Life Planning Partners, Inc
JACKSONVILLE FL · SEC CIK 0001910934
$1.35亿2026Q2 申报市值
71持仓数
57.9%前十大占比 · 第一大 19.7%
5 / 3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
VXUS 新建仓+$85.46万
GOOG 新建仓+$82.71万
ORCL 新建仓+$39.86万
AMD 新建仓+$28.17万
CAT 新建仓+$22.90万
2026Q2 卖出最多 按季末市值估算
ITOT 减仓-$243.50万
TSLA 减仓-$90.19万
IEFA 减仓-$88.63万
AVDE 减仓-$62.57万
IEMG 减仓-$60.28万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $2,656.01万 | 19.74% | 161,686 | -14,823 | -8.4% | -$243.50万 | 减仓 |
| IEFA | ISHARES TR | $1,060.52万 | 7.88% | 109,808 | -9,177 | -7.7% | -$88.63万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $853.09万 | 6.34% | 23,054 | -551 | -2.3% | -$20.39万 | 减仓 |
| IEMG | ISHARES INC | $614.06万 | 4.56% | 74,126 | -7,277 | -8.9% | -$60.28万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $576.50万 | 4.28% | 80,913 | -7,303 | -8.3% | -$52.03万 | 减仓 |
| SUB | ISHARES TR | $537.30万 | 3.99% | 50,465 | -4,117 | -7.5% | -$43.83万 | 减仓 |
| MUB | ISHARES TR | $450.31万 | 3.35% | 41,843 | -336 | -0.8% | -$3.62万 | 减仓 |
| CLIP | GLOBAL X FDS | $366.65万 | 2.73% | 36,541 | 993 | 2.8% | $9.96万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $341.39万 | 2.54% | 67,750 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $330.61万 | 2.46% | 71,639 | -9,759 | -12.0% | -$45.04万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $278.19万 | 2.07% | 46,606 | -3,579 | -7.1% | -$21.36万 | 减仓 |
| IUSV | ISHARES TR | $269.77万 | 2.01% | 24,491 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $261.16万 | 1.94% | 31,872 | -1,821 | -5.4% | -$14.92万 | 减仓 |
| SLQD | ISHARES TR | $256.23万 | 1.90% | 50,869 | 1,019 | 2.0% | $5.13万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $248.13万 | 1.84% | 19,373 | -1,626 | -7.7% | -$20.83万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $216.05万 | 1.61% | 26,140 | -1,108 | -4.1% | -$9.16万 | 减仓 |
| VB | VANGUARD INDEX FDS | $206.99万 | 1.54% | 6,829 | -1,906 | -21.8% | -$57.77万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $198.60万 | 1.48% | 48,146 | -3,602 | -7.0% | -$14.86万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $194.23万 | 1.44% | 38,530 | -6,238 | -13.9% | -$31.45万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $181.64万 | 1.35% | 38,336 | -1,089 | -2.8% | -$5.16万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $157.44万 | 1.17% | 42,736 | -3,571 | -7.7% | -$13.16万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $147.41万 | 1.10% | 19,219 | -1,644 | -7.9% | -$12.61万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $136.03万 | 1.01% | 15,250 | -7,015 | -31.5% | -$62.57万 | 减仓 |
| VV | VANGUARD INDEX FDS | $135.13万 | 1.00% | 3,929 | -1,215 | -23.6% | -$41.79万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $131.68万 | 0.98% | 31,799 | -292 | -0.9% | -$1.21万 | 减仓 |
| XPO | XPO INC | $131.08万 | 0.97% | 6,385 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $125.90万 | 0.94% | 1,681 | -145 | -7.9% | -$10.86万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $116.29万 | 0.86% | 13,886 | -897 | -6.1% | -$7.51万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $112.75万 | 0.84% | 22,291 | -1,677 | -7.0% | -$8.48万 | 减仓 |
| LQD | ISHARES TR | $111.09万 | 0.83% | 10,185 | 1,499 | 17.3% | $16.35万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $110.40万 | 0.82% | 15,039 | -638 | -4.1% | -$4.68万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $109.09万 | 0.81% | 37,232 | -3,660 | -9.0% | -$10.72万 | 减仓 |
| IXUS | ISHARES TR | $105.57万 | 0.78% | 11,061 | -608 | -5.2% | -$5.80万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $104.85万 | 0.78% | 1,072 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $94.09万 | 0.70% | 18,901 | -694 | -3.5% | -$3.45万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $86.43万 | 0.64% | 3,557 | -109 | -3.0% | -$2.65万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $85.46万 | 0.64% | 9,997 | 9,997 | — | $85.46万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $85.20万 | 0.63% | 5,522 | -1,036 | -15.8% | -$15.98万 | 减仓 |
| GOOG | ALPHABET INC | $82.71万 | 0.61% | 2,341 | 2,341 | — | $82.71万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $80.92万 | 0.60% | 3,713 | -13 | -0.3% | -$2,833 | 减仓 |
| CMF | ISHARES TR | $61.35万 | 0.46% | 10,644 | 2,307 | 27.7% | $13.30万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $59.37万 | 0.44% | 11,466 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $52.46万 | 0.39% | 6,733 | -128 | -1.9% | -$9,972 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $49.91万 | 0.37% | 5,637 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $49.75万 | 0.37% | 10,338 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $47.29万 | 0.35% | 9,784 | -286 | -2.8% | -$1.38万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $44.58万 | 0.33% | 6,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $42.85万 | 0.32% | 7,520 | -317 | -4.0% | -$1.81万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $42.82万 | 0.32% | 9,548 | -2,518 | -20.9% | -$11.29万 | 减仓 |
| AGG | ISHARES TR | $41.56万 | 0.31% | 4,199 | 643 | 18.1% | $6.36万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $40.96万 | 0.30% | 10,992 | 32 | 0.3% | $1,192 | 加仓 |
| ABBV | ABBVIE INC | $40.34万 | 0.30% | 1,603 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $39.86万 | 0.30% | 2,720 | 2,720 | — | $39.86万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $37.15万 | 0.28% | 3,605 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.52万 | 0.27% | 4,621 | 14 | 0.3% | $1,106 | 加仓 |
| IWY | ISHARES TR | $33.19万 | 0.25% | 1,142 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $31.11万 | 0.23% | 3,226 | 1 | 0.0% | $96 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $30.70万 | 0.23% | 6,055 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $30.35万 | 0.23% | 3,920 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $28.33万 | 0.21% | 759 | 20 | 2.7% | $7,464 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.17万 | 0.21% | 485 | 485 | — | $28.17万 | 新建仓 |
| IJS | ISHARES TR | $27.91万 | 0.21% | 2,042 | -72 | -3.4% | -$9,841 | 减仓 |
| TSLA | TESLA INC | $27.68万 | 0.21% | 658 | -2,144 | -76.5% | -$90.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $25.17万 | 0.19% | 769 | -393 | -33.8% | -$12.86万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.00万 | 0.19% | 2,143 | 95 | 4.6% | $1.11万 | 加仓 |
| AAPL | APPLE INC | $24.83万 | 0.18% | 858 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $24.02万 | 0.18% | 4,979 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $22.90万 | 0.17% | 215 | 215 | — | $22.90万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $20.59万 | 0.15% | 3,811 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $20.38万 | 0.15% | 2,366 | 1,956 | 477.1% | $16.85万 | 重新持有 |
| VTES | VANGUARD WELLINGTON FD | $20.26万 | 0.15% | 2,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,839 | -100.0% | -$38.04万 | 清仓 |
| AVES | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,130 | -100.0% | -$24.77万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,234 | -100.0% | -$20.94万 | 清仓 |