PLANWISER FINANCIAL, LLC
COLORADO SPRINGS CO · SEC CIK 0002043741
$1.44亿2026Q2 申报市值
50持仓数
50.9%前十大占比 · 第一大 11.2%
2 / 1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
SPHY 加仓+$338.30万
DIMENSIONAL ETF 加仓+$321.22万
AVEM 加仓+$298.21万
ICVT 重新持有+$178.47万
VB 加仓+$126.83万
2026Q2 卖出最多 按季末市值估算
VWOB 清仓-$441.90万
SPTI 减仓-$417.36万
TMFC 减仓-$357.71万
DFAI 减仓-$299.50万
VUG 减仓-$150.36万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $1,614.83万 | 11.22% | 126,080 | -1,433 | -1.1% | -$18.35万 | 减仓 |
| IVV | ISHARES TR | $1,424.59万 | 9.90% | 19,023 | -421 | -2.2% | -$31.53万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $685.70万 | 4.77% | 146,485 | 6,795 | 4.9% | $31.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $669.40万 | 4.65% | 77,711 | -17,455 | -18.3% | -$150.36万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $666.68万 | 4.63% | 132,304 | -24,603 | -15.7% | -$123.97万 | 减仓 |
| IGIB | ISHARES TR | $565.21万 | 3.93% | 106,302 | 6,156 | 6.1% | $32.73万 | 加仓 |
| ICVT | ISHARES TR | $499.19万 | 3.47% | 41,005 | 14,660 | 55.6% | $178.47万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $421.63万 | 2.93% | 19,347 | -584 | -2.9% | -$12.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $392.37万 | 2.73% | 47,652 | 39,012 | 451.5% | $321.22万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $382.85万 | 2.66% | 92,813 | -72,605 | -43.9% | -$299.50万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $381.90万 | 2.65% | 39,579 | 30,906 | 356.3% | $298.21万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $379.18万 | 2.64% | 73,229 | 22,171 | 43.4% | $114.80万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $373.77万 | 2.60% | 90,260 | 1,333 | 1.5% | $5.52万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $369.92万 | 2.57% | 157,816 | 144,327 | 1,070.0% | $338.30万 | 加仓 |
| ISTB | ISHARES TR | $363.81万 | 2.53% | 75,402 | 6,693 | 9.7% | $32.29万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $335.94万 | 2.33% | 91,116 | -1,621 | -1.7% | -$5.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $325.71万 | 2.26% | 17,096 | -3,115 | -15.4% | -$59.35万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $323.19万 | 2.25% | 17,448 | 189 | 1.1% | $3.50万 | 加仓 |
| VB | VANGUARD INDEX FDS | $321.28万 | 2.23% | 10,599 | 4,184 | 65.2% | $126.83万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $313.83万 | 2.18% | 62,046 | 1,468 | 2.4% | $7.43万 | 加仓 |
| TMFC | RBB FD INC | $309.74万 | 2.15% | 40,670 | -46,968 | -53.6% | -$357.71万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $307.47万 | 2.14% | 108,302 | -147,011 | -57.6% | -$417.36万 | 减仓 |
| HGER | HARBOR ETF TRUST | $305.72万 | 2.12% | 104,199 | 2,579 | 2.5% | $7.57万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $278.55万 | 1.94% | 26,001 | 745 | 2.9% | $7.98万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $274.39万 | 1.91% | 51,665 | 5,658 | 12.3% | $30.05万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $202.19万 | 1.41% | 38,381 | 296 | 0.8% | $1.56万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $194.90万 | 1.35% | 21,368 | -175 | -0.8% | -$1.60万 | 减仓 |
| EWJ | ISHARES INC | $165.97万 | 1.15% | 17,795 | 132 | 0.7% | $1.23万 | 加仓 |
| EWI | ISHARES INC | $161.42万 | 1.12% | 27,248 | 255 | 0.9% | $1.51万 | 加仓 |
| EWC | ISHARES INC | $152.35万 | 1.06% | 26,432 | 530 | 2.0% | $3.05万 | 加仓 |
| EWU | ISHARES TR | $145.85万 | 1.01% | 31,610 | 1,132 | 3.7% | $5.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $141.55万 | 0.98% | 52,368 | 2,100 | 4.2% | $5.68万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $113.53万 | 0.79% | 23,155 | 23,155 | — | $113.53万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $113.17万 | 0.79% | 23,700 | 1,419 | 6.4% | $6.78万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $104.10万 | 0.72% | 23,138 | 1,236 | 5.6% | $5.56万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $86.71万 | 0.60% | 34,083 | 459 | 1.4% | $1.17万 | 加仓 |
| IWB | ISHARES TR | $80.43万 | 0.56% | 1,964 | -149 | -7.1% | -$6.10万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $67.18万 | 0.47% | 11,605 | -96 | -0.8% | -$5,557 | 减仓 |
| AGG | ISHARES TR | $56.63万 | 0.39% | 5,721 | -1,595 | -21.8% | -$15.79万 | 减仓 |
| IWF | ISHARES TR | $41.37万 | 0.29% | 3,332 | -152 | -4.4% | -$1.89万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $40.73万 | 0.28% | 13,703 | -41 | -0.3% | -$1,219 | 减仓 |
| IWR | ISHARES TR | $31.40万 | 0.22% | 2,846 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $29.50万 | 0.21% | 1,217 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $27.03万 | 0.19% | 7,347 | -20 | -0.3% | -$736 | 减仓 |
| IEFA | ISHARES TR | $26.87万 | 0.19% | 2,782 | -1,084 | -28.0% | -$10.47万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $26.35万 | 0.18% | 384 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $24.95万 | 0.17% | 208 | 12 | 6.1% | $1.44万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $24.37万 | 0.17% | 331 | -95 | -22.3% | -$7.00万 | 减仓 |
| ILTB | ISHARES TR | $23.83万 | 0.17% | 4,839 | -1,271 | -20.8% | -$6.26万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.84万 | 0.14% | 216 | 216 | — | $20.84万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -65,700 | -100.0% | -$441.90万 | 清仓 |