Keener Financial Planning LLC
KELLER TX · SEC CIK 0002004495
$2.80亿2026Q2 申报市值
61持仓数
89.1%前十大占比 · 第一大 37.1%
5 / 2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
SPTM 加仓+$514.83万
VEA 加仓+$154.90万
AVLV 加仓+$132.06万
VTI 加仓+$82.48万
IJR 加仓+$58.12万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$72.89万
MSFT 减仓-$71.27万
SCHP 清仓-$53.10万
SPYV 减仓-$40.87万
PROSHARES TR 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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $1.04亿 | 37.13% | 1,143,398 | 56,706 | 5.2% | $514.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,871.40万 | 21.00% | 824,065 | 21,741 | 2.7% | $154.90万 | 加仓 |
| IJR | ISHARES TR | $2,600.30万 | 9.30% | 175,331 | 3,919 | 2.3% | $58.12万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,237.70万 | 8.00% | 245,336 | 14,479 | 6.3% | $132.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,599.70万 | 5.72% | 268,016 | 9,737 | 3.8% | $58.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $752.50万 | 2.69% | 20,336 | 2,229 | 12.3% | $82.48万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $491.00万 | 1.76% | 97,444 | -3,155 | -3.1% | -$15.90万 | 减仓 |
| AAPL | APPLE INC | $327.00万 | 1.17% | 11,303 | 591 | 5.5% | $17.10万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $323.30万 | 1.16% | 53,193 | -6,725 | -11.2% | -$40.87万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $322.60万 | 1.15% | 72,736 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $267.60万 | 0.96% | 19,574 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $160.30万 | 0.57% | 9,760 | 3,342 | 52.1% | $54.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $144.90万 | 0.52% | 7,242 | 66 | 0.9% | $1.32万 | 加仓 |
| IVV | ISHARES TR | $133.30万 | 0.48% | 1,781 | 47 | 2.7% | $3.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $128.60万 | 0.46% | 5,901 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $123.80万 | 0.44% | 21,467 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $118.40万 | 0.42% | 7,236 | 265 | 3.8% | $4.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $93.00万 | 0.33% | 2,843 | 299 | 11.8% | $9.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $87.90万 | 0.31% | 2,357 | -1,911 | -44.8% | -$71.27万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $86.70万 | 0.31% | 10,975 | 3,285 | 42.7% | $25.95万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $82.40万 | 0.29% | 16,301 | 1,056 | 6.9% | $5.34万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $80.00万 | 0.29% | 6,591 | -115 | -1.7% | -$1.40万 | 减仓 |
| LLY | ELI LILLY & CO | $73.50万 | 0.26% | 613 | -29 | -4.5% | -$3.48万 | 减仓 |
| IEFA | ISHARES TR | $70.00万 | 0.25% | 7,251 | 350 | 5.1% | $3.38万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $68.70万 | 0.25% | 8,315 | 711 | 9.4% | $5.87万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $60.80万 | 0.22% | 21,006 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $60.70万 | 0.22% | 1,701 | 93 | 5.8% | $3.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $56.70万 | 0.20% | 827 | -68 | -7.6% | -$4.66万 | 减仓 |
| SUSB | ISHARES TR | $55.60万 | 0.20% | 22,259 | 751 | 3.5% | $1.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.00万 | 0.18% | 1,000 | 164 | 19.6% | $8.20万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $49.90万 | 0.18% | 6,800 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $49.10万 | 0.18% | 21,246 | 7,804 | 58.1% | $18.04万 | 加仓 |
| EUSB | ISHARES TR | $48.40万 | 0.17% | 11,142 | 2,590 | 30.3% | $11.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $46.30万 | 0.17% | 1,530 | 15 | 1.0% | $4,539 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $45.70万 | 0.16% | 8,832 | -931 | -9.5% | -$4.82万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $44.50万 | 0.16% | 3,744 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $43.70万 | 0.16% | 753 | -1,256 | -62.5% | -$72.89万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $43.50万 | 0.16% | 6,225 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $40.80万 | 0.15% | 3,977 | 1,024 | 34.7% | $10.51万 | 加仓 |
| WMT | WALMART INC | $39.20万 | 0.14% | 3,464 | -1,023 | -22.8% | -$11.58万 | 减仓 |
| NUDM | NUSHARES ETF TR | $37.80万 | 0.14% | 9,451 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $35.20万 | 0.13% | 6,451 | -5 | -0.1% | -$273 | 减仓 |
| IEMG | ISHARES INC | $35.00万 | 0.13% | 4,231 | 204 | 5.1% | $1.69万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $34.70万 | 0.12% | 4,465 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $33.50万 | 0.12% | 950 | 225 | 31.0% | $7.93万 | 加仓 |
| AVGO | BROADCOM INC | $33.00万 | 0.12% | 876 | 215 | 32.5% | $8.10万 | 加仓 |
| SHM | SPDR SERIES TRUST | $31.60万 | 0.11% | 6,607 | 1,079 | 19.5% | $5.16万 | 加仓 |
| UNP | UNION PAC CORP | $31.10万 | 0.11% | 1,147 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $30.80万 | 0.11% | 2,257 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $28.90万 | 0.10% | 5,796 | 853 | 17.3% | $4.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.90万 | 0.10% | 374 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $27.60万 | 0.10% | 1,138 | 1,138 | — | $27.60万 | 新建仓 |
| AMGN | AMGEN INC | $26.50万 | 0.09% | 733 | -35 | -4.6% | -$1.27万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.80万 | 0.09% | 867 | 867 | — | $25.80万 | 新建仓 |
| ESML | ISHARES TR | $25.30万 | 0.09% | 4,538 | -84 | -1.8% | -$4,683 | 减仓 |
| EMXC | ISHARES INC | $24.60万 | 0.09% | 2,407 | 2,407 | — | $24.60万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $23.90万 | 0.09% | 724 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $20.70万 | 0.07% | 6,916 | 156 | 2.3% | $4,669 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $20.60万 | 0.07% | 3,667 | 3,667 | — | $20.60万 | 新建仓 |
| DMXF | ISHARES TR | $20.50万 | 0.07% | 2,430 | 2,430 | — | $20.50万 | 新建仓 |
| AGG | ISHARES TR | $20.00万 | 0.07% | 2,028 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,980 | -100.0% | -$53.10万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -5,510 | -100.0% | -$28.60万 | 清仓 |