Essential Planning, LLC.
PORTSMOUTH NH · SEC CIK 0001949824
$3.54亿2026Q2 申报市值
87持仓数
65.9%前十大占比 · 第一大 15.7%
4 / 3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
DFSD 加仓+$358.46万
JPLD 加仓+$355.45万
SPY 加仓+$220.08万
DIMENSIONAL ETF 加仓+$213.65万
FBND 加仓+$201.29万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$287.82万
DFAU 减仓-$283.74万
DFAI 减仓-$72.73万
HONEYWELL INTL I 清仓-$39.96万
DFAE 减仓-$35.00万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,768 | -100.0% | -$39.96万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,608 | -100.0% | -$27.28万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,749 | -100.0% | -$22.72万 | 清仓 |
| — | HYPERFINE INC | $5.72万 | 0.02% | 42,398 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $20.37万 | 0.06% | 1,969 | 1,969 | — | $20.37万 | 新建仓 |
| KLAC | KLA CORP | $20.52万 | 0.06% | 680 | 680 | — | $20.52万 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP | $20.72万 | 0.06% | 6,169 | 6,169 | — | $20.72万 | 新建仓 |
| T | AT&T INC | $21.27万 | 0.06% | 10,273 | -81 | -0.8% | -$1,677 | 减仓 |
| MUB | ISHARES TR | $21.36万 | 0.06% | 1,985 | 1,985 | — | $21.36万 | 新建仓 |
| WFC | WELLS FARGO & CO | $21.45万 | 0.06% | 2,596 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $22.40万 | 0.06% | 593 | -89 | -13.0% | -$3.36万 | 重新持有 |
| META | META PLATFORMS INC | $24.90万 | 0.07% | 442 | 24 | 5.7% | $1.35万 | 加仓 |
| VDC | VANGUARD WORLD FD | $26.47万 | 0.07% | 1,174 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.08万 | 0.08% | 4,536 | -4,979 | -52.3% | -$29.72万 | 减仓 |
| IDXX | IDEXX LABS INC | $29.43万 | 0.08% | 559 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $30.66万 | 0.09% | 2,879 | 333 | 13.1% | $3.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $33.98万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $34.08万 | 0.10% | 6,195 | 20 | 0.3% | $1,100 | 加仓 |
| DTD | WISDOMTREE TR | $34.09万 | 0.10% | 3,656 | -94 | -2.5% | -$8,766 | 减仓 |
| RTX | RTX CORPORATION | $34.26万 | 0.10% | 1,806 | 2 | 0.1% | $379 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $36.11万 | 0.10% | 9,803 | 116 | 1.2% | $4,273 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $36.25万 | 0.10% | 738 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.09万 | 0.10% | 4,693 | -153 | -3.2% | -$1.21万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.56万 | 0.11% | 1,765 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $37.80万 | 0.11% | 1,889 | 70 | 3.8% | $1.40万 | 加仓 |
| IJT | ISHARES TR | $39.81万 | 0.11% | 2,229 | -196 | -8.1% | -$3.50万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $40.38万 | 0.11% | 6,433 | 104 | 1.6% | $6,527 | 加仓 |
| VB | VANGUARD INDEX FDS | $40.88万 | 0.12% | 1,349 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $42.08万 | 0.12% | 1,931 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $43.80万 | 0.12% | 7,525 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $44.15万 | 0.12% | 5,388 | -465 | -7.9% | -$3.81万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $44.20万 | 0.12% | 1,020 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $45.11万 | 0.13% | 1,378 | -21 | -1.5% | -$6,874 | 减仓 |
| ESGV | VANGUARD WORLD FD | $45.87万 | 0.13% | 3,469 | 34 | 1.0% | $4,496 | 加仓 |
| DSI | ISHARES TR | $47.84万 | 0.14% | 3,360 | 43 | 1.3% | $6,122 | 加仓 |
| AMZN | AMAZON COM INC | $49.51万 | 0.14% | 2,077 | 64 | 3.2% | $1.53万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.57万 | 0.14% | 500 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $51.11万 | 0.14% | 7,540 | 2 | 0.0% | $136 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.93万 | 0.15% | 13,645 | -834 | -5.8% | -$3.24万 | 减仓 |
| VHT | VANGUARD WORLD FD | $54.37万 | 0.15% | 1,818 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $57.25万 | 0.16% | 13,177 | 151 | 1.2% | $6,561 | 加仓 |
| IBTH | ISHARES TR | $57.91万 | 0.16% | 25,888 | 129 | 0.5% | $2,886 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $61.01万 | 0.17% | 21,058 | 4,419 | 26.6% | $12.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $61.67万 | 0.17% | 898 | -25 | -2.7% | -$1.72万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.16万 | 0.18% | 2,669 | 2 | 0.1% | $473 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $63.95万 | 0.18% | 13,205 | -101 | -0.8% | -$4,891 | 减仓 |
| VBR | VANGUARD INDEX FDS | $68.06万 | 0.19% | 2,801 | -442 | -13.6% | -$10.74万 | 减仓 |
| IXUS | ISHARES TR | $68.85万 | 0.19% | 7,214 | -509 | -6.6% | -$4.86万 | 减仓 |
| EPS | WISDOMTREE TR | $77.89万 | 0.22% | 10,012 | -413 | -4.0% | -$3.21万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $79.06万 | 0.22% | 19,164 | 4,591 | 31.5% | $18.94万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $80.09万 | 0.23% | 9,365 | -781 | -7.7% | -$6.68万 | 减仓 |
| IUSB | ISHARES TR | $81.14万 | 0.23% | 17,581 | -1,082 | -5.8% | -$4.99万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $89.72万 | 0.25% | 18,023 | 5,294 | 41.6% | $26.35万 | 加仓 |
| WMT | WALMART INC | $98.97万 | 0.28% | 8,738 | 77 | 0.9% | $8,721 | 加仓 |
| STPZ | PIMCO ETF TR | $100.01万 | 0.28% | 18,749 | -949 | -4.8% | -$5.06万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $100.36万 | 0.28% | 19,764 | 5,273 | 36.4% | $26.78万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $102.13万 | 0.29% | 21,818 | -939 | -4.1% | -$4.40万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $103.64万 | 0.29% | 22,733 | -1,046 | -4.4% | -$4.77万 | 减仓 |
| IBTG | ISHARES TR | $125.47万 | 0.35% | 54,816 | -918 | -1.6% | -$2.10万 | 减仓 |
| GOOGL | ALPHABET INC | $133.25万 | 0.38% | 3,729 | 47 | 1.3% | $1.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $139.46万 | 0.39% | 2,787 | 13 | 0.5% | $6,505 | 加仓 |
| MSFT | MICROSOFT CORP | $168.67万 | 0.48% | 4,522 | -472 | -9.5% | -$17.61万 | 减仓 |
| AAPL | APPLE INC | $196.49万 | 0.56% | 6,790 | -120 | -1.7% | -$3.47万 | 减仓 |
| IBTI | ISHARES TR | $202.52万 | 0.57% | 91,472 | -774 | -0.8% | -$1.71万 | 减仓 |
| SHY | ISHARES TR | $273.81万 | 0.77% | 33,346 | -1,113 | -3.2% | -$9.14万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $279.26万 | 0.79% | 68,715 | 11,706 | 20.5% | $47.57万 | 加仓 |
| IEMG | ISHARES INC | $282.50万 | 0.80% | 34,102 | 5,839 | 20.7% | $48.37万 | 加仓 |
| LLY | ELI LILLY & CO | $341.84万 | 0.97% | 2,850 | 11 | 0.4% | $1.32万 | 加仓 |
| MINT | PIMCO ETF TR | $362.92万 | 1.03% | 36,001 | 8,764 | 32.2% | $88.35万 | 加仓 |
| BOND | PIMCO ETF TR | $367.74万 | 1.04% | 39,884 | -2,212 | -5.3% | -$20.40万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $397.79万 | 1.12% | 135,769 | 849 | 0.6% | $2.49万 | 加仓 |
| MBB | ISHARES TR | $464.65万 | 1.31% | 49,158 | -2,432 | -4.7% | -$22.99万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $568.07万 | 1.61% | 15,534 | -273 | -1.7% | -$9.98万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $585.62万 | 1.65% | 116,587 | -526 | -0.4% | -$2.64万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $598.97万 | 1.69% | 160,754 | 30,548 | 23.5% | $113.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $629.84万 | 1.78% | 88,398 | 16,187 | 22.4% | $115.33万 | 加仓 |
| IVV | ISHARES TR | $678.82万 | 1.92% | 9,064 | -117 | -1.3% | -$8.76万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $746.91万 | 2.11% | 164,190 | 44,249 | 36.9% | $201.29万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $851.09万 | 2.41% | 109,242 | 5,297 | 5.1% | $41.27万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $934.62万 | 2.64% | 232,434 | -8,704 | -3.6% | -$35.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,158.66万 | 3.27% | 15,515 | 2,947 | 23.4% | $220.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,241.90万 | 3.51% | 279,959 | 42,610 | 18.0% | $189.02万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,281.73万 | 3.62% | 303,658 | 40,282 | 15.3% | $170.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,331.31万 | 3.76% | 162,396 | 26,062 | 19.1% | $213.65万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1,549.86万 | 4.38% | 296,964 | 68,107 | 29.8% | $355.45万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,616.90万 | 4.57% | 338,620 | 75,071 | 28.5% | $358.46万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,003.26万 | 5.66% | 485,639 | -17,631 | -3.5% | -$72.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,612.49万 | 7.38% | 70,599 | 4,255 | 6.4% | $157.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $4,969.60万 | 14.04% | 676,966 | -39,207 | -5.5% | -$287.82万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,569.44万 | 15.74% | 1,077,468 | -54,893 | -4.8% | -$283.74万 | 减仓 |