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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $130.34万 | 0.19% | 4,320 | -100 | -2.3% | -$3.02万 | 减仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $130.83万 | 0.19% | 51,936 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $131.52万 | 0.19% | 18,394 | -1,098 | -5.6% | -$7.85万 | 减仓 |
| VPU | VANGUARD WORLD FD | $131.89万 | 0.19% | 6,739 | -388 | -5.4% | -$7.59万 | 减仓 |
| — | ETF SER SOLUTIONS | $132.78万 | 0.19% | 35,119 | 18,687 | 113.7% | $70.65万 | 加仓 |
| INTC | INTEL CORP | $134.37万 | 0.20% | 9,623 | -208 | -2.1% | -$2.90万 | 减仓 |
| CORP | PIMCO ETF TR | $136.35万 | 0.20% | 14,071 | 15 | 0.1% | $1,453 | 加仓 |
| CALF | PACER FDS TR | $136.66万 | 0.20% | 27,002 | -1,563 | -5.5% | -$7.91万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $138.38万 | 0.20% | 3,784 | -144 | -3.7% | -$5.27万 | 减仓 |
| TXUE | THORNBURG ETF TR | $139.00万 | 0.20% | 40,268 | 22,477 | 126.3% | $77.59万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $141.49万 | 0.21% | 20,643 | 7,802 | 60.8% | $53.48万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $141.59万 | 0.21% | 8,287 | 8,287 | — | $141.59万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $143.68万 | 0.21% | 6,447 | -203 | -3.1% | -$4.52万 | 减仓 |
| MRK | MERCK & CO INC | $149.39万 | 0.22% | 11,626 | -250 | -2.1% | -$3.21万 | 减仓 |
| IAU | ISHARES GOLD TR | $153.01万 | 0.22% | 20,263 | 155 | 0.8% | $1.17万 | 加仓 |
| CB | CHUBB LIMITED | $155.20万 | 0.23% | 4,555 | -69 | -1.5% | -$2.35万 | 减仓 |
| HD | HOME DEPOT INC | $155.20万 | 0.23% | 4,401 | -90 | -2.0% | -$3.17万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $159.38万 | 0.23% | 3,474 | -418 | -10.7% | -$19.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $166.25万 | 0.24% | 14,250 | 1,201 | 9.2% | $14.01万 | 加仓 |
| VHT | VANGUARD WORLD FD | $169.22万 | 0.25% | 5,659 | -840 | -12.9% | -$25.12万 | 减仓 |
| AEHR | AEHR TEST SYS | $169.74万 | 0.25% | 17,670 | -21,000 | -54.3% | -$201.73万 | 减仓 |
| HEDJ | WISDOMTREE TR | $176.11万 | 0.26% | 30,896 | -1,038 | -3.3% | -$5.92万 | 减仓 |
| SMH | VANECK ETF TRUST | $184.63万 | 0.27% | 2,815 | -270 | -8.8% | -$17.71万 | 减仓 |
| IWP | ISHARES TR | $185.36万 | 0.27% | 12,660 | -1,626 | -11.4% | -$23.81万 | 减仓 |
| AMAT | APPLIED MATLS INC | $189.43万 | 0.28% | 2,620 | -41 | -1.5% | -$2.96万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $190.46万 | 0.28% | 15,987 | 270 | 1.7% | $3.22万 | 加仓 |
| SHY | ISHARES TR | $191.37万 | 0.28% | 23,306 | -3,781 | -14.0% | -$31.05万 | 减仓 |
| MUB | ISHARES TR | $191.85万 | 0.28% | 17,827 | 1,429 | 8.7% | $15.38万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $196.88万 | 0.29% | 26,678 | 13,076 | 96.1% | $96.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $198.31万 | 0.29% | 62,537 | 8,057 | 14.8% | $25.55万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $198.46万 | 0.29% | 26,476 | -1,180 | -4.3% | -$8.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $203.71万 | 0.30% | 4,071 | -290 | -6.6% | -$14.51万 | 减仓 |
| V | VISA INC | $208.47万 | 0.30% | 6,076 | -301 | -4.7% | -$10.33万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $209.52万 | 0.31% | 25,816 | -928 | -3.5% | -$7.53万 | 减仓 |
| ARTY | ISHARES TR | $209.78万 | 0.31% | 27,544 | 1,679 | 6.5% | $12.79万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $210.76万 | 0.31% | 38,196 | -10,549 | -21.6% | -$58.21万 | 减仓 |
| BAC | BANK OF AMER CORP | $221.59万 | 0.32% | 38,890 | 407 | 1.1% | $2.32万 | 加仓 |
| CAT | CATERPILLAR INC | $222.89万 | 0.32% | 2,093 | -92 | -4.2% | -$9.80万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $232.22万 | 0.34% | 9,557 | -1,168 | -10.9% | -$28.38万 | 减仓 |
| IEI | ISHARES TR | $233.79万 | 0.34% | 19,905 | -4,662 | -19.0% | -$54.76万 | 减仓 |
| DGRW | WISDOMTREE TR | $236.02万 | 0.34% | 24,683 | 1,017 | 4.3% | $9.72万 | 加仓 |
| IWS | ISHARES TR | $236.02万 | 0.34% | 14,339 | 161 | 1.1% | $2.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $241.47万 | 0.35% | 11,080 | -74 | -0.7% | -$1.61万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $243.80万 | 0.36% | 95,834 | 15,665 | 19.5% | $39.85万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $243.85万 | 0.36% | 7,961 | 28 | 0.4% | $8,577 | 加仓 |
| HYD | VANECK ETF TRUST | $247.45万 | 0.36% | 48,040 | 7,845 | 19.5% | $40.41万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $251.18万 | 0.37% | 27,956 | -13 | -0.0% | -$1,168 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $251.83万 | 0.37% | 49,631 | 39,673 | 398.4% | $201.30万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $255.82万 | 0.37% | 5,357 | -327 | -5.8% | -$15.62万 | 减仓 |
| AGG | ISHARES TR | $278.05万 | 0.41% | 28,091 | -944 | -3.3% | -$9.34万 | 减仓 |
| IJH | ISHARES TR | $284.07万 | 0.41% | 36,839 | -312 | -0.8% | -$2.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $285.40万 | 0.42% | 4,913 | 409 | 9.1% | $23.76万 | 加仓 |
| AVGO | BROADCOM INC | $291.17万 | 0.42% | 7,708 | -416 | -5.1% | -$15.71万 | 减仓 |
| HYG | ISHARES TR | $303.42万 | 0.44% | 37,942 | -247 | -0.6% | -$1.98万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $305.43万 | 0.44% | 2,646 | 519 | 24.4% | $59.91万 | 加仓 |
| IEMG | ISHARES INC | $321.74万 | 0.47% | 38,838 | -5,557 | -12.5% | -$46.03万 | 减仓 |
| CVX | CHEVRON CORPORATION | $346.93万 | 0.51% | 20,929 | 614 | 3.0% | $10.18万 | 加仓 |
| — | EXXON MOBIL CORP | $365.80万 | 0.53% | 26,756 | -1,756 | -6.2% | -$24.01万 | 减仓 |
| IJR | ISHARES TR | $373.77万 | 0.54% | 25,202 | -1,203 | -4.6% | -$17.84万 | 减仓 |
| VO | VANGUARD INDEX FDS | $379.86万 | 0.55% | 47,147 | 1,067 | 2.3% | $8.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $402.24万 | 0.59% | 45,772 | -12,703 | -21.7% | -$111.63万 | 减仓 |
| ITOT | ISHARES TR | $423.17万 | 0.62% | 25,761 | 10,685 | 70.9% | $175.52万 | 加仓 |
| RUNN | STRATEGIC TRUST | $453.17万 | 0.66% | 139,884 | 37,397 | 36.5% | $121.15万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $467.22万 | 0.68% | 18,396 | -13 | -0.1% | -$3,302 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $477.73万 | 0.70% | 104,421 | 26,839 | 34.6% | $122.79万 | 加仓 |
| LLY | ELI LILLY & CO | $484.96万 | 0.71% | 4,043 | 147 | 3.8% | $17.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $486.52万 | 0.71% | 13,148 | 321 | 2.5% | $11.88万 | 加仓 |
| IHDG | WISDOMTREE TR | $490.83万 | 0.71% | 93,706 | -13,079 | -12.2% | -$68.51万 | 减仓 |
| VB | VANGUARD INDEX FDS | $519.49万 | 0.76% | 17,138 | -246 | -1.4% | -$7.46万 | 减仓 |
| DVY | ISHARES TR | $531.52万 | 0.77% | 34,007 | -575 | -1.7% | -$8.99万 | 减仓 |
| GLD | SPDR GOLD TR | $536.73万 | 0.78% | 14,570 | -1,095 | -7.0% | -$40.34万 | 减仓 |
| SOXX | ISHARES TR | $610.06万 | 0.89% | 9,521 | -705 | -6.9% | -$45.17万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $611.45万 | 0.89% | 71,523 | 2,273 | 3.3% | $19.43万 | 加仓 |
| META | META PLATFORMS INC | $686.65万 | 1.00% | 12,190 | -2,476 | -16.9% | -$139.47万 | 减仓 |
| GRNY | TIDAL TRUST I | $718.30万 | 1.05% | 259,782 | 86,555 | 50.0% | $239.32万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $767.53万 | 1.12% | 151,745 | 9,371 | 6.6% | $47.40万 | 加仓 |
| TSLA | TESLA INC | $773.40万 | 1.13% | 18,388 | 891 | 5.1% | $37.48万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $781.07万 | 1.14% | 106,399 | -7,114 | -6.3% | -$52.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $804.70万 | 1.17% | 10,928 | -23 | -0.2% | -$1.69万 | 减仓 |
| IEF | ISHARES TR | $879.19万 | 1.28% | 92,967 | -2,146 | -2.3% | -$20.29万 | 减仓 |
| IVV | ISHARES TR | $881.14万 | 1.28% | 11,766 | -236 | -2.0% | -$17.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $943.17万 | 1.37% | 12,630 | -332 | -2.6% | -$24.79万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $992.84万 | 1.45% | 62,826 | -2,210 | -3.4% | -$34.92万 | 减仓 |
| GOOG | ALPHABET INC | $1,035.27万 | 1.51% | 29,300 | 659 | 2.3% | $23.28万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,041.71万 | 1.52% | 303,972 | 82,574 | 37.3% | $282.98万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,105.14万 | 1.61% | 46,705 | -1,345 | -2.8% | -$31.83万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,112.86万 | 1.62% | 183,066 | -17,448 | -8.7% | -$106.07万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,233.68万 | 1.80% | 103,220 | 212 | 0.2% | $2.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,249.96万 | 1.82% | 33,509 | -167 | -0.5% | -$6.23万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,292.78万 | 1.88% | 282,884 | 54,545 | 23.9% | $249.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,342.15万 | 1.96% | 41,003 | 1,831 | 4.7% | $59.93万 | 加仓 |
| HEGD | LISTED FDS TR | $1,681.50万 | 2.45% | 630,722 | 142,243 | 29.1% | $379.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,861.29万 | 2.71% | 216,078 | -14,292 | -6.2% | -$123.11万 | 减仓 |
| AMZN | AMAZON COM INC | $1,908.77万 | 2.78% | 80,086 | 307 | 0.4% | $7.32万 | 加仓 |
| GOOGL | ALPHABET INC | $2,095.28万 | 3.05% | 58,631 | 1,493 | 2.6% | $53.35万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,812.66万 | 4.10% | 179,208 | 34,470 | 23.8% | $541.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,828.78万 | 4.12% | 141,376 | -3,025 | -2.1% | -$60.53万 | 减仓 |
| AAPL | APPLE INC | $4,857.26万 | 7.08% | 167,862 | 271 | 0.2% | $7.84万 | 加仓 |