Wrenne Financial Planning LLC
Lexington KY · SEC CIK 0002023054
$2.55亿2026Q1 申报市值
49持仓数
81.1%前十大占比 · 第一大 21.3%
1 / 1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
VTI 加仓+$394.85万
VEU 加仓+$151.21万
SCHB 加仓+$119.88万
VNQ 加仓+$74.13万
BND 加仓+$67.07万
2026Q1 卖出最多 按季末市值估算
ARES 清仓-$23.36万
MSFT 减仓-$4.11万
VEA 减仓-$3.70万
SPTM 减仓-$2.13万
SPYV 减仓-$1.39万
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 |
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,445 | -100.0% | -$23.36万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $20.24万 | 0.08% | 930 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $20.39万 | 0.08% | 1,923 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $21.60万 | 0.08% | 1,480 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $22.81万 | 0.09% | 6,347 | 1 | 0.0% | $36 | 加仓 |
| DGRO | ISHARES TR | $23.94万 | 0.09% | 3,411 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $24.75万 | 0.10% | 1,738 | -47 | -2.6% | -$6,694 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $25.02万 | 0.10% | 1,155 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $26.17万 | 0.10% | 3,419 | 3,419 | — | $26.17万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $28.16万 | 0.11% | 5,637 | 423 | 8.1% | $2.11万 | 加仓 |
| AMZN | AMAZON COM INC | $28.37万 | 0.11% | 1,362 | 1 | 0.1% | $208 | 加仓 |
| SLYG | SPDR SERIES TRUST | $28.89万 | 0.11% | 2,990 | 1 | 0.0% | $97 | 加仓 |
| IEMG | ISHARES INC | $30.05万 | 0.12% | 4,308 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $30.55万 | 0.12% | 1,801 | 1 | 0.1% | $170 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.36万 | 0.12% | 482 | 20 | 4.3% | $1.30万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $32.24万 | 0.13% | 1,643 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $32.24万 | 0.13% | 1,499 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $33.12万 | 0.13% | 1,126 | -33 | -2.8% | -$9,707 | 减仓 |
| CAT | CATERPILLAR INC | $34.34万 | 0.13% | 485 | 1 | 0.2% | $708 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $35.81万 | 0.14% | 12,315 | -40 | -0.3% | -$1,163 | 减仓 |
| VOO | VANGUARD INDEX FDS | $51.45万 | 0.20% | 861 | 183 | 27.0% | $10.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.10万 | 0.21% | 920 | -11 | -1.2% | -$6,349 | 减仓 |
| GOOG | ALPHABET INC | $55.68万 | 0.22% | 1,941 | 1 | 0.1% | $287 | 加仓 |
| AVGO | BROADCOM INC | $57.01万 | 0.22% | 1,842 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $61.02万 | 0.24% | 10,309 | 128 | 1.3% | $7,576 | 加仓 |
| MSFT | MICROSOFT CORP | $83.85万 | 0.33% | 2,265 | -111 | -4.7% | -$4.11万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $99.07万 | 0.39% | 38,669 | 2,392 | 6.6% | $6.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $99.23万 | 0.39% | 3,283 | -19 | -0.6% | -$5,743 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $100.20万 | 0.39% | 5,992 | -16 | -0.3% | -$2,676 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $104.84万 | 0.41% | 16,360 | -578 | -3.4% | -$3.70万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $156.43万 | 0.61% | 19,786 | -269 | -1.3% | -$2.13万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $198.83万 | 0.78% | 26,283 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $207.73万 | 0.81% | 96,662 | 4,424 | 4.8% | $9.51万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $239.36万 | 0.94% | 42,304 | -245 | -0.6% | -$1.39万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $278.33万 | 1.09% | 28,427 | -133 | -0.5% | -$1.30万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $279.20万 | 1.09% | 112,810 | 408 | 0.4% | $1.01万 | 加仓 |
| AAPL | APPLE INC | $385.31万 | 1.51% | 15,182 | 53 | 0.4% | $1.35万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $421.35万 | 1.65% | 84,455 | -49 | -0.1% | -$2,445 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $551.20万 | 2.16% | 117,502 | 3,949 | 3.5% | $18.52万 | 加仓 |
| MUB | ISHARES TR | $819.08万 | 3.21% | 77,162 | 5,266 | 7.3% | $55.90万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $973.74万 | 3.82% | 44,821 | 878 | 2.0% | $19.07万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,054.05万 | 4.13% | 230,898 | 5,005 | 2.2% | $22.85万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,092.82万 | 4.29% | 435,387 | 47,761 | 12.3% | $119.88万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,254.00万 | 4.92% | 162,625 | 2,763 | 1.7% | $21.31万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,346.85万 | 5.28% | 249,186 | 10,052 | 4.2% | $54.33万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,506.59万 | 5.91% | 204,589 | 9,108 | 4.7% | $67.07万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,845.75万 | 7.24% | 208,089 | 8,357 | 4.2% | $74.13万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1,919.63万 | 7.53% | 202,964 | 6,618 | 3.4% | $62.59万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,249.59万 | 16.66% | 565,858 | 20,134 | 3.7% | $151.21万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,427.88万 | 21.28% | 169,193 | 12,308 | 7.8% | $394.85万 | 加仓 |