Essential Planning, LLC.
PORTSMOUTH NH · SEC CIK 0001949824
$3.15亿2026Q1 申报市值
85持仓数
66.0%前十大占比 · 第一大 16.8%
2 / 6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
JPLD 加仓+$350.41万
DFSD 加仓+$279.43万
DIMENSIONAL ETF 加仓+$250.98万
SPY 加仓+$157.72万
DIMENSIONAL ETF 加仓+$142.21万
2026Q1 卖出最多 按季末市值估算
LLY 减仓-$633.26万
DFAU 减仓-$153.52万
BND 减仓-$148.06万
LOW 清仓-$44.20万
ITOT 清仓-$35.82万
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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,833 | -100.0% | -$44.20万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -2,409 | -100.0% | -$35.82万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,827 | -100.0% | -$28.24万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -559 | -100.0% | -$27.29万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,233 | -100.0% | -$22.61万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -858 | -100.0% | -$20.79万 | 清仓 |
| — | HYPERFINE INC | $4.58万 | 0.01% | 42,398 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $20.67万 | 0.07% | 2,596 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $21.79万 | 0.07% | 1,020 | 1,020 | — | $21.79万 | 新建仓 |
| WDAY | WORKDAY INC | $22.72万 | 0.07% | 1,749 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $23.91万 | 0.08% | 418 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $24.56万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $26.37万 | 0.08% | 1,174 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $27.11万 | 0.09% | 2,546 | -94 | -3.6% | -$1.00万 | 减仓 |
| — | EXXON MOBIL CORP | $27.28万 | 0.09% | 1,608 | 1,608 | — | $27.28万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $29.92万 | 0.10% | 6,175 | 23 | 0.4% | $1,115 | 加仓 |
| T | AT&T INC | $30.02万 | 0.10% | 10,354 | -773 | -6.9% | -$2.24万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $30.76万 | 0.10% | 738 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $31.41万 | 0.10% | 559 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $31.72万 | 0.10% | 1,819 | -5 | -0.3% | -$872 | 减仓 |
| DTD | WISDOMTREE TR | $32.38万 | 0.10% | 3,750 | 1 | 0.0% | $86 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $32.91万 | 0.10% | 9,687 | 725 | 8.1% | $2.46万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.88万 | 0.11% | 1,765 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $34.80万 | 0.11% | 1,804 | 57 | 3.3% | $1.10万 | 加仓 |
| IJT | ISHARES TR | $35.09万 | 0.11% | 2,425 | -4 | -0.2% | -$579 | 减仓 |
| VB | VANGUARD INDEX FDS | $35.33万 | 0.11% | 1,349 | -7 | -0.5% | -$1,833 | 减仓 |
| VTV | VANGUARD INDEX FDS | $37.89万 | 0.12% | 1,931 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $38.41万 | 0.12% | 4,846 | -217 | -4.3% | -$1.72万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $38.57万 | 0.12% | 3,435 | -78 | -2.2% | -$8,757 | 减仓 |
| VCEB | VANGUARD WORLD FD | $39.76万 | 0.13% | 6,329 | -6 | -0.1% | -$377 | 减仓 |
| — | HONEYWELL INTL INC | $39.96万 | 0.13% | 1,768 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $40.20万 | 0.13% | 3,317 | 1 | 0.0% | $121 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.15万 | 0.13% | 1,399 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $41.50万 | 0.13% | 5,853 | -9 | -0.2% | -$638 | 减仓 |
| AMZN | AMAZON COM INC | $41.93万 | 0.13% | 2,013 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $42.30万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $43.76万 | 0.14% | 7,538 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $44.05万 | 0.14% | 7,525 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $44.23万 | 0.14% | 16,639 | 3,200 | 23.8% | $8.51万 | 加仓 |
| VHT | VANGUARD WORLD FD | $49.51万 | 0.16% | 1,818 | -5 | -0.3% | -$1,362 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $50.73万 | 0.16% | 14,479 | -18 | -0.1% | -$631 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.43万 | 0.16% | 9,515 | -260 | -2.7% | -$1.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $55.14万 | 0.18% | 923 | -44 | -4.6% | -$2.63万 | 减仓 |
| EUSB | ISHARES TR | $56.66万 | 0.18% | 13,026 | -275 | -2.1% | -$1.20万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.37万 | 0.18% | 2,667 | -386 | -12.6% | -$8.30万 | 减仓 |
| IBTH | ISHARES TR | $57.78万 | 0.18% | 25,759 | -384 | -1.5% | -$8,613 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $60.80万 | 0.19% | 14,573 | 6,371 | 77.7% | $26.58万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $63.38万 | 0.20% | 12,729 | 5,401 | 73.7% | $26.89万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $63.94万 | 0.20% | 13,306 | -13 | -0.1% | -$625 | 减仓 |
| IXUS | ISHARES TR | $66.91万 | 0.21% | 7,723 | -974 | -11.2% | -$8.44万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $70.45万 | 0.22% | 3,243 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $71.00万 | 0.23% | 10,425 | 1 | 0.0% | $68 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $73.48万 | 0.23% | 14,491 | 5,322 | 58.0% | $26.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $78.26万 | 0.25% | 10,146 | -1,061 | -9.5% | -$8.18万 | 减仓 |
| IUSB | ISHARES TR | $86.20万 | 0.27% | 18,663 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $105.87万 | 0.34% | 3,682 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO ETF TR | $106.57万 | 0.34% | 19,698 | -1,078 | -5.2% | -$5.83万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $106.85万 | 0.34% | 22,757 | -120 | -0.5% | -$5,634 | 减仓 |
| WMT | WALMART INC | $107.64万 | 0.34% | 8,661 | -187 | -2.1% | -$2.32万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $108.93万 | 0.35% | 23,779 | 18 | 0.1% | $825 | 加仓 |
| IBTG | ISHARES TR | $127.71万 | 0.41% | 55,734 | -408 | -0.7% | -$9,349 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $132.93万 | 0.42% | 2,774 | -667 | -19.4% | -$31.96万 | 减仓 |
| AAPL | APPLE INC | $175.37万 | 0.56% | 6,910 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $184.85万 | 0.59% | 4,994 | -19 | -0.4% | -$7,033 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $196.96万 | 0.63% | 57,009 | 9,179 | 19.2% | $31.71万 | 加仓 |
| IEMG | ISHARES INC | $197.14万 | 0.63% | 28,263 | 4,496 | 18.9% | $31.36万 | 加仓 |
| IBTI | ISHARES TR | $205.55万 | 0.65% | 92,246 | -3,358 | -3.5% | -$7.48万 | 减仓 |
| LLY | ELI LILLY & CO | $261.12万 | 0.83% | 2,839 | -6,885 | -70.8% | -$633.26万 | 减仓 |
| MINT | PIMCO ETF TR | $273.92万 | 0.87% | 27,237 | 8,069 | 42.1% | $81.15万 | 加仓 |
| SHY | ISHARES TR | $284.53万 | 0.90% | 34,459 | -1,673 | -4.6% | -$13.81万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $363.06万 | 1.15% | 134,920 | 1,139 | 0.9% | $3.06万 | 加仓 |
| BOND | PIMCO ETF TR | $388.43万 | 1.24% | 42,096 | -1,045 | -2.4% | -$9.64万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $462.62万 | 1.47% | 130,206 | 21,294 | 19.6% | $75.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $462.73万 | 1.47% | 72,211 | 11,903 | 19.7% | $76.27万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $477.75万 | 1.52% | 15,807 | -396 | -2.4% | -$11.97万 | 减仓 |
| MBB | ISHARES TR | $489.85万 | 1.56% | 51,590 | -1,841 | -3.4% | -$17.48万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $547.17万 | 1.74% | 119,941 | 28,327 | 30.9% | $129.23万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $584.99万 | 1.86% | 117,113 | 1,757 | 1.5% | $8.78万 | 加仓 |
| IVV | ISHARES TR | $599.67万 | 1.91% | 9,181 | -171 | -1.8% | -$11.17万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $815.02万 | 2.59% | 103,945 | 8,076 | 8.4% | $63.32万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $816.49万 | 2.60% | 241,138 | -2,960 | -1.2% | -$10.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $817.40万 | 2.60% | 12,568 | 2,425 | 23.9% | $157.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $922.35万 | 2.93% | 237,349 | 36,595 | 18.2% | $142.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $982.70万 | 3.12% | 136,334 | 34,819 | 34.3% | $250.98万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,111.97万 | 3.54% | 263,376 | 17,249 | 7.0% | $72.82万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1,194.41万 | 3.80% | 228,857 | 67,141 | 41.5% | $350.41万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,261.87万 | 4.01% | 263,549 | 58,361 | 28.4% | $279.43万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,960.74万 | 6.23% | 503,270 | -7,617 | -1.5% | -$29.68万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,128.43万 | 6.77% | 66,344 | 3,308 | 5.2% | $106.13万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,109.22万 | 16.25% | 1,132,361 | -34,025 | -2.9% | -$153.52万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $5,273.90万 | 16.77% | 716,173 | -20,106 | -2.7% | -$148.06万 | 减仓 |