Keener Financial Planning LLC
KELLER TX · SEC CIK 0002004495
$2.38亿2026Q1 申报市值
58持仓数
88.7%前十大占比 · 第一大 36.1%
0 / 2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
SPTM 加仓+$475.02万
VTI 加仓+$100.53万
VWO 加仓+$94.83万
IJR 加仓+$62.56万
SCHP 重新持有+$52.69万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$36.45万
NVDA 减仓-$34.36万
VEA 减仓-$22.47万
GBCI 清仓-$21.70万
EXPE 清仓-$21.20万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $8,591.30万 | 36.11% | 1,086,692 | 60,084 | 5.9% | $475.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,141.20万 | 21.61% | 802,324 | -3,507 | -0.4% | -$22.47万 | 减仓 |
| IJR | ISHARES TR | $2,130.80万 | 8.96% | 171,412 | 5,033 | 3.0% | $62.56万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,860.90万 | 7.82% | 230,857 | 1,731 | 0.8% | $13.95万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,395.90万 | 5.87% | 258,279 | 17,546 | 7.3% | $94.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $580.80万 | 2.44% | 18,107 | 3,134 | 20.9% | $100.53万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $459.20万 | 1.93% | 100,599 | 136 | 0.1% | $6,208 | 加仓 |
| SPYV | SPDR SERIES TRUST | $339.00万 | 1.42% | 59,918 | -92 | -0.2% | -$5,205 | 减仓 |
| — | EXXON MOBIL CORP | $332.00万 | 1.40% | 19,574 | -2,149 | -9.9% | -$36.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $282.60万 | 1.19% | 72,736 | -201 | -0.3% | -$7,809 | 减仓 |
| AAPL | APPLE INC | $271.80万 | 1.14% | 10,712 | -564 | -5.0% | -$14.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $157.90万 | 0.66% | 4,268 | 490 | 13.0% | $18.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $125.10万 | 0.53% | 7,176 | -1,971 | -21.5% | -$34.36万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $115.70万 | 0.49% | 5,901 | 20 | 0.3% | $3,921 | 加仓 |
| IVV | ISHARES TR | $113.20万 | 0.48% | 1,734 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $103.70万 | 0.44% | 21,467 | 48 | 0.2% | $2,319 | 加仓 |
| ESGU | ISHARES TR | $98.50万 | 0.41% | 6,971 | 133 | 1.9% | $1.88万 | 加仓 |
| ITOT | ISHARES TR | $91.40万 | 0.38% | 6,418 | 582 | 10.0% | $8.29万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $76.00万 | 0.32% | 15,245 | 2,095 | 15.9% | $10.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $74.80万 | 0.31% | 2,544 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $67.10万 | 0.28% | 6,706 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $62.90万 | 0.26% | 7,604 | -202 | -2.6% | -$1.67万 | 减仓 |
| IEFA | ISHARES TR | $62.40万 | 0.26% | 6,901 | 592 | 9.4% | $5.35万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $60.90万 | 0.26% | 7,690 | -916 | -10.6% | -$7.25万 | 减仓 |
| LLY | ELI LILLY & CO | $59.00万 | 0.25% | 642 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.70万 | 0.23% | 4,487 | -44 | -1.0% | -$5,462 | 减仓 |
| SUSB | ISHARES TR | $53.90万 | 0.23% | 21,508 | 761 | 3.7% | $1.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $53.40万 | 0.22% | 895 | 55 | 6.5% | $3.28万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $53.10万 | 0.22% | 19,980 | 19,824 | 12,707.7% | $52.69万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $52.70万 | 0.22% | 21,006 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $50.00万 | 0.21% | 6,800 | -171 | -2.5% | -$1.26万 | 减仓 |
| GOOGL | ALPHABET INC | $46.20万 | 0.19% | 1,608 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $45.70万 | 0.19% | 9,763 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $40.80万 | 0.17% | 2,009 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.00万 | 0.17% | 836 | -11 | -1.3% | -$5,263 | 减仓 |
| VB | VANGUARD INDEX FDS | $39.60万 | 0.17% | 1,515 | -8 | -0.5% | -$2,091 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $38.80万 | 0.16% | 6,225 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $37.20万 | 0.16% | 8,552 | 796 | 10.3% | $3.46万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $36.60万 | 0.15% | 3,744 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $35.00万 | 0.15% | 4,465 | -76 | -1.7% | -$5,957 | 减仓 |
| NUDM | NUSHARES ETF TR | $34.10万 | 0.14% | 9,451 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $31.10万 | 0.13% | 13,442 | 26 | 0.2% | $602 | 加仓 |
| ESGE | ISHARES INC | $29.30万 | 0.12% | 6,456 | 448 | 7.5% | $2.03万 | 加仓 |
| — | PROSHARES TR | $28.60万 | 0.12% | 5,510 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $28.20万 | 0.12% | 2,953 | -291 | -9.0% | -$2.78万 | 减仓 |
| IEMG | ISHARES INC | $28.00万 | 0.12% | 4,027 | -14 | -0.3% | -$973 | 减仓 |
| UNP | UNION PAC CORP | $27.80万 | 0.12% | 1,147 | -236 | -17.1% | -$5.72万 | 减仓 |
| AMGN | AMGEN INC | $27.00万 | 0.11% | 768 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $26.70万 | 0.11% | 2,257 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $26.40万 | 0.11% | 5,528 | 760 | 15.9% | $3.63万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.30万 | 0.10% | 374 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $22.40万 | 0.09% | 4,943 | -21 | -0.4% | -$952 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $22.00万 | 0.09% | 724 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $21.70万 | 0.09% | 4,622 | 115 | 2.6% | $5,399 | 加仓 |
| GOOG | ALPHABET INC | $20.70万 | 0.09% | 725 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $20.40万 | 0.09% | 661 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $20.30万 | 0.09% | 6,760 | -1,040 | -13.3% | -$3.12万 | 重新持有 |
| AGG | ISHARES TR | $20.10万 | 0.08% | 2,028 | -49 | -2.4% | -$4,857 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $0 | 0.00% | 0 | -4,945 | -100.0% | -$21.70万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -750 | -100.0% | -$21.20万 | 清仓 |