WALLER FINANCIAL PLANNING GROUP, INC
COLUMBUS OH · SEC CIK 0001736079
$4.53亿2026Q1 申报市值
74持仓数
72.1%前十大占比 · 第一大 15.7%
4 / 3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
EFV 加仓+$313.64万
SPYG 加仓+$307.45万
VBR 加仓+$218.75万
IVV 加仓+$186.30万
EFG 加仓+$184.40万
2026Q1 卖出最多 按季末市值估算
XLRE 减仓-$223.23万
SPMD 减仓-$174.79万
VNQ 减仓-$152.15万
VO 减仓-$148.33万
PPG 清仓-$130.78万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -12,764 | -100.0% | -$130.78万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -2,380 | -100.0% | -$27.77万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -5,000 | -100.0% | -$21.82万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP 看涨期权 | $1.03万 | 0.00% | 200 | 200 | — | $1.03万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.32万 | 0.04% | 1,552 | 1,552 | — | $20.32万 | 新建仓 |
| WFC | WELLS FARGO CO NEW | $21.29万 | 0.05% | 2,674 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $22.96万 | 0.05% | 768 | -113 | -12.8% | -$3.38万 | 减仓 |
| SYK | STRYKER CORPORATION | $24.17万 | 0.05% | 736 | 1 | 0.1% | $328 | 加仓 |
| FDX | FEDEX CORP | $24.73万 | 0.05% | 694 | 1 | 0.1% | $356 | 加仓 |
| KO | COCA COLA CO | $24.79万 | 0.05% | 3,260 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.32万 | 0.06% | 883 | 883 | — | $25.32万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $28.14万 | 0.06% | 4,726 | -147 | -3.0% | -$8,754 | 减仓 |
| SGOV | ISHARES TR | $29.09万 | 0.06% | 2,890 | 2,890 | — | $29.09万 | 新建仓 |
| AVGO | BROADCOM INC | $29.50万 | 0.07% | 953 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $32.39万 | 0.07% | 2,139 | 389 | 22.2% | $5.89万 | 加仓 |
| WMT | WALMART INC | $33.46万 | 0.07% | 2,692 | 1 | 0.0% | $124 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.93万 | 0.07% | 708 | 10 | 1.4% | $4,792 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $34.27万 | 0.08% | 2,477 | 182 | 7.9% | $2.52万 | 加仓 |
| TSLA | TESLA INC | $34.35万 | 0.08% | 924 | 5 | 0.5% | $1,859 | 加仓 |
| META | META PLATFORMS INC | $37.80万 | 0.08% | 661 | 1 | 0.2% | $572 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $38.85万 | 0.09% | 2,350 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $40.85万 | 0.09% | 2,217 | -300 | -11.9% | -$5.53万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.36万 | 0.09% | 5,507 | 40 | 0.7% | $3,004 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $41.62万 | 0.09% | 610 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $44.93万 | 0.10% | 9,351 | -982 | -9.5% | -$4.72万 | 减仓 |
| SUB | ISHARES TR | $46.48万 | 0.10% | 4,364 | 575 | 15.2% | $6.12万 | 加仓 |
| NFLX | NETFLIX INC | $54.84万 | 0.12% | 5,704 | -177 | -3.0% | -$1.70万 | 减仓 |
| INTU | INTUIT | $55.01万 | 0.12% | 1,272 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $56.75万 | 0.13% | 3,272 | 17 | 0.5% | $2,949 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $58.32万 | 0.13% | 10,505 | 6,305 | 150.1% | $35.01万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $59.70万 | 0.13% | 1,975 | -92 | -4.5% | -$2.78万 | 减仓 |
| — | EXXON MOBIL CORP | $60.08万 | 0.13% | 3,541 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $60.83万 | 0.13% | 3,101 | 829 | 36.5% | $16.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $65.74万 | 0.15% | 1,139 | -142 | -11.1% | -$8.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $66.75万 | 0.15% | 1,803 | 365 | 25.4% | $13.51万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $71.18万 | 0.16% | 12,558 | 5,703 | 83.2% | $32.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $78.99万 | 0.17% | 2,685 | 1 | 0.0% | $294 | 加仓 |
| VOT | VANGUARD INDEX FDS | $81.70万 | 0.18% | 3,175 | -285 | -8.2% | -$7.33万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $83.12万 | 0.18% | 17,718 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.25万 | 0.18% | 15,403 | -1,175 | -7.1% | -$6.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $93.22万 | 0.21% | 5,345 | -468 | -8.1% | -$8.16万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $103.36万 | 0.23% | 7,156 | 129 | 1.8% | $1.86万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $114.38万 | 0.25% | 19,563 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $119.78万 | 0.26% | 41,794 | 26 | 0.1% | $745 | 加仓 |
| SPTM | SPDR SERIES TRUST | $125.29万 | 0.28% | 15,848 | 319 | 2.1% | $2.52万 | 加仓 |
| AMZN | AMAZON COM INC | $126.65万 | 0.28% | 6,081 | -250 | -3.9% | -$5.21万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $134.74万 | 0.30% | 13,696 | 102 | 0.8% | $1.00万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $134.91万 | 0.30% | 17,206 | -516 | -2.9% | -$4.05万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $138.26万 | 0.31% | 3,165 | 456 | 16.8% | $19.92万 | 加仓 |
| FLOT | ISHARES TR | $197.90万 | 0.44% | 38,841 | 310 | 0.8% | $1.58万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $198.11万 | 0.44% | 20,645 | -4,935 | -19.3% | -$47.36万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $208.17万 | 0.46% | 23,469 | -17,153 | -42.2% | -$152.15万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $224.00万 | 0.49% | 23,184 | -983 | -4.1% | -$9.50万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $224.38万 | 0.50% | 26,351 | -5,382 | -17.0% | -$45.83万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $247.98万 | 0.55% | 26,219 | -2,156 | -7.6% | -$20.39万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $277.86万 | 0.61% | 36,001 | 775 | 2.2% | $5.98万 | 加仓 |
| MUB | ISHARES TR | $286.11万 | 0.63% | 26,953 | 864 | 3.3% | $9.17万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $311.25万 | 0.69% | 76,232 | -54,673 | -41.8% | -$223.23万 | 减仓 |
| AAPL | APPLE INC | $480.49万 | 1.06% | 18,932 | 88 | 0.5% | $2.23万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $638.09万 | 1.41% | 29,670 | 1,013 | 3.5% | $21.79万 | 加仓 |
| VO | VANGUARD INDEX FDS | $649.21万 | 1.43% | 22,606 | -5,165 | -18.6% | -$148.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $823.91万 | 1.82% | 31,457 | -1,495 | -4.5% | -$39.16万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $852.66万 | 1.88% | 14,269 | 809 | 6.0% | $48.34万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,000.86万 | 2.21% | 169,007 | -29,516 | -14.9% | -$174.79万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,021.85万 | 2.26% | 159,464 | -2,632 | -1.6% | -$16.87万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,073.01万 | 2.37% | 222,063 | -13,195 | -5.6% | -$63.76万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,181.25万 | 2.61% | 196,483 | -21,275 | -9.8% | -$127.91万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,283.88万 | 2.83% | 281,244 | -5,911 | -2.1% | -$26.98万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,283.52万 | 5.04% | 744,302 | 36,631 | 5.2% | $112.38万 | 加仓 |
| EFG | ISHARES TR | $2,401.94万 | 5.30% | 215,672 | 16,557 | 8.3% | $184.40万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,473.64万 | 5.46% | 965,511 | 33,883 | 3.6% | $86.81万 | 加仓 |
| IGEB | ISHARES TR | $2,759.32万 | 6.09% | 612,366 | 33,402 | 5.8% | $150.51万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,371.69万 | 7.44% | 595,915 | 26,229 | 4.6% | $148.40万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,417.84万 | 7.54% | 157,323 | 10,069 | 6.8% | $218.75万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,765.60万 | 8.31% | 384,599 | 31,401 | 8.9% | $307.45万 | 加仓 |
| EFV | ISHARES TR | $3,801.54万 | 8.39% | 511,303 | 42,184 | 9.0% | $313.64万 | 加仓 |
| IVV | ISHARES TR | $7,113.93万 | 15.70% | 108,907 | 2,852 | 2.7% | $186.30万 | 加仓 |