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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $28.90万 | 0.07% | 1,744 | 332 | 23.5% | $5.50万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $28.86万 | 0.07% | 2,685 | -386 | -12.6% | -$4.15万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.59万 | 0.06% | 7,637 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $27.09万 | 0.06% | 3,014 | 3,014 | — | $27.09万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $27.01万 | 0.06% | 526 | 526 | — | $27.01万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.13万 | 0.06% | 2,122 | 2,122 | — | $26.13万 | 新建仓 |
| ITA | ISHARES TR | $25.55万 | 0.06% | 1,054 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $25.14万 | 0.06% | 1,857 | 446 | 31.6% | $6.04万 | 加仓 |
| CB | CHUBB LIMITED | $24.57万 | 0.06% | 721 | 721 | — | $24.57万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.11万 | 0.06% | 857 | 13 | 1.5% | $3,657 | 加仓 |
| SPGI | S&P GLOBAL INC | $23.67万 | 0.05% | 581 | 581 | — | $23.67万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $23.59万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $22.99万 | 0.05% | 1,405 | 1,405 | — | $22.99万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $22.02万 | 0.05% | 4,808 | -1,267 | -20.9% | -$5.80万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $21.33万 | 0.05% | 3,979 | 3,979 | — | $21.33万 | 新建仓 |
| QNC | QUANTUM EMOTION CORP | $14.99万 | 0.03% | 48,058 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.00万 | 0.00% | 10,440 | -1,500 | -12.6% | -$2,880 | 减仓 |
| 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 |