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 |
|---|---|---|---|---|---|---|---|---|
| GDX | VANECK ETF TRUST | $21.25万 | 0.03% | 2,316 | 2,316 | — | $21.25万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.04万 | 0.03% | 4,157 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $20.95万 | 0.03% | 2,256 | 2,256 | — | $20.95万 | 新建仓 |
| WAB | WABTEC | $20.72万 | 0.03% | 829 | 829 | — | $20.72万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $20.63万 | 0.03% | 49 | 49 | — | $20.63万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.61万 | 0.03% | 479 | 479 | — | $20.61万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.46万 | 0.03% | 4,197 | 117 | 2.9% | $5,704 | 加仓 |
| DE | DEERE & CO | $20.45万 | 0.03% | 363 | 363 | — | $20.45万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.36万 | 0.03% | 1,555 | 1,555 | — | $20.36万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $20.14万 | 0.03% | 225 | 225 | — | $20.14万 | 新建仓 |
| CATH | GLOBAL X FDS | $20.07万 | 0.03% | 2,568 | -150 | -5.5% | -$1.17万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -61,540 | -100.0% | -$168.80万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,340 | -100.0% | -$75.89万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -1,215 | -100.0% | -$62.07万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -5,119 | -100.0% | -$35.54万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,379 | -100.0% | -$26.87万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,997 | -100.0% | -$22.72万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -592 | -100.0% | -$20.81万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -31,057 | -100.0% | -$6,575 | 清仓 |