Forbes Financial Planning, Inc.
EAST GREENWICH RI · SEC CIK 0001911316
$1.73亿2026Q1 申报市值
38持仓数
70.2%前十大占比 · 第一大 9.6%
0 / 0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
VCSH 加仓+$81.99万
FLOT 加仓+$64.92万
VBK 加仓+$56.70万
SPIB 加仓+$50.59万
DGRO 加仓+$45.58万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$248.30万
XLK 减仓-$96.13万
XLE 重新持有-$61.59万
GSLC 减仓-$26.80万
NEAR 减仓-$13.48万
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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $1,667.57万 | 9.63% | 365,535 | 3,796 | 1.0% | $17.32万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,624.10万 | 9.38% | 204,881 | 10,343 | 5.3% | $81.99万 | 加仓 |
| IVV | ISHARES TR | $1,513.15万 | 8.74% | 23,171 | 435 | 1.9% | $28.41万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,261.73万 | 7.29% | 196,899 | 3,925 | 2.0% | $25.15万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,174.86万 | 6.79% | 54,079 | 1,833 | 3.5% | $39.82万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,093.41万 | 6.32% | 293,928 | 12,049 | 4.3% | $44.82万 | 加仓 |
| DGRO | ISHARES TR | $1,042.39万 | 6.02% | 148,531 | 6,495 | 4.6% | $45.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,023.24万 | 5.91% | 52,153 | 1,788 | 3.6% | $35.08万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $904.19万 | 5.22% | 29,915 | 1,876 | 6.7% | $56.70万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $849.34万 | 4.91% | 253,231 | 15,083 | 6.3% | $50.59万 | 加仓 |
| FLOT | ISHARES TR | $776.14万 | 4.48% | 152,334 | 12,742 | 9.1% | $64.92万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $699.27万 | 4.04% | 55,883 | -2,142 | -3.7% | -$26.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $680.51万 | 3.93% | 21,212 | 379 | 1.8% | $12.16万 | 加仓 |
| AAPL | APPLE INC | $502.34万 | 2.90% | 19,794 | -9,784 | -33.1% | -$248.30万 | 减仓 |
| GLDM | WORLD GOLD TR | $498.17万 | 2.88% | 53,746 | 3,367 | 6.7% | $31.21万 | 加仓 |
| IEMG | ISHARES INC | $305.14万 | 1.76% | 43,747 | 2,808 | 6.9% | $19.59万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $253.67万 | 1.47% | 26,255 | -754 | -2.8% | -$7.29万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $186.32万 | 1.08% | 2,865 | -32 | -1.1% | -$2.08万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $171.73万 | 0.99% | 24,746 | -121 | -0.5% | -$8,397 | 减仓 |
| SDY | SPDR SERIES TRUST | $171.36万 | 0.99% | 11,742 | -359 | -3.0% | -$5.24万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $121.40万 | 0.70% | 24,222 | -580 | -2.3% | -$2.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $92.16万 | 0.53% | 6,935 | -7,233 | -51.1% | -$96.13万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $83.27万 | 0.48% | 16,381 | -2,652 | -13.9% | -$13.48万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $76.13万 | 0.44% | 10,338 | 135 | 1.3% | $9,941 | 加仓 |
| MSFT | MICROSOFT CORP | $72.55万 | 0.42% | 1,960 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $60.40万 | 0.35% | 2,900 | 0 | 0.0% | — | 重新持有 |
| IJT | ISHARES TR | $59.05万 | 0.34% | 4,080 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $57.22万 | 0.33% | 3,461 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $42.84万 | 0.25% | 9,132 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $38.31万 | 0.22% | 877 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $34.03万 | 0.20% | 2,931 | 74 | 2.6% | $8,592 | 加仓 |
| APH | AMPHENOL CORP | $30.32万 | 0.18% | 2,300 | 600 | 35.3% | $7.91万 | 加仓 |
| V | VISA INC | $27.32万 | 0.16% | 904 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $27.25万 | 0.16% | 950 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $23.20万 | 0.13% | 2,404 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $22.55万 | 0.13% | 641 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $21.93万 | 0.13% | 3,580 | -10,055 | -73.7% | -$61.59万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.84万 | 0.12% | 1,425 | -700 | -32.9% | -$10.24万 | 减仓 |