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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $32.84万 | 0.13% | 998 | -103 | -9.4% | -$3.39万 | 减仓 |
| EVUS | ISHARES TR | $32.10万 | 0.13% | 10,084 | 3,557 | 54.5% | $11.32万 | 加仓 |
| GOOG | ALPHABET INC | $30.29万 | 0.12% | 1,056 | -27 | -2.5% | -$7,745 | 减仓 |
| IWS | ISHARES TR | $29.77万 | 0.12% | 2,043 | -126 | -5.8% | -$1.84万 | 减仓 |
| DMXF | ISHARES TR | $29.24万 | 0.11% | 3,876 | 3,876 | — | $29.24万 | 新建仓 |
| CSCO | CISCO SYS INC | $28.87万 | 0.11% | 3,721 | 123 | 3.4% | $9,544 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.75万 | 0.11% | 600 | -20 | -3.2% | -$9,584 | 减仓 |
| CIEN | CIENA CORP | $27.18万 | 0.11% | 700 | 700 | — | $27.18万 | 新建仓 |
| GGG | GRACO INC | $26.41万 | 0.10% | 3,120 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $25.26万 | 0.10% | 587 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $25.23万 | 0.10% | 2,723 | -341 | -11.1% | -$3.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.94万 | 0.10% | 1,727 | 48 | 2.9% | $6,933 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.60万 | 0.09% | 1,160 | -2 | -0.2% | -$407 | 减仓 |
| SO | SOUTHERN CO | $23.30万 | 0.09% | 2,414 | 2,414 | — | $23.30万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.48万 | 0.09% | 450 | -15 | -3.2% | -$7,495 | 减仓 |
| — | CAPITOL SER TR | $22.01万 | 0.09% | 8,776 | -8,764 | -50.0% | -$21.98万 | 减仓 |
| ESGD | ISHARES TR | $21.68万 | 0.09% | 2,267 | -292 | -11.4% | -$2.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.64万 | 0.09% | 375 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $20.84万 | 0.08% | 246 | -12 | -4.7% | -$1.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.83万 | 0.08% | 1,424 | 253 | 21.6% | $3.70万 | 加仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $14.41万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| NABL | N-ABLE INC | $6.30万 | 0.02% | 13,492 | 13,492 | — | $6.30万 | 新建仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -9,427 | -100.0% | -$323.32万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -3,654 | -100.0% | -$78.45万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,795 | -100.0% | -$39.91万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -406 | -100.0% | -$26.89万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -5,114 | -100.0% | -$24.89万 | 清仓 |
| LCTD | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -4,140 | -100.0% | -$22.63万 | 清仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $0 | 0.00% | 0 | -3,538 | -100.0% | -$20.38万 | 清仓 |