Elser Financial Planning, Inc
INDIANAPOLIS IN · SEC CIK 0002028202
$23.06亿2026Q2 申报市值
124持仓数
86.9%前十大占比 · 第一大 58.1%
9 / 18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
DFCF 加仓+$917.17万
DFGX 加仓+$381.44万
VOO 加仓+$252.06万
DFIC 加仓+$137.05万
VTEI 加仓+$130.45万
2026Q2 卖出最多 按季末市值估算
MBIN 减仓-$872.38万
LLY 减仓-$817.66万
SPY 清仓-$451.40万
LIBERTY BROADBAN 清仓-$159.20万
DIMENSIONAL ETF 减仓-$134.40万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -6,941 | -100.0% | -$451.40万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -31,650 | -100.0% | -$159.20万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -15,985 | -100.0% | -$122.55万 | 清仓 |
| — | FORIAN INC | $0 | 0.00% | 0 | -402,972 | -100.0% | -$83.42万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -4,715 | -100.0% | -$63.92万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,290 | -100.0% | -$54.87万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -16,454 | -100.0% | -$46.41万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -375 | -100.0% | -$33.62万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -3,318 | -100.0% | -$31.11万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,952 | -100.0% | -$28.62万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,347 | -100.0% | -$27.92万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,725 | -100.0% | -$27.83万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -873 | -100.0% | -$26.17万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,991 | -100.0% | -$25.62万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,307 | -100.0% | -$23.63万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -2,746 | -100.0% | -$23.10万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,001 | -100.0% | -$21.43万 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$20.93万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $17.40万 | 0.01% | 1,462 | 85 | 6.2% | $1.01万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $20.82万 | 0.01% | 6,938 | -2,424 | -25.9% | -$7.27万 | 重新持有 |
| VXUS | VANGUARD STAR FDS | $21.27万 | 0.01% | 2,488 | 2,488 | — | $21.27万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $21.37万 | 0.01% | 2,176 | 2,176 | — | $21.37万 | 新建仓 |
| XYZ | BLOCK INC | $21.64万 | 0.01% | 2,450 | 2,450 | — | $21.64万 | 新建仓 |
| PWR | QUANTA SVCS INC | $21.75万 | 0.01% | 302 | 302 | — | $21.75万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $22.42万 | 0.01% | 1,543 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $23.28万 | 0.01% | 646 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $23.55万 | 0.01% | 2,923 | 2,923 | — | $23.55万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $23.78万 | 0.01% | 463 | 14 | 3.1% | $7,190 | 加仓 |
| HD | HOME DEPOT INC | $23.81万 | 0.01% | 675 | -45 | -6.2% | -$1.59万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $23.86万 | 0.01% | 468 | 10 | 2.2% | $5,098 | 加仓 |
| V | VISA INC | $24.02万 | 0.01% | 700 | 700 | — | $24.02万 | 新建仓 |
| ETN | EATON CORP PLC | $24.25万 | 0.01% | 569 | 569 | — | $24.25万 | 新建仓 |
| RTX | RTX CORPORATION | $24.27万 | 0.01% | 1,279 | -72 | -5.3% | -$1.37万 | 减仓 |
| TJX | TJX COS INC NEW | $25.39万 | 0.01% | 1,676 | 40 | 2.4% | $6,060 | 加仓 |
| MCD | MCDONALDS CORP | $25.40万 | 0.01% | 940 | -19 | -2.0% | -$5,135 | 减仓 |
| MRK | MERCK & CO INC | $25.68万 | 0.01% | 1,998 | -1,305 | -39.5% | -$16.77万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $26.17万 | 0.01% | 4,532 | 9 | 0.2% | $520 | 加仓 |
| MPLX | MPLX LP | $26.40万 | 0.01% | 4,687 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $26.60万 | 0.01% | 272 | 2 | 0.7% | $1,956 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.53万 | 0.01% | 7,488 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.70万 | 0.01% | 2,534 | -2,899 | -53.4% | -$32.83万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $31.23万 | 0.01% | 9,484 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.35万 | 0.01% | 557 | -505 | -47.6% | -$28.42万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $31.72万 | 0.01% | 856 | 3 | 0.4% | $1,112 | 加仓 |
| QCOM | QUALCOMM INC | $32.15万 | 0.01% | 1,740 | 109 | 6.7% | $2.01万 | 加仓 |
| EFA | ISHARES TR | $32.86万 | 0.01% | 3,163 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $32.98万 | 0.01% | 784 | 46 | 6.2% | $1.93万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $33.90万 | 0.01% | 14,316 | -785 | -5.2% | -$1.86万 | 减仓 |
| AME | AMETEK INC | $34.16万 | 0.01% | 588 | 588 | — | $34.16万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.30万 | 0.01% | 4,096 | -63 | -1.5% | -$5,276 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $35.29万 | 0.02% | 6,949 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $35.30万 | 0.02% | 4,022 | -3 | -0.1% | -$263 | 减仓 |
| ALLE | ALLEGION PLC | $36.59万 | 0.02% | 1,538 | -897 | -36.8% | -$21.34万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $37.85万 | 0.02% | 3,762 | -770 | -17.0% | -$7.75万 | 减仓 |
| GLD | SPDR GOLD TR | $38.42万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $38.91万 | 0.02% | 1,236 | -6 | -0.5% | -$1,889 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $39.12万 | 0.02% | 4,725 | 103 | 2.2% | $8,527 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.21万 | 0.02% | 2,365 | -2,006 | -45.9% | -$33.26万 | 减仓 |
| R | RYDER SYS INC | $39.99万 | 0.02% | 1,516 | 1 | 0.1% | $264 | 加仓 |
| LOW | LOWES COS INC | $40.13万 | 0.02% | 1,820 | 27 | 1.5% | $5,953 | 加仓 |
| TXN | TEXAS INSTRS INC | $40.90万 | 0.02% | 1,372 | 12 | 0.9% | $3,577 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.09万 | 0.02% | 6,885 | 734 | 11.9% | $4.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.56万 | 0.02% | 1,000 | 149 | 17.5% | $6.19万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $41.98万 | 0.02% | 4,579 | -52 | -1.1% | -$4,767 | 减仓 |
| — | EXXON MOBIL CORP | $43.53万 | 0.02% | 3,184 | -153 | -4.6% | -$2.09万 | 减仓 |
| PEP | PEPSICO INC | $45.77万 | 0.02% | 3,380 | 10 | 0.3% | $1,354 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.79万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.63万 | 0.02% | 1,081 | 25 | 2.4% | $1.19万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $53.69万 | 0.02% | 12,965 | 12,965 | — | $53.69万 | 新建仓 |
| CSX | CSX CORP | $54.47万 | 0.02% | 11,461 | 23 | 0.2% | $1,093 | 加仓 |
| IVV | ISHARES TR | $54.89万 | 0.02% | 733 | 45 | 6.5% | $3.37万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $55.33万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $56.92万 | 0.02% | 5,618 | 1,673 | 42.4% | $16.95万 | 加仓 |
| EMXC | ISHARES INC | $59.29万 | 0.03% | 5,796 | -84 | -1.4% | -$8,593 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $59.61万 | 0.03% | 15,861 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $59.80万 | 0.03% | 5,092 | 127 | 2.6% | $1.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $60.17万 | 0.03% | 1,626 | 137 | 9.2% | $5.07万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $60.90万 | 0.03% | 11,466 | -134 | -1.2% | -$7,117 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $63.05万 | 0.03% | 17,389 | -432 | -2.4% | -$1.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $65.71万 | 0.03% | 4,481 | -321 | -6.7% | -$4.71万 | 减仓 |
| VGT | VANGUARD WORLD FD | $65.88万 | 0.03% | 5,512 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $66.99万 | 0.03% | 4,571 | 60 | 1.3% | $8,793 | 加仓 |
| ABBV | ABBVIE INC | $67.84万 | 0.03% | 2,696 | 67 | 2.5% | $1.69万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $74.21万 | 0.03% | 2,359 | 2 | 0.1% | $629 | 加仓 |
| VTV | VANGUARD INDEX FDS | $76.21万 | 0.03% | 3,497 | 32 | 0.9% | $6,974 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $77.38万 | 0.03% | 14,325 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $77.87万 | 0.03% | 25,538 | 12,384 | 94.1% | $37.76万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $83.70万 | 0.04% | 4,747 | -163 | -3.3% | -$2.87万 | 减仓 |
| CAT | CATERPILLAR INC | $84.98万 | 0.04% | 798 | -481 | -37.6% | -$51.22万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $86.41万 | 0.04% | 3,652 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $87.92万 | 0.04% | 6,297 | 83 | 1.3% | $1.16万 | 加仓 |
| UNP | UNION PAC CORP | $101.20万 | 0.04% | 3,721 | -3,172 | -46.0% | -$86.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $105.42万 | 0.05% | 23,764 | 277 | 1.2% | $1.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $108.93万 | 0.05% | 15,288 | 425 | 2.9% | $3.03万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $109.22万 | 0.05% | 32,277 | 17 | 0.1% | $575 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $118.08万 | 0.05% | 1,023 | 22 | 2.2% | $2.54万 | 加仓 |
| NVS | NOVARTIS AG | $140.70万 | 0.06% | 8,978 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $147.41万 | 0.06% | 6,786 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $154.01万 | 0.07% | 4,310 | -242 | -5.3% | -$8.65万 | 减仓 |
| AN | AUTONATION INC | $160.45万 | 0.07% | 6,732 | -1,429 | -17.5% | -$34.06万 | 减仓 |