Forbes Financial Planning, Inc.
EAST GREENWICH RI · SEC CIK 0001911316
$1.86亿2026Q2 申报市值
38持仓数
69.9%前十大占比 · 第一大 9.2%
2 / 2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
QQQ 新建仓+$21.94万
ET 新建仓+$20.46万
FLOT 加仓+$9.61万
APH 加仓+$7.05万
IEMG 加仓+$5.22万
2026Q2 卖出最多 按季末市值估算
FBND 减仓-$29.83万
XLE 清仓-$21.93万
PLTR 清仓-$20.84万
AMGN 减仓-$20.42万
GSLC 减仓-$17.07万
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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,580 | -100.0% | -$21.93万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,425 | -100.0% | -$20.84万 | 清仓 |
| ET | ENERGY TRANSFER L P | $20.46万 | 0.11% | 10,700 | 10,700 | — | $20.46万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.94万 | 0.12% | 298 | 298 | — | $21.94万 | 新建仓 |
| SO | SOUTHERN CO | $23.01万 | 0.12% | 2,404 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $23.21万 | 0.12% | 341 | -300 | -46.8% | -$20.42万 | 减仓 |
| V | VISA INC | $31.02万 | 0.17% | 904 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $32.77万 | 0.18% | 2,859 | -72 | -2.5% | -$8,252 | 减仓 |
| GOOG | ALPHABET INC | $33.57万 | 0.18% | 950 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $44.19万 | 0.24% | 5,130 | -132 | -2.5% | -$1.14万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $47.25万 | 0.25% | 9,126 | -6 | -0.1% | -$311 | 减仓 |
| APH | AMPHENOL CORP | $47.61万 | 0.26% | 2,700 | 400 | 17.4% | $7.05万 | 加仓 |
| AMZN | AMAZON COM INC | $56.76万 | 0.30% | 2,801 | -99 | -3.4% | -$2.01万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $62.61万 | 0.34% | 3,461 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $69.77万 | 0.37% | 9,504 | -834 | -8.1% | -$6.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $72.66万 | 0.39% | 1,948 | -12 | -0.6% | -$4,476 | 减仓 |
| IJT | ISHARES TR | $72.87万 | 0.39% | 4,080 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $79.56万 | 0.43% | 15,704 | -677 | -4.1% | -$3.43万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $132.15万 | 0.71% | 6,936 | 1 | 0.0% | $191 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $141.70万 | 0.76% | 22,814 | -1,408 | -5.8% | -$8.75万 | 减仓 |
| SDY | SPDR SERIES TRUST | $177.92万 | 0.95% | 11,692 | -50 | -0.4% | -$7,609 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $191.93万 | 1.03% | 24,627 | -119 | -0.5% | -$9,274 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $208.72万 | 1.12% | 2,795 | -70 | -2.4% | -$5.23万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $309.46万 | 1.66% | 25,977 | -278 | -1.1% | -$3.31万 | 减仓 |
| IEMG | ISHARES INC | $367.62万 | 1.97% | 44,377 | 630 | 1.4% | $5.22万 | 加仓 |
| GLDM | WORLD GOLD TR | $424.83万 | 2.28% | 53,510 | -236 | -0.4% | -$1.87万 | 减仓 |
| AAPL | APPLE INC | $572.84万 | 3.07% | 19,797 | 3 | 0.0% | $868 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $775.86万 | 4.16% | 54,680 | -1,203 | -2.2% | -$17.07万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $779.25万 | 4.18% | 21,059 | -153 | -0.7% | -$5.66万 | 减仓 |
| FLOT | ISHARES TR | $787.28万 | 4.22% | 154,217 | 1,883 | 1.2% | $9.61万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $842.20万 | 4.52% | 251,705 | -1,526 | -0.6% | -$5.11万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,090.84万 | 5.85% | 29,829 | -86 | -0.3% | -$3.14万 | 减仓 |
| DGRO | ISHARES TR | $1,129.02万 | 6.06% | 148,966 | 435 | 0.3% | $3.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,135.07万 | 6.09% | 52,084 | -69 | -0.1% | -$1.50万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,177.85万 | 6.32% | 293,507 | -421 | -0.1% | -$1.69万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,306.49万 | 7.01% | 53,767 | -312 | -0.6% | -$7.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,397.81万 | 7.50% | 196,183 | -716 | -0.4% | -$5.10万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,602.45万 | 8.60% | 202,765 | -2,116 | -1.0% | -$16.72万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,632.99万 | 8.76% | 358,978 | -6,557 | -1.8% | -$29.83万 | 减仓 |
| IVV | ISHARES TR | $1,718.35万 | 9.22% | 22,945 | -226 | -1.0% | -$16.93万 | 减仓 |