Laurel Wealth Planning LLC 13F 持仓 · 2026年Q2
Laurel Wealth Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 2.26 亿美元。前几大持仓：VOO（7.47%）、ESGU（5.12%）、IFRA（5.05%）。本季前 25 大持仓中：新建仓 3 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $16.9M | 7.47% | 24,575 | 减持 |
| 2 | ESGU | ISHARES TR | $11.6M | 5.12% | 70,642 | 增持 |
| 3 | IFRA | ISHARES TR | $11.4M | 5.05% | 181,129 | 减持 |
| 4 | EFIV | SPDR SERIES TRUST | $11.3M | 5.01% | 155,404 | 减持 |
| 5 | NULG | NUSHARES ETF TR | $10.1M | 4.47% | 86,349 | 减持 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $9.5M | 4.21% | 176,000 | 增持 |
| 7 | ESGD | ISHARES TR | $9.2M | 4.06% | 89,199 | 减持 |
| 8 | SPYV | SPDR SERIES TRUST | $7.8M | 3.45% | 128,282 | 减持 |
| 9 | LVHI | LEGG MASON ETF INVT | $7.7M | 3.39% | 188,664 | 新建仓 |
| 10 | ESGE | ISHARES INC | $7.0M | 3.12% | 128,745 | 减持 |
| 11 | IVW | ISHARES TR | $6.8M | 3.01% | 49,416 | 减持 |
| 12 | COWG | PACER FDS TR | $6.7M | 2.97% | 167,019 | 减持 |
| 13 | EPI | WISDOMTREE TR | $6.5M | 2.88% | 152,372 | 增持 |
| 14 | FNDE | SCHWAB STRATEGIC TR | $6.3M | 2.77% | 157,821 | 增持 |
| 15 | EWJ | ISHARES INC | $6.1M | 2.70% | 65,335 | 增持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $6.0M | 2.64% | 83,650 | 增持 |
| 17 | FSMD | FIDELITY COVINGTON TRUST | $5.2M | 2.29% | 98,015 | 增持 |
| 18 | AVDV | AMERICAN CENTY ETF TR | $5.1M | 2.27% | 49,705 | 增持 |
| 19 | DFSI | DIMENSIONAL ETF TRUST | $4.9M | 2.15% | 107,963 | 增持 |
| 20 | SPMO | INVESCO EXCH TRADED FD TR II | $4.8M | 2.11% | 29,495 | 新建仓 |
| 21 | DSI | ISHARES TR | $4.8M | 2.10% | 33,390 | 减持 |
| 22 | CGMM | CAPITAL GROUP EQUITY ETF TR | $4.6M | 2.06% | 140,924 | 增持 |
| 23 | EMNT | PIMCO ETF TR | $4.4M | 1.96% | 44,758 | 增持 |
| 24 | IVV | ISHARES TR | $4.1M | 1.81% | 5,466 | 减持 |
| 25 | PVAL | PUTNAM ETF TRUST | $3.9M | 1.73% | 76,636 | 新建仓 |
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