White & Co Financial Planning Inc
SUNNYSIDE WA · SEC CIK 0002039300
$1.42亿2026Q1 申报市值
20持仓数
83.8%前十大占比 · 第一大 14.9%
1 / 0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
PYLD 新建仓+$338.14万
FLXR 加仓+$110.47万
SCHI 加仓+$86.60万
SPLB 加仓+$82.14万
SCHH 加仓+$57.51万
2026Q1 卖出最多 按季末市值估算
SCHF 减仓-$30.58万
SCHA 减仓-$24.30万
SCHC 减仓-$20.33万
SCHX 减仓-$6.10万
IVV 减仓-$3.53万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $2,118.31万 | 14.89% | 728,443 | -8,355 | -1.1% | -$24.30万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,072.72万 | 14.57% | 808,391 | -2,378 | -0.3% | -$6.10万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,352.43万 | 9.51% | 436,832 | 4,476 | 1.0% | $13.86万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,263.90万 | 8.89% | 510,668 | -12,354 | -2.4% | -$30.58万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,226.89万 | 8.63% | 262,492 | -4,350 | -1.6% | -$20.33万 | 减仓 |
| FLXR | TCW ETF TRUST | $1,019.27万 | 7.17% | 259,554 | 28,132 | 12.2% | $110.47万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $856.86万 | 6.02% | 377,803 | 38,183 | 11.2% | $86.60万 | 加仓 |
| SPLB | SPDR SER TR | $825.18万 | 5.80% | 371,370 | 36,967 | 11.1% | $82.14万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $600.07万 | 4.22% | 279,230 | 26,759 | 10.6% | $57.51万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $587.87万 | 4.13% | 128,441 | 7,763 | 6.4% | $35.53万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $439.83万 | 3.09% | 58,903 | -63 | -0.1% | -$4,704 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $436.97万 | 3.07% | 132,615 | 2,363 | 1.8% | $7.79万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $339.98万 | 2.39% | 71,097 | 6,561 | 10.2% | $31.37万 | 加仓 |
| PYLD | PIMCO ETF TR | $338.14万 | 2.38% | 129,060 | 129,060 | — | $338.14万 | 新建仓 |
| SCHJ | SCHWAB STRATEGIC TR | $297.98万 | 2.10% | 120,518 | 12,794 | 11.9% | $31.63万 | 加仓 |
| MUB | ISHARES TR | $188.87万 | 1.33% | 17,793 | 1,363 | 8.3% | $14.47万 | 加仓 |
| MLN | VANECK ETF TRUST | $187.92万 | 1.32% | 107,754 | 8,413 | 8.5% | $14.67万 | 加仓 |
| SUB | ISHARES TR | $25.39万 | 0.18% | 2,384 | 107 | 4.7% | $1.14万 | 加仓 |
| IVV | ISHARES TR | $24.17万 | 0.17% | 370 | -54 | -12.7% | -$3.53万 | 减仓 |
| WTPI | WISDOMTREE TR | $20.07万 | 0.14% | 6,291 | -399 | -6.0% | -$1.27万 | 减仓 |