Strategic Financial Planning, Inc.
PLANO TX · SEC CIK 0001802277
$1.65亿2026Q1 申报市值
40持仓数
74.7%前十大占比 · 第一大 13.1%
29 / 0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
AGG 新建仓+$2,161.83万
AVDE 新建仓+$1,841.78万
AVSD 新建仓+$1,678.67万
AVEM 新建仓+$1,605.42万
AVDV 新建仓+$1,033.94万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$299.88万
IDEV 减仓-$137.83万
IVV 减仓-$29.10万
ISHARES TR 减仓-$15.82万
IJR 减仓-$11.95万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $2,161.83万 | 13.12% | 861,289 | 861,289 | — | $2,161.83万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,841.78万 | 11.18% | 633,360 | 633,360 | — | $1,841.78万 | 新建仓 |
| AVSD | AMERICAN CENTY ETF TR | $1,678.67万 | 10.19% | 310,632 | 310,632 | — | $1,678.67万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,605.42万 | 9.74% | 351,728 | 351,728 | — | $1,605.42万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,124.90万 | 6.83% | 77,210 | 8,084 | 11.7% | $117.78万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,033.94万 | 6.28% | 481,154 | 481,154 | — | $1,033.94万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $970.33万 | 5.89% | 200,814 | 200,814 | — | $970.33万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE-TRADED F | $752.51万 | 4.57% | 161,077 | 161,077 | — | $752.51万 | 新建仓 |
| AVSE | AMERICAN CENTY ETF TR | $626.33万 | 3.80% | 240,897 | 240,897 | — | $626.33万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $509.11万 | 3.09% | 114,206 | 96,309 | 538.1% | $429.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $480.09万 | 2.91% | 193,975 | 193,975 | — | $480.09万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $431.75万 | 2.62% | 20,979 | 20,979 | — | $431.75万 | 新建仓 |
| — | INVESTMENT MANAGERS SER TR I | $328.31万 | 1.99% | 68,186 | 68,186 | — | $328.31万 | 新建仓 |
| BND | VANGUARD BD INDEX FD INC | $296.69万 | 1.80% | 90,043 | 70,451 | 359.6% | $232.14万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $266.34万 | 1.62% | 10,988 | 10,988 | — | $266.34万 | 新建仓 |
| EBND | SPDR SER TR | $264.72万 | 1.61% | 41,315 | 41,315 | — | $264.72万 | 新建仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $204.73万 | 1.24% | 66,143 | 66,143 | — | $204.73万 | 新建仓 |
| — | ISHARES TR | $184.79万 | 1.12% | 26,493 | 26,493 | — | $184.79万 | 新建仓 |
| EMB | ISHARES TR | $176.61万 | 1.07% | 37,650 | 37,650 | — | $176.61万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $167.90万 | 1.02% | 21,237 | 21,237 | — | $167.90万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $161.65万 | 0.98% | 19,343 | 19,343 | — | $161.65万 | 新建仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $134.92万 | 0.82% | 50,704 | 50,704 | — | $134.92万 | 新建仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $130.71万 | 0.79% | 55,578 | 55,578 | — | $130.71万 | 新建仓 |
| — | HUMANKIND BENEFIT CORPORATIO | $118.10万 | 0.72% | 19,943 | 19,943 | — | $118.10万 | 新建仓 |
| HYD | VANECK VECTORS ETF TR | $117.55万 | 0.71% | 15,963 | 15,963 | — | $117.55万 | 新建仓 |
| HYMB | SPDR SER TR | $104.01万 | 0.63% | 15,798 | 5,446 | 52.6% | $35.86万 | 加仓 |
| HYLB | DBX ETF TR | $93.68万 | 0.57% | 15,828 | 15,828 | — | $93.68万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $92.59万 | 0.56% | 22,670 | 22,670 | — | $92.59万 | 新建仓 |
| EMHC | SPDR SER TR | $75.04万 | 0.46% | 30,259 | 30,259 | — | $75.04万 | 新建仓 |
| IEMG | ISHARES INC | $63.48万 | 0.39% | 5,107 | -24,124 | -82.5% | -$299.88万 | 减仓 |
| HAUZ | DBX ETF TR | $41.84万 | 0.25% | 20,272 | 9,095 | 81.4% | $18.77万 | 加仓 |
| IVV | ISHARES TR | $39.56万 | 0.24% | 662 | -487 | -42.4% | -$29.10万 | 减仓 |
| IDEV | ISHARES TR | $34.27万 | 0.21% | 3,864 | -15,539 | -80.1% | -$137.83万 | 减仓 |
| HPQ | HP INC | $30.71万 | 0.19% | 15,987 | 15,987 | — | $30.71万 | 新建仓 |
| ITOT | ISHARES TR | $28.01万 | 0.17% | 975 | 975 | — | $28.01万 | 新建仓 |
| IAGG | ISHARES TR | $25.69万 | 0.16% | 10,360 | 10,360 | — | $25.69万 | 新建仓 |
| IBIT | ISHARES BITCOIN TR | $25.25万 | 0.15% | 11,176 | 11,176 | — | $25.25万 | 新建仓 |
| IJH | ISHARES TR | $23.30万 | 0.14% | 3,580 | 242 | 7.2% | $1.58万 | 加仓 |
| IJR | ISHARES TR | $22.54万 | 0.14% | 3,338 | -1,769 | -34.6% | -$11.95万 | 减仓 |
| — | ISHARES TR | $7.48万 | 0.05% | 1,149 | -2,431 | -67.9% | -$15.82万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCYB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEA | VANGUARD TAX MANAGED INTL FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPTM | SPDR SER TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPHY | SPDR SER TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWOB | VANGUARD WHITEHALL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPMD | SPDR SER TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEMB | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPAB | SPDR SER TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |