Strategic Financial Planning, Inc.
PLANO TX · SEC CIK 0001802277
$1.92亿2026Q2 申报市值
41持仓数
72.5%前十大占比 · 第一大 12.7%
1 / 28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
SPSM 重新持有+$222.59万
IEMG 加仓+$167.57万
IDEV 加仓+$135.31万
SCHH 重新持有+$36.58万
IVV 加仓+$36.46万
2026Q2 卖出最多 按季末市值估算
AGG 清仓-$2,161.83万
AVDE 清仓-$1,841.78万
AVSD 清仓-$1,678.67万
AVEM 清仓-$1,605.42万
BKLC 减仓-$1,178.35万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $2,436.69万 | 12.72% | 841,398 | -97,788 | -10.4% | -$283.19万 | 重新持有 |
| SCHA | SCHWAB STRATEGIC TR | $2,187.23万 | 11.42% | 605,509 | -98,656 | -14.0% | -$356.37万 | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,881.29万 | 9.82% | 315,363 | 2,703 | 0.9% | $16.12万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $1,774.44万 | 9.26% | 352,236 | -19,160 | -5.2% | -$96.52万 | 重新持有 |
| SPSM | SPDR SERIES TRUST | $1,251.62万 | 6.53% | 217,032 | 38,598 | 21.6% | $222.59万 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,203.39万 | 6.28% | 78,172 | -326 | -0.4% | -$5.02万 | 重新持有 |
| SCHH | SCHWAB STRATEGIC TR | $1,181.68万 | 6.17% | 499,423 | 15,461 | 3.2% | $36.58万 | 重新持有 |
| SCHC | SCHWAB STRATEGIC TR | $771.94万 | 4.03% | 160,420 | -9,819 | -5.8% | -$47.25万 | 重新持有 |
| SCYB | SCHWAB STRATEGIC TR | $613.67万 | 3.20% | 234,403 | -3,131 | -1.3% | -$8.20万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $589.21万 | 3.08% | 15,925 | -241 | -1.5% | -$8.92万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $535.45万 | 2.80% | 193,304 | -1,795 | -0.9% | -$4.97万 | 重新持有 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $519.40万 | 2.71% | 115,681 | -1,870 | -1.6% | -$8.40万 | 重新持有 |
| VXF | VANGUARD INDEX FDS | $480.38万 | 2.51% | 19,511 | -1,509 | -7.2% | -$37.15万 | 重新持有 |
| BKLC | BNY MELLON ETF TRUST | $459.23万 | 2.40% | 32,027 | -82,179 | -72.0% | -$1,178.35万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $336.77万 | 1.76% | 69,531 | -7,679 | -9.9% | -$37.19万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $326.32万 | 1.70% | 89,994 | -11,838 | -11.6% | -$42.92万 | 重新持有 |
| VEA | VANGUARD TAX MANAGED INTL FD | $277.85万 | 1.45% | 39,004 | -5,195 | -11.8% | -$37.01万 | 重新持有 |
| SCHM | SCHWAB STRATEGIC TR | $239.14万 | 1.25% | 64,900 | -9,980 | -13.3% | -$36.77万 | 重新持有 |
| IEMG | ISHARES INC | $209.88万 | 1.10% | 25,335 | 20,228 | 396.1% | $167.57万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $194.02万 | 1.01% | 37,476 | -1,757 | -4.5% | -$9.10万 | 重新持有 |
| SPTM | SPDR SER TR | $192.84万 | 1.01% | 21,240 | -12,067 | -36.2% | -$109.56万 | 重新持有 |
| IDEV | ISHARES TR | $169.70万 | 0.89% | 19,065 | 15,201 | 393.4% | $135.31万 | 加仓 |
| SPMD | SPDR SER TR | $139.17万 | 0.73% | 20,599 | 2,695 | 15.1% | $18.21万 | 重新持有 |
| SCHP | SCHWAB STRATEGIC TR | $137.10万 | 0.72% | 51,734 | 988 | 1.9% | $2.62万 | 重新持有 |
| SPHY | SPDR SER TR | $135.07万 | 0.71% | 57,588 | 2,616 | 4.8% | $6.14万 | 重新持有 |
| BND | VANGUARD BD INDEX FD INC | $118.37万 | 0.62% | 16,124 | -73,919 | -82.1% | -$542.65万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS INC | $106.78万 | 0.56% | 15,898 | -144 | -0.9% | -$9,672 | 重新持有 |
| USRT | ISHARES TR | $105.19万 | 0.55% | 15,829 | -1,908 | -10.8% | -$12.68万 | 重新持有 |
| LEMB | ISHARES INC | $95.39万 | 0.50% | 22,524 | -784 | -3.4% | -$3.32万 | 重新持有 |
| IVV | ISHARES TR | $86.01万 | 0.45% | 1,149 | 487 | 73.6% | $36.46万 | 加仓 |
| IJR | ISHARES TR | $75.74万 | 0.40% | 5,107 | 1,769 | 53.0% | $26.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $45.47万 | 0.24% | 662 | 0 | 0.0% | — | 重新持有 |
| EBND | SPDR SER TR | $43.04万 | 0.22% | 20,573 | -20,742 | -50.2% | -$43.39万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $37.28万 | 0.19% | 3,866 | -449 | -10.4% | -$4.33万 | 重新持有 |
| BKAG | BNY MELLON ETF TR | $35.99万 | 0.19% | 8,579 | 8,579 | — | $35.99万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $31.42万 | 0.16% | 3,900 | 2,925 | 300.0% | $23.57万 | 重新持有 |
| SPAB | SPDR SER TR | $28.29万 | 0.15% | 11,084 | 156 | 1.4% | $3,981 | 重新持有 |
| — | ISHARES TR | $27.03万 | 0.14% | 3,580 | 2,431 | 211.6% | $18.36万 | 加仓 |
| HYMB | SPDR SER TR | $26.36万 | 0.14% | 10,360 | -5,438 | -34.4% | -$13.83万 | 减仓 |
| IJH | ISHARES TR | $25.74万 | 0.13% | 3,338 | -242 | -6.8% | -$1.87万 | 减仓 |
| HAUZ | DBX ETF TR | $25.06万 | 0.13% | 11,177 | -9,095 | -44.9% | -$20.39万 | 减仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -861,289 | -100.0% | -$2,161.83万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -633,360 | -100.0% | -$1,841.78万 | 清仓 |
| AVSD | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -310,632 | -100.0% | -$1,678.67万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -351,728 | -100.0% | -$1,605.42万 | 清仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -481,154 | -100.0% | -$1,033.94万 | 清仓 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -200,814 | -100.0% | -$970.33万 | 清仓 |
| BBUS | J P MORGAN EXCHANGE-TRADED F | $0 | 0.00% | 0 | -161,077 | -100.0% | -$752.51万 | 清仓 |
| AVSE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -240,897 | -100.0% | -$626.33万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -193,975 | -100.0% | -$480.09万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -20,979 | -100.0% | -$431.75万 | 清仓 |
| — | INVESTMENT MANAGERS SER TR I | $0 | 0.00% | 0 | -68,186 | -100.0% | -$328.31万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -10,988 | -100.0% | -$266.34万 | 清仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -66,143 | -100.0% | -$204.73万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -26,493 | -100.0% | -$184.79万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -37,650 | -100.0% | -$176.61万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -21,237 | -100.0% | -$167.90万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -19,343 | -100.0% | -$161.65万 | 清仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -50,704 | -100.0% | -$134.92万 | 清仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -55,578 | -100.0% | -$130.71万 | 清仓 |
| — | HUMANKIND BENEFIT CORPORATIO | $0 | 0.00% | 0 | -19,943 | -100.0% | -$118.10万 | 清仓 |
| HYD | VANECK VECTORS ETF TR | $0 | 0.00% | 0 | -15,963 | -100.0% | -$117.55万 | 清仓 |
| HYLB | DBX ETF TR | $0 | 0.00% | 0 | -15,828 | -100.0% | -$93.68万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -22,670 | -100.0% | -$92.59万 | 清仓 |
| EMHC | SPDR SER TR | $0 | 0.00% | 0 | -30,259 | -100.0% | -$75.04万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -15,987 | -100.0% | -$30.71万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -975 | -100.0% | -$28.01万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -10,360 | -100.0% | -$25.69万 | 清仓 |
| IBIT | ISHARES BITCOIN TR | $0 | 0.00% | 0 | -11,176 | -100.0% | -$25.25万 | 清仓 |