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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | $24.76万 | 0.11% | 4,850 | 4,850 | — | $24.76万 | 新建仓 |
| REMX | VANECK ETF TRUST | $24.22万 | 0.11% | 2,737 | 2,737 | — | $24.22万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $22.98万 | 0.10% | 667 | -374 | -35.9% | -$12.88万 | 减仓 |
| GEV | GE VERNOVA INC | $22.15万 | 0.10% | 188 | 188 | — | $22.15万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.74万 | 0.10% | 773 | -266 | -25.6% | -$7.48万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $21.38万 | 0.10% | 3,374 | 3,374 | — | $21.38万 | 新建仓 |
| BAC | BANK OF AMER CORP | $21.36万 | 0.10% | 3,749 | 30 | 0.8% | $1,709 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.13万 | 0.09% | 3,667 | 3,667 | — | $21.13万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $20.99万 | 0.09% | 636 | -435 | -40.6% | -$14.35万 | 减仓 |
| MCD | MCDONALDS CORP | $20.88万 | 0.09% | 773 | -458 | -37.2% | -$12.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $20.64万 | 0.09% | 2,396 | 2,396 | — | $20.64万 | 新建仓 |
| NVS | NOVARTIS AG | $20.55万 | 0.09% | 1,311 | 1,311 | — | $20.55万 | 新建仓 |
| CHYM | CHIME FINL INC | $20.48万 | 0.09% | 10,000 | 10,000 | — | $20.48万 | 新建仓 |
| AMGN | AMGEN INC | $20.22万 | 0.09% | 558 | -358 | -39.1% | -$12.97万 | 减仓 |
| SHEL | SHELL PLC | $20.11万 | 0.09% | 2,593 | 2,593 | — | $20.11万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $20.02万 | 0.09% | 4,575 | 4,575 | — | $20.02万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $19.93万 | 0.09% | 23,670 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $19.76万 | 0.09% | 14,318 | 14,318 | — | $19.76万 | 新建仓 |
| — | BITWISE ETHEREUM ETF | $12.82万 | 0.06% | 11,367 | 0 | 0.0% | — | 不变 |
| — | KARTOON STUDIOS INC. | $1.29万 | 0.01% | 18,151 | 18,151 | — | $1.29万 | 新建仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,671 | -100.0% | -$31.20万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,201 | -100.0% | -$27.15万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,236 | -100.0% | -$25.58万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,697 | -100.0% | -$24.51万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,321 | -100.0% | -$24.35万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,007 | -100.0% | -$24.15万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,585 | -100.0% | -$23.19万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,257 | -100.0% | -$21.18万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,590 | -100.0% | -$21.02万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,078 | -100.0% | -$20.97万 | 清仓 |
| EUSB | ISHARES TR | $0 | 0.00% | 0 | -4,800 | -100.0% | -$20.88万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,155 | -100.0% | -$20.77万 | 清仓 |