Planning Center, Inc.
MOLINE IL · SEC CIK 0001910966
$10.60亿2026Q2 申报市值
84持仓数
78.8%前十大占比 · 第一大 17.6%
9 / 4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
DUSB 加仓+$639.46万
DFSD 加仓+$458.68万
VBIL 加仓+$242.56万
DFGX 加仓+$230.22万
DIHP 加仓+$125.64万
2026Q2 卖出最多 按季末市值估算
DFAX 减仓-$156.81万
DFEM 减仓-$128.76万
DFUV 减仓-$67.18万
DIMENSIONAL ETF 减仓-$41.96万
UNITED SEC BANCS 清仓-$37.86万
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 |
|---|---|---|---|---|---|---|---|---|
| — | UNITED SEC BANCSHARES CALIF | $0 | 0.00% | 0 | -36,025 | -100.0% | -$37.86万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -689 | -100.0% | -$24.24万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -351 | -100.0% | -$20.10万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,437 | -100.0% | -$20.03万 | 清仓 |
| — | THE REAL BROKERAGE INC | $3.69万 | 0.00% | 20,279 | 20,279 | — | $3.69万 | 新建仓 |
| — | AMERICAN RES CORP | $16.97万 | 0.02% | 78,948 | 78,948 | — | $16.97万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $20.39万 | 0.02% | 3,504 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $21.05万 | 0.02% | 1,105 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $21.49万 | 0.02% | 1,449 | 1,449 | — | $21.49万 | 新建仓 |
| BA | BOEING CO | $21.76万 | 0.02% | 1,005 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $22.21万 | 0.02% | 425 | 2 | 0.5% | $1,045 | 重新持有 |
| VBK | VANGUARD INDEX FDS | $23.11万 | 0.02% | 632 | 632 | — | $23.11万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $23.18万 | 0.02% | 862 | 862 | — | $23.18万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.47万 | 0.02% | 6,050 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $23.87万 | 0.02% | 1,253 | 1,253 | — | $23.87万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $24.71万 | 0.02% | 5,854 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $25.37万 | 0.02% | 933 | 5 | 0.5% | $1,360 | 加仓 |
| AVGO | BROADCOM INC | $26.10万 | 0.02% | 691 | 1 | 0.1% | $378 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $26.31万 | 0.02% | 3,211 | 8 | 0.2% | $655 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $27.37万 | 0.03% | 5,499 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $27.41万 | 0.03% | 1,634 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.26万 | 0.03% | 2,199 | -2 | -0.1% | -$257 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.76万 | 0.03% | 1,820 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $30.03万 | 0.03% | 3,740 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $30.21万 | 0.03% | 10,431 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $30.49万 | 0.03% | 2,611 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $31.80万 | 0.03% | 3,112 | 5 | 0.2% | $511 | 加仓 |
| ABBV | ABBVIE INC | $33.80万 | 0.03% | 1,343 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $34.30万 | 0.03% | 931 | 28 | 3.1% | $1.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $34.39万 | 0.03% | 467 | 467 | — | $34.39万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $39.64万 | 0.04% | 577 | 138 | 31.4% | $9.48万 | 加仓 |
| IWF | ISHARES TR | $41.08万 | 0.04% | 3,308 | -400 | -10.8% | -$4.97万 | 减仓 |
| KO | COCA COLA CO | $43.34万 | 0.04% | 5,333 | 15 | 0.3% | $1,219 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $43.74万 | 0.04% | 16,283 | 16,283 | — | $43.74万 | 新建仓 |
| RTX | RTX CORPORATION | $44.18万 | 0.04% | 2,328 | 2 | 0.1% | $380 | 加仓 |
| IXUS | ISHARES TR | $46.02万 | 0.04% | 4,822 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $46.22万 | 0.04% | 1,112 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $47.80万 | 0.05% | 1,202 | 1 | 0.1% | $398 | 加仓 |
| TEX | TEREX CORP NEW | $49.72万 | 0.05% | 6,868 | -1 | -0.0% | -$72 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.40万 | 0.05% | 1,970 | -1 | -0.1% | -$281 | 减仓 |
| INTC | INTEL CORP | $57.97万 | 0.05% | 4,152 | 4,152 | — | $57.97万 | 新建仓 |
| GOOGL | ALPHABET INC | $61.01万 | 0.06% | 1,707 | 120 | 7.6% | $4.29万 | 加仓 |
| V | VISA INC | $62.92万 | 0.06% | 1,834 | 50 | 2.8% | $1.72万 | 加仓 |
| LLY | ELI LILLY & CO | $67.17万 | 0.06% | 560 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $69.35万 | 0.07% | 1,963 | 89 | 4.7% | $3.14万 | 加仓 |
| IVW | ISHARES TR | $70.64万 | 0.07% | 5,136 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $70.80万 | 0.07% | 6,251 | 100 | 1.6% | $1.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $71.13万 | 0.07% | 1,922 | -119 | -5.8% | -$4.40万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $76.77万 | 0.07% | 3,523 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $78.09万 | 0.07% | 3,075 | -4 | -0.1% | -$1,016 | 减仓 |
| PG | PROCTER & GAMBLE CO | $88.91万 | 0.08% | 6,063 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $93.45万 | 0.09% | 6,377 | 1 | 0.0% | $147 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $103.02万 | 0.10% | 10,169 | -495 | -4.6% | -$5.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $106.04万 | 0.10% | 1,420 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $107.47万 | 0.10% | 31,759 | 463 | 1.5% | $1.57万 | 加仓 |
| IVV | ISHARES TR | $112.37万 | 0.11% | 1,501 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $114.55万 | 0.11% | 3,248 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $137.93万 | 0.13% | 4,214 | 123 | 3.0% | $4.03万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $152.22万 | 0.14% | 20,119 | -4,104 | -16.9% | -$31.05万 | 减仓 |
| AMZN | AMAZON COM INC | $164.19万 | 0.15% | 6,889 | 11 | 0.2% | $2,622 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $174.91万 | 0.17% | 35,784 | -589 | -1.6% | -$2.88万 | 减仓 |
| CAT | CATERPILLAR INC | $177.36万 | 0.17% | 1,666 | 48 | 3.0% | $5.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $179.17万 | 0.17% | 4,803 | -6 | -0.1% | -$2,238 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $193.16万 | 0.18% | 8,163 | -245 | -2.9% | -$5.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $195.13万 | 0.18% | 9,752 | 575 | 6.3% | $11.51万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $290.88万 | 0.27% | 38,435 | 32,051 | 502.1% | $242.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $341.22万 | 0.32% | 6,819 | 194 | 2.9% | $9.71万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $835.16万 | 0.79% | 185,179 | 3,388 | 1.9% | $15.28万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $870.87万 | 0.82% | 186,762 | 2,019 | 1.1% | $9.41万 | 加仓 |
| AAPL | APPLE INC | $901.02万 | 0.85% | 31,138 | -757 | -2.4% | -$21.90万 | 减仓 |
| DE | DEERE & CO | $903.13万 | 0.85% | 14,238 | 174 | 1.2% | $11.04万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,007.37万 | 0.95% | 193,316 | 4,357 | 2.3% | $22.70万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,447.34万 | 1.37% | 413,172 | 1,541 | 0.4% | $5.40万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,599.12万 | 1.51% | 551,990 | 4,883 | 0.9% | $14.15万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,829.06万 | 1.73% | 450,063 | -31,683 | -6.6% | -$128.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,474.32万 | 2.33% | 300,501 | 34 | 0.0% | $2,800 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,799.00万 | 2.64% | 697,483 | 9,025 | 1.3% | $36.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,266.43万 | 3.08% | 467,301 | -297 | -0.1% | -$2.08万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,636.24万 | 3.43% | 673,128 | -753 | -0.1% | -$4.07万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,845.94万 | 3.63% | 699,135 | -12,213 | -1.7% | -$67.18万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $4,478.37万 | 4.23% | 1,085,533 | 26,743 | 2.5% | $110.33万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $6,361.11万 | 6.00% | 1,864,060 | 36,817 | 2.0% | $125.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,982.05万 | 6.59% | 1,673,148 | 20,923 | 1.3% | $87.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,288.73万 | 7.82% | 1,868,514 | -9,459 | -0.5% | -$41.96万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $8,551.18万 | 8.07% | 1,595,524 | 42,955 | 2.8% | $230.22万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8,810.13万 | 8.31% | 2,391,457 | -42,566 | -1.7% | -$156.81万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1.39亿 | 13.09% | 2,904,314 | 96,059 | 3.4% | $458.68万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1.87亿 | 17.63% | 3,678,554 | 125,927 | 3.5% | $639.46万 | 加仓 |