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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | $50.04万 | 0.08% | 9,520 | -965 | -9.2% | -$5.07万 | 减仓 |
| TJX | TJX COS INC NEW | $50.07万 | 0.08% | 3,135 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $50.23万 | 0.08% | 3,459 | -22 | -0.6% | -$3,195 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $50.34万 | 0.08% | 9,958 | 9,958 | — | $50.34万 | 新建仓 |
| MINT | PIMCO ETF TR | $50.35万 | 0.08% | 5,006 | 5,006 | — | $50.35万 | 新建仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $51.03万 | 0.09% | 20,503 | 5,734 | 38.8% | $14.27万 | 加仓 |
| ENB | ENBRIDGE INC | $51.44万 | 0.09% | 9,501 | 373 | 4.1% | $2.02万 | 加仓 |
| CME | CME GROUP INC | $51.51万 | 0.09% | 1,744 | 1,744 | — | $51.51万 | 新建仓 |
| IDEV | ISHARES TR | $51.80万 | 0.09% | 6,199 | -2,269 | -26.8% | -$18.96万 | 减仓 |
| PPL | PPL CORP | $51.83万 | 0.09% | 13,569 | 537 | 4.1% | $2.05万 | 加仓 |
| MCK | MCKESSON CORP | $52.18万 | 0.09% | 603 | -10 | -1.6% | -$8,654 | 减仓 |
| BILS | SPDR SERIES TRUST | $53.26万 | 0.09% | 5,356 | 171 | 3.3% | $1.70万 | 加仓 |
| IWF | ISHARES TR | $53.56万 | 0.09% | 1,256 | -32 | -2.5% | -$1.36万 | 减仓 |
| IJK | ISHARES TR | $54.14万 | 0.09% | 5,380 | 1,045 | 24.1% | $10.52万 | 加仓 |
| EXC | EXELON CORP | $54.25万 | 0.09% | 11,066 | -129 | -1.2% | -$6,324 | 减仓 |
| USMV | ISHARES TR | $54.33万 | 0.09% | 5,858 | 2 | 0.0% | $185 | 加仓 |
| BA | BOEING CO | $55.21万 | 0.09% | 2,774 | -340 | -10.9% | -$6.77万 | 减仓 |
| FSK | FS KKR CAP CORP | $55.80万 | 0.09% | 54,809 | -1,235 | -2.2% | -$1.26万 | 减仓 |
| IVW | ISHARES TR | $55.87万 | 0.09% | 4,939 | 1,560 | 46.2% | $17.65万 | 加仓 |
| — | ETF SER SOLUTIONS | $56.00万 | 0.09% | 16,432 | 16,432 | — | $56.00万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $56.77万 | 0.10% | 2,728 | 174 | 6.8% | $3.62万 | 加仓 |
| MDT | MEDTRONIC PLC | $56.80万 | 0.10% | 6,555 | 2,273 | 53.1% | $19.70万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $57.04万 | 0.10% | 3,305 | 992 | 42.9% | $17.12万 | 加仓 |
| TXUE | THORNBURG ETF TR | $57.27万 | 0.10% | 17,791 | 17,791 | — | $57.27万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $57.27万 | 0.10% | 5,166 | -2,502 | -32.6% | -$27.74万 | 减仓 |
| TTE | TOTALENERGIES SE | $57.85万 | 0.10% | 6,358 | -653 | -9.3% | -$5.94万 | 减仓 |
| PSK | SPDR SERIES TRUST | $58.00万 | 0.10% | 18,806 | -464 | -2.4% | -$1.43万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $59.42万 | 0.10% | 24,485 | -1,189 | -4.6% | -$2.89万 | 减仓 |
| GLW | CORNING INC | $59.54万 | 0.10% | 4,379 | -10 | -0.2% | -$1,360 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $59.81万 | 0.10% | 7,628 | 202 | 2.7% | $1.58万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $60.28万 | 0.10% | 3,646 | 28 | 0.8% | $4,630 | 加仓 |
| AOM | ISHARES TR | $60.79万 | 0.10% | 12,833 | -2,046 | -13.8% | -$9.69万 | 减仓 |
| USFR | WISDOMTREE TR | $60.96万 | 0.10% | 12,109 | 90 | 0.7% | $4,531 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $61.43万 | 0.10% | 10,225 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $62.33万 | 0.10% | 3,156 | 157 | 5.2% | $3.10万 | 加仓 |
| PFE | PFIZER INC | $62.55万 | 0.11% | 22,276 | -86 | -0.4% | -$2,415 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $63.43万 | 0.11% | 51,197 | 9,013 | 21.4% | $11.17万 | 加仓 |
| IEFA | ISHARES TR | $63.50万 | 0.11% | 7,014 | 345 | 5.2% | $3.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $64.11万 | 0.11% | 1,642 | 432 | 35.7% | $16.87万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $64.45万 | 0.11% | 58,273 | -9,279 | -13.7% | -$10.26万 | 减仓 |
| KLAC | KLA CORP | $65.08万 | 0.11% | 442 | -123 | -21.8% | -$18.11万 | 减仓 |
| IWM | ISHARES TR | $66.44万 | 0.11% | 2,679 | 265 | 11.0% | $6.57万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $67.92万 | 0.11% | 1,124 | 14 | 1.3% | $8,460 | 加仓 |
| LNG | CHENIERE ENERGY INC | $68.05万 | 0.11% | 2,398 | -20 | -0.8% | -$5,675 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $68.67万 | 0.12% | 3,463 | -253 | -6.8% | -$5.02万 | 减仓 |
| IYF | ISHARES TR | $68.97万 | 0.12% | 5,862 | 329 | 5.9% | $3.87万 | 加仓 |
| IGM | ISHARES TR | $69.06万 | 0.12% | 5,828 | -774 | -11.7% | -$9.17万 | 减仓 |
| FE | FIRSTENERGY CORP | $71.17万 | 0.12% | 14,048 | 1,648 | 13.3% | $8.35万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $71.86万 | 0.12% | 2,127 | -387 | -15.4% | -$13.07万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $72.05万 | 0.12% | 3,463 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $73.10万 | 0.12% | 12,052 | -190 | -1.6% | -$1.15万 | 减仓 |
| IFRA | ISHARES TR | $73.32万 | 0.12% | 12,818 | -1,511 | -10.5% | -$8.64万 | 减仓 |
| USIG | ISHARES TR | $73.43万 | 0.12% | 14,334 | -2,006 | -12.3% | -$10.28万 | 减仓 |
| EFV | ISHARES TR | $75.14万 | 0.13% | 10,107 | 777 | 8.3% | $5.78万 | 加仓 |
| CSCO | CISCO SYS INC | $75.97万 | 0.13% | 9,792 | -1,285 | -11.6% | -$9.97万 | 减仓 |
| ORCL | ORACLE CORP | $76.56万 | 0.13% | 5,204 | -408 | -7.3% | -$6.00万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $76.76万 | 0.13% | 8,145 | -835 | -9.3% | -$7.87万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $77.20万 | 0.13% | 12,841 | 8,218 | 177.8% | $49.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $77.32万 | 0.13% | 914 | -56 | -5.8% | -$4.74万 | 减仓 |
| IYH | ISHARES TR | $77.92万 | 0.13% | 12,641 | 340 | 2.8% | $2.10万 | 加仓 |
| ABBV | ABBVIE INC | $79.71万 | 0.13% | 3,665 | -453 | -11.0% | -$9.85万 | 减仓 |
| CMDY | ISHARES U S ETF TR | $80.88万 | 0.14% | 13,612 | -4,241 | -23.8% | -$25.20万 | 减仓 |
| TLH | ISHARES TR | $81.70万 | 0.14% | 8,112 | -4,025 | -33.2% | -$40.54万 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $82.11万 | 0.14% | 21,649 | -2,263 | -9.5% | -$8.58万 | 减仓 |
| LQD | ISHARES TR | $82.41万 | 0.14% | 7,561 | -157 | -2.0% | -$1.71万 | 减仓 |
| DIS | DISNEY WALT CO | $85.21万 | 0.14% | 8,842 | 165 | 1.9% | $1.59万 | 加仓 |
| IYW | ISHARES TR | $86.50万 | 0.15% | 4,768 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $86.90万 | 0.15% | 11,427 | 306 | 2.8% | $2.33万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $87.56万 | 0.15% | 14,293 | 864 | 6.4% | $5.29万 | 加仓 |
| MCD | MCDONALDS CORP | $87.58万 | 0.15% | 2,818 | -45 | -1.6% | -$1.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $89.37万 | 0.15% | 3,687 | 64 | 1.8% | $1.55万 | 加仓 |
| IWN | ISHARES TR | $89.68万 | 0.15% | 4,730 | -224 | -4.5% | -$4.25万 | 减仓 |
| VDE | VANGUARD WORLD FD | $90.53万 | 0.15% | 5,232 | -142 | -2.6% | -$2.46万 | 减仓 |
| XOP | SPDR SERIES TRUST | $90.72万 | 0.15% | 4,989 | 184 | 3.8% | $3.35万 | 加仓 |
| AMAT | APPLIED MATLS INC | $90.95万 | 0.15% | 2,661 | -97 | -3.5% | -$3.32万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $91.34万 | 0.15% | 1,828 | -146 | -7.4% | -$7.30万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $91.62万 | 0.15% | 4,504 | -58 | -1.3% | -$1.18万 | 减仓 |
| AMGN | AMGEN INC | $92.11万 | 0.15% | 2,618 | -368 | -12.3% | -$12.95万 | 减仓 |
| DBJP | DBX ETF TR | $92.34万 | 0.16% | 9,141 | 233 | 2.6% | $2.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $92.95万 | 0.16% | 1,555 | 19 | 1.2% | $1.14万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $93.62万 | 0.16% | 36,498 | -6,500 | -15.1% | -$16.67万 | 减仓 |
| EME | EMCOR GROUP INC | $95.46万 | 0.16% | 1,293 | -199 | -13.3% | -$14.69万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $95.70万 | 0.16% | 13,602 | 10,580 | 350.1% | $74.44万 | 加仓 |
| HSY | HERSHEY CO | $96.42万 | 0.16% | 4,638 | 434 | 10.3% | $9.02万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $96.58万 | 0.16% | 11,671 | -2,030 | -14.8% | -$16.80万 | 减仓 |
| ITA | ISHARES TR | $97.10万 | 0.16% | 4,439 | 728 | 19.6% | $15.93万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $97.13万 | 0.16% | 7,308 | -1,113 | -13.2% | -$14.79万 | 减仓 |
| MBB | ISHARES TR | $97.60万 | 0.16% | 10,279 | -4,109 | -28.6% | -$39.01万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $98.07万 | 0.16% | 5,654 | -9 | -0.2% | -$1,561 | 减仓 |
| T | AT&T INC | $98.95万 | 0.17% | 34,132 | -696 | -2.0% | -$2.02万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $100.10万 | 0.17% | 12,628 | -6,568 | -34.2% | -$52.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $100.65万 | 0.17% | 1,010 | 9 | 0.9% | $8,969 | 加仓 |
| VLO | VALERO ENERGY CORP | $101.97万 | 0.17% | 4,127 | -5,672 | -57.9% | -$140.14万 | 减仓 |
| VV | VANGUARD INDEX FDS | $103.58万 | 0.17% | 3,466 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $103.69万 | 0.17% | 13,435 | -556 | -4.0% | -$4.29万 | 减仓 |
| SDY | SPDR SERIES TRUST | $106.01万 | 0.18% | 7,264 | -121 | -1.6% | -$1.77万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $109.49万 | 0.18% | 36,352 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $110.54万 | 0.19% | 22,019 | 1,788 | 8.8% | $8.98万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $115.01万 | 0.19% | 12,966 | 1,697 | 15.1% | $15.05万 | 加仓 |
| SMH | VANECK ETF TRUST | $118.28万 | 0.20% | 3,085 | -92 | -2.9% | -$3.53万 | 减仓 |