Laurel Oak Wealth Management, LLC 13F 持仓 · 2026年Q2
Laurel Oak Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 381 只证券，申报市值合计 6.87 亿美元。前几大持仓：AAPL（7.08%）、NVDA（4.12%）、VT（4.10%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $48.6M | 7.08% | 167,862 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $28.3M | 4.12% | 141,376 | 减持 |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $28.1M | 4.10% | 179,208 | 增持 |
| 4 | GOOGL | ALPHABET INC | $21.0M | 3.05% | 58,631 | 增持 |
| 5 | AMZN | AMAZON COM INC | $19.1M | 2.78% | 80,086 | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $18.6M | 2.71% | 216,078 | 增持 |
| 7 | HEGD | LISTED FDS TR | $16.8M | 2.45% | 630,722 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $13.4M | 1.96% | 41,003 | 增持 |
| 9 | DIVO | AMPLIFY ETF TR | $12.9M | 1.88% | 282,884 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $12.5M | 1.82% | 33,509 | 减持 |
| 11 | VGT | VANGUARD WORLD FD | $12.3M | 1.80% | 103,220 | 增持 |
| 12 | SPYV | SPDR SERIES TRUST | $11.1M | 1.62% | 183,066 | 减持 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $11.1M | 1.61% | 46,705 | 减持 |
| 14 | BALT | INNOVATOR ETFS TRUST | $10.4M | 1.52% | 303,972 | 增持 |
| 15 | GOOG | ALPHABET INC | $10.4M | 1.51% | 29,300 | 增持 |
| 16 | VYM | VANGUARD WHITEHALL FDS | $9.9M | 1.45% | 62,826 | 减持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $9.4M | 1.37% | 12,630 | 减持 |
| 18 | IEF | ISHARES TR | $8.8M | 1.28% | 92,967 | 减持 |
| 19 | IVV | ISHARES TR | $8.8M | 1.28% | 11,766 | 减持 |
| 20 | QQQ | INVESCO QQQ TR | $8.0M | 1.17% | 10,928 | 减持 |
| 21 | BND | VANGUARD BD INDEX FDS | $7.8M | 1.14% | 106,399 | 减持 |
| 22 | TSLA | TESLA INC | $7.7M | 1.13% | 18,388 | 增持 |
| 23 | VTEB | VANGUARD MUN BD FDS | $7.7M | 1.12% | 151,745 | 增持 |
| 24 | GRNY | TIDAL TRUST I | $7.2M | 1.05% | 259,782 | 增持 |
| 25 | META | META PLATFORMS INC | $6.9M | 1.00% | 12,190 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR