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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.22万 | 0.03% | 549 | 549 | — | $26.22万 | 新建仓 |
| ESGE | ISHARES INC | $26.19万 | 0.03% | 4,788 | -33 | -0.7% | -$1,805 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.18万 | 0.03% | 527 | -48 | -8.3% | -$2.38万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $25.38万 | 0.03% | 1,265 | 1,265 | — | $25.38万 | 新建仓 |
| USB | US BANCORP | $25.22万 | 0.03% | 4,175 | 4,175 | — | $25.22万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.00万 | 0.03% | 1,711 | 156 | 10.0% | $2.28万 | 加仓 |
| UNP | UNION PAC CORP | $24.94万 | 0.03% | 917 | 917 | — | $24.94万 | 新建仓 |
| PWR | QUANTA SVCS INC | $24.91万 | 0.03% | 346 | 346 | — | $24.91万 | 新建仓 |
| WAB | WABTEC | $24.53万 | 0.03% | 910 | 81 | 9.8% | $2.18万 | 加仓 |
| MCD | MCDONALDS CORP | $24.52万 | 0.03% | 907 | -160 | -15.0% | -$4.32万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.23万 | 0.03% | 984 | 984 | — | $24.23万 | 新建仓 |
| ETN | EATON CORP PLC | $24.16万 | 0.03% | 567 | -78 | -12.1% | -$3.32万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $24.09万 | 0.03% | 4,274 | 4,274 | — | $24.09万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.99万 | 0.03% | 1,071 | 1,071 | — | $23.99万 | 新建仓 |
| CRM | SALESFORCE INC | $23.97万 | 0.03% | 1,530 | 1 | 0.1% | $157 | 加仓 |
| DE | DEERE & CO | $22.77万 | 0.02% | 359 | -4 | -1.1% | -$2,537 | 减仓 |
| CATH | GLOBAL X FDS | $22.60万 | 0.02% | 2,554 | -14 | -0.5% | -$1,239 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $22.51万 | 0.02% | 1,263 | 38 | 3.1% | $6,773 | 加仓 |
| SPYG | SPDR SERIES TRUST | $22.49万 | 0.02% | 1,890 | 0 | 0.0% | — | 重新持有 |
| BX | BLACKSTONE INC | $22.43万 | 0.02% | 1,906 | 1,906 | — | $22.43万 | 新建仓 |
| KO | COCA COLA CO | $22.11万 | 0.02% | 2,721 | 2,721 | — | $22.11万 | 新建仓 |
| SNDK | SANDISK CORP | $21.83万 | 0.02% | 96 | 96 | — | $21.83万 | 新建仓 |
| PFE | PFIZER INC | $21.37万 | 0.02% | 8,876 | -2,111 | -19.2% | -$5.08万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $21.02万 | 0.02% | 4,157 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $20.97万 | 0.02% | 1,548 | 1,548 | — | $20.97万 | 新建仓 |
| IWD | ISHARES TR | $20.90万 | 0.02% | 862 | 862 | — | $20.90万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.44万 | 0.02% | 320 | 320 | — | $20.44万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $20.38万 | 0.02% | 1,613 | 65 | 4.2% | $8,212 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $20.27万 | 0.02% | 754 | 754 | — | $20.27万 | 新建仓 |
| 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 |