LANDAAS & CO /WI /ADV

报告期 2026-03-31 · CIK 0000913990

持仓数

130

前50大市值合计

$426.4M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

23Q1 调仓2022-12-31 → 2023-03-31 · 共 43 项建仓 12增持 20减持 8清仓 3

方向

标的

Δ市值

现股数(环比)

建仓

QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF

+$7.4M

59,604

减持

VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

+$4.4M

342,157 -0%

建仓

TSLA TESLA INC COM

+$3.4M

16,583

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

TFLO ISHARES TR TREAS FLTG RATE BD ETF

增持

IWF ISHARES TR RUSSELL 1000 GROWTH ETF

+$1.3M

17,993 +23%

增持

AAPL APPLE INC COM

+$1.1M

29,432 +1%

增持

IWD ISHARES TR RUSSELL 1000 VALUE ETF

+$792.0K

362,684 +1%

建仓

XLI SELECT SECTOR SPDR TR INDL

+$763.0K

7,540

建仓

FCX FREEPORT-MCMORAN INC CL B

+$627.0K

15,326

增持

MSFT MICROSOFT CORP COM

+$521.0K

9,438 +3%

增持

VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW

+$327.0K

11,712 +1%

清仓

— LINDE PLC SH ISIN#IE00BZ12WP82

-$303.0K

0 -100%

建仓

MOAT VANECK ETF TR MORNINGSTAR WIDE MOAT ETF

+$246.0K

3,330

建仓

QCOM QUALCOMM INC COM

+$228.0K

1,791

建仓

V VISA INC COM CL A

+$213.0K

946

建仓

ADBE ADOBE SYS INC COM

+$212.0K

550

清仓

IBM INTERNATIONAL BUSINESS MACHS CORP COM

-$212.0K

0 -100%

建仓

APH AMPHENOL CORP NEW CL A

+$212.0K

2,600

建仓

FVAL FIDELITY COVINGTON TR VALUE FACTOR ETF

+$209.0K

4,560

清仓

HOG HARLEY DAVIDSON INC COM

-$208.0K

0 -100%

建仓

CMCSA COMCAST CORP NEW CL A

+$203.0K

5,359

增持

AMZN AMAZON COM INC COM

+$165.0K

7,240 +4%

减持

ICLN ISHARES TR GLOBAL CLEAN ENERGY ETF

-$157.0K

23,741 -25%

增持

IDV ISHARES TR INTL SELECT DIVID ETF INDEX FD

+$116.0K

21,922 +22%

建仓

LYFT LYFT INC CL A

+$107.0K

11,516

增持

DIS DISNEY WALT CO DISNEY COM

+$103.0K

7,340 +1%

增持

GOOGL ALPHABET INC CL A

+$99.0K

2,940 +26%

增持

KO COCA COLA CO COM

+$78.0K

6,502 +27%

增持

SPY SPDR S&P 500 ETF TR TR UNIT

+$74.0K

933 +16%

减持

ABT ABBOTT LABS COM

-$68.0K

5,334 -4%

增持

USB US BANCORP DEL COM NEW

+$56.0K

12,729 +40%

减持

ABBV ABBVIE INC COM

-$43.0K

5,037 -4%

减持

INTC INTEL CORP COM

+$41.0K

7,623 -3%

增持

DVY ISHARES TR SELECT DIVID ETF FD

+$40.0K

43,765 +4%

减持

RDOG ALPS ETF TR ALPS REIT SECTOR DIVID DOGS ETF

-$31.0K

6,619 -7%

增持

ILCB ISHARES TR MORNINGSTAR U S EQUITY ETF

+$31.0K

7,969 +0%

增持

SPLV INVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETF

-$25.0K

17,593 +0%

增持

JNJ JOHNSON & JOHNSON COM

+$23.0K

3,038 +20%

增持

JPM JPMORGAN CHASE & CO COM

-$21.0K

4,950 +0%

减持

— EXXON MOBIL CORP COM

-$20.0K

4,349 -4%

增持

DSI ISHARES TR MSCI KLD 400 SOCIAL ETF

+$20.0K

3,047 +0%

减持

VTEB VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF

+$14.0K

15,623 -1%

增持

PEP PEPSICO INC COM

+$4.0K

2,169 +0%