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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
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 12
增持 34
减持 67
清仓 37
方向
标的
Δ市值
现股数(环比)
建仓
IEF
ISHARES TR
+$8.3M
86,152
减持
USFR
WISDOMTREE TR
-$7.9M
21
-100%
建仓
—
JANUS DETROIT STR TR
+$3.8M
160,839
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
NULV
NUSHARES ETF TR
+$3.6M
475,903
+42%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
8,927
+1324%
减持
DSI
ISHARES TR
-$2.6M
51,697
-29%
增持
ESGV
VANGUARD WORLD FD
+$2.4M
66,725
+176%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
108,056
+43%
增持
ESGU
ISHARES TR
+$1.9M
55,213
+103%
减持
IVW
ISHARES TR
-$1.7M
65,477
-9%
增持
NUMV
NUSHARES ETF TR
+$1.6M
127,245
+111%
增持
IHDG
WISDOMTREE TR
+$1.5M
44,295
+2039%
增持
EMNT
PIMCO ETF TR
+$1.5M
34,089
+83%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$1.3M
0
-100%
减持
NUSC
NUSHARES ETF TR
-$1.3M
57,143
-29%
减持
HEEM
ISHARES INC
-$1.2M
36,632
-52%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$1.1M
2,918
-88%
减持
SPDW
SPDR INDEX SHS FDS
-$1.1M
101,780
-15%
增持
NOBL
PROSHARES TR
+$1.1M
14,027
+534%
增持
SPYD
SPDR SER TR
+$1.0M
96,996
+51%
增持
IFRA
ISHARES TR
+$926.8K
95,443
+47%
减持
VSGX
VANGUARD WORLD FD
-$925.4K
6,173
-71%
减持
SHE
SPDR SER TR
-$845.5K
7,076
-53%
增持
MOAT
VANECK ETF TRUST
+$772.8K
75,147
+37%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$717.1K
192,271
+29%
减持
IVV
ISHARES TR
-$714.8K
8,087
-4%
减持
VB
VANGUARD INDEX FDS
-$697.8K
12,805
-11%
减持
VXUS
VANGUARD STAR FDS
-$693.7K
24,851
-25%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$687.5K
21,936
+164%
增持
DFIV
DIMENSIONAL ETF TRUST
+$668.6K
84,626
+49%
增持
ESGD
ISHARES TR
+$623.3K
120,464
+22%
增持
EMXC
ISHARES INC
+$561.8K
35,828
+83%
减持
IJR
ISHARES TR
-$552.6K
31,270
-4%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$505.6K
83,197
-8%
建仓
DGS
WISDOMTREE TR
+$504.3K
11,464
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$487.8K
52,089
-16%
增持
VOO
VANGUARD INDEX FDS
-$481.3K
18,995
+10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$481.2K
160
-86%
增持
ESML
ISHARES TR
+$432.5K
36,146
+82%
增持
SHM
SPDR SER TR
+$426.0K
22,839
+67%
减持
IAGG
ISHARES TR
-$400.3K
2,980
-71%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$375.3K
500
-58%
减持
EFG
ISHARES TR
-$375.0K
1,218
-75%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$360.6K
10,797
-22%
减持
AAPL
APPLE INC
-$355.6K
4,629
-16%
增持
ESGE
ISHARES INC
+$321.3K
73,937
+43%
增持
NULG
NUSHARES ETF TR
+$310.1K
8,654
+366%
减持
ERTH
INVESCO EXCHANGE TRADED FD T
-$295.9K
11,744
-16%
减持
VTI
VANGUARD INDEX FDS
-$295.3K
2,399
-28%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$265.7K
38,393
-5%
减持
MMM
3M CO
-$253.4K
2,048
-39%
减持
AGG
ISHARES TR
-$251.0K
835
-73%
减持
CSCO
CISCO SYS INC
-$229.8K
4,224
-45%
增持
IEFA
ISHARES TR
+$211.3K
4,304
+453%
减持
EFAV
ISHARES TR
-$208.5K
999
-73%
减持
MSFT
MICROSOFT CORP
-$205.5K
1,616
-16%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$205.0K
2,100
-11%
减持
ITOT
ISHARES TR
-$190.4K
1,516
-52%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$178.3K
261
-52%
减持
IEMG
ISHARES INC
-$164.8K
303
-91%
减持
SUSB
ISHARES TR
-$161.5K
142,345
-1%
减持
TGT
TARGET CORP
-$143.4K
890
-32%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$133.6K
55,435
+21%
减持
—
MEDTRONIC PLC
-$131.3K
1,875
-25%
减持
—
ACCENTURE PLC IRELAND
-$127.2K
490
-36%
清仓
EIM
EATON VANCE MUN BD FD
-$118.0K
0
-100%
增持
CWB
SPDR SER TR
+$116.0K
3,000
+200%
清仓
VMO
INVESCO MUN OPPORTUNITY TR
-$110.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$106.1K
304
-41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$101.5K
4,113
+6%
增持
VNQ
VANGUARD INDEX FDS
-$96.7K
8,406
+15%
减持
QUAL
ISHARES TR
-$90.7K
82
-89%
建仓
IVE
ISHARES TR
+$89.8K
619
清仓
CVS
CVS HEALTH CORP
-$85.0K
0
-100%
增持
BGRN
ISHARES TR
+$83.8K
48,484
+14%
清仓
XFFCX
FLAHERTY & CRUMRINE PFD SECS
-$77.0K
0
-100%
减持
ANSS
ANSYS INC
-$75.0K
480
-20%
减持
JNJ
JOHNSON & JOHNSON
-$64.3K
72
-83%
减持
VO
VANGUARD INDEX FDS
-$63.3K
249
-48%
减持
ISRG
INTUITIVE SURGICAL INC
-$63.1K
188
-50%
清仓
ITW
ILLINOIS TOOL WKS INC
-$63.0K
0
-100%
减持
GILD
GILEAD SCIENCES INC
+$59.5K
2,592
-6%
建仓
—
BK OF AMERICA CORP
+$58.0K
50
减持
SRPT
SAREPTA THERAPEUTICS INC
+$57.9K
1,350
-10%
减持
LGLV
SPDR SER TR
-$57.7K
142
-73%
减持
IUSG
ISHARES TR
-$57.0K
822
-30%
建仓
PWR
QUANTA SVCS INC
+$56.3K
395
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$55.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$54.3K
1,025
-41%
减持
SYK
STRYKER CORPORATION
-$52.9K
340
-33%
增持
MUB
ISHARES TR
+$52.2K
2,940
+25%
清仓
SUB
ISHARES TR
-$50.0K
0
-100%
清仓
BA
BOEING CO
-$48.0K
0
-100%
建仓
—
WELLS FARGO CO NEW
+$47.4K
40
减持
SCZ
ISHARES TR
-$47.0K
655
-48%
增持
ECL
ECOLAB INC
-$46.2K
3,090
+10%
清仓
PFF
ISHARES TR
-$44.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$43.6K
100
+525%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$43.0K
0
-100%
减持
DGRO
ISHARES TR
-$41.1K
278
-73%
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$38.0K
0
-100%
减持
ABT
ABBOTT LABS
-$37.8K
1,332
-14%
减持
ABBV
ABBVIE INC
-$37.6K
1,432
-14%
清仓
PML
PIMCO MUN INCOME FD II
-$35.0K
0
-100%
建仓
—
INVESTMENT MANAGERS SER TR I
+$33.5K
1,237
清仓
BP
BP PLC
-$32.0K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$31.8K
203
-72%
清仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$31.0K
0
-100%
清仓
AFB
ALLIANCEBERNSTEIN NATL MUN I
-$30.0K
0
-100%
清仓
AOM
ISHARES TR
-$30.0K
0
-100%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$30.0K
0
-100%
增持
NEOG
NEOGEN CORP
-$29.0K
2,955
+23%
减持
SCHG
SCHWAB STRATEGIC TR
-$28.9K
992
-11%
减持
BDX
BECTON DICKINSON & CO
-$28.5K
281
-25%
清仓
IFV
FIRST TR EXCHANGE-TRADED FD
-$28.0K
0
-100%
清仓
—
BLACKROCK MUNIVEST FD II INC
-$28.0K
0
-100%
建仓
SCHH
SCHWAB STRATEGIC TR
+$27.8K
1,440
清仓
GIS
GENERAL MLS INC
-$27.0K
0
-100%
清仓
GWX
SPDR INDEX SHS FDS
-$26.0K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$26.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$25.5K
315
-33%
清仓
MCD
MCDONALDS CORP
-$25.0K
0
-100%
清仓
VFL
DELAWARE INVTS NATL MUN INCO
-$25.0K
0
-100%
减持
ASB
ASSOCIATED BANC CORP
-$23.8K
1,050
-50%
增持
VTEB
VANGUARD MUN BD FDS
+$23.8K
581
+475%
建仓
FNDX
SCHWAB STRATEGIC TR
+$22.1K
413
清仓
SO
SOUTHERN CO
-$22.0K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$22.0K
0
-100%
建仓
LDUR
PIMCO ETF TR
+$21.2K
225
清仓
LQD
ISHARES TR
-$21.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$18.5K
637
-15%
减持
ONEV
SPDR SER TR
-$18.0K
58
-74%
减持
JPM
JPMORGAN CHASE & CO
-$17.2K
125
-50%
清仓
PYPL
PAYPAL HLDGS INC
-$17.0K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE-TRADED F
-$17.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$17.0K
0
-100%
清仓
FIDU
FIDELITY COVINGTON TRUST
-$16.0K
0
-100%
建仓
BITO
PROSHARES TR
+$15.6K
1,497
增持
GOOGL
ALPHABET INC
-$15.5K
300
+1900%
减持
TIP
ISHARES TR
-$14.6K
32
-77%
减持
BBY
BEST BUY INC
-$13.3K
320
-25%
减持
VBR
VANGUARD INDEX FDS
-$13.3K
697
-1%
减持
WMT
WALMART INC
-$13.1K
782
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$12.5K
1,474
-3%
减持
CVX
CHEVRON CORP NEW
-$12.5K
75
-53%
清仓
WPP
WPP PLC NEW
-$12.0K
0
-100%
清仓
SONY
SONY GROUP CORPORATION
-$12.0K
0
-100%
清仓
—
UNILEVER PLC
-$12.0K
0
-100%
清仓
AGZ
ISHARES TR
-$10.0K
0
-100%
清仓
ICLN
ISHARES TR
-$10.0K
0
-100%
