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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.71亿 | 35.04% | 415,589 | 1,056 | 0.3% | $68.98万 | 加仓 |
| IJH | ISHARES TR | $8,777.23万 | 11.33% | 1,299,753 | 26,648 | 2.1% | $179.95万 | 加仓 |
| 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,947.22万 | 10.26% | 1,240,204 | -45,156 | -3.5% | -$289.36万 | 减仓 |
| IJR | ISHARES TR | $4,384.47万 | 5.66% | 352,704 | 4,074 | 1.2% | $50.64万 | 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 |
| AAPL | APPLE INC | $1,654.21万 | 2.14% | 65,180 | 3,851 | 6.3% | $97.73万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,651.50万 | 2.13% | 667,274 | -6,780 | -1.0% | -$16.78万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,576.99万 | 2.04% | 36,104 | -390 | -1.1% | -$17.03万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $1,571.32万 | 2.03% | 385,033 | 60,636 | 18.7% | $247.46万 | 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 |
| VTV | VANGUARD INDEX FDS | $906.40万 | 1.17% | 46,198 | 867 | 1.9% | $17.01万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $877.65万 | 1.13% | 342,298 | -12,138 | -3.4% | -$31.12万 | 减仓 |
| ESGU | ISHARES TR | $460.46万 | 0.59% | 32,560 | -3,210 | -9.0% | -$45.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $439.35万 | 0.57% | 25,192 | 5,287 | 26.6% | $92.20万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $434.54万 | 0.56% | 7,272 | 15 | 0.2% | $8,963 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $406.10万 | 0.52% | 18,883 | -248,680 | -92.9% | -$5,348.11万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $396.51万 | 0.51% | 157,971 | -1,146 | -0.7% | -$2.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $358.74万 | 0.46% | 9,691 | 632 | 7.0% | $23.40万 | 加仓 |
| IWV | ISHARES TR | $280.07万 | 0.36% | 7,556 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $229.49万 | 0.30% | 48,262 | 1,480 | 3.2% | $7.04万 | 加仓 |
| DTE | DTE ENERGY CO | $228.89万 | 0.30% | 15,654 | 48 | 0.3% | $7,019 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $182.25万 | 0.24% | 47,435 | 23,897 | 101.5% | $91.81万 | 加仓 |
| ESGD | ISHARES TR | $180.89万 | 0.23% | 18,918 | 1,253 | 7.1% | $11.98万 | 加仓 |
| AMZN | AMAZON COM INC | $180.72万 | 0.23% | 8,677 | 1,251 | 16.8% | $26.06万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $178.71万 | 0.23% | 24,268 | -353 | -1.4% | -$2.60万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $167.27万 | 0.22% | 10,117 | 245 | 2.5% | $4.05万 | 加仓 |
| IWF | ISHARES TR | $164.38万 | 0.21% | 3,855 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $160.99万 | 0.21% | 7,535 | 444 | 6.3% | $9.49万 | 加仓 |
| GOOGL | ALPHABET INC | $160.69万 | 0.21% | 5,588 | 1,426 | 34.3% | $41.01万 | 加仓 |
| MUB | ISHARES TR | $143.31万 | 0.18% | 13,501 | 1,605 | 13.5% | $17.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.46万 | 0.18% | 2,952 | 10 | 0.3% | $4,792 | 加仓 |
| AVGO | BROADCOM INC | $138.85万 | 0.18% | 4,486 | 1,349 | 43.0% | $41.75万 | 加仓 |
| IEFA | ISHARES TR | $128.71万 | 0.17% | 14,217 | -370 | -2.5% | -$3.35万 | 减仓 |
| ESML | ISHARES TR | $126.08万 | 0.16% | 26,814 | -2,283 | -7.8% | -$10.73万 | 减仓 |
| CAT | CATERPILLAR INC | $125.69万 | 0.16% | 1,774 | 297 | 20.1% | $21.04万 | 加仓 |
| META | META PLATFORMS INC | $123.35万 | 0.16% | 2,156 | 1,408 | 188.2% | $80.56万 | 加仓 |
| IJS | ISHARES TR | $121.42万 | 0.16% | 10,251 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $117.22万 | 0.15% | 3,985 | 983 | 32.7% | $28.92万 | 加仓 |
| GOOG | ALPHABET INC | $117.04万 | 0.15% | 4,080 | 860 | 26.7% | $24.67万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $111.82万 | 0.14% | 21,997 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $110.98万 | 0.14% | 8,523 | -3,556 | -29.4% | -$46.30万 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $97.95万 | 0.13% | 103,000 | 30,000 | 41.1% | $28.53万 | 加仓 |
| TSLA | TESLA INC | $91.00万 | 0.12% | 2,448 | 224 | 10.1% | $8.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $90.44万 | 0.12% | 2,819 | 753 | 36.4% | $24.16万 | 加仓 |
| LLY | ELI LILLY & CO | $90.32万 | 0.12% | 982 | 95 | 10.7% | $8.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $83.57万 | 0.11% | 3,419 | 1,371 | 66.9% | $33.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.02万 | 0.11% | 3,425 | -8 | -0.2% | -$1,939 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.61万 | 0.11% | 819 | 576 | 237.0% | $57.39万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $79.47万 | 0.10% | 13,787 | 533 | 4.0% | $3.07万 | 加仓 |
| — | EXXON MOBIL CORP | $76.32万 | 0.10% | 4,498 | 1,589 | 54.6% | $26.96万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $73.68万 | 0.10% | 23,797 | -734 | -3.0% | -$2.27万 | 减仓 |
| GGG | GRACO INC | $66.40万 | 0.09% | 7,844 | -400 | -4.9% | -$3.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $61.91万 | 0.08% | 1,239 | 500 | 67.7% | $24.98万 | 加仓 |
| NFLX | NETFLIX INC. | $61.90万 | 0.08% | 6,438 | 1,910 | 42.2% | $18.36万 | 加仓 |
| ABBV | ABBVIE INC | $57.35万 | 0.07% | 2,637 | -645 | -19.7% | -$14.03万 | 减仓 |
| WMT | WALMART INC | $56.96万 | 0.07% | 4,583 | 2,425 | 112.4% | $30.14万 | 加仓 |
| LIN | LINDE PLC | $56.22万 | 0.07% | 1,134 | 470 | 70.8% | $23.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $51.41万 | 0.07% | 891 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $48.16万 | 0.06% | 2,328 | -953 | -29.0% | -$19.71万 | 减仓 |
| F | FORD MTR CO | $47.91万 | 0.06% | 41,520 | -361 | -0.9% | -$4,166 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $45.11万 | 0.06% | 1,733 | 175 | 11.2% | $4.56万 | 加仓 |
| CSCO | CISCO SYS INC | $43.33万 | 0.06% | 5,585 | 1,623 | 41.0% | $12.59万 | 加仓 |
| MRK | MERCK & CO INC | $43.28万 | 0.06% | 3,598 | 1,471 | 69.2% | $17.69万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $42.01万 | 0.05% | 2,872 | 1,013 | 54.5% | $14.82万 | 加仓 |
| IAU | ISHARES GOLD TR | $40.90万 | 0.05% | 4,639 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $40.41万 | 0.05% | 13,897 | -571 | -3.9% | -$1.66万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $40.21万 | 0.05% | 1,329 | 239 | 21.9% | $7.23万 | 加仓 |
| — | HONEYWELL INTL INC | $39.92万 | 0.05% | 1,766 | 290 | 19.6% | $6.55万 | 加仓 |
| ITOT | ISHARES TR | $38.46万 | 0.05% | 2,700 | -147 | -5.2% | -$2.09万 | 减仓 |
| TXN | TEXAS INSTRS INC | $38.43万 | 0.05% | 1,980 | 813 | 69.7% | $15.78万 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.38万 | 0.05% | 1,123 | 1,123 | — | $38.38万 | 新建仓 |
| GEV | GE VERNOVA INC | $38.15万 | 0.05% | 437 | 437 | — | $38.15万 | 新建仓 |
| MORN | MORNINGSTAR INC | $37.14万 | 0.05% | 2,197 | -161 | -6.8% | -$2.72万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.96万 | 0.05% | 752 | 155 | 26.0% | $7.62万 | 加仓 |
| COMP | COMPASS INC | $36.55万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $33.40万 | 0.04% | 772 | 311 | 67.5% | $13.45万 | 加仓 |
| MCD | MCDONALDS CORP | $33.16万 | 0.04% | 1,067 | 282 | 35.9% | $8.76万 | 加仓 |
| TJX | TJX COS INC NEW | $32.61万 | 0.04% | 2,042 | 708 | 53.1% | $11.31万 | 加仓 |
| GE | GE AEROSPACE | $31.92万 | 0.04% | 1,125 | 98 | 9.5% | $2.78万 | 加仓 |
| C | CITIGROUP INC | $31.41万 | 0.04% | 2,770 | 663 | 31.5% | $7.52万 | 加仓 |
| PFE | PFIZER INC | $30.85万 | 0.04% | 10,987 | 10,987 | — | $30.85万 | 新建仓 |
| PEP | PEPSICO INC | $29.09万 | 0.04% | 1,873 | 442 | 30.9% | $6.86万 | 加仓 |
| CRM | SALESFORCE INC | $28.54万 | 0.04% | 1,529 | 1,529 | — | $28.54万 | 新建仓 |
| RTX | RTX CORPORATION | $28.22万 | 0.04% | 1,463 | 1,463 | — | $28.22万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $26.96万 | 0.03% | 1,867 | -87 | -4.5% | -$1.26万 | 减仓 |
| SPGI | S&P GLOBAL INC | $25.95万 | 0.03% | 610 | 610 | — | $25.95万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $25.68万 | 0.03% | 575 | 121 | 26.7% | $5.40万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.11万 | 0.03% | 285 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.34万 | 0.03% | 691 | 691 | — | $23.34万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $23.13万 | 0.03% | 727 | 727 | — | $23.13万 | 新建仓 |
| ETN | EATON CORP PLC | $23.07万 | 0.03% | 645 | 645 | — | $23.07万 | 新建仓 |
| APH | AMPHENOL CORP | $22.59万 | 0.03% | 1,788 | 259 | 16.9% | $3.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.95万 | 0.03% | 1,079 | 1,079 | — | $21.95万 | 新建仓 |
| KLAC | KLA CORP | $21.94万 | 0.03% | 149 | 149 | — | $21.94万 | 新建仓 |
| ESGE | ISHARES INC | $21.92万 | 0.03% | 4,821 | 141 | 3.0% | $6,411 | 加仓 |
| GILD | GILEAD SCIENCES INC | $21.57万 | 0.03% | 1,548 | 1,548 | — | $21.57万 | 新建仓 |
| INTC | INTEL CORP | $21.44万 | 0.03% | 4,857 | 4,857 | — | $21.44万 | 新建仓 |
| V | VISA INC | $21.34万 | 0.03% | 706 | -2,090 | -74.7% | -$63.17万 | 减仓 |
| HD | HOME DEPOT INC | $21.28万 | 0.03% | 647 | -658 | -50.4% | -$21.64万 | 减仓 |