Investments & Financial Planning, LLC
LEXINGTON KY · SEC CIK 0001909307
$2.11亿2026Q2 申报市值
40持仓数
90.4%前十大占比 · 第一大 21.5%
3 / 1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
SPYG 加仓+$49.48万
MU 新建仓+$30.70万
URTH 加仓+$30.23万
CGGR 加仓+$27.83万
VO 加仓+$26.82万
2026Q2 卖出最多 按季末市值估算
VCSH 减仓-$86.09万
SYBT 减仓-$24.95万
SCHW 清仓-$23.60万
VWOB 减仓-$7.83万
ASML 减仓-$5.75万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,511 | -100.0% | -$23.60万 | 清仓 |
| GOOGL | ALPHABET INC | $20.33万 | 0.10% | 569 | -138 | -19.5% | -$4.93万 | 重新持有 |
| CASY | CASEYS GEN STORES INC | $20.33万 | 0.10% | 256 | 256 | — | $20.33万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $20.45万 | 0.10% | 3,949 | -406 | -9.3% | -$2.10万 | 重新持有 |
| JNK | SPDR SERIES TRUST | $22.27万 | 0.11% | 2,311 | 16 | 0.7% | $1,542 | 加仓 |
| BA | BOEING CO | $22.86万 | 0.11% | 1,056 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.88万 | 0.11% | 500 | 500 | — | $23.88万 | 新建仓 |
| ASML | ASML HLDG NV | $25.17万 | 0.12% | 127 | -29 | -18.6% | -$5.75万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.25万 | 0.13% | 3,965 | 12 | 0.3% | $855 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.70万 | 0.15% | 266 | 266 | — | $30.70万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $32.95万 | 0.16% | 4,900 | -1,164 | -19.2% | -$7.83万 | 减仓 |
| LQD | ISHARES TR | $37.19万 | 0.18% | 3,410 | -30 | -0.9% | -$3,272 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $41.48万 | 0.20% | 8,231 | -264 | -3.1% | -$1.33万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $43.35万 | 0.21% | 16,988 | -813 | -4.6% | -$2.07万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $44.70万 | 0.21% | 1,840 | 1 | 0.1% | $243 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $45.00万 | 0.21% | 13,299 | -92 | -0.7% | -$3,113 | 减仓 |
| SUB | ISHARES TR | $47.91万 | 0.23% | 4,499 | 535 | 13.5% | $5.70万 | 加仓 |
| AMZN | AMAZON COM INC | $48.93万 | 0.23% | 2,053 | -20 | -1.0% | -$4,767 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $51.38万 | 0.24% | 6,719 | -3,263 | -32.7% | -$24.95万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $52.83万 | 0.25% | 2,674 | 10 | 0.4% | $1,976 | 加仓 |
| SPYV | SPDR SERIES TRUST | $61.20万 | 0.29% | 10,067 | -150 | -1.5% | -$9,119 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $67.59万 | 0.32% | 13,955 | -760 | -5.2% | -$3.68万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $68.74万 | 0.33% | 19,748 | 532 | 2.8% | $1.85万 | 加仓 |
| AAPL | APPLE INC | $69.56万 | 0.33% | 2,404 | 30 | 1.3% | $8,681 | 加仓 |
| MSFT | MICROSOFT CORP | $72.92万 | 0.35% | 1,955 | 145 | 8.0% | $5.41万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $83.33万 | 0.39% | 9,482 | -270 | -2.8% | -$2.37万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $101.21万 | 0.48% | 4,644 | 19 | 0.4% | $4,141 | 加仓 |
| MUB | ISHARES TR | $103.77万 | 0.49% | 9,642 | 591 | 6.5% | $6.36万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $184.69万 | 0.87% | 21,440 | 26 | 0.1% | $2,240 | 加仓 |
| TSLA | TESLA INC | $236.97万 | 1.12% | 5,634 | 52 | 0.9% | $2.19万 | 加仓 |
| SHYG | ISHARES TR | $313.19万 | 1.48% | 73,848 | 2,313 | 3.2% | $9.81万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $410.15万 | 1.94% | 53,474 | -578 | -1.1% | -$4.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $497.19万 | 2.35% | 24,848 | 41 | 0.2% | $8,204 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $836.00万 | 3.96% | 53,265 | -144 | -0.3% | -$2.26万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $988.10万 | 4.68% | 125,029 | -10,893 | -8.0% | -$86.09万 | 减仓 |
| URTH | ISHARES INC | $1,161.97万 | 5.50% | 57,341 | 1,492 | 2.7% | $30.23万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,235.13万 | 5.85% | 261,680 | 5,896 | 2.3% | $27.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,891.73万 | 8.96% | 234,793 | 3,329 | 1.4% | $26.82万 | 加仓 |
| IJH | ISHARES TR | $3,150.94万 | 14.92% | 408,629 | 2,367 | 0.6% | $18.25万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,391.21万 | 20.79% | 369,041 | 4,158 | 1.1% | $49.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,532.55万 | 21.46% | 149,530 | 801 | 0.5% | $24.28万 | 加仓 |