LifePlan Financial, LLC
MANKATO MN · SEC CIK 0001739485
$1.43亿2026Q2 申报市值
89持仓数
41.1%前十大占比 · 第一大 7.6%
9 / 3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
MAS 新建仓+$79.87万
IBDW 加仓+$78.25万
NVDA 新建仓+$76.41万
NOW 新建仓+$69.78万
ABNB 新建仓+$61.00万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$203.74万
IBDR 减仓-$68.04万
EMR 清仓-$67.88万
AAPL 减仓-$54.46万
TGT 减仓-$44.11万
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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -5,181 | -100.0% | -$67.88万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,771 | -100.0% | -$28.33万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -16,031 | -100.0% | -$27.64万 | 清仓 |
| VTR | VENTAS INC | $20.17万 | 0.14% | 2,271 | -331 | -12.7% | -$2.94万 | 减仓 |
| INTC | INTEL CORP | $20.78万 | 0.15% | 1,488 | 1,488 | — | $20.78万 | 新建仓 |
| ADBE | ADOBE INC | $21.01万 | 0.15% | 1,025 | -266 | -20.6% | -$5.45万 | 减仓 |
| GLD | SPDR GOLD TR | $22.58万 | 0.16% | 613 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $25.14万 | 0.18% | 1,695 | -71 | -4.0% | -$1.05万 | 减仓 |
| GLW | CORNING INC | $25.24万 | 0.18% | 988 | 988 | — | $25.24万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $28.46万 | 0.20% | 8,370 | -1,451 | -14.8% | -$4.93万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $28.88万 | 0.20% | 3,875 | -375 | -8.8% | -$2.79万 | 减仓 |
| EFX | EQUIFAX INC | $31.16万 | 0.22% | 1,963 | -353 | -15.2% | -$5.60万 | 减仓 |
| AAPL | APPLE INC | $31.45万 | 0.22% | 1,087 | -1,882 | -63.4% | -$54.46万 | 减仓 |
| HRL | HORMEL FOODS CORP | $33.31万 | 0.23% | 13,422 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $33.49万 | 0.23% | 4,660 | 240 | 5.4% | $1.72万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.71万 | 0.24% | 1,550 | 12 | 0.8% | $2,687 | 加仓 |
| BWA | BORGWARNER INC | $35.85万 | 0.25% | 5,399 | -907 | -14.4% | -$6.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $42.49万 | 0.30% | 834 | 22 | 2.7% | $1.12万 | 加仓 |
| KO | COCA COLA CO | $42.52万 | 0.30% | 5,232 | -1,047 | -16.7% | -$8.51万 | 减仓 |
| HAS | HASBRO INC | $43.04万 | 0.30% | 5,211 | -4,200 | -44.6% | -$34.69万 | 减仓 |
| TMUS | T-MOBILE US INC | $45.56万 | 0.32% | 2,716 | 2,716 | — | $45.56万 | 新建仓 |
| PEP | PEPSICO INC | $47.82万 | 0.33% | 3,532 | 3,532 | — | $47.82万 | 新建仓 |
| QCOM | QUALCOMM INC | $48.99万 | 0.34% | 2,651 | -636 | -19.3% | -$11.75万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $49.57万 | 0.35% | 1,144 | -86 | -7.0% | -$3.73万 | 减仓 |
| MCD | MCDONALDS CORP | $51.87万 | 0.36% | 1,919 | -1,293 | -40.3% | -$34.95万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.30万 | 0.39% | 6,603 | -210 | -3.1% | -$1.76万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $59.14万 | 0.41% | 3,481 | 3,481 | — | $59.14万 | 新建仓 |
| ABNB | AIRBNB INC | $61.00万 | 0.43% | 4,263 | 4,263 | — | $61.00万 | 新建仓 |
| TGT | TARGET CORP | $63.89万 | 0.45% | 4,892 | -3,377 | -40.8% | -$44.11万 | 减仓 |
| IBDR | ISHARES TR | $65.03万 | 0.46% | 26,839 | -28,082 | -51.1% | -$68.04万 | 减仓 |
| RTX | RTX CORPORATION | $65.51万 | 0.46% | 3,453 | -587 | -14.5% | -$11.14万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $66.80万 | 0.47% | 18,117 | -829 | -4.4% | -$3.06万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $68.21万 | 0.48% | 5,399 | 265 | 5.2% | $3.35万 | 加仓 |
| NOW | SERVICENOW INC | $69.78万 | 0.49% | 7,029 | 7,029 | — | $69.78万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $70.13万 | 0.49% | 970 | -2,818 | -74.4% | -$203.74万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $70.27万 | 0.49% | 1,692 | -51 | -2.9% | -$2.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $71.39万 | 0.50% | 2,811 | -546 | -16.3% | -$13.87万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $73.56万 | 0.52% | 23,199 | -578 | -2.4% | -$1.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $76.41万 | 0.54% | 3,819 | 3,819 | — | $76.41万 | 新建仓 |
| DGRO | ISHARES TR | $76.83万 | 0.54% | 10,137 | -198 | -1.9% | -$1.50万 | 减仓 |
| MAS | MASCO CORP | $79.87万 | 0.56% | 9,816 | 9,816 | — | $79.87万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $80.86万 | 0.57% | 27,475 | -1,076 | -3.8% | -$3.17万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $82.47万 | 0.58% | 8,995 | -684 | -7.1% | -$6.27万 | 减仓 |
| MRK | MERCK & CO INC | $87.57万 | 0.61% | 6,815 | -224 | -3.2% | -$2.88万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $89.47万 | 0.63% | 24,764 | -898 | -3.5% | -$3.24万 | 减仓 |
| — | EXXON MOBIL CORP | $90.62万 | 0.63% | 6,628 | 120 | 1.8% | $1.64万 | 加仓 |
| C | CITIGROUP INC | $93.66万 | 0.66% | 6,692 | -1,023 | -13.3% | -$14.32万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $96.44万 | 0.68% | 12,203 | 143 | 1.2% | $1.13万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $96.61万 | 0.68% | 40,021 | 519 | 1.3% | $1.25万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $96.80万 | 0.68% | 3,783 | -310 | -7.6% | -$7.93万 | 减仓 |
| ADSK | AUTODESK INC | $104.93万 | 0.73% | 5,397 | 31 | 0.6% | $6,027 | 加仓 |
| VO | VANGUARD INDEX FDS | $105.39万 | 0.74% | 13,080 | -44 | -0.3% | -$3,545 | 减仓 |
| NKE | NIKE INC | $107.72万 | 0.75% | 26,240 | 8,202 | 45.5% | $33.67万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $109.77万 | 0.77% | 6,711 | 515 | 8.3% | $8.42万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $115.50万 | 0.81% | 27,280 | -8,758 | -24.3% | -$37.08万 | 减仓 |
| DHR | DANAHER CORP DEL | $127.18万 | 0.89% | 6,677 | 1,260 | 23.3% | $24.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $130.15万 | 0.91% | 3,674 | 241 | 7.0% | $8.54万 | 加仓 |
| SLB | SLB LIMITED | $131.38万 | 0.92% | 28,259 | -3,043 | -9.7% | -$14.15万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $137.09万 | 0.96% | 23,701 | 7,894 | 49.9% | $45.66万 | 加仓 |
| CTVA | CORTEVA INC | $147.82万 | 1.04% | 17,454 | -647 | -3.6% | -$5.48万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $148.55万 | 1.04% | 11,736 | 90 | 0.8% | $1.14万 | 加仓 |
| CRM | SALESFORCE INC | $150.23万 | 1.05% | 9,589 | -2,385 | -19.9% | -$37.36万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $152.56万 | 1.07% | 62,145 | 7,607 | 13.9% | $18.68万 | 加仓 |
| SPGI | S&P GLOBAL INC | $158.46万 | 1.11% | 3,891 | 608 | 18.5% | $24.76万 | 加仓 |
| MGK | VANGUARD WORLD FD | $160.62万 | 1.13% | 18,271 | -709 | -3.7% | -$6.23万 | 减仓 |
| MDT | MEDTRONIC PLC | $164.32万 | 1.15% | 21,005 | 851 | 4.2% | $6.66万 | 加仓 |
| AMZN | AMAZON COM INC | $174.63万 | 1.22% | 7,327 | 44 | 0.6% | $1.05万 | 加仓 |
| AOM | ISHARES TR | $174.73万 | 1.22% | 35,023 | -2,278 | -6.1% | -$11.36万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $176.63万 | 1.24% | 40,905 | 4,509 | 12.4% | $19.47万 | 加仓 |
| CAT | CATERPILLAR INC | $202.97万 | 1.42% | 1,906 | -98 | -4.9% | -$10.44万 | 减仓 |
| TER | TERADYNE INC | $218.16万 | 1.53% | 4,509 | -180 | -3.8% | -$8.71万 | 减仓 |
| IBDW | ISHARES TR | $223.51万 | 1.57% | 107,249 | 37,549 | 53.9% | $78.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $227.04万 | 1.59% | 6,658 | -357 | -5.1% | -$12.17万 | 减仓 |
| GNMA | ISHARES TR | $230.70万 | 1.62% | 52,160 | 767 | 1.5% | $3.39万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $231.62万 | 1.62% | 49,480 | 676 | 1.4% | $3.16万 | 加仓 |
| USB | US BANCORP | $232.78万 | 1.63% | 38,540 | -625 | -1.6% | -$3.77万 | 减仓 |
| CVS | CVS HEALTH CORP | $238.05万 | 1.67% | 23,012 | 108 | 0.5% | $1.12万 | 加仓 |
| GOOGL | ALPHABET INC | $240.58万 | 1.69% | 6,732 | -946 | -12.3% | -$33.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $242.69万 | 1.70% | 6,506 | 419 | 6.9% | $15.63万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $248.09万 | 1.74% | 46,713 | -1,157 | -2.4% | -$6.14万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $252.62万 | 1.77% | 8,989 | -191 | -2.1% | -$5.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $266.35万 | 1.87% | 4,585 | -272 | -5.6% | -$15.80万 | 减仓 |
| IBDV | ISHARES TR | $288.38万 | 2.02% | 132,284 | 2,669 | 2.1% | $5.82万 | 加仓 |
| IBDU | ISHARES TR | $289.56万 | 2.03% | 125,028 | 2,491 | 2.0% | $5.77万 | 加仓 |
| IBDT | ISHARES TR | $290.16万 | 2.03% | 114,917 | 2,340 | 2.1% | $5.91万 | 加仓 |
| IBDS | ISHARES TR | $290.77万 | 2.04% | 120,053 | 2,929 | 2.5% | $7.09万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $461.48万 | 3.23% | 78,244 | 1,625 | 2.1% | $9.58万 | 加仓 |
| — | AMPLIFY ETF TR | $488.01万 | 3.42% | 146,278 | -877 | -0.6% | -$2.93万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $757.93万 | 5.31% | 149,110 | -688 | -0.5% | -$3.50万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $937.74万 | 6.57% | 112,886 | 3,039 | 2.8% | $25.24万 | 加仓 |
| IAU | ISHARES GOLD TR | $990.16万 | 6.94% | 131,129 | -4,327 | -3.2% | -$32.67万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,077.95万 | 7.55% | 90,592 | -2,738 | -2.9% | -$32.58万 | 减仓 |