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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 82 项建仓 4增持 46减持 31清仓 1

方向

标的

Δ市值

现股数(环比)

增持

VOO VANGUARD INDEX FDS

+$5.3M

73,123 +10%

增持

PYLD PIMCO ETF TR

+$2.2M

212,697 +64%

增持

HFXI NEW YORK LIFE INVESTMENTS ET

+$1.7M

378,135 +11%

减持

ORCL ORACLE CORP

-$1.4M

2,225 -67%

减持

NOBL PROSHARES TR

-$1.4M

160,623 -9%

减持

VFLO VICTORY PORTFOLIOS II

-$1.2M

363,627 -12%

减持

VIGI VANGUARD WHITEHALL FDS

-$732.4K

105,868 -9%

减持

DFNM DIMENSIONAL ETF TRUST

-$491.7K

31,604 -25%

建仓

VCRM VANGUARD MUN BD FDS

+$484.1K

6,405

增持

VPLS VANGUARD MALVERN FDS

+$415.8K

92,040 +7%

增持

TOTR T ROWE PRICE ETF INC

+$414.4K

181,642 +6%

增持

JCPB J P MORGAN EXCHANGE TRADED F

+$409.4K

178,296 +6%

增持

FIXD FIRST TR EXCHNG TRADED FD VI

+$366.4K

151,575 +6%

增持

FBND FIDELITY MERRIMACK STR TR

+$365.8K

133,082 +7%

增持

CGCP CAPITAL GRP FIXED INCM ETF T

+$359.5K

265,399 +7%

增持

DBND DOUBLELINE ETF TRUST

+$340.5K

140,901 +6%

增持

TAXF AMERICAN CENTY ETF TR

+$269.2K

42,192 +14%

增持

IJR ISHARES TR

+$259.1K

64,100 +2%

建仓

GOOG ALPHABET INC

+$257.3K

820

增持

IJH ISHARES TR

+$235.4K

93,434 +3%

增持

IVV ISHARES TR

+$228.7K

9,682 +1%

清仓

SLYV SPDR SERIES TRUST

-$212.1K

0 -100%

建仓

MOAT VANECK ETF TRUST

+$211.2K

2,039

建仓

NANR SPDR INDEX SHS FDS

+$206.6K

3,045

增持

WABF FRANKLIN TEMPLETON ETF TR

+$197.0K

146,079 +6%

增持

SMDV PROSHARES TR

+$168.8K

52,392 +6%

减持

HMOP HARTFORD FDS EXCHANGE TRADED

-$163.7K

54,445 -7%

减持

IWB ISHARES TR

-$150.6K

2,998 -14%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$138.8K

28,520 +3%

减持

GNR SPDR INDEX SHS FDS

+$104.0K

35,834 -0%

增持

VEA VANGUARD TAX-MANAGED FDS

+$98.8K

31,778 +1%

减持

GOOGL ALPHABET INC

+$78.3K

1,589 -8%

增持

MMIT NEW YORK LIFE INVTS ACTIVE E

+$75.6K

64,213 +5%

增持

REGL PROSHARES TR

+$73.6K

31,903 +4%

减持

MMIN NEW YORK LIFE INVTS ACTIVE E

-$62.3K

20,604 -12%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$53.6K

12,139 -4%

增持

SCHH SCHWAB STRATEGIC TR

+$50.6K

94,640 +6%

增持

SPYM SPDR SERIES TRUST

+$47.8K

17,466 +1%

增持

FMB FIRST TR EXCH TRADED FD III

+$47.2K

57,105 +1%

减持

AVMU AMERICAN CENTY ETF TR

-$46.7K

17,073 -7%

增持

EMLP FIRST TR EXCHANGE-TRADED FD

+$46.3K

63,610 +3%

增持

VONE VANGUARD SCOTTSDALE FDS

+$44.6K

5,391 +1%

增持

CGMU CAPITAL GRP FIXED INCM ETF T

+$43.6K

114,733 +1%

减持

MSFT MICROSOFT CORP

-$41.9K

1,172 -0%

增持

MUNI PIMCO ETF TR

+$41.4K

45,226 +2%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$39.6K

90,165 +2%

增持

NUMI NUSHARES ETF TR

+$36.2K

28,802 +5%

减持

AAPL APPLE INC

+$32.5K

9,682 -5%

增持

FMUB FIDELITY MERRIMACK STR TR

+$31.6K

12,693 +5%

减持

SPDW SPDR INDEX SHS FDS

+$25.2K

59,481 -3%

增持

VB VANGUARD INDEX FDS

+$24.3K

4,109 +1%

增持

VBIL VANGUARD INSTL INDEX FD

+$23.2K

4,620 +7%

减持

GMUB GOLDMAN SACHS ETF TR

-$19.5K

10,904 -4%

减持

USRT ISHARES TR

-$19.4K

6,897 -2%

增持

MBND SSGA ACTIVE TR

+$17.1K

53,936 +1%

减持

NVDA NVIDIA CORPORATION

-$17.0K

3,506 -3%

增持

INMU BLACKROCK ETF TRUST II

+$16.6K

41,708 +1%

减持

SPMD SPDR SERIES TRUST

-$15.6K

7,629 -5%

增持

MINO PIMCO ETF TR

+$12.7K

20,511 +1%

减持

EFA ISHARES TR

+$10.7K

4,634 -0%

增持

MFSM MFS ACTIVE EXCHANGE TRADED F

+$9.2K

18,746 +1%

增持

VO VANGUARD INDEX FDS

-$9.2K

5,597 +1%

减持

QQQM INVESCO EXCH TRADED FD TR II

-$9.1K

13,874 -3%

增持

GWX SPDR INDEX SHS FDS

+$8.2K

9,941 +0%

减持

SCHX SCHWAB STRATEGIC TR

-$8.1K

23,086 -3%

减持

SPEM SPDR INDEX SHS FDS

-$7.7K

8,364 -2%

减持

JMUB J P MORGAN EXCHANGE TRADED F

-$7.1K

75,039 -0%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$7.0K

4,439 +3%

增持

FMHI FIRST TR EXCH TRADED FD III

+$6.0K

5,235 +2%

增持

DGRO ISHARES TR

+$5.7K

3,191 +1%

减持

IEFA ISHARES TR

+$5.1K

3,277 -1%

减持

QQQ INVESCO QQQ TR

+$5.0K

1,904 -2%

减持

ONEQ FIDELITY COMWLTH TR

+$4.5K

5,443 -2%

减持

VBR VANGUARD INDEX FDS

-$4.3K

2,345 -2%

增持

PMIO PGIM ETF TR

+$4.1K

5,569 +1%

减持

IWM ISHARES TR

+$3.9K

956 -0%

增持

VSDA VICTORY PORTFOLIOS II

-$2.9K

6,872 +0%

减持

JHMU JOHN HANCOCK EXCHANGE TRADED

-$2.9K

8,323 -2%

减持

FLMI FRANKLIN TEMPLETON ETF TR

-$2.3K

34,937 -1%

增持

JMHI J P MORGAN EXCHANGE TRADED F

+$1.6K

4,334 +1%

增持

VNQ VANGUARD INDEX FDS

-$348

2,963 +3%

增持

IWR ISHARES TR

+$339

3,897 +0%

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。