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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $44.32万 | 0.15% | 3,773 | 52 | 1.4% | $6,108 | 加仓 |
| GOOG | ALPHABET INC | $42.61万 | 0.15% | 1,206 | 150 | 14.2% | $5.30万 | 加仓 |
| SUSB | ISHARES TR | $40.42万 | 0.14% | 16,176 | 16,176 | — | $40.42万 | 新建仓 |
| SHV | ISHARES TR | $40.30万 | 0.14% | 3,652 | -272 | -6.9% | -$3.00万 | 减仓 |
| ESGE | ISHARES INC | $39.42万 | 0.14% | 7,207 | -2,826 | -28.2% | -$15.46万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $39.26万 | 0.14% | 906 | 906 | — | $39.26万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $37.75万 | 0.13% | 327 | 327 | — | $37.75万 | 新建仓 |
| EVUS | ISHARES TR | $34.66万 | 0.12% | 9,873 | -211 | -2.1% | -$7,408 | 减仓 |
| CIEN | CIENA CORP | $34.34万 | 0.12% | 700 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $33.93万 | 0.12% | 3,321 | 360 | 12.2% | $3.68万 | 重新持有 |
| IWS | ISHARES TR | $33.50万 | 0.12% | 2,035 | -8 | -0.4% | -$1,317 | 减仓 |
| HD | HOME DEPOT INC | $33.11万 | 0.11% | 939 | -59 | -5.9% | -$2.08万 | 减仓 |
| DMXF | ISHARES TR | $31.02万 | 0.11% | 3,667 | -209 | -5.4% | -$1.77万 | 减仓 |
| IWX | ISHARES TR | $30.73万 | 0.11% | 2,922 | 199 | 7.3% | $2.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.52万 | 0.11% | 610 | 10 | 1.7% | $5,004 | 加仓 |
| CVX | CHEVRON CORPORATION | $29.69万 | 0.10% | 1,791 | 76 | 4.4% | $1.26万 | 加仓 |
| DAL | DELTA AIR LINES INC | $26.75万 | 0.09% | 2,856 | 2,856 | — | $26.75万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $26.62万 | 0.09% | 5,294 | 5,294 | — | $26.62万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $26.44万 | 0.09% | 359 | -16 | -4.3% | -$1.18万 | 减仓 |
| CAT | CATERPILLAR INC | $26.22万 | 0.09% | 246 | 246 | — | $26.22万 | 新建仓 |
| SO | SOUTHERN CO | $25.32万 | 0.09% | 2,646 | 232 | 9.6% | $2.22万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.14万 | 0.09% | 249 | 3 | 1.2% | $3,029 | 加仓 |
| MA | MASTERCARD INCORPORATED | $24.96万 | 0.09% | 486 | 36 | 8.0% | $1.85万 | 加仓 |
| GGG | GRACO INC | $23.59万 | 0.08% | 3,120 | 0 | 0.0% | — | 不变 |
| — | CAPITOL SER TR | $23.46万 | 0.08% | 9,369 | 593 | 6.8% | $1.48万 | 加仓 |
| INTC | INTEL CORP | $22.40万 | 0.08% | 1,604 | 1,604 | — | $22.40万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.62万 | 0.07% | 587 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $20.96万 | 0.07% | 1,430 | -297 | -17.2% | -$4.35万 | 减仓 |
| EUSB | ISHARES TR | $20.11万 | 0.07% | 4,628 | -3,879 | -45.6% | -$16.85万 | 减仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $14.55万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| NABL | N-ABLE INC | $4.95万 | 0.02% | 13,492 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -2,267 | -100.0% | -$21.68万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,424 | -100.0% | -$20.83万 | 清仓 |