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 |
|---|---|---|---|---|---|---|---|---|
| ESML | ISHARES TR | $149.94万 | 0.16% | 26,808 | -6 | -0.0% | -$336 | 减仓 |
| LLY | ELI LILLY & CO | $151.85万 | 0.16% | 1,266 | 284 | 28.9% | $34.06万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $157.91万 | 0.17% | 47,435 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $170.98万 | 0.18% | 3,417 | 465 | 15.8% | $23.27万 | 加仓 |
| GOOG | ALPHABET INC | $176.81万 | 0.19% | 5,004 | 924 | 22.6% | $32.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $178.15万 | 0.19% | 24,267 | -1 | -0.0% | -$73 | 减仓 |
| CAT | CATERPILLAR INC | $191.48万 | 0.21% | 1,798 | 24 | 1.4% | $2.56万 | 加仓 |
| AVGO | BROADCOM INC | $194.43万 | 0.21% | 5,147 | 661 | 14.7% | $24.97万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $194.46万 | 0.21% | 10,749 | 632 | 6.2% | $11.43万 | 加仓 |
| ESGD | ISHARES TR | $195.41万 | 0.21% | 19,007 | 89 | 0.5% | $9,150 | 加仓 |
| IWF | ISHARES TR | $201.80万 | 0.22% | 16,252 | 832 | 5.4% | $10.33万 | 加仓 |
| AMZN | AMAZON COM INC | $224.17万 | 0.24% | 9,405 | 728 | 8.4% | $17.35万 | 加仓 |
| EAGG | ISHARES TR | $231.28万 | 0.25% | 48,782 | 520 | 1.1% | $2.47万 | 加仓 |
| GOOGL | ALPHABET INC | $246.69万 | 0.26% | 6,903 | 1,315 | 23.5% | $46.99万 | 加仓 |
| DTE | DTE ENERGY CO | $246.89万 | 0.26% | 16,203 | 549 | 3.5% | $8.37万 | 加仓 |
| IWV | ISHARES TR | $320.47万 | 0.34% | 7,516 | -40 | -0.5% | -$1.71万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $335.70万 | 0.36% | 7,747 | 212 | 2.8% | $9.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $396.22万 | 0.42% | 16,745 | -2,138 | -11.3% | -$50.59万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $417.19万 | 0.45% | 144,057 | -13,914 | -8.8% | -$40.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $444.80万 | 0.48% | 11,924 | 2,233 | 23.0% | $83.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $495.12万 | 0.53% | 7,209 | -63 | -0.9% | -$4.33万 | 减仓 |
| ESGU | ISHARES TR | $533.71万 | 0.57% | 32,609 | 49 | 0.2% | $8,020 | 加仓 |
| NVDA | NVIDIA CORPORATION | $575.09万 | 0.62% | 28,742 | 3,550 | 14.1% | $71.03万 | 加仓 |
| WFC | WELLS FARGO & CO | $783.23万 | 0.84% | 94,776 | 94,776 | — | $783.23万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $965.57万 | 1.04% | 328,089 | -14,209 | -4.2% | -$41.82万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $978.79万 | 1.05% | 44,913 | -1,285 | -2.8% | -$28.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,195.27万 | 1.28% | 16,006 | -359 | -2.2% | -$26.81万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,828.12万 | 1.96% | 659,973 | -7,301 | -1.1% | -$20.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,848.86万 | 1.98% | 214,634 | -1,990 | -0.9% | -$17.14万 | 减仓 |
| AAPL | APPLE INC | $1,954.92万 | 2.10% | 67,560 | 2,380 | 3.7% | $68.87万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $2,071.02万 | 2.22% | 391,645 | 6,612 | 1.7% | $34.96万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $3,036.91万 | 3.26% | 503,718 | 20,740 | 4.3% | $125.04万 | 加仓 |
| IJR | ISHARES TR | $5,252.64万 | 5.63% | 354,167 | 1,463 | 0.4% | $21.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,911.97万 | 9.56% | 1,250,803 | 10,599 | 0.9% | $75.52万 | 加仓 |
| IJH | ISHARES TR | $1.01亿 | 10.81% | 1,307,580 | 7,827 | 0.6% | $60.35万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1.21亿 | 13.01% | 751,352 | 6,943 | 0.9% | $112.16万 | 加仓 |
| IVV | ISHARES TR | $3.11亿 | 33.40% | 415,929 | 340 | 0.1% | $25.46万 | 加仓 |