WALLER FINANCIAL PLANNING GROUP, INC
COLUMBUS OH · SEC CIK 0001736079
$4.86亿2026Q2 申报市值
78持仓数
71.8%前十大占比 · 第一大 16.9%
6 / 4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
EFV 加仓+$65.97万
IGEB 加仓+$53.77万
EFG 加仓+$53.31万
INTC 新建仓+$44.41万
IVV 加仓+$42.61万
2026Q2 卖出最多 按季末市值估算
SPYG 减仓-$378.34万
SCHD 减仓-$323.51万
VBR 减仓-$258.03万
SPMD 减仓-$118.86万
SPYV 减仓-$110.19万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,505 | -100.0% | -$58.32万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,890 | -100.0% | -$29.09万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,552 | -100.0% | -$20.32万 | 清仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.03万 | 清仓 |
| FDX | FEDEX CORP | $21.78万 | 0.04% | 696 | 2 | 0.3% | $626 | 加仓 |
| WFC | WELLS FARGO & CO | $22.10万 | 0.05% | 2,674 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $23.17万 | 0.05% | 736 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $23.43万 | 0.05% | 1,205 | 1,205 | — | $23.43万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $23.60万 | 0.05% | 705 | 705 | — | $23.60万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $24.13万 | 0.05% | 4,146 | 140 | 3.5% | $8,148 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.17万 | 0.05% | 483 | -225 | -31.8% | -$11.26万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $24.40万 | 0.05% | 2,711 | 2,711 | — | $24.40万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $24.45万 | 0.05% | 4,145 | -581 | -12.3% | -$3.43万 | 减仓 |
| KO | COCA COLA CO | $24.50万 | 0.05% | 3,015 | -245 | -7.5% | -$1.99万 | 减仓 |
| VV | VANGUARD INDEX FDS | $26.45万 | 0.05% | 769 | 1 | 0.1% | $344 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.00万 | 0.06% | 5,135 | -7,423 | -59.1% | -$41.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.82万 | 0.06% | 330 | 330 | — | $30.82万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $31.07万 | 0.06% | 610 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.65万 | 0.07% | 896 | 13 | 1.5% | $4,592 | 加仓 |
| INTU | INTUIT | $33.20万 | 0.07% | 1,272 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $33.39万 | 0.07% | 278 | 278 | — | $33.39万 | 新建仓 |
| DVY | ISHARES TR | $33.43万 | 0.07% | 2,139 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $36.94万 | 0.08% | 1,870 | -347 | -15.7% | -$6.86万 | 减仓 |
| TSLA | TESLA INC | $39.28万 | 0.08% | 934 | 10 | 1.1% | $4,206 | 加仓 |
| WMT | WALMART INC | $39.62万 | 0.08% | 3,498 | 806 | 29.9% | $9.13万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $39.72万 | 0.08% | 2,531 | 54 | 2.2% | $8,474 | 加仓 |
| NFLX | NETFLIX INC. | $40.98万 | 0.08% | 5,740 | 36 | 0.6% | $2,570 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $41.54万 | 0.09% | 2,296 | -54 | -2.3% | -$9,769 | 减仓 |
| SUB | ISHARES TR | $44.21万 | 0.09% | 4,152 | -212 | -4.9% | -$2.26万 | 减仓 |
| INTC | INTEL CORP | $44.41万 | 0.09% | 3,181 | 3,181 | — | $44.41万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $45.38万 | 0.09% | 5,419 | -88 | -1.6% | -$7,370 | 减仓 |
| META | META PLATFORMS INC | $45.65万 | 0.09% | 810 | 149 | 22.5% | $8.40万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $46.11万 | 0.09% | 9,520 | 169 | 1.8% | $8,185 | 加仓 |
| — | EXXON MOBIL CORP | $50.95万 | 0.10% | 3,727 | 186 | 5.3% | $2.54万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $54.84万 | 0.11% | 3,290 | 18 | 0.6% | $3,000 | 加仓 |
| VTV | VANGUARD INDEX FDS | $63.87万 | 0.13% | 2,931 | -170 | -5.5% | -$3.70万 | 减仓 |
| AVGO | BROADCOM INC | $64.79万 | 0.13% | 1,715 | 762 | 80.0% | $28.79万 | 加仓 |
| GOOGL | ALPHABET INC | $65.30万 | 0.13% | 1,827 | 1,154 | 171.5% | $41.24万 | 重新持有 |
| VBK | VANGUARD INDEX FDS | $65.32万 | 0.13% | 1,786 | -189 | -9.6% | -$6.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $79.22万 | 0.16% | 2,124 | 321 | 17.8% | $11.97万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $89.67万 | 0.18% | 17,318 | -400 | -2.3% | -$2.07万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $91.94万 | 0.19% | 15,403 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $92.65万 | 0.19% | 3,025 | -150 | -4.7% | -$4.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $96.30万 | 0.20% | 2,942 | 257 | 9.6% | $8.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $97.88万 | 0.20% | 6,675 | -481 | -6.7% | -$7.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $111.79万 | 0.23% | 1,518 | 379 | 33.3% | $27.91万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $122.90万 | 0.25% | 6,142 | 797 | 14.9% | $15.95万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $123.77万 | 0.25% | 43,597 | 1,803 | 4.3% | $5.12万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $124.71万 | 0.26% | 19,563 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $138.72万 | 0.29% | 15,279 | -569 | -3.6% | -$5.17万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $138.74万 | 0.29% | 17,808 | 602 | 3.5% | $4.69万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $153.11万 | 0.32% | 17,775 | -1,215 | -6.4% | -$10.47万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $157.65万 | 0.32% | 14,665 | 969 | 7.1% | $10.42万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $167.67万 | 0.35% | 17,388 | -6,081 | -25.9% | -$58.64万 | 减仓 |
| AMZN | AMAZON COM INC | $171.96万 | 0.35% | 7,215 | 1,134 | 18.6% | $27.03万 | 加仓 |
| FLOT | ISHARES TR | $203.31万 | 0.42% | 39,827 | 986 | 2.5% | $5.03万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $215.36万 | 0.44% | 19,213 | -1,432 | -6.9% | -$16.05万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $233.86万 | 0.48% | 24,656 | -1,695 | -6.4% | -$16.08万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $254.95万 | 0.52% | 57,904 | -18,328 | -24.0% | -$80.70万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $257.63万 | 0.53% | 21,626 | -1,558 | -6.7% | -$18.56万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $266.36万 | 0.55% | 34,727 | -1,274 | -3.5% | -$9.77万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $274.30万 | 0.56% | 25,140 | -1,079 | -4.1% | -$11.77万 | 减仓 |
| MUB | ISHARES TR | $293.06万 | 0.60% | 27,231 | 278 | 1.0% | $2.99万 | 加仓 |
| AAPL | APPLE INC | $555.18万 | 1.14% | 19,186 | 254 | 1.3% | $7.35万 | 加仓 |
| VO | VANGUARD INDEX FDS | $678.88万 | 1.40% | 84,260 | -6,164 | -6.8% | -$49.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $699.35万 | 1.44% | 29,556 | -114 | -0.4% | -$2.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $908.16万 | 1.87% | 29,961 | -1,496 | -4.8% | -$45.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $957.27万 | 1.97% | 13,938 | -331 | -2.3% | -$22.73万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,022.94万 | 2.11% | 151,413 | -17,594 | -10.4% | -$118.86万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,119.38万 | 2.31% | 157,105 | -2,359 | -1.5% | -$16.81万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,213.18万 | 2.50% | 210,367 | -11,696 | -5.3% | -$67.45万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,247.68万 | 2.57% | 182,037 | -14,446 | -7.4% | -$99.01万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,394.76万 | 2.87% | 276,793 | -4,451 | -1.6% | -$22.43万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,036.67万 | 4.19% | 642,281 | -102,021 | -13.7% | -$323.51万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $2,451.76万 | 5.05% | 960,721 | -4,790 | -0.5% | -$12.22万 | 减仓 |
| EFG | ISHARES TR | $2,736.70万 | 5.64% | 219,957 | 4,285 | 2.0% | $53.31万 | 加仓 |
| IGEB | ISHARES TR | $2,816.16万 | 5.80% | 624,286 | 11,920 | 1.9% | $53.77万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,512.37万 | 7.23% | 577,788 | -18,127 | -3.0% | -$110.19万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3,564.76万 | 7.34% | 146,704 | -10,619 | -6.7% | -$258.03万 | 减仓 |
| EFV | ISHARES TR | $3,979.99万 | 8.20% | 519,921 | 8,618 | 1.7% | $65.97万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,198.01万 | 8.64% | 352,803 | -31,796 | -8.3% | -$378.34万 | 减仓 |
| IVV | ISHARES TR | $8,198.54万 | 16.88% | 109,476 | 569 | 0.5% | $42.61万 | 加仓 |