Lakeshore Financial Planning, Inc.
St. Clair Shores MI · SEC CIK 0002000571
$2.76亿2026Q1 申报市值
85持仓数
75.9%前十大占比 · 第一大 16.6%
6 / 5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
DFLV 加仓+$1,482.72万
SOFI 加仓+$80.69万
PULS 加仓+$57.44万
FITB 加仓+$56.31万
HOOD 新建仓+$42.62万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$820.30万
VOO 减仓-$366.67万
COMERICA INC 清仓-$56.17万
MSFT 减仓-$30.13万
GOOG 减仓-$27.06万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,584.96万 | 16.62% | 70,186 | -12,557 | -15.2% | -$820.30万 | 减仓 |
| PULS | PGIM ETF TR | $3,806.27万 | 13.80% | 768,939 | 11,603 | 1.5% | $57.44万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,326.71万 | 12.06% | 931,589 | 415,211 | 80.4% | $1,482.72万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,131.44万 | 7.73% | 431,723 | 3,043 | 0.7% | $15.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,840.69万 | 6.67% | 30,803 | -6,136 | -16.6% | -$366.67万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,541.17万 | 5.59% | 56,591 | 462 | 0.8% | $12.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,164.96万 | 4.22% | 379,709 | -2,272 | -0.6% | -$6.97万 | 减仓 |
| AAPL | APPLE INC | $967.96万 | 3.51% | 38,137 | -82 | -0.2% | -$2.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $811.02万 | 2.94% | 129,865 | 6,793 | 5.5% | $42.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $769.69万 | 2.79% | 20,791 | -814 | -3.8% | -$30.13万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $728.44万 | 2.64% | 37,955 | 16 | 0.0% | $3,071 | 加仓 |
| IJR | ISHARES TR | $502.89万 | 1.82% | 40,451 | 2,619 | 6.9% | $32.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $438.57万 | 1.59% | 7,598 | 167 | 2.2% | $9.64万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $352.70万 | 1.28% | 66,822 | 286 | 0.4% | $1.51万 | 加仓 |
| IYW | ISHARES TR | $334.13万 | 1.21% | 18,415 | -336 | -1.8% | -$6.10万 | 减仓 |
| IWV | ISHARES TR | $329.79万 | 1.20% | 8,897 | -209 | -2.3% | -$7.75万 | 减仓 |
| IVW | ISHARES TR | $249.94万 | 0.91% | 22,097 | -625 | -2.8% | -$7.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $249.44万 | 0.90% | 8,477 | 56 | 0.7% | $1.65万 | 加仓 |
| IJH | ISHARES TR | $243.67万 | 0.88% | 36,083 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $205.62万 | 0.75% | 8,291 | 174 | 2.1% | $4.32万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $186.61万 | 0.68% | 26,317 | 815 | 3.2% | $5.78万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $146.54万 | 0.53% | 92,277 | 50,812 | 122.5% | $80.69万 | 加仓 |
| PAAA | PGIM ETF TR | $110.52万 | 0.40% | 21,595 | 1,893 | 9.6% | $9.69万 | 加仓 |
| GOOG | ALPHABET INC | $106.03万 | 0.38% | 3,695 | -943 | -20.3% | -$27.06万 | 减仓 |
| — | PGIM ETF TR | $99.42万 | 0.36% | 20,047 | 5,937 | 42.1% | $29.44万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $91.41万 | 0.33% | 19,674 | 12,120 | 160.4% | $56.31万 | 加仓 |
| DTE | DTE ENERGY CO | $86.06万 | 0.31% | 5,884 | 131 | 2.3% | $1.92万 | 加仓 |
| KO | COCA COLA CO | $80.85万 | 0.29% | 10,629 | -3 | -0.0% | -$228 | 减仓 |
| SO | SOUTHERN CO | $80.45万 | 0.29% | 8,334 | 48 | 0.6% | $4,633 | 加仓 |
| — | EXXON MOBIL CORP | $79.73万 | 0.29% | 4,699 | 2,261 | 92.7% | $38.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $75.74万 | 0.27% | 4,343 | -1,350 | -23.7% | -$23.54万 | 减仓 |
| MCD | MCDONALDS CORP | $72.97万 | 0.26% | 2,348 | -1 | -0.0% | -$311 | 减仓 |
| AMZN | AMAZON COM INC | $70.67万 | 0.26% | 3,393 | 180 | 5.6% | $3.75万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $68.22万 | 0.25% | 1,000 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $60.89万 | 0.22% | 1,657 | 124 | 8.1% | $4.56万 | 加仓 |
| EFA | ISHARES TR | $58.94万 | 0.21% | 6,068 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $56.45万 | 0.20% | 566 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $55.28万 | 0.20% | 1,680 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $50.20万 | 0.18% | 2,053 | -20 | -1.0% | -$4,891 | 减仓 |
| WM | WASTE MGMT INC DEL | $46.64万 | 0.17% | 2,029 | -1 | -0.0% | -$230 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.77万 | 0.16% | 673 | -251 | -27.2% | -$16.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.91万 | 0.16% | 2,968 | 11 | 0.4% | $1,590 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $42.62万 | 0.15% | 6,150 | 6,150 | — | $42.62万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.22万 | 0.15% | 881 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $40.46万 | 0.15% | 7,073 | 7,073 | — | $40.46万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $38.59万 | 0.14% | 2,864 | 55 | 2.0% | $7,411 | 加仓 |
| WMT | WALMART INC | $37.92万 | 0.14% | 3,051 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $37.88万 | 0.14% | 3,940 | -320 | -7.5% | -$3.08万 | 减仓 |
| SRE | SEMPRA | $36.82万 | 0.13% | 3,789 | -156 | -4.0% | -$1.52万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $36.63万 | 0.13% | 2,328 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.46万 | 0.13% | 1,695 | 451 | 36.3% | $9.70万 | 加仓 |
| AFL | AFLAC INC | $35.89万 | 0.13% | 3,270 | 1 | 0.0% | $110 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $35.11万 | 0.13% | 58,520 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $34.90万 | 0.13% | 7,159 | -5,146 | -41.8% | -$25.09万 | 减仓 |
| META | META PLATFORMS INC | $34.67万 | 0.13% | 606 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.39万 | 0.12% | 1,662 | -207 | -11.1% | -$4.28万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.16万 | 0.12% | 392 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $33.13万 | 0.12% | 777 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $30.15万 | 0.11% | 4,535 | 2 | 0.0% | $133 | 加仓 |
| ABBV | ABBVIE INC | $29.89万 | 0.11% | 1,373 | 2 | 0.1% | $435 | 加仓 |
| ORCL | ORACLE CORP | $29.02万 | 0.11% | 1,972 | -901 | -31.4% | -$13.26万 | 减仓 |
| PFE | PFIZER INC | $28.60万 | 0.10% | 10,186 | -107 | -1.0% | -$3,005 | 减仓 |
| IXUS | ISHARES TR | $26.20万 | 0.09% | 3,024 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $25.58万 | 0.09% | 1,547 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $24.86万 | 0.09% | 1,600 | 137 | 9.4% | $2.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.72万 | 0.09% | 2,662 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $24.48万 | 0.09% | 810 | -114 | -12.3% | -$3.45万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $24.45万 | 0.09% | 1,753 | -1 | -0.1% | -$139 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.92万 | 0.09% | 1,615 | 1,615 | — | $23.92万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $23.54万 | 0.09% | 4,710 | -4 | -0.1% | -$200 | 减仓 |
| GLD | SPDR GOLD TR | $23.54万 | 0.09% | 547 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $23.54万 | 0.09% | 20,394 | 25 | 0.1% | $289 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.49万 | 0.09% | 968 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.27万 | 0.08% | 626 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $22.69万 | 0.08% | 3,136 | 9 | 0.3% | $651 | 重新持有 |
| KLAC | KLA CORP | $22.23万 | 0.08% | 151 | 151 | — | $22.23万 | 新建仓 |
| IWD | ISHARES TR | $21.99万 | 0.08% | 1,028 | -1 | -0.1% | -$214 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $21.77万 | 0.08% | 4,805 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $21.11万 | 0.08% | 2,187 | -140 | -6.0% | -$1.35万 | 减仓 |
| DIS | DISNEY WALT CO | $21.09万 | 0.08% | 2,186 | 1 | 0.0% | $96 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $21.03万 | 0.08% | 3,649 | -126 | -3.3% | -$7,263 | 减仓 |
| SBUX | STARBUCKS CORP | $20.97万 | 0.08% | 2,340 | 2,340 | — | $20.97万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $20.77万 | 0.08% | 2,713 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $20.62万 | 0.07% | 1,701 | 1,701 | — | $20.62万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $20.06万 | 0.07% | 1,840 | 0 | 0.0% | — | 不变 |
| — | COMERICA INC | $0 | 0.00% | 0 | -6,461 | -100.0% | -$56.17万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -606 | -100.0% | -$22.43万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -371 | -100.0% | -$21.18万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -1,892 | -100.0% | -$20.27万 | 清仓 |
| — | PRESURANCE HOLDINGS INC | $0 | 0.00% | 0 | -10,200 | -100.0% | -$7,269 | 清仓 |