Investment Planning Advisors, Inc.
CUMMING GA · SEC CIK 0002024049
$4.32亿2026Q2 申报市值
117持仓数
70.6%前十大占比 · 第一大 12.3%
14 / 4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
RSP 加仓+$3,243.03万
BOXX 新建仓+$1,880.72万
RWL 加仓+$1,006.09万
BSV 加仓+$667.64万
SCHF 加仓+$436.41万
2026Q2 卖出最多 按季末市值估算
MGC 减仓-$4,006.18万
FBND 减仓-$1,648.42万
XOP 清仓-$516.43万
FRDM 减仓-$429.33万
BINC 减仓-$28.38万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $285.74万 | 0.66% | 18,206 | 663 | 3.8% | $10.41万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $292.04万 | 0.68% | 57,652 | -711 | -1.2% | -$3.60万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $313.45万 | 0.73% | 66,409 | -4,338 | -6.1% | -$20.48万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $344.54万 | 0.80% | 122,307 | 823 | 0.7% | $2.32万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $398.30万 | 0.92% | 77,540 | 745 | 1.0% | $3.83万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $438.73万 | 1.02% | 48,323 | -739 | -1.5% | -$6.71万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $530.12万 | 1.23% | 65,993 | 420 | 0.6% | $3.37万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $624.45万 | 1.45% | 72,890 | 4,138 | 6.0% | $35.45万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $627.73万 | 1.45% | 65,096 | 5,370 | 9.0% | $51.78万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $764.59万 | 1.77% | 343,021 | 6,293 | 1.9% | $14.03万 | 加仓 |
| FLOT | ISHARES TR | $1,185.39万 | 2.75% | 232,202 | 20,437 | 9.7% | $104.33万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,625.59万 | 3.76% | 208,650 | 85,694 | 69.7% | $667.64万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,861.01万 | 4.31% | 671,844 | 157,549 | 30.6% | $436.41万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,880.72万 | 4.36% | 160,622 | 160,622 | — | $1,880.72万 | 新建仓 |
| FRDM | EA SERIES TRUST | $2,999.24万 | 6.95% | 411,418 | -58,893 | -12.5% | -$429.33万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,073.32万 | 7.12% | 101,440 | 2,955 | 3.0% | $89.53万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $3,098.11万 | 7.17% | 125,832 | 6,361 | 5.3% | $156.61万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,107.89万 | 7.20% | 402,406 | 37,328 | 10.2% | $288.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,396.05万 | 7.86% | 159,611 | 152,419 | 2,119.3% | $3,243.03万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $4,119.75万 | 9.54% | 322,460 | 78,748 | 32.3% | $1,006.09万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,316.17万 | 12.31% | 604,935 | 26,732 | 4.6% | $234.92万 | 加仓 |