White & Co Financial Planning Inc
SUNNYSIDE WA · SEC CIK 0002039300
$1.61亿2026Q2 申报市值
20持仓数
84.8%前十大占比 · 第一大 15.8%
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
FLXR 加仓+$162.20万
SPLB 加仓+$113.35万
SCHI 加仓+$112.25万
SCHJ 加仓+$51.23万
JPIB 加仓+$32.90万
2026Q2 卖出最多 按季末市值估算
SCHA 减仓-$76.79万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $2,555.07万 | 15.83% | 707,188 | -21,255 | -2.9% | -$76.79万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,400.56万 | 14.87% | 815,684 | 7,293 | 0.9% | $21.46万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,621.15万 | 10.04% | 439,692 | 2,860 | 0.7% | $10.54万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,421.19万 | 8.80% | 513,065 | 2,397 | 0.5% | $6.64万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,277.39万 | 7.91% | 265,459 | 2,967 | 1.1% | $14.28万 | 加仓 |
| FLXR | TCW ETF TRUST | $1,179.91万 | 7.31% | 300,921 | 41,367 | 15.9% | $162.20万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $967.59万 | 5.99% | 427,382 | 49,579 | 13.1% | $112.25万 | 加仓 |
| SPLB | SPDR SER TR | $945.22万 | 5.86% | 421,974 | 50,604 | 13.6% | $113.35万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $666.15万 | 4.13% | 281,314 | 2,084 | 0.7% | $4.93万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $652.01万 | 4.04% | 131,163 | 2,722 | 2.1% | $13.53万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $483.91万 | 3.00% | 133,457 | 842 | 0.6% | $3.05万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $397.91万 | 2.47% | 59,116 | 213 | 0.4% | $1.43万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $376.65万 | 2.33% | 77,901 | 6,804 | 9.6% | $32.90万 | 加仓 |
| PYLD | PIMCO ETF TR | $370.13万 | 2.29% | 139,566 | 10,506 | 8.1% | $27.86万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $348.43万 | 2.16% | 141,293 | 20,775 | 17.2% | $51.23万 | 加仓 |
| MLN | VANECK ETF TRUST | $202.73万 | 1.26% | 114,023 | 6,269 | 5.8% | $11.15万 | 加仓 |
| MUB | ISHARES TR | $201.25万 | 1.25% | 18,700 | 907 | 5.1% | $9.76万 | 加仓 |
| IVV | ISHARES TR | $27.71万 | 0.17% | 370 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $25.62万 | 0.16% | 2,406 | 22 | 0.9% | $2,342 | 加仓 |
| WTPI | WISDOMTREE TR | $21.77万 | 0.13% | 6,638 | 347 | 5.5% | $1.14万 | 加仓 |