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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -56,670 | -100.0% | -$347.16万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -3,720 | -100.0% | -$73.58万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,000 | -100.0% | -$64.22万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$54.12万 | 清仓 |
| E | ENI SPA | $0 | 0.00% | 0 | -8,500 | -100.0% | -$48.12万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,472 | -100.0% | -$41.78万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -19,064 | -100.0% | -$38.91万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -6,031 | -100.0% | -$37.85万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -5,985 | -100.0% | -$37.34万 | 清仓 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -7,300 | -100.0% | -$33.17万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -2,085 | -100.0% | -$30.12万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,172 | -100.0% | -$29.11万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,794 | -100.0% | -$26.98万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,416 | -100.0% | -$26.50万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -3,249 | -100.0% | -$24.16万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -7,807 | -100.0% | -$23.98万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,031 | -100.0% | -$23.15万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -6,156 | -100.0% | -$22.91万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,665 | -100.0% | -$22.48万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,466 | -100.0% | -$22.44万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -3,477 | -100.0% | -$22.28万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,796 | -100.0% | -$21.83万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,485 | -100.0% | -$21.72万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -3,674 | -100.0% | -$20.97万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -887 | -100.0% | -$20.96万 | 清仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $0 | 0.00% | 0 | -950 | -100.0% | -$20.78万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,024 | -100.0% | -$20.30万 | 清仓 |
| GDOT | GREEN DOT CORP | $0 | 0.00% | 0 | -14,803 | -100.0% | -$16.61万 | 清仓 |
| — | PURPLE INNOVATION INC | $4,641 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC | $9,554 | 0.00% | 11,359 | -8,174 | -41.8% | -$6,875 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $2.00万 | 0.00% | 100 | 100 | — | $2.00万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.91万 | 0.01% | 39 | -275 | -87.6% | -$20.54万 | 减仓 |
| NFLX | NETFLIX INC. | $7.53万 | 0.02% | 1,055 | 1,055 | — | $7.53万 | 新建仓 |
| INTC | INTEL CORP 看涨期权 | $11.17万 | 0.02% | 800 | 800 | — | $11.17万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $11.97万 | 0.02% | 12,978 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ARIZONA QLTY MUN INC | $14.88万 | 0.03% | 11,914 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $15.95万 | 0.03% | 13,588 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $16.25万 | 0.03% | 13,410 | 0 | 0.0% | — | 不变 |
| — | INVESCO VALUE MUN INCOME TR | $16.38万 | 0.03% | 12,865 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $20.12万 | 0.04% | 3,858 | 3,858 | — | $20.12万 | 新建仓 |
| PAVE | GLOBAL X FDS | $20.55万 | 0.04% | 3,488 | 3,488 | — | $20.55万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $20.58万 | 0.04% | 3,967 | 18 | 0.5% | $934 | 加仓 |
| SMH | VANECK ETF TRUST | $20.99万 | 0.04% | 320 | 320 | — | $20.99万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $21.26万 | 0.04% | 1,121 | -750 | -40.1% | -$14.22万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $21.33万 | 0.04% | 2,661 | -289 | -9.8% | -$2.32万 | 减仓 |
| IVZ | INVESCO LTD | $21.51万 | 0.04% | 8,152 | 8,152 | — | $21.51万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $21.60万 | 0.04% | 939 | 939 | — | $21.60万 | 新建仓 |
| — | VANECK FDS | $21.66万 | 0.04% | 5,000 | -5,000 | -50.0% | -$21.66万 | 重新持有 |
| IXUS | ISHARES TR | $21.66万 | 0.04% | 2,270 | 2,270 | — | $21.66万 | 新建仓 |
| TGT | TARGET CORP | $21.85万 | 0.05% | 1,673 | -1,225 | -42.3% | -$16.00万 | 减仓 |
| WMB | WILLIAMS COS INC | $21.92万 | 0.05% | 2,948 | 2,948 | — | $21.92万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $22.26万 | 0.05% | 10,000 | 10,000 | — | $22.26万 | 新建仓 |
| IJJ | ISHARES TR | $22.31万 | 0.05% | 1,510 | 1,510 | — | $22.31万 | 新建仓 |
| F | FORD MTR CO | $22.38万 | 0.05% | 16,098 | 268 | 1.7% | $3,725 | 加仓 |
| AOM | ISHARES TR | $22.52万 | 0.05% | 4,514 | -3,876 | -46.2% | -$19.34万 | 减仓 |
| CLS | CELESTICA INC | $22.62万 | 0.05% | 620 | -160 | -20.5% | -$5.84万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $22.79万 | 0.05% | 2,105 | 2,105 | — | $22.79万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $22.86万 | 0.05% | 942 | 942 | — | $22.86万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $23.09万 | 0.05% | 200 | 200 | — | $23.09万 | 新建仓 |
| HAS | HASBRO INC | $23.12万 | 0.05% | 2,799 | 2,799 | — | $23.12万 | 新建仓 |
| SIL | GLOBAL X FDS | $23.24万 | 0.05% | 3,000 | -81 | -2.6% | -$6,274 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.29万 | 0.05% | 560 | 560 | — | $23.29万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $23.35万 | 0.05% | 4,283 | 4,283 | — | $23.35万 | 新建仓 |
| GDDY | GODADDY INC | $23.61万 | 0.05% | 2,782 | 2,782 | — | $23.61万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $23.63万 | 0.05% | 515 | 515 | — | $23.63万 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $23.67万 | 0.05% | 16,540 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $23.70万 | 0.05% | 6,000 | -9,000 | -60.0% | -$35.55万 | 减仓 |
| IRM | IRON MTN INC DEL | $23.87万 | 0.05% | 1,890 | 1,890 | — | $23.87万 | 新建仓 |
| XYZ | BLOCK INC | $24.08万 | 0.05% | 3,169 | 3,169 | — | $24.08万 | 新建仓 |
| OEF | ISHARES TR | $24.27万 | 0.05% | 663 | -209 | -24.0% | -$7.65万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $24.42万 | 0.05% | 5,181 | -3,008 | -36.7% | -$14.18万 | 减仓 |
| NNN | NNN REIT INC | $24.77万 | 0.05% | 5,323 | 35 | 0.7% | $1,629 | 加仓 |
| AOS | SMITH A O CORP | $24.86万 | 0.05% | 3,964 | 3,964 | — | $24.86万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $25.07万 | 0.05% | 2,910 | -3,672 | -55.8% | -$31.63万 | 减仓 |
| EQNR | EQUINOR ASA | $25.12万 | 0.05% | 8,000 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $25.25万 | 0.05% | 5,472 | -2,111 | -27.8% | -$9.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.51万 | 0.05% | 9,433 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $25.73万 | 0.05% | 9,738 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $26.10万 | 0.05% | 1,464 | 1,464 | — | $26.10万 | 新建仓 |
| R | RYDER SYS INC | $26.25万 | 0.05% | 995 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.33万 | 0.05% | 1,388 | -257 | -15.6% | -$4.88万 | 减仓 |
| VLO | VALERO ENERGY CORP | $26.41万 | 0.05% | 1,014 | -7 | -0.7% | -$1,823 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $26.41万 | 0.05% | 7,875 | 23 | 0.3% | $771 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $26.55万 | 0.05% | 25,114 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $26.75万 | 0.06% | 1,053 | -42 | -3.8% | -$1.07万 | 减仓 |
| QCOM | QUALCOMM INC | $26.76万 | 0.06% | 1,448 | -876 | -37.7% | -$16.19万 | 减仓 |
| ECOW | PACER FDS TR | $26.80万 | 0.06% | 10,104 | 10,104 | — | $26.80万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $26.94万 | 0.06% | 1,471 | -579 | -28.2% | -$10.60万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $26.97万 | 0.06% | 1,220 | 1,220 | — | $26.97万 | 新建仓 |
| AEE | AMEREN CORP | $27.06万 | 0.06% | 2,394 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $27.15万 | 0.06% | 9,000 | -300 | -3.2% | -$9,051 | 减仓 |
| IEMG | ISHARES INC | $27.21万 | 0.06% | 3,285 | -1,613 | -32.9% | -$13.36万 | 减仓 |
| BE | BLOOM ENERGY CORP | $27.24万 | 0.06% | 900 | 900 | — | $27.24万 | 新建仓 |
| HON | HONEYWELL INTL INC | $27.43万 | 0.06% | 1,225 | -3,340 | -73.2% | -$74.80万 | 减仓 |
| NUTX | NUTEX HEALTH INC | $28.23万 | 0.06% | 1,652 | 1,652 | — | $28.23万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $28.46万 | 0.06% | 22,232 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $28.55万 | 0.06% | 5,474 | 1,324 | 31.9% | $6.91万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $28.59万 | 0.06% | 4,203 | -1,691 | -28.7% | -$11.50万 | 减仓 |
| ENB | ENBRIDGE INC | $28.64万 | 0.06% | 5,283 | 5,283 | — | $28.64万 | 新建仓 |
| SHEL | SHELL PLC | $28.86万 | 0.06% | 3,722 | -1,184 | -24.1% | -$9.18万 | 减仓 |