Plan Group Financial, LLC
OKLAHOMA CITY OK · SEC CIK 0001940033
$4.26亿2026Q1 申报市值
229持仓数
26.4%前十大占比 · 第一大 3.5%
40 / 13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
JQUA 加仓+$505.52万
SGOV 新建仓+$476.43万
PDBC 加仓+$332.11万
FITB 新建仓+$283.64万
XLE 重新持有+$280.75万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$493.75万
COMERICA INC 清仓-$279.12万
IJR 减仓-$211.58万
GLD 减仓-$174.96万
LVHI 减仓-$171.13万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $306.90万 | 0.72% | 23,414 | 2,011 | 9.4% | $26.36万 | 加仓 |
| SHY | ISHARES TR | $307.87万 | 0.72% | 37,285 | 10,217 | 37.7% | $84.36万 | 加仓 |
| PFE | PFIZER INC | $318.28万 | 0.75% | 113,348 | 13,552 | 13.6% | $38.05万 | 加仓 |
| SO | SOUTHERN CO | $325.00万 | 0.76% | 33,672 | 3,029 | 9.9% | $29.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $327.63万 | 0.77% | 6,837 | -959 | -12.3% | -$45.96万 | 减仓 |
| MO | ALTRIA GROUP INC | $333.40万 | 0.78% | 50,523 | 5,850 | 13.1% | $38.60万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $347.16万 | 0.81% | 56,670 | 45,829 | 422.7% | $280.75万 | 重新持有 |
| AMLP | ALPS ETF TR | $354.40万 | 0.83% | 67,325 | 12,861 | 23.6% | $67.70万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $364.72万 | 0.86% | 89,965 | -42,212 | -31.9% | -$171.13万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $373.83万 | 0.88% | 110,404 | -34,326 | -23.7% | -$116.23万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $376.59万 | 0.88% | 22,777 | 905 | 4.1% | $14.96万 | 加仓 |
| AVGO | BROADCOM INC | $381.54万 | 0.90% | 12,327 | 251 | 2.1% | $7.77万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $390.39万 | 0.92% | 100,202 | -30,493 | -23.3% | -$118.80万 | 减仓 |
| IVV | ISHARES TR | $397.68万 | 0.93% | 6,088 | -1,607 | -20.9% | -$104.97万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $406.16万 | 0.95% | 60,830 | 29,590 | 94.7% | $197.57万 | 加仓 |
| SLV | ISHARES SILVER TR | $445.73万 | 1.05% | 65,414 | -3,337 | -4.9% | -$22.74万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $454.73万 | 1.07% | 95,652 | 13,136 | 15.9% | $62.45万 | 加仓 |
| SGOV | ISHARES TR | $476.43万 | 1.12% | 47,331 | 47,331 | — | $476.43万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $499.04万 | 1.17% | 110,775 | 3,525 | 3.3% | $15.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $499.77万 | 1.17% | 24,155 | 955 | 4.1% | $19.76万 | 加仓 |
| IJR | ISHARES TR | $533.21万 | 1.25% | 42,893 | -17,020 | -28.4% | -$211.58万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $557.01万 | 1.31% | 138,766 | 5,862 | 4.4% | $23.53万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $561.08万 | 1.32% | 85,414 | 5,797 | 7.3% | $38.08万 | 加仓 |
| GLD | SPDR GOLD TR | $561.87万 | 1.32% | 13,058 | -4,066 | -23.7% | -$174.96万 | 减仓 |
| PFFD | GLOBAL X FDS | $566.03万 | 1.33% | 307,627 | 22,269 | 7.8% | $40.97万 | 加仓 |
| REZ | ISHARES TR | $569.90万 | 1.34% | 68,489 | 1,605 | 2.4% | $13.36万 | 加仓 |
| MGK | VANGUARD WORLD FD | $570.70万 | 1.34% | 15,532 | 2,995 | 23.9% | $110.05万 | 加仓 |
| ANGL | VANECK ETF TRUST | $576.16万 | 1.35% | 200,613 | 14,725 | 7.9% | $42.29万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $603.19万 | 1.42% | 70,433 | 32,205 | 84.2% | $275.80万 | 加仓 |
| IAU | ISHARES GOLD TR | $609.50万 | 1.43% | 69,136 | 12,108 | 21.2% | $106.74万 | 加仓 |
| ICVT | ISHARES TR | $620.47万 | 1.46% | 60,956 | 3,647 | 6.4% | $37.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $660.55万 | 1.55% | 30,715 | 3,075 | 11.1% | $66.13万 | 加仓 |
| AAPL | APPLE INC | $675.61万 | 1.58% | 26,621 | 69 | 0.3% | $1.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $800.16万 | 1.88% | 24,942 | 1,825 | 7.9% | $58.55万 | 加仓 |
| — | EXXON MOBIL CORP | $836.61万 | 1.96% | 49,311 | 3,212 | 7.0% | $54.49万 | 加仓 |
| IWR | ISHARES TR | $844.86万 | 1.98% | 86,893 | -4,334 | -4.8% | -$42.14万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $897.91万 | 2.11% | 227,435 | 32,442 | 16.6% | $128.08万 | 加仓 |
| COWG | PACER FDS TR | $927.31万 | 2.18% | 274,850 | 46,795 | 20.5% | $157.88万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $937.67万 | 2.20% | 541,379 | 191,751 | 54.8% | $332.11万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,026.72万 | 2.41% | 167,437 | 82,440 | 97.0% | $505.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,151.59万 | 2.70% | 19,272 | -8,263 | -30.0% | -$493.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,156.10万 | 2.71% | 39,302 | 328 | 0.8% | $9.65万 | 加仓 |
| ACWI | ISHARES TR | $1,348.40万 | 3.16% | 97,449 | 420 | 0.4% | $5.81万 | 加仓 |
| COWZ | PACER FDS TR | $1,435.45万 | 3.37% | 229,452 | 5,559 | 2.5% | $34.78万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,508.09万 | 3.54% | 21 | 1 | 5.0% | $71.81万 | 加仓 |