Strategic Planning, Inc.
Columbus OH · SEC CIK 0001925220
$1.99亿2026Q1 申报市值
54持仓数
65.6%前十大占比 · 第一大 11.9%
8 / 8新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 加仓+$1,123.95万
AMZN 加仓+$1,075.73万
WDAY 新建仓+$588.90万
VZ 新建仓+$570.80万
SNY 新建仓+$348.14万
2026Q1 卖出最多 按季末市值估算
DOW 减仓-$2,018.96万
PNC 清仓-$719.94万
AEE 清仓-$427.66万
HBAN 清仓-$339.94万
CMG 清仓-$287.14万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | $2,367.32万 | 11.88% | 115,509 | 52,488 | 83.3% | $1,075.73万 | 加仓 |
| DOW | DOW INC | $2,160.28万 | 10.84% | 518,674 | -484,744 | -48.3% | -$2,018.96万 | 减仓 |
| AAPL | APPLE INC | $2,029.97万 | 10.19% | 79,986 | -572 | -0.7% | -$14.52万 | 减仓 |
| NVDA | NVIDIA CORP | $1,490.45万 | 7.48% | 85,461 | 3,903 | 4.8% | $68.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,188.80万 | 5.97% | 32,115 | 30,363 | 1,733.0% | $1,123.95万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,051.03万 | 5.27% | 146,342 | 1,733 | 1.2% | $12.45万 | 加仓 |
| F | FORD MTR CO DEL | $1,000.91万 | 5.02% | 867,340 | 27,776 | 3.3% | $32.05万 | 加仓 |
| KHC | KRAFT HEINZ CO | $624.35万 | 3.13% | 277,613 | 3,159 | 1.2% | $7.10万 | 加仓 |
| WDAY | WORKDAY INC CLASS A | $588.90万 | 2.95% | 45,328 | 45,328 | — | $588.90万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS I | $570.80万 | 2.86% | 113,705 | 113,705 | — | $570.80万 | 新建仓 |
| MO | ALTRIA GROUP INC | $535.93万 | 2.69% | 81,214 | 1,139 | 1.4% | $7.52万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $530.31万 | 2.66% | 18,487 | -892 | -4.6% | -$25.59万 | 减仓 |
| D | DOMINION ENERGY INC | $482.03万 | 2.42% | 77,972 | -657 | -0.8% | -$4.06万 | 减仓 |
| — | EXXON MOBIL CORP | $476.44万 | 2.39% | 28,082 | -21 | -0.1% | -$3,563 | 减仓 |
| UPS | UNITED PARCEL SVC INC CLASS B | $464.03万 | 2.33% | 47,167 | 77 | 0.2% | $7,575 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $411.34万 | 2.06% | 6,325 | 55 | 0.9% | $3.58万 | 加仓 |
| NKE | NIKE INC CLASS CLASS B | $387.51万 | 1.94% | 73,364 | 1,489 | 2.1% | $7.86万 | 加仓 |
| FTNT | FORTINET INC | $383.68万 | 1.93% | 46,951 | 3,151 | 7.2% | $25.75万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $382.96万 | 1.92% | 11,332 | -126 | -1.1% | -$4.26万 | 减仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $348.14万 | 1.75% | 72,259 | 72,259 | — | $348.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $272.25万 | 1.37% | 18,848 | -280 | -1.5% | -$4.04万 | 减仓 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $265.95万 | 1.33% | 72,366 | 1,713 | 2.4% | $6.30万 | 加仓 |
| EXC | EXELON CORP | $243.62万 | 1.22% | 49,697 | 100 | 0.2% | $4,902 | 加仓 |
| GIS | GENERAL MILLS INC | $196.34万 | 0.99% | 52,751 | -1,802 | -3.3% | -$6.71万 | 减仓 |
| TSLA | TESLA INC | $122.79万 | 0.62% | 3,303 | 934 | 39.4% | $34.72万 | 加仓 |
| GE | GE AEROSPACE | $118.48万 | 0.59% | 4,175 | 61 | 1.5% | $1.73万 | 加仓 |
| USFD | US FOODS HLDG CORP | $89.56万 | 0.45% | 9,713 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $88.76万 | 0.45% | 1,017 | 21 | 2.1% | $1.83万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $81.34万 | 0.41% | 3,280 | 3,280 | — | $81.34万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $76.77万 | 0.39% | 5,856 | 49 | 0.8% | $6,423 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $75.51万 | 0.38% | 758 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $69.71万 | 0.35% | 5,609 | 20 | 0.4% | $2,486 | 加仓 |
| CTVA | CORTEVA INC | $58.79万 | 0.29% | 7,023 | -162 | -2.3% | -$1.36万 | 减仓 |
| — | TRX GOLD CORP F | $49.37万 | 0.25% | 329,133 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $47.22万 | 0.24% | 3,606 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $43.65万 | 0.22% | 1,360 | 4 | 0.3% | $1,284 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $43.06万 | 0.22% | 2,879 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $42.67万 | 0.21% | 7,578 | 28 | 0.4% | $1,577 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $39.92万 | 0.20% | 1,163 | 5 | 0.4% | $1,716 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $36.85万 | 0.18% | 769 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $36.30万 | 0.18% | 1,824 | 717 | 64.8% | $14.27万 | 重新持有 |
| SIEGY | SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $32.26万 | 0.16% | 2,647 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $32.10万 | 0.16% | 1,074 | 3 | 0.3% | $897 | 加仓 |
| ARMK | ARAMARK | $31.08万 | 0.16% | 7,666 | 23 | 0.3% | $932 | 加仓 |
| META | META PLATFORMS INC CLASS A | $30.85万 | 0.15% | 539 | 34 | 6.7% | $1.95万 | 加仓 |
| HPQ | HP INC | $30.49万 | 0.15% | 15,873 | 195 | 1.2% | $3,746 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $30.41万 | 0.15% | 3,130 | 3,130 | — | $30.41万 | 新建仓 |
| BWA | BORGWARNER INC | $27.93万 | 0.14% | 5,148 | 17 | 0.3% | $922 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $25.84万 | 0.13% | 3,352 | 17 | 0.5% | $1,310 | 加仓 |
| C | CITIGROUP INC | $25.68万 | 0.13% | 2,265 | 14 | 0.6% | $1,588 | 加仓 |
| Q | QNITY ELECTRONICS INC | $23.88万 | 0.12% | 2,070 | 2,070 | — | $23.88万 | 新建仓 |
| CAT | CATERPILLAR INC | $22.01万 | 0.11% | 311 | 311 | — | $22.01万 | 新建仓 |
| — | FIRST ACCEP CORP | $21.50万 | 0.11% | 49,429 | -7,000 | -12.4% | -$3.04万 | 重新持有 |
| MRK | MERCK & CO. INC. | $20.89万 | 0.10% | 1,737 | 1,737 | — | $20.89万 | 新建仓 |
| PNC | PNC FINL SERVICES | $0 | 0.00% | 0 | -34,491 | -100.0% | -$719.94万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -42,826 | -100.0% | -$427.66万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES IN | $0 | 0.00% | 0 | -195,931 | -100.0% | -$339.94万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $0 | 0.00% | 0 | -77,606 | -100.0% | -$287.14万 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -18,530 | -100.0% | -$58.78万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -263 | -100.0% | -$21.58万 | 清仓 |
| VGT | VANGUARD INFORMATION TECH ETF | $0 | 0.00% | 0 | -279 | -100.0% | -$21.04万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -4,182 | -100.0% | -$16.81万 | 清仓 |