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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -1,155 | -100.0% | -$22.51万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNY | SANOFI SA SPONSORED ADR | $0 | 0.00% | 0 | -4,462 | -100.0% | -$21.62万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | -854 | -100.0% | -$20.70万 | 清仓 |
| GE | GE AEROSPACE COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSK | FS KKR CAP CORP COM | $0 | 0.00% | 0 | -12,968 | -100.0% | -$19.21万 | 清仓 |
| SAN | BANCO SANTANDER SA ADR | $12.32万 | 0.04% | 10,925 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $20.06万 | 0.07% | 1,737 | 1,737 | — | $20.06万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $20.11万 | 0.07% | 3,353 | 3,353 | — | $20.11万 | 新建仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $20.41万 | 0.07% | 793 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $20.58万 | 0.07% | 2,004 | -1,364 | -40.5% | -$14.00万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $20.69万 | 0.07% | 414 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $20.69万 | 0.07% | 1,257 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $21.00万 | 0.07% | 488 | 488 | — | $21.00万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $21.31万 | 0.07% | 1,655 | -693 | -29.5% | -$8.92万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $21.36万 | 0.07% | 760 | 760 | — | $21.36万 | 新建仓 |
| PRDO | PERDOCEO ED CORP COM | $22.83万 | 0.07% | 6,135 | 0 | 0.0% | — | 重新持有 |
| PKG | PACKAGING CORP AMER COM | $23.09万 | 0.08% | 1,088 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $23.22万 | 0.08% | 3,546 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.54万 | 0.08% | 5,856 | 86 | 1.5% | $3,456 | 加仓 |
| EVR | EVERCORE INC CLASS A | $23.88万 | 0.08% | 800 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $24.10万 | 0.08% | 1,826 | 1,826 | — | $24.10万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $24.20万 | 0.08% | 347 | -7 | -2.0% | -$4,881 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $24.25万 | 0.08% | 9,285 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $24.37万 | 0.08% | 895 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $24.58万 | 0.08% | 1,181 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $24.60万 | 0.08% | 1,879 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $24.68万 | 0.08% | 1,302 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $24.75万 | 0.08% | 1,830 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $24.81万 | 0.08% | 2,554 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $25.10万 | 0.08% | 3,690 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $25.26万 | 0.08% | 5,444 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC COM | $25.41万 | 0.08% | 900 | 900 | — | $25.41万 | 新建仓 |
| T | AT&T INC COM | $25.83万 | 0.08% | 8,911 | -288 | -3.1% | -$8,349 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $25.90万 | 0.08% | 956 | -103 | -9.7% | -$2.79万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $26.75万 | 0.09% | 1,267 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $27.24万 | 0.09% | 2,994 | 2,994 | — | $27.24万 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $27.91万 | 0.09% | 8,470 | 72 | 0.9% | $2,373 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $28.15万 | 0.09% | 1,564 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $28.34万 | 0.09% | 1,460 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $28.49万 | 0.09% | 843 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $28.56万 | 0.09% | 330 | -133 | -28.7% | -$11.51万 | 减仓 |
| INTU | INTUIT COM | $29.06万 | 0.10% | 672 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $29.26万 | 0.10% | 3,675 | -1,383 | -27.3% | -$11.01万 | 减仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $30.69万 | 0.10% | 3,877 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $31.47万 | 0.10% | 7,840 | 63 | 0.8% | $2,529 | 加仓 |
| HSY | HERSHEY CO COM | $31.97万 | 0.10% | 1,538 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $32.08万 | 0.10% | 6,391 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $32.49万 | 0.11% | 4,440 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $32.52万 | 0.11% | 3,977 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $33.12万 | 0.11% | 2,105 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $33.12万 | 0.11% | 2,414 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES U.S. ETF | $33.37万 | 0.11% | 2,106 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $33.43万 | 0.11% | 1,162 | -977 | -45.7% | -$28.10万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $33.73万 | 0.11% | 4,492 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $34.26万 | 0.11% | 1,688 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $35.59万 | 0.12% | 1,534 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $35.96万 | 0.12% | 990 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $35.96万 | 0.12% | 1,022 | -306 | -23.0% | -$10.77万 | 减仓 |
| TSLA | TESLA INC COM | $36.06万 | 0.12% | 970 | -10 | -1.0% | -$3,718 | 减仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $36.07万 | 0.12% | 3,359 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $36.11万 | 0.12% | 3,883 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $36.75万 | 0.12% | 1,720 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $36.83万 | 0.12% | 1,130 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $37.74万 | 0.12% | 2,708 | -180 | -6.2% | -$2.51万 | 减仓 |
| NUE | NUCOR CORP COM | $40.26万 | 0.13% | 2,381 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $42.77万 | 0.14% | 8,492 | 709 | 9.1% | $3.57万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $42.96万 | 0.14% | 3,942 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $43.54万 | 0.14% | 3,702 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $43.76万 | 0.14% | 2,101 | 53 | 2.6% | $1.10万 | 加仓 |
| WELL | WELLTOWER INC COM | $45.61万 | 0.15% | 2,307 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $45.87万 | 0.15% | 1,080 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $46.20万 | 0.15% | 1,529 | -69 | -4.3% | -$2.08万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $46.49万 | 0.15% | 7,255 | -4,074 | -36.0% | -$26.11万 | 减仓 |
| — | VANECK MORNINGSTAR INTERNATIONAL MOAT ETF | $47.84万 | 0.16% | 14,007 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $47.88万 | 0.16% | 3,688 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $50.34万 | 0.16% | 774 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $50.76万 | 0.17% | 600 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $53.68万 | 0.18% | 1,589 | 71 | 4.7% | $2.40万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $53.91万 | 0.18% | 17,573 | -10 | -0.1% | -$307 | 减仓 |
| BAC | BANK AMERICA CORP COM | $54.41万 | 0.18% | 11,161 | -158 | -1.4% | -$7,703 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $54.62万 | 0.18% | 1,598 | 6 | 0.4% | $2,051 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $55.41万 | 0.18% | 2,332 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $56.79万 | 0.19% | 7,319 | -682 | -8.5% | -$5.29万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $56.94万 | 0.19% | 2,647 | 8 | 0.3% | $1,721 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $60.02万 | 0.20% | 1,374 | -23 | -1.6% | -$1.00万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $61.80万 | 0.20% | 25,465 | -231 | -0.9% | -$5,606 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $62.68万 | 0.21% | 629 | -95 | -13.1% | -$9.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $63.15万 | 0.21% | 4,372 | -197 | -4.3% | -$2.85万 | 减仓 |
| WMT | WALMART INC COM | $65.68万 | 0.21% | 5,285 | -367 | -6.5% | -$4.56万 | 减仓 |
| — | EXXON MOBIL CORP COM | $66.25万 | 0.22% | 3,905 | -382 | -8.9% | -$6.48万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $66.74万 | 0.22% | 5,436 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $67.30万 | 0.22% | 6,779 | 29 | 0.4% | $2,879 | 加仓 |
| VTV | VANGUARD VALUE ETF | $70.47万 | 0.23% | 3,592 | -46 | -1.3% | -$9,025 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $71.13万 | 0.23% | 3,438 | -40 | -1.2% | -$8,276 | 减仓 |
| NFLX | NETFLIX INC. COM | $72.13万 | 0.24% | 7,502 | -438 | -5.5% | -$4.21万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $74.02万 | 0.24% | 6,707 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $74.63万 | 0.24% | 11,052 | 19 | 0.2% | $1,283 | 加仓 |