PLANNING ALTERNATIVES LTD /ADV
BIRMINGHAM MI · SEC CIK 0000712011
$7.75亿2026Q1 申报市值
111持仓数
84.8%前十大占比 · 第一大 35.0%
22 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IDMO 新建仓+$2,648.65万
SPMO 加仓+$1,557.38万
XCEM 加仓+$247.46万
IJH 加仓+$179.95万
AAPL 加仓+$97.73万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$5,348.11万
VEA 减仓-$289.36万
SCHD 清仓-$168.80万
ISRG 清仓-$75.89万
V 减仓-$63.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TR | $280.07万 | 0.36% | 7,556 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $358.74万 | 0.46% | 9,691 | 632 | 7.0% | $23.40万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $396.51万 | 0.51% | 157,971 | -1,146 | -0.7% | -$2.88万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $406.10万 | 0.52% | 18,883 | -248,680 | -92.9% | -$5,348.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $434.54万 | 0.56% | 7,272 | 15 | 0.2% | $8,963 | 加仓 |
| NVDA | NVIDIA CORPORATION | $439.35万 | 0.57% | 25,192 | 5,287 | 26.6% | $92.20万 | 加仓 |
| ESGU | ISHARES TR | $460.46万 | 0.59% | 32,560 | -3,210 | -9.0% | -$45.40万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $877.65万 | 1.13% | 342,298 | -12,138 | -3.4% | -$31.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $906.40万 | 1.17% | 46,198 | 867 | 1.9% | $17.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,064.27万 | 1.37% | 16,365 | -9 | -0.1% | -$5,853 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $1,571.32万 | 2.03% | 385,033 | 60,636 | 18.7% | $247.46万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,576.99万 | 2.04% | 36,104 | -390 | -1.1% | -$17.03万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,651.50万 | 2.13% | 667,274 | -6,780 | -1.0% | -$16.78万 | 减仓 |
| AAPL | APPLE INC | $1,654.21万 | 2.14% | 65,180 | 3,851 | 6.3% | $97.73万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,648.65万 | 3.42% | 482,978 | 482,978 | — | $2,648.65万 | 新建仓 |
| IJR | ISHARES TR | $4,384.47万 | 5.66% | 352,704 | 4,074 | 1.2% | $50.64万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,947.22万 | 10.26% | 1,240,204 | -45,156 | -3.5% | -$289.36万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $8,345.57万 | 10.77% | 744,409 | 138,915 | 22.9% | $1,557.38万 | 加仓 |
| IJH | ISHARES TR | $8,777.23万 | 11.33% | 1,299,753 | 26,648 | 2.1% | $179.95万 | 加仓 |
| IVV | ISHARES TR | $2.71亿 | 35.04% | 415,589 | 1,056 | 0.3% | $68.98万 | 加仓 |