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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
22Q1 调仓
2021-09-30 → 2022-03-31 · 共 150 项
建仓 63
增持 31
减持 41
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
NULV
NUSHARES ETF TR
+$11.7M
334,445
+1136%
减持
TIP
ISHARES TR
-$8.3M
141
-100%
建仓
USFR
WISDOMTREE TR
+$7.9M
157,450
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
SCHD
SCHWAB STRATEGIC TR
+$5.4M
75,591
+879%
减持
DSI
ISHARES TR
-$4.2M
72,856
-42%
减持
NUSC
NUSHARES ETF TR
-$3.3M
80,949
-46%
增持
SUSB
ISHARES TR
+$2.9M
143,915
+484%
建仓
SPYD
SPDR SER TR
+$2.8M
64,437
减持
GLD
SPDR GOLD TR
-$2.6M
403
-98%
建仓
IFRA
ISHARES TR
+$2.5M
65,057
增持
ESGD
ISHARES TR
+$2.4M
98,953
+59%
建仓
NUMV
NUSHARES ETF TR
+$2.2M
60,446
增持
ESGU
ISHARES TR
+$2.0M
27,248
+262%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$2.0M
149,364
+126%
增持
BGRN
ISHARES TR
+$1.9M
42,401
+1010%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
56,858
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$1.5M
61,649
-32%
增持
MOAT
VANECK VECTORS ETF TR
+$1.3M
54,949
+45%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.2M
16,576
+836%
增持
EMNT
PIMCO ETF TR
+$1.1M
18,583
+165%
减持
VXUS
VANGUARD STAR FDS
-$1.1M
33,123
-32%
减持
VSGX
VANGUARD WORLD FD
-$1.0M
21,480
-41%
减持
VB
VANGUARD INDEX FDS
-$929.0K
14,342
-21%
减持
HEEM
ISHARES INC
-$903.0K
75,686
-23%
减持
SUSA
ISHARES TR
-$850.0K
11
-100%
减持
ESGV
VANGUARD WORLD FD
-$850.0K
24,135
-31%
减持
IVV
ISHARES TR
-$824.0K
8,423
-22%
增持
VNQ
VANGUARD INDEX FDS
+$776.0K
7,294
+5343%
减持
VTI
VANGUARD INDEX FDS
-$760.0K
3,310
-51%
减持
ERTH
INVESCO EXCHANGE TRADED FD T
-$671.0K
13,948
-42%
减持
ITOT
ISHARES TR
-$623.0K
3,165
-67%
清仓
MNA
INDEXIQ ETF TR
-$605.0K
0
-100%
增持
ESML
ISHARES TR
+$596.0K
19,872
+384%
增持
SHM
SPDR SER TR
+$580.0K
13,678
+907%
减持
IVW
ISHARES TR
-$566.0K
71,974
-12%
减持
IJR
ISHARES TR
-$538.0K
32,557
-12%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$535.0K
1,175
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$523.0K
40,534
-24%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$493.0K
1,200
减持
SCZ
ISHARES TR
-$482.0K
1,263
-83%
减持
VOO
VANGUARD INDEX FDS
-$468.0K
17,235
-11%
减持
VO
VANGUARD INDEX FDS
-$451.0K
479
-80%
增持
CSCO
CISCO SYS INC
+$419.0K
7,724
+3348%
增持
AAPL
APPLE INC
+$408.0K
5,481
+41%
清仓
—
WISDOMTREE TR
-$388.0K
0
-100%
减持
SHE
SPDR SER TR
-$376.0K
15,207
-14%
增持
EMXC
ISHARES INC
+$355.0K
19,576
+51%
减持
NULG
NUSHARES ETF TR
-$340.0K
1,858
-73%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$338.0K
3,888
+3%
建仓
AGG
ISHARES TR
+$332.0K
3,098
减持
SPDW
SPDR INDEX SHS FDS
-$325.0K
120,086
-2%
增持
MSFT
MICROSOFT CORP
+$316.0K
1,923
+96%
减持
ESGE
ISHARES INC
-$310.0K
51,784
-3%
建仓
—
MEDTRONIC PLC
+$277.0K
2,500
建仓
MUB
ISHARES TR
+$258.0K
2,351
增持
ABBV
ABBVIE INC
+$252.0K
1,657
+955%
减持
EFAV
ISHARES TR
-$232.0K
3,765
-44%
减持
MMM
3M CO
-$214.0K
3,351
-18%
建仓
NOBL
PROSHARES TR
+$210.0K
2,212
清仓
XJH
ISHARES TR
-$196.0K
0
-100%
建仓
ANSS
ANSYS INC
+$191.0K
600
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$188.0K
8,304
+82%
增持
TGT
TARGET CORP
+$184.0K
1,300
+225%
增持
ABT
ABBOTT LABS
+$177.0K
1,557
+2632%
建仓
NVDA
NVIDIA CORPORATION
+$164.0K
600
建仓
GILD
GILEAD SCIENCES INC
+$163.0K
2,750
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$157.0K
45,661
+13%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$149.0K
90,455
-4%
建仓
AMGN
AMGEN INC
+$145.0K
600
减持
IAGG
ISHARES TR
-$135.0K
10,388
-16%
减持
EFG
ISHARES TR
-$129.0K
4,959
-13%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$128.0K
1,750
减持
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$122.0K
3,930
-56%
建仓
PFE
PFIZER INC
+$119.0K
2,300
建仓
EIM
EATON VANCE MUN BD FD
+$118.0K
10,263
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$117.0K
1,500
建仓
PG
PROCTER AND GAMBLE CO
+$115.0K
750
建仓
ISRG
INTUITIVE SURGICAL INC
+$113.0K
375
建仓
VMO
INVESCO MUN OPPORTUNITY TR
+$110.0K
9,567
清仓
INTC
INTEL CORP
-$107.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$103.0K
516
+121%
减持
MINT
PIMCO ETF TR
-$102.0K
85
-92%
建仓
BDX
BECTON DICKINSON & CO
+$100.0K
375
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$99.0K
600
建仓
—
DRIL-QUIP INC
+$97.0K
2,600
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$89.0K
1,150
建仓
SCHG
SCHWAB STRATEGIC TR
+$84.0K
1,117
增持
BAC
BK OF AMERICA CORP
+$82.0K
2,021
+9524%
建仓
LGLV
SPDR SER TR
+$77.0K
533
建仓
CWB
SPDR SER TR
+$77.0K
1,000
建仓
NEOG
NEOGEN CORP
+$74.0K
2,400
建仓
XEL
XCEL ENERGY INC
+$72.0K
1,000
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$71.0K
925
-36%
减持
DIS
DISNEY WALT CO
-$68.0K
125
-75%
建仓
ALG
ALAMO GROUP INC
+$65.0K
450
增持
WMT
WALMART INC
+$64.0K
830
+93%
建仓
ITW
ILLINOIS TOOL WKS INC
+$63.0K
300
减持
UNH
UNITEDHEALTH GROUP INC
-$62.0K
1,147
-31%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$62.0K
0
-100%
建仓
DGRO
ISHARES TR
+$55.0K
1,033
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$55.0K
2,200
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$54.0K
300
建仓
SUB
ISHARES TR
+$50.0K
475
建仓
BA
BOEING CO
+$48.0K
250
清仓
HUN
HUNTSMAN CORP
-$44.0K
0
-100%
建仓
PFF
ISHARES TR
+$44.0K
1,200
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$43.0K
894
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$42.0K
733
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$38.0K
718
减持
AMZN
AMAZON COM INC
-$37.0K
16
-41%
建仓
PML
PIMCO MUN INCOME FD II
+$35.0K
3,000
增持
CGW
INVESCO EXCH TRADED FD TR II
-$34.0K
23,793
+4%
建仓
BP
BP PLC
+$32.0K
1,100
清仓
IWF
ISHARES TR
-$32.0K
0
-100%
建仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$31.0K
2,100
增持
ECL
ECOLAB INC
-$31.0K
2,807
+11%
建仓
AFB
ALLIANCEBERNSTEIN NATL MUN I
+$30.0K
2,400
建仓
AOM
ISHARES TR
+$30.0K
705
建仓
—
BLACKROCK MUNIVEST FD II INC
+$28.0K
2,200
建仓
IFV
FIRST TR EXCHANGE-TRADED FD
+$28.0K
1,359
减持
GLTR
ABERDEEN STD PRECIOUS METALS
+$26.0K
13,777
-8%
建仓
BIV
VANGUARD BD INDEX FDS
+$26.0K
315
减持
IEMG
ISHARES TR
-$25.0K
3,225
-2%
建仓
VFL
DELAWARE INVTS NATL MUN INCO
+$25.0K
1,987
建仓
ONEV
SPDR SER TR
+$24.0K
220
建仓
LQD
ISHARES TR
+$21.0K
176
减持
IHDG
WISDOMTREE TR
-$19.0K
2,071
-17%
减持
HD
HOME DEPOT INC
-$17.0K
45
-50%
建仓
PYPL
PAYPAL HLDGS INC
+$17.0K
150
建仓
XLF
SELECT SECTOR SPDR TR
+$17.0K
451
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$17.0K
275
建仓
FIDU
FIDELITY COVINGTON TRUST
+$16.0K
306
清仓
JD
JD.COM INC
-$14.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$11.0K
52
+24%
清仓
MAR
MARRIOTT INTL INC NEW
-$11.0K
0
-100%
清仓
CBSH
COMMERCE BANCSHARES INC
-$10.0K
0
-100%
清仓
CTRE
CARETRUST REIT INC
-$10.0K
0
-100%
建仓
ICLN
ISHARES TR
+$10.0K
458
建仓
AGZ
ISHARES TR
+$10.0K
91
建仓
CNRG
SPDR SER TR
+$9.0K
103
增持
IEFA
ISHARES TR
+$9.0K
779
+29%
建仓
SCHF
SCHWAB STRATEGIC TR
+$8.0K
205
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$8.0K
149
清仓
NUMG
NUSHARES ETF TR
-$7.0K
0
-100%
建仓
SCHO
SCHWAB STRATEGIC TR
+$7.0K
138
减持
REET
ISHARES TR
-$7.0K
824
-26%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$7.0K
0
-100%
清仓
—
TRONOX HOLDINGS PLC
-$6.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$6.0K
707
+1%
清仓
RWT
REDWOOD TR INC
-$6.0K
0
-100%
