Lakeshore Financial Planning, Inc.
St. Clair Shores MI · SEC CIK 0002000571
$3.11亿2026Q2 申报市值
92持仓数
74.2%前十大占比 · 第一大 19.5%
11 / 7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
IVV 加仓+$786.39万
VOO 加仓+$257.43万
DTCR 新建仓+$156.04万
SUB 新建仓+$100.25万
JPM 加仓+$94.58万
2026Q2 卖出最多 按季末市值估算
DFLV 减仓-$650.34万
VHT 减仓-$153.51万
SCHD 减仓-$52.02万
HOOD 清仓-$42.62万
PFE 清仓-$28.60万
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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -6,150 | -100.0% | -$42.62万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,186 | -100.0% | -$28.60万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,136 | -100.0% | -$22.69万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,805 | -100.0% | -$21.77万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -2,187 | -100.0% | -$21.11万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,649 | -100.0% | -$21.03万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -1,701 | -100.0% | -$20.62万 | 清仓 |
| BNY | BANK OF NY MELLON CORP | $20.13万 | 0.06% | 1,392 | 1,392 | — | $20.13万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.15万 | 0.06% | 547 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.06万 | 0.07% | 2,186 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $21.59万 | 0.07% | 1,840 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $21.67万 | 0.07% | 1,599 | -1 | -0.1% | -$136 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.79万 | 0.07% | 1,491 | 1,491 | — | $21.79万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.07万 | 0.07% | 530 | -84 | -13.7% | -$3.50万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $22.17万 | 0.07% | 1,753 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $22.69万 | 0.07% | 1,400 | 1,400 | — | $22.69万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $22.69万 | 0.07% | 2,121 | 2,121 | — | $22.69万 | 新建仓 |
| SBUX | STARBUCKS CORP | $23.38万 | 0.08% | 2,287 | -53 | -2.3% | -$5,417 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $23.68万 | 0.08% | 4,713 | 3 | 0.1% | $151 | 加仓 |
| IUSG | ISHARES TR | $23.79万 | 0.08% | 1,265 | 0 | 0.0% | — | 重新持有 |
| IWD | ISHARES TR | $24.95万 | 0.08% | 1,028 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $25.52万 | 0.08% | 1,615 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $25.87万 | 0.08% | 3,000 | 3,000 | — | $25.87万 | 新建仓 |
| TSLA | TESLA INC | $26.33万 | 0.08% | 626 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $26.82万 | 0.09% | 1,451 | 1,451 | — | $26.82万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.05万 | 0.09% | 1,632 | -30 | -1.8% | -$4,973 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.29万 | 0.09% | 970 | 2 | 0.2% | $563 | 加仓 |
| F | FORD MTR CO | $27.68万 | 0.09% | 19,914 | -480 | -2.4% | -$6,673 | 减仓 |
| V | VISA INC | $27.79万 | 0.09% | 810 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.99万 | 0.09% | 1,547 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $28.86万 | 0.09% | 3,024 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $28.92万 | 0.09% | 1,973 | 1 | 0.1% | $147 | 加仓 |
| RKT | ROCKET COS INC | $29.57万 | 0.10% | 18,777 | -8,750 | -31.8% | -$13.78万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $30.11万 | 0.10% | 3,426 | 713 | 26.3% | $6.27万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $30.20万 | 0.10% | 58,520 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $30.91万 | 0.10% | 2,214 | 2,214 | — | $30.91万 | 新建仓 |
| META | META PLATFORMS INC | $34.14万 | 0.11% | 606 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.56万 | 0.11% | 3,051 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $34.61万 | 0.11% | 1,374 | 1 | 0.1% | $252 | 加仓 |
| SYM | SYMBOTIC INC | $35.07万 | 0.11% | 7,803 | 7,803 | — | $35.07万 | 新建仓 |
| SRE | SEMPRA | $35.17万 | 0.11% | 3,793 | 4 | 0.1% | $371 | 加仓 |
| NEE | NEXTERA ENERGY INC | $35.65万 | 0.11% | 4,062 | 1,400 | 52.6% | $12.29万 | 加仓 |
| AFL | AFLAC INC | $38.38万 | 0.12% | 3,272 | 2 | 0.1% | $235 | 加仓 |
| IWF | ISHARES TR | $38.59万 | 0.12% | 3,108 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $39.65万 | 0.13% | 392 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $40.80万 | 0.13% | 7,159 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $41.16万 | 0.13% | 2,805 | -163 | -5.5% | -$2.39万 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $42.45万 | 0.14% | 65,000 | 65,000 | — | $42.45万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $43.06万 | 0.14% | 2,933 | 69 | 2.4% | $1.01万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $43.10万 | 0.14% | 2,328 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.08万 | 0.14% | 881 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $44.48万 | 0.14% | 1,995 | -34 | -1.7% | -$7,580 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.69万 | 0.14% | 1,888 | 193 | 11.4% | $4.57万 | 加仓 |
| KLAC | KLA CORP | $45.56万 | 0.15% | 1,510 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $46.18万 | 0.15% | 7,326 | 253 | 3.6% | $1.59万 | 加仓 |
| DAL | DELTA AIR LINES INC | $47.31万 | 0.15% | 5,051 | 516 | 11.4% | $4.83万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.67万 | 0.16% | 1,955 | -98 | -4.8% | -$2.49万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $50.93万 | 0.16% | 1,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $54.87万 | 0.18% | 586 | 20 | 3.5% | $1.87万 | 加仓 |
| NFLX | NETFLIX INC. | $56.88万 | 0.18% | 7,967 | 4,027 | 102.2% | $28.75万 | 加仓 |
| HD | HOME DEPOT INC | $59.31万 | 0.19% | 1,681 | 1 | 0.1% | $353 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $60.26万 | 0.19% | 807 | 134 | 19.9% | $10.01万 | 加仓 |
| MCD | MCDONALDS CORP | $60.79万 | 0.20% | 2,249 | -99 | -4.2% | -$2.68万 | 减仓 |
| EFA | ISHARES TR | $63.03万 | 0.20% | 6,068 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $64.26万 | 0.21% | 4,700 | 1 | 0.0% | $137 | 加仓 |
| MGK | VANGUARD WORLD FD | $73.74万 | 0.24% | 8,388 | 103 | 1.2% | $9,055 | 加仓 |
| AMZN | AMAZON COM INC | $79.20万 | 0.25% | 3,323 | -70 | -2.1% | -$1.67万 | 减仓 |
| SO | SOUTHERN CO | $80.27万 | 0.26% | 8,386 | 52 | 0.6% | $4,977 | 加仓 |
| KO | COCA COLA CO | $84.35万 | 0.27% | 10,376 | -253 | -2.4% | -$2.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $86.90万 | 0.28% | 4,343 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $91.79万 | 0.30% | 6,023 | 139 | 2.4% | $2.12万 | 加仓 |
| — | PGIM ETF TR | $99.99万 | 0.32% | 20,047 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $100.25万 | 0.32% | 9,415 | 9,415 | — | $100.25万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $111.00万 | 0.36% | 19,689 | 15 | 0.1% | $846 | 加仓 |
| PAAA | PGIM ETF TR | $111.61万 | 0.36% | 21,770 | 175 | 0.8% | $8,972 | 加仓 |
| GOOG | ALPHABET INC | $130.60万 | 0.42% | 3,695 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $140.62万 | 0.45% | 78,427 | -13,850 | -15.0% | -$24.83万 | 减仓 |
| DTCR | GLOBAL X FDS | $156.04万 | 0.50% | 51,381 | 51,381 | — | $156.04万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $215.94万 | 0.70% | 26,354 | 37 | 0.1% | $3,032 | 加仓 |
| IWM | ISHARES TR | $243.50万 | 0.78% | 8,104 | -187 | -2.3% | -$5.62万 | 减仓 |
| IJH | ISHARES TR | $278.25万 | 0.90% | 36,084 | 1 | 0.0% | $77 | 加仓 |
| IVW | ISHARES TR | $324.58万 | 1.04% | 23,601 | 1,504 | 6.8% | $20.68万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $352.99万 | 1.14% | 65,342 | -1,480 | -2.2% | -$8.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $372.12万 | 1.20% | 11,366 | 2,889 | 34.1% | $94.58万 | 加仓 |
| IWV | ISHARES TR | $379.37万 | 1.22% | 8,897 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $482.87万 | 1.55% | 19,141 | 726 | 3.9% | $18.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $558.30万 | 1.80% | 7,581 | -17 | -0.2% | -$1.25万 | 减仓 |
| IJR | ISHARES TR | $608.55万 | 1.96% | 41,028 | 577 | 1.4% | $8.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $793.58万 | 2.55% | 21,272 | 481 | 2.3% | $17.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $798.90万 | 2.57% | 37,547 | -408 | -1.1% | -$8.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $897.76万 | 2.89% | 128,433 | -1,432 | -1.1% | -$10.01万 | 减仓 |
| AAPL | APPLE INC | $1,086.28万 | 3.50% | 37,537 | -600 | -1.6% | -$17.36万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,152.04万 | 3.71% | 363,303 | -16,406 | -4.3% | -$52.02万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,538.64万 | 4.95% | 51,457 | -5,134 | -9.1% | -$153.51万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,320.19万 | 7.47% | 432,788 | 1,065 | 0.2% | $5.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,373.12万 | 7.64% | 34,551 | 3,748 | 12.2% | $257.43万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,033.17万 | 9.76% | 767,113 | -164,476 | -17.7% | -$650.34万 | 减仓 |
| PULS | PGIM ETF TR | $3,804.31万 | 12.25% | 767,769 | -1,170 | -0.2% | -$5.80万 | 减仓 |
| IVV | ISHARES TR | $6,042.89万 | 19.45% | 80,686 | 10,500 | 15.0% | $786.39万 | 加仓 |