PLANNING DIRECTIONS INC
GLEN MILLS PA · SEC CIK 0000821103
$2.16亿2026Q2 申报市值
110持仓数
56.3%前十大占比 · 第一大 12.1%
6 / 3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
JPIE 加仓+$483.12万
IVE 加仓+$209.12万
VGT 加仓+$56.03万
ISTB 加仓+$48.98万
ALAB 新建仓+$42.26万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$260.11万
BSV 减仓-$156.44万
NVDA 减仓-$105.63万
SCHD 减仓-$81.62万
FLDR 减仓-$47.28万
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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $0 | 0.00% | 0 | -1,455 | -100.0% | -$28.97万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -3,742 | -100.0% | -$26.26万 | 清仓 |
| TBUX | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -4,374 | -100.0% | -$21.76万 | 清仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $5.23万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| CRMD | CORMEDIX INC | $15.70万 | 0.07% | 20,000 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $19.09万 | 0.09% | 17,516 | 35 | 0.2% | $382 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $20.27万 | 0.09% | 798 | -52 | -6.1% | -$1.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $20.29万 | 0.09% | 1,384 | -174 | -11.2% | -$2.55万 | 减仓 |
| EXC | EXELON CORP | $20.62万 | 0.10% | 4,422 | 2 | 0.0% | $93 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.70万 | 0.10% | 2,905 | 2,905 | — | $20.70万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.81万 | 0.10% | 222 | -113 | -33.7% | -$10.59万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $21.21万 | 0.10% | 2,614 | 12 | 0.5% | $974 | 加仓 |
| EFAV | ISHARES TR | $21.70万 | 0.10% | 2,474 | 46 | 1.9% | $4,035 | 加仓 |
| HCA | HCA HEALTHCARE INC | $21.74万 | 0.10% | 558 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $22.01万 | 0.10% | 1,626 | 14 | 0.9% | $1,895 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $22.70万 | 0.11% | 671 | 671 | — | $22.70万 | 新建仓 |
| NULG | NUSHARES ETF TR | $22.75万 | 0.11% | 1,943 | 1,943 | — | $22.75万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $23.30万 | 0.11% | 712 | 4 | 0.6% | $1,309 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.41万 | 0.12% | 2,178 | 275 | 14.5% | $3.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.07万 | 0.12% | 927 | -129 | -12.2% | -$3.63万 | 减仓 |
| ACNB | ACNB CORP | $26.32万 | 0.12% | 4,433 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $26.50万 | 0.12% | 1,202 | 6 | 0.5% | $1,323 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $27.02万 | 0.13% | 5,609 | -3,357 | -37.4% | -$16.17万 | 减仓 |
| IVV | ISHARES TR | $27.83万 | 0.13% | 372 | -17 | -4.4% | -$1.27万 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $28.53万 | 0.13% | 907 | 4 | 0.4% | $1,258 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $28.75万 | 0.13% | 6,712 | 66 | 1.0% | $2,827 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $28.79万 | 0.13% | 3,572 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $29.19万 | 0.14% | 3,786 | 453 | 13.6% | $3.49万 | 加仓 |
| ITOT | ISHARES TR | $29.58万 | 0.14% | 1,800 | 4 | 0.2% | $657 | 加仓 |
| NEE | NEXTERA ENERGY INC | $29.70万 | 0.14% | 3,384 | 307 | 10.0% | $2.69万 | 加仓 |
| HD | HOME DEPOT INC | $29.79万 | 0.14% | 845 | 1 | 0.1% | $353 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $29.98万 | 0.14% | 3,909 | 132 | 3.5% | $1.01万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.17万 | 0.15% | 1,080 | 1,080 | — | $32.17万 | 新建仓 |
| — | ROUNDHILL ETF TRUST | $32.48万 | 0.15% | 6,077 | 325 | 5.7% | $1.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $33.59万 | 0.16% | 775 | 775 | — | $33.59万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $33.77万 | 0.16% | 2,137 | 13 | 0.6% | $2,054 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $34.26万 | 0.16% | 6,768 | 76 | 1.1% | $3,847 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $34.49万 | 0.16% | 1,952 | 143 | 7.9% | $2.53万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $35.31万 | 0.16% | 5,857 | 713 | 13.9% | $4.30万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $35.86万 | 0.17% | 6,871 | 2,726 | 65.8% | $14.23万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.23万 | 0.17% | 744 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $37.55万 | 0.17% | 1,389 | 6 | 0.4% | $1,622 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $38.39万 | 0.18% | 7,713 | 423 | 5.8% | $2.11万 | 加仓 |
| USMV | ISHARES TR | $39.10万 | 0.18% | 4,053 | -677 | -14.3% | -$6.53万 | 减仓 |
| IYC | ISHARES TR | $40.31万 | 0.19% | 3,987 | 5 | 0.1% | $506 | 加仓 |
| PAVE | GLOBAL X FDS | $41.20万 | 0.19% | 6,992 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $42.26万 | 0.20% | 875 | 875 | — | $42.26万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $43.40万 | 0.20% | 12,011 | -1,294 | -9.7% | -$4.68万 | 减仓 |
| MGK | VANGUARD WORLD FD | $44.48万 | 0.21% | 5,060 | -95 | -1.8% | -$8,351 | 减仓 |
| IYW | ISHARES TR | $45.05万 | 0.21% | 1,786 | -44 | -2.4% | -$1.11万 | 减仓 |
| DE | DEERE & CO | $45.55万 | 0.21% | 718 | 2 | 0.3% | $1,269 | 加仓 |
| IWS | ISHARES TR | $45.94万 | 0.21% | 2,791 | 79 | 2.9% | $1.30万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.79万 | 0.22% | 627 | 1 | 0.2% | $746 | 加仓 |
| VXUS | VANGUARD STAR FDS | $46.92万 | 0.22% | 5,488 | -670 | -10.9% | -$5.73万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $49.05万 | 0.23% | 1,341 | -17 | -1.3% | -$6,218 | 减仓 |
| WSFS | WSFS FINL CORP | $50.21万 | 0.23% | 6,544 | 19 | 0.3% | $1,458 | 加仓 |
| CAT | CATERPILLAR INC | $50.31万 | 0.23% | 472 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $51.53万 | 0.24% | 17,188 | -4,422 | -20.5% | -$13.26万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $51.58万 | 0.24% | 3,528 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.77万 | 0.24% | 8,673 | 1,558 | 21.9% | $9.30万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.24万 | 0.24% | 2,103 | -444 | -17.4% | -$11.03万 | 减仓 |
| IYH | ISHARES TR | $55.94万 | 0.26% | 8,348 | -444 | -5.1% | -$2.98万 | 减仓 |
| — | EXXON MOBIL CORP | $57.39万 | 0.27% | 4,198 | 2 | 0.0% | $273 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $59.53万 | 0.28% | 13,130 | 216 | 1.7% | $9,794 | 加仓 |
| GOOGL | ALPHABET INC | $60.97万 | 0.28% | 1,706 | 21 | 1.2% | $7,505 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $64.47万 | 0.30% | 12,746 | 106 | 0.8% | $5,362 | 加仓 |
| WMT | WALMART INC | $67.02万 | 0.31% | 5,917 | 20 | 0.3% | $2,265 | 加仓 |
| IWD | ISHARES TR | $71.02万 | 0.33% | 2,930 | 174 | 6.3% | $4.22万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $72.51万 | 0.34% | 7,765 | 3,286 | 73.4% | $30.69万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $73.32万 | 0.34% | 2,150 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $73.40万 | 0.34% | 8,881 | 108 | 1.2% | $8,927 | 加仓 |
| VHT | VANGUARD WORLD FD | $78.29万 | 0.36% | 2,618 | -375 | -12.5% | -$11.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $78.54万 | 0.36% | 2,591 | -259 | -9.1% | -$7.85万 | 减仓 |
| ITA | ISHARES TR | $81.15万 | 0.38% | 3,347 | 85 | 2.6% | $2.06万 | 加仓 |
| VGT | VANGUARD WORLD FD | $86.15万 | 0.40% | 7,208 | 4,688 | 186.0% | $56.03万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $102.58万 | 0.48% | 20,250 | 184 | 0.9% | $9,321 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $103.78万 | 0.48% | 2,405 | -43 | -1.8% | -$1.86万 | 减仓 |
| XAR | SPDR SERIES TRUST | $105.17万 | 0.49% | 3,706 | 534 | 16.8% | $15.15万 | 加仓 |
| IYJ | ISHARES TR | $109.11万 | 0.51% | 6,548 | -223 | -3.3% | -$3.72万 | 减仓 |
| COHR | COHERENT CORP | $114.40万 | 0.53% | 2,900 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $115.62万 | 0.54% | 1,683 | -649 | -27.8% | -$44.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $120.55万 | 0.56% | 3,232 | -219 | -6.3% | -$8.17万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $122.15万 | 0.57% | 14,704 | -983 | -6.3% | -$8.17万 | 减仓 |
| AMZN | AMAZON COM INC | $130.54万 | 0.60% | 5,477 | -1,051 | -16.1% | -$25.05万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $131.10万 | 0.61% | 6,635 | -287 | -4.1% | -$5.67万 | 减仓 |
| ACWV | ISHARES INC | $135.60万 | 0.63% | 11,278 | -128 | -1.1% | -$1.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $145.78万 | 0.68% | 5,999 | -140 | -2.3% | -$3.40万 | 减仓 |
| SHYG | ISHARES TR | $149.52万 | 0.69% | 35,255 | 796 | 2.3% | $3.38万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $157.69万 | 0.73% | 19,116 | -571 | -2.9% | -$4.71万 | 减仓 |
| VO | VANGUARD INDEX FDS | $176.98万 | 0.82% | 21,966 | -3,434 | -13.5% | -$27.67万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $206.10万 | 0.95% | 9,457 | -653 | -6.5% | -$14.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $211.40万 | 0.98% | 10,565 | -5,279 | -33.3% | -$105.63万 | 减仓 |
| AMAT | APPLIED MATLS INC | $235.64万 | 1.09% | 3,259 | 3 | 0.1% | $2,169 | 加仓 |
| NEAR | ISHARES U S ETF TR | $236.61万 | 1.10% | 46,706 | 4,937 | 11.8% | $25.01万 | 加仓 |
| IUSG | ISHARES TR | $273.84万 | 1.27% | 14,559 | -303 | -2.0% | -$5.70万 | 减仓 |
| SDY | SPDR SERIES TRUST | $284.79万 | 1.32% | 18,714 | 841 | 4.7% | $12.80万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $338.67万 | 1.57% | 55,104 | 5,914 | 12.0% | $36.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $379.81万 | 1.76% | 48,059 | -4,800 | -9.1% | -$37.93万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $389.96万 | 1.81% | 69,044 | 7,129 | 11.5% | $40.26万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $480.18万 | 2.22% | 61,633 | -20,080 | -24.6% | -$156.44万 | 减仓 |