Investment Planning Advisors, Inc.
CUMMING GA · SEC CIK 0002024049
$3.63亿2026Q1 申报市值
107持仓数
69.0%前十大占比 · 第一大 12.2%
14 / 3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
FLOT 新建仓+$1,078.94万
RWL 加仓+$894.61万
QQQM 加仓+$827.65万
VCRB 加仓+$575.81万
VNQ 新建仓+$529.77万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$1,417.36万
CGUS 减仓-$1,223.28万
BINC 减仓-$1,089.92万
FRDM 减仓-$484.82万
MUB 减仓-$36.32万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | $1,078.94万 | 2.97% | 211,765 | 211,765 | — | $1,078.94万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,272.88万 | 3.50% | 514,295 | 195,797 | 61.5% | $484.60万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,701.82万 | 4.69% | 373,042 | 3,326 | 0.9% | $15.17万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,340.20万 | 6.44% | 98,485 | 34,831 | 54.7% | $827.65万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,458.70万 | 6.77% | 119,471 | 12,591 | 11.8% | $259.12万 | 加仓 |
| FRDM | EA SERIES TRUST | $2,570.25万 | 7.08% | 470,311 | -88,713 | -15.9% | -$484.82万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,800.49万 | 7.71% | 243,712 | 77,853 | 46.9% | $894.61万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,824.98万 | 7.78% | 365,078 | 74,413 | 25.6% | $575.81万 | 加仓 |
| MGC | VANGUARD WORLD FD | $3,591.54万 | 9.89% | 151,958 | 15,704 | 11.5% | $371.16万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,425.56万 | 12.19% | 578,203 | 54,111 | 10.3% | $414.17万 | 加仓 |