Penney Financial, LLC
HOUSTON TX · SEC CIK 0002049857
$2.61亿2026Q1 申报市值
48持仓数
75.0%前十大占比 · 第一大 22.9%
4 / 3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
VTI 加仓+$139.39万
FLMI 加仓+$80.75万
IEFA 加仓+$76.67万
FLY 新建仓+$64.89万
GSLC 加仓+$63.53万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$112.65万
AVGO 清仓-$34.61万
LLY 清仓-$32.03万
EQNR 减仓-$28.05万
NSP 清仓-$27.01万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$34.61万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -298 | -100.0% | -$32.03万 | 清仓 |
| NSP | INSPERITY INC | $0 | 0.00% | 0 | -6,976 | -100.0% | -$27.01万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES TR | $20.70万 | 0.08% | 1,525 | 1,525 | — | $20.70万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $21.07万 | 0.08% | 3,603 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $22.83万 | 0.09% | 399 | 15 | 3.9% | $8,582 | 加仓 |
| VTV | VANGUARD INDEX FDS | $23.29万 | 0.09% | 1,187 | 1,187 | — | $23.29万 | 新建仓 |
| GOOGL | ALPHABET INC | $23.84万 | 0.09% | 829 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $23.93万 | 0.09% | 6,540 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $24.14万 | 0.09% | 3,575 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $25.17万 | 0.10% | 9,816 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $26.51万 | 0.10% | 607 | 88 | 17.0% | $3.84万 | 加仓 |
| EQNR | EQUINOR ASA | $28.06万 | 0.11% | 6,649 | -6,648 | -50.0% | -$28.05万 | 减仓 |
| — | EXXON MOBIL CORP | $28.79万 | 0.11% | 1,697 | -490 | -22.4% | -$8.31万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $30.27万 | 0.12% | 3,861 | -5 | -0.1% | -$392 | 减仓 |
| GVA | GRANITE CONSTR INC | $31.73万 | 0.12% | 2,647 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $36.01万 | 0.14% | 1,011 | -140 | -12.2% | -$4.99万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $40.49万 | 0.16% | 8,000 | 8,000 | — | $40.49万 | 新建仓 |
| IWM | ISHARES TR | $54.63万 | 0.21% | 2,203 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE INC | $64.89万 | 0.25% | 22,793 | 22,793 | — | $64.89万 | 新建仓 |
| MSFT | MICROSOFT CORP | $68.89万 | 0.26% | 1,861 | -29 | -1.5% | -$1.07万 | 减仓 |
| AMZN | AMAZON COM INC | $69.50万 | 0.27% | 3,337 | 250 | 8.1% | $5.21万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $69.56万 | 0.27% | 11,343 | -600 | -5.0% | -$3.68万 | 减仓 |
| ITOT | ISHARES TR | $74.72万 | 0.29% | 5,246 | 1,765 | 50.7% | $25.14万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $77.32万 | 0.30% | 2,725 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $84.86万 | 0.33% | 2,380 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $89.75万 | 0.34% | 1,374 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $89.97万 | 0.35% | 4,349 | -1,159 | -21.0% | -$23.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $129.21万 | 0.50% | 2,162 | 92 | 4.4% | $5.50万 | 加仓 |
| AAPL | APPLE INC | $225.59万 | 0.87% | 8,889 | 2 | 0.0% | $508 | 加仓 |
| SUB | ISHARES TR | $260.35万 | 1.00% | 24,446 | -160 | -0.7% | -$1.70万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $281.74万 | 1.08% | 112,248 | 1,500 | 1.4% | $3.76万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $318.77万 | 1.22% | 41,340 | 67 | 0.2% | $5,166 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $389.47万 | 1.49% | 78,066 | 4,934 | 6.7% | $24.62万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $434.74万 | 1.67% | 68,023 | 4,224 | 6.6% | $27.00万 | 加仓 |
| AGG | ISHARES TR | $449.24万 | 1.72% | 45,254 | 806 | 1.8% | $8.00万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $465.06万 | 1.78% | 97,028 | 8,723 | 9.9% | $41.81万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $502.59万 | 1.93% | 185,115 | 21,030 | 12.8% | $57.10万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $564.65万 | 2.17% | 99,620 | 1,833 | 1.9% | $10.39万 | 加仓 |
| VB | VANGUARD INDEX FDS | $639.50万 | 2.45% | 24,416 | -234 | -0.9% | -$6.13万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $705.54万 | 2.71% | 139,022 | 4,549 | 3.4% | $23.09万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $711.22万 | 2.73% | 91,913 | 3,492 | 3.9% | $27.02万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $726.38万 | 2.79% | 293,015 | 32,573 | 12.5% | $80.75万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $898.37万 | 3.45% | 60,660 | -148 | -0.2% | -$2.19万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $945.53万 | 3.63% | 308,191 | 1,517 | 0.5% | $4.65万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $961.02万 | 3.69% | 208,599 | 7,283 | 3.6% | $33.55万 | 加仓 |
| IEFA | ISHARES TR | $1,268.00万 | 4.86% | 140,064 | 8,469 | 6.4% | $76.67万 | 加仓 |
| SGOV | ISHARES TR | $1,736.45万 | 6.66% | 172,506 | -11,191 | -6.1% | -$112.65万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,202.01万 | 8.45% | 343,634 | 1,648 | 0.5% | $10.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,119.76万 | 15.81% | 128,417 | 4,345 | 3.5% | $139.39万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5,977.72万 | 22.93% | 477,721 | 5,077 | 1.1% | $63.53万 | 加仓 |