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LAUREL OAK WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LAUREL OAK WEALTH MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0002111403

持仓数

360

前50大市值合计

$399.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$42.5M

167,591

10.7%

NVDA NVIDIA CORPORATION

COM

$25.2M

144,401

6.3%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$20.0M

144,738

5.0%

VUG VANGUARD INDEX FDS

GROWTH ETF

$16.8M

38,395

4.2%

AMZN AMAZON COM INC

COM

$16.6M

79,779

4.2%

GOOGL ALPHABET INC

CAP STK CL A

$16.4M

57,138

4.1%

MSFT MICROSOFT CORP

COM

$12.5M

33,676

3.1%

HEGD LISTED FDS TR

SWAN HEDGED EQTY

$12.1M

488,479

3.0%

JPM JPMORGAN CHASE & CO

COM

$11.5M

39,172

2.9%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$11.3M

200,514

2.8%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$10.3M

48,050

2.6%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$10.2M

228,339

2.6%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$9.6M

65,036

2.4%

IEF ISHARES TR

7-10 YR TRSY BD

$9.1M

95,113

2.3%

VGT VANGUARD WORLD FD

INF TECH ETF

$9.0M

12,876

2.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$8.4M

12,962

2.1%

META META PLATFORMS INC

CL A

$8.4M

14,666

2.1%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$8.4M

113,513

2.1%

GOOG ALPHABET INC

CAP STK CL C

$8.2M

28,641

2.1%

IVV ISHARES TR

CORE S&P500 ETF

$7.8M

12,002

2.0%

BALT INNOVATOR ETFS TRUST

DEFINED WLT SHLD

$7.4M

221,398

1.9%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$7.1M

142,374

1.8%

GLD SPDR GOLD TR

GOLD SHS

$6.7M

15,665

1.7%

TSLA TESLA INC

COM

$6.5M

17,497

1.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$6.3M

10,951

1.6%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$5.3M

69,250

1.3%

DVY ISHARES TR

SELECT DIVID ETF

$5.2M

34,582

1.3%

IHDG WISDOMTREE TR

ITL HDG QTLY DIV

$5.1M

106,785

1.3%

— EXXON MOBIL CORP

COM

$4.8M

28,512

1.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$4.6M

17,384

1.1%

JNJ JOHNSON & JOHNSON

COM

$4.5M

18,409

1.1%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$4.5M

58,475

1.1%

CVX CHEVRON CORPORATION

COM

$4.2M

20,315

1.1%

GRNY TIDAL TRUST I

FUNDSTRAT GRANNY

$4.1M

173,227

1.0%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$4.1M

12,827

1.0%

LLY ELI LILLY & CO

COM

$3.6M

3,896

0.9%

SOXX ISHARES TR

ISHARES SEMICDTR

$3.4M

10,226

0.8%

VO VANGUARD INDEX FDS

MID CAP ETF

$3.3M

11,520

0.8%

RUNN STRATEGIC TRUST

RUNNING GWTH ETF

$3.3M

102,487

0.8%

IJR ISHARES TR

CORE S&P SCP ETF

$3.3M

26,405

0.8%

IEMG ISHARES INC

CORE MSCI EMKT

$3.1M

44,395

0.8%

VFLO VICTORY PORTFOLIOS II

SHARES FREE CASH

$3.1M

77,582

0.8%

HYG ISHARES TR

IBOXX HI YD ETF

$3.0M

38,189

0.8%

IEI ISHARES TR

3 7 YR TREAS BD

$2.9M

24,567

0.7%

AGG ISHARES TR

CORE US AGGBD ET

$2.9M

29,035

0.7%

VGLT VANGUARD SCOTTSDALE FDS

LONG TERM TREAS

$2.7M

48,745

0.7%

AVGO BROADCOM INC

COM

$2.5M

8,124

0.6%

IJH ISHARES TR

CORE S&P MCP ETF

$2.5M

37,151

0.6%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$2.3M

10,725

0.6%

SHY ISHARES TR

1 3 YR TREAS BD

$2.2M

27,087

0.6%

* 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

34%前 6 大占比

AAPL10.7%NVDA6.3%VT5.0%VUG4.2%AMZN4.2%GOOGL4.1%