13FBOX
Landmark Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Landmark Wealth Management, LLC

No.4757 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.18亿
环比变动 Q1 2026
+$4,443.0万+11.9%
持仓股票数
151
新买入
4
加仓
81
减仓
39
清仓
1
持股不变
27
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
15.62%15.28%$6,527.9万9.5万股$5,705.9万9.5万股-441股-0.46%减仓
PProShares信托NOBL
5.36%5.38%$2,238.2万39.9万股$2,007.5万18.9万股+20.9万股+110.46%加仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
4.73%4.76%$1,975.8万43.2万股$1,779.4万45.1万股-1.9万股-4.18%减仓
NNEW YORK LIFE INVESTMENTS ETHFXI
4.52%4.4%$1,889.9万49.6万股$1,644.0万49.0万股+6,589股+1.35%加仓
V先锋领航白厅基金VNQ
2.89%2.96%$1,206.5万12.9万股$1,106.1万12.5万股+4,162股+3.33%加仓
IiShares安硕·COREIJR
2.77%2.62%$1,158.1万7.8万股$980.2万7.9万股-766股-0.97%减仓
J摩根大通·CORE PLUS BOND ETFJCPB
2.76%2.84%$1,155.3万24.6万股$1,061.2万22.5万股+2.1万股+9.20%加仓
TT ROWE PRICE EXCHANGE-TRADEDTOTR
2.37%2.46%$991.5万24.7万股$918.8万22.8万股+1.9万股+8.48%加仓
V先锋领航·CORE PLUS BOND ETFVPLS
2.26%2.41%$942.6万12.2万股$900.3万11.6万股+5,477股+4.72%加仓
IiShares安硕·COREIJH
2.15%2.09%$898.9万11.7万股$780.8万11.6万股+946股+0.82%加仓
F第一信托交易所交易基金VIFIXD
2.11%2.19%$883.5万20.3万股$819.2万18.8万股+1.5万股+7.81%加仓
DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND
2.04%2.18%$850.6万18.7万股$813.0万17.7万股+9,111股+5.13%加仓
F富达·MERRIMACK STR TRFBND
1.99%2.12%$833.3万18.3万股$789.9万17.3万股+1.0万股+5.80%加仓
CCAPITAL GROUP FIXED INCOME ETFRFCI
1.96%2.02%$820.4万36.8万股$756.0万33.8万股+3.0万股+8.76%加仓
PPIMCO太平洋投资管理ETFPYLD
1.84%1.9%$770.6万29.1万股$710.2万27.1万股+2.0万股+7.20%加仓
IiShares安硕信托IVV
1.75%1.76%$732.8万9,785股$657.3万1.0万股-278股-2.76%减仓
V先锋领航·FSTEVWO
1.59%1.62%$663.8万11.1万股$604.1万11.2万股-560股-0.50%减仓
V先锋领航国际股票指数基金VSS
1.31%1.36%$548.7万3.6万股$508.1万3.5万股+713股+2.05%加仓
PPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETFSMDV
1.25%1.21%$522.7万6.8万股$453.7万6.6万股+1,907股+2.89%加仓
I景顺·NASDAQ 100 ETFQQQM
1.22%1.18%$511.8万1.7万股$441.7万1.9万股-1,694股-9.11%减仓
FFRANKLIN TEMPLETON ETF TRWABF
1.2%1.25%$501.3万20.1万股$468.5万18.6万股+1.4万股+7.74%加仓
J摩根大通交易所交易基金JMUB
1.09%1.2%$453.9万9.0万股$448.4万9.0万股-98股-0.11%减仓
C资本集团固定收益ETF信托CGMU
1.03%1.08%$429.3万15.6万股$402.7万14.8万股+7,957股+5.36%加仓
PProShares信托REGL
0.93%0.93%$387.7万4.2万股$346.9万4.0万股+2,188股+5.45%加仓
F第一信托交易所交易基金IIIFMB
0.88%0.9%$369.2万7.2万股$336.8万6.6万股+5,397股+8.12%加仓
英特尔INTC
0.8%0.28%$335.7万2.4万股$106.1万2.4万股+5股+0.02%加仓
F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP
0.8%0.84%$333.8万7.7万股$313.7万7.2万股+4,898股+6.82%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.78%0.81%$327.9万1.4万股$303.1万1.4万股-237股-1.68%减仓
PPIMCO太平洋投资管理ETFMUNI
0.76%0.8%$316.4万6.0万股$297.2万5.7万股+3,213股+5.64%加仓
BBANK OF AMERBAC
0.75%0.72%$314.5万5.5万股$269.0万5.5万股00.00%持仓不变
苹果AAPL
0.74%0.75%$309.0万1.1万股$279.5万1.1万股-335股-3.04%减仓
SSPDR道富指数基金SPDW
0.74%0.79%$307.9万6.1万股$293.3万6.4万股-3,139股-4.89%减仓
AAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFTAXF
0.69%0.7%$289.9万5.7万股$260.0万5.2万股+5,092股+9.80%加仓
康宁GLW
0.69%0.41%$289.0万1.1万股$153.8万1.1万股00.00%持仓不变
S嘉信·U.S. REIT ETFSCHH
0.67%0.67%$280.8万11.9万股$248.4万11.6万股+2,986股+2.58%加仓
S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR
0.66%0.77%$277.5万4.1万股$288.8万3.9万股+2,553股+6.60%加仓
C花旗集团C
0.64%0.44%$266.5万1.9万股$164.9万1.5万股+4,500股+30.95%加仓
H哈特福德·FDS EXCHANGE TRADEDHMOP
0.62%0.67%$260.4万6.7万股$251.0万6.5万股+1,736股+2.68%加仓
V先锋领航·FTSEVEA
0.61%0.61%$253.6万3.6万股$227.4万3.5万股+108股+0.30%加仓
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.58%0.56%$242.3万7,152股$210.1万7,118股+34股+0.48%加仓
微软MSFT
0.57%0.64%$239.8万6,430股$237.4万6,414股+16股+0.25%加仓
摩根大通JPM
0.56%0.61%$231.9万7,086股$227.8万7,745股-659股-8.51%减仓
NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT
0.53%0.58%$220.2万9.0万股$216.1万9.0万股+778股+0.87%加仓
IiShares安硕·RUSSELLIWB
0.5%0.49%$209.3万5,110股$182.6万5,121股-11股-0.21%减仓
GE VernovaGEV
0.49%0.33%$203.6万1,733股$124.8万1,430股+303股+21.19%加仓
思科CSCO
0.45%0.32%$189.4万1.6万股$121.2万1.6万股+505股+3.23%加仓
V先锋领航·MIDVO
0.45%0.45%$186.6万2.3万股$169.6万5,905股+1.7万股+292.23%加仓
默沙东MRK
0.43%0.45%$179.1万1.4万股$167.7万1.4万股00.00%持仓不变
S道富SPYM
0.42%0.43%$174.3万2.0万股$159.5万2.1万股-1,002股-4.81%减仓
DDimensional维度ETF信托DFNM
0.41%0.47%$172.7万3.6万股$176.6万3.7万股-1,132股-3.07%减仓

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