LifePlan Financial, LLC
MANKATO MN · SEC CIK 0001739485
$1.35亿2026Q1 申报市值
83持仓数
43.0%前十大占比 · 第一大 8.8%
2 / 5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
IBDW 加仓+$83.64万
XLB 加仓+$60.63万
XLP 加仓+$54.89万
ZTS 新建仓+$52.25万
DHR 加仓+$51.57万
2026Q1 卖出最多 按季末市值估算
WMT 清仓-$129.85万
IBDR 减仓-$68.68万
IAU 减仓-$54.25万
JCI 清仓-$33.65万
TMO 清仓-$33.03万
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $1,194.18万 | 8.83% | 135,456 | -6,154 | -4.3% | -$54.25万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $913.79万 | 6.75% | 93,330 | 4,134 | 4.6% | $40.48万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $900.53万 | 6.65% | 109,847 | 6,696 | 6.5% | $54.89万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $748.54万 | 5.53% | 149,798 | 12,134 | 8.8% | $60.63万 | 加仓 |
| — | AMPLIFY ETF TR | $457.08万 | 3.38% | 147,155 | 5,861 | 4.1% | $18.21万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $456.27万 | 3.37% | 76,619 | 4,776 | 6.6% | $28.44万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $293.25万 | 2.17% | 47,870 | -1,539 | -3.1% | -$9.43万 | 减仓 |
| IBDT | ISHARES TR | $285.16万 | 2.11% | 112,577 | 7,370 | 7.0% | $18.67万 | 加仓 |
| IBDU | ISHARES TR | $285.02万 | 2.11% | 122,537 | 6,942 | 6.0% | $16.15万 | 加仓 |
| IBDS | ISHARES TR | $283.91万 | 2.10% | 117,124 | 7,205 | 6.6% | $17.46万 | 加仓 |
| IBDV | ISHARES TR | $283.73万 | 2.10% | 129,615 | 7,253 | 5.9% | $15.88万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $229.13万 | 1.69% | 48,804 | 2,646 | 5.7% | $12.42万 | 加仓 |
| GNMA | ISHARES TR | $227.83万 | 1.68% | 51,393 | 2,790 | 5.7% | $12.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $225.32万 | 1.67% | 6,087 | 743 | 13.9% | $27.50万 | 加仓 |
| CRM | SALESFORCE INC | $223.52万 | 1.65% | 11,974 | 2,090 | 21.1% | $39.01万 | 加仓 |
| GOOGL | ALPHABET INC | $220.79万 | 1.63% | 7,678 | -272 | -3.4% | -$7.82万 | 减仓 |
| USB | US BANCORP | $203.69万 | 1.51% | 39,165 | 2,196 | 5.9% | $11.42万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $180.91万 | 1.34% | 36,038 | 3,259 | 9.9% | $16.36万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $180.72万 | 1.34% | 9,180 | -444 | -4.6% | -$8.74万 | 减仓 |
| AOM | ISHARES TR | $176.70万 | 1.31% | 37,301 | 5,302 | 16.6% | $25.12万 | 加仓 |
| MDT | MEDTRONIC PLC | $174.63万 | 1.29% | 20,154 | -2,772 | -12.1% | -$24.02万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $164.62万 | 1.22% | 36,396 | 6,637 | 22.3% | $30.02万 | 加仓 |
| CVS | CVS HEALTH CORP | $164.49万 | 1.22% | 22,904 | -415 | -1.8% | -$2.98万 | 减仓 |
| SLB | SLB LIMITED | $160.86万 | 1.19% | 31,302 | -17 | -0.1% | -$874 | 减仓 |
| CMCSA | COMCAST CORP NEW | $156.58万 | 1.16% | 54,538 | 7,801 | 16.7% | $22.40万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $152.49万 | 1.13% | 11,646 | 895 | 8.3% | $11.72万 | 加仓 |
| AMZN | AMAZON COM INC | $151.68万 | 1.12% | 7,283 | 1,759 | 31.8% | $36.63万 | 加仓 |
| CTVA | CORTEVA INC | $151.52万 | 1.12% | 18,101 | 747 | 4.3% | $6.25万 | 加仓 |
| IBDW | ISHARES TR | $145.88万 | 1.08% | 69,700 | 39,962 | 134.4% | $83.64万 | 加仓 |
| CAT | CATERPILLAR INC | $141.98万 | 1.05% | 2,004 | -64 | -3.1% | -$4.53万 | 减仓 |
| SPGI | S&P GLOBAL INC | $139.64万 | 1.03% | 3,283 | 1,183 | 56.3% | $50.32万 | 加仓 |
| MGK | VANGUARD WORLD FD | $139.48万 | 1.03% | 3,796 | -151 | -3.8% | -$5.55万 | 减仓 |
| TER | TERADYNE INC | $139.01万 | 1.03% | 4,689 | -545 | -10.4% | -$16.16万 | 减仓 |
| IBDR | ISHARES TR | $133.13万 | 0.98% | 54,921 | -28,333 | -34.0% | -$68.68万 | 减仓 |
| AMAT | APPLIED MATLS INC | $129.47万 | 0.96% | 3,788 | -172 | -4.3% | -$5.88万 | 减仓 |
| ADSK | AUTODESK INC | $128.46万 | 0.95% | 5,366 | 1,796 | 50.3% | $43.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $117.83万 | 0.87% | 3,433 | -141 | -3.9% | -$4.84万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $112.46万 | 0.83% | 7,015 | -241 | -3.3% | -$3.86万 | 减仓 |
| — | EXXON MOBIL CORP | $110.41万 | 0.82% | 6,508 | 330 | 5.3% | $5.60万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $106.93万 | 0.79% | 6,196 | 781 | 14.4% | $13.48万 | 加仓 |
| DHR | DANAHER CORP DEL | $102.71万 | 0.76% | 5,417 | 2,720 | 100.9% | $51.57万 | 加仓 |
| TGT | TARGET CORP | $100.22万 | 0.74% | 8,269 | -264 | -3.1% | -$3.20万 | 减仓 |
| MCD | MCDONALDS CORP | $99.83万 | 0.74% | 3,212 | 337 | 11.7% | $10.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $98.81万 | 0.73% | 4,857 | 369 | 8.2% | $7.51万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $95.87万 | 0.71% | 39,502 | -1,208 | -3.0% | -$2.93万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $95.60万 | 0.71% | 12,060 | -443 | -3.5% | -$3.51万 | 减仓 |
| NKE | NIKE INC | $95.28万 | 0.70% | 18,038 | 3,482 | 23.9% | $18.39万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $94.50万 | 0.70% | 4,093 | -291 | -6.6% | -$6.72万 | 减仓 |
| VO | VANGUARD INDEX FDS | $94.22万 | 0.70% | 3,281 | -109 | -3.2% | -$3.13万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $91.11万 | 0.67% | 15,807 | 4,879 | 44.6% | $28.12万 | 加仓 |
| HAS | HASBRO INC | $88.09万 | 0.65% | 9,411 | -2,298 | -19.6% | -$21.51万 | 减仓 |
| C | CITIGROUP INC | $87.50万 | 0.65% | 7,715 | -2,668 | -25.7% | -$30.26万 | 减仓 |
| MRK | MERCK & CO INC | $84.67万 | 0.63% | 7,039 | -97 | -1.4% | -$1.17万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $82.49万 | 0.61% | 9,679 | 4,652 | 92.5% | $39.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $82.06万 | 0.61% | 3,357 | -547 | -14.0% | -$13.37万 | 减仓 |
| RTX | RTX CORPORATION | $77.93万 | 0.58% | 4,040 | -469 | -10.4% | -$9.05万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $75.64万 | 0.56% | 1,743 | 920 | 111.8% | $39.93万 | 加仓 |
| AAPL | APPLE INC | $75.35万 | 0.56% | 2,969 | -274 | -8.4% | -$6.95万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $74.63万 | 0.55% | 25,662 | -1,182 | -4.4% | -$3.44万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $73.20万 | 0.54% | 28,551 | -1,743 | -5.8% | -$4.47万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $72.95万 | 0.54% | 23,777 | -767 | -3.1% | -$2.35万 | 减仓 |
| DGRO | ISHARES TR | $72.53万 | 0.54% | 10,335 | -827 | -7.4% | -$5.80万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $71.55万 | 0.53% | 5,134 | 295 | 6.1% | $4.11万 | 加仓 |
| EMR | EMERSON ELEC CO | $67.88万 | 0.50% | 5,181 | -354 | -6.4% | -$4.64万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $58.66万 | 0.43% | 18,946 | -1,234 | -6.1% | -$3.82万 | 减仓 |
| ZTS | ZOETIS INC | $52.25万 | 0.39% | 4,420 | 4,420 | — | $52.25万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $51.17万 | 0.38% | 6,813 | -790 | -10.4% | -$5.93万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $49.08万 | 0.36% | 812 | 207 | 34.2% | $12.51万 | 加仓 |
| KO | COCA COLA CO | $47.75万 | 0.35% | 6,279 | -198 | -3.1% | -$1.51万 | 减仓 |
| QCOM | QUALCOMM INC | $42.33万 | 0.31% | 3,287 | -190 | -5.5% | -$2.45万 | 减仓 |
| EFX | EQUIFAX INC | $41.70万 | 0.31% | 2,316 | -143 | -5.8% | -$2.58万 | 减仓 |
| BWA | BORGWARNER INC | $34.21万 | 0.25% | 6,306 | -874 | -12.2% | -$4.74万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $31.98万 | 0.24% | 4,250 | -234 | -5.2% | -$1.76万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $31.44万 | 0.23% | 9,821 | -83 | -0.8% | -$2,657 | 减仓 |
| ADBE | ADOBE INC | $31.38万 | 0.23% | 1,291 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.25万 | 0.23% | 1,538 | 1,538 | — | $31.25万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $30.40万 | 0.22% | 13,422 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $28.33万 | 0.21% | 9,771 | -230 | -2.3% | -$6,668 | 减仓 |
| KVUE | KENVUE INC | $27.64万 | 0.20% | 16,031 | -1,219 | -7.1% | -$2.10万 | 减仓 |
| GLD | SPDR GOLD TR | $26.38万 | 0.19% | 613 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $26.28万 | 0.19% | 1,230 | -34 | -2.7% | -$7,264 | 减仓 |
| IJR | ISHARES TR | $21.95万 | 0.16% | 1,766 | -107 | -5.7% | -$1.33万 | 减仓 |
| VTR | VENTAS INC | $21.28万 | 0.16% | 2,602 | -411 | -13.6% | -$3.36万 | 减仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -11,655 | -100.0% | -$129.85万 | 清仓 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -2,810 | -100.0% | -$33.65万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -570 | -100.0% | -$33.03万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,230 | -100.0% | -$29.81万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -1,530 | -100.0% | -$21.11万 | 清仓 |