Planned Solutions, Inc.
FOLSOM CA · SEC CIK 0001831332
$3.06亿2026Q1 申报市值
139持仓数
60.4%前十大占比 · 第一大 10.6%
7 / 4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
ITOT 加仓+$164.28万
SGOV 加仓+$155.72万
JPIE 加仓+$62.51万
IEFA 加仓+$47.29万
IVW 加仓+$41.86万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$88.06万
AAPL 减仓-$62.05万
GOOG 减仓-$28.40万
GOOGL 减仓-$28.10万
VEA 减仓-$26.11万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP COM | $75.09万 | 0.25% | 2,416 | -184 | -7.1% | -$5.72万 | 减仓 |
| GNMA | ISHARES GNMA BOND ETF | $79.29万 | 0.26% | 17,885 | -21 | -0.1% | -$931 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $80.39万 | 0.26% | 2,733 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $80.91万 | 0.26% | 6,726 | 90 | 1.4% | $1.08万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $84.47万 | 0.28% | 19,848 | 17 | 0.1% | $724 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $91.14万 | 0.30% | 1,902 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $91.70万 | 0.30% | 3,783 | -100 | -2.6% | -$2.42万 | 减仓 |
| CAT | CATERPILLAR INC COM | $96.49万 | 0.32% | 1,362 | -253 | -15.7% | -$17.92万 | 减仓 |
| POWR | ISHARES US POWER INFRASTRUCTURE ETF | $100.13万 | 0.33% | 38,173 | -36 | -0.1% | -$944 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $100.19万 | 0.33% | 4,099 | -116 | -2.8% | -$2.84万 | 减仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $108.60万 | 0.36% | 16,454 | 428 | 2.7% | $2.82万 | 加仓 |
| GCAL | GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF | $110.34万 | 0.36% | 21,781 | 6,157 | 39.4% | $31.19万 | 加仓 |
| META | META PLATFORMS INC CL A | $116.37万 | 0.38% | 2,034 | 20 | 1.0% | $1.14万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $122.47万 | 0.40% | 1,875 | 1 | 0.1% | $653 | 加仓 |
| MTUM | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $122.63万 | 0.40% | 5,110 | 1 | 0.0% | $240 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $135.16万 | 0.44% | 46,478 | -18 | -0.0% | -$523 | 减仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $137.42万 | 0.45% | 12,769 | -38 | -0.3% | -$4,090 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $138.74万 | 0.45% | 4,836 | -990 | -17.0% | -$28.40万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $147.26万 | 0.48% | 9,726 | 10 | 0.1% | $1,514 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $154.82万 | 0.51% | 6,243 | 10 | 0.2% | $2,480 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $157.80万 | 0.52% | 63,756 | 723 | 1.1% | $1.79万 | 加仓 |
| LLY | ELI LILLY & CO COM | $171.08万 | 0.56% | 1,860 | -231 | -11.0% | -$21.25万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $198.14万 | 0.65% | 5,353 | -285 | -5.1% | -$10.55万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $210.97万 | 0.69% | 8,105 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V ORD SHS | $224.31万 | 0.73% | 44,870 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM 看跌期权 | $260.29万 | 0.85% | 10,000 | 0 | 0.0% | — | 不变 |
| CAM | AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF | $265.03万 | 0.87% | 106,148 | 911 | 0.9% | $2.27万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $321.69万 | 1.05% | 128,164 | 3,586 | 2.9% | $9.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $340.47万 | 1.11% | 19,522 | -5,049 | -20.5% | -$88.06万 | 减仓 |
| RSST | RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF | $347.91万 | 1.14% | 123,025 | -1,781 | -1.4% | -$5.04万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $448.32万 | 1.47% | 44,538 | 15,470 | 53.2% | $155.72万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $490.90万 | 1.61% | 64,891 | -579 | -0.9% | -$4.38万 | 减仓 |
| AAPL | APPLE INC COM | $501.52万 | 1.64% | 19,761 | -2,445 | -11.0% | -$62.05万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $527.46万 | 1.73% | 68,341 | 4,575 | 7.2% | $35.31万 | 加仓 |
| — | ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF | $568.05万 | 1.86% | 177,295 | -4,983 | -2.7% | -$15.97万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $689.60万 | 2.26% | 68,569 | 1,024 | 1.5% | $10.30万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $702.27万 | 2.30% | 109,884 | 31 | 0.0% | $1,981 | 加仓 |
| JVAL | JP MORGAN US VALUE FACTOR ETF | $705.59万 | 2.31% | 144,411 | -1,005 | -0.7% | -$4.91万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $859.20万 | 2.81% | 77,776 | 1,139 | 1.5% | $12.58万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,210.71万 | 3.96% | 133,736 | 5,224 | 4.1% | $47.29万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,235.15万 | 4.04% | 21,400 | -409 | -1.9% | -$23.61万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1,487.27万 | 4.87% | 131,489 | 3,701 | 2.9% | $41.86万 | 加仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $1,540.60万 | 5.04% | 240,831 | 5,573 | 2.4% | $35.65万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $2,455.85万 | 8.04% | 533,069 | 13,568 | 2.6% | $62.51万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $2,818.66万 | 9.22% | 291,485 | -254 | -0.1% | -$2.46万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $2,906.06万 | 9.51% | 1,043,467 | -6,412 | -0.6% | -$17.86万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3,246.11万 | 10.62% | 227,909 | 11,534 | 5.3% | $164.28万 | 加仓 |