PLANNING ALTERNATIVES LTD /ADV
BIRMINGHAM MI · SEC CIK 0000712011
$9.33亿2026Q2 申报市值
129持仓数
83.9%前十大占比 · 第一大 33.4%
25 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WFC 新建仓+$783.23万
IDMO 加仓+$125.04万
SPMO 加仓+$112.16万
MSFT 加仓+$83.30万
VEA 加仓+$75.52万
2026Q2 卖出最多 按季末市值估算
NFLX 清仓-$61.90万
VIG 减仓-$50.59万
SCHX 减仓-$41.82万
SCHB 减仓-$40.30万
HONEYWELL INTL I 清仓-$39.92万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -6,438 | -100.0% | -$61.90万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,766 | -100.0% | -$39.92万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -772 | -100.0% | -$33.40万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,873 | -100.0% | -$29.09万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,316 | -100.0% | -$21.25万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,256 | -100.0% | -$20.95万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -479 | -100.0% | -$20.61万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -225 | -100.0% | -$20.14万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $20.27万 | 0.02% | 754 | 754 | — | $20.27万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $20.38万 | 0.02% | 1,613 | 65 | 4.2% | $8,212 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $20.44万 | 0.02% | 320 | 320 | — | $20.44万 | 新建仓 |
| IWD | ISHARES TR | $20.90万 | 0.02% | 862 | 862 | — | $20.90万 | 新建仓 |
| PLD | PROLOGIS INC. | $20.97万 | 0.02% | 1,548 | 1,548 | — | $20.97万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.02万 | 0.02% | 4,157 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.37万 | 0.02% | 8,876 | -2,111 | -19.2% | -$5.08万 | 减仓 |
| SNDK | SANDISK CORP | $21.83万 | 0.02% | 96 | 96 | — | $21.83万 | 新建仓 |
| KO | COCA COLA CO | $22.11万 | 0.02% | 2,721 | 2,721 | — | $22.11万 | 新建仓 |
| BX | BLACKSTONE INC | $22.43万 | 0.02% | 1,906 | 1,906 | — | $22.43万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $22.49万 | 0.02% | 1,890 | 0 | 0.0% | — | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $22.51万 | 0.02% | 1,263 | 38 | 3.1% | $6,773 | 加仓 |
| CATH | GLOBAL X FDS | $22.60万 | 0.02% | 2,554 | -14 | -0.5% | -$1,239 | 减仓 |
| DE | DEERE & CO | $22.77万 | 0.02% | 359 | -4 | -1.1% | -$2,537 | 减仓 |
| CRM | SALESFORCE INC | $23.97万 | 0.03% | 1,530 | 1 | 0.1% | $157 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.99万 | 0.03% | 1,071 | 1,071 | — | $23.99万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $24.09万 | 0.03% | 4,274 | 4,274 | — | $24.09万 | 新建仓 |
| ETN | EATON CORP PLC | $24.16万 | 0.03% | 567 | -78 | -12.1% | -$3.32万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.23万 | 0.03% | 984 | 984 | — | $24.23万 | 新建仓 |
| MCD | MCDONALDS CORP | $24.52万 | 0.03% | 907 | -160 | -15.0% | -$4.32万 | 减仓 |
| WAB | WABTEC | $24.53万 | 0.03% | 910 | 81 | 9.8% | $2.18万 | 加仓 |
| PWR | QUANTA SVCS INC | $24.91万 | 0.03% | 346 | 346 | — | $24.91万 | 新建仓 |
| UNP | UNION PAC CORP | $24.94万 | 0.03% | 917 | 917 | — | $24.94万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.00万 | 0.03% | 1,711 | 156 | 10.0% | $2.28万 | 加仓 |
| USB | US BANCORP | $25.22万 | 0.03% | 4,175 | 4,175 | — | $25.22万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $25.38万 | 0.03% | 1,265 | 1,265 | — | $25.38万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.18万 | 0.03% | 527 | -48 | -8.3% | -$2.38万 | 减仓 |
| ESGE | ISHARES INC | $26.19万 | 0.03% | 4,788 | -33 | -0.7% | -$1,805 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.22万 | 0.03% | 549 | 549 | — | $26.22万 | 新建仓 |
| APH | AMPHENOL CORP | $26.45万 | 0.03% | 1,500 | -288 | -16.1% | -$5.08万 | 减仓 |
| SPGI | S&P GLOBAL INC | $26.63万 | 0.03% | 654 | 44 | 7.2% | $1.79万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.78万 | 0.03% | 554 | -198 | -26.3% | -$9.93万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.05万 | 0.03% | 2,404 | -468 | -16.3% | -$5.46万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $28.24万 | 0.03% | 1,953 | 1,953 | — | $28.24万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $28.41万 | 0.03% | 7,713 | 7,713 | — | $28.41万 | 新建仓 |
| BAC | BANK OF AMER CORP | $29.18万 | 0.03% | 5,121 | 924 | 22.0% | $5.26万 | 加仓 |
| RTX | RTX CORPORATION | $29.65万 | 0.03% | 1,563 | 100 | 6.8% | $1.90万 | 加仓 |
| TJX | TJX COS INC NEW | $30.53万 | 0.03% | 2,015 | -27 | -1.3% | -$4,091 | 减仓 |
| ADI | ANALOG DEVICES INC | $31.14万 | 0.03% | 784 | 57 | 7.8% | $2.26万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $31.84万 | 0.03% | 1,874 | 1,874 | — | $31.84万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $32.23万 | 0.03% | 628 | -611 | -49.3% | -$31.36万 | 减仓 |
| MORN | MORNINGSTAR INC | $33.36万 | 0.04% | 2,138 | -59 | -2.7% | -$9,205 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.19万 | 0.04% | 448 | 448 | — | $34.19万 | 新建仓 |
| IAU | ISHARES GOLD TR | $35.03万 | 0.04% | 4,639 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $38.44万 | 0.04% | 1,839 | 1,839 | — | $38.44万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $39.04万 | 0.04% | 386 | 101 | 35.4% | $10.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.31万 | 0.04% | 2,372 | 44 | 1.9% | $7,293 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $40.07万 | 0.04% | 1,345 | 1,345 | — | $40.07万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $40.24万 | 0.04% | 417 | 417 | — | $40.24万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $42.42万 | 0.05% | 1,244 | 1,244 | — | $42.42万 | 新建仓 |
| MRK | MERCK & CO INC | $44.05万 | 0.05% | 3,428 | -170 | -4.7% | -$2.18万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.93万 | 0.05% | 1,081 | 1,081 | — | $44.93万 | 新建仓 |
| ITOT | ISHARES TR | $45.83万 | 0.05% | 2,790 | 90 | 3.3% | $1.48万 | 加仓 |
| C | CITIGROUP INC | $47.77万 | 0.05% | 3,413 | 643 | 23.2% | $9.00万 | 加仓 |
| KLAC | KLA CORP | $48.55万 | 0.05% | 1,609 | 119 | 8.0% | $3.59万 | 加仓 |
| WMT | WALMART INC | $48.66万 | 0.05% | 4,296 | -287 | -6.3% | -$3.25万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $48.90万 | 0.05% | 1,808 | 75 | 4.3% | $2.03万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $49.51万 | 0.05% | 13,702 | -195 | -1.4% | -$7,045 | 减仓 |
| GE | GE AEROSPACE | $50.38万 | 0.05% | 1,348 | 223 | 19.8% | $8.33万 | 加仓 |
| GEV | GE VERNOVA INC | $52.75万 | 0.06% | 449 | 12 | 2.7% | $1.41万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $53.15万 | 0.06% | 1,571 | 242 | 18.2% | $8.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.40万 | 0.06% | 3,778 | 1,911 | 102.4% | $28.02万 | 加仓 |
| — | EXXON MOBIL CORP | $56.69万 | 0.06% | 4,146 | -352 | -7.8% | -$4.81万 | 减仓 |
| GGG | GRACO INC | $59.31万 | 0.06% | 7,844 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $61.12万 | 0.07% | 43,972 | 2,452 | 5.9% | $3.41万 | 加仓 |
| COMP | COMPASS INC | $61.65万 | 0.07% | 50,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $62.11万 | 0.07% | 1,761 | 1,114 | 172.2% | $39.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.89万 | 0.07% | 683 | -136 | -16.6% | -$12.72万 | 减仓 |
| LIN | LINDE PLC | $65.33万 | 0.07% | 1,259 | 125 | 11.0% | $6.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $65.59万 | 0.07% | 891 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $65.74万 | 0.07% | 2,206 | 226 | 11.4% | $6.74万 | 加仓 |
| INTC | INTEL CORP | $70.70万 | 0.08% | 5,063 | 206 | 4.2% | $2.88万 | 加仓 |
| ABBV | ABBVIE INC | $72.45万 | 0.08% | 2,879 | 242 | 9.2% | $6.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $76.04万 | 0.08% | 2,055 | -764 | -27.1% | -$28.27万 | 减仓 |
| CSCO | CISCO SYS INC | $79.07万 | 0.08% | 6,732 | 1,147 | 20.5% | $13.47万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $81.54万 | 0.09% | 14,097 | 310 | 2.2% | $1.79万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $83.10万 | 0.09% | 22,540 | -1,257 | -5.3% | -$4.63万 | 减仓 |
| META | META PLATFORMS INC | $86.13万 | 0.09% | 1,529 | -627 | -29.1% | -$35.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.24万 | 0.10% | 3,514 | 95 | 2.8% | $2.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $90.24万 | 0.10% | 1,553 | 474 | 43.9% | $27.54万 | 加仓 |
| V | VISA INC | $91.36万 | 0.10% | 2,663 | 1,957 | 277.2% | $67.14万 | 加仓 |
| AMAT | APPLIED MATLS INC | $91.53万 | 0.10% | 1,266 | 143 | 12.7% | $10.34万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.07万 | 0.11% | 3,594 | 169 | 4.9% | $4.75万 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $101.66万 | 0.11% | 103,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $107.46万 | 0.12% | 931 | 240 | 34.7% | $27.70万 | 加仓 |
| TSLA | TESLA INC | $108.98万 | 0.12% | 2,591 | 143 | 5.8% | $6.01万 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $111.09万 | 0.12% | 7,922 | -601 | -7.1% | -$8.43万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $111.44万 | 0.12% | 21,997 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $135.59万 | 0.15% | 14,039 | -178 | -1.3% | -$1.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $138.66万 | 0.15% | 4,236 | 251 | 6.3% | $8.22万 | 加仓 |
| IJS | ISHARES TR | $140.11万 | 0.15% | 10,251 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $145.30万 | 0.16% | 13,501 | 0 | 0.0% | — | 不变 |