Treasure Coast Financial Planning
VERO BEACH FL · SEC CIK 0001911307
$1.94亿2026Q1 申报市值
48持仓数
71.6%前十大占比 · 第一大 17.0%
4 / 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
LDUR 加仓+$343.06万
BILS 加仓+$125.87万
FIRST TR EXCHANG 新建仓+$72.73万
BIL 加仓+$60.27万
FIRST TR EXCHANG 加仓+$55.15万
2026Q1 卖出最多 按季末市值估算
BOND 减仓-$140.43万
GNR 减仓-$82.18万
TIPX 减仓-$61.65万
NVDA 清仓-$23.59万
VTI 减仓-$17.26万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $3,294.57万 | 16.96% | 416,689 | -1,878 | -0.4% | -$14.85万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,524.89万 | 13.00% | 553,081 | 4,359 | 0.8% | $19.90万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,405.08万 | 7.23% | 141,297 | 12,658 | 9.8% | $125.87万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,329.78万 | 6.84% | 145,104 | 6,577 | 4.7% | $60.27万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,062.63万 | 5.47% | 363,917 | -2,721 | -0.7% | -$7.95万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $1,020.53万 | 5.25% | 531,767 | -32,123 | -5.7% | -$61.65万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $950.75万 | 4.89% | 261,478 | 9,425 | 3.7% | $34.27万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $838.56万 | 4.32% | 112,327 | -11,008 | -8.9% | -$82.18万 | 减仓 |
| LDUR | PIMCO ETF TR | $773.83万 | 3.98% | 80,743 | 35,795 | 79.6% | $343.06万 | 加仓 |
| BOND | PIMCO ETF TR | $711.76万 | 3.66% | 77,127 | -15,217 | -16.5% | -$140.43万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $660.33万 | 3.40% | 128,867 | 4,685 | 3.8% | $24.01万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $642.73万 | 3.31% | 134,402 | 5,502 | 4.3% | $26.31万 | 加仓 |
| — | SSGA ACTIVE TR | $610.52万 | 3.14% | 143,405 | 8,776 | 6.5% | $37.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $379.00万 | 1.95% | 11,814 | -538 | -4.4% | -$17.26万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $375.62万 | 1.93% | 79,869 | -579 | -0.7% | -$2.72万 | 减仓 |
| SDY | SPDR SERIES TRUST | $351.72万 | 1.81% | 24,104 | 469 | 2.0% | $6.84万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $258.75万 | 1.33% | 27,694 | -323 | -1.2% | -$3.02万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $242.29万 | 1.25% | 64,193 | 14,611 | 29.5% | $55.15万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $228.86万 | 1.18% | 39,743 | 5,272 | 15.3% | $30.36万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $186.84万 | 0.96% | 24,411 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $181.87万 | 0.94% | 72,031 | 3,511 | 5.1% | $8.86万 | 加仓 |
| — | EXXON MOBIL CORP | $159.46万 | 0.82% | 9,399 | -86 | -0.9% | -$1.46万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $150.76万 | 0.78% | 32,194 | -1,183 | -3.5% | -$5.54万 | 减仓 |
| AAPL | APPLE INC | $113.09万 | 0.58% | 4,456 | -70 | -1.5% | -$1.78万 | 减仓 |
| EBND | SPDR SERIES TRUST | $106.66万 | 0.55% | 51,677 | -559 | -1.1% | -$1.15万 | 减仓 |
| — | ISHARES TR | $94.52万 | 0.49% | 37,127 | -2,568 | -6.5% | -$6.54万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $86.14万 | 0.44% | 33,116 | -533 | -1.6% | -$1.39万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $72.73万 | 0.37% | 21,472 | 21,472 | — | $72.73万 | 新建仓 |
| WMT | WALMART INC | $59.65万 | 0.31% | 4,800 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $48.96万 | 0.25% | 27,429 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $41.42万 | 0.21% | 18,047 | -7,048 | -28.1% | -$16.18万 | 减仓 |
| SGOV | ISHARES TR | $41.37万 | 0.21% | 4,110 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $37.48万 | 0.19% | 13,473 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $36.67万 | 0.19% | 1,500 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $35.93万 | 0.18% | 2,744 | -1 | -0.0% | -$131 | 减仓 |
| MSFT | MICROSOFT CORP | $33.94万 | 0.17% | 917 | -36 | -3.8% | -$1.33万 | 减仓 |
| TSLA | TESLA INC | $31.00万 | 0.16% | 834 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $26.75万 | 0.14% | 5,867 | 5,867 | — | $26.75万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.41万 | 0.14% | 265 | -7 | -2.6% | -$6,975 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.42万 | 0.12% | 3,037 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $22.95万 | 0.12% | 1,644 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $22.26万 | 0.11% | 389 | -21 | -5.1% | -$1.20万 | 减仓 |
| GLD | SPDR GOLD TR | $21.73万 | 0.11% | 505 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $21.34万 | 0.11% | 11,984 | -2,025 | -14.5% | -$3.61万 | 减仓 |
| BAC | BANK AMERICA CORP | $20.88万 | 0.11% | 4,284 | 1 | 0.0% | $49 | 加仓 |
| NEE | NEXTERA ENERGY INC | $20.43万 | 0.11% | 2,200 | 2,200 | — | $20.43万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.24万 | 0.10% | 2,500 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $20.19万 | 0.10% | 2,200 | 2,200 | — | $20.19万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,265 | -100.0% | -$23.59万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |