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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 68 项建仓 11增持 37减持 16清仓 4

方向

标的

Δ市值

现股数(环比)

增持

QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF

+$10.5M

240,587 +22%

增持

VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

+$9.4M

363,900 +1%

增持

IWD ISHARES TR RUSSELL 1000 VALUE ETF

+$6.0M

361,108

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。

增持

GARP ISHARES TR FACTORS US GROWTH STYLE ETF

+$3.5M

135,932 +85%

增持

TFLO ISHARES TR TREAS FLTG RATE BD ETF

+$2.3M

730,576 +6%

增持

IWF ISHARES TR RUSSELL 1000 GROWTH ETF

+$745.0K

19,842 +1%

增持

VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW

+$738.0K

13,557 +2%

增持

MSFT MICROSOFT CORP COM

+$485.0K

10,037 +1%

建仓

FTEC FIDELITY COVINGTON TR MSCI INFORMATION TECHNOLOGY INDEX ETF

+$327.0K

2,100

建仓

PNSTQ PINSTRIPES HLDGS INC CL A

+$288.0K

88,595

增持

AMZN AMAZON COM INC COM

+$287.0K

7,556 +7%

建仓

ITA ISHARES TR US AEROSPACE & DEFENSE ETF

+$277.0K

2,100

建仓

IJH ISHARES TR CORE S&P MID-CAP ETF

+$274.0K

4,516

清仓

— WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211

-$268.0K

0 -100%

增持

DVY ISHARES TR SELECT DIVID ETF FD

+$248.0K

37,502 +1%

建仓

IVV ISHARES TR CORE S&P 500 ETF

+$242.0K

460

增持

TSLA TESLA INC COM

-$232.0K

11,738 +27%

建仓

VZ VERIZON COMMUNICATIONS INC COM

+$231.0K

5,498

建仓

HOG HARLEY DAVIDSON INC COM

+$230.0K

5,263

清仓

IYR ISHARES TR US REAL ESTATE ETF

-$222.0K

0 -100%

建仓

MA MASTERCARD INC CL A

+$220.0K

457

建仓

LOW LOWES COS INC COM

+$214.0K

842

清仓

NKE NIKE INC CL B

-$213.0K

0 -100%

建仓

GOOG ALPHABET INC CAP STK CL C

+$211.0K

1,389

建仓

WMT WALMART INC COM

+$209.0K

3,474

增持

IWB ISHARES TR RUSSELL 1000 ETF

+$201.0K

6,975 +1%

减持

DIS DISNEY WALT CO DISNEY COM

+$185.0K

6,232 -3%

清仓

LYFT LYFT INC CL A

-$153.0K

0 -100%

增持

JPM JPMORGAN CHASE & CO COM

+$140.0K

4,852 +0%

增持

MRK MERCK & CO INC NEW COM

+$125.0K

2,513 +33%

增持

PG PROCTER & GAMBLE CO COM

+$107.0K

6,717 +0%

减持

MCD MCDONALDS CORP COM

-$104.0K

3,278 -5%

增持

CAT CATERPILLAR INS COM

+$95.0K

1,307 +1%

减持

FISV FISERV INC COM

+$89.0K

6,313 -9%

减持

MKC MCCORMICK & CO INC COM NON VTG

-$86.0K

3,150 -34%

减持

ABT ABBOTT LABS COM

-$82.0K

4,923 -15%

增持

FCX FREEPORT-MCMORAN INC CL B

+$72.0K

15,389 +0%

增持

USB US BANCORP DEL COM NEW

+$70.0K

14,171 +10%

增持

COST COSTCO WHOLESALE CORP NEW COM

+$63.0K

505 +9%

增持

— EXXON MOBIL CORP COM

+$54.0K

3,121 +1%

增持

RWL INVESCO EXCHANGE-TRADED FD TR II INVESCO S&P 500 REVENUE ETF

+$54.0K

3,388 +10%

减持

ICLN ISHARES TR GLOBAL CLEAN ENERGY ETF

-$49.0K

19,712 -6%

增持

AAPL APPLE INC COM

-$47.0K

30,109 +11%

增持

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

+$47.0K

14,081 +0%

减持

— EATON CORPORATION PLC SHS ISIN#IE00B8KQN827

+$46.0K

1,486 -15%

增持

INTC INTEL CORP COM

-$46.0K

7,795 +0%

增持

IBM INTERNATIONAL BUSINESS MACHS CORP COM

+$44.0K

1,515 +1%

增持

MGEE MGE ENERGY INC COM

+$44.0K

3,466 +9%

减持

PGX INVESCO EXCHANGE-TRADED FD TR II PFD ETF

-$44.0K

28,987 -14%

增持

ILCB ISHARES TR MORNINGSTAR U S EQUITY ETF

+$42.0K

6,253 +0%

减持

VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF

+$42.0K

1,492 -2%

增持

GOOGL ALPHABET INC CL A

+$38.0K

2,881 +1%

增持

RTX RTX CORP COM

+$34.0K

2,428 +1%

增持

VTV VANGUARD INDEX FDS VANGUARD VALUE ETF

+$31.0K

1,980 +2%

增持

DSI ISHARES TR MSCI KLD 400 SOCIAL ETF

+$31.0K

3,084 +0%

减持

IDV ISHARES TR INTL SELECT DIVID ETF INDEX FD

-$26.0K

17,076 -5%

减持

MOAT VANECK ETF TR MORNINGSTAR WIDE MOAT ETF

-$23.0K

6,350 -9%

增持

VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS

+$23.0K

1,527 +2%

减持

ESGV VANGUARD WORLD FD ESG U S STOCK ETF

+$22.0K

6,079 -5%

增持

UNH UNITEDHEALTH GROUP INC COM

-$20.0K

671 +0%

增持

V VISA INC COM CL A

+$18.0K

858 +1%

增持

CVX CHEVRON CORP NEW COM

+$16.0K

1,648 +1%

减持

ABBV ABBVIE INC COM

-$15.0K

4,518 -16%

减持

KO COCA COLA CO COM

+$14.0K

6,432 -0%

增持

SCHW SCHWAB CHARLES CORP NEW COM

+$14.0K

3,621 +1%

减持

PEP PEPSICO INC COM

-$9.0K

1,942 -5%

增持

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

+$8.0K

15,332 +2%

减持

JNJ JOHNSON & JOHNSON COM

-$1.0K

1,823 -1%