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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $31.11万 | 0.02% | 3,318 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $30.72万 | 0.01% | 3,163 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $30.65万 | 0.01% | 1,515 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $30.60万 | 0.01% | 6,214 | 49 | 0.8% | $2,413 | 加仓 |
| MCD | MCDONALDS CORP | $29.13万 | 0.01% | 959 | 25 | 2.7% | $7,593 | 加仓 |
| KR | KROGER CO | $28.62万 | 0.01% | 3,952 | 1 | 0.0% | $72 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.59万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.13万 | 0.01% | 7,488 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $27.93万 | 0.01% | 853 | -61 | -6.7% | -$2.00万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $27.92万 | 0.01% | 8,347 | 8,347 | — | $27.92万 | 新建仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $27.86万 | 0.01% | 9,484 | 9,484 | — | $27.86万 | 新建仓 |
| BAC | BANK AMERICA CORP | $27.83万 | 0.01% | 5,725 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.11万 | 0.01% | 738 | 738 | — | $27.11万 | 新建仓 |
| RTX | RTX CORPORATION | $26.54万 | 0.01% | 1,351 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $26.30万 | 0.01% | 1,636 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.17万 | 0.01% | 873 | -21 | -2.3% | -$6,296 | 减仓 |
| TXN | TEXAS INSTRS INC | $26.13万 | 0.01% | 1,360 | 25 | 1.9% | $4,803 | 加仓 |
| MPLX | MPLX LP | $25.99万 | 0.01% | 4,687 | 4,687 | — | $25.99万 | 新建仓 |
| PFE | PFIZER INC | $25.62万 | 0.01% | 8,991 | 29 | 0.3% | $827 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $24.45万 | 0.01% | 270 | -1 | -0.4% | -$905 | 减仓 |
| ABT | ABBOTT LABORATORIES | $23.63万 | 0.01% | 2,307 | -10 | -0.4% | -$1,024 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.40万 | 0.01% | 851 | 851 | — | $23.40万 | 新建仓 |
| CTVA | CORTEVA INC | $23.10万 | 0.01% | 2,746 | 2,746 | — | $23.10万 | 新建仓 |
| HD | HOME DEPOT INC | $23.09万 | 0.01% | 720 | 16 | 2.3% | $5,131 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $22.19万 | 0.01% | 4,523 | -8 | -0.2% | -$393 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.18万 | 0.01% | 449 | 449 | — | $22.18万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $21.43万 | 0.01% | 1,001 | 1,001 | — | $21.43万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $20.93万 | 0.01% | 2,500 | 2,500 | — | $20.93万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $20.47万 | 0.01% | 1,543 | 1,543 | — | $20.47万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.33万 | 0.01% | 1,631 | -129 | -7.3% | -$1.61万 | 减仓 |
| VIS | VANGUARD WORLD FD | $20.31万 | 0.01% | 646 | 646 | — | $20.31万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $13.48万 | 0.01% | 1,377 | 1,377 | — | $13.48万 | 新建仓 |
| 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 |