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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
23Q2 调仓
2022-12-31 → 2023-06-30 · 共 150 项
建仓 3
增持 19
减持 27
清仓 101
方向
标的
Δ市值
现股数(环比)
减持
SCHD
SCHWAB STRATEGIC TR
-$6.8M
18,619
-83%
减持
NULV
NUSHARES ETF TR
-$5.6M
307,250
-35%
建仓
SPYV
SPDR SER TR
+$5.2M
120,698
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
IHDG
WISDOMTREE TR
+$4.1M
140,214
+217%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$4.0M
0
-100%
清仓
NUMV
NUSHARES ETF TR
-$3.8M
0
-100%
增持
ESGU
ISHARES TR
+$3.4M
82,788
+50%
清仓
SUSB
ISHARES TR
-$3.4M
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$2.6M
0
-100%
减持
SPYD
SPDR SER TR
-$2.5M
35,669
-63%
增持
MOAT
VANECK ETF TRUST
+$2.2M
88,336
+18%
减持
ESGV
VANGUARD WORLD FD
-$2.0M
30,578
-54%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
93,322
+68%
增持
ESGE
ISHARES INC
+$1.9M
130,621
+77%
增持
NULG
NUSHARES ETF TR
+$1.7M
33,810
+291%
增持
EMXC
ISHARES INC
+$1.4M
59,151
+65%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.1M
112,604
+33%
增持
ESGD
ISHARES TR
+$917.7K
121,170
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$846.0K
5,794
-35%
增持
IEF
ISHARES TR
+$839.4K
94,110
+9%
减持
VB
VANGUARD INDEX FDS
-$581.2K
8,896
-31%
减持
NUSC
NUSHARES ETF TR
-$453.1K
40,553
-29%
减持
HEEM
ISHARES INC
-$440.3K
16,283
-56%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$437.4K
71,917
-14%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$415.3K
32,448
-15%
减持
SPDW
SPDR INDEX SHS FDS
-$359.9K
81,805
-20%
增持
EMNT
PIMCO ETF TR
+$359.8K
37,409
+10%
减持
IVW
ISHARES TR
+$316.6K
58,839
-10%
清仓
MUB
ISHARES TR
-$310.2K
0
-100%
增持
IFRA
ISHARES TR
+$285.2K
95,856
+0%
增持
DGS
WISDOMTREE TR
+$283.7K
16,933
+48%
减持
VXUS
VANGUARD STAR FDS
-$267.3K
18,161
-27%
清仓
IEFA
ISHARES TR
-$265.3K
0
-100%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$256.0K
8,922
减持
VOO
VANGUARD INDEX FDS
+$248.3K
16,996
-11%
清仓
MMM
3M CO
-$245.6K
0
-100%
增持
ESML
ISHARES TR
+$243.5K
40,317
+12%
增持
BGRN
ISHARES TR
+$234.2K
52,935
+9%
清仓
ABBV
ABBVIE INC
-$231.4K
0
-100%
减持
NOBL
PROSHARES TR
-$224.3K
11,014
-21%
清仓
GILD
GILEAD SCIENCES INC
-$222.5K
0
-100%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$220.0K
8,948
清仓
IWM
ISHARES TR
-$215.2K
0
-100%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$207.4K
8,719
-19%
增持
—
JANUS DETROIT STR TR
+$198.6K
170,668
+6%
减持
AAPL
APPLE INC
+$197.6K
4,117
-11%
减持
IJR
ISHARES TR
-$186.4K
27,831
-11%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$174.9K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$169.8K
0
-100%
减持
IVV
ISHARES TR
-$162.2K
6,607
-18%
减持
ERTH
INVESCO EXCHANGE TRADED FD T
-$161.1K
8,158
-31%
清仓
AMGN
AMGEN INC
-$157.6K
0
-100%
清仓
V
VISA INC
-$152.1K
0
-100%
清仓
ABT
ABBOTT LABS
-$146.2K
0
-100%
清仓
—
MEDTRONIC PLC
-$145.7K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$143.7K
0
-100%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$143.5K
0
-100%
清仓
IAGG
ISHARES TR
-$141.7K
0
-100%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$136.0K
0
-100%
清仓
TGT
TARGET CORP
-$132.6K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$130.8K
0
-100%
清仓
ITOT
ISHARES TR
-$128.6K
0
-100%
减持
DSI
ISHARES TR
+$123.7K
45,566
-12%
清仓
IUSV
ISHARES TR
-$122.5K
0
-100%
增持
SHM
SPDR SER TR
+$121.0K
25,367
+11%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$119.0K
0
-100%
清仓
PFE
PFIZER INC
-$117.9K
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$117.7K
0
-100%
清仓
ANSS
ANSYS INC
-$116.0K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$113.5K
19,643
-10%
清仓
WMT
WALMART INC
-$110.9K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$110.7K
0
-100%
清仓
EFG
ISHARES TR
-$102.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$96.5K
0
-100%
增持
SHE
SPDR SER TR
+$93.5K
7,393
+4%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$91.5K
0
-100%
清仓
IVE
ISHARES TR
-$89.8K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$87.7K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$83.7K
1,701
-29%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$83.4K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$83.1K
0
-100%
清仓
AGG
ISHARES TR
-$81.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$80.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$80.5K
3,962
-4%
清仓
SHW
SHERWIN WILLIAMS CO
-$76.9K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$76.8K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$76.7K
9,211
+10%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$73.7K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$71.5K
0
-100%
清仓
—
DRIL-QUIP INC
-$70.6K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$70.1K
0
-100%
清仓
GLD
SPDR GOLD TR
-$68.4K
0
-100%
清仓
IUSG
ISHARES TR
-$67.0K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$66.9K
0
-100%
清仓
EFAV
ISHARES TR
-$63.5K
0
-100%
清仓
—
BK OF AMERICA CORP
-$58.0K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$57.5K
0
-100%
减持
VSGX
VANGUARD WORLD FD
-$56.6K
4,649
-25%
清仓
PWR
QUANTA SVCS INC
-$56.3K
0
-100%
清仓
ALG
ALAMO GROUP INC
-$56.1K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$55.1K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$53.8K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$50.7K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$49.9K
0
-100%
清仓
—
WELLS FARGO CO NEW
-$47.4K
0
-100%
清仓
NEOG
NEOGEN CORP
-$45.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$43.5K
1,011
-37%
清仓
SCZ
ISHARES TR
-$37.0K
0
-100%
清仓
RWR
SPDR SER TR
-$35.3K
0
-100%
清仓
BTT
BLACKROCK MUN TARGET TERM TR
-$34.1K
0
-100%
清仓
—
INVESTMENT MANAGERS SER TR I
-$33.5K
0
-100%
清仓
IWD
ISHARES TR
-$32.6K
0
-100%
清仓
LOW
LOWES COS INC
-$31.9K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$28.8K
0
-100%
清仓
SCHH
SCHWAB STRATEGIC TR
-$27.8K
0
-100%
清仓
GOOGL
ALPHABET INC
-$26.5K
0
-100%
清仓
SPSC
SPS COMM INC
-$25.7K
0
-100%
清仓
BBY
BEST BUY INC
-$25.7K
0
-100%
清仓
D
DOMINION ENERGY INC
-$24.5K
0
-100%
清仓
ASB
ASSOCIATED BANC CORP
-$24.2K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$24.1K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$23.7K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$23.5K
0
-100%
清仓
MRK
MERCK & CO INC
-$23.0K
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$22.1K
0
-100%
清仓
LDUR
PIMCO ETF TR
-$21.2K
0
-100%
清仓
PEP
PEPSICO INC
-$21.1K
0
-100%
清仓
LGLV
SPDR SER TR
-$19.3K
0
-100%
减持
ECL
ECOLAB INC
+$19.2K
2,510
-19%
清仓
RUSHB
RUSH ENTERPRISES INC
-$19.0K
0
-100%
清仓
REET
ISHARES TR
-$18.7K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$18.6K
0
-100%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$17.8K
0
-100%
清仓
RUSHA
RUSH ENTERPRISES INC
-$17.6K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$16.8K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$16.0K
0
-100%
清仓
BITO
PROSHARES TR
-$15.6K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$15.6K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$15.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$14.8K
0
-100%
清仓
HD
HOME DEPOT INC
-$14.2K
0
-100%
清仓
—
ASML HOLDING N V
-$14.2K
0
-100%
清仓
IEMG
ISHARES INC
-$14.2K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$14.1K
0
-100%
清仓
DGRO
ISHARES TR
-$13.9K
0
-100%
清仓
MMD
MAINSTAY MACKAY DEFINEDTERM
-$13.7K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$13.5K
0
-100%
清仓
—
LINDE PLC
-$13.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$12.7K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$12.6K
0
-100%
