Plan Group Financial, LLC
OKLAHOMA CITY OK · SEC CIK 0001940033
$4.86亿2026Q2 申报市值
249持仓数
27.2%前十大占比 · 第一大 3.3%
45 / 28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
SGOV 加仓+$668.51万
BIL 加仓+$468.04万
JQUA 加仓+$300.12万
IWF 新建仓+$255.23万
VWO 加仓+$219.07万
2026Q2 卖出最多 按季末市值估算
XLE 清仓-$347.16万
XLK 减仓-$286.25万
GLD 减仓-$219.55万
VOO 减仓-$207.48万
VYMI 减仓-$184.73万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $29.81万 | 0.06% | 3,589 | -78 | -2.1% | -$6,479 | 减仓 |
| LLY | ELI LILLY & CO | $29.87万 | 0.06% | 249 | 59 | 31.1% | $7.08万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $29.87万 | 0.06% | 400 | 400 | — | $29.87万 | 新建仓 |
| — | SPROTT FDS TR | $30.11万 | 0.06% | 6,000 | -2,000 | -25.0% | -$10.04万 | 减仓 |
| VDE | VANGUARD WORLD FD | $30.76万 | 0.06% | 2,049 | -66 | -3.1% | -$9,909 | 减仓 |
| AFL | AFLAC INC | $31.24万 | 0.06% | 2,664 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $31.57万 | 0.07% | 1,990 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $31.65万 | 0.07% | 2,082 | 560 | 36.8% | $8.51万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.84万 | 0.07% | 3,623 | -122 | -3.3% | -$1.07万 | 减仓 |
| BAC | BANK OF AMER CORP | $31.92万 | 0.07% | 5,603 | -728 | -11.5% | -$4.15万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $32.63万 | 0.07% | 1,400 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $33.02万 | 0.07% | 6,554 | -4,402 | -40.2% | -$22.18万 | 减仓 |
| PSK | SPDR SERIES TRUST | $33.57万 | 0.07% | 10,996 | 10,996 | — | $33.57万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $33.77万 | 0.07% | 3,401 | 914 | 36.8% | $9.08万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $34.27万 | 0.07% | 1,850 | -223 | -10.8% | -$4.13万 | 减仓 |
| PEP | PEPSICO INC | $34.31万 | 0.07% | 2,534 | -96 | -3.7% | -$1.30万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $34.32万 | 0.07% | 400 | 100 | 33.3% | $8.58万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $34.33万 | 0.07% | 2,717 | 673 | 32.9% | $8.50万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $34.38万 | 0.07% | 6,586 | -3,151 | -32.4% | -$16.45万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $34.71万 | 0.07% | 2,374 | -623 | -20.8% | -$9.11万 | 减仓 |
| FALN | ISHARES TR | $34.71万 | 0.07% | 12,744 | 12,744 | — | $34.71万 | 新建仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $34.77万 | 0.07% | 7,568 | 241 | 3.3% | $1.11万 | 加仓 |
| KHC | KRAFT HEINZ CO | $34.84万 | 0.07% | 14,752 | 3,765 | 34.3% | $8.89万 | 加仓 |
| GOOG | ALPHABET INC | $35.06万 | 0.07% | 992 | -21 | -2.1% | -$7,422 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $35.10万 | 0.07% | 6,561 | 240 | 3.8% | $1.28万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $35.21万 | 0.07% | 7,501 | -439 | -5.5% | -$2.06万 | 减仓 |
| SE | SEA LTD | $35.94万 | 0.07% | 3,750 | 3,750 | — | $35.94万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $36.55万 | 0.08% | 4,602 | -134 | -2.8% | -$1.06万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $36.77万 | 0.08% | 3,234 | 826 | 34.3% | $9.39万 | 加仓 |
| ABBV | ABBVIE INC | $37.52万 | 0.08% | 1,491 | -25 | -1.6% | -$6,291 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $38.25万 | 0.08% | 4,257 | -2,338 | -35.5% | -$21.01万 | 减仓 |
| BA | BOEING CO | $38.32万 | 0.08% | 1,770 | 88 | 5.2% | $1.90万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $38.37万 | 0.08% | 3,892 | -16 | -0.4% | -$1,577 | 减仓 |
| NTAP | NETAPP INC | $38.58万 | 0.08% | 2,493 | -97 | -3.7% | -$1.50万 | 减仓 |
| HUM | HUMANA INC | $38.73万 | 0.08% | 975 | -479 | -32.9% | -$19.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $38.84万 | 0.08% | 2,713 | -1,297 | -32.3% | -$18.57万 | 减仓 |
| KO | COCA COLA CO | $39.26万 | 0.08% | 4,831 | -21 | -0.4% | -$1,707 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $40.49万 | 0.08% | 795 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $40.62万 | 0.08% | 3,583 | 865 | 31.8% | $9.81万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $41.76万 | 0.09% | 10,695 | -4,220 | -28.3% | -$16.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $42.21万 | 0.09% | 2,671 | -24 | -0.9% | -$3,793 | 减仓 |
| CVS | CVS HEALTH CORP | $43.08万 | 0.09% | 4,165 | -366 | -8.1% | -$3.79万 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $43.92万 | 0.09% | 30,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $45.22万 | 0.09% | 2,675 | 611 | 29.6% | $10.33万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.83万 | 0.09% | 789 | -301 | -27.6% | -$17.49万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $46.52万 | 0.10% | 22,648 | 22,648 | — | $46.52万 | 新建仓 |
| INTC | INTEL CORP | $47.68万 | 0.10% | 3,415 | 3,415 | — | $47.68万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $49.03万 | 0.10% | 38,665 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $49.12万 | 0.10% | 5,002 | -18,813 | -79.0% | -$184.73万 | 减仓 |
| IVW | ISHARES TR | $50.42万 | 0.10% | 3,666 | -698 | -16.0% | -$9.60万 | 减仓 |
| MLPX | GLOBAL X FDS | $51.56万 | 0.11% | 7,000 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $52.60万 | 0.11% | 5,390 | -1,964 | -26.7% | -$19.17万 | 减仓 |
| EIX | EDISON INTL | $55.11万 | 0.11% | 7,403 | -2,116 | -22.2% | -$15.75万 | 减仓 |
| GM | GENERAL MTRS CO | $57.77万 | 0.12% | 7,495 | -3,404 | -31.2% | -$26.24万 | 减仓 |
| EOG | EOG RES INC | $58.18万 | 0.12% | 4,485 | -4,932 | -52.4% | -$63.98万 | 减仓 |
| ITA | ISHARES TR | $58.53万 | 0.12% | 2,414 | -3,134 | -56.5% | -$75.98万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $59.53万 | 0.12% | 932 | -273 | -22.7% | -$17.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $59.68万 | 0.12% | 517 | 517 | — | $59.68万 | 新建仓 |
| — | TEMA ETF TRUST | $59.73万 | 0.12% | 9,500 | 9,500 | — | $59.73万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $59.95万 | 0.12% | 7,268 | -39 | -0.5% | -$3,217 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $60.07万 | 0.12% | 6,500 | 6,500 | — | $60.07万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $60.89万 | 0.13% | 5,146 | -366 | -6.6% | -$4.33万 | 减仓 |
| ET | ENERGY TRANSFER L P | $61.21万 | 0.13% | 32,012 | -6,690 | -17.3% | -$12.79万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $65.68万 | 0.14% | 11,399 | 1,390 | 13.9% | $8.01万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $66.10万 | 0.14% | 8,000 | 8,000 | — | $66.10万 | 新建仓 |
| TTE | TOTALENERGIES SE | $67.07万 | 0.14% | 8,625 | -5,100 | -37.2% | -$39.66万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $67.78万 | 0.14% | 2,600 | 2,600 | — | $67.78万 | 新建仓 |
| SNDK | SANDISK CORP | $68.21万 | 0.14% | 300 | 300 | — | $68.21万 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $71.40万 | 0.15% | 10,000 | 10,000 | — | $71.40万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $71.74万 | 0.15% | 27,590 | 17,000 | 160.5% | $44.20万 | 加仓 |
| OGE | OGE ENERGY CORP | $72.99万 | 0.15% | 15,000 | -716 | -4.6% | -$3.48万 | 减仓 |
| AMZN | AMAZON COM INC | $73.98万 | 0.15% | 3,104 | -976 | -23.9% | -$23.26万 | 减仓 |
| IVE | ISHARES TR | $77.59万 | 0.16% | 3,417 | -7 | -0.2% | -$1,590 | 减仓 |
| BANF | BANCFIRST CORP | $80.50万 | 0.17% | 7,244 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $84.69万 | 0.17% | 20,528 | -3,943 | -16.1% | -$16.27万 | 减仓 |
| TSLA | TESLA INC | $85.83万 | 0.18% | 2,041 | -601 | -22.7% | -$25.27万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $85.84万 | 0.18% | 20,336 | -5,349 | -20.8% | -$22.58万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $86.84万 | 0.18% | 11,829 | -5,540 | -31.9% | -$40.67万 | 减仓 |
| LQD | ISHARES TR | $87.72万 | 0.18% | 8,042 | -1,914 | -19.2% | -$20.88万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $88.91万 | 0.18% | 6,599 | -249 | -3.6% | -$3.35万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $89.05万 | 0.18% | 20,350 | 2,220 | 12.2% | $9.71万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $89.94万 | 0.19% | 7,902 | -504 | -6.0% | -$5.74万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $92.72万 | 0.19% | 4,867 | -15,025 | -75.5% | -$286.25万 | 减仓 |
| HYG | ISHARES TR | $95.85万 | 0.20% | 11,986 | -2,522 | -17.4% | -$20.17万 | 减仓 |
| OKE | ONEOK INC NEW | $96.80万 | 0.20% | 11,134 | 391 | 3.6% | $3.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $98.86万 | 0.20% | 2,650 | -558 | -17.4% | -$20.82万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $100.13万 | 0.21% | 3,500 | 550 | 18.6% | $15.73万 | 加仓 |
| CALF | PACER FDS TR | $100.52万 | 0.21% | 19,862 | -1,380 | -6.5% | -$6.98万 | 减仓 |
| VGT | VANGUARD WORLD FD | $102.27万 | 0.21% | 8,556 | 4,884 | 133.0% | $58.38万 | 加仓 |
| TIP | ISHARES TR | $104.34万 | 0.21% | 9,535 | 418 | 4.6% | $4.57万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $104.99万 | 0.22% | 17,000 | 1,000 | 6.2% | $6.18万 | 加仓 |
| MRK | MERCK & CO INC | $106.19万 | 0.22% | 8,264 | -1,139 | -12.1% | -$14.64万 | 减仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $106.94万 | 0.22% | 20,000 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $112.03万 | 0.23% | 13,904 | -140 | -1.0% | -$1.13万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $112.87万 | 0.23% | 18,365 | 5,333 | 40.9% | $32.78万 | 加仓 |
| EMB | ISHARES TR | $128.82万 | 0.27% | 13,358 | -938 | -6.6% | -$9.05万 | 减仓 |
| FRDM | EA SERIES TRUST | $134.19万 | 0.28% | 18,407 | 18,407 | — | $134.19万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $137.33万 | 0.28% | 24,314 | 8,073 | 49.7% | $45.60万 | 加仓 |
| GOOGL | ALPHABET INC | $148.67万 | 0.31% | 4,160 | 572 | 15.9% | $20.44万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $149.40万 | 0.31% | 40,643 | -7,494 | -15.6% | -$27.55万 | 减仓 |