Asset Planning,Inc
LOS ALAMITOS CA · SEC CIK 0002048547
$1.41亿2026Q1 申报市值
299持仓数
54.1%前十大占比 · 第一大 9.4%
16 / 11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
O 加仓+$46.13万
CVS 新建仓+$21.15万
Novo Nordisk A/S 新建仓+$19.29万
AMD 加仓+$18.51万
PANW 加仓+$17.17万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$24.70万
VZ 减仓-$7.45万
AMZN 减仓-$5.75万
BF/B 清仓-$4.56万
CF 减仓-$4.52万
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 |
|---|---|---|---|---|---|---|---|---|
| BF/B | Brown Forman Corp CL B | $0 | 0.00% | 0 | -1,750 | -100.0% | -$4.56万 | 清仓 |
| — | Exact Sciences Corp | $0 | 0.00% | 0 | -388 | -100.0% | -$3.94万 | 清仓 |
| CLX | Clorox Co | $0 | 0.00% | 0 | -200 | -100.0% | -$2.02万 | 清仓 |
| ARCC | Ares Capital Corp | $0 | 0.00% | 0 | -700 | -100.0% | -$1.42万 | 清仓 |
| FAF | First Amern Finl Corp | $0 | 0.00% | 0 | -213 | -100.0% | -$1.31万 | 清仓 |
| EMN | Eastman Chemical Co | $0 | 0.00% | 0 | -172 | -100.0% | -$1.10万 | 清仓 |
| MXL | Maxlinear Inc | $0 | 0.00% | 0 | -300 | -100.0% | -$5,229 | 清仓 |
| IREN | Iren Ltd | $0 | 0.00% | 0 | -100 | -100.0% | -$3,770 | 清仓 |
| ACHR | Archer Aviation Inc | $0 | 0.00% | 0 | -500 | -100.0% | -$3,760 | 清仓 |
| — | Expand Energy Cl 26 Wts | $0 | 0.00% | 0 | -24 | -100.0% | -$2,392 | 清仓 |
| DOW | Dow Chemical Co. | $0 | 0.00% | 0 | -64 | -100.0% | -$1,496 | 清仓 |
| DKNG | Draftkings Inc New | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ASPN | Aspen Aerogels Inc | $86 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NWSA | News Corp Class A | $175 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TRIP | Tripadvisor Inc Com | $192 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc Cl A | $226 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | Adient Plc Com | $303 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| COIN | Coinbase Global Inc Cl A | $349 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | IAC InterActiveCorp | $360 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AAL | American Airlines Group Inc | $376 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VOD | Vodafone Group Plc adr F | $706 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| LAC | Lithium Amers Corp | $790 | 0.00% | 200 | 200 | — | $790 | 新建仓 |
| REZI | Resideo Technologies Inc | $843 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | Curiositystream Inc New | $888 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TMQ | Trilogy Metals Inc New | $898 | 0.00% | 250 | 250 | — | $898 | 新建仓 |
| IONQ | Ionq Inc | $1,153 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | Net Lease Office Pptys | $1,175 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corp | $1,542 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp | $1,763 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NCLH | Norwegian Cruise Line | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & Mclennan Cos Inc | $2,081 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc | $2,162 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALAB | Astera Labs Inc | $2,192 | 0.00% | 20 | 20 | — | $2,192 | 新建仓 |
| CARR | Carrier Global Corporation | $2,309 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VSNT | Versant Media Group Inc | $2,332 | 0.00% | 63 | 63 | — | $2,332 | 新建仓 |
| DOCU | Docusign Inc | $2,371 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | Esperion Therapeutic | $2,466 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| CCL | Carnival Corp | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOV | Dover Corp. | $2,710 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HXL | Hexcel Corp | $2,711 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | Pentair Inc | $3,397 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SKYD | Paramount Skydance Corp | $3,622 | 0.00% | 402 | 2 | 0.5% | $18 | 加仓 |
| CUBE | Cubesmart | $3,665 | 0.00% | 100 | 100 | — | $3,665 | 新建仓 |
| SLVM | Sylvamo Corp | $3,781 | 0.00% | 90 | 1 | 1.1% | $42 | 加仓 |
| KD | Kyndryl Holdings Inc. | $3,923 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| AVAV | Aerovironment Inc Com | $4,027 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| APG | Api Group Corp | $4,052 | 0.00% | 100 | 100 | — | $4,052 | 新建仓 |
| — | Globalstar Inc Com | $4,384 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BNY | Bank of New York | $4,389 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TEM | Tempus Ai Inc | $4,522 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EXE | Expand Energy | $5,013 | 0.00% | 46 | 21 | 84.0% | $2,289 | 加仓 |
| ANET | Arista Networks Inc | $5,034 | 0.00% | 41 | 41 | — | $5,034 | 新建仓 |
| BOH | Bank of Hawaii Corp | $5,198 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CRVL | CorVel Corp | $5,246 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| MLM | Martin Marietta Material | $5,298 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KVUE | Kenvue Inc | $5,948 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| LHX | L3Harris Technologies Inc | $6,213 | 0.00% | 18 | 18 | — | $6,213 | 新建仓 |
| POWI | Power Integrations Inc | $6,465 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| OXY | Occidental Pete Corp | $6,565 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BBAI | Bigbear Ai Hldgs Inc | $6,688 | 0.00% | 1,900 | 400 | 26.7% | $1,408 | 加仓 |
| — | Super Micro Computer | $6,831 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NVT | Nvent Electric Plc Com | $6,987 | 0.00% | 59 | 20 | 51.3% | $2,368 | 加仓 |
| LNT | Alliant Energy Corp | $7,176 | 0.01% | 100 | 100 | — | $7,176 | 新建仓 |
| ABNB | AirBnB Inc Cl A | $7,198 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM | $7,402 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SKY | Champion Homes Inc | $7,437 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| VST | Vistra Corp | $7,528 | 0.01% | 50 | -50 | -50.0% | -$7,528 | 减仓 |
| CI | Cigna Corp | $8,003 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| ASIX | Advansix Inc | $8,068 | 0.01% | 331 | 3 | 0.9% | $73 | 加仓 |
| ASTS | Ast Spacemobile Inc | $8,287 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | Warner Brothers Discover | $8,375 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| VLTO | Veralto Corp | $8,488 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| SWKS | Skyworks Solutions Inc | $8,756 | 0.01% | 164 | 3 | 1.9% | $160 | 加仓 |
| RVTY | Revvity Inc | $8,809 | 0.01% | 101 | 1 | 1.0% | $87 | 加仓 |
| FDX | Fedex Corp | $8,905 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| PNTG | Pennant Group Inc | $9,144 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BP | Bp Amoco Plc Adr | $9,400 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DBEF | Xtrackers Msci Eafe | $9,534 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.00万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| — | Teva Pharmaceutical LTD-ADR | $1.20万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| LULU | Lululemon Athletica Inc | $1.30万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| XYZ | Square Inc | $1.37万 | 0.01% | 227 | -400 | -63.8% | -$2.41万 | 减仓 |
| MBC | Masterbrand Inc | $1.38万 | 0.01% | 1,658 | 0 | 0.0% | — | 不变 |
| JOBY | Joby Aviation Inc | $1.40万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 | $1.43万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| — | Glaxosmithkline Plc Adrf | $1.46万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| GEHC | Ge Healthcare Technologi | $1.48万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| CNP | Centerpoint Energy Inc. | $1.51万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| ARM | Arm Holdings ADR | $1.51万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CAMT | Camtek Ltd | $1.52万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| COP | Conocophillips Corp | $1.53万 | 0.01% | 116 | 1 | 0.9% | $131 | 加仓 |
| RHHBY | ROCHE HOLDINGS ADRS LTD COM | $1.53万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| BIIB | Biogen Idec Inc | $1.54万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| BR | Broadridge Financial Solutions | $1.61万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| EXPE | Expedia Inc | $1.61万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| PEG | Pub Svc Ent Group Inc | $1.62万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TR | Tootsie Roll Industries Inc | $1.62万 | 0.01% | 379 | 1 | 0.3% | $43 | 加仓 |
| NVS | Novartis AG- ADR | $1.63万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| AZO | Autozone Inc | $1.69万 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| SCI | Service Corp International | $1.72万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |