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 |
|---|---|---|---|---|---|---|---|---|
| PSK | SPDR SERIES TRUST | $50.89万 | 0.07% | 16,669 | -2,137 | -11.4% | -$6.52万 | 减仓 |
| GE | GE AEROSPACE | $50.98万 | 0.07% | 1,364 | 148 | 12.2% | $5.53万 | 加仓 |
| — | COMMERCIAL VEH GROUP INC | $51.17万 | 0.07% | 110,762 | 762 | 0.7% | $3,520 | 加仓 |
| IDEV | ISHARES TR | $51.28万 | 0.07% | 5,761 | -438 | -7.1% | -$3.90万 | 减仓 |
| MDT | MEDTRONIC PLC | $51.38万 | 0.07% | 6,568 | 13 | 0.2% | $1,017 | 加仓 |
| EXC | EXELON CORP | $51.44万 | 0.07% | 11,033 | -33 | -0.3% | -$1,538 | 减仓 |
| DWM | WISDOMTREE TR | $51.78万 | 0.08% | 7,072 | 136 | 2.0% | $9,957 | 加仓 |
| LNG | CHENIERE ENERGY INC | $52.34万 | 0.08% | 2,190 | -208 | -8.7% | -$4.97万 | 减仓 |
| IJJ | ISHARES TR | $53.19万 | 0.08% | 3,601 | -39 | -1.1% | -$5,761 | 减仓 |
| NTAP | NETAPP INC | $54.10万 | 0.08% | 3,495 | -998 | -22.2% | -$15.45万 | 减仓 |
| AOM | ISHARES TR | $54.51万 | 0.08% | 10,925 | -1,908 | -14.9% | -$9.52万 | 减仓 |
| PFE | PFIZER INC | $54.52万 | 0.08% | 22,641 | 365 | 1.6% | $8,789 | 加仓 |
| FSK | FS KKR CAP CORP | $54.61万 | 0.08% | 52,010 | -2,799 | -5.1% | -$2.94万 | 减仓 |
| MMM | 3M CO | $55.09万 | 0.08% | 3,402 | -57 | -1.6% | -$9,229 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $55.13万 | 0.08% | 1,082 | -42 | -3.7% | -$2.14万 | 减仓 |
| LQD | ISHARES TR | $55.72万 | 0.08% | 5,108 | -2,453 | -32.4% | -$26.76万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $55.76万 | 0.08% | 1,666 | -202 | -10.8% | -$6.76万 | 减仓 |
| USMV | ISHARES TR | $56.24万 | 0.08% | 5,830 | -28 | -0.5% | -$2,701 | 减仓 |
| BA | BOEING CO | $56.54万 | 0.08% | 2,612 | -162 | -5.8% | -$3.51万 | 减仓 |
| BIL | SPDR SERIES TRUST | $56.64万 | 0.08% | 6,180 | 3,968 | 179.4% | $36.36万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $58.80万 | 0.09% | 7,441 | -5,187 | -41.1% | -$40.99万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $60.10万 | 0.09% | 11,822 | 2,006 | 20.4% | $10.20万 | 加仓 |
| T | AT&T INC | $60.57万 | 0.09% | 29,262 | -4,870 | -14.3% | -$10.08万 | 减仓 |
| USFR | WISDOMTREE TR | $61.12万 | 0.09% | 12,139 | 30 | 0.2% | $1,511 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $61.35万 | 0.09% | 1,476 | 81 | 5.8% | $3.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $61.73万 | 0.09% | 3,412 | -234 | -6.4% | -$4.23万 | 减仓 |
| IWF | ISHARES TR | $62.33万 | 0.09% | 5,020 | -4 | -0.1% | -$497 | 减仓 |
| IVW | ISHARES TR | $62.42万 | 0.09% | 4,539 | -400 | -8.1% | -$5.50万 | 减仓 |
| TLH | ISHARES TR | $63.25万 | 0.09% | 6,303 | -1,809 | -22.3% | -$18.15万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.43万 | 0.09% | 2,576 | -152 | -5.6% | -$3.74万 | 减仓 |
| IYF | ISHARES TR | $63.71万 | 0.09% | 4,997 | -865 | -14.8% | -$11.03万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $65.22万 | 0.09% | 8,371 | 743 | 9.7% | $5.79万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $65.52万 | 0.10% | 27,142 | 2,657 | 10.9% | $6.41万 | 加仓 |
| IEFA | ISHARES TR | $65.95万 | 0.10% | 6,829 | -185 | -2.6% | -$1.79万 | 减仓 |
| FE | FIRSTENERGY CORP | $67.05万 | 0.10% | 14,103 | 55 | 0.4% | $2,615 | 加仓 |
| IJK | ISHARES TR | $67.20万 | 0.10% | 5,719 | 339 | 6.3% | $3.98万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $67.50万 | 0.10% | 6,873 | -1,272 | -15.6% | -$12.49万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.92万 | 0.10% | 11,961 | -91 | -0.8% | -$5,243 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $70.58万 | 0.10% | 1,105 | -72 | -6.1% | -$4.60万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $71.13万 | 0.10% | 26,924 | -9,574 | -26.2% | -$25.29万 | 减仓 |
| CMDY | ISHARES U S ETF TR | $73.21万 | 0.11% | 13,256 | -356 | -2.6% | -$1.97万 | 减仓 |
| USIG | ISHARES TR | $73.90万 | 0.11% | 14,409 | 75 | 0.5% | $3,847 | 加仓 |
| MCD | MCDONALDS CORP | $75.61万 | 0.11% | 2,797 | -21 | -0.7% | -$5,677 | 减仓 |
| MA | MASTERCARD INCORPORATED | $76.01万 | 0.11% | 1,480 | -348 | -19.0% | -$17.87万 | 减仓 |
| IFRA | ISHARES TR | $76.64万 | 0.11% | 12,157 | -661 | -5.2% | -$4.17万 | 减仓 |
| MINT | PIMCO ETF TR | $77.83万 | 0.11% | 7,720 | 2,714 | 54.2% | $27.36万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $78.24万 | 0.11% | 14,732 | 439 | 3.1% | $2.33万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $78.40万 | 0.11% | 9,486 | -2,185 | -18.7% | -$18.06万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $78.46万 | 0.11% | 15,761 | 6,350 | 67.5% | $31.61万 | 加仓 |
| TACK | CAPITOL SER TR | $78.82万 | 0.11% | 24,920 | 9,146 | 58.0% | $28.93万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $79.06万 | 0.12% | 1,036 | -606 | -36.9% | -$46.25万 | 减仓 |
| EFV | ISHARES TR | $79.37万 | 0.12% | 10,368 | 261 | 2.6% | $2.00万 | 加仓 |
| VDE | VANGUARD WORLD FD | $79.59万 | 0.12% | 5,302 | 70 | 1.3% | $1.05万 | 加仓 |
| XOP | SPDR SERIES TRUST | $80.38万 | 0.12% | 5,211 | 222 | 4.4% | $3.42万 | 加仓 |
| IWM | ISHARES TR | $80.41万 | 0.12% | 2,676 | -3 | -0.1% | -$901 | 减仓 |
| MBB | ISHARES TR | $80.61万 | 0.12% | 8,528 | -1,751 | -17.0% | -$16.55万 | 减仓 |
| KO | COCA COLA CO | $82.56万 | 0.12% | 10,159 | -1,268 | -11.1% | -$10.31万 | 减仓 |
| DIS | DISNEY WALT CO | $83.55万 | 0.12% | 8,680 | -162 | -1.8% | -$1.56万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $84.17万 | 0.12% | 3,367 | 211 | 6.7% | $5.27万 | 加仓 |
| IYH | ISHARES TR | $84.41万 | 0.12% | 12,596 | -45 | -0.4% | -$3,015 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $87.26万 | 0.13% | 9,442 | -783 | -7.7% | -$7.24万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $87.69万 | 0.13% | 84,723 | 33,526 | 65.5% | $34.70万 | 加仓 |
| HSY | HERSHEY CO | $90.99万 | 0.13% | 5,186 | 548 | 11.8% | $9.61万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $91.38万 | 0.13% | 27,286 | 16,417 | 151.0% | $54.98万 | 加仓 |
| AMGN | AMGEN INC | $92.49万 | 0.13% | 2,554 | -64 | -2.4% | -$2.32万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $93.60万 | 0.14% | 5,616 | -38 | -0.7% | -$6,333 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $93.65万 | 0.14% | 926 | 12 | 1.3% | $1.21万 | 加仓 |
| EME | EMCOR GROUP INC | $93.78万 | 0.14% | 1,130 | -163 | -12.6% | -$13.53万 | 减仓 |
| IGM | ISHARES TR | $95.33万 | 0.14% | 5,828 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $95.90万 | 0.14% | 1,025 | 15 | 1.5% | $1.40万 | 加仓 |
| DBJP | DBX ETF TR | $96.56万 | 0.14% | 8,412 | -729 | -8.0% | -$8.37万 | 减仓 |
| ABBV | ABBVIE INC | $97.87万 | 0.14% | 3,889 | 224 | 6.1% | $5.64万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $99.06万 | 0.14% | 2,905 | -126 | -4.2% | -$4.30万 | 减仓 |
| NFLX | NETFLIX INC. | $101.31万 | 0.15% | 14,189 | -1,377 | -8.8% | -$9.83万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $102.18万 | 0.15% | 3,578 | 115 | 3.3% | $3.28万 | 加仓 |
| SDY | SPDR SERIES TRUST | $102.67万 | 0.15% | 6,747 | -517 | -7.1% | -$7.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $106.38万 | 0.15% | 3,783 | 96 | 2.6% | $2.70万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $106.39万 | 0.15% | 25,128 | 3,109 | 14.1% | $13.16万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $106.78万 | 0.16% | 13,922 | 487 | 3.6% | $3.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $107.54万 | 0.16% | 1,566 | 11 | 0.7% | $7,554 | 加仓 |
| IWN | ISHARES TR | $107.81万 | 0.16% | 4,874 | 144 | 3.0% | $3.19万 | 加仓 |
| BILS | SPDR SERIES TRUST | $108.51万 | 0.16% | 10,919 | 5,563 | 103.9% | $55.29万 | 加仓 |
| LASR | NLIGHT INC | $108.52万 | 0.16% | 15,587 | -21,913 | -58.4% | -$152.56万 | 减仓 |
| CSCO | CISCO SYS INC | $108.74万 | 0.16% | 9,258 | -534 | -5.5% | -$6.27万 | 减仓 |
| VLO | VALERO ENERGY CORP | $109.59万 | 0.16% | 4,208 | 81 | 2.0% | $2.11万 | 加仓 |
| ITA | ISHARES TR | $110.62万 | 0.16% | 4,563 | 124 | 2.8% | $3.01万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $112.47万 | 0.16% | 20,877 | -772 | -3.6% | -$4.16万 | 减仓 |
| IYW | ISHARES TR | $116.18万 | 0.17% | 4,606 | -162 | -3.4% | -$4.09万 | 减仓 |
| PFF | ISHARES TR | $118.05万 | 0.17% | 38,716 | -671 | -1.7% | -$2.05万 | 减仓 |
| GLW | CORNING INC | $118.29万 | 0.17% | 4,631 | 252 | 5.8% | $6.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $118.58万 | 0.17% | 6,224 | -1,084 | -14.8% | -$20.65万 | 减仓 |
| VV | VANGUARD INDEX FDS | $119.20万 | 0.17% | 3,466 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $119.47万 | 0.17% | 4,810 | 72 | 1.5% | $1.79万 | 加仓 |
| COWZ | PACER FDS TR | $121.73万 | 0.18% | 19,570 | -1,467 | -7.0% | -$9.12万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $123.16万 | 0.18% | 36,352 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $123.53万 | 0.18% | 10,907 | 473 | 4.5% | $5.36万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $124.81万 | 0.18% | 12,943 | -23 | -0.2% | -$2,218 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $127.33万 | 0.19% | 3,698 | -94 | -2.5% | -$3.24万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $127.89万 | 0.19% | 18,805 | 11,582 | 160.3% | $78.77万 | 加仓 |
| ORCL | ORACLE CORP | $129.77万 | 0.19% | 8,855 | 3,651 | 70.2% | $53.51万 | 加仓 |