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 |
|---|---|---|---|---|---|---|---|---|
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -28,402 | -100.0% | -$516.43万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,906 | -100.0% | -$28.23万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -455 | -100.0% | -$26.01万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,520 | -100.0% | -$21.56万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.00万 | 0.00% | 10,440 | -1,500 | -12.6% | -$2,880 | 减仓 |
| QNC | QUANTUM EMOTION CORP | $14.99万 | 0.03% | 48,058 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $21.33万 | 0.05% | 3,979 | 3,979 | — | $21.33万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $22.02万 | 0.05% | 4,808 | -1,267 | -20.9% | -$5.80万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $22.99万 | 0.05% | 1,405 | 1,405 | — | $22.99万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $23.59万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $23.67万 | 0.05% | 581 | 581 | — | $23.67万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.11万 | 0.06% | 857 | 13 | 1.5% | $3,657 | 加仓 |
| CB | CHUBB LIMITED | $24.57万 | 0.06% | 721 | 721 | — | $24.57万 | 新建仓 |
| PEP | PEPSICO INC | $25.14万 | 0.06% | 1,857 | 446 | 31.6% | $6.04万 | 加仓 |
| ITA | ISHARES TR | $25.55万 | 0.06% | 1,054 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.13万 | 0.06% | 2,122 | 2,122 | — | $26.13万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $27.01万 | 0.06% | 526 | 526 | — | $27.01万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $27.09万 | 0.06% | 3,014 | 3,014 | — | $27.09万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.59万 | 0.06% | 7,637 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $28.86万 | 0.07% | 2,685 | -386 | -12.6% | -$4.15万 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.90万 | 0.07% | 1,744 | 332 | 23.5% | $5.50万 | 加仓 |
| KO | COCA COLA CO | $28.92万 | 0.07% | 3,558 | 79 | 2.3% | $6,421 | 加仓 |
| SPAB | SPDR SERIES TRUST | $29.47万 | 0.07% | 11,549 | -913 | -7.3% | -$2.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.85万 | 0.07% | 2,036 | 321 | 18.7% | $4.71万 | 加仓 |
| D | DOMINION ENERGY INC | $30.72万 | 0.07% | 4,499 | 4,499 | — | $30.72万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $30.73万 | 0.07% | 1,937 | -1,156 | -37.4% | -$18.34万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $31.08万 | 0.07% | 9,992 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $31.96万 | 0.07% | 1,463 | 230 | 18.7% | $5.03万 | 加仓 |
| QCOM | QUALCOMM INC | $32.15万 | 0.07% | 1,740 | 1,740 | — | $32.15万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $32.71万 | 0.08% | 4,525 | 6 | 0.1% | $434 | 加仓 |
| MCD | MCDONALDS CORP | $32.91万 | 0.08% | 1,217 | -160 | -11.6% | -$4.33万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $33.11万 | 0.08% | 4,900 | 806 | 19.7% | $5.45万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $33.32万 | 0.08% | 1,342 | 1,342 | — | $33.32万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $33.80万 | 0.08% | 12,367 | -962 | -7.2% | -$2.63万 | 减仓 |
| ORCL | ORACLE CORP | $34.16万 | 0.08% | 2,331 | 654 | 39.0% | $9.58万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $34.51万 | 0.08% | 1,811 | -734 | -28.8% | -$13.99万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $34.80万 | 0.08% | 17,145 | 131 | 0.8% | $2,659 | 加仓 |
| IEF | ISHARES TR | $36.92万 | 0.09% | 3,904 | 547 | 16.3% | $5.17万 | 加仓 |
| VIS | VANGUARD WORLD FD | $37.92万 | 0.09% | 1,052 | 300 | 39.9% | $10.81万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.13万 | 0.09% | 526 | 526 | — | $40.13万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $41.30万 | 0.10% | 17,854 | -216 | -1.2% | -$4,996 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $41.59万 | 0.10% | 12,292 | 1,770 | 16.8% | $5.99万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $44.53万 | 0.10% | 11,052 | 1,192 | 12.1% | $4.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $44.54万 | 0.10% | 1,306 | 1,306 | — | $44.54万 | 新建仓 |
| HD | HOME DEPOT INC | $44.92万 | 0.10% | 1,274 | 243 | 23.6% | $8.57万 | 加仓 |
| CAT | CATERPILLAR INC | $45.54万 | 0.11% | 428 | 82 | 23.7% | $8.72万 | 加仓 |
| QUAL | ISHARES TR | $45.60万 | 0.11% | 2,078 | -117 | -5.3% | -$2.57万 | 减仓 |
| DGRO | ISHARES TR | $45.61万 | 0.11% | 6,019 | 180 | 3.1% | $1.36万 | 加仓 |
| V | VISA INC | $47.04万 | 0.11% | 1,371 | 697 | 103.4% | $23.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.66万 | 0.11% | 998 | 998 | — | $47.66万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $47.93万 | 0.11% | 1,581 | -62 | -3.8% | -$1.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $48.32万 | 0.11% | 1,902 | 357 | 23.1% | $9.07万 | 加仓 |
| AMLP | ALPS ETF TR | $48.45万 | 0.11% | 9,345 | -20 | -0.2% | -$1,037 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $48.52万 | 0.11% | 10,666 | -362,376 | -97.1% | -$1,648.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.97万 | 0.11% | 523 | 135 | 34.8% | $12.64万 | 加仓 |
| PFF | ISHARES TR | $49.73万 | 0.12% | 16,311 | 385 | 2.4% | $1.17万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $50.42万 | 0.12% | 14,563 | -156 | -1.1% | -$5,401 | 减仓 |
| ICSH | ISHARES TR | $51.08万 | 0.12% | 10,099 | -3,601 | -26.3% | -$18.21万 | 减仓 |
| — | VICTORY PORTFOLIOS II | $52.76万 | 0.12% | 8,044 | 301 | 3.9% | $1.97万 | 加仓 |
| VO | VANGUARD INDEX FDS | $59.50万 | 0.14% | 7,385 | -275 | -3.6% | -$2.22万 | 减仓 |
| SUB | ISHARES TR | $62.19万 | 0.14% | 5,841 | -788 | -11.9% | -$8.39万 | 减仓 |
| LIN | LINDE PLC | $62.96万 | 0.15% | 1,213 | 366 | 43.2% | $19.00万 | 加仓 |
| — | EXXON MOBIL CORP | $63.50万 | 0.15% | 4,645 | 975 | 26.6% | $13.33万 | 加仓 |
| VHT | VANGUARD WORLD FD | $65.54万 | 0.15% | 2,192 | 616 | 39.1% | $18.42万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $68.46万 | 0.16% | 13,080 | -5,422 | -29.3% | -$28.38万 | 减仓 |
| TSLA | TESLA INC | $69.05万 | 0.16% | 1,642 | 13 | 0.8% | $5,466 | 加仓 |
| VPU | VANGUARD WORLD FD | $69.93万 | 0.16% | 3,573 | -60 | -1.7% | -$1.17万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $72.76万 | 0.17% | 10,769 | 45 | 0.4% | $3,040 | 加仓 |
| SPSM | SPDR SERIES TRUST | $75.73万 | 0.18% | 13,132 | 59 | 0.5% | $3,403 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $78.25万 | 0.18% | 22,204 | -272 | -1.2% | -$9,585 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $81.86万 | 0.19% | 13,320 | 418 | 3.2% | $2.57万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $87.36万 | 0.20% | 20,637 | 367 | 1.8% | $1.55万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $88.97万 | 0.21% | 19,321 | 949 | 5.2% | $4.37万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $90.61万 | 0.21% | 9,647 | -183 | -1.9% | -$1.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $96.46万 | 0.22% | 2,607 | -13 | -0.5% | -$4,810 | 减仓 |
| SO | SOUTHERN CO | $96.88万 | 0.22% | 10,123 | 2,550 | 33.7% | $24.41万 | 加仓 |
| AMZN | AMAZON COM INC | $99.15万 | 0.23% | 4,160 | 2,166 | 108.6% | $51.63万 | 加仓 |
| MUB | ISHARES TR | $101.63万 | 0.24% | 9,443 | -1,686 | -15.1% | -$18.15万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $104.12万 | 0.24% | 35,379 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $107.30万 | 0.25% | 8,774 | -272 | -3.0% | -$3.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $107.58万 | 0.25% | 2,884 | 1,042 | 56.6% | $38.87万 | 加仓 |
| WMT | WALMART INC | $108.36万 | 0.25% | 9,567 | 1,801 | 23.2% | $20.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $122.51万 | 0.28% | 3,743 | 246 | 7.0% | $8.05万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $122.98万 | 0.28% | 5,197 | -135 | -2.5% | -$3.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $124.85万 | 0.29% | 6,240 | 1,993 | 46.9% | $39.88万 | 加仓 |
| WRB | BERKLEY W R CORP | $129.79万 | 0.30% | 18,403 | 1 | 0.0% | $71 | 加仓 |
| GOOGL | ALPHABET INC | $136.27万 | 0.32% | 3,813 | 667 | 21.2% | $23.84万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $142.30万 | 0.33% | 38,689 | 1,681 | 4.5% | $6.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $143.82万 | 0.33% | 2,874 | 850 | 42.0% | $42.54万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $148.29万 | 0.34% | 40,252 | 377 | 0.9% | $1.39万 | 加仓 |
| MGC | VANGUARD WORLD FD | $152.09万 | 0.35% | 5,558 | -146,400 | -96.3% | -$4,006.18万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $156.71万 | 0.36% | 35,231 | -1,395 | -3.8% | -$6.20万 | 减仓 |
| MGK | VANGUARD WORLD FD | $165.99万 | 0.38% | 18,882 | -43 | -0.2% | -$3,780 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $181.50万 | 0.42% | 35,846 | -1,025 | -2.8% | -$5.19万 | 减仓 |
| IVV | ISHARES TR | $191.24万 | 0.44% | 2,554 | 49 | 2.0% | $3.67万 | 加仓 |
| AAPL | APPLE INC | $196.99万 | 0.46% | 6,808 | 983 | 16.9% | $28.44万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $200.60万 | 0.46% | 36,099 | 596 | 1.7% | $3.31万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $234.05万 | 0.54% | 90,645 | -278 | -0.3% | -$7,178 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $254.96万 | 0.59% | 50,416 | 34,321 | 213.2% | $173.56万 | 加仓 |
| SEPI | SCM TRUST | $256.40万 | 0.59% | 92,064 | 2,716 | 3.0% | $7.56万 | 加仓 |