Quantum Financial Planning Services, Inc.
SPOKANE WA · SEC CIK 0002050169
$3.23亿2026Q2 申报市值
58持仓数
90.6%前十大占比 · 第一大 22.1%
7 / 4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
CGBL 加仓+$414.19万
SPYM 加仓+$399.64万
VUG 加仓+$303.26万
DFIC 加仓+$202.43万
CGDV 加仓+$177.83万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$40.02万
HONEYWELL INTL I 清仓-$33.71万
MSFT 减仓-$28.14万
TMUS 清仓-$25.64万
GSLC 减仓-$24.83万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,492 | -100.0% | -$33.71万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,198 | -100.0% | -$25.64万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -308 | -100.0% | -$21.82万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,653 | -100.0% | -$20.54万 | 清仓 |
| — | VERIFYME INC | $4.26万 | 0.01% | 69,445 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $19.12万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $20.45万 | 0.06% | 1,148 | 1,102 | 2,395.7% | $19.63万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $21.17万 | 0.07% | 698 | 698 | — | $21.17万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.61万 | 0.07% | 1,691 | 0 | 0.0% | — | 重新持有 |
| BOTZ | GLOBAL X FDS | $23.41万 | 0.07% | 6,170 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $23.80万 | 0.07% | 980 | 980 | — | $23.80万 | 新建仓 |
| IVV | ISHARES TR | $24.12万 | 0.07% | 322 | 1 | 0.3% | $749 | 加仓 |
| BA | BOEING CO | $25.95万 | 0.08% | 1,199 | -396 | -24.8% | -$8.57万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.37万 | 0.08% | 7,921 | 148 | 1.9% | $4,927 | 加仓 |
| TSLA | TESLA INC | $28.47万 | 0.09% | 677 | 22 | 3.4% | $9,253 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $28.51万 | 0.09% | 2,444 | 2,444 | — | $28.51万 | 新建仓 |
| MPLX | MPLX LP | $29.78万 | 0.09% | 5,286 | -2,714 | -33.9% | -$15.29万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.79万 | 0.09% | 10,285 | 23 | 0.2% | $666 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $30.13万 | 0.09% | 6,420 | 6,420 | — | $30.13万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $32.30万 | 0.10% | 873 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $32.73万 | 0.10% | 3,975 | -194 | -4.7% | -$1.60万 | 减仓 |
| ORCL | ORACLE CORP | $34.58万 | 0.11% | 2,360 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $35.01万 | 0.11% | 8,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.27万 | 0.11% | 472 | -6 | -1.3% | -$4,483 | 减仓 |
| — | EXXON MOBIL CORP | $36.86万 | 0.11% | 2,696 | -592 | -18.0% | -$8.09万 | 减仓 |
| HD | HOME DEPOT INC | $38.36万 | 0.12% | 1,088 | 64 | 6.2% | $2.26万 | 加仓 |
| NULG | NUSHARES ETF TR | $38.82万 | 0.12% | 3,316 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $39.66万 | 0.12% | 9,882 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $42.63万 | 0.13% | 3,053 | 3,053 | — | $42.63万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $46.26万 | 0.14% | 9,145 | -611 | -6.3% | -$3.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $49.06万 | 0.15% | 425 | 425 | — | $49.06万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $51.46万 | 0.16% | 5,079 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $52.64万 | 0.16% | 10,205 | -26 | -0.3% | -$1,341 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $53.55万 | 0.17% | 7,515 | 0 | 0.0% | — | 不变 |
| CSRE | COHEN & STEERS ETF TRUST | $57.35万 | 0.18% | 20,207 | 20,207 | — | $57.35万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $60.22万 | 0.19% | 877 | 68 | 8.4% | $4.67万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $61.98万 | 0.19% | 4,368 | -1,750 | -28.6% | -$24.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.35万 | 0.19% | 1,246 | -124 | -9.1% | -$6.20万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $63.96万 | 0.20% | 12,693 | -21 | -0.2% | -$1,058 | 减仓 |
| VXUS | VANGUARD STAR FDS | $66.74万 | 0.21% | 7,806 | -805 | -9.3% | -$6.88万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $76.93万 | 0.24% | 5,818 | 64 | 1.1% | $8,463 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $78.24万 | 0.24% | 10,211 | 2,659 | 35.2% | $20.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $88.14万 | 0.27% | 4,405 | 645 | 17.2% | $12.91万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $102.42万 | 0.32% | 22,412 | 118 | 0.5% | $5,393 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $106.20万 | 0.33% | 14,467 | -5,452 | -27.4% | -$40.02万 | 减仓 |
| GOOG | ALPHABET INC | $112.26万 | 0.35% | 3,177 | 301 | 10.5% | $10.64万 | 加仓 |
| GOOGL | ALPHABET INC | $139.16万 | 0.43% | 3,894 | 292 | 8.1% | $10.43万 | 加仓 |
| AMZN | AMAZON COM INC | $170.57万 | 0.53% | 7,157 | 502 | 7.5% | $11.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $175.24万 | 0.54% | 4,701 | -755 | -13.8% | -$28.14万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $178.20万 | 0.55% | 1,905 | -8 | -0.4% | -$7,484 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $192.05万 | 0.60% | 23,281 | 11,342 | 95.0% | $93.56万 | 加仓 |
| AAPL | APPLE INC | $262.05万 | 0.81% | 9,056 | -10 | -0.1% | -$2,894 | 减仓 |
| LLY | ELI LILLY & CO | $262.32万 | 0.81% | 2,187 | 4 | 0.2% | $4,798 | 加仓 |
| AGG | ISHARES TR | $323.04万 | 1.00% | 32,637 | 181 | 0.6% | $1.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $841.81万 | 2.61% | 120,431 | 20,148 | 20.1% | $140.83万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $932.74万 | 2.89% | 189,274 | 36,086 | 23.6% | $177.83万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,601.56万 | 4.97% | 421,907 | 109,112 | 34.9% | $414.19万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $2,994.90万 | 9.29% | 387,776 | 18,735 | 5.1% | $144.70万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,167.74万 | 9.82% | 850,171 | 54,330 | 6.8% | $202.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,140.27万 | 15.94% | 584,920 | 45,476 | 8.4% | $399.64万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,845.74万 | 21.22% | 866,220 | 11,148 | 1.3% | $88.10万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,114.69万 | 22.06% | 825,945 | 35,205 | 4.5% | $303.26万 | 加仓 |