Lauer Wealth, LLC
- SEC CIK
- 0001860063
- 最新申報
- 2026/7/15
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位。
- 持股檔數
- 40
- 2022 年第 4 季沒有申報
- 總值
- $7,992 萬
- 2022 年第 4 季沒有申報
Lauer Wealth, LLC 沒有申報 2022 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 37,147 | $1,176 萬 | 14.7% | – | – | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 140,121 | $907.2 萬 | 11.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 82,120 | $655.9 萬 | 8.2% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 55,170 | $647.1 萬 | 8.1% | – | – | – |
| TSLATesla, Inc. | Stock | 37,839 | $624.6 萬 | 7.8% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76,809 | $585.0 萬 | 7.3% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 83,829 | $414.2 萬 | 5.2% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 64,670 | $407.3 萬 | 5.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 31,345 | $327.2 萬 | 4.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,739 | $255.1 萬 | 3.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 29,149 | $247.7 萬 | 3.1% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 26,889 | $201.1 萬 | 2.5% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 11,451 | $152.8 萬 | 1.9% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 40,000 | $134.4 萬 | 1.7% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 32,620 | $115.1 萬 | 1.4% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 49,680 | $113.5 萬 | 1.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 9,872 | $104.6 萬 | 1.3% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 9,971 | $72.6 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,498 | $71.2 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 3,130 | $51.7 萬 | 0.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 17,416 | $50.3 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,424 | $49.7 萬 | 0.6% | – | – | – |
| SCCOSouthern Copper Corp | Stock | 6,078 | $47.8 萬 | 0.6% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 11,804 | $46.4 萬 | 0.6% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 5,111 | $45.7 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 11,906 | $44.4 萬 | 0.6% | – | – | 歷史 |
| NVECNve Corp | COM NEW | 5,411 | $43.4 萬 | 0.5% | – | – | 歷史 |
| GSKGSK plc | ADR | 11,327 | $41.6 萬 | 0.5% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,499 | $41.2 萬 | 0.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 22,367 | $40.8 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 5,500 | $38.2 萬 | 0.5% | – | – | – |
| DOWDow Inc. | Stock | 6,895 | $37.8 萬 | 0.5% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,220 | $34.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,279 | $32.0 萬 | 0.4% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,373 | $31.8 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 757 | $31.2 萬 | 0.4% | – | – | 歷史 |
| MPTMedical Properties Trust Inc | COM | 37,217 | $30.9 萬 | 0.4% | – | – | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4,030 | $21.0 萬 | 0.3% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 31,545 | $10.7 萬 | 0.1% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 26,598 | $8.33 萬 | 0.1% | – | – | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。