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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -213,866 | -100.0% | -$798.15万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -13,486 | -100.0% | -$129.84万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -13,896 | -100.0% | -$73.48万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -7,903 | -100.0% | -$65.46万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,706 | -100.0% | -$48.94万 | 清仓 |
| LQDH | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,950 | -100.0% | -$46.21万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -881 | -100.0% | -$42.33万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $0 | 0.00% | 0 | -9,689 | -100.0% | -$27.19万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -4,663 | -100.0% | -$20.60万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DMXF | ISHARES TR | $0 | 0.00% | 0 | -2,687 | -100.0% | -$20.20万 | 清仓 |
| BFLY | BUTTERFLY NETWORK INC | $9.56万 | 0.05% | 23,670 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $17.05万 | 0.08% | 11,367 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $20.43万 | 0.10% | 313 | -21 | -6.3% | -$1.37万 | 减仓 |
| DIS | DISNEY WALT CO | $20.77万 | 0.10% | 2,155 | 11 | 0.5% | $1,060 | 加仓 |
| EUSB | ISHARES TR | $20.88万 | 0.10% | 4,800 | -153 | -3.1% | -$6,656 | 减仓 |
| SLV | ISHARES SILVER TR | $20.97万 | 0.10% | 3,078 | -7,506 | -70.9% | -$51.15万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $21.02万 | 0.10% | 3,590 | -12,625 | -77.9% | -$73.91万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $21.18万 | 0.10% | 7,257 | -25,406 | -77.8% | -$74.13万 | 减仓 |
| LLY | ELI LILLY & CO | $21.58万 | 0.11% | 235 | 1 | 0.4% | $918 | 加仓 |
| GE | GE AEROSPACE | $21.63万 | 0.11% | 762 | 1 | 0.1% | $284 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $21.95万 | 0.11% | 671 | 671 | — | $21.95万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.19万 | 0.11% | 1,585 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.15万 | 0.12% | 2,007 | -260 | -11.5% | -$3.13万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $24.35万 | 0.12% | 1,321 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.51万 | 0.12% | 1,697 | -42 | -2.4% | -$6,067 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.18万 | 0.12% | 1,039 | 51 | 5.2% | $1.24万 | 加仓 |
| GOOGL | ALPHABET INC | $25.58万 | 0.13% | 889 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $25.58万 | 0.13% | 1,236 | 1,236 | — | $25.58万 | 新建仓 |
| GOOG | ALPHABET INC | $26.00万 | 0.13% | 906 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $26.23万 | 0.13% | 5,060 | 5,060 | — | $26.23万 | 新建仓 |
| TFLO | ISHARES TR | $26.73万 | 0.13% | 5,280 | -2,900 | -35.5% | -$14.68万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $27.15万 | 0.13% | 4,584 | 3 | 0.1% | $178 | 加仓 |
| — | HONEYWELL INTL INC | $27.15万 | 0.13% | 1,201 | -75 | -5.9% | -$1.70万 | 减仓 |
| ICSH | ISHARES TR | $27.72万 | 0.14% | 5,477 | 5,477 | — | $27.72万 | 新建仓 |
| SYSB | ISHARES TR | $29.53万 | 0.15% | 3,318 | 634 | 23.6% | $5.64万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $30.66万 | 0.15% | 8,650 | 8,650 | — | $30.66万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $30.86万 | 0.15% | 73 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $31.17万 | 0.15% | 848 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $31.20万 | 0.15% | 1,671 | -31 | -1.8% | -$5,788 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $31.24万 | 0.15% | 1,071 | 6 | 0.6% | $1,750 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $31.55万 | 0.16% | 1,291 | 19 | 1.5% | $4,643 | 加仓 |
| ESGU | ISHARES TR | $31.89万 | 0.16% | 2,255 | -127 | -5.3% | -$1.80万 | 减仓 |
| AMGN | AMGEN INC | $32.24万 | 0.16% | 916 | -75 | -7.6% | -$2.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $33.12万 | 0.16% | 1,032 | 3 | 0.3% | $963 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $33.36万 | 0.17% | 1,041 | -17 | -1.6% | -$5,448 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $33.94万 | 0.17% | 1,122 | 50 | 4.7% | $1.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.31万 | 0.17% | 528 | 1 | 0.2% | $650 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $35.00万 | 0.17% | 1,190 | 121 | 11.3% | $3.56万 | 加仓 |
| BA | BOEING CO | $35.71万 | 0.18% | 1,794 | 72 | 4.2% | $1.43万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $36.06万 | 0.18% | 7,462 | -273 | -3.5% | -$1.32万 | 减仓 |
| — | BLACKROCK ETF TRUST | $36.49万 | 0.18% | 3,668 | 3,668 | — | $36.49万 | 新建仓 |
| USXF | ISHARES TR | $37.65万 | 0.19% | 6,820 | -370 | -5.1% | -$2.04万 | 减仓 |
| MCD | MCDONALDS CORP | $38.26万 | 0.19% | 1,231 | 9 | 0.7% | $2,797 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $38.38万 | 0.19% | 5,359 | 769 | 16.8% | $5.51万 | 加仓 |
| — | BLACKROCK ETF TRUST | $39.02万 | 0.19% | 12,711 | -79,266 | -86.2% | -$243.33万 | 减仓 |
| DSI | ISHARES TR | $39.74万 | 0.20% | 3,279 | -201 | -5.8% | -$2.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.64万 | 0.20% | 408 | -17 | -4.0% | -$1.69万 | 减仓 |
| EAGG | ISHARES TR | $40.92万 | 0.20% | 8,606 | -381 | -4.2% | -$1.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $42.49万 | 0.21% | 736 | 1 | 0.1% | $577 | 加仓 |
| HD | HOME DEPOT INC | $42.77万 | 0.21% | 1,300 | -37 | -2.8% | -$1.22万 | 减仓 |
| TSLA | TESLA INC | $42.83万 | 0.21% | 1,152 | -3 | -0.3% | -$1,115 | 减仓 |
| SUSC | ISHARES TR | $45.26万 | 0.22% | 19,561 | -1,069 | -5.2% | -$2.47万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.20万 | 0.23% | 1,744 | -22 | -1.2% | -$5,954 | 减仓 |
| EFG | ISHARES TR | $47.48万 | 0.23% | 4,263 | -1,135 | -21.0% | -$12.64万 | 减仓 |
| META | META PLATFORMS INC | $50.11万 | 0.25% | 876 | -2 | -0.2% | -$1,144 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $50.40万 | 0.25% | 9,239 | -1,025 | -10.0% | -$5.59万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $52.57万 | 0.26% | 11,670 | 5,155 | 79.1% | $23.22万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $54.07万 | 0.27% | 10,249 | -40 | -0.4% | -$2,110 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $54.75万 | 0.27% | 11,189 | 11,189 | — | $54.75万 | 新建仓 |
| COMT | ISHARES U S ETF TR | $55.89万 | 0.28% | 16,529 | 2,896 | 21.2% | $9.79万 | 加仓 |
| V | VISA INC | $57.30万 | 0.28% | 1,896 | 32 | 1.7% | $9,670 | 加仓 |
| CAT | CATERPILLAR INC | $57.84万 | 0.29% | 816 | -37 | -4.3% | -$2.62万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $59.01万 | 0.29% | 8,413 | -489 | -5.5% | -$3.43万 | 减仓 |
| IYW | ISHARES TR | $59.51万 | 0.29% | 3,280 | -790 | -19.4% | -$14.33万 | 减仓 |
| HEFA | ISHARES TR | $61.81万 | 0.31% | 14,546 | -89 | -0.6% | -$3,782 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $62.71万 | 0.31% | 13,675 | 385 | 2.9% | $1.77万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $62.76万 | 0.31% | 13,379 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $63.87万 | 0.32% | 6,891 | 528 | 8.3% | $4.89万 | 加仓 |
| MBB | ISHARES TR | $64.93万 | 0.32% | 6,839 | -505 | -6.9% | -$4.79万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $74.57万 | 0.37% | 1,248 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $75.43万 | 0.37% | 16,524 | 472 | 2.9% | $2.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $76.73万 | 0.38% | 907 | 66 | 7.8% | $5.58万 | 加仓 |
| IVE | ISHARES TR | $90.19万 | 0.45% | 4,271 | -186 | -4.2% | -$3.93万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $90.21万 | 0.45% | 15,624 | 4 | 0.0% | $231 | 加仓 |
| NVDA | NVIDIA CORPORATION | $105.10万 | 0.52% | 6,026 | -1,877 | -23.8% | -$32.74万 | 减仓 |
| IAU | ISHARES GOLD TR | $110.53万 | 0.55% | 12,537 | -18,902 | -60.1% | -$166.64万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $110.84万 | 0.55% | 3,350 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $115.53万 | 0.57% | 14,688 | -4,811 | -24.7% | -$37.84万 | 减仓 |
| AAPL | APPLE INC | $133.04万 | 0.66% | 5,242 | -96 | -1.8% | -$2.44万 | 减仓 |
| IUSB | ISHARES TR | $153.30万 | 0.76% | 33,189 | -1,528 | -4.4% | -$7.06万 | 减仓 |
| IDV | ISHARES TR | $159.20万 | 0.79% | 37,406 | 5,380 | 16.8% | $22.90万 | 加仓 |
| TLH | ISHARES TR | $175.77万 | 0.87% | 17,452 | -1,344 | -7.2% | -$13.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $208.40万 | 1.03% | 4,349 | 185 | 4.4% | $8.87万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $217.52万 | 1.08% | 45,269 | 12,089 | 36.4% | $58.09万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $224.49万 | 1.11% | 54,673 | 54,673 | — | $224.49万 | 新建仓 |
| MSFT | MICROSOFT CORP | $240.01万 | 1.19% | 6,484 | 181 | 2.9% | $6.70万 | 加仓 |
| SHLD | GLOBAL X FDS | $247.54万 | 1.23% | 34,944 | 11,247 | 47.5% | $79.67万 | 加仓 |
| AMZN | AMAZON COM INC | $257.13万 | 1.27% | 12,346 | 863 | 7.5% | $17.97万 | 加仓 |
| ICVT | ISHARES TR | $282.06万 | 1.40% | 27,710 | -1,417 | -4.9% | -$14.42万 | 减仓 |