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 |
|---|---|---|---|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | $24.35万 | 0.12% | 1,321 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.15万 | 0.12% | 2,007 | -260 | -11.5% | -$3.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.19万 | 0.11% | 1,585 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $21.95万 | 0.11% | 671 | 671 | — | $21.95万 | 新建仓 |
| GE | GE AEROSPACE | $21.63万 | 0.11% | 762 | 1 | 0.1% | $284 | 加仓 |
| LLY | ELI LILLY & CO | $21.58万 | 0.11% | 235 | 1 | 0.4% | $918 | 加仓 |
| SPTS | SPDR SERIES TRUST | $21.18万 | 0.10% | 7,257 | -25,406 | -77.8% | -$74.13万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $21.02万 | 0.10% | 3,590 | -12,625 | -77.9% | -$73.91万 | 减仓 |
| SLV | ISHARES SILVER TR | $20.97万 | 0.10% | 3,078 | -7,506 | -70.9% | -$51.15万 | 减仓 |
| EUSB | ISHARES TR | $20.88万 | 0.10% | 4,800 | -153 | -3.1% | -$6,656 | 减仓 |
| DIS | DISNEY WALT CO | $20.77万 | 0.10% | 2,155 | 11 | 0.5% | $1,060 | 加仓 |
| IVV | ISHARES TR | $20.43万 | 0.10% | 313 | -21 | -6.3% | -$1.37万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $17.05万 | 0.08% | 11,367 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $9.56万 | 0.05% | 23,670 | 0 | 0.0% | — | 不变 |
| — | 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 |