PLANWISER FINANCIAL, LLC
COLORADO SPRINGS CO · SEC CIK 0002043741
$1.38亿2026Q1 申报市值
47持仓数
58.7%前十大占比 · 第一大 11.0%
3 / 2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
TMFC 加仓+$477.59万
SPTI 加仓+$418.90万
IGIB 加仓+$416.75万
ISTB 新建仓+$333.38万
XLE 新建仓+$256.54万
2026Q1 卖出最多 按季末市值估算
AVLV 减仓-$488.53万
XLF 清仓-$347.07万
VTV 减仓-$256.26万
ILTB 减仓-$237.50万
EWG 清仓-$181.63万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $1,513.71万 | 10.96% | 127,513 | 2,348 | 1.9% | $27.87万 | 加仓 |
| IVV | ISHARES TR | $1,367.28万 | 9.90% | 19,444 | -1,921 | -9.0% | -$135.08万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $770.29万 | 5.58% | 15,861 | 3,665 | 30.1% | $177.99万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $766.96万 | 5.55% | 156,907 | -15,987 | -9.2% | -$78.14万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $731.98万 | 5.30% | 255,313 | 146,112 | 133.8% | $418.90万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $683.67万 | 4.95% | 165,418 | -926 | -0.6% | -$3.83万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $658.22万 | 4.77% | 139,690 | 38,731 | 38.4% | $182.50万 | 加仓 |
| TMFC | RBB FD INC | $632.75万 | 4.58% | 87,638 | 66,148 | 307.8% | $477.59万 | 加仓 |
| IGIB | ISHARES TR | $536.68万 | 3.89% | 100,146 | 77,766 | 347.5% | $416.75万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $441.90万 | 3.20% | 65,700 | 27,711 | 72.9% | $186.38万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $402.68万 | 2.92% | 19,931 | -12,684 | -38.9% | -$256.26万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $371.45万 | 2.69% | 88,927 | -20,191 | -18.5% | -$84.34万 | 减仓 |
| ISTB | ISHARES TR | $333.38万 | 2.41% | 68,709 | 68,709 | — | $333.38万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $317.26万 | 2.30% | 101,620 | -35,001 | -25.6% | -$109.27万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $306.03万 | 2.22% | 92,737 | -1,558 | -1.7% | -$5.14万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $304.46万 | 2.20% | 60,578 | 326 | 0.5% | $1.64万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $303.77万 | 2.20% | 20,211 | -4,160 | -17.1% | -$62.52万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $296.40万 | 2.15% | 25,256 | -5,268 | -17.3% | -$61.83万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $295.44万 | 2.14% | 17,259 | -5,584 | -24.4% | -$95.59万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $257.59万 | 1.86% | 51,058 | -4,559 | -8.2% | -$23.00万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $256.54万 | 1.86% | 46,007 | 46,007 | — | $256.54万 | 新建仓 |
| BUFF | INNOVATOR ETFS TRUST | $194.96万 | 1.41% | 38,085 | 7,147 | 23.1% | $36.59万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $181.65万 | 1.32% | 21,543 | -57,938 | -72.9% | -$488.53万 | 减仓 |
| VB | VANGUARD INDEX FDS | $178.51万 | 1.29% | 6,415 | -367 | -5.4% | -$10.21万 | 减仓 |
| EWJ | ISHARES INC | $157.32万 | 1.14% | 17,663 | 2,180 | 14.1% | $19.42万 | 重新持有 |
| EWI | ISHARES INC | $157.07万 | 1.14% | 26,993 | -6,170 | -18.6% | -$35.90万 | 减仓 |
| EWC | ISHARES INC | $150.34万 | 1.09% | 25,902 | -7,450 | -22.3% | -$43.24万 | 减仓 |
| EWU | ISHARES TR | $145.68万 | 1.05% | 30,478 | -9,749 | -24.2% | -$46.60万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $132.51万 | 0.96% | 50,268 | 16,149 | 47.3% | $42.57万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $107.19万 | 0.78% | 22,281 | 22,281 | — | $107.19万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $99.89万 | 0.72% | 21,902 | 405 | 1.9% | $1.85万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $84.33万 | 0.61% | 33,624 | 959 | 2.9% | $2.41万 | 加仓 |
| IWB | ISHARES TR | $81.00万 | 0.59% | 2,113 | -40 | -1.9% | -$1.53万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $76.18万 | 0.55% | 8,673 | -36 | -0.4% | -$3,162 | 减仓 |
| AGG | ISHARES TR | $72.88万 | 0.53% | 7,316 | -14,392 | -66.3% | -$143.37万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $66.08万 | 0.48% | 11,701 | 467 | 4.2% | $2.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $65.02万 | 0.47% | 8,640 | -40 | -0.5% | -$3,010 | 减仓 |
| IWF | ISHARES TR | $40.84万 | 0.30% | 871 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $39.73万 | 0.29% | 13,744 | -2,873 | -17.3% | -$8.31万 | 减仓 |
| IEFA | ISHARES TR | $37.28万 | 0.27% | 3,866 | -7 | -0.2% | -$675 | 减仓 |
| SPHY | SPDR SERIES TRUST | $31.78万 | 0.23% | 13,489 | 1,808 | 15.5% | $4.26万 | 加仓 |
| ILTB | ISHARES TR | $30.23万 | 0.22% | 6,110 | -48,008 | -88.7% | -$237.50万 | 减仓 |
| IWR | ISHARES TR | $29.10万 | 0.21% | 2,846 | -122 | -4.1% | -$1.25万 | 减仓 |
| IWD | ISHARES TR | $27.26万 | 0.20% | 1,217 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.15万 | 0.20% | 426 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.31万 | 0.19% | 7,367 | -1,468 | -16.6% | -$5.24万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $24.69万 | 0.18% | 384 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -64,921 | -100.0% | -$347.07万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWG | ISHARES INC | $0 | 0.00% | 0 | -42,417 | -100.0% | -$181.63万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |