OFC FINANCIAL PLANNING, LLC
SHORT HILLS NJ · SEC CIK 0002052590
$1.02亿2026Q1 申报市值
56持仓数
61.5%前十大占比 · 第一大 20.5%
0 / 2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
MSFT 加仓+$13.62万
C 加仓+$5.55万
ITOT 加仓+$4.76万
VEA 加仓+$3,717
AMZN 加仓+$417
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$33.85万
ADBE 清仓-$24.95万
PTLC 减仓-$9.18万
VOO 减仓-$5.74万
ICSH 减仓-$4.92万
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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -713 | -100.0% | -$24.95万 | 清仓 |
| — | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | -20 | -100.0% | -$7,103 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2.32万 | 0.02% | 10 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $20.31万 | 0.20% | 1,840 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $20.39万 | 0.20% | 1,816 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.77万 | 0.20% | 857 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $21.52万 | 0.21% | 2,248 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $21.56万 | 0.21% | 6,084 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $22.44万 | 0.22% | 763 | -14 | -1.8% | -$4,118 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $23.09万 | 0.23% | 22,136 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $28.33万 | 0.28% | 6,314 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.79万 | 0.30% | 2,105 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $32.12万 | 0.32% | 1,542 | 2 | 0.1% | $417 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.48万 | 0.34% | 1,776 | -29 | -1.6% | -$5,630 | 减仓 |
| GOOG | ALPHABET INC | $37.87万 | 0.37% | 1,320 | -1,180 | -47.2% | -$33.85万 | 减仓 |
| HD | HOME DEPOT INC | $42.85万 | 0.42% | 1,303 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $50.35万 | 0.49% | 1,620 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $50.61万 | 0.50% | 1,760 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $53.59万 | 0.53% | 5,517 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $61.72万 | 0.61% | 32,519 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $64.33万 | 0.63% | 6,310 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $70.96万 | 0.70% | 6,511 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $73.39万 | 0.72% | 4,208 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $74.24万 | 0.73% | 2,314 | -3 | -0.1% | -$962 | 减仓 |
| VST | VISTRA CORP | $77.42万 | 0.76% | 5,150 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $78.04万 | 0.77% | 5,479 | 334 | 6.5% | $4.76万 | 加仓 |
| IWM | ISHARES TR | $84.64万 | 0.83% | 3,413 | -30 | -0.9% | -$7,440 | 减仓 |
| VTV | VANGUARD INDEX FDS | $100.93万 | 0.99% | 5,144 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $102.57万 | 1.01% | 10,549 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $103.44万 | 1.02% | 9,121 | 489 | 5.7% | $5.55万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $105.47万 | 1.04% | 30,597 | -10 | -0.0% | -$345 | 减仓 |
| — | INNOVATOR ETFS TRUST | $114.65万 | 1.13% | 31,840 | -52 | -0.2% | -$1,872 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $115.57万 | 1.14% | 23,390 | -4 | -0.0% | -$198 | 减仓 |
| COWG | PACER FDS TR | $117.80万 | 1.16% | 34,914 | -303 | -0.9% | -$1.02万 | 减仓 |
| IVW | ISHARES TR | $119.87万 | 1.18% | 10,598 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $120.08万 | 1.18% | 1,695 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $120.40万 | 1.18% | 33,529 | -37 | -0.1% | -$1,329 | 减仓 |
| IWB | ISHARES TR | $122.62万 | 1.20% | 3,439 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $127.26万 | 1.25% | 7,526 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $132.04万 | 1.30% | 2,405 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $137.04万 | 1.35% | 3,702 | 368 | 11.0% | $13.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $147.49万 | 1.45% | 23,017 | 58 | 0.3% | $3,717 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $155.23万 | 1.53% | 31,868 | -675 | -2.1% | -$3.29万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $158.09万 | 1.55% | 29,249 | -42 | -0.1% | -$2,270 | 减仓 |
| SLQD | ISHARES TR | $159.50万 | 1.57% | 31,590 | -84 | -0.3% | -$4,241 | 减仓 |
| VB | VANGUARD INDEX FDS | $176.22万 | 1.73% | 6,728 | -31 | -0.5% | -$8,120 | 减仓 |
| VBR | VANGUARD INDEX FDS | $191.85万 | 1.89% | 8,831 | -57 | -0.6% | -$1.24万 | 减仓 |
| COWZ | PACER FDS TR | $196.70万 | 1.93% | 31,442 | -167 | -0.5% | -$1.04万 | 减仓 |
| VO | VANGUARD INDEX FDS | $198.11万 | 1.95% | 6,898 | -42 | -0.6% | -$1.21万 | 减仓 |
| GLD | SPDR GOLD TR | $226.72万 | 2.23% | 5,269 | -25 | -0.5% | -$1.08万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $248.55万 | 2.44% | 32,233 | -335 | -1.0% | -$2.58万 | 减仓 |
| IAU | ISHARES GOLD TR | $297.35万 | 2.92% | 33,728 | -404 | -1.2% | -$3.56万 | 减仓 |
| ICSH | ISHARES TR | $310.71万 | 3.05% | 61,380 | -972 | -1.6% | -$4.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $375.40万 | 3.69% | 5,772 | -10 | -0.2% | -$6,504 | 减仓 |
| PTLC | PACER FDS TR | $400.31万 | 3.93% | 76,307 | -1,749 | -2.2% | -$9.18万 | 减仓 |
| IVV | ISHARES TR | $603.11万 | 5.93% | 9,233 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,506.61万 | 14.80% | 25,213 | -96 | -0.4% | -$5.74万 | 减仓 |
| AAPL | APPLE INC | $2,087.27万 | 20.51% | 82,244 | 0 | 0.0% | — | 不变 |