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 |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR | $342.02万 | 1.18% | 42,769 | -13 | -0.0% | -$1,040 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $342.62万 | 1.18% | 57,400 | 2,229 | 4.0% | $13.30万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $345.69万 | 1.19% | 59,173 | -89 | -0.2% | -$5,199 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $353.47万 | 1.22% | 149,269 | -1,300 | -0.9% | -$3.08万 | 减仓 |
| IVE | ISHARES TR | $384.03万 | 1.32% | 16,913 | -4,329 | -20.4% | -$98.30万 | 减仓 |
| IAU | ISHARES GOLD TR | $385.09万 | 1.33% | 50,998 | 1,431 | 2.9% | $10.81万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $387.09万 | 1.33% | 84,703 | 2,071 | 2.5% | $9.46万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $396.49万 | 1.36% | 117,166 | -989 | -0.8% | -$3.35万 | 减仓 |
| SNDK | SANDISK CORP | $419.05万 | 1.44% | 1,843 | -322 | -14.9% | -$73.21万 | 减仓 |
| IEMG | ISHARES INC | $429.49万 | 1.48% | 51,846 | -16,695 | -24.4% | -$138.30万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $430.94万 | 1.48% | 6,747 | 9 | 0.1% | $5,748 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $443.56万 | 1.53% | 107,765 | -792 | -0.7% | -$3.26万 | 减仓 |
| AAPL | APPLE INC | $443.68万 | 1.53% | 15,333 | 508 | 3.4% | $14.70万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $449.29万 | 1.55% | 129,069 | -1,095 | -0.8% | -$3.81万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $450.30万 | 1.55% | 14,701 | -183 | -1.2% | -$5.61万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $462.22万 | 1.59% | 67,964 | 1,253 | 1.9% | $8.52万 | 加仓 |
| IVW | ISHARES TR | $463.35万 | 1.59% | 33,691 | -1,141 | -3.3% | -$15.69万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $466.93万 | 1.61% | 92,314 | -12,975 | -12.3% | -$65.63万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $487.90万 | 1.68% | 24,692 | -207 | -0.8% | -$4.09万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $505.52万 | 1.74% | 182,499 | -3,704 | -2.0% | -$10.26万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $520.95万 | 1.79% | 196,586 | -8,353 | -4.1% | -$22.14万 | 减仓 |
| IAGG | ISHARES TR | $529.99万 | 1.82% | 104,740 | -30,427 | -22.5% | -$153.96万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $532.54万 | 1.83% | 14,562 | -314 | -2.1% | -$11.48万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $627.57万 | 2.16% | 173,074 | -3,283 | -1.9% | -$11.90万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $629.94万 | 2.17% | 25,925 | -346 | -1.3% | -$8.41万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $785.28万 | 2.70% | 36,033 | 1,238 | 3.6% | $26.98万 | 加仓 |
| IUSB | ISHARES TR | $811.33万 | 2.79% | 175,803 | 55,604 | 46.3% | $256.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $967.08万 | 3.33% | 135,731 | 9,221 | 7.3% | $65.70万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $979.22万 | 3.37% | 94,978 | -3,299 | -3.4% | -$34.01万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,054.56万 | 3.63% | 122,424 | 4,530 | 3.8% | $39.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,061.08万 | 3.65% | 15,449 | 460 | 3.1% | $31.59万 | 加仓 |
| AGG | ISHARES TR | $1,178.34万 | 4.06% | 119,048 | -175 | -0.1% | -$1.73万 | 减仓 |
| IVV | ISHARES TR | $1,303.31万 | 4.49% | 17,403 | 6,943 | 66.4% | $519.96万 | 加仓 |