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 |
|---|---|---|---|---|---|---|---|---|
| FHEQ | FIDELITY GREENWOOD STREET TR | $31.23万 | 0.01% | 9,484 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.70万 | 0.01% | 2,534 | -2,899 | -53.4% | -$32.83万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.53万 | 0.01% | 7,488 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $26.60万 | 0.01% | 272 | 2 | 0.7% | $1,956 | 加仓 |
| MPLX | MPLX LP | $26.40万 | 0.01% | 4,687 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $26.17万 | 0.01% | 4,532 | 9 | 0.2% | $520 | 加仓 |
| MRK | MERCK & CO INC | $25.68万 | 0.01% | 1,998 | -1,305 | -39.5% | -$16.77万 | 减仓 |
| MCD | MCDONALDS CORP | $25.40万 | 0.01% | 940 | -19 | -2.0% | -$5,135 | 减仓 |
| TJX | TJX COS INC NEW | $25.39万 | 0.01% | 1,676 | 40 | 2.4% | $6,060 | 加仓 |
| RTX | RTX CORPORATION | $24.27万 | 0.01% | 1,279 | -72 | -5.3% | -$1.37万 | 减仓 |
| ETN | EATON CORP PLC | $24.25万 | 0.01% | 569 | 569 | — | $24.25万 | 新建仓 |
| V | VISA INC | $24.02万 | 0.01% | 700 | 700 | — | $24.02万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $23.86万 | 0.01% | 468 | 10 | 2.2% | $5,098 | 加仓 |
| HD | HOME DEPOT INC | $23.81万 | 0.01% | 675 | -45 | -6.2% | -$1.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $23.78万 | 0.01% | 463 | 14 | 3.1% | $7,190 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.55万 | 0.01% | 2,923 | 2,923 | — | $23.55万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $23.28万 | 0.01% | 646 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $22.42万 | 0.01% | 1,543 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $21.75万 | 0.01% | 302 | 302 | — | $21.75万 | 新建仓 |
| XYZ | BLOCK INC | $21.64万 | 0.01% | 2,450 | 2,450 | — | $21.64万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $21.37万 | 0.01% | 2,176 | 2,176 | — | $21.37万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $21.27万 | 0.01% | 2,488 | 2,488 | — | $21.27万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $20.82万 | 0.01% | 6,938 | -2,424 | -25.9% | -$7.27万 | 重新持有 |
| SPYG | SPDR SERIES TRUST | $17.40万 | 0.01% | 1,462 | 85 | 6.2% | $1.01万 | 加仓 |
| 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 |