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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 148 项建仓 61增持 83减持 3清仓 1

方向

标的

Δ市值

现股数(环比)

增持

VOO VANGUARD INDEX FDS

+$11.2M

95,488 +31%

增持

HFXI NEW YORK LIFE INVESTMENTS ET

+$4.2M

489,573 +29%

增持

VFLO VICTORY PORTFOLIOS II

+$3.5M

450,707 +24%

增持

NOBL PROSHARES TR

+$3.4M

189,366 +18%

建仓

BAC BANK AMERICA CORP

+$2.7M

55,189

建仓

JPM JPMORGAN CHASE & CO

+$2.3M

7,745

增持

JCPB J P MORGAN EXCHANGE TRADED F

+$2.2M

225,397 +26%

增持

IJR ISHARES TR

+$2.1M

78,855 +23%

增持

VPLS VANGUARD MALVERN FDS

+$1.8M

116,034 +26%

增持

MSFT MICROSOFT CORP

+$1.8M

6,414 +447%

增持

TOTR T ROWE PRICE ETF INC

+$1.8M

228,105 +26%

增持

FBND FIDELITY MERRIMACK STR TR

+$1.8M

173,139 +30%

建仓

MRK MERCK & CO INC

+$1.7M

13,937

建仓

C CITIGROUP INC

+$1.6M

14,539

增持

IJH ISHARES TR

+$1.6M

115,630 +24%

增持

DBND DOUBLELINE ETF TRUST

+$1.6M

177,470 +26%

增持

CGCP CAPITAL GRP FIXED INCM ETF T

+$1.6M

338,426 +28%

建仓

GLW CORNING INC

+$1.5M

11,313

建仓

FCX FREEPORT MCMORAN INC

+$1.5M

25,512

增持

FIXD FIRST TR EXCHNG TRADED FD VI

+$1.5M

187,923 +24%

增持

PYLD PIMCO ETF TR

+$1.4M

271,064 +27%

建仓

F FORD MTR CO

+$1.4M

120,527

增持

VIGI VANGUARD WHITEHALL FDS

+$1.4M

125,044 +18%

增持

— EXXON MOBIL CORP

+$1.3M

9,924 +251%

建仓

GEV GE VERNOVA INC

+$1.2M

1,430

建仓

CSCO CISCO SYS INC

+$1.2M

15,623

建仓

GE GE AEROSPACE

+$1.2M

4,219

增持

VWO VANGUARD INTL EQUITY INDEX F

+$1.2M

111,763 +24%

建仓

ABBV ABBVIE INC

+$1.2M

5,447

建仓

RTX RTX CORPORATION

+$1.1M

5,777

建仓

HD HOME DEPOT INC

+$1.1M

3,303

增持

SMDV PROSHARES TR

+$1.1M

65,954 +26%

建仓

INTC INTEL CORP

+$1.1M

24,040

建仓

LMT LOCKHEED MARTIN CORP

+$1.0M

1,704

增持

VSS VANGUARD INTL EQUITY INDEX F

+$993.4K

34,852 +22%

增持

WABF FRANKLIN TEMPLETON ETF TR

+$981.6K

186,163 +27%

建仓

T AT&T INC

+$970.0K

33,461

建仓

SHEL SHELL PLC

+$930.0K

10,000

建仓

WFC WELLS FARGO & CO

+$925.2K

11,621

增持

QQQM INVESCO EXCH TRADED FD TR II

+$907.6K

18,587 +34%

建仓

BCS BARCLAYS PLC

+$903.5K

42,700

建仓

EMR EMERSON ELEC CO

+$891.2K

6,802

增持

CGMU CAPITAL GRP FIXED INCM ETF T

+$885.7K

148,327 +29%

建仓

PFE PFIZER INC

+$879.7K

31,328

建仓

BMY BRISTOL-MYERS SQUIBB CO

+$874.8K

14,424

建仓

GILD GILEAD SCIENCES INC

+$838.7K

6,018

建仓

PBR PETROLEO BRASILEIRO S A

+$830.0K

40,000

建仓

NOK NOKIA CORP

+$804.0K

100,000

建仓

JNJ JOHNSON & JOHNSON

+$788.0K

3,224

增持

REGL PROSHARES TR

+$782.3K

40,148 +26%

建仓

CAT CATERPILLAR INC

+$775.9K

1,095

建仓

V VISA INC

+$748.3K

2,476

增持

EMLP FIRST TR EXCHANGE-TRADED FD

+$727.7K

71,842 +13%

建仓

BA BOEING CO

+$726.7K

3,651

增持

IWB ISHARES TR

+$706.2K

5,121 +71%

建仓

BP BP PLC

+$695.6K

14,800

增持

JMUB J P MORGAN EXCHANGE TRADED F

+$695.0K

89,707 +20%

建仓

CARR CARRIER GLOBAL CORPORATION

+$676.3K

12,010

建仓

SLB SLB LIMITED

+$673.8K

13,111

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$667.7K

2,048 +228%

增持

GNR SPDR INDEX SHS FDS

+$661.6K

38,681 +8%

增持

VCRM VANGUARD MUN BD FDS

+$630.6K

14,833 +132%

建仓

AMGN AMGEN INC

+$626.3K

1,780

增持

VBIL VANGUARD INSTL INDEX FD

+$614.6K

12,732 +176%

建仓

SCHW SCHWAB CHARLES CORP

+$606.1K

6,449

增持

MUNI PIMCO ETF TR

+$601.4K

56,940 +26%

增持

MMIT NEW YORK LIFE INVTS ACTIVE E

+$598.7K

89,649 +40%

建仓

WMT WALMART INC

+$597.6K

4,808

建仓

GSK GSK PLC

+$592.6K

10,737

建仓

GLD SPDR GOLD TR

+$591.6K

1,375

建仓

SO SOUTHERN CO

+$576.4K

5,972

建仓

TXN TEXAS INSTRS INC

+$551.4K

2,840

建仓

PG PROCTER & GAMBLE CO

+$535.6K

3,708

建仓

PM PHILIP MORRIS INTL INC

+$531.6K

3,215

建仓

KO COCA COLA CO

+$519.2K

6,827

增持

SCHH SCHWAB STRATEGIC TR

+$507.1K

115,596 +22%

建仓

TEVA TEVA PHARMACEUTICAL INDS LTD

+$503.0K

16,700

建仓

FLG FLAGSTAR BANK NATIONAL ASSOC

+$495.0K

37,583

增持

TAXF AMERICAN CENTY ETF TR

+$474.0K

51,941 +23%

建仓

MMM 3M CO

+$465.5K

3,205

增持

FLMI FRANKLIN TEMPLETON ETF TR

+$459.8K

53,598 +53%

增持

FMB FIRST TR EXCH TRADED FD III

+$447.6K

66,475 +16%

增持

VONE VANGUARD SCOTTSDALE FDS

+$434.6K

7,118 +32%

增持

SPY STATE STR SPDR S&P 500 ETF T

+$406.0K

1,417 +87%

增持

NUMI NUSHARES ETF TR

+$393.5K

44,742 +55%

增持

HMOP HARTFORD FDS EXCHANGE TRADED

+$380.9K

64,796 +19%

增持

FMUB FIDELITY MERRIMACK STR TR

+$378.5K

20,262 +60%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$363.4K

14,095 +16%

建仓

SOLV SOLVENTUM CORP

+$360.8K

5,525

增持

NVDA NVIDIA CORPORATION

+$353.3K

5,775 +65%

增持

GOOG ALPHABET INC

+$348.7K

2,113 +158%

建仓

MNBD ALPS ETF TR

+$318.5K

12,330

增持

SPDW SPDR INDEX SHS FDS

+$291.0K

64,240 +8%

增持

VEA VANGUARD TAX-MANAGED FDS

+$288.9K

35,489 +12%

建仓

PEP PEPSICO INC

+$280.9K

1,809

增持

MINO PIMCO ETF TR

+$261.6K

26,372 +29%

增持

SCHX SCHWAB STRATEGIC TR

+$261.6K

34,435 +49%

建仓

SLYV SPDR SERIES TRUST

+$258.6K

2,734

建仓

TAXE T ROWE PRICE ETF INC

+$253.9K

5,005

建仓

CAG CONAGRA BRANDS INC

+$251.8K

16,020

建仓

DUK DUKE ENERGY CORP NEW

+$250.9K

1,916

增持

DFNM DIMENSIONAL ETF TRUST

+$244.1K

36,855 +17%

建仓

VV VANGUARD INDEX FDS

+$243.3K

814

建仓

AOA ISHARES TR

+$241.6K

2,730

建仓

MO ALTRIA GROUP INC

+$240.5K

3,644

建仓

LW LAMB WESTON HLDGS INC

+$232.4K

5,500

建仓

AOR ISHARES TR

+$224.9K

3,495

建仓

XLK SELECT SECTOR SPDR TR

+$217.8K

1,639

建仓

SCHC SCHWAB STRATEGIC TR

+$216.0K

4,622

增持

MFSM MFS ACTIVE EXCHANGE TRADED F

+$212.8K

27,446 +46%

清仓

MOAT VANECK ETF TRUST

-$211.2K

0 -100%

建仓

PEG PUBLIC SVC ENTERPRISE GROUP

+$209.4K

2,587

建仓

IJS ISHARES TR

+$200.3K

1,691

增持

VSDA VICTORY PORTFOLIOS II

+$193.8K

10,211 +49%

增持

SPYM SPDR SERIES TRUST

+$193.6K

20,835 +19%

增持

INMU BLACKROCK ETF TRUST II

+$190.6K

49,906 +20%

增持

MMIN NEW YORK LIFE INVTS ACTIVE E

+$190.3K

28,830 +40%

增持

GMUB GOLDMAN SACHS ETF TR

+$167.9K

14,252 +31%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$167.7K

7,443 +68%

增持

AAPL APPLE INC

+$163.2K

11,015 +14%

增持

IWM ISHARES TR

+$160.0K

1,595 +67%

增持

PMIO PGIM ETF TR

+$123.3K

8,065 +45%

增持

VB VANGUARD INDEX FDS

+$103.1K

4,440 +8%

增持

USRT ISHARES TR

+$94.4K

8,232 +19%

增持

ORCL ORACLE CORP

-$85.7K

2,365 +6%

增持

IWR ISHARES TR

+$71.6K

4,595 +18%

增持

VO VANGUARD INDEX FDS

+$71.3K

5,905 +6%

增持

NANR SPDR INDEX SHS FDS

+$70.9K

3,303 +8%

增持

MBND SSGA ACTIVE TR

+$62.7K

56,637 +5%

增持

SPEM SPDR INDEX SHS FDS

+$61.5K

9,657 +15%

增持

IEFA ISHARES TR

+$59.6K

3,897 +19%

增持

IVV ISHARES TR

-$57.9K

10,063 +4%

增持

ED CONSOLIDATED EDISON INC

+$53.5K

3,808 +0%

增持

QQQ INVESCO QQQ TR

+$44.5K

2,103 +10%

减持

FMHI FIRST TR EXCH TRADED FD III

-$44.2K

4,348 -17%

增持

VNQ VANGUARD INDEX FDS

+$36.0K

3,362 +13%

增持

MA MASTERCARD INCORPORATED

-$28.7K

515 +3%

增持

SPMD SPDR SERIES TRUST

+$25.4K

7,889 +3%

增持

JMHI J P MORGAN EXCHANGE TRADED F

+$19.5K

4,762 +10%

增持

VBR VANGUARD INDEX FDS

+$19.0K

2,373 +1%

增持

GOOGL ALPHABET INC

+$14.9K

1,781 +12%

增持

JHMU JOHN HANCOCK EXCHANGE TRADED

+$11.2K

8,819 +6%

增持

AMZN AMAZON COM INC

-$8.1K

2,959 +9%

减持

EFA ISHARES TR

-$6.0K

4,520 -2%

增持

ONEQ FIDELITY COMWLTH TR

-$5.1K

5,799 +7%

增持

DGRO ISHARES TR

+$3.5K

3,206 +0%

减持

GWX SPDR INDEX SHS FDS

-$3.1K

9,544 -4%

增持

AVMU AMERICAN CENTY ETF TR

-$2.6K

17,181 +1%

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。