Franklin, Parlapiano, Turner & Welch, LLC
HOUSTON TX · SEC CIK 0001707856
$4.42亿2026Q2 申报市值
55持仓数
64.1%前十大占比 · 第一大 16.8%
3 / 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
VEA 加仓+$1,706.12万
XOM 新建仓+$981.91万
SYK 新建仓+$748.56万
CHKP 加仓+$56.59万
COP 加仓+$38.25万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,088.78万
BDX 清仓-$732.82万
VOO 减仓-$228.30万
IWB 减仓-$49.10万
JNJ 减仓-$39.60万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $7,437.49万 | 16.82% | 108,290 | -3,324 | -3.0% | -$228.30万 | 减仓 |
| REZ | ISHARES FTSE NAREIT RESID PLUS CP IDX | $4,524.65万 | 10.23% | 477,843 | -490 | -0.1% | -$4.64万 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $3,763.12万 | 8.51% | 91,894 | -1,199 | -1.3% | -$49.10万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $3,750.48万 | 8.48% | 488,980 | -3,764 | -0.8% | -$28.87万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,619.94万 | 8.19% | 508,061 | 239,455 | 89.1% | $1,706.12万 | 加仓 |
| HUBB | HUBBELL INC COM | $1,100.43万 | 2.49% | 21,032 | -435 | -2.0% | -$22.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,099.33万 | 2.49% | 43,284 | -1,559 | -3.5% | -$39.60万 | 减仓 |
| RTX | RTX CORPORATION COM | $1,076.01万 | 2.43% | 56,711 | -908 | -1.6% | -$17.23万 | 减仓 |
| NVS | NOVARTIS AG ADR | $993.84万 | 2.25% | 63,414 | -1,678 | -2.6% | -$26.30万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $987.83万 | 2.23% | 60,610 | -1,368 | -2.2% | -$22.30万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $981.91万 | 2.22% | 71,818 | 71,818 | — | $981.91万 | 新建仓 |
| V | VISA INC | $959.84万 | 2.17% | 27,975 | -102 | -0.4% | -$3.50万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $935.20万 | 2.11% | 80,089 | -488 | -0.6% | -$5.70万 | 减仓 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $885.39万 | 2.00% | 74,252 | -251 | -0.3% | -$2.99万 | 减仓 |
| MSFT | MICROSOFT | $853.25万 | 1.93% | 22,873 | -21 | -0.1% | -$7,834 | 减仓 |
| PSA | PUBLIC STORAGE COM | $845.89万 | 1.91% | 26,573 | -186 | -0.7% | -$5.92万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $845.64万 | 1.91% | 28,843 | -121 | -0.4% | -$3.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $757.81万 | 1.71% | 51,677 | 1,280 | 2.5% | $18.77万 | 加仓 |
| SYK | STRYKER CORP | $748.56万 | 1.69% | 23,776 | 23,776 | — | $748.56万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC CL A | $717.38万 | 1.62% | 53,484 | 520 | 1.0% | $6.97万 | 加仓 |
| PEP | PEPSICO INC COM | $698.07万 | 1.58% | 51,555 | 13 | 0.0% | $1,760 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $691.13万 | 1.56% | 41,467 | 1,643 | 4.1% | $27.38万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $672.34万 | 1.52% | 85,942 | 1,098 | 1.3% | $8.59万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $589.02万 | 1.33% | 44,816 | 4,306 | 10.6% | $56.59万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $542.15万 | 1.23% | 7,239 | -125 | -1.7% | -$9.36万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $466.32万 | 1.05% | 44,855 | 3,679 | 8.9% | $38.25万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $455.22万 | 1.03% | 15,151 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE LTD BERMUDA CL A | $425.48万 | 0.96% | 34,191 | 2,737 | 8.7% | $34.06万 | 加仓 |
| PSX | PHILLIPS 66 | $408.35万 | 0.92% | 24,155 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $305.80万 | 0.69% | 10,568 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE CAP | $301.61万 | 0.68% | 8,770 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $264.02万 | 0.60% | 17,801 | -410 | -2.3% | -$6.08万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $197.82万 | 0.45% | 15,931 | 3 | 0.0% | $373 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $149.27万 | 0.34% | 14,369 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $107.40万 | 0.24% | 9,483 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL CAP ETF | $101.39万 | 0.23% | 3,345 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $96.84万 | 0.22% | 14,156 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $92.52万 | 0.21% | 4,624 | 0 | 0.0% | — | 不变 |
| GOOGL | GOOGLE INC | $90.77万 | 0.21% | 2,540 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $82.88万 | 0.19% | 8,595 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $71.25万 | 0.16% | 594 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY | $58.06万 | 0.13% | 503 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $55.36万 | 0.13% | 6,038 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $54.13万 | 0.12% | 2,151 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $53.24万 | 0.12% | 500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $42.02万 | 0.10% | 1,763 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $42.01万 | 0.09% | 1,124 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL WORLD EX-US ETF | $36.06万 | 0.08% | 2,337 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $36.00万 | 0.08% | 1,485 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $32.90万 | 0.07% | 280 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX US | $29.91万 | 0.07% | 3,930 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $24.26万 | 0.05% | 741 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $23.24万 | 0.05% | 400 | 400 | — | $23.24万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $22.49万 | 0.05% | 832 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $21.58万 | 0.05% | 289 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -72,329 | -100.0% | -$1,088.78万 | 清仓 |
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | -47,324 | -100.0% | -$732.82万 | 清仓 |
| CVX | CHEVRON CORPORATION COM | $0 | 0.00% | 0 | -1,114 | -100.0% | -$20.92万 | 清仓 |