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 |
|---|---|---|---|---|---|---|---|---|
| VTR | VENTAS INC COM | $35.66万 | 0.10% | 4,016 | 39 | 1.0% | $3,463 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $34.90万 | 0.10% | 2,762 | 54 | 2.0% | $6,822 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $34.74万 | 0.10% | 2,907 | 131 | 4.7% | $1.57万 | 加仓 |
| ALL | ALLSTATE CORP COM | $33.74万 | 0.10% | 1,418 | 1,418 | — | $33.74万 | 新建仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $33.42万 | 0.10% | 168 | 168 | — | $33.42万 | 新建仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $33.11万 | 0.09% | 8,217 | 377 | 4.8% | $1.52万 | 加仓 |
| EIX | EDISON INTL COM | $33.06万 | 0.09% | 4,440 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $32.82万 | 0.09% | 1,333 | 152 | 12.9% | $3.74万 | 加仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $31.54万 | 0.09% | 3,915 | 38 | 1.0% | $3,061 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $31.45万 | 0.09% | 4,056 | 173 | 4.5% | $1.34万 | 加仓 |
| QCOM | QUALCOMM INC COM | $31.32万 | 0.09% | 1,695 | 40 | 2.4% | $7,390 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $31.21万 | 0.09% | 8,606 | 136 | 1.6% | $4,931 | 加仓 |
| PSA | PUBLIC STORAGE COM | $30.88万 | 0.09% | 970 | 14 | 1.5% | $4,456 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $29.81万 | 0.09% | 3,546 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $28.80万 | 0.08% | 1,302 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $28.74万 | 0.08% | 3,779 | 89 | 2.4% | $6,768 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $28.04万 | 0.08% | 9,285 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $27.38万 | 0.08% | 1,310 | 53 | 4.2% | $1.11万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $27.32万 | 0.08% | 800 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $27.02万 | 0.08% | 6,382 | -9 | -0.1% | -$381 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $26.76万 | 0.08% | 895 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $26.50万 | 0.08% | 706 | 21 | 3.1% | $7,882 | 重新持有 |
| FAST | FASTENAL CO COM | $26.42万 | 0.08% | 5,500 | 56 | 1.0% | $2,690 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $26.19万 | 0.08% | 1,688 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $26.14万 | 0.07% | 692 | 692 | — | $26.14万 | 新建仓 |
| PKG | PACKAGING CORP AMER COM | $25.92万 | 0.07% | 1,088 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $25.22万 | 0.07% | 3,599 | 246 | 7.3% | $1.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $24.63万 | 0.07% | 424 | 424 | — | $24.63万 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $24.59万 | 0.07% | 3,162 | 168 | 5.6% | $1.31万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $24.54万 | 0.07% | 1,939 | 60 | 3.2% | $7,595 | 加仓 |
| GE | GE AEROSPACE COM NEW | $24.33万 | 0.07% | 651 | -6 | -0.9% | -$2,242 | 重新持有 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $24.29万 | 0.07% | 793 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $24.25万 | 0.07% | 1,830 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $24.24万 | 0.07% | 1,040 | 1,040 | — | $24.24万 | 新建仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $24.14万 | 0.07% | 1,208 | 1,208 | — | $24.14万 | 新建仓 |
| TOL | TOLL BROTHERS INC COM | $23.79万 | 0.07% | 1,444 | 1,444 | — | $23.79万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.46万 | 0.07% | 4,971 | -885 | -15.1% | -$4.18万 | 减仓 |
| STT | STATE STR CORP COM | $23.32万 | 0.07% | 1,375 | 1,375 | — | $23.32万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $23.31万 | 0.07% | 6,696 | 6,696 | — | $23.31万 | 新建仓 |
| MCK | MCKESSON CORP COM | $23.05万 | 0.07% | 305 | -25 | -7.6% | -$1.89万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $22.96万 | 0.07% | 447 | 33 | 8.0% | $1.69万 | 加仓 |
| MATX | MATSON INC COM | $22.53万 | 0.06% | 1,172 | 1,172 | — | $22.53万 | 新建仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $22.27万 | 0.06% | 3,693 | 3,693 | — | $22.27万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $22.18万 | 0.06% | 1,258 | 1,258 | — | $22.18万 | 新建仓 |
| NEU | NEWMARKET CORP COM | $21.76万 | 0.06% | 275 | 275 | — | $21.76万 | 新建仓 |
| PCAR | PACCAR INC COM | $21.24万 | 0.06% | 1,768 | 31 | 1.8% | $3,724 | 加仓 |
| SSD | SIMPSON MFG INC COM | $20.73万 | 0.06% | 990 | 990 | — | $20.73万 | 新建仓 |
| O | REALTY INCOME CORP COM | $20.60万 | 0.06% | 3,324 | 3,324 | — | $20.60万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $20.44万 | 0.06% | 174 | 174 | — | $20.44万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $20.36万 | 0.06% | 406 | 20 | 5.2% | $1.00万 | 重新持有 |
| SBUX | STARBUCKS CORP COM | $20.24万 | 0.06% | 1,981 | 1,981 | — | $20.24万 | 新建仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $20.21万 | 0.06% | 3,909 | 3,909 | — | $20.21万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $20.14万 | 0.06% | 950 | 950 | — | $20.14万 | 新建仓 |
| T | AT&T INC COM | $20.09万 | 0.06% | 9,706 | 795 | 8.9% | $1.65万 | 加仓 |
| SAN | BANCO SANTANDER SA ADR | $17.93万 | 0.05% | 12,996 | 2,071 | 19.0% | $2.86万 | 加仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -3,905 | -100.0% | -$66.25万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -1,538 | -100.0% | -$31.97万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -672 | -100.0% | -$29.06万 | 清仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $0 | 0.00% | 0 | -1,267 | -100.0% | -$26.75万 | 清仓 |
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | -2,554 | -100.0% | -$24.81万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -1,826 | -100.0% | -$24.10万 | 清仓 |
| PRDO | PERDOCEO ED CORP COM | $0 | 0.00% | 0 | -6,135 | -100.0% | -$22.83万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $0 | 0.00% | 0 | -760 | -100.0% | -$21.36万 | 清仓 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -488 | -100.0% | -$21.00万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -2,004 | -100.0% | -$20.58万 | 清仓 |