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 |
|---|---|---|---|---|---|---|---|---|
| ISTB | ISHARES TR | $510.42万 | 2.36% | 105,786 | 10,152 | 10.6% | $48.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $519.76万 | 2.41% | 60,338 | -1,102 | -1.8% | -$9.49万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $553.58万 | 2.56% | 110,473 | -9,436 | -7.9% | -$47.28万 | 减仓 |
| IJR | ISHARES TR | $572.68万 | 2.65% | 38,614 | 979 | 2.6% | $14.52万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $603.25万 | 2.79% | 38,436 | -148 | -0.4% | -$2.32万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $675.08万 | 3.13% | 22,040 | 1,350 | 6.5% | $41.35万 | 加仓 |
| MGV | VANGUARD WORLD FD | $680.58万 | 3.15% | 41,638 | -2,738 | -6.2% | -$44.75万 | 减仓 |
| AAPL | APPLE INC | $979.67万 | 4.54% | 33,856 | -8,989 | -21.0% | -$260.11万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $1,423.34万 | 6.59% | 303,886 | 5,195 | 1.7% | $24.33万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,456.47万 | 6.75% | 459,308 | -25,740 | -5.3% | -$81.62万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,541.96万 | 7.14% | 334,845 | 104,911 | 45.6% | $483.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,607.71万 | 7.45% | 67,945 | -1,064 | -1.5% | -$25.18万 | 减仓 |
| IVE | ISHARES TR | $2,615.09万 | 12.11% | 115,172 | 9,210 | 8.7% | $209.12万 | 加仓 |