Planned Solutions, Inc.
FOLSOM CA · SEC CIK 0001831332
$3.49亿2026Q2 申报市值
155持仓数
60.8%前十大占比 · 第一大 11.2%
22 / 10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
ITOT 加仓+$176.41万
JPMORGAN CALIFOR 新建仓+$123.16万
BIV 加仓+$86.03万
CAM 加仓+$63.45万
XOM 新建仓+$53.59万
2026Q2 卖出最多 按季末市值估算
VBIL 减仓-$213.54万
EXXON MOBIL CORP 清仓-$66.25万
ISHARES LARGE CA 减仓-$33.96万
INTC 重新持有-$33.75万
HSY 清仓-$31.97万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION COM | $60.62万 | 0.17% | 648 | 19 | 3.0% | $1.78万 | 加仓 |
| WMT | WALMART INC COM | $61.49万 | 0.18% | 5,429 | 144 | 2.7% | $1.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $61.79万 | 0.18% | 611 | 11 | 1.8% | $1.11万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $62.66万 | 0.18% | 2,648 | 1 | 0.0% | $237 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $63.09万 | 0.18% | 26,135 | 670 | 2.6% | $1.62万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $65.46万 | 0.19% | 11,489 | 328 | 2.9% | $1.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $65.48万 | 0.19% | 4,466 | 94 | 2.2% | $1.38万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $69.21万 | 0.20% | 6,993 | 214 | 3.2% | $2.12万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $71.76万 | 0.21% | 10,072 | 2,817 | 38.8% | $20.07万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $73.39万 | 0.21% | 6,707 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $78.13万 | 0.22% | 1,803 | 83 | 4.8% | $3.60万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $78.28万 | 0.22% | 3,592 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES GNMA BOND ETF | $79.48万 | 0.23% | 17,970 | 85 | 0.5% | $3,759 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $81.63万 | 0.23% | 19,703 | -145 | -0.7% | -$6,007 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $85.37万 | 0.24% | 11,071 | 19 | 0.2% | $1,465 | 加仓 |
| CSCO | CISCO SYS INC COM | $87.57万 | 0.25% | 7,456 | 137 | 1.9% | $1.61万 | 加仓 |
| MRK | MERCK & CO INC COM | $88.61万 | 0.25% | 6,896 | 170 | 2.5% | $2.18万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $92.82万 | 0.27% | 5,464 | 28 | 0.5% | $4,757 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $93.06万 | 0.27% | 2,843 | 110 | 4.0% | $3.60万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $93.40万 | 0.27% | 5,635 | 2,197 | 63.9% | $36.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $98.03万 | 0.28% | 1,959 | 57 | 3.0% | $2.85万 | 加仓 |
| POWR | ISHARES US POWER INFRASTRUCTURE ETF | $106.37万 | 0.30% | 38,044 | -129 | -0.3% | -$3,607 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $107.14万 | 0.31% | 3,810 | 27 | 0.7% | $7,593 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $109.52万 | 0.31% | 4,312 | 213 | 5.2% | $5.41万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $119.08万 | 0.34% | 1,647 | 49 | 3.1% | $3.54万 | 加仓 |
| META | META PLATFORMS INC CL A | $119.59万 | 0.34% | 2,123 | 89 | 4.4% | $5.01万 | 加仓 |
| — | JPMORGAN CALIFORNIA TAX FREE BOND ETF | $123.16万 | 0.35% | 24,471 | 24,471 | — | $123.16万 | 新建仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $128.45万 | 0.37% | 16,984 | 530 | 3.2% | $4.01万 | 加仓 |
| GCAL | GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF | $133.90万 | 0.38% | 26,152 | 4,371 | 20.1% | $22.38万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM 看跌期权 | $135.24万 | 0.39% | 5,000 | -5,000 | -50.0% | -$135.24万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $140.47万 | 0.40% | 1,876 | 1 | 0.1% | $749 | 加仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $142.57万 | 0.41% | 11,658 | -1,111 | -8.7% | -$13.59万 | 减仓 |
| CAT | CATERPILLAR INC COM | $147.49万 | 0.42% | 1,385 | 23 | 1.7% | $2.45万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $154.16万 | 0.44% | 9,863 | 137 | 1.4% | $2.14万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $167.92万 | 0.48% | 46,478 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $175.50万 | 0.50% | 5,119 | 9 | 0.2% | $3,086 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $178.22万 | 0.51% | 1,544 | -45 | -2.8% | -$5.19万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $179.31万 | 0.51% | 64,732 | 976 | 1.5% | $2.70万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $179.61万 | 0.51% | 5,083 | 247 | 5.1% | $8.73万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $187.34万 | 0.54% | 6,235 | -8 | -0.1% | -$2,404 | 减仓 |
| MSFT | MICROSOFT CORP COM | $210.82万 | 0.60% | 5,652 | 299 | 5.6% | $11.15万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $219.65万 | 0.63% | 8,121 | 16 | 0.2% | $4,328 | 加仓 |
| LLY | ELI LILLY & CO COM | $220.10万 | 0.63% | 1,835 | -25 | -1.3% | -$3.00万 | 减仓 |
| ESTC | ELASTIC N V ORD SHS | $255.85万 | 0.73% | 44,870 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $277.55万 | 0.80% | 36,675 | -28,216 | -43.5% | -$213.54万 | 减仓 |
| CAM | AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF | $330.52万 | 0.95% | 131,367 | 25,219 | 23.8% | $63.45万 | 加仓 |
| RSST | RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF | $375.37万 | 1.08% | 114,826 | -8,199 | -6.7% | -$26.80万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $382.86万 | 1.10% | 132,202 | 4,038 | 3.2% | $11.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $411.89万 | 1.18% | 20,585 | 1,063 | 5.4% | $21.27万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $428.24万 | 1.23% | 42,539 | -1,999 | -4.5% | -$20.12万 | 减仓 |
| — | ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF | $580.01万 | 1.66% | 167,488 | -9,807 | -5.5% | -$33.96万 | 减仓 |
| AAPL | APPLE INC COM | $587.07万 | 1.68% | 20,289 | 528 | 2.7% | $15.28万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $610.21万 | 1.75% | 79,558 | 11,217 | 16.4% | $86.03万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $683.39万 | 1.96% | 67,790 | -779 | -1.1% | -$7.85万 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $720.31万 | 2.06% | 106,587 | -3,297 | -3.0% | -$22.28万 | 减仓 |
| JVAL | JP MORGAN US VALUE FACTOR ETF | $838.66万 | 2.40% | 143,018 | -1,393 | -1.0% | -$8.17万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $973.80万 | 2.79% | 78,054 | 278 | 0.4% | $3.47万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,335.72万 | 3.83% | 138,302 | 4,566 | 3.4% | $44.10万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,576.98万 | 4.52% | 21,415 | 15 | 0.1% | $1.10万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1,823.47万 | 5.23% | 132,587 | 1,098 | 0.8% | $15.10万 | 加仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $2,006.27万 | 5.75% | 243,037 | 2,206 | 0.9% | $18.21万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $2,505.16万 | 7.18% | 544,008 | 10,939 | 2.1% | $50.37万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $3,002.02万 | 8.60% | 288,767 | -2,718 | -0.9% | -$28.26万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $3,216.06万 | 9.22% | 1,034,102 | -9,365 | -0.9% | -$29.13万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3,920.27万 | 11.23% | 238,648 | 10,739 | 4.7% | $176.41万 | 加仓 |