LifePlan Investment Advisors, Inc.
RALEIGH NC · SEC CIK 0002045484
$2.91亿2026Q2 申报市值
131持仓数
32.3%前十大占比 · 第一大 4.5%
10 / 2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
IVV 加仓+$519.96万
IUSB 加仓+$256.61万
CORO 新建仓+$156.99万
IALT 新建仓+$143.61万
GOVT 加仓+$76.10万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$199.64万
EFV 减仓-$184.00万
IAGG 减仓-$153.96万
IEMG 减仓-$138.30万
IVE 减仓-$98.30万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 | $1,303.31万 | 4.49% | 17,403 | 6,943 | 66.4% | $519.96万 | 加仓 |
| AGG | ISHARES TR | $1,178.34万 | 4.06% | 119,048 | -175 | -0.1% | -$1.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,061.08万 | 3.65% | 15,449 | 460 | 3.1% | $31.59万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,054.56万 | 3.63% | 122,424 | 4,530 | 3.8% | $39.02万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $979.22万 | 3.37% | 94,978 | -3,299 | -3.4% | -$34.01万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $967.08万 | 3.33% | 135,731 | 9,221 | 7.3% | $65.70万 | 加仓 |
| IUSB | ISHARES TR | $811.33万 | 2.79% | 175,803 | 55,604 | 46.3% | $256.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $785.28万 | 2.70% | 36,033 | 1,238 | 3.6% | $26.98万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $629.94万 | 2.17% | 25,925 | -346 | -1.3% | -$8.41万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $627.57万 | 2.16% | 173,074 | -3,283 | -1.9% | -$11.90万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $532.54万 | 1.83% | 14,562 | -314 | -2.1% | -$11.48万 | 减仓 |
| IAGG | ISHARES TR | $529.99万 | 1.82% | 104,740 | -30,427 | -22.5% | -$153.96万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $520.95万 | 1.79% | 196,586 | -8,353 | -4.1% | -$22.14万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $505.52万 | 1.74% | 182,499 | -3,704 | -2.0% | -$10.26万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $487.90万 | 1.68% | 24,692 | -207 | -0.8% | -$4.09万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $466.93万 | 1.61% | 92,314 | -12,975 | -12.3% | -$65.63万 | 减仓 |
| IVW | ISHARES TR | $463.35万 | 1.59% | 33,691 | -1,141 | -3.3% | -$15.69万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $462.22万 | 1.59% | 67,964 | 1,253 | 1.9% | $8.52万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $450.30万 | 1.55% | 14,701 | -183 | -1.2% | -$5.61万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $449.29万 | 1.55% | 129,069 | -1,095 | -0.8% | -$3.81万 | 减仓 |
| AAPL | APPLE INC | $443.68万 | 1.53% | 15,333 | 508 | 3.4% | $14.70万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $443.56万 | 1.53% | 107,765 | -792 | -0.7% | -$3.26万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $430.94万 | 1.48% | 6,747 | 9 | 0.1% | $5,748 | 加仓 |
| IEMG | ISHARES INC | $429.49万 | 1.48% | 51,846 | -16,695 | -24.4% | -$138.30万 | 减仓 |
| SNDK | SANDISK CORP | $419.05万 | 1.44% | 1,843 | -322 | -14.9% | -$73.21万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $396.49万 | 1.36% | 117,166 | -989 | -0.8% | -$3.35万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $387.09万 | 1.33% | 84,703 | 2,071 | 2.5% | $9.46万 | 加仓 |
| IAU | ISHARES GOLD TR | $385.09万 | 1.33% | 50,998 | 1,431 | 2.9% | $10.81万 | 加仓 |
| IVE | ISHARES TR | $384.03万 | 1.32% | 16,913 | -4,329 | -20.4% | -$98.30万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $353.47万 | 1.22% | 149,269 | -1,300 | -0.9% | -$3.08万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $345.69万 | 1.19% | 59,173 | -89 | -0.2% | -$5,199 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $342.62万 | 1.18% | 57,400 | 2,229 | 4.0% | $13.30万 | 加仓 |
| HYG | ISHARES TR | $342.02万 | 1.18% | 42,769 | -13 | -0.0% | -$1,040 | 减仓 |
| EMB | ISHARES TR | $339.63万 | 1.17% | 35,216 | -35 | -0.1% | -$3,375 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $321.03万 | 1.11% | 71,578 | 322 | 0.5% | $1.44万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $301.74万 | 1.04% | 21,266 | -2,467 | -10.4% | -$35.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $300.44万 | 1.03% | 15,015 | -218 | -1.4% | -$4.36万 | 减仓 |
| GOVT | ISHARES TR | $280.60万 | 0.97% | 123,180 | 33,408 | 37.2% | $76.10万 | 加仓 |
| EFG | ISHARES TR | $260.49万 | 0.90% | 20,936 | 1,279 | 6.5% | $15.91万 | 加仓 |
| MBB | ISHARES TR | $257.37万 | 0.89% | 27,229 | 5,899 | 27.7% | $55.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $230.70万 | 0.79% | 7,611 | 302 | 4.1% | $9.15万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $226.43万 | 0.78% | 42,949 | -12,131 | -22.0% | -$63.95万 | 减仓 |
| MUB | ISHARES TR | $226.30万 | 0.78% | 21,028 | 2,689 | 14.7% | $28.94万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $222.35万 | 0.77% | 45,913 | 713 | 1.6% | $3.45万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $208.62万 | 0.72% | 26,777 | 309 | 1.2% | $2.41万 | 加仓 |
| TXN | TEXAS INSTRS INC | $198.01万 | 0.68% | 6,643 | 32 | 0.5% | $9,538 | 加仓 |
| MTUM | ISHARES TR | $187.32万 | 0.64% | 5,464 | -2,070 | -27.5% | -$70.97万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $177.56万 | 0.61% | 35,252 | 3,108 | 9.7% | $15.65万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $170.00万 | 0.59% | 6,045 | 1,658 | 37.8% | $46.63万 | 加仓 |
| TLH | ISHARES TR | $169.25万 | 0.58% | 16,866 | -1,401 | -7.7% | -$14.06万 | 减仓 |
| EFV | ISHARES TR | $160.82万 | 0.55% | 21,008 | -24,036 | -53.4% | -$184.00万 | 减仓 |
| GE | GE AEROSPACE | $160.82万 | 0.55% | 4,303 | 22 | 0.5% | $8,222 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $156.99万 | 0.54% | 42,893 | 42,893 | — | $156.99万 | 新建仓 |
| AGEM | ABRDN FDS | $156.23万 | 0.54% | 31,639 | -206 | -0.6% | -$1.02万 | 减仓 |
| IDEV | ISHARES TR | $152.42万 | 0.52% | 17,124 | -1,370 | -7.4% | -$12.19万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $148.81万 | 0.51% | 46,825 | 6,089 | 14.9% | $19.35万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $143.61万 | 0.49% | 51,199 | 51,199 | — | $143.61万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $143.35万 | 0.49% | 27,567 | -1,470 | -5.1% | -$7.64万 | 减仓 |
| GGUS | GOLDMAN SACHS ETF TR | $137.29万 | 0.47% | 20,116 | 34 | 0.2% | $2,320 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $136.01万 | 0.47% | 31,549 | -17,410 | -35.6% | -$75.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $132.69万 | 0.46% | 3,557 | 220 | 6.6% | $8.21万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $125.46万 | 0.43% | 27,327 | 1,475 | 5.7% | $6.77万 | 加仓 |
| AMZN | AMAZON COM INC | $119.86万 | 0.41% | 5,029 | 497 | 11.0% | $11.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $118.84万 | 0.41% | 3,630 | 155 | 4.5% | $5.07万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $116.78万 | 0.40% | 15,542 | 740 | 5.0% | $5.56万 | 加仓 |
| GEV | GE VERNOVA INC | $113.97万 | 0.39% | 970 | 15 | 1.6% | $1.76万 | 加仓 |
| EAGG | ISHARES TR | $109.99万 | 0.38% | 23,199 | 442 | 1.9% | $2.10万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $107.80万 | 0.37% | 13,448 | -1,705 | -11.3% | -$13.67万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $105.06万 | 0.36% | 11,969 | 121 | 1.0% | $1.06万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $103.22万 | 0.36% | 22,052 | 214 | 1.0% | $1.00万 | 加仓 |
| GOOGL | ALPHABET INC | $103.10万 | 0.35% | 2,885 | 303 | 11.7% | $10.83万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $99.95万 | 0.34% | 13,032 | 143 | 1.1% | $1.10万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $95.88万 | 0.33% | 13,910 | 150 | 1.1% | $1.03万 | 加仓 |
| ESGU | ISHARES TR | $89.99万 | 0.31% | 5,498 | -286 | -4.9% | -$4.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $86.85万 | 0.30% | 3,420 | 186 | 5.8% | $4.72万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $86.68万 | 0.30% | 9,498 | -50 | -0.5% | -$4,563 | 减仓 |
| LMUB | ISHARES TR | $85.98万 | 0.30% | 16,787 | 3,028 | 22.0% | $15.51万 | 加仓 |
| QUAL | ISHARES TR | $84.45万 | 0.29% | 3,849 | -9,099 | -70.3% | -$199.64万 | 减仓 |
| DSI | ISHARES TR | $78.81万 | 0.27% | 5,535 | -490 | -8.1% | -$6.98万 | 减仓 |
| SUSC | ISHARES TR | $78.14万 | 0.27% | 33,753 | -17,607 | -34.3% | -$40.76万 | 减仓 |
| AVGO | BROADCOM INC | $77.55万 | 0.27% | 2,053 | 237 | 13.1% | $8.95万 | 加仓 |
| — | EXXON MOBIL CORP | $76.85万 | 0.26% | 5,621 | 224 | 4.2% | $3.06万 | 加仓 |
| ABBV | ABBVIE INC | $76.02万 | 0.26% | 3,021 | 71 | 2.4% | $1.79万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $69.07万 | 0.24% | 13,197 | -4,993 | -27.4% | -$26.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.55万 | 0.24% | 1,180 | 20 | 1.7% | $1.16万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $61.73万 | 0.21% | 16,001 | 16,001 | — | $61.73万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $60.50万 | 0.21% | 23,067 | 1,757 | 8.2% | $4.61万 | 加仓 |
| USXF | ISHARES TR | $58.37万 | 0.20% | 8,405 | -887 | -9.5% | -$6.16万 | 减仓 |
| TSLA | TESLA INC | $57.58万 | 0.20% | 1,369 | 114 | 9.1% | $4.79万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $54.71万 | 0.19% | 11,200 | 413 | 3.8% | $2.02万 | 加仓 |
| META | META PLATFORMS INC | $54.03万 | 0.19% | 959 | 71 | 8.0% | $4.00万 | 加仓 |
| IWY | ISHARES TR | $52.37万 | 0.18% | 1,802 | 113 | 6.7% | $3.28万 | 加仓 |
| SYSB | ISHARES TR | $52.15万 | 0.18% | 5,878 | 1,868 | 46.6% | $16.57万 | 加仓 |
| SCNM | STERLING CAP FDS | $51.62万 | 0.18% | 20,521 | 189 | 0.9% | $4,754 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $49.29万 | 0.17% | 527 | 117 | 28.5% | $10.94万 | 加仓 |
| WMT | WALMART INC | $48.66万 | 0.17% | 4,296 | 319 | 8.0% | $3.61万 | 加仓 |
| LLY | ELI LILLY & CO | $48.55万 | 0.17% | 405 | 32 | 8.6% | $3.84万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $46.96万 | 0.16% | 3,710 | 1,180 | 46.6% | $14.94万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $45.60万 | 0.16% | 9,078 | 263 | 3.0% | $1.32万 | 加仓 |
| IWP | ISHARES TR | $45.18万 | 0.16% | 3,086 | 88 | 2.9% | $1.29万 | 加仓 |