ZynergyRetirementPlanningLLC
RED BANK NJ · SEC CIK 0002031137
$1.65亿2026Q1 申报市值
26持仓数
95.1%前十大占比 · 第一大 23.5%
0 / 1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
SCHZ 加仓+$173.51万
IVV 加仓+$156.84万
SCHH 加仓+$117.62万
NVDA 加仓+$101.24万
SCHP 加仓+$73.84万
2026Q1 卖出最多 按季末市值估算
SCHO 减仓-$110.25万
SCHA 减仓-$31.17万
SCHF 减仓-$27.22万
SCHE 减仓-$16.63万
SCHC 减仓-$13.10万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$55.95万 | 清仓 |
| ITA | ISHARES TR | $20.56万 | 0.12% | 940 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $24.73万 | 0.15% | 4,503 | 46 | 1.0% | $2,526 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.95万 | 0.15% | 1,685 | -87 | -4.9% | -$1.29万 | 减仓 |
| VPU | VANGUARD WORLD FD | $28.77万 | 0.17% | 1,452 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $34.59万 | 0.21% | 13,781 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $35.46万 | 0.21% | 1,354 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $38.25万 | 0.23% | 889 | -28 | -3.1% | -$1.20万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $42.27万 | 0.26% | 13,779 | -1,520 | -9.9% | -$4.66万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $44.42万 | 0.27% | 15,250 | -1,477 | -8.8% | -$4.30万 | 减仓 |
| HD | HOME DEPOT INC | $49.30万 | 0.30% | 1,499 | -56 | -3.6% | -$1.84万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $51.47万 | 0.31% | 6,854 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $51.86万 | 0.31% | 2,643 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $59.43万 | 0.36% | 4,919 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $83.00万 | 0.50% | 1,438 | -5 | -0.3% | -$2,886 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $88.68万 | 0.54% | 18,974 | -2,802 | -12.9% | -$13.10万 | 减仓 |
| AAPL | APPLE INC | $125.78万 | 0.76% | 4,956 | -390 | -7.3% | -$9.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $126.51万 | 0.77% | 7,254 | 5,805 | 400.6% | $101.24万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $300.93万 | 1.82% | 98,664 | -3,142 | -3.1% | -$9.58万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $374.24万 | 2.26% | 113,577 | -5,046 | -4.3% | -$16.63万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,064.33万 | 6.44% | 438,538 | -45,426 | -9.4% | -$110.25万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,202.35万 | 7.27% | 451,841 | 27,748 | 6.5% | $73.84万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,662.19万 | 10.05% | 571,593 | -10,718 | -1.8% | -$31.17万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,732.79万 | 10.48% | 806,322 | 54,732 | 7.3% | $117.62万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,300.76万 | 13.91% | 929,601 | -10,998 | -1.2% | -$27.22万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,079.60万 | 18.62% | 1,326,270 | 74,723 | 6.0% | $173.51万 | 加仓 |
| IVV | ISHARES TR | $3,887.78万 | 23.51% | 59,518 | 2,401 | 4.2% | $156.84万 | 加仓 |