Investments & Financial Planning, LLC
LEXINGTON KY · SEC CIK 0001909307
$1.84亿2026Q1 申报市值
36持仓数
90.2%前十大占比 · 第一大 21.2%
3 / 2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
SYBT 新建仓+$66.17万
BIV 加仓+$62.72万
SPYG 加仓+$53.11万
SHYG 加仓+$51.39万
MSFT 加仓+$43.58万
2026Q1 卖出最多 按季末市值估算
VB 减仓-$26.53万
BNDX 减仓-$23.06万
DIS 清仓-$21.97万
UNH 清仓-$21.20万
AAPL 减仓-$15.28万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,931 | -100.0% | -$21.97万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -642 | -100.0% | -$21.20万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ASML | ASML HLDG NV | $20.54万 | 0.11% | 156 | 156 | — | $20.54万 | 新建仓 |
| BA | BOEING CO | $21.02万 | 0.11% | 1,056 | -135 | -11.3% | -$2.69万 | 减仓 |
| JNK | SPDR SERIES TRUST | $21.97万 | 0.12% | 2,295 | 8 | 0.3% | $766 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $23.60万 | 0.13% | 2,511 | 11 | 0.4% | $1,034 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.33万 | 0.14% | 3,953 | 3,953 | — | $25.33万 | 新建仓 |
| LQD | ISHARES TR | $37.49万 | 0.20% | 3,440 | -377 | -9.9% | -$4.11万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $38.78万 | 0.21% | 8,495 | -548 | -6.1% | -$2.50万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.01万 | 0.21% | 13,391 | 1,505 | 12.7% | $4.38万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $39.84万 | 0.22% | 6,064 | -2,248 | -27.0% | -$14.77万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $39.94万 | 0.22% | 1,839 | -8 | -0.4% | -$1,738 | 减仓 |
| SUB | ISHARES TR | $42.21万 | 0.23% | 3,964 | 7 | 0.2% | $745 | 加仓 |
| AMZN | AMAZON COM INC | $43.17万 | 0.24% | 2,073 | 214 | 11.5% | $4.46万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $45.61万 | 0.25% | 17,801 | -332 | -1.8% | -$8,506 | 减仓 |
| VOE | VANGUARD INDEX FDS | $49.10万 | 0.27% | 2,664 | -18 | -0.7% | -$3,318 | 减仓 |
| SPYV | SPDR SERIES TRUST | $57.81万 | 0.31% | 10,217 | -17 | -0.2% | -$962 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $58.61万 | 0.32% | 19,216 | 1,604 | 9.1% | $4.89万 | 加仓 |
| AAPL | APPLE INC | $60.24万 | 0.33% | 2,374 | -602 | -20.2% | -$15.28万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $66.17万 | 0.36% | 9,982 | 9,982 | — | $66.17万 | 新建仓 |
| MSFT | MICROSOFT CORP | $67.02万 | 0.36% | 1,810 | 1,177 | 185.9% | $43.58万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $70.70万 | 0.38% | 14,715 | -4,800 | -24.6% | -$23.06万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $74.64万 | 0.41% | 9,752 | -583 | -5.6% | -$4.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $90.75万 | 0.49% | 4,625 | -111 | -2.3% | -$2.18万 | 减仓 |
| MUB | ISHARES TR | $96.07万 | 0.52% | 9,051 | 172 | 1.9% | $1.83万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $155.90万 | 0.85% | 3,569 | -14 | -0.4% | -$6,115 | 减仓 |
| TSLA | TESLA INC | $207.51万 | 1.13% | 5,582 | 25 | 0.4% | $9,294 | 加仓 |
| SHYG | ISHARES TR | $302.66万 | 1.65% | 71,535 | 12,146 | 20.5% | $51.39万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $417.17万 | 2.27% | 54,052 | 8,126 | 17.7% | $62.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $432.63万 | 2.36% | 24,807 | 527 | 2.2% | $9.19万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $738.76万 | 4.02% | 53,409 | -729 | -1.3% | -$10.08万 | 减仓 |
| URTH | ISHARES INC | $1,005.39万 | 5.47% | 55,849 | 1,514 | 2.8% | $27.26万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,028.00万 | 5.60% | 255,784 | 5,428 | 2.2% | $21.82万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,077.46万 | 5.87% | 135,922 | -362 | -0.3% | -$2.87万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,661.80万 | 9.05% | 57,866 | 581 | 1.0% | $16.69万 | 加仓 |
| IJH | ISHARES TR | $2,743.49万 | 14.94% | 406,262 | 1,471 | 0.4% | $9.93万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,572.57万 | 19.45% | 364,883 | 5,424 | 1.5% | $53.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,895.51万 | 21.21% | 148,729 | -1,013 | -0.7% | -$26.53万 | 减仓 |