PLANNING DIRECTIONS INC
GLEN MILLS PA · SEC CIK 0000821103
$1.98亿2026Q1 申报市值
106持仓数
56.6%前十大占比 · 第一大 11.3%
9 / 3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
IVE 新建仓+$2,237.38万
JPIE 新建仓+$1,059.30万
ISTB 新建仓+$463.44万
UITB 加仓+$84.01万
IWD 新建仓+$58.90万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$2,637.29万
BSV 减仓-$1,025.84万
SHYG 减仓-$401.05万
IJR 减仓-$273.52万
VCSH 减仓-$88.42万
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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $2,237.38万 | 11.32% | 105,962 | 105,962 | — | $2,237.38万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,488.13万 | 7.53% | 485,048 | -859,612 | -63.9% | -$2,637.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,484.12万 | 7.51% | 69,009 | 949 | 1.4% | $20.41万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,404.35万 | 7.11% | 298,691 | 17,867 | 6.4% | $84.01万 | 加仓 |
| AAPL | APPLE INC | $1,087.36万 | 5.50% | 42,845 | 232 | 0.5% | $5.89万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,059.30万 | 5.36% | 229,934 | 229,934 | — | $1,059.30万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $643.23万 | 3.26% | 44,376 | 1,189 | 2.8% | $17.23万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $640.71万 | 3.24% | 81,713 | -130,830 | -61.6% | -$1,025.84万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $600.14万 | 3.04% | 119,909 | 6,363 | 5.6% | $31.85万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $533.69万 | 2.70% | 38,584 | -1,393 | -3.5% | -$19.27万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $532.47万 | 2.69% | 20,690 | 555 | 2.8% | $14.28万 | 加仓 |
| IJR | ISHARES TR | $467.84万 | 2.37% | 37,635 | -22,003 | -36.9% | -$273.52万 | 减仓 |
| ISTB | ISHARES TR | $463.44万 | 2.35% | 95,634 | 95,634 | — | $463.44万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $447.29万 | 2.26% | 10,240 | -421 | -3.9% | -$18.39万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $419.01万 | 2.12% | 52,859 | -11,154 | -17.4% | -$88.42万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $350.93万 | 1.78% | 61,915 | 5,779 | 10.3% | $32.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $276.31万 | 1.40% | 15,844 | 363 | 2.3% | $6.33万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $273.11万 | 1.38% | 49,190 | 3,723 | 8.2% | $20.67万 | 加仓 |
| SDY | SPDR SERIES TRUST | $260.83万 | 1.32% | 17,873 | -118 | -0.7% | -$1.72万 | 减仓 |
| IUSG | ISHARES TR | $230.52万 | 1.17% | 14,862 | -132 | -0.9% | -$2.05万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $212.33万 | 1.07% | 41,769 | 9,499 | 29.4% | $48.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $198.37万 | 1.00% | 10,110 | 933 | 10.2% | $18.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $182.36万 | 0.92% | 6,350 | -787 | -11.0% | -$22.60万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $149.11万 | 0.75% | 19,687 | 2,214 | 12.7% | $16.77万 | 加仓 |
| SHYG | ISHARES TR | $145.80万 | 0.74% | 34,459 | -94,789 | -73.3% | -$401.05万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $139.33万 | 0.71% | 2,332 | -31 | -1.3% | -$1.85万 | 减仓 |
| ACWV | ISHARES INC | $136.31万 | 0.69% | 11,406 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $135.96万 | 0.69% | 6,528 | -61 | -0.9% | -$1.27万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $133.38万 | 0.67% | 6,139 | -431 | -6.6% | -$9.36万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $128.61万 | 0.65% | 15,687 | 6 | 0.0% | $492 | 加仓 |
| MSFT | MICROSOFT CORP | $127.75万 | 0.65% | 3,451 | 566 | 19.6% | $20.95万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $127.56万 | 0.65% | 6,922 | -201 | -2.8% | -$3.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $111.30万 | 0.56% | 3,256 | 3 | 0.1% | $1,025 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $100.31万 | 0.51% | 20,066 | 177 | 0.9% | $8,848 | 加仓 |
| IYJ | ISHARES TR | $99.91万 | 0.51% | 6,771 | -169 | -2.4% | -$2.49万 | 减仓 |
| VHT | VANGUARD WORLD FD | $81.50万 | 0.41% | 2,993 | -77 | -2.5% | -$2.10万 | 减仓 |
| XAR | SPDR SERIES TRUST | $80.56万 | 0.41% | 3,172 | 25 | 0.8% | $6,350 | 加仓 |
| VB | VANGUARD INDEX FDS | $74.64万 | 0.38% | 2,850 | -106 | -3.6% | -$2.78万 | 减仓 |
| WMT | WALMART INC | $73.29万 | 0.37% | 5,897 | 310 | 5.5% | $3.85万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $72.60万 | 0.37% | 8,773 | 2,380 | 37.2% | $19.70万 | 加仓 |
| ITA | ISHARES TR | $71.35万 | 0.36% | 3,262 | 1,510 | 86.2% | $33.03万 | 加仓 |
| — | EXXON MOBIL CORP | $71.18万 | 0.36% | 4,196 | -8 | -0.2% | -$1,357 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $71.13万 | 0.36% | 2,547 | 274 | 12.1% | $7.65万 | 加仓 |
| COHR | COHERENT CORP | $69.08万 | 0.35% | 2,900 | 100 | 3.6% | $2.38万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $63.75万 | 0.32% | 21,610 | -1,492 | -6.5% | -$4.40万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $63.06万 | 0.32% | 12,640 | -5,911 | -31.9% | -$29.49万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $61.60万 | 0.31% | 3,528 | 100 | 2.9% | $1.75万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $59.26万 | 0.30% | 12,914 | 450 | 3.6% | $2.07万 | 加仓 |
| IWD | ISHARES TR | $58.90万 | 0.30% | 2,756 | 2,756 | — | $58.90万 | 新建仓 |
| IYH | ISHARES TR | $54.19万 | 0.27% | 8,792 | -1,212 | -12.1% | -$7.47万 | 减仓 |
| GOOGL | ALPHABET INC | $48.46万 | 0.25% | 1,685 | -50 | -2.9% | -$1.44万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $47.48万 | 0.24% | 6,158 | 6 | 0.1% | $463 | 加仓 |
| USMV | ISHARES TR | $43.87万 | 0.22% | 4,730 | -92 | -1.9% | -$8,533 | 减仓 |
| MCD | MCDONALDS CORP | $42.98万 | 0.22% | 1,383 | -24 | -1.7% | -$7,459 | 减仓 |
| WSFS | WSFS FINL CORP | $42.71万 | 0.22% | 6,525 | 330 | 5.3% | $2.16万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $42.17万 | 0.21% | 8,966 | -64 | -0.7% | -$3,010 | 减仓 |
| VBK | VANGUARD INDEX FDS | $41.04万 | 0.21% | 1,358 | 26 | 2.0% | $7,858 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.73万 | 0.21% | 626 | -36 | -5.4% | -$2.34万 | 减仓 |
| DE | DEERE & CO | $40.34万 | 0.20% | 716 | 2 | 0.3% | $1,127 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $40.18万 | 0.20% | 2,448 | 10 | 0.4% | $1,642 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $39.62万 | 0.20% | 4,479 | 1,826 | 68.8% | $16.15万 | 加仓 |
| IWS | ISHARES TR | $39.53万 | 0.20% | 2,712 | 168 | 6.6% | $2.45万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $38.69万 | 0.20% | 13,305 | 12 | 0.1% | $349 | 加仓 |
| IYC | ISHARES TR | $38.60万 | 0.20% | 3,982 | 4 | 0.1% | $388 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.46万 | 0.19% | 7,115 | 2,033 | 40.0% | $10.99万 | 加仓 |
| MGK | VANGUARD WORLD FD | $37.87万 | 0.19% | 1,031 | 140 | 15.7% | $5.14万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $36.29万 | 0.18% | 7,290 | 11 | 0.2% | $548 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.65万 | 0.18% | 744 | 220 | 42.0% | $10.54万 | 加仓 |
| PAVE | GLOBAL X FDS | $35.53万 | 0.18% | 6,992 | -35 | -0.5% | -$1,778 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $34.47万 | 0.17% | 2,150 | -20 | -0.9% | -$3,206 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $33.85万 | 0.17% | 6,692 | -243 | -3.5% | -$1.23万 | 减仓 |
| CAT | CATERPILLAR INC | $33.42万 | 0.17% | 472 | 1 | 0.2% | $708 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.35万 | 0.17% | 335 | 1 | 0.3% | $995 | 加仓 |
| IYW | ISHARES TR | $33.19万 | 0.17% | 1,830 | -781 | -29.9% | -$14.17万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.45万 | 0.16% | 2,124 | 62 | 3.0% | $9,181 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $29.97万 | 0.15% | 1,809 | 1,809 | — | $29.97万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $29.15万 | 0.15% | 3,777 | 25 | 0.7% | $1,929 | 加仓 |
| BA | BOEING CO | $28.97万 | 0.15% | 1,455 | 0 | 0.0% | — | 不变 |
| FIGB | FIDELITY MERRIMACK STR TR | $28.61万 | 0.14% | 6,646 | 68 | 1.0% | $2,927 | 加仓 |
| NEE | NEXTERA ENERGY INC | $28.58万 | 0.14% | 3,077 | 18 | 0.6% | $1,672 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $28.41万 | 0.14% | 5,144 | 41 | 0.8% | $2,265 | 加仓 |
| LOW | LOWES COS INC | $28.26万 | 0.14% | 1,196 | 5 | 0.4% | $1,182 | 加仓 |
| — | ROUNDHILL ETF TRUST | $28.06万 | 0.14% | 5,752 | 1,504 | 35.4% | $7.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.84万 | 0.14% | 1,903 | 428 | 29.0% | $6.26万 | 加仓 |
| HD | HOME DEPOT INC | $27.76万 | 0.14% | 844 | -105 | -11.1% | -$3.45万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $26.39万 | 0.13% | 558 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $26.26万 | 0.13% | 3,742 | 191 | 5.4% | $1.34万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $25.92万 | 0.13% | 903 | 4 | 0.4% | $1,148 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.61万 | 0.13% | 1,056 | 6 | 0.6% | $1,455 | 加仓 |
| ITOT | ISHARES TR | $25.58万 | 0.13% | 1,796 | -103 | -5.4% | -$1.47万 | 减仓 |
| PEP | PEPSICO INC | $25.03万 | 0.13% | 1,612 | 25 | 1.6% | $3,882 | 加仓 |
| IJH | ISHARES TR | $22.51万 | 0.11% | 3,333 | 3,333 | — | $22.51万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $22.50万 | 0.11% | 1,558 | -50 | -3.1% | -$7,222 | 减仓 |
| EFAV | ISHARES TR | $22.18万 | 0.11% | 2,428 | -411 | -14.5% | -$3.76万 | 减仓 |
| VGT | VANGUARD WORLD FD | $21.98万 | 0.11% | 315 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC | $21.76万 | 0.11% | 4,374 | 44 | 1.0% | $2,189 | 加仓 |
| EXC | EXELON CORP | $21.67万 | 0.11% | 4,420 | 4,420 | — | $21.67万 | 新建仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $21.63万 | 0.11% | 4,145 | 42 | 1.0% | $2,192 | 加仓 |
| ACNB | ACNB CORP | $21.22万 | 0.11% | 4,433 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $21.11万 | 0.11% | 2,602 | -292 | -10.1% | -$2.37万 | 减仓 |