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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 87 项建仓 23增持 40减持 23清仓 1

方向

标的

Δ市值

现股数(环比)

建仓

USFR WISDOMTREE TR WISDOMTREE FLTG RATE TREAS FD NEW

+$8.4M

166,016

建仓

DFIV DIMENSIONAL ETF TR INTL VALE ETF

+$6.8M

159,845

减持

VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

+$6.8M

352,696 -3%

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 MSCI USA QUALITY GARP ETF

+$4.7M

424,178 +4%

增持

TFLO ISHARES TR TREAS FLTG RATE BD ETF

+$4.5M

748,412 +13%

增持

QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF

+$4.3M

354,232 +0%

增持

IWD ISHARES TR RUSSELL 1000 VALUE ETF

+$2.3M

360,714 +0%

增持

VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW

+$2.1M

19,297 +12%

增持

MSFT MICROSOFT CORP COM

+$1.9M

11,530 +13%

增持

TEQI T ROWE PRICE EXCHANGE-TRADED FDS INC EQUITY INCOME ETF

+$1.7M

85,200 +82%

增持

IWF ISHARES TR RUSSELL 1000 GROWTH ETF

+$1.3M

19,824 +0%

增持

CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF SHS

+$1.3M

61,556 +283%

建仓

XLF SELECT SECTOR SPDR TR FINANCIAL

+$1.1M

21,431

增持

JAVA J P MORGAN EXCHANGE-TRADED FD TR ACTIVE VALUE ETF

+$905.0K

18,068 +314%

增持

ORCL ORACLE CORP COM

+$785.0K

8,390 +12%

增持

NVDA NVIDIA CORP COM

+$722.0K

9,560 +31%

减持

AAPL APPLE INC COM

-$508.0K

28,771 -0%

增持

TSLA TESLA INC COM

+$500.0K

6,701 +7%

减持

FISV FISERV INC COM

-$452.0K

7,922 -4%

建仓

EFAV ISHARES TR MSCI EAFE MINIMUM VOLATILITY FACTOR ETF

+$391.0K

4,650

增持

TCHP T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF

+$381.0K

17,617 +61%

建仓

— ASML HLDG N V N Y REGISTRY SHS NEW 2012 ISIN#USN070592100

+$372.0K

464

建仓

MGK VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF

+$370.0K

1,010

建仓

NUE NUCOR CORP COM

+$337.0K

2,600

建仓

VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS

+$327.0K

1,598

建仓

ARKB ARK 21SHARES BITCOIN ETF SHS BEN INT

+$322.0K

8,987

建仓

VIGI VANGUARD WHITEHALL FDS INTL DIVID APPRECIATION ETF SHS

+$284.0K

3,150

建仓

COF CAPITAL ONE FINL CORP COM

+$284.0K

1,337

建仓

BSMR INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2027

+$283.0K

12,061

减持

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

-$275.0K

13,726 -28%

建仓

CVS CVS HEALTH CORP COM

+$262.0K

3,794

增持

ITA ISHARES TR US AEROSPACE & DEFENSE ETF

+$256.0K

5,640 +7%

建仓

BSMQ INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2026 MUN BD ETF

+$235.0K

9,986

建仓

DG DOLLAR GEN CORP NEW COM

+$229.0K

2,000

增持

AMZN AMAZON COM INC COM

+$226.0K

7,667 +0%

建仓

MS MORGAN STANLEY COM NEW

+$218.0K

1,546

增持

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF

+$218.0K

42,420 +31%

清仓

OXY OCCIDENTAL PETE CORP COM

-$217.0K

0 -100%

建仓

AVUS AMERICAN CENTY ETF TR AVANTIS U S EQUITY ETF

+$216.0K

2,142

建仓

CGIE CAPITAL GROUP INTL EQUITY ETF SHS

+$214.0K

6,500

建仓

BMO BANK OF MONTREAL

+$212.0K

1,918

建仓

SCHV SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF

+$210.0K

7,600

减持

DVY ISHARES TR SELECT DIVID ETF FD

-$210.0K

36,895 -3%

建仓

CGDV CAPITAL GROUP DIVID VALUE ETF SHS

+$208.0K

5,269

建仓

AN AUTONATION INC COM

+$205.0K

1,030

建仓

BSMS INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2028 MUN BD ETF

+$201.0K

8,643

增持

XLI SELECT SECTOR SPDR TR INDL

+$199.0K

9,515 +4%

增持

DIS DISNEY WALT CO DISNEY COM

+$197.0K

6,035 +8%

增持

CAT CATERPILLAR INC COM

+$188.0K

1,733 +18%

增持

JPM JPMORGAN CHASE & CO COM

+$187.0K

4,167 +0%

减持

APH AMPHENOL CORP NEW CL A

+$173.0K

5,200 -0%

增持

IQLT ISHARES TR MSCI INTL QUALITY FACTOR ETF

+$134.0K

16,967 +13%

增持

ABBV ABBVIE INC COM

-$107.0K

4,955 +1%

增持

IDV ISHARES TR INTL SELECT DIVID ETF INDEX FD

+$103.0K

18,756 +7%

减持

ESGV VANGUARD WORLD FD ESG U S STOCK ETF

+$93.0K

8,710 -1%

增持

SGOV ISHARES TR ISHARES 0-3 MNTH TREAS BD ETF

+$90.0K

4,160 +27%

减持

GOOGL ALPHABET INC CL A

+$90.0K

4,181 -0%

增持

NEE NEXTERA ENERGY INC COM

+$89.0K

6,855 +26%

增持

FCX FREEPORT-MCMORAN INC CL B

+$84.0K

15,390 +0%

增持

LLY LILLY ELI & CO COM

+$80.0K

502 +33%

增持

QCOM QUALCOMM INC COM

+$74.0K

2,191 +22%

增持

MGV VANGUARD WORLD FD VANGUARD MEGA CAP VALUE ETF

+$70.0K

5,186 +10%

增持

WEC WEC ENERGY GROUP INC COM

-$62.0K

12,807 +0%

增持

JNJ JOHNSON & JOHNSON COM

+$60.0K

2,398 +30%

增持

VEA VANGUARD INTL FD FTSE DEVELOPED MKTS ETF

+$58.0K

5,960 +7%

减持

IBM INTERNATIONAL BUSINESS MACHS CORP COM

+$52.0K

1,291 -2%

减持

— EATON CORPORATION PLC SHS ISIN#IE00B8KQN827

+$49.0K

1,268 -15%

减持

VTV VANGUARD INDEX FDS VANGUARD VALUE ETF

-$49.0K

2,609 -12%

增持

— EXXON MOBIL CORP COM

-$48.0K

4,372 +0%

减持

MGEE MGE ENERGY INC COM

-$48.0K

3,166 -10%

减持

ABT ABBOTT LABS COM

-$46.0K

3,364 -11%

减持

PM PHILIP MORRIS INTL INC COM

+$40.0K

1,876 -1%

增持

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

+$40.0K

3,802 +6%

减持

ILCB ISHARES TR MORNINGSTAR U S EQUITY ETF

+$34.0K

4,379 -1%

减持

VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF

-$34.0K

998 -22%

增持

CSCO CISCO SYS INC COM

+$27.0K

3,429 +0%

增持

PEP PEPSICO INC COM

-$24.0K

1,758 +3%

减持

DSI ISHARES TR ESG MSCI KLD 400 ETF

-$24.0K

3,125 -17%

增持

ACWV ISHARES INC MSCI GLOBAL MINIMUM VOL FACTOR ETF

+$24.0K

4,575 +3%

增持

USB US BANCORP DEL COM NEW

+$24.0K

7,377 +1%

减持

VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS

-$23.0K

3,723 -17%

增持

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

-$22.0K

12,608 +0%

减持

MOAT VANECK ETF TR MORNINGSTAR WIDE MOAT ETF

+$19.0K

4,419 -2%

减持

VZ VERIZON COMMUNICATIONS INC COM

-$12.0K

4,888 -1%

减持

WMT WALMART INC COM

+$7.0K

3,241 -8%

减持

V VISA INC COM CL A

+$5.0K

1,013 -0%

减持

CGUS CAPITAL GROUP CORE EQUITY ETF SHS

-$2.0K

19,090 -10%