小隐寺数据中心API 小隐寺主站

LANDMARK WEALTH MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LANDMARK WEALTH MANAGEMENT, INC.

报告期 2026-03-31 · CIK 0001985016

持仓数

42

前50大市值合计

$265.1M

报告期

2026-03-31

当前持仓调仓

前 42 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$45.5M

76,206

17.2%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$32.9M

721,334

12.4%

IUSB ISHARES TR

CORE UNIVRSL USD

$31.4M

680,126

11.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$22.8M

35,116

8.6%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$17.7M

377,461

6.7%

IAGG ISHARES TR

CORE INTL AGGR

$17.6M

351,148

6.6%

XLSR SSGA ACTIVE TR

STATE STREET US

$16.8M

290,312

6.3%

VXF VANGUARD INDEX FDS

EXTEND MKT ETF

$10.6M

51,591

4.0%

FISR SSGA ACTIVE TR

STATE STREET FIX

$9.8M

382,677

3.7%

AAPL APPLE INC

COM

$8.9M

35,012

3.4%

CERY SPDR SERIES TRUST

STATE STRET SPDR

$5.4M

152,561

2.0%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$5.0M

104,370

1.9%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$3.9M

65,523

1.5%

GLD SPDR GOLD TR

GOLD SHS

$3.2M

7,339

1.2%

GWX SPDR INDEX SHS FDS

STATE STREET SPD

$3.1M

72,740

1.2%

SPLB SPDR SERIES TRUST

STATE STREET SPD

$2.6M

118,771

1.0%

EMHC SPDR SERIES TRUST

STATE STREET SPD

$2.3M

94,371

0.9%

JNK SPDR SERIES TRUST

STATE STREET SPD

$2.3M

23,978

0.9%

SRLN SSGA ACTIVE ETF TR

STATE STREET BLA

$2.2M

54,415

0.8%

SPTL SPDR SERIES TRUST

STATE STREET SPD

$2.0M

75,311

0.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.7M

3,476

0.6%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$1.4M

2

0.5%

TIPX SPDR SERIES TRUST

STATE STRET SPDR

$1.4M

73,755

0.5%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$1.3M

50,255

0.5%

INTF ISHARES TR

INTL EQTY FACTOR

$1.2M

31,371

0.5%

EBND SPDR SERIES TRUST

BLOOMBERG EMERGI

$1.2M

58,707

0.5%

GTO INVESCO ACTIVELY MANAGED EXC

TOTAL RETURN

$1.1M

23,072

0.4%

BIL SPDR SERIES TRUST

STATE STREET SPD

$993.7K

10,844

0.4%

SMLF ISHARES TR

US SML CAP EQT

$913.7K

12,103

0.3%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$909.2K

23,337

0.3%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$886.9K

34,592

0.3%

PALC PACER FDS TR

LUNT LRGCP MULTI

$762.1K

14,709

0.3%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$759.6K

15,808

0.3%

JPME J P MORGAN EXCHANGE TRADED F

DIVERSFED RTRN

$746.4K

6,518

0.3%

OMFL INVESCO EXCH TRD SLF IDX FD

RUSL 1000 DYNM

$711.9K

11,841

0.3%

DSTL ETF SER SOLUTIONS

DISTILLATE US

$591.8K

10,225

0.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$501.4K

1,148

0.2%

WMT WALMART INC

COM

$479.8K

3,861

0.2%

FLQM FRANKLIN TEMPLETON ETF TR

US MID CP MLTFCT

$454.7K

8,278

0.2%

ORCL ORACLE CORP

COM

$389.0K

2,644

0.1%

CAT CATERPILLAR INC

COM

$354.2K

500

0.1%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$292.7K

8,643

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

63%前 6 大占比

VOO17.2%SPDW12.4%IUSB11.8%SPY8.6%SPEM6.7%IAGG6.6%