Spectrum Planning & Advisory Services Inc.
SAN DIEGO CA · SEC CIK 0001725394
$2.02亿2026Q1 申报市值
114持仓数
43.2%前十大占比 · 第一大 7.1%
12 / 10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
CORO 新建仓+$759.93万
BLCV 新建仓+$744.73万
VUSB 新建仓+$707.05万
MINT 新建仓+$594.50万
GOVT 加仓+$294.85万
2026Q1 卖出最多 按季末市值估算
BLACKROCK ETF TR 清仓-$798.15万
IEMG 减仓-$268.27万
EFV 减仓-$255.16万
BLACKROCK ETF TR 减仓-$243.33万
JPST 减仓-$167.59万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMB | SPDR SERIES TRUST | $287.54万 | 1.42% | 128,424 | 5,145 | 4.2% | $11.52万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $290.16万 | 1.44% | 55,874 | -8,631 | -13.4% | -$44.82万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $298.20万 | 1.48% | 82,330 | 3,770 | 4.8% | $13.65万 | 加仓 |
| WWD | WOODWARD INC | $301.30万 | 1.49% | 8,418 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $306.88万 | 1.52% | 35,400 | 8,863 | 33.4% | $76.83万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $326.33万 | 1.61% | 43,137 | 37,833 | 713.3% | $286.21万 | 加仓 |
| GOVT | ISHARES TR | $331.18万 | 1.64% | 144,555 | 128,700 | 811.7% | $294.85万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $343.26万 | 1.70% | 104,177 | 6,054 | 6.2% | $19.95万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $349.91万 | 1.73% | 150,695 | -6,832 | -4.3% | -$15.86万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $377.98万 | 1.87% | 33,715 | 2,094 | 6.6% | $23.48万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $484.42万 | 2.40% | 96,518 | -2,424 | -2.4% | -$12.17万 | 减仓 |
| QUAL | ISHARES TR | $495.35万 | 2.45% | 25,825 | -631 | -2.4% | -$12.10万 | 减仓 |
| OEF | ISHARES TR | $516.91万 | 2.56% | 16,251 | -565 | -3.4% | -$17.97万 | 减仓 |
| EFV | ISHARES TR | $537.71万 | 2.66% | 72,321 | -34,318 | -32.2% | -$255.16万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $573.11万 | 2.84% | 74,877 | 3,098 | 4.3% | $23.71万 | 加仓 |
| IEMG | ISHARES INC | $579.98万 | 2.87% | 83,151 | -38,462 | -31.6% | -$268.27万 | 减仓 |
| MINT | PIMCO ETF TR | $594.50万 | 2.94% | 59,113 | 59,113 | — | $594.50万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $707.05万 | 3.50% | 142,021 | 142,021 | — | $707.05万 | 新建仓 |
| BLCV | BLACKROCK ETF TRUST | $744.73万 | 3.69% | 206,208 | 206,208 | — | $744.73万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $759.93万 | 3.76% | 236,349 | 236,349 | — | $759.93万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $767.73万 | 3.80% | 131,958 | -21,160 | -13.8% | -$123.11万 | 减仓 |
| IVW | ISHARES TR | $791.45万 | 3.92% | 69,972 | 2,053 | 3.0% | $23.22万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,112.22万 | 5.50% | 219,764 | -33,114 | -13.1% | -$167.59万 | 减仓 |
| SGOV | ISHARES TR | $1,232.88万 | 6.10% | 122,479 | -8,005 | -6.1% | -$80.58万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,429.20万 | 7.07% | 155,958 | -9,150 | -5.5% | -$83.85万 | 减仓 |