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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $1,183.53万 | 4.65% | 119,223 | -899 | -0.7% | -$8.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $895.69万 | 3.52% | 14,989 | -1,184 | -7.3% | -$70.75万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $880.46万 | 3.46% | 98,277 | 2,612 | 2.7% | $23.40万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $858.23万 | 3.37% | 19,649 | 1,488 | 8.2% | $64.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $810.68万 | 3.19% | 126,510 | 4,793 | 3.9% | $30.71万 | 加仓 |
| IVV | ISHARES TR | $683.26万 | 2.68% | 10,460 | 2,721 | 35.2% | $177.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $682.68万 | 2.68% | 34,795 | 1,455 | 4.4% | $28.55万 | 加仓 |
| IAGG | ISHARES TR | $676.38万 | 2.66% | 135,167 | 9,611 | 7.7% | $48.09万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $581.10万 | 2.28% | 176,357 | 1,140 | 0.7% | $3.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $570.75万 | 2.24% | 26,271 | -647 | -2.4% | -$14.06万 | 减仓 |
| IUSB | ISHARES TR | $555.20万 | 2.18% | 120,199 | 11,262 | 10.3% | $52.02万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $545.34万 | 2.14% | 204,939 | 7,981 | 4.1% | $21.24万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $525.29万 | 2.06% | 105,289 | 13,344 | 14.5% | $66.57万 | 加仓 |
| IEMG | ISHARES INC | $478.07万 | 1.88% | 68,541 | 1,644 | 2.5% | $11.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $460.85万 | 1.81% | 186,203 | -8,950 | -4.6% | -$22.15万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $458.85万 | 1.80% | 24,899 | -927 | -3.6% | -$17.08万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $449.63万 | 1.77% | 14,876 | -271 | -1.8% | -$8.19万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $448.56万 | 1.76% | 108,557 | 11,909 | 12.3% | $49.21万 | 加仓 |
| IVE | ISHARES TR | $448.53万 | 1.76% | 21,242 | 4,073 | 23.7% | $86.00万 | 加仓 |
| IAU | ISHARES GOLD TR | $436.98万 | 1.72% | 49,567 | -19,719 | -28.5% | -$173.84万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $397.00万 | 1.56% | 130,164 | -4,589 | -3.4% | -$14.00万 | 减仓 |
| IVW | ISHARES TR | $393.99万 | 1.55% | 34,832 | 3,125 | 9.9% | $35.35万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $388.13万 | 1.53% | 66,711 | -8,705 | -11.5% | -$50.65万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $383.05万 | 1.51% | 14,884 | 1,215 | 8.9% | $31.27万 | 加仓 |
| AAPL | APPLE INC | $376.24万 | 1.48% | 14,825 | 292 | 2.0% | $7.41万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $356.39万 | 1.40% | 82,632 | 7,877 | 10.5% | $33.97万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $350.06万 | 1.38% | 59,262 | -1,749 | -2.9% | -$10.33万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $344.18万 | 1.35% | 118,155 | 5,447 | 4.8% | $15.87万 | 加仓 |
| HYG | ISHARES TR | $340.37万 | 1.34% | 42,782 | 2,269 | 5.6% | $18.05万 | 加仓 |
| EFV | ISHARES TR | $334.90万 | 1.32% | 45,044 | -4,815 | -9.7% | -$35.80万 | 减仓 |
| EMB | ISHARES TR | $331.11万 | 1.30% | 35,251 | -3,297 | -8.6% | -$30.97万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $323.57万 | 1.27% | 150,569 | -1,694 | -1.1% | -$3.64万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $316.73万 | 1.24% | 71,256 | 1,714 | 2.5% | $7.62万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $298.20万 | 1.17% | 55,171 | 3,021 | 5.8% | $16.33万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $296.98万 | 1.17% | 23,733 | 2,890 | 13.9% | $36.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $265.66万 | 1.04% | 15,233 | 2,646 | 21.0% | $46.15万 | 加仓 |
| QUAL | ISHARES TR | $248.36万 | 0.98% | 12,948 | -7,276 | -36.0% | -$139.57万 | 减仓 |
| EFG | ISHARES TR | $218.92万 | 0.86% | 19,657 | 15,355 | 356.9% | $171.01万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $217.18万 | 0.85% | 45,200 | 6,307 | 16.2% | $30.30万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $207.53万 | 0.82% | 26,468 | 3,019 | 12.9% | $23.67万 | 加仓 |
| GOVT | ISHARES TR | $205.67万 | 0.81% | 89,772 | 75,038 | 509.3% | $171.91万 | 加仓 |
| MBB | ISHARES TR | $202.53万 | 0.80% | 21,330 | 2,003 | 10.4% | $19.02万 | 加仓 |
| MUB | ISHARES TR | $194.67万 | 0.76% | 18,339 | -707 | -3.7% | -$7.50万 | 减仓 |
| VB | VANGUARD INDEX FDS | $191.43万 | 0.75% | 7,309 | 439 | 6.4% | $11.50万 | 加仓 |
| TLH | ISHARES TR | $183.99万 | 0.72% | 18,267 | -3,732 | -17.0% | -$37.59万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $182.26万 | 0.72% | 6,738 | 6,738 | — | $182.26万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $181.49万 | 0.71% | 55,080 | 6,869 | 14.2% | $22.63万 | 加仓 |
| MTUM | ISHARES TR | $180.81万 | 0.71% | 7,534 | 2,656 | 54.4% | $63.74万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $177.33万 | 0.70% | 48,959 | 4,377 | 9.8% | $15.85万 | 加仓 |
| IDEV | ISHARES TR | $154.55万 | 0.61% | 18,494 | -1,821 | -9.0% | -$15.22万 | 减仓 |
| SNDK | SANDISK CORP | $137.55万 | 0.54% | 2,165 | 2,165 | — | $137.55万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $133.29万 | 0.52% | 40,736 | 40,736 | — | $133.29万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $131.98万 | 0.52% | 32,144 | 32,144 | — | $131.98万 | 新建仓 |
| AGEM | ABRDN FDS | $129.18万 | 0.51% | 31,845 | -31,941 | -50.1% | -$129.57万 | 减仓 |
| TXN | TEXAS INSTRS INC | $128.35万 | 0.50% | 6,611 | -5 | -0.1% | -$971 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $125.44万 | 0.49% | 29,037 | 1,730 | 6.3% | $7.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $123.53万 | 0.49% | 3,337 | -54 | -1.6% | -$2.00万 | 减仓 |
| GE | GE AEROSPACE | $121.48万 | 0.48% | 4,281 | -206 | -4.6% | -$5.85万 | 减仓 |
| SUSC | ISHARES TR | $118.83万 | 0.47% | 51,360 | 2,069 | 4.2% | $4.79万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $118.40万 | 0.47% | 25,852 | 4,087 | 18.8% | $18.72万 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $116.44万 | 0.46% | 20,082 | 2,769 | 16.0% | $16.05万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $110.04万 | 0.43% | 11,848 | 11,848 | — | $110.04万 | 新建仓 |
| EAGG | ISHARES TR | $108.21万 | 0.43% | 22,757 | 2,506 | 12.4% | $11.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $106.33万 | 0.42% | 4,387 | -26 | -0.6% | -$6,302 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $106.28万 | 0.42% | 15,153 | -1,535 | -9.2% | -$10.77万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $103.45万 | 0.41% | 14,802 | 14,802 | — | $103.45万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $102.53万 | 0.40% | 21,838 | 2,198 | 11.2% | $10.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $102.23万 | 0.40% | 3,475 | 116 | 3.5% | $3.41万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $99.48万 | 0.39% | 12,889 | 1,512 | 13.3% | $11.67万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $94.64万 | 0.37% | 13,760 | 1,436 | 11.7% | $9.88万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $94.46万 | 0.37% | 18,190 | -4,407 | -19.5% | -$22.89万 | 减仓 |
| AMZN | AMAZON COM INC | $94.39万 | 0.37% | 4,532 | -46 | -1.0% | -$9,580 | 减仓 |
| — | EXXON MOBIL CORP | $91.57万 | 0.36% | 5,397 | 36 | 0.7% | $6,108 | 加仓 |
| GEV | GE VERNOVA INC | $83.36万 | 0.33% | 955 | -13 | -1.3% | -$1.13万 | 减仓 |
| ESGU | ISHARES TR | $81.80万 | 0.32% | 5,784 | -430 | -6.9% | -$6.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $79.05万 | 0.31% | 3,234 | -21 | -0.6% | -$5,133 | 减仓 |
| GOOGL | ALPHABET INC | $74.24万 | 0.29% | 2,582 | 82 | 3.3% | $2.36万 | 加仓 |
| DSI | ISHARES TR | $73.02万 | 0.29% | 6,025 | -499 | -7.6% | -$6.05万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $71.18万 | 0.28% | 9,548 | 1,013 | 11.9% | $7.55万 | 加仓 |
| LMUB | ISHARES TR | $68.70万 | 0.27% | 13,759 | 13,759 | — | $68.70万 | 新建仓 |
| ABBV | ABBVIE INC | $64.17万 | 0.25% | 2,950 | -271 | -8.4% | -$5.89万 | 减仓 |
| AVGO | BROADCOM INC | $56.20万 | 0.22% | 1,816 | -10 | -0.5% | -$3,095 | 减仓 |
| SPTL | SPDR SERIES TRUST | $56.04万 | 0.22% | 21,310 | 2,976 | 16.2% | $7.83万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $53.26万 | 0.21% | 10,787 | 1,807 | 20.1% | $8.92万 | 加仓 |
| USXF | ISHARES TR | $51.29万 | 0.20% | 9,292 | -159 | -1.7% | -$8,776 | 减仓 |
| META | META PLATFORMS INC | $50.81万 | 0.20% | 888 | 7 | 0.8% | $4,006 | 加仓 |
| SCNM | STERLING CAP FDS | $50.55万 | 0.20% | 20,332 | 20,332 | — | $50.55万 | 新建仓 |
| WMT | WALMART INC | $49.43万 | 0.19% | 3,977 | -460 | -10.4% | -$5.72万 | 减仓 |
| TSLA | TESLA INC | $46.65万 | 0.18% | 1,255 | -38 | -2.9% | -$1.41万 | 减仓 |
| ESGE | ISHARES INC | $45.62万 | 0.18% | 10,033 | 1,089 | 12.2% | $4.95万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $44.03万 | 0.17% | 8,815 | 1,528 | 21.0% | $7.63万 | 加仓 |
| SHV | ISHARES TR | $43.32万 | 0.17% | 3,924 | 3,924 | — | $43.32万 | 新建仓 |
| IWY | ISHARES TR | $42.03万 | 0.17% | 1,689 | -334 | -16.5% | -$8.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.90万 | 0.16% | 410 | 27 | 7.0% | $2.69万 | 加仓 |
| IWP | ISHARES TR | $38.41万 | 0.15% | 2,998 | 32 | 1.1% | $4,100 | 加仓 |
| EUSB | ISHARES TR | $37.01万 | 0.15% | 8,507 | 61 | 0.7% | $2,654 | 加仓 |
| SYSB | ISHARES TR | $35.69万 | 0.14% | 4,010 | 4,010 | — | $35.69万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $35.48万 | 0.14% | 1,715 | 132 | 8.3% | $2.73万 | 加仓 |
| LLY | ELI LILLY & CO | $34.27万 | 0.13% | 373 | 3 | 0.8% | $2,757 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $33.13万 | 0.13% | 2,530 | 628 | 33.0% | $8.22万 | 加仓 |