OFC FINANCIAL PLANNING, LLC
SHORT HILLS NJ · SEC CIK 0002052590
$1.13亿2026Q2 申报市值
56持仓数
61.6%前十大占比 · 第一大 21.3%
4 / 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
CSCO 新建仓+$28.01万
AAPL 加仓+$23.21万
SBUX 新建仓+$21.91万
PANW 新建仓+$20.19万
DXJ 新建仓+$20.13万
2026Q2 卖出最多 按季末市值估算
GOOGL 清仓-$50.61万
ICSH 减仓-$29.89万
PTLC 减仓-$22.95万
PHYS 清仓-$21.56万
JNK 清仓-$21.52万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,403.02万 | 21.35% | 83,046 | 802 | 1.0% | $23.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,730.15万 | 15.37% | 25,191 | -22 | -0.1% | -$1.51万 | 减仓 |
| IVV | ISHARES TR | $691.45万 | 6.14% | 9,233 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $431.07万 | 3.83% | 5,772 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $421.62万 | 3.75% | 72,368 | -3,939 | -5.2% | -$22.95万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $283.11万 | 2.51% | 33,116 | 883 | 2.7% | $7.55万 | 加仓 |
| ICSH | ISHARES TR | $280.57万 | 2.49% | 55,471 | -5,909 | -9.6% | -$29.89万 | 减仓 |
| IAU | ISHARES GOLD TR | $239.57万 | 2.13% | 31,727 | -2,001 | -5.9% | -$15.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $237.14万 | 2.11% | 29,432 | 1,840 | 6.7% | $14.83万 | 加仓 |
| VB | VANGUARD INDEX FDS | $217.88万 | 1.94% | 7,188 | 460 | 6.8% | $13.94万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $198.09万 | 1.76% | 8,152 | -679 | -7.7% | -$16.50万 | 减仓 |
| GLD | SPDR GOLD TR | $192.33万 | 1.71% | 5,221 | -48 | -0.9% | -$1.77万 | 减仓 |
| COWZ | PACER FDS TR | $191.14万 | 1.70% | 30,730 | -712 | -2.3% | -$4.43万 | 减仓 |
| CAT | CATERPILLAR INC | $180.50万 | 1.60% | 1,695 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $177.83万 | 1.58% | 24,958 | 1,941 | 8.4% | $13.83万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $173.81万 | 1.54% | 29,120 | -129 | -0.4% | -$7,700 | 减仓 |
| PWR | QUANTA SVCS INC | $173.17万 | 1.54% | 2,405 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $167.64万 | 1.49% | 7,526 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $157.85万 | 1.40% | 31,339 | -251 | -0.8% | -$1.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $155.53万 | 1.38% | 4,169 | 467 | 12.6% | $17.42万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $147.93万 | 1.31% | 29,294 | -2,574 | -8.1% | -$13.00万 | 减仓 |
| COWG | PACER FDS TR | $143.52万 | 1.27% | 35,750 | 836 | 2.4% | $3.36万 | 加仓 |
| IVW | ISHARES TR | $140.73万 | 1.25% | 10,233 | -365 | -3.4% | -$5.02万 | 减仓 |
| IWB | ISHARES TR | $138.45万 | 1.23% | 3,381 | -58 | -1.7% | -$2.38万 | 减仓 |
| C | CITIGROUP INC | $127.95万 | 1.14% | 9,142 | 21 | 0.2% | $2,939 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $120.94万 | 1.07% | 30,766 | -2,763 | -8.2% | -$10.86万 | 减仓 |
| IWR | ISHARES TR | $116.38万 | 1.03% | 10,549 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $115.36万 | 1.02% | 29,332 | -2,508 | -7.9% | -$9.86万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $113.33万 | 1.01% | 21,512 | -1,878 | -8.0% | -$9.89万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $103.32万 | 0.92% | 28,088 | -2,509 | -8.2% | -$9.23万 | 减仓 |
| IWM | ISHARES TR | $102.54万 | 0.91% | 3,413 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $99.21万 | 0.88% | 4,552 | -592 | -11.5% | -$12.90万 | 减仓 |
| ITOT | ISHARES TR | $91.74万 | 0.81% | 5,584 | 105 | 1.9% | $1.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $87.58万 | 0.78% | 2,367 | 53 | 2.3% | $1.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $86.90万 | 0.77% | 4,343 | 135 | 3.2% | $2.70万 | 加仓 |
| VST | VISTRA CORP | $81.69万 | 0.73% | 5,150 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $67.47万 | 0.60% | 6,186 | -325 | -5.0% | -$3.54万 | 减仓 |
| — | PACER FDS TR | $57.80万 | 0.51% | 30,149 | -2,370 | -7.3% | -$4.54万 | 减仓 |
| EFA | ISHARES TR | $57.31万 | 0.51% | 5,517 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $56.42万 | 0.50% | 4,946 | -1,364 | -21.6% | -$15.56万 | 减仓 |
| TXN | TEXAS INSTRS INC | $52.85万 | 0.47% | 1,773 | -3 | -0.2% | -$894 | 减仓 |
| GOOG | ALPHABET INC | $51.52万 | 0.46% | 1,458 | 138 | 10.5% | $4.88万 | 加仓 |
| HD | HOME DEPOT INC | $45.95万 | 0.41% | 1,303 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.79万 | 0.39% | 1,620 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $37.23万 | 0.33% | 1,562 | 20 | 1.3% | $4,767 | 加仓 |
| CALF | PACER FDS TR | $31.96万 | 0.28% | 6,314 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.58万 | 0.26% | 2,535 | 430 | 20.4% | $5.02万 | 加仓 |
| CSCO | CISCO SYS INC | $28.01万 | 0.25% | 2,385 | 2,385 | — | $28.01万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $25.04万 | 0.22% | 765 | 2 | 0.3% | $655 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.10万 | 0.21% | 857 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $24.01万 | 0.21% | 1,816 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $21.91万 | 0.19% | 2,144 | 2,144 | — | $21.91万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $21.49万 | 0.19% | 22,136 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $20.19万 | 0.18% | 592 | 592 | — | $20.19万 | 新建仓 |
| TIP | ISHARES TR | $20.14万 | 0.18% | 1,840 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $20.13万 | 0.18% | 1,160 | 1,160 | — | $20.13万 | 新建仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1,760 | -100.0% | -$50.61万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -6,084 | -100.0% | -$21.56万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,248 | -100.0% | -$21.52万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -10 | -100.0% | -$2.32万 | 清仓 |