Spectrum Planning & Advisory Services Inc.
SAN DIEGO CA · SEC CIK 0001725394
$2.23亿2026Q2 申报市值
120持仓数
47.3%前十大占比 · 第一大 7.0%
17 / 12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
SPYM 加仓+$901.34万
IALT 新建仓+$323.43万
GOVT 加仓+$231.50万
VUSB 加仓+$184.19万
MINT 加仓+$176.62万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$413.95万
EFV 减仓-$326.76万
IEMG 减仓-$269.94万
BLCV 减仓-$161.02万
SPMO 减仓-$160.76万
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 |
|---|---|---|---|---|---|---|---|---|
| TLH | ISHARES TR | $173.56万 | 0.78% | 17,295 | -157 | -0.9% | -$1.58万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $225.93万 | 1.01% | 46,652 | 1,383 | 3.1% | $6.70万 | 加仓 |
| EFV | ISHARES TR | $226.84万 | 1.02% | 29,634 | -42,687 | -59.0% | -$326.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $232.01万 | 1.04% | 6,220 | -264 | -4.1% | -$9.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $253.90万 | 1.14% | 5,074 | 725 | 16.7% | $36.28万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $264.33万 | 1.18% | 61,315 | -21,015 | -25.5% | -$90.60万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $275.36万 | 1.23% | 52,610 | -3,264 | -5.8% | -$17.08万 | 减仓 |
| SHLD | GLOBAL X FDS | $284.44万 | 1.27% | 47,637 | 12,693 | 36.3% | $75.79万 | 加仓 |
| AMZN | AMAZON COM INC | $285.13万 | 1.28% | 11,963 | -383 | -3.1% | -$9.13万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $288.61万 | 1.29% | 57,298 | 2,625 | 4.8% | $13.22万 | 加仓 |
| ICVT | ISHARES TR | $311.18万 | 1.39% | 25,561 | -2,149 | -7.8% | -$26.16万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $318.72万 | 1.43% | 142,862 | 14,438 | 11.2% | $32.21万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $323.43万 | 1.45% | 115,305 | 115,305 | — | $323.43万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $342.26万 | 1.53% | 147,971 | -2,724 | -1.8% | -$6.30万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $348.26万 | 1.56% | 46,017 | 2,880 | 6.7% | $21.80万 | 加仓 |
| WWD | WOODWARD INC | $354.73万 | 1.59% | 8,338 | -80 | -1.0% | -$3.40万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $383.87万 | 1.72% | 23,763 | -9,952 | -29.5% | -$160.76万 | 减仓 |
| IEMG | ISHARES INC | $418.89万 | 1.87% | 50,566 | -32,585 | -39.2% | -$269.94万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $447.07万 | 2.00% | 84,801 | -19,376 | -18.6% | -$102.15万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $510.33万 | 2.28% | 101,406 | 4,888 | 5.1% | $24.60万 | 加仓 |
| GOVT | ISHARES TR | $560.80万 | 2.51% | 246,181 | 101,626 | 70.3% | $231.50万 | 加仓 |
| OEF | ISHARES TR | $587.18万 | 2.63% | 16,049 | -202 | -1.2% | -$7.39万 | 减仓 |
| BLCV | BLACKROCK ETF TRUST | $690.83万 | 3.09% | 167,230 | -38,978 | -18.9% | -$161.02万 | 减仓 |
| MINT | PIMCO ETF TR | $772.54万 | 3.46% | 76,633 | 17,520 | 29.6% | $176.62万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $891.17万 | 3.99% | 179,021 | 37,000 | 26.1% | $184.19万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $911.38万 | 4.08% | 134,007 | 2,049 | 1.6% | $13.94万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $929.00万 | 4.16% | 253,825 | 17,476 | 7.4% | $63.96万 | 加仓 |
| IVW | ISHARES TR | $969.09万 | 4.34% | 70,464 | 492 | 0.7% | $6.77万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,120.01万 | 5.01% | 221,477 | 1,713 | 0.8% | $8.66万 | 加仓 |
| SGOV | ISHARES TR | $1,285.38万 | 5.75% | 127,682 | 5,203 | 4.2% | $52.38万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,448.54万 | 6.48% | 158,068 | 2,110 | 1.4% | $19.34万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,559.36万 | 6.98% | 177,442 | 102,565 | 137.0% | $901.34万 | 加仓 |