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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,253.28万 | 7.14% | 167,591 | 4,560 | 2.8% | $115.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,518.36万 | 4.23% | 144,401 | -4,773 | -3.2% | -$83.24万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,002.01万 | 3.36% | 144,738 | 68,990 | 91.1% | $954.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,677.06万 | 2.82% | 38,395 | -6,668 | -14.8% | -$291.25万 | 减仓 |
| AMZN | AMAZON COM INC | $1,661.56万 | 2.79% | 79,779 | 2,472 | 3.2% | $51.48万 | 加仓 |
| GOOGL | ALPHABET INC | $1,643.06万 | 2.76% | 57,138 | 639 | 1.1% | $18.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,246.59万 | 2.09% | 33,676 | 1,490 | 4.6% | $55.16万 | 加仓 |
| HEGD | LISTED FDS TR | $1,206.54万 | 2.03% | 488,479 | 265,389 | 119.0% | $655.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,152.28万 | 1.93% | 39,172 | 3,345 | 9.3% | $98.40万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,134.51万 | 1.91% | 200,514 | -61,375 | -23.4% | -$347.26万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,033.36万 | 1.74% | 48,050 | 2,166 | 4.7% | $46.58万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,024.10万 | 1.72% | 228,339 | 117,879 | 106.7% | $528.69万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $963.18万 | 1.62% | 65,036 | -5,706 | -8.1% | -$84.51万 | 减仓 |
| IEF | ISHARES TR | $907.76万 | 1.52% | 95,113 | -30,027 | -24.0% | -$286.58万 | 减仓 |
| VGT | VANGUARD WORLD FD | $898.35万 | 1.51% | 12,876 | 273 | 2.2% | $19.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $842.97万 | 1.42% | 12,962 | -379 | -2.8% | -$24.65万 | 减仓 |
| META | META PLATFORMS INC | $839.08万 | 1.41% | 14,666 | 4,060 | 38.3% | $232.28万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $835.91万 | 1.40% | 113,513 | -1,551 | -1.3% | -$11.42万 | 减仓 |
| GOOG | ALPHABET INC | $821.60万 | 1.38% | 28,641 | 355 | 1.3% | $10.18万 | 加仓 |
| IVV | ISHARES TR | $783.96万 | 1.32% | 12,002 | -28 | -0.2% | -$1.83万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $740.91万 | 1.24% | 221,398 | 121,163 | 120.9% | $405.47万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $710.30万 | 1.19% | 142,374 | 12,932 | 10.0% | $64.52万 | 加仓 |
| GLD | SPDR GOLD TR | $674.05万 | 1.13% | 15,665 | -319 | -2.0% | -$13.73万 | 减仓 |
| TSLA | TESLA INC | $650.45万 | 1.09% | 17,497 | 1,025 | 6.2% | $38.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $632.04万 | 1.06% | 10,951 | -465 | -4.1% | -$26.84万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $533.99万 | 0.90% | 69,250 | -309 | -0.4% | -$2.38万 | 减仓 |
| DVY | ISHARES TR | $523.61万 | 0.88% | 34,582 | -81 | -0.2% | -$1.23万 | 减仓 |
| IHDG | WISDOMTREE TR | $514.17万 | 0.86% | 106,785 | -46,754 | -30.5% | -$225.12万 | 减仓 |
| — | EXXON MOBIL CORP | $483.73万 | 0.81% | 28,512 | -8,722 | -23.4% | -$147.98万 | 减仓 |
| VB | VANGUARD INDEX FDS | $455.33万 | 0.76% | 17,384 | 130 | 0.8% | $3.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $449.98万 | 0.76% | 18,409 | -1,465 | -7.4% | -$35.81万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $447.57万 | 0.75% | 58,475 | -29,271 | -33.4% | -$224.04万 | 减仓 |
| CVX | CHEVRON CORPORATION | $420.31万 | 0.71% | 20,315 | 661 | 3.4% | $13.68万 | 加仓 |
| GRNY | TIDAL TRUST I | $413.49万 | 0.69% | 173,227 | 100,388 | 137.8% | $239.63万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $411.52万 | 0.69% | 12,827 | 228 | 1.8% | $7.31万 | 加仓 |
| LLY | ELI LILLY & CO | $358.36万 | 0.60% | 3,896 | 104 | 2.7% | $9.57万 | 加仓 |
| SOXX | ISHARES TR | $336.08万 | 0.56% | 10,226 | 26 | 0.3% | $8,545 | 加仓 |
| VO | VANGUARD INDEX FDS | $330.83万 | 0.56% | 11,520 | -738 | -6.0% | -$21.19万 | 减仓 |
| RUNN | STRATEGIC TRUST | $330.11万 | 0.55% | 102,487 | 55,917 | 120.1% | $180.11万 | 加仓 |
| IJR | ISHARES TR | $328.25万 | 0.55% | 26,405 | -2,258 | -7.9% | -$28.07万 | 减仓 |
| IEMG | ISHARES INC | $309.66万 | 0.52% | 44,395 | -9,473 | -17.6% | -$66.07万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $306.30万 | 0.51% | 77,582 | 41,031 | 112.3% | $161.99万 | 加仓 |
| HYG | ISHARES TR | $303.83万 | 0.51% | 38,189 | -384 | -1.0% | -$3.06万 | 减仓 |
| IEI | ISHARES TR | $291.37万 | 0.49% | 24,567 | -2,238 | -8.3% | -$26.54万 | 减仓 |
| AGG | ISHARES TR | $288.23万 | 0.48% | 29,035 | -188 | -0.6% | -$1.87万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $269.83万 | 0.45% | 48,745 | -24,749 | -33.7% | -$137.00万 | 减仓 |
| AVGO | BROADCOM INC | $251.45万 | 0.42% | 8,124 | 1,107 | 15.8% | $34.26万 | 加仓 |
| IJH | ISHARES TR | $250.88万 | 0.42% | 37,151 | -6,721 | -15.3% | -$45.39万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $233.00万 | 0.39% | 10,725 | -3,942 | -26.9% | -$85.64万 | 减仓 |
| SHY | ISHARES TR | $223.66万 | 0.38% | 27,087 | 2,075 | 8.3% | $17.13万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $218.84万 | 0.37% | 11,154 | -456 | -3.9% | -$8.95万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $216.49万 | 0.36% | 26,744 | 1,147 | 4.5% | $9.28万 | 加仓 |
| ITOT | ISHARES TR | $214.73万 | 0.36% | 15,076 | 9,655 | 178.1% | $137.52万 | 加仓 |
| LASR | NLIGHT INC | $213.82万 | 0.36% | 37,500 | 37,500 | — | $213.82万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $208.98万 | 0.35% | 4,361 | -373 | -7.9% | -$17.87万 | 减仓 |
| DGRW | WISDOMTREE TR | $207.88万 | 0.35% | 23,666 | 2,502 | 11.8% | $21.98万 | 加仓 |
| IWS | ISHARES TR | $206.63万 | 0.35% | 14,178 | -712 | -4.8% | -$10.38万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $204.16万 | 0.34% | 7,933 | -154 | -1.9% | -$3.96万 | 减仓 |
| HYD | VANECK ETF TRUST | $201.54万 | 0.34% | 40,195 | 10,147 | 33.8% | $50.88万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $198.82万 | 0.33% | 80,169 | 6,778 | 9.2% | $16.81万 | 加仓 |
| V | VISA INC | $192.74万 | 0.32% | 6,377 | -318 | -4.7% | -$9.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $192.10万 | 0.32% | 5,684 | 19 | 0.3% | $6,422 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $190.88万 | 0.32% | 13,049 | 2,897 | 28.5% | $42.38万 | 加仓 |
| BAC | BANK AMERICA CORP | $187.60万 | 0.32% | 38,483 | 2,544 | 7.1% | $12.40万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $185.63万 | 0.31% | 27,656 | -7,110 | -20.5% | -$47.72万 | 减仓 |
| IWP | ISHARES TR | $183.03万 | 0.31% | 14,286 | -8,086 | -36.1% | -$103.60万 | 减仓 |
| IAU | ISHARES GOLD TR | $177.27万 | 0.30% | 20,108 | -1,018 | -4.8% | -$8.97万 | 减仓 |
| VHT | VANGUARD WORLD FD | $176.98万 | 0.30% | 6,499 | 519 | 8.7% | $14.13万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $175.31万 | 0.29% | 27,969 | 1,066 | 4.0% | $6.68万 | 加仓 |
| MUB | ISHARES TR | $174.07万 | 0.29% | 16,398 | 2,093 | 14.6% | $22.22万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $172.95万 | 0.29% | 3,892 | 309 | 8.6% | $13.73万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $167.14万 | 0.28% | 54,480 | 24,886 | 84.1% | $76.35万 | 加仓 |
| HEDJ | WISDOMTREE TR | $167.02万 | 0.28% | 31,934 | -969 | -2.9% | -$5.07万 | 减仓 |
| CAT | CATERPILLAR INC | $154.80万 | 0.26% | 2,185 | -99 | -4.3% | -$7.01万 | 减仓 |
| WM | WASTE MGMT INC DEL | $152.80万 | 0.26% | 6,650 | -235 | -3.4% | -$5.40万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $151.86万 | 0.26% | 15,717 | -365 | -2.3% | -$3.53万 | 减仓 |
| CB | CHUBB LTD SWITZ | $150.73万 | 0.25% | 4,624 | -15 | -0.3% | -$4,889 | 减仓 |
| NFLX | NETFLIX INC. | $149.67万 | 0.25% | 15,566 | 497 | 3.3% | $4.78万 | 加仓 |
| HD | HOME DEPOT INC | $147.72万 | 0.25% | 4,491 | 43 | 1.0% | $1.41万 | 加仓 |
| AEHR | AEHR TEST SYS | $143.39万 | 0.24% | 38,670 | 38,670 | — | $143.39万 | 新建仓 |
| MRK | MERCK & CO INC | $142.85万 | 0.24% | 11,876 | 1,821 | 18.1% | $21.90万 | 加仓 |
| VPU | VANGUARD WORLD FD | $141.21万 | 0.24% | 7,127 | 347 | 5.1% | $6.88万 | 加仓 |
| CORP | PIMCO ETF TR | $136.06万 | 0.23% | 14,056 | -1,524 | -9.8% | -$14.75万 | 减仓 |
| WPC | WP CAREY INC | $132.47万 | 0.22% | 19,492 | -4,534 | -18.9% | -$30.81万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $132.31万 | 0.22% | 4,738 | 13 | 0.3% | $3,630 | 加仓 |
| COWZ | PACER FDS TR | $131.61万 | 0.22% | 21,037 | -1,407 | -6.3% | -$8.80万 | 减仓 |
| WMT | WALMART INC | $129.67万 | 0.22% | 10,434 | 503 | 5.1% | $6.25万 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $129.09万 | 0.22% | 51,936 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $128.17万 | 0.22% | 28,565 | -7,661 | -21.1% | -$34.38万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $121.55万 | 0.20% | 3,792 | -54 | -1.4% | -$1.73万 | 减仓 |
| ARTY | ISHARES TR | $120.35万 | 0.20% | 25,865 | 3,374 | 15.0% | $15.70万 | 加仓 |
| PFF | ISHARES TR | $119.42万 | 0.20% | 39,387 | 1,187 | 3.1% | $3.60万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $118.72万 | 0.20% | 3,928 | -414 | -9.5% | -$12.51万 | 减仓 |
| SMH | VANECK ETF TRUST | $118.28万 | 0.20% | 3,085 | -92 | -2.9% | -$3.53万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $115.01万 | 0.19% | 12,966 | 1,697 | 15.1% | $15.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $110.54万 | 0.19% | 22,019 | 1,788 | 8.8% | $8.98万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $109.49万 | 0.18% | 36,352 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $106.01万 | 0.18% | 7,264 | -121 | -1.6% | -$1.77万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $103.69万 | 0.17% | 13,435 | -556 | -4.0% | -$4.29万 | 减仓 |
| VV | VANGUARD INDEX FDS | $103.58万 | 0.17% | 3,466 | 0 | 0.0% | — | 不变 |