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Laurel Wealth Planning LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Laurel Wealth Planning LLC
报告期 2026-03-31 · CIK 0001842010
持仓数
59
前50大市值合计
$187.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
23Q2
22Q4
22Q1
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 80
增持 43
减持 23
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DSI
ISHARES TR
+$1.3M
126,520
+14%
建仓
NULV
NUSHARES ETF TR
+$1.0M
27,066
建仓
EMXC
ISHARES INC
+$784.0K
12,937
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。
建仓
EMNT
PIMCO ETF TR
+$706.0K
7,013
增持
ESGD
ISHARES TR
+$695.0K
62,142
+18%
增持
MMM
3M CO
+$682.0K
4,065
+2540%
建仓
SUSB
ISHARES TR
+$641.0K
24,658
增持
UNH
UNITEDHEALTH GROUP INC
+$584.0K
1,657
+955%
增持
SCHD
SCHWAB STRATEGIC TR
+$518.0K
7,722
+955%
增持
TIP
ISHARES TR
+$486.0K
64,946
+6%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$475.0K
90,664
+12%
增持
ESGE
ISHARES INC
+$467.0K
53,385
+38%
减持
VB
VANGUARD INDEX FDS
-$356.0K
18,186
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$345.0K
3,789
+53%
增持
—
WISDOMTREE TR
+$333.0K
15,456
+610%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$327.0K
93,809
-7%
增持
AAPL
APPLE INC
+$282.0K
3,881
+99%
减持
VXUS
VANGUARD STAR FDS
-$281.0K
48,935
-5%
建仓
VUG
VANGUARD INDEX FDS
+$275.0K
946
建仓
IWM
ISHARES TR
+$270.0K
1,234
减持
VTI
VANGUARD INDEX FDS
-$263.0K
6,818
-14%
减持
IJR
ISHARES TR
-$252.0K
37,090
-3%
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$233.0K
4,565
增持
HEEM
ISHARES INC
-$224.0K
97,889
+1%
减持
ESGU
ISHARES TR
-$211.0K
7,533
-22%
建仓
BGRN
ISHARES TR
+$210.0K
3,820
增持
VO
VANGUARD INDEX FDS
+$203.0K
2,386
+56%
减持
VSGX
VANGUARD WORLD FD
-$199.0K
36,592
-5%
建仓
XJH
ISHARES TR
+$196.0K
5,425
减持
ITOT
ISHARES TR
-$171.0K
9,571
-15%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$170.0K
53,288
-5%
清仓
IDLV
INVESCO EXCH TRADED FD TR II
-$169.0K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$164.0K
1,210
建仓
VIGI
VANGUARD WHITEHALL FDS
+$154.0K
1,770
增持
ESML
ISHARES TR
+$154.0K
4,110
+2857%
减持
SPY
SPDR S&P 500 ETF TR
-$153.0K
627
-36%
减持
GLD
SPDR GOLD TR
-$138.0K
16,523
-4%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$127.0K
2,328
-66%
建仓
VBR
VANGUARD INDEX FDS
+$118.0K
697
减持
VOO
VANGUARD INDEX FDS
-$116.0K
19,327
-2%
减持
IVV
ISHARES TR
-$113.0K
10,783
-3%
建仓
INTC
INTEL CORP
+$107.0K
2,000
建仓
VBK
VANGUARD INDEX FDS
+$107.0K
383
增持
ERTH
INVESCO EXCHANGE TRADED FD T
-$100.0K
24,128
+3%
增持
MSFT
MICROSOFT CORP
+$91.0K
982
+43%
减持
SUSA
ISHARES TR
-$88.0K
8,867
-10%
增持
NUSC
NUSHARES ETF TR
+$85.0K
149,441
+5%
减持
SPDW
SPDR INDEX SHS FDS
-$85.0K
122,678
-0%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$79.0K
22,933
+2%
减持
SHW
SHERWIN WILLIAMS CO
-$77.0K
324
-47%
增持
TGT
TARGET CORP
+$73.0K
400
+400%
建仓
JNJ
JOHNSON & JOHNSON
+$70.0K
432
建仓
SHM
SPDR SER TR
+$67.0K
1,358
减持
IAGG
ISHARES TR
-$65.0K
12,307
-9%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$64.0K
66,065
-1%
建仓
ASB
ASSOCIATED BANC CORP
+$45.0K
2,100
建仓
RWR
SPDR SER TR
+$43.0K
405
增持
MINT
PIMCO ETF TR
+$38.0K
1,089
+51%
增持
NULG
NUSHARES ETF TR
+$36.0K
6,928
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$34.0K
467
+207%
建仓
IWD
ISHARES TR
+$34.0K
215
建仓
IWF
ISHARES TR
+$32.0K
118
增持
ESGV
VANGUARD WORLD FD
+$32.0K
35,063
+1%
增持
IEFA
ISHARES TR
+$30.0K
604
+204%
建仓
GWX
SPDR INDEX SHS FDS
+$29.0K
744
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$26.0K
40,332
+1%
建仓
MCD
MCDONALDS CORP
+$24.0K
100
建仓
GIS
GENERAL MLS INC
+$24.0K
400
减持
GOOG
ALPHABET INC
-$23.0K
2
-82%
增持
MOAT
VANECK VECTORS ETF TR
-$22.0K
37,940
+0%
建仓
TM
TOYOTA MOTOR CORP
+$22.0K
124
建仓
DHR
DANAHER CORPORATION
+$21.0K
70
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$21.0K
1,447
-7%
增持
JPM
JPMORGAN CHASE & CO
+$21.0K
252
+98%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$20.0K
101
建仓
VGT
VANGUARD WORLD FDS
+$20.0K
50
建仓
COST
COSTCO WHSL CORP NEW
+$19.0K
42
建仓
—
ASML HOLDING N V
+$19.0K
26
减持
IVW
ISHARES TR
+$18.0K
82,037
-1%
增持
EBAY
EBAY INC
+$18.0K
273
+1417%
增持
ECL
ECOLAB INC
+$17.0K
2,527
+2%
建仓
ADI
ANALOG DEVICES INC
+$16.0K
95
建仓
UPS
UNITED PARCEL SERVICE INC
+$15.0K
85
建仓
VNQ
VANGUARD INDEX FDS
+$14.0K
134
建仓
—
UNILEVER PLC
+$14.0K
255
建仓
TD
TORONTO DOMINION BK ONT
+$14.0K
217
增持
GOOGL
ALPHABET INC
+$13.0K
15
+36%
建仓
WPP
WPP PLC NEW
+$13.0K
190
建仓
SONY
SONY GROUP CORPORATION
+$13.0K
116
增持
V
VISA INC
+$13.0K
732
+14%
建仓
INFY
INFOSYS LTD
+$13.0K
575
增持
AMZN
AMAZON COM INC
+$13.0K
27
+23%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.0K
1,474
+31%
建仓
MELI
MERCADOLIBRE INC
+$12.0K
7
建仓
ULTA
ULTA BEAUTY INC
+$12.0K
32
建仓
SLF
SUN LIFE FINANCIAL INC.
+$12.0K
242
建仓
—
LINDE PLC
+$12.0K
40
增持
CVS
CVS HEALTH CORP
+$12.0K
835
+18%
增持
SHE
SPDR SER TR
+$12.0K
17,619
+1%
建仓
CM
CANADIAN IMP BK COMM
+$12.0K
107
增持
ABBV
ABBVIE INC
+$11.0K
157
+175%
建仓
XLU
SELECT SECTOR SPDR TR
+$11.0K
175
增持
EFAV
ISHARES TR
+$11.0K
6,691
+3%
建仓
KB
KB FINL GROUP INC
+$11.0K
243
建仓
—
THOMSON REUTERS CORP.
+$10.0K
89
增持
PEP
PEPSICO INC
+$10.0K
117
+113%
清仓
JETS
ETF SER SOLUTIONS
-$9.0K
0
-100%
建仓
BNS
BANK NOVA SCOTIA B C
+$9.0K
144
建仓
PM
PHILIP MORRIS INTL INC
+$9.0K
100
建仓
RY
ROYAL BK CDA
+$8.0K
78
建仓
GE
GENERAL ELECTRIC CO
+$8.0K
78
建仓
HDB
HDFC BANK LTD
+$8.0K
112
建仓
ABBNY
ABB LTD
+$8.0K
243
建仓
KODK
EASTMAN KODAK CO
+$8.0K
1,119
建仓
EMR
EMERSON ELEC CO
+$8.0K
80
建仓
IBN
ICICI BANK LIMITED
+$8.0K
398
建仓
NUMG
NUSHARES ETF TR
+$7.0K
135
建仓
—
AON PLC
+$7.0K
24
建仓
WM
WASTE MGMT INC DEL
+$7.0K
50
增持
MNA
INDEXIQ ETF TR
-$7.0K
18,414
+1%
增持
CVX
CHEVRON CORP NEW
+$7.0K
158
+90%
建仓
KR
KROGER CO
+$7.0K
185
建仓
—
COCA-COLA EUROPACIFIC PARTNE
+$6.0K
102
建仓
—
JAMES HARDIE INDS PLC
+$6.0K
158
建仓
TJX
TJX COS INC NEW
+$6.0K
95
增持
EFG
ISHARES TR
+$6.0K
5,688
+2%
建仓
—
TRONOX HOLDINGS PLC
+$6.0K
250
建仓
ING
ING GROEP N.V.
+$6.0K
393
建仓
—
FERGUSON PLC NEW
+$5.0K
36
建仓
—
UBS GROUP AG
+$5.0K
331
建仓
—
NATURA &CO HLDG S A
+$5.0K
274
减持
ABT
ABBOTT LABS
-$5.0K
57
-43%
清仓
—
BARRICK GOLD CORP
-$5.0K
0
-100%
建仓
NTES
NETEASE INC
+$5.0K
55
建仓
—
CYRUSONE INC
+$5.0K
70
建仓
OTEX
OPEN TEXT CORP
+$4.0K
72
增持
TRV
TRAVELERS COMPANIES INC
+$4.0K
68
+62%
建仓
STM
STMICROELECTRONICS N V
+$4.0K
99
建仓
—
AEGON N V
+$4.0K
731
建仓
VALE
VALE S A
+$4.0K
294
建仓
PHI
PLDT INC
+$3.0K
84
建仓
HSBC
HSBC HLDGS PLC
+$3.0K
125
增持
NOK
NOKIA CORP
+$3.0K
534
+53300%
建仓
AEM
AGNICO EAGLE MINES LTD
+$3.0K
46
建仓
C
CITIGROUP INC
+$3.0K
48
建仓
GDS
GDS HLDGS LTD
+$3.0K
56
建仓
BSAC
BANCO SANTANDER CHILE NEW
+$2.0K
94
清仓
BABA
ALIBABA GROUP HLDG LTD
-$2.0K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$2.0K
51
建仓
—
CREDIT SUISSE GROUP
+$2.0K
206
