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 |
|---|---|---|---|---|---|---|---|---|
| CALM | CAL MAINE FOODS INC COM NEW | $30.69万 | 0.10% | 3,877 | 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 |
| INTU | INTUIT COM | $29.06万 | 0.10% | 672 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $28.56万 | 0.09% | 330 | -133 | -28.7% | -$11.51万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $28.49万 | 0.09% | 843 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $28.34万 | 0.09% | 1,460 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $28.15万 | 0.09% | 1,564 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $27.91万 | 0.09% | 8,470 | 72 | 0.9% | $2,373 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $27.24万 | 0.09% | 2,994 | 2,994 | — | $27.24万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $26.75万 | 0.09% | 1,267 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $25.90万 | 0.08% | 956 | -103 | -9.7% | -$2.79万 | 减仓 |
| T | AT&T INC COM | $25.83万 | 0.08% | 8,911 | -288 | -3.1% | -$8,349 | 减仓 |
| MYRG | MYR GROUP INC COM | $25.41万 | 0.08% | 900 | 900 | — | $25.41万 | 新建仓 |
| FAST | FASTENAL CO COM | $25.26万 | 0.08% | 5,444 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $25.10万 | 0.08% | 3,690 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $24.81万 | 0.08% | 2,554 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $24.75万 | 0.08% | 1,830 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $24.68万 | 0.08% | 1,302 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $24.60万 | 0.08% | 1,879 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $24.58万 | 0.08% | 1,181 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $24.37万 | 0.08% | 895 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $24.25万 | 0.08% | 9,285 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $24.20万 | 0.08% | 347 | -7 | -2.0% | -$4,881 | 减仓 |
| COP | CONOCOPHILLIPS COM | $24.10万 | 0.08% | 1,826 | 1,826 | — | $24.10万 | 新建仓 |
| EVR | EVERCORE INC CLASS A | $23.88万 | 0.08% | 800 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.54万 | 0.08% | 5,856 | 86 | 1.5% | $3,456 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $23.22万 | 0.08% | 3,546 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $23.09万 | 0.08% | 1,088 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP COM | $22.83万 | 0.07% | 6,135 | 0 | 0.0% | — | 重新持有 |
| CBOE | CBOE GLOBAL MKTS INC COM | $21.36万 | 0.07% | 760 | 760 | — | $21.36万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $21.31万 | 0.07% | 1,655 | -693 | -29.5% | -$8.92万 | 减仓 |
| GLD | SPDR GOLD SHARES | $21.00万 | 0.07% | 488 | 488 | — | $21.00万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $20.69万 | 0.07% | 1,257 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $20.69万 | 0.07% | 414 | 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 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $20.41万 | 0.07% | 793 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $20.11万 | 0.07% | 3,353 | 3,353 | — | $20.11万 | 新建仓 |
| PCAR | PACCAR INC COM | $20.06万 | 0.07% | 1,737 | 1,737 | — | $20.06万 | 新建仓 |
| SAN | BANCO SANTANDER SA ADR | $12.32万 | 0.04% | 10,925 | 0 | 0.0% | — | 不变 |
| 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 |