 2,402 | 10 | 0.4% | $1,355 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $32.79万 | 0.05% | 2,808 | 676 | 31.7% | $7.89万 | 加仓 |
| NVO | NOVO-NORDISK A S | $32.80万 | 0.05% | 6,843 | -1,396 | -16.9% | -$6.69万 | 减仓 |
| EMLC | VANECK ETF TRUST | $32.81万 | 0.05% | 12,835 | -6,802 | -34.6% | -$17.39万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $33.08万 | 0.05% | 7,066 | -1,912 | -21.3% | -$8.95万 | 减仓 |
| DBEF | DBX ETF TR | $33.46万 | 0.05% | 6,124 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $34.13万 | 0.05% | 3,186 | -1,980 | -38.3% | -$21.21万 | 减仓 |
| IWR | ISHARES TR | $34.30万 | 0.05% | 3,109 | 241 | 8.4% | $2.66万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $34.37万 | 0.05% | 1,447 | 27 | 1.9% | $6,414 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.52万 | 0.05% | 2,523 | 148 | 6.2% | $2.03万 | 加仓 |
| C | CITIGROUP INC | $34.59万 | 0.05% | 2,471 | -76 | -3.0% | -$1.06万 | 减仓 |
| NOBL | PROSHARES TR | $34.65万 | 0.05% | 6,170 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $34.66万 | 0.05% | 1,754 | 600 | 52.0% | $11.86万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $35.14万 | 0.05% | 7,750 | -2,451 | -24.0% | -$11.11万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $35.52万 | 0.05% | 1,586 | 539 | 51.5% | $12.07万 | 加仓 |
| BOTZ | GLOBAL X FDS | $35.54万 | 0.05% | 9,368 | -1,065 | -10.2% | -$4.04万 | 减仓 |
| IJS | ISHARES TR | $35.62万 | 0.05% | 2,606 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $35.70万 | 0.05% | 3,044 | 206 | 7.3% | $2.42万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $35.72万 | 0.05% | 1,199 | 1,199 | — | $35.72万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $35.82万 | 0.05% | 2,257 | 140 | 6.6% | $2.22万 | 加仓 |
| BLK | BLACKROCK INC | $35.89万 | 0.05% | 373 | -5 | -1.3% | -$4,811 | 减仓 |
| MP | MP MATERIALS CORP | $36.06万 | 0.05% | 6,438 | 37 | 0.6% | $2,072 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $36.24万 | 0.05% | 13,593 | 18 | 0.1% | $480 | 加仓 |
| UL | UNILEVER PLC | $36.44万 | 0.05% | 6,062 | 305 | 5.3% | $1.83万 | 加仓 |
| URI | UNITED RENTALS INC | $36.50万 | 0.05% | 322 | -8 | -2.4% | -$9,069 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $36.67万 | 0.05% | 29,788 | -382 | -1.3% | -$4,702 | 减仓 |
| NGG | NATIONAL GRID PLC | $36.84万 | 0.05% | 4,445 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $37.14万 | 0.05% | 2,743 | -125 | -4.4% | -$1.69万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $37.26万 | 0.05% | 12,660 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $37.41万 | 0.05% | 6,979 | 389 | 5.9% | $2.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.31万 | 0.06% | 6,419 | 241 | 3.9% | $1.44万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $38.42万 | 0.06% | 7,584 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $39.68万 | 0.06% | 6,570 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $39.85万 | 0.06% | 3,349 | -441 | -11.6% | -$5.25万 | 减仓 |
| ALAB | ASTERA LABS INC | $40.33万 | 0.06% | 835 | 835 | — | $40.33万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $40.38万 | 0.06% | 3,245 | -218 | -6.3% | -$2.71万 | 减仓 |
| IXN | ISHARES TR | $40.70万 | 0.06% | 2,817 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $40.78万 | 0.06% | 1,808 | -241 | -11.8% | -$5.44万 | 减仓 |
| IXUS | ISHARES TR | $41.05万 | 0.06% | 4,301 | 593 | 16.0% | $5.66万 | 加仓 |
| TJX | TJX COS INC NEW | $41.39万 | 0.06% | 2,732 | -403 | -12.9% | -$6.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $41.44万 | 0.06% | 1,225 | -114 | -8.5% | -$3.86万 | 减仓 |
| VFH | VANGUARD WORLD FD | $41.75万 | 0.06% | 3,173 | -255 | -7.4% | -$3.36万 | 减仓 |
| EZM | WISDOMTREE TR | $41.97万 | 0.06% | 5,538 | -130 | -2.3% | -$9,852 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $42.38万 | 0.06% | 6,862 | 196 | 2.9% | $1.21万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $42.39万 | 0.06% | 1,085 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $42.51万 | 0.06% | 596 | 28 | 4.9% | $2.00万 | 加仓 |
| AIQ | GLOBAL X FDS | $43.18万 | 0.06% | 6,581 | -1,180 | -15.2% | -$7.74万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $43.38万 | 0.06% | 7,681 | 1,623 | 26.8% | $9.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $43.50万 | 0.06% | 4,956 | 30 | 0.6% | $2,633 | 加仓 |
| EFA | ISHARES TR | $43.55万 | 0.06% | 4,192 | 205 | 5.1% | $2.13万 | 加仓 |
| MGK | VANGUARD WORLD FD | $43.72万 | 0.06% | 4,973 | 243 | 5.1% | $2.14万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $43.93万 | 0.06% | 1,634 | -17 | -1.0% | -$4,571 | 减仓 |
| ASML | ASML HLDG NV | $44.56万 | 0.06% | 224 | -26 | -10.4% | -$5.17万 | 减仓 |
| GEV | GE VERNOVA INC | $45.12万 | 0.07% | 384 | -30 | -7.2% | -$3.52万 | 减仓 |
| NOW | SERVICENOW INC | $45.39万 | 0.07% | 4,572 | 1,796 | 64.7% | $17.83万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $45.79万 | 0.07% | 3,617 | -110 | -3.0% | -$1.39万 | 减仓 |
| — | VUZIX CORP | $45.82万 | 0.07% | 158,000 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $46.35万 | 0.07% | 4,190 | 26 | 0.6% | $2,876 | 加仓 |
| TTE | TOTALENERGIES SE | $46.37万 | 0.07% | 5,963 | -395 | -6.2% | -$3.07万 | 减仓 |
| PWR | QUANTA SVCS INC | $46.37万 | 0.07% | 644 | -9 | -1.4% | -$6,480 | 减仓 |
| MCK | MCKESSON CORP | $46.39万 | 0.07% | 614 | 11 | 1.8% | $8,312 | 加仓 |
| KKR | KKR & CO INC | $46.58万 | 0.07% | 5,075 | -61 | -1.2% | -$5,599 | 减仓 |
| ENB | ENBRIDGE INC | $47.42万 | 0.07% | 8,747 | -754 | -7.9% | -$4.09万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $48.25万 | 0.07% | 3,775 | -456 | -10.8% | -$5.83万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $48.64万 | 0.07% | 3,317 | 131 | 4.1% | $1.92万 | 加仓 |
| BX | BLACKSTONE INC | $48.73万 | 0.07% | 4,141 | 4 | 0.1% | $471 | 加仓 |
| IJT | ISHARES TR | $49.45万 | 0.07% | 2,769 | 100 | 3.7% | $1.79万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $49.89万 | 0.07% | 45,893 | -12,380 | -21.2% | -$13.46万 | 减仓 |
| SBUX | STARBUCKS CORP | $49.98万 | 0.07% | 4,891 | -74 | -1.5% | -$7,562 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $50.06万 | 0.07% | 10,053 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $50.25万 | 0.07% | 3,072 | -233 | -7.0% | -$3.81万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $50.38万 | 0.07% | 1,421 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $50.53万 | 0.07% | 13,901 | 332 | 2.4% | $1.21万 | 加仓 |
| IGSB | ISHARES TR | $50.68万 | 0.07% | 9,670 | 150 | 1.6% | $7,862 | 加仓 |
| IVE | ISHARES TR | $50.82万 | 0.07% | 2,238 | 0 | 0.0% | — | 不变 |