LifePlan Investment Advisors, Inc.
RALEIGH NC · SEC CIK 0002045484
$2.54亿2026Q1 申报市值
122持仓数
30.7%前十大占比 · 第一大 4.7%
14 / 7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
WDC 新建仓+$182.26万
IVV 加仓+$177.74万
GOVT 加仓+$171.91万
EFG 加仓+$171.01万
SNDK 新建仓+$137.55万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$323.32万
IAU 减仓-$173.84万
QUAL 减仓-$139.57万
AGEM 减仓-$129.57万
ITA 清仓-$78.45万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES TR | $334.90万 | 1.32% | 45,044 | -4,815 | -9.7% | -$35.80万 | 减仓 |
| HYG | ISHARES TR | $340.37万 | 1.34% | 42,782 | 2,269 | 5.6% | $18.05万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $344.18万 | 1.35% | 118,155 | 5,447 | 4.8% | $15.87万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $350.06万 | 1.38% | 59,262 | -1,749 | -2.9% | -$10.33万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $356.39万 | 1.40% | 82,632 | 7,877 | 10.5% | $33.97万 | 加仓 |
| AAPL | APPLE INC | $376.24万 | 1.48% | 14,825 | 292 | 2.0% | $7.41万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $383.05万 | 1.51% | 14,884 | 1,215 | 8.9% | $31.27万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $388.13万 | 1.53% | 66,711 | -8,705 | -11.5% | -$50.65万 | 减仓 |
| IVW | ISHARES TR | $393.99万 | 1.55% | 34,832 | 3,125 | 9.9% | $35.35万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $397.00万 | 1.56% | 130,164 | -4,589 | -3.4% | -$14.00万 | 减仓 |
| IAU | ISHARES GOLD TR | $436.98万 | 1.72% | 49,567 | -19,719 | -28.5% | -$173.84万 | 减仓 |
| IVE | ISHARES TR | $448.53万 | 1.76% | 21,242 | 4,073 | 23.7% | $86.00万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $448.56万 | 1.76% | 108,557 | 11,909 | 12.3% | $49.21万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $449.63万 | 1.77% | 14,876 | -271 | -1.8% | -$8.19万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $458.85万 | 1.80% | 24,899 | -927 | -3.6% | -$17.08万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $460.85万 | 1.81% | 186,203 | -8,950 | -4.6% | -$22.15万 | 减仓 |
| IEMG | ISHARES INC | $478.07万 | 1.88% | 68,541 | 1,644 | 2.5% | $11.47万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $525.29万 | 2.06% | 105,289 | 13,344 | 14.5% | $66.57万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $545.34万 | 2.14% | 204,939 | 7,981 | 4.1% | $21.24万 | 加仓 |
| IUSB | ISHARES TR | $555.20万 | 2.18% | 120,199 | 11,262 | 10.3% | $52.02万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $570.75万 | 2.24% | 26,271 | -647 | -2.4% | -$14.06万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $581.10万 | 2.28% | 176,357 | 1,140 | 0.7% | $3.76万 | 加仓 |
| IAGG | ISHARES TR | $676.38万 | 2.66% | 135,167 | 9,611 | 7.7% | $48.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $682.68万 | 2.68% | 34,795 | 1,455 | 4.4% | $28.55万 | 加仓 |
| IVV | ISHARES TR | $683.26万 | 2.68% | 10,460 | 2,721 | 35.2% | $177.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $810.68万 | 3.19% | 126,510 | 4,793 | 3.9% | $30.71万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $858.23万 | 3.37% | 19,649 | 1,488 | 8.2% | $64.99万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $880.46万 | 3.46% | 98,277 | 2,612 | 2.7% | $23.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $895.69万 | 3.52% | 14,989 | -1,184 | -7.3% | -$70.75万 | 减仓 |
| AGG | ISHARES TR | $1,183.53万 | 4.65% | 119,223 | -899 | -0.7% | -$8.92万 | 减仓 |