Life Planning Partners, Inc
JACKSONVILLE FL · SEC CIK 0001910934
$1.31亿2026Q1 申报市值
68持仓数
57.6%前十大占比 · 第一大 19.2%
3 / 0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
ISTB 新建仓+$24.13万
MUB 加仓+$22.29万
EXXON MOBIL CORP 新建仓+$20.94万
DFIV 新建仓+$20.11万
DFAI 加仓+$19.54万
2026Q1 卖出最多 按季末市值估算
PH 减仓-$22.74万
FIDELITY MERRIMA 减仓-$14.58万
JPM 减仓-$6.00万
VSS 减仓-$5.50万
VTI 减仓-$4.97万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $2,514.02万 | 19.19% | 176,509 | -112 | -0.1% | -$1.60万 | 减仓 |
| IEFA | ISHARES TR | $1,077.17万 | 8.22% | 118,985 | -70 | -0.1% | -$6,337 | 减仓 |
| VTI | VANGUARD INDEX FDS | $757.27万 | 5.78% | 23,605 | -155 | -0.7% | -$4.97万 | 减仓 |
| SUB | ISHARES TR | $581.29万 | 4.44% | 54,582 | -42 | -0.1% | -$4,473 | 减仓 |
| IEMG | ISHARES INC | $567.78万 | 4.33% | 81,403 | 1,230 | 1.5% | $8.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $565.29万 | 4.31% | 88,216 | 2,604 | 3.0% | $16.69万 | 加仓 |
| MUB | ISHARES TR | $447.73万 | 3.42% | 42,179 | 2,100 | 5.2% | $22.29万 | 加仓 |
| IUSB | ISHARES TR | $375.98万 | 2.87% | 81,398 | -191 | -0.2% | -$8,822 | 减仓 |
| CLIP | GLOBAL X FDS | $356.76万 | 2.72% | 35,548 | 74 | 0.2% | $7,427 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $309.28万 | 2.36% | 67,750 | -460 | -0.7% | -$2.10万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $271.25万 | 2.07% | 50,185 | 672 | 1.4% | $3.63万 | 加仓 |
| SLQD | ISHARES TR | $251.69万 | 1.92% | 49,850 | 2,553 | 5.4% | $12.89万 | 加仓 |
| IUSV | ISHARES TR | $250.42万 | 1.91% | 24,491 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $238.92万 | 1.82% | 33,693 | 962 | 2.9% | $6.82万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $233.47万 | 1.78% | 20,999 | 830 | 4.1% | $9.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $228.79万 | 1.75% | 8,735 | 354 | 4.2% | $9.27万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $225.47万 | 1.72% | 27,248 | -567 | -2.0% | -$4.69万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $222.20万 | 1.70% | 44,768 | -2,938 | -6.2% | -$14.58万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $201.61万 | 1.54% | 51,748 | 5,016 | 10.7% | $19.54万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $188.90万 | 1.44% | 22,265 | 1,974 | 9.7% | $16.75万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $173.55万 | 1.32% | 39,425 | 3,992 | 11.3% | $17.57万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $161.02万 | 1.23% | 20,863 | -41 | -0.2% | -$3,164 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $157.31万 | 1.20% | 46,307 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $153.74万 | 1.17% | 5,144 | 550 | 12.0% | $16.44万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $133.31万 | 1.02% | 32,091 | 742 | 2.4% | $3.08万 | 加仓 |
| XPO | XPO INC | $124.22万 | 0.95% | 6,385 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $119.58万 | 0.91% | 23,968 | -100 | -0.4% | -$4,989 | 减仓 |
| IVV | ISHARES TR | $119.28万 | 0.91% | 1,826 | 18 | 1.0% | $1.18万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $115.45万 | 0.88% | 15,677 | 1 | 0.0% | $74 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $111.02万 | 0.85% | 14,783 | -191 | -1.3% | -$1.43万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $110.04万 | 0.84% | 40,892 | -746 | -1.8% | -$2.01万 | 减仓 |
| TSLA | TESLA INC | $104.17万 | 0.80% | 2,802 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $101.10万 | 0.77% | 11,669 | -30 | -0.3% | -$2,599 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $97.56万 | 0.74% | 19,595 | 5 | 0.0% | $249 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $95.97万 | 0.73% | 1,072 | -254 | -19.2% | -$22.74万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $95.61万 | 0.73% | 6,558 | -377 | -5.4% | -$5.50万 | 减仓 |
| LQD | ISHARES TR | $94.67万 | 0.72% | 8,686 | -64 | -0.7% | -$6,975 | 减仓 |
| VBR | VANGUARD INDEX FDS | $79.64万 | 0.61% | 3,666 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $73.10万 | 0.56% | 3,726 | 1 | 0.0% | $196 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $53.80万 | 0.41% | 6,861 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $53.79万 | 0.41% | 11,466 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $53.63万 | 0.41% | 12,066 | -984 | -7.5% | -$4.37万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $48.32万 | 0.37% | 10,338 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $48.27万 | 0.37% | 10,070 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $47.40万 | 0.36% | 8,337 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $46.47万 | 0.35% | 5,637 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $39.67万 | 0.30% | 6,000 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $38.94万 | 0.30% | 10,960 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $38.21万 | 0.29% | 7,837 | 3 | 0.0% | $146 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.04万 | 0.29% | 1,839 | 2 | 0.1% | $414 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.52万 | 0.28% | 4,607 | -121 | -2.6% | -$9,592 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $36.00万 | 0.27% | 3,605 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $35.30万 | 0.27% | 3,556 | 157 | 4.6% | $1.56万 | 加仓 |
| ABBV | ABBVIE INC | $34.86万 | 0.27% | 1,603 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $34.18万 | 0.26% | 1,162 | -204 | -14.9% | -$6.00万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $31.40万 | 0.24% | 6,055 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.95万 | 0.23% | 2,048 | -4 | -0.2% | -$585 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $29.33万 | 0.22% | 3,920 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $28.61万 | 0.22% | 3,225 | 2 | 0.1% | $177 | 加仓 |
| IWY | ISHARES TR | $28.42万 | 0.22% | 1,142 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $27.34万 | 0.21% | 739 | 213 | 40.5% | $7.88万 | 加仓 |
| IJS | ISHARES TR | $25.04万 | 0.19% | 2,114 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $24.77万 | 0.19% | 4,130 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $24.13万 | 0.18% | 4,979 | 4,979 | — | $24.13万 | 新建仓 |
| AAPL | APPLE INC | $21.77万 | 0.17% | 858 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $20.94万 | 0.16% | 1,234 | 1,234 | — | $20.94万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $20.23万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $20.11万 | 0.15% | 3,811 | 3,811 | — | $20.11万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |