Landmark Wealth Management, LLC

报告期 2026-03-31 · CIK 0001728778

持仓数

148

前50大市值合计

$310.1M

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 22Q1

25Q3 调仓2022-03-31 → 2025-09-30 · 共 102 项建仓 28增持 26减持 30清仓 18

方向

标的

Δ市值

现股数(环比)

建仓

VFLO VICTORY PORTFOLIOS II

+$15.5M

414,596

减持

SPDW SPDR INDEX SHS FDS

-$12.2M

61,145 -86%

建仓

HFXI NEW YORK LIFE INVESTMENTS ET

+$10.6M

341,622

建仓

VIGI VANGUARD WHITEHALL FDS

+$10.4M

116,267

清仓

BOND PIMCO ETF TR

-$7.9M

0 -100%

清仓

HTRB HARTFORD FDS EXCHANGE TRADED

-$7.4M

0 -100%

建仓

TOTR T ROWE PRICE ETF INC

+$7.0M

171,399

建仓

VPLS VANGUARD MALVERN FDS

+$6.8M

86,151

建仓

DBND DOUBLELINE ETF TRUST

+$6.2M

133,082

建仓

CGCP CAPITAL GRP FIXED INCM ETF T

+$5.6M

248,642

清仓

EFAD PROSHARES TR

-$3.8M

0 -100%

增持

IJR ISHARES TR

+$3.8M

62,648 +85%

减持

VOO VANGUARD INDEX FDS

+$3.7M

66,212 -25%

建仓

QQQM INVESCO EXCH TRADED FD TR II

+$3.5M

14,237

建仓

WABF FRANKLIN TEMPLETON ETF TR

+$3.5M

137,467

建仓

PYLD PIMCO ETF TR

+$3.5M

129,400

清仓

— LEGG MASON ETF INVT TR

-$3.1M

0 -100%

建仓

CGMU CAPITAL GRP FIXED INCM ETF T

+$3.1M

113,513

增持

VWO VANGUARD INTL EQUITY INDEX F

+$3.0M

88,735 +121%

减持

QQQ INVESCO QQQ TR

-$2.6M

1,940 -81%

增持

IJH ISHARES TR

+$2.5M

90,886 +609%

增持

JMUB J P MORGAN EXCHANGE TRADED F

+$2.1M

75,223 +128%

减持

FIXD FIRST TR EXCHNG TRADED FD VI

-$2.0M

142,986 -15%

增持

MUNI PIMCO ETF TR

+$1.9M

44,546 +436%

减持

VBR VANGUARD INDEX FDS

-$1.8M

2,400 -82%

清仓

EMDV PROSHARES TR

-$1.7M

0 -100%

减持

ORCL ORACLE CORP

+$1.3M

6,684 -5%

增持

FMB FIRST TR EXCH TRADED FD III

+$1.2M

56,662 +85%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$1.1M

27,702 +22%

增持

HMOP HARTFORD FDS EXCHANGE TRADED

+$1.1M

58,842 +98%

增持

FBND FIDELITY MERRIMACK STR TR

+$1.1M

124,595 +33%

增持

VONE VANGUARD SCOTTSDALE FDS

+$1.0M

5,363 +90%

清仓

FLMB FRANKLIN TEMPLETON ETF TR

-$953.0K

0 -100%

减持

JCPB J P MORGAN EXCHANGE TRADED F

-$939.1K

168,936 -4%

增持

SMDV PROSHARES TR

+$878.3K

49,419 +32%

建仓

AVMU AMERICAN CENTY ETF TR

+$836.2K

18,337

减持

NOBL PROSHARES TR

+$834.1K

176,153 -3%

减持

REGL PROSHARES TR

-$720.7K

30,623 -34%

建仓

NUMI NUSHARES ETF TR

+$686.6K

27,539

建仓

NVDA NVIDIA CORPORATION

+$670.9K

3,596

建仓

SCHX SCHWAB STRATEGIC TR

+$629.3K

23,893

减持

AAPL APPLE INC

+$622.8K

10,210 -10%

清仓

SMMU PIMCO ETF TR

-$616.0K

0 -100%

建仓

FMUB FIDELITY MERRIMACK STR TR

+$615.2K

12,097

清仓

FSMB FIRST TR EXCH TRADED FD III

-$611.0K

0 -100%

增持

INMU BLACKROCK ETF TRUST II

+$606.1K

41,197 +162%

建仓

GMUB GOLDMAN SACHS ETF TR

+$577.7K

11,355

减持

EMLP FIRST TR EXCHANGE-TRADED FD

+$559.7K

61,704 -5%

减持

MSFT MICROSOFT CORP

-$531.5K

1,175 -68%

清仓

BSV VANGUARD BD INDEX FDS

-$494.0K

0 -100%

建仓

ONEQ FIDELITY COMWLTH TR

+$493.0K

5,532

清仓

EW EDWARDS LIFESCIENCES CORP

-$470.0K

0 -100%

减持

IVV ISHARES TR

+$467.6K

9,566 -27%

建仓

MFSM MFS ACTIVE EXCHANGE TRADED F

+$460.2K

18,533

增持

SCHH SCHWAB STRATEGIC TR

+$454.4K

89,311 +51%

减持

IWB ISHARES TR

-$449.7K

3,476 -49%

增持

GNR SPDR INDEX SHS FDS

+$410.7K

35,850 +31%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$391.4K

12,611 -12%

增持

FLMI FRANKLIN TEMPLETON ETF TR

+$368.2K

35,172 +73%

建仓

VSDA VICTORY PORTFOLIOS II

+$365.6K

6,838

清仓

AOA ISHARES TR

-$364.0K

0 -100%

建仓

VBIL VANGUARD INSTL INDEX FD

+$325.3K

4,302

清仓

AOR ISHARES TR

-$319.0K

0 -100%

减持

VEA VANGUARD TAX-MANAGED FDS

+$313.4K

31,482 -4%

建仓

MA MASTERCARD INCORPORATED

+$285.0K

501

增持

IWF ISHARES TR

+$281.6K

1,472 +0%

清仓

VZ VERIZON COMMUNICATIONS INC

-$280.0K

0 -100%

建仓

PMIO PGIM ETF TR

+$279.8K

5,491

减持

SPYM SPDR SERIES TRUST

+$274.3K

17,274 -15%

清仓

PG PROCTER AND GAMBLE CO

-$265.0K

0 -100%

增持

MBND SSGA ACTIVE TR

+$254.3K

53,309 +23%

建仓

JEPI J P MORGAN EXCHANGE TRADED F

+$247.1K

4,327

清仓

LMT LOCKHEED MARTIN CORP

-$247.0K

0 -100%

建仓

FMHI FIRST TR EXCH TRADED FD III

+$245.0K

5,156

清仓

IJS ISHARES TR

-$241.0K

0 -100%

清仓

T AT&T INC

-$229.0K

0 -100%

清仓

VGT VANGUARD WORLD FDS

-$222.0K

0 -100%

建仓

JHMU JOHN HANCOCK EXCHANGE TRADED

+$220.6K

8,483

建仓

JMHI J P MORGAN EXCHANGE TRADED F

+$216.2K

4,282

建仓

DGRO ISHARES TR

+$215.9K

3,171

增持

TAXF AMERICAN CENTY ETF TR

+$211.5K

36,959 +16%

增持

SPEM SPDR INDEX SHS FDS

+$171.2K

8,528 +44%

增持

SPMD SPDR SERIES TRUST

+$159.3K

7,997 +26%

增持

AMZN AMAZON COM INC

+$137.9K

2,705 +1832%

减持

MMIN NEW YORK LIFE INVTS ACTIVE E

-$122.4K

23,334 -12%

增持

USRT ISHARES TR

+$122.3K

7,021 +57%

减持

EFA ISHARES TR

-$115.7K

4,652 -38%

增持

GOOGL ALPHABET INC

+$107.0K

1,724 +1439%

减持

DFNM DIMENSIONAL ETF TRUST

-$106.0K

41,976 -4%

增持

GWX SPDR INDEX SHS FDS

+$90.0K

9,906 +13%

减持

SPY SPDR S&P 500 ETF TR

+$83.3K

756 -19%

增持

MMIT NEW YORK LIFE INVTS ACTIVE E

+$80.7K

61,181 +9%

减持

— EXXON MOBIL CORP

+$76.2K

2,831 -4%

减持

IWR ISHARES TR

+$65.9K

3,882 -2%

减持

ED CONSOLIDATED EDISON INC

-$56.0K

3,801 -18%

减持

VO VANGUARD INDEX FDS

+$49.6K

5,562 -16%

减持

MINO PIMCO ETF TR

-$45.1K

20,235 -3%

增持

VNQ VANGUARD INDEX FDS

-$43.4K

2,872 +2%

减持

IWM ISHARES TR

+$26.5K

957 -4%

减持

VB VANGUARD INDEX FDS

+$18.7K

4,073 -15%

减持

SLYV SPDR SERIES TRUST

-$14.9K

2,393 -12%

减持

IEFA ISHARES TR

+$10.1K

3,300 -18%

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。