LO
Laurel Oak Wealth Management, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$6.0亿
申报季度: 2026-03-31 · 持股只数: 360
LAUREL OAK WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 360 项持股，申报期为 2026-03-31，总持股市值约为 US$6.0亿，季度换手率为 20.6%。
机构性格雪花图
- 集中度
- 6.57
- 持仓稳定性
- 20.62
- 动能／逆势
- 100
- 行业集中度
- 75.72
- 多样化
- 100
- 仓位均衡度
- 77.8
近期动向
加仓 VT
+91.1% US$933.5万
加仓 HEGD
+119.0% US$644.1万
加仓 DIVO
+106.7% US$532.6万
减仓 VUG
-14.8% -US$521.4万
加仓 BALT
+120.9% US$405.0万
减仓 SPYV
-23.4% -US$353.3万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 7.14% | -0.33% | +2.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.23% | -0.46% | -3.20% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 3.36% | +1.56% | +91.08% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 2.82% | -0.88% | -14.80% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.79% | -0.22% | +3.20% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.76% | -0.22% | +1.13% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.53% | +4.63% | |
| 8 | HEGD | Swan Hedged Equity US Lg Cap | ETF-其他 | 2.03% | +1.08% | +118.96% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.93% | — | +9.34% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.91% | -0.60% | -23.44% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.74% | — | +4.72% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.72% | +0.89% | +106.72% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.62% | -0.09% | -8.07% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.52% | -0.51% | -23.99% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.51% | -0.09% | +2.17% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | -0.11% | -2.84% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | +0.23% | +38.28% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.40% | — | -1.35% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.38% | -0.12% | +1.25% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.32% | — | -0.23% | |
| 21 | BALT | Inn Defined Wealth Shield | ETF-其他 | 1.24% | +0.67% | +120.88% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.19% | +0.09% | +9.99% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.13% | — | -2.00% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 1.09% | -0.16% | +6.22% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | -0.12% | -4.07% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.90% | — | -0.44% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.88% | — | -0.23% | |
| 28 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.86% | -0.40% | -30.45% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | — | -23.42% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.76% | — | +0.75% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | -7.37% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.75% | -0.44% | -33.36% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.21% | +3.36% | |
| 34 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 0.69% | +0.39% | +137.82% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | +1.81% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | -0.09% | +2.74% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.56% | — | +0.25% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.56% | — | -6.02% | |
| 39 | RUNN | Running Oak Efficient Gr ETF | ETF-其他 | 0.55% | +0.29% | +120.07% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | -7.88% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.52% | -0.09% | -17.59% | |
| 42 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 0.51% | +0.27% | +112.26% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.51% | — | -1.00% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.49% | — | -8.35% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | — | -0.64% | |
| 46 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.45% | -0.24% | -33.67% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.42% | — | +15.78% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | — | -15.32% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.39% | -0.13% | -26.88% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.38% | — | +8.30% |
1–50 of 360
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Laurel Oak Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Nlight INC (LASR); 新建仓: Aehr Test Systems (AEHR); 新建仓: Thornburg Interntin Eqty ETF (TXUE); 新建仓: Clearshares Ocio ETF (OCIO); 新建仓: Cme Group INC (CME).
FAQ
Laurel Oak Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Laurel Oak Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$6.0亿，分布在 360 个已申报仓位之中。
Laurel Oak Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Laurel Oak Wealth Management, LLC 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$4253.3万 (7.1%)
2. Nvidia CORP (NVDA) — US$2518.4万 (4.2%)
3. Vanguard Tot World Stk ETF (VT) — US$2002.0万 (3.4%)
4. Vanguard Growth ETF (VUG) — US$1677.1万 (2.8%)
5. Amazon.com INC (AMZN) — US$1661.6万 (2.8%)
Laurel Oak Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Laurel Oak Wealth Management, LLC 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 23 个既有持股、减仓 17 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Nlight INC (LASR); 新建仓: Aehr Test Systems (AEHR); 新建仓: Thornburg Interntin Eqty ETF (TXUE); 新建仓: Clearshares Ocio ETF (OCIO); 新建仓: Cme Group INC (CME)
Laurel Oak Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Laurel Oak Wealth Management, LLC 的主要板块分布如下：
• Information Technology: 43.5%
• Communication Services: 17.6%
• Consumer Discretionary: 12.2%
• Financials: 9.7%
• Health Care: 7.3%
• Energy: 4.3%