Planning Center, Inc.
MOLINE IL · SEC CIK 0001910966
$9.87亿2026Q1 申报市值
78持仓数
79.6%前十大占比 · 第一大 18.3%
3 / 1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
DUSB 加仓+$688.67万
DFSD 加仓+$547.34万
DFGX 加仓+$402.67万
DFIP 加仓+$175.91万
DIMENSIONAL ETF 加仓+$127.86万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$593.42万
DFIV 减仓-$385.33万
DFUV 减仓-$226.72万
DISV 减仓-$172.80万
DIMENSIONAL ETF 减仓-$169.77万
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 |
|---|---|---|---|---|---|---|---|---|
| — | REV GROUP INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$42.57万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $20.00万 | 0.02% | 1,005 | 7 | 0.7% | $1,393 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $20.03万 | 0.02% | 1,437 | 1,437 | — | $20.03万 | 新建仓 |
| META | META PLATFORMS INC | $20.10万 | 0.02% | 351 | 5 | 1.4% | $2,863 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $20.51万 | 0.02% | 3,504 | -307 | -8.1% | -$1.80万 | 减仓 |
| DHR | DANAHER CORP DEL | $20.95万 | 0.02% | 1,105 | 5 | 0.5% | $948 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $21.20万 | 0.02% | 6,050 | 6,050 | — | $21.20万 | 新建仓 |
| AVGO | BROADCOM INC | $21.36万 | 0.02% | 690 | 3 | 0.4% | $929 | 加仓 |
| UNP | UNION PAC CORP | $22.52万 | 0.02% | 928 | -72 | -7.2% | -$1.75万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $22.71万 | 0.02% | 3,203 | 8 | 0.3% | $567 | 加仓 |
| AMGN | AMGEN INC | $24.24万 | 0.02% | 689 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $24.72万 | 0.03% | 5,854 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $26.18万 | 0.03% | 10,431 | -1,453 | -12.2% | -$3.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $26.24万 | 0.03% | 439 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $26.47万 | 0.03% | 2,201 | 69 | 3.2% | $8,300 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.95万 | 0.03% | 1,820 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $27.38万 | 0.03% | 5,499 | -511 | -8.5% | -$2.54万 | 减仓 |
| SBUX | STARBUCKS CORP | $27.84万 | 0.03% | 3,107 | 76 | 2.5% | $6,809 | 加仓 |
| ABBV | ABBVIE INC | $29.21万 | 0.03% | 1,343 | 51 | 3.9% | $1.11万 | 加仓 |
| XEL | XCEL ENERGY INC | $29.71万 | 0.03% | 3,740 | 4 | 0.1% | $318 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.09万 | 0.03% | 1,112 | 8 | 0.7% | $2,165 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $30.23万 | 0.03% | 2,611 | 229 | 9.6% | $2.65万 | 加仓 |
| TMUS | T-MOBILE US INC | $34.32万 | 0.03% | 1,634 | 51 | 3.2% | $1.07万 | 加仓 |
| — | UNITED SEC BANCSHARES CALIF | $37.86万 | 0.04% | 36,025 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $38.86万 | 0.04% | 903 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $39.53万 | 0.04% | 927 | -86 | -8.5% | -$3.67万 | 减仓 |
| KO | COCA COLA CO | $40.44万 | 0.04% | 5,318 | 2 | 0.0% | $152 | 加仓 |
| TEX | TEREX CORP NEW | $40.60万 | 0.04% | 6,869 | 6,869 | — | $40.60万 | 新建仓 |
| IXUS | ISHARES TR | $41.78万 | 0.04% | 4,822 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $44.86万 | 0.05% | 2,326 | 469 | 25.3% | $9.05万 | 加仓 |
| GOOGL | ALPHABET INC | $45.63万 | 0.05% | 1,587 | 398 | 33.5% | $11.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.76万 | 0.05% | 1,971 | 384 | 24.2% | $9.31万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $48.30万 | 0.05% | 6,384 | -172 | -2.6% | -$1.30万 | 减仓 |
| LLY | ELI LILLY & CO | $51.51万 | 0.05% | 560 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $53.75万 | 0.05% | 1,874 | -8 | -0.4% | -$2,294 | 减仓 |
| V | VISA INC | $53.92万 | 0.05% | 1,784 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $55.36万 | 0.06% | 1,201 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $58.09万 | 0.06% | 5,136 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $65.48万 | 0.07% | 2,041 | 64 | 3.2% | $2.05万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $69.11万 | 0.07% | 3,523 | -13 | -0.4% | -$2,550 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $75.26万 | 0.08% | 3,079 | 509 | 19.8% | $12.44万 | 加仓 |
| WMT | WALMART INC | $76.44万 | 0.08% | 6,151 | 133 | 2.2% | $1.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $87.58万 | 0.09% | 6,063 | 117 | 2.0% | $1.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $91.16万 | 0.09% | 31,296 | -816 | -2.5% | -$2.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.35万 | 0.09% | 1,420 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $93.79万 | 0.10% | 6,376 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $98.01万 | 0.10% | 1,501 | -286 | -16.0% | -$18.68万 | 减仓 |
| HD | HOME DEPOT INC | $106.82万 | 0.11% | 3,248 | 53 | 1.7% | $1.74万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $107.86万 | 0.11% | 10,664 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $114.63万 | 0.12% | 1,618 | 295 | 22.3% | $20.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $120.34万 | 0.12% | 4,091 | 408 | 11.1% | $12.00万 | 加仓 |
| AMZN | AMAZON COM INC | $143.25万 | 0.15% | 6,878 | -816 | -10.6% | -$16.99万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $154.11万 | 0.16% | 36,373 | -1,254 | -3.3% | -$5.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $160.05万 | 0.16% | 9,177 | 1,502 | 19.6% | $26.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $178.02万 | 0.18% | 4,809 | 551 | 12.9% | $20.40万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $180.82万 | 0.18% | 8,408 | -1,447 | -14.7% | -$31.12万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $183.27万 | 0.19% | 24,223 | -6,018 | -19.9% | -$45.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $317.47万 | 0.32% | 6,625 | -58 | -0.9% | -$2.78万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $759.11万 | 0.77% | 184,743 | 2,081 | 1.1% | $8.55万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $770.79万 | 0.78% | 181,791 | -8,629 | -4.5% | -$36.59万 | 减仓 |
| DE | DEERE & CO | $792.23万 | 0.80% | 14,064 | -448 | -3.1% | -$25.24万 | 减仓 |
| AAPL | APPLE INC | $809.47万 | 0.82% | 31,895 | -1,903 | -5.6% | -$48.30万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $977.73万 | 0.99% | 188,959 | 4,748 | 2.6% | $24.57万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,385.96万 | 1.40% | 411,631 | -20,729 | -4.8% | -$69.79万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,454.21万 | 1.47% | 547,107 | -2,182 | -0.4% | -$5.80万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,664.43万 | 1.69% | 481,746 | -9,744 | -2.0% | -$33.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,137.22万 | 2.17% | 300,467 | -12,679 | -4.0% | -$90.19万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,715.28万 | 2.75% | 688,458 | -43,813 | -6.0% | -$172.80万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,920.15万 | 2.96% | 467,598 | 6,460 | 1.4% | $40.34万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,447.19万 | 3.49% | 711,348 | -46,786 | -6.2% | -$226.72万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,556.74万 | 3.60% | 673,881 | -73,006 | -9.8% | -$385.33万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $4,417.27万 | 4.48% | 1,058,790 | 42,165 | 4.1% | $175.91万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $5,887.38万 | 5.96% | 1,827,243 | -28,836 | -1.6% | -$92.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6,073.58万 | 6.15% | 1,652,225 | 34,783 | 2.2% | $127.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,297.80万 | 7.39% | 1,877,973 | -43,687 | -2.3% | -$169.77万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $8,143.30万 | 8.25% | 1,552,569 | 76,771 | 5.2% | $402.67万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8,268.38万 | 8.38% | 2,434,023 | -174,690 | -6.7% | -$593.42万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1.34亿 | 13.62% | 2,808,255 | 114,315 | 4.2% | $547.34万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1.80亿 | 18.25% | 3,552,627 | 135,805 | 4.0% | $688.67万 | 加仓 |