ZynergyRetirementPlanningLLC
RED BANK NJ · SEC CIK 0002031137
$1.84亿2026Q2 申报市值
26持仓数
95.2%前十大占比 · 第一大 24.2%
0 / 0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
SCHZ 加仓+$183.67万
SCHP 加仓+$58.64万
NVDA 加仓+$47.90万
SCHH 加仓+$34.09万
SCHO 加仓+$25.51万
2026Q2 卖出最多 按季末市值估算
SCHA 减仓-$20.90万
SCHF 减仓-$7.22万
SCHV 减仓-$3.74万
AAPL 减仓-$2.37万
GLD 减仓-$3,315
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,458.82万 | 24.18% | 59,539 | 21 | 0.0% | $1.57万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,251.34万 | 17.63% | 1,405,679 | 79,409 | 6.0% | $183.67万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,567.78万 | 13.92% | 926,996 | -2,605 | -0.3% | -$7.22万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,044.27万 | 11.08% | 565,809 | -5,784 | -1.0% | -$20.90万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,943.46万 | 10.54% | 820,717 | 14,395 | 1.8% | $34.09万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,256.02万 | 6.81% | 473,970 | 22,129 | 4.9% | $58.64万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,084.14万 | 5.88% | 449,104 | 10,566 | 2.4% | $25.51万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $416.13万 | 2.26% | 114,762 | 1,185 | 1.0% | $4.30万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $339.71万 | 1.84% | 97,589 | -1,075 | -1.1% | -$3.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $193.05万 | 1.05% | 9,648 | 2,394 | 33.0% | $47.90万 | 加仓 |
| AAPL | APPLE INC | $141.03万 | 0.76% | 4,874 | -82 | -1.7% | -$2.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $105.89万 | 0.57% | 1,438 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $96.37万 | 0.52% | 20,028 | 1,054 | 5.6% | $5.07万 | 加仓 |
| VFH | VANGUARD WORLD FD | $64.73万 | 0.35% | 4,919 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $57.60万 | 0.31% | 2,643 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.40万 | 0.31% | 6,854 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $52.87万 | 0.29% | 1,499 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $52.26万 | 0.28% | 15,444 | 194 | 1.3% | $6,565 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $43.69万 | 0.24% | 13,779 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $41.04万 | 0.22% | 1,354 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $39.91万 | 0.22% | 13,781 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $32.42万 | 0.18% | 880 | -9 | -1.0% | -$3,315 | 减仓 |
| VPU | VANGUARD WORLD FD | $28.42万 | 0.15% | 1,452 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $26.63万 | 0.14% | 1,685 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $25.45万 | 0.14% | 4,542 | 39 | 0.9% | $2,186 | 加仓 |
| ITA | ISHARES TR | $22.79万 | 0.12% | 940 | 0 | 0.0% | — | 不变 |