Elser Financial Planning, Inc
INDIANAPOLIS IN · SEC CIK 0002028202
$20.65亿2026Q1 申报市值
132持仓数
86.3%前十大占比 · 第一大 57.1%
61 / 8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
MBIN 新建仓+$11.79亿
DFCF 加仓+$1.76亿
DFAU 新建仓+$8,935.63万
DFIC 新建仓+$7,722.40万
DFUS 加仓+$6,300.62万
2026Q1 卖出最多 按季末市值估算
AMZN 清仓-$187.93万
APH 清仓-$66.35万
WRB 清仓-$55.95万
ALL 清仓-$50.65万
LLY 减仓-$37.52万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -8,142 | -100.0% | -$187.93万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -4,910 | -100.0% | -$66.35万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -4,792 | -100.0% | -$55.95万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -2,433 | -100.0% | -$50.65万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -4,217 | -100.0% | -$33.05万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -446 | -100.0% | -$29.57万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,646 | -100.0% | -$29.25万 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -4,653 | -100.0% | -$23.01万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $13.48万 | 0.01% | 1,377 | 1,377 | — | $13.48万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $20.31万 | 0.01% | 646 | 646 | — | $20.31万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.33万 | 0.01% | 1,631 | -129 | -7.3% | -$1.61万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $20.47万 | 0.01% | 1,543 | 1,543 | — | $20.47万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $20.93万 | 0.01% | 2,500 | 2,500 | — | $20.93万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $21.43万 | 0.01% | 1,001 | 1,001 | — | $21.43万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.18万 | 0.01% | 449 | 449 | — | $22.18万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $22.19万 | 0.01% | 4,523 | -8 | -0.2% | -$393 | 减仓 |
| HD | HOME DEPOT INC | $23.09万 | 0.01% | 720 | 16 | 2.3% | $5,131 | 加仓 |
| CTVA | CORTEVA INC | $23.10万 | 0.01% | 2,746 | 2,746 | — | $23.10万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.40万 | 0.01% | 851 | 851 | — | $23.40万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $23.63万 | 0.01% | 2,307 | -10 | -0.4% | -$1,024 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $24.45万 | 0.01% | 270 | -1 | -0.4% | -$905 | 减仓 |
| PFE | PFIZER INC | $25.62万 | 0.01% | 8,991 | 29 | 0.3% | $827 | 加仓 |
| MPLX | MPLX LP | $25.99万 | 0.01% | 4,687 | 4,687 | — | $25.99万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $26.13万 | 0.01% | 1,360 | 25 | 1.9% | $4,803 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.17万 | 0.01% | 873 | -21 | -2.3% | -$6,296 | 减仓 |
| TJX | TJX COS INC NEW | $26.30万 | 0.01% | 1,636 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $26.54万 | 0.01% | 1,351 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.11万 | 0.01% | 738 | 738 | — | $27.11万 | 新建仓 |
| BAC | BANK AMERICA CORP | $27.83万 | 0.01% | 5,725 | 0 | 0.0% | — | 不变 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $27.86万 | 0.01% | 9,484 | 9,484 | — | $27.86万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $27.92万 | 0.01% | 8,347 | 8,347 | — | $27.92万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $27.93万 | 0.01% | 853 | -61 | -6.7% | -$2.00万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.13万 | 0.01% | 7,488 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $28.59万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $28.62万 | 0.01% | 3,952 | 1 | 0.0% | $72 | 加仓 |
| MCD | MCDONALDS CORP | $29.13万 | 0.01% | 959 | 25 | 2.7% | $7,593 | 加仓 |
| INTC | INTEL CORP | $30.60万 | 0.01% | 6,214 | 49 | 0.8% | $2,413 | 加仓 |
| R | RYDER SYS INC | $30.65万 | 0.01% | 1,515 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $30.72万 | 0.01% | 3,163 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $31.11万 | 0.02% | 3,318 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.16万 | 0.02% | 4,159 | -168 | -3.9% | -$1.26万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $32.68万 | 0.02% | 15,101 | -1,008 | -6.3% | -$2.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.89万 | 0.02% | 6,151 | -871 | -12.4% | -$4.66万 | 减仓 |
| GEV | GE VERNOVA INC | $33.62万 | 0.02% | 375 | 375 | — | $33.62万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $34.03万 | 0.02% | 4,622 | 4,622 | — | $34.03万 | 新建仓 |
| DUSB | DIMENSIONAL ETF TRUST | $35.25万 | 0.02% | 6,949 | 6,949 | — | $35.25万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.38万 | 0.02% | 1,056 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $35.64万 | 0.02% | 1,001 | 4 | 0.4% | $1,424 | 加仓 |
| NEE | NEXTERA ENERGY INC | $37.74万 | 0.02% | 4,025 | 4,025 | — | $37.74万 | 新建仓 |
| CSCO | CISCO SYS INC | $38.74万 | 0.02% | 4,965 | 4,965 | — | $38.74万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $39.09万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $39.34万 | 0.02% | 4,631 | 4 | 0.1% | $340 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $39.87万 | 0.02% | 3,945 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $39.88万 | 0.02% | 13,154 | 13,154 | — | $39.88万 | 新建仓 |
| MRK | MERCK & CO INC | $39.89万 | 0.02% | 3,303 | 3,303 | — | $39.89万 | 新建仓 |
| SYK | STRYKER CORPORATION | $40.75万 | 0.02% | 1,242 | -7 | -0.6% | -$2,297 | 减仓 |
| LOW | LOWES COS INC | $41.32万 | 0.02% | 1,793 | -6 | -0.3% | -$1,383 | 减仓 |
| GLD | SPDR GOLD TR | $44.67万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $44.93万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $44.94万 | 0.02% | 4,532 | -71 | -1.5% | -$7,040 | 减仓 |
| EMXC | ISHARES INC | $45.69万 | 0.02% | 5,880 | 5,880 | — | $45.69万 | 新建仓 |
| T | AT&T INC | $46.41万 | 0.02% | 16,454 | 16,454 | — | $46.41万 | 新建仓 |
| CSX | CSX CORP | $46.51万 | 0.02% | 11,438 | -46 | -0.4% | -$1,871 | 减仓 |
| VTI | VANGUARD INDEX FDS | $47.77万 | 0.02% | 1,489 | 29 | 2.0% | $9,303 | 加仓 |
| VGT | VANGUARD WORLD FD | $48.21万 | 0.02% | 689 | 689 | — | $48.21万 | 新建仓 |
| ALLE | ALLEGION PLC | $50.16万 | 0.02% | 2,435 | 2,435 | — | $50.16万 | 新建仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $50.52万 | 0.02% | 8,000 | 8,000 | — | $50.52万 | 新建仓 |
| PEP | PEPSICO INC | $52.32万 | 0.03% | 3,370 | -100 | -2.9% | -$1.55万 | 减仓 |
| — | EXXON MOBIL CORP | $54.21万 | 0.03% | 3,337 | 3,337 | — | $54.21万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $54.87万 | 0.03% | 1,290 | 1,290 | — | $54.87万 | 新建仓 |
| ABBV | ABBVIE INC | $55.51万 | 0.03% | 2,629 | 2,629 | — | $55.51万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $58.12万 | 0.03% | 17,821 | -1,553 | -8.0% | -$5.06万 | 减仓 |
| META | META PLATFORMS INC | $60.28万 | 0.03% | 1,062 | 1,062 | — | $60.28万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $61.70万 | 0.03% | 4,910 | 4,910 | — | $61.70万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $63.92万 | 0.03% | 4,715 | 4,715 | — | $63.92万 | 新建仓 |
| ORCL | ORACLE CORP | $64.46万 | 0.03% | 4,511 | 4,511 | — | $64.46万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $67.39万 | 0.03% | 2,357 | -2 | -0.1% | -$572 | 减仓 |
| WMT | WALMART INC | $67.94万 | 0.03% | 5,433 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $67.94万 | 0.03% | 3,465 | 344 | 11.0% | $6.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $68.76万 | 0.03% | 4,802 | 15 | 0.3% | $2,148 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $68.94万 | 0.03% | 15,861 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $69.74万 | 0.03% | 11,600 | 11,600 | — | $69.74万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $70.34万 | 0.03% | 7,032 | 24 | 0.3% | $2,401 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $75.60万 | 0.04% | 14,325 | 6,536 | 83.9% | $34.49万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $78.38万 | 0.04% | 3,652 | 0 | 0.0% | — | 不变 |
| — | FORIAN INC | $83.42万 | 0.04% | 402,972 | 402,972 | — | $83.42万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $88.25万 | 0.04% | 4,371 | 2 | 0.0% | $404 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $91.18万 | 0.04% | 23,487 | 23,487 | — | $91.18万 | 新建仓 |
| CAT | CATERPILLAR INC | $91.95万 | 0.04% | 1,279 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $93.89万 | 0.05% | 32,260 | 26 | 0.1% | $757 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $95.20万 | 0.05% | 14,863 | 204 | 1.4% | $1.31万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $108.66万 | 0.05% | 6,786 | 6,786 | — | $108.66万 | 新建仓 |
| KO | COCA COLA CO | $122.55万 | 0.06% | 15,985 | -158 | -1.0% | -$1.21万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $125.16万 | 0.06% | 5,783 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $133.88万 | 0.06% | 4,552 | 4,552 | — | $133.88万 | 新建仓 |
| NVS | NOVARTIS AG | $138.00万 | 0.07% | 8,978 | 8,978 | — | $138.00万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $159.20万 | 0.08% | 31,650 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $166.46万 | 0.08% | 6,893 | 11 | 0.2% | $2,656 | 加仓 |
| AN | AUTONATION INC | $170.50万 | 0.08% | 8,161 | 8,161 | — | $170.50万 | 新建仓 |