Laurel Wealth Planning LLC
CIK 1842010 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $226.0M
- 持仓
- 67
- 截至
- 2026年6月30日
按 13F 价值排名第 6051（共 9443） · 前 64.1%
投资组合价值同比（季度）：+19.2% 13F不披露现金
- 前十大持仓权重
- 45.34%
- 前二十五大持仓权重
- 80.78%
- 持仓高于 1%
- 31
- 有效持仓数量
- 31.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.37% 估计买入 $23004360 · 卖出 $7011147
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 94.4% 仍持有
- 新仓位
- 8
- 增加
- 24
- 减少
- 25
- 已结清
- 1
本页内容
行业细分
Technology
0.7%
Consumer Staples
0.5%
Materials
0.3%
Financial Services
0.2%
Health Care
0.2%
Industrials
0.1%
其他/未映射
98.0%
完整投资组合 67 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $16878356 | 7.47% | 24575 | $2151138 | 下跌 ×2 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $11561977 | 5.12% | 70642 | $1619302 | 上涨 ×1 | ||
| IFRA | $11418373 | 5.05% | 181129 | $869320 | 下跌 ×5 | ||
| EFIV | $11333614 | 5.01% | 155404 | $1363693 | 下跌 ×6 | ||
| NULG | $10108014 | 4.47% | 86349 | $2190959 | 下跌 ×1 | ||
| DFIV | $9507520 | 4.21% | 176000 | $1452078 | 上涨 ×2 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $9170550 | 4.06% | 89199 | $316616 | 下跌 ×1 | ||
| SPYV | $7798263 | 3.45% | 128282 | $366197 | 下跌 ×2 | ||
| LVHI | $7656929 | 3.39% | 188664 | 上涨 ×1 | |||
| ESGE iShares ESG Aware MSCI EM ETF | $7041065 | 3.12% | 128745 | $1029521 | 下跌 ×5 | ||
| IVW | $6796183 | 3.01% | 49416 | $1074400 | 下跌 ×4 | ||
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $6705212 | 2.97% | 167019 | $864367 | 下跌 ×2 | ||
| EPI | $6518475 | 2.88% | 152372 | $305981 | 上涨 ×3 | ||
| FNDE | $6262338 | 2.77% | 157821 | $361421 | 上涨 ×1 | ||
| EWJ | $6093796 | 2.70% | 65335 | $783448 | 上涨 ×1 | ||
| VEA | $5960063 | 2.64% | 83650 | $622391 | 上涨 ×1 | ||
| FSMD | $5180093 | 2.29% | 98015 | $1024263 | 上涨 ×3 | ||
| AVDV | $5122101 | 2.27% | 49705 | $254025 | 上涨 ×3 | ||
| DFSI | $4869132 | 2.15% | 107963 | $845626 | 上涨 ×1 | ||
| SPMO | $4764623 | 2.11% | 29495 | 上涨 ×1 | |||
| DSI | $4754403 | 2.10% | 33390 | $619763 | 下跌 ×6 | ||
| CGMM | $4646265 | 2.06% | 140924 | $1069306 | 上涨 ×2 | ||
| EMNT | $4428285 | 1.96% | 44758 | $1984 | 上涨 ×4 | ||
| IVV | $4093571 | 1.81% | 5466 | $4356 | 下跌 ×1 | ||
| PVAL | $3904605 | 1.73% | 76636 | 上涨 ×1 | |||
| BGRN iShares USD Green Bond ETF | $3435965 | 1.52% | 72378 | $126434 | 上涨 ×6 | ||
| ESML | $3298528 | 1.46% | 58976 | $554769 | 上涨 ×1 | ||
| MOAT | $3183464 | 1.41% | 30622 | $-3010075 | 下跌 ×2 | ||
| JMST | $2728755 | 1.21% | 53505 | $-126176 | 下跌 ×1 | ||
| ESGV | $2411529 | 1.07% | 18236 | $235511 | 下跌 ×1 | ||
| MINO | $2325432 | 1.03% | 50818 | $55413 | 上涨 ×6 | ||
| BRKB | $1995055 | 0.88% | 3987 | $36564 | 下跌 ×2 | ||
| FVD | $1935569 | 0.86% | 40174 | $58836 | 上涨 ×1 | ||
| SPDW | $1729309 | 0.77% | 34318 | $163674 | 上涨 ×1 | ||
| SPY SPY | $1513924 | 0.67% | 2027 | $357958 | 上涨 ×1 | ||
| SPLV | $1502794 | 0.66% | 20064 | $-89611 | 下跌 ×3 | ||
| IJR | $1329303 | 0.59% | 8963 | $207156 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $1285338 | 0.57% | 4442 | $-33355 | 下跌 ×1 | ||
| VB | $1238246 | 0.55% | 4085 | $168302 | |||
| ADM Archer-Daniels-Midland Company Common Stock | $1029185 | 0.46% | 13471 | $-143814 | 下跌 ×2 | ||
| VOOG | $970951 | 0.43% | 11752 | $161686 | 上涨 ×1 | ||
| NULV | $966857 | 0.43% | 19341 | $101492 | 上涨 ×2 | ||
| GLTR | $916982 | 0.41% | 5062 | $-191929 | 下跌 ×1 | ||
| INDA | $897960 | 0.40% | 18181 | $470217 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $760776 | 0.34% | 8899 | $45195 | 下跌 ×6 | ||
| ECL Ecolab Inc. Common Stock | $699312 | 0.31% | 2510 | $31601 | |||
| NUSC | $681209 | 0.30% | 13070 | $69294 | 下跌 ×6 | ||
| SHE | $651892 | 0.29% | 4221 | $112408 | |||
| SPYM | $522096 | 0.23% | 5941 | $-56853 | 下跌 ×5 | ||
| IYY | $520228 | 0.23% | 2854 | $68011 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $467477 | 0.21% | 1019 | $14633 | |||
| VUG | $419158 | 0.19% | 4866 | $64921 | 上涨 ×1 | ||
| DFSU | $337928 | 0.15% | 7247 | $40148 | |||
| VIG | $336091 | 0.15% | 1420 | 上涨 ×1 | |||
| PRF | $313969 | 0.14% | 5811 | $37772 | |||
| VSGX | $308281 | 0.14% | 3744 | $39723 | |||
| VTI | $296032 | 0.13% | 800 | $40346 | 上涨 ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $285136 | 0.13% | 396 | $67724 | |||
| PWZ | $275640 | 0.12% | 11246 | $-1300 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $270813 | 0.12% | 726 | $26130 | 上涨 ×4 | ||
| VTV | $263696 | 0.12% | 1210 | $26294 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $260601 | 0.12% | 627 | ||||
| NOBL | $232278 | 0.10% | 4136 | $13049 | 上涨 ×1 | ||
| XJH | $217675 | 0.10% | 4174 | 上涨 ×1 | |||
| XLK XLK | $207667 | 0.09% | 1090 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $202067 | 0.09% | 803 | ||||
| IEFA | $200983 | 0.09% | 2081 | $-56847 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。