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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -3,485 | -100.0% | -$30.37万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,456 | -100.0% | -$28.68万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,746 | -100.0% | -$23.75万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.67万 | 0.00% | 11,940 | -1,460 | -10.9% | -$2,044 | 减仓 |
| QNC | QUANTUM EMOTION CORP | $11.01万 | 0.03% | 48,058 | 48,058 | — | $11.01万 | 新建仓 |
| V | VISA INC | $20.36万 | 0.06% | 674 | 674 | — | $20.36万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.45万 | 0.06% | 844 | 9 | 1.1% | $2,180 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $21.56万 | 0.06% | 3,520 | 3,520 | — | $21.56万 | 新建仓 |
| PEP | PEPSICO INC | $21.92万 | 0.06% | 1,411 | 1,411 | — | $21.92万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.21万 | 0.06% | 7,637 | 423 | 5.9% | $1.23万 | 加仓 |
| ITA | ISHARES TR | $23.05万 | 0.06% | 1,054 | 1,054 | — | $23.05万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $23.15万 | 0.06% | 1,300 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $23.48万 | 0.06% | 752 | 752 | — | $23.48万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $24.45万 | 0.07% | 1,233 | 1,233 | — | $24.45万 | 新建仓 |
| CAT | CATERPILLAR INC | $24.52万 | 0.07% | 346 | 346 | — | $24.52万 | 新建仓 |
| ORCL | ORACLE CORP | $24.66万 | 0.07% | 1,677 | 588 | 54.0% | $8.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $24.77万 | 0.07% | 1,715 | 172 | 11.1% | $2.48万 | 加仓 |
| META | META PLATFORMS INC | $26.01万 | 0.07% | 455 | 169 | 59.1% | $9.66万 | 重新持有 |
| HELO | J P MORGAN EXCHANGE TRADED F | $26.17万 | 0.07% | 4,094 | -6 | -0.1% | -$383 | 减仓 |
| KO | COCA COLA CO | $26.45万 | 0.07% | 3,479 | -100 | -2.8% | -$7,604 | 减仓 |
| TFI | SPDR SERIES TRUST | $27.54万 | 0.08% | 6,075 | 861 | 16.5% | $3.90万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $27.71万 | 0.08% | 4,519 | -3,986 | -46.9% | -$24.44万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $27.83万 | 0.08% | 9,992 | 9,992 | — | $27.83万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.23万 | 0.08% | 1,906 | 20 | 1.1% | $2,962 | 加仓 |
| CVX | CHEVRON CORPORATION | $29.21万 | 0.08% | 1,412 | 1,412 | — | $29.21万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $30.22万 | 0.08% | 3,071 | 375 | 13.9% | $3.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $30.65万 | 0.08% | 10,522 | 2,288 | 27.8% | $6.67万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $31.93万 | 0.09% | 12,462 | -466 | -3.6% | -$1.19万 | 减仓 |
| IEF | ISHARES TR | $32.03万 | 0.09% | 3,357 | 1,253 | 59.6% | $11.96万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $33.62万 | 0.09% | 17,014 | -130 | -0.8% | -$2,569 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $33.83万 | 0.09% | 2,545 | 351 | 16.0% | $4.67万 | 加仓 |
| HD | HOME DEPOT INC | $33.91万 | 0.09% | 1,031 | 255 | 32.9% | $8.39万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $36.29万 | 0.10% | 13,329 | -4,862 | -26.7% | -$13.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $37.76万 | 0.10% | 1,545 | 330 | 27.2% | $8.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.61万 | 0.11% | 388 | 127 | 48.7% | $12.64万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $39.58万 | 0.11% | 9,860 | 601 | 6.5% | $2.41万 | 加仓 |
| DGRO | ISHARES TR | $40.98万 | 0.11% | 5,839 | 324 | 5.9% | $2.27万 | 加仓 |
| AMZN | AMAZON COM INC | $41.53万 | 0.11% | 1,994 | 603 | 43.4% | $12.56万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $41.96万 | 0.12% | 18,070 | -3,076 | -14.5% | -$7.14万 | 减仓 |
| LIN | LINDE PLC | $42.00万 | 0.12% | 847 | 847 | — | $42.00万 | 新建仓 |
| QUAL | ISHARES TR | $42.11万 | 0.12% | 2,195 | -114 | -4.9% | -$2.19万 | 减仓 |
| MCD | MCDONALDS CORP | $42.81万 | 0.12% | 1,377 | 312 | 29.3% | $9.70万 | 加仓 |
| VHT | VANGUARD WORLD FD | $42.92万 | 0.12% | 1,576 | 574 | 57.3% | $15.63万 | 加仓 |
| VB | VANGUARD INDEX FDS | $43.03万 | 0.12% | 1,643 | 53 | 3.3% | $1.39万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $43.41万 | 0.12% | 14,719 | 87 | 0.6% | $2,566 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $45.34万 | 0.12% | 3,093 | 436 | 16.4% | $6.39万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $47.81万 | 0.13% | 7,743 | 143 | 1.9% | $8,831 | 加仓 |
| PFF | ISHARES TR | $48.29万 | 0.13% | 15,926 | 334 | 2.1% | $1.01万 | 加仓 |
| AMLP | ALPS ETF TR | $49.30万 | 0.14% | 9,365 | 178 | 1.9% | $9,370 | 加仓 |
| VO | VANGUARD INDEX FDS | $54.98万 | 0.15% | 1,915 | 61 | 3.3% | $1.75万 | 加仓 |
| TSLA | TESLA INC | $60.56万 | 0.17% | 1,629 | -48 | -2.9% | -$1.78万 | 减仓 |
| — | EXXON MOBIL CORP | $62.26万 | 0.17% | 3,670 | 729 | 24.8% | $12.37万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $63.17万 | 0.17% | 13,073 | 647 | 5.2% | $3.13万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $63.50万 | 0.17% | 10,724 | -33 | -0.3% | -$1,954 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $67.64万 | 0.19% | 20,270 | 387 | 1.9% | $1.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $68.17万 | 0.19% | 1,842 | -459 | -19.9% | -$16.99万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $68.55万 | 0.19% | 22,476 | 2,613 | 13.2% | $7.97万 | 加仓 |
| ICSH | ISHARES TR | $69.35万 | 0.19% | 13,700 | 197 | 1.5% | $9,972 | 加仓 |
| SUB | ISHARES TR | $70.60万 | 0.19% | 6,629 | 98 | 1.5% | $1.04万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $71.63万 | 0.20% | 12,902 | 992 | 8.3% | $5.51万 | 加仓 |
| VPU | VANGUARD WORLD FD | $71.97万 | 0.20% | 3,633 | 14 | 0.4% | $2,774 | 加仓 |
| SO | SOUTHERN CO | $73.10万 | 0.20% | 7,573 | 1,158 | 18.1% | $11.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $74.07万 | 0.20% | 4,247 | 987 | 30.3% | $17.21万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $81.46万 | 0.22% | 16,095 | -2,630 | -14.0% | -$13.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $84.04万 | 0.23% | 2,620 | -40 | -1.5% | -$1.28万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $84.64万 | 0.23% | 18,372 | -1,642 | -8.2% | -$7.56万 | 减仓 |
| GOOGL | ALPHABET INC | $90.45万 | 0.25% | 3,146 | 617 | 24.4% | $17.74万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $90.71万 | 0.25% | 35,379 | 4,738 | 15.5% | $12.15万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $91.18万 | 0.25% | 9,830 | -15 | -0.2% | -$1,391 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $96.08万 | 0.26% | 18,502 | -209,887 | -91.9% | -$1,089.92万 | 减仓 |
| WMT | WALMART INC | $96.52万 | 0.27% | 7,766 | 788 | 11.3% | $9.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.01万 | 0.27% | 2,024 | 766 | 60.9% | $36.71万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $97.35万 | 0.27% | 9,046 | -3 | -0.0% | -$323 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $102.85万 | 0.28% | 3,497 | 610 | 21.1% | $17.94万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $114.68万 | 0.32% | 5,332 | -354 | -6.2% | -$7.61万 | 减仓 |
| MUB | ISHARES TR | $118.13万 | 0.33% | 11,129 | -3,422 | -23.5% | -$36.32万 | 减仓 |
| WRB | BERKLEY W R CORP | $121.97万 | 0.34% | 18,402 | -5 | -0.0% | -$331 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $125.16万 | 0.34% | 37,008 | -81 | -0.2% | -$2,739 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $135.45万 | 0.37% | 39,875 | 884 | 2.3% | $3.00万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $138.02万 | 0.38% | 7,192 | -73,855 | -91.1% | -$1,417.36万 | 减仓 |
| MGK | VANGUARD WORLD FD | $139.06万 | 0.38% | 3,785 | -27 | -0.7% | -$9,920 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $140.72万 | 0.39% | 36,626 | -318,401 | -89.7% | -$1,223.28万 | 减仓 |
| AAPL | APPLE INC | $147.83万 | 0.41% | 5,825 | 683 | 13.3% | $17.33万 | 加仓 |
| IVV | ISHARES TR | $163.61万 | 0.45% | 2,505 | 69 | 2.8% | $4.51万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $177.66万 | 0.49% | 35,503 | 5,455 | 18.2% | $27.30万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $183.73万 | 0.51% | 36,871 | 2,151 | 6.2% | $10.72万 | 加仓 |
| SEPI | SCM TRUST | $223.86万 | 0.62% | 89,348 | 17,440 | 24.3% | $43.70万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $231.67万 | 0.64% | 90,923 | 8,592 | 10.4% | $21.89万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $242.66万 | 0.67% | 17,543 | 329 | 1.9% | $4.55万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $284.33万 | 0.78% | 70,747 | -2,118 | -2.9% | -$8.51万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $291.76万 | 0.80% | 58,363 | 504 | 0.9% | $2.52万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $334.87万 | 0.92% | 121,484 | 8,649 | 7.7% | $23.84万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $387.89万 | 1.07% | 49,062 | 716 | 1.5% | $5.66万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $389.04万 | 1.07% | 76,795 | 1,689 | 2.2% | $8.56万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $470.88万 | 1.30% | 65,573 | 1,849 | 2.9% | $13.28万 | 加仓 |
| XOP | SPDR SERIES TRUST | $516.43万 | 1.42% | 28,402 | 28,402 | — | $516.43万 | 新建仓 |
| SPGM | SPDR INDEX SHS FDS | $520.52万 | 1.43% | 68,752 | 26,478 | 62.6% | $200.47万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $529.77万 | 1.46% | 59,726 | 59,726 | — | $529.77万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $752.25万 | 2.07% | 336,728 | 3,945 | 1.2% | $8.81万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $964.10万 | 2.65% | 122,956 | 15,041 | 13.9% | $117.94万 | 加仓 |