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 |
|---|---|---|---|---|---|---|---|---|
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -8,465 | -100.0% | -$34.05万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,470 | -100.0% | -$28.60万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -569 | -100.0% | -$26.23万 | 清仓 |
| — | PIMCO HIGH INCOME FD | $0 | 0.00% | 0 | -55,436 | -100.0% | -$25.67万 | 清仓 |
| CAIE | CALAMOS ETF TR | $0 | 0.00% | 0 | -10,050 | -100.0% | -$25.27万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -5,319 | -100.0% | -$24.45万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -737 | -100.0% | -$23.79万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -999 | -100.0% | -$22.58万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,156 | -100.0% | -$22.31万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,987 | -100.0% | -$21.49万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,288 | -100.0% | -$21.21万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -3,016 | -100.0% | -$20.85万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -490 | -100.0% | -$20.84万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -2,675 | -100.0% | -$20.72万 | 清仓 |
| — | WESTERN ASSET HIGH INCOME OP | $0 | 0.00% | 0 | -10,913 | -100.0% | -$3.96万 | 清仓 |
| — | SANDISK CORP | $1.21万 | 0.00% | 2 | 2 | — | $1.21万 | 新建仓 |
| — | ADOBE INC | $1.53万 | 0.00% | 5 | 5 | — | $1.53万 | 新建仓 |
| — | NVIDIA CORPORATION | $2.48万 | 0.00% | 30 | 30 | — | $2.48万 | 新建仓 |
| — | META PLATFORMS INC | $3.09万 | 0.00% | 43 | 43 | — | $3.09万 | 新建仓 |
| BBD | BANCO BRADESCO S A | $4.23万 | 0.01% | 12,194 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $5.21万 | 0.01% | 10,291 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP | $5.21万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $6.49万 | 0.01% | 11,042 | 0 | 0.0% | — | 不变 |
| — | FTC SOLAR INC | $8.13万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $11.42万 | 0.02% | 30,300 | 610 | 2.1% | $2,300 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.58万 | 0.02% | 12,084 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC | $14.64万 | 0.02% | 15,540 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $15.62万 | 0.02% | 14,011 | -11,350 | -44.8% | -$12.66万 | 减仓 |
| SRI | STONERIDGE INC | $16.47万 | 0.02% | 22,500 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $17.61万 | 0.03% | 11,180 | 110 | 1.0% | $1,732 | 加仓 |
| — | NN INC | $17.95万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $19.33万 | 0.03% | 31,850 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $20.07万 | 0.03% | 608 | 608 | — | $20.07万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $20.20万 | 0.03% | 8,192 | -78 | -0.9% | -$1,923 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.23万 | 0.03% | 951 | -99 | -9.4% | -$2.11万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $20.35万 | 0.03% | 363 | -113 | -23.7% | -$6.33万 | 减仓 |
| ATI | ATI INC | $20.36万 | 0.03% | 1,033 | 1,033 | — | $20.36万 | 新建仓 |
| TER | TERADYNE INC | $20.37万 | 0.03% | 421 | 421 | — | $20.37万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $20.47万 | 0.03% | 2,014 | -2,186 | -52.0% | -$22.22万 | 重新持有 |
| MS | MORGAN STANLEY | $20.51万 | 0.03% | 981 | -223 | -18.5% | -$4.66万 | 重新持有 |
| XBI | SPDR SERIES TRUST | $20.73万 | 0.03% | 1,310 | 1,310 | — | $20.73万 | 新建仓 |
| CME | CME GROUP INC | $21.02万 | 0.03% | 952 | -792 | -45.4% | -$17.49万 | 减仓 |
| LIN | LINDE PLC | $21.08万 | 0.03% | 406 | -20 | -4.7% | -$1.04万 | 减仓 |
| AMCR | AMCOR PLC | $21.25万 | 0.03% | 4,902 | 4,902 | — | $21.25万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $21.35万 | 0.03% | 576 | 576 | — | $21.35万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $21.38万 | 0.03% | 4,157 | 4,157 | — | $21.38万 | 新建仓 |
| FLEX | FLEX LTD | $21.52万 | 0.03% | 1,328 | 1,328 | — | $21.52万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.77万 | 0.03% | 580 | -378 | -39.5% | -$14.19万 | 重新持有 |
| PCY | INVESCO EXCH TRADED FD TR II | $21.83万 | 0.03% | 10,083 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $21.87万 | 0.03% | 3,173 | -24 | -0.8% | -$1,654 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.92万 | 0.03% | 1,500 | -287 | -16.1% | -$4.19万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $21.93万 | 0.03% | 1,736 | -297 | -14.6% | -$3.75万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $21.94万 | 0.03% | 276 | 276 | — | $21.94万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $21.98万 | 0.03% | 2,002 | -265 | -11.7% | -$2.91万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $22.26万 | 0.03% | 437 | 4 | 0.9% | $2,037 | 加仓 |
| SPHY | SPDR SERIES TRUST | $22.34万 | 0.03% | 9,531 | -3,621 | -27.5% | -$8.49万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $22.40万 | 0.03% | 811 | 811 | — | $22.40万 | 新建仓 |
| IONQ | IONQ INC | $22.59万 | 0.03% | 4,242 | 4,242 | — | $22.59万 | 新建仓 |
| DE | DEERE & CO | $22.84万 | 0.03% | 360 | -11 | -3.0% | -$6,978 | 减仓 |
| F | FORD MTR CO | $22.88万 | 0.03% | 16,459 | 235 | 1.4% | $3,267 | 加仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $22.89万 | 0.03% | 878 | 878 | — | $22.89万 | 新建仓 |
| TGT | TARGET CORP | $22.92万 | 0.03% | 1,755 | -6 | -0.3% | -$783 | 减仓 |
| HAS | HASBRO INC | $23.01万 | 0.03% | 2,786 | 42 | 1.5% | $3,469 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $23.06万 | 0.03% | 726 | 726 | — | $23.06万 | 新建仓 |
| IOO | ISHARES TR | $23.06万 | 0.03% | 1,688 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $23.07万 | 0.03% | 1,245 | 1,245 | — | $23.07万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.08万 | 0.03% | 9,812 | -412 | -4.0% | -$9,690 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $23.37万 | 0.03% | 698 | 698 | — | $23.37万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.43万 | 0.03% | 799 | 6 | 0.8% | $1,759 | 加仓 |
| EES | WISDOMTREE TR | $23.98万 | 0.03% | 3,537 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $24.21万 | 0.04% | 3,652 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $24.25万 | 0.04% | 4,535 | -544 | -10.7% | -$2.91万 | 减仓 |
| TOPT | ISHARES TR | $24.31万 | 0.04% | 7,385 | 1 | 0.0% | $33 | 加仓 |
| MLRG | ISHARES TR | $24.36万 | 0.04% | 2,351 | 66 | 2.9% | $6,840 | 加仓 |
| JNK | SPDR SERIES TRUST | $24.38万 | 0.04% | 2,530 | -1,203 | -32.2% | -$11.59万 | 减仓 |
| URA | GLOBAL X FDS | $24.51万 | 0.04% | 5,609 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $24.68万 | 0.04% | 2,386 | -474 | -16.6% | -$4.90万 | 重新持有 |
| CRM | SALESFORCE INC | $24.69万 | 0.04% | 1,576 | -384 | -19.6% | -$6.02万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $24.72万 | 0.04% | 573 | 573 | — | $24.72万 | 新建仓 |
| IHI | ISHARES TR | $24.75万 | 0.04% | 5,010 | -838 | -14.3% | -$4.14万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $24.90万 | 0.04% | 2,483 | -346 | -12.2% | -$3.47万 | 重新持有 |
| IXJ | ISHARES TR | $24.94万 | 0.04% | 2,535 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $24.94万 | 0.04% | 645 | -251 | -28.0% | -$9.71万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $25.02万 | 0.04% | 4,071 | 4,071 | — | $25.02万 | 新建仓 |
| GM | GENERAL MTRS CO | $25.07万 | 0.04% | 3,253 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $25.08万 | 0.04% | 726 | 726 | — | $25.08万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $25.20万 | 0.04% | 4,115 | -422 | -9.3% | -$2.58万 | 减仓 |
| EMB | ISHARES TR | $25.36万 | 0.04% | 2,630 | -270 | -9.3% | -$2.60万 | 减仓 |
| HEFA | ISHARES TR | $25.41万 | 0.04% | 5,415 | 0 | 0.0% | — | 不变 |
| SHYD | VANECK ETF TRUST | $25.55万 | 0.04% | 11,156 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $25.59万 | 0.04% | 12,758 | -106 | -0.8% | -$2,126 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $25.80万 | 0.04% | 5,095 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $25.87万 | 0.04% | 2,679 | 1 | 0.0% | $97 | 加仓 |
| DAL | DELTA AIR LINES INC | $25.88万 | 0.04% | 2,763 | 2,763 | — | $25.88万 | 新建仓 |
| IBB | ISHARES TR | $26.61万 | 0.04% | 1,399 | -250 | -15.2% | -$4.75万 | 减仓 |
| SUSA | ISHARES TR | $26.89万 | 0.04% | 1,743 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $26.97万 | 0.04% | 3,346 | 3,346 | — | $26.97万 | 新建仓 |
| ACWX | ISHARES TR | $27.03万 | 0.04% | 3,552 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $27.31万 | 0.04% | 1,778 | 1,778 | — | $27.31万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.32万 | 0.04% | 545 | -38 | -6.5% | -$1.91万 | 减仓 |