13F 机构持仓

CAPITAL & PLANNING, LLC

JONESBORO GA · SEC CIK 0002053750

2026Q22026Q1 更早 9 个季度 🔒
$1.65亿2026Q1 申报市值
172持仓数
69.0%前十大占比 · 第一大 12.8%
133 / 0新建仓 / 清仓
申报市值走势$1.65亿2026Q1
26Q1

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 12.8%
AMZN 9.5%
MSFT 9.5%
SO 8.4%
V 7.7%
LLY 6.1%
DUK 4.1%
AAPL 4.1%
MCD 3.8%
CAT 3.0%

2026Q1 买入最多 按季末市值估算

GOOGL 加仓+$1,533.30万
MSFT 加仓+$1,334.95万
SO 加仓+$1,229.99万
AMZN 加仓+$1,220.19万
V 加仓+$969.46万

2026Q1 卖出最多 按季末市值估算

EXXON MOBIL 重新持有-$41.24万
ADBE 重新持有-$28.05万
UNH 重新持有-$16.89万
CAT 重新持有-$6.38万
HD 重新持有-$6.12万

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
DKNG DRAFTKINGS INC $860.00%4 4— $86 新建仓
SHAK SHAKE SHACK $880.00%1 1— $88 新建仓
XLU STATE STREET $920.00%2 2— $92 新建仓
SPYG STATE STREET $980.00%1 1— $98 新建仓
— WARNER BROS $1370.00%5 5— $137 新建仓
GILD GILEAD SCIENCES $1390.00%1 1— $139 新建仓
KODK EASTMAN KODAK $2260.00%25 25— $226 新建仓
GLW CORNING INC $2720.00%2 2— $272 新建仓
RIVN RIVIAN AUTOMOTIVE $3010.00%20 20— $301 新建仓
SOUN SOUNDHOUND AI $3440.00%50 50— $344 新建仓
IRON DISC MEDICINE $3840.00%6 6— $384 新建仓
CELH CELSIUS HOLDINGS $4610.00%13 13— $461 新建仓
ONON ON HOLDING $5100.00%15 15— $510 新建仓
RBLX ROBLOX CORP $5660.00%10 10— $566 新建仓
DJT TRUMP MEDIA $8070.00%87 87— $807 新建仓
VTI VANGUARD TOTAL $9620.00%3 3— $962 新建仓
NOW SERVICENOW INC $1,0460.00%10 10— $1,046 新建仓
GWW GRAINGER W W $1,0910.00%1 1— $1,091 新建仓
ISCG ISHARES MORNINGSTAR $1,0960.00%20 20— $1,096 新建仓
SBUX STARBUCKS CORP $1,2540.00%14 14— $1,254 新建仓
CMG CHIPOTLE MEXICAN $1,2800.00%40 40— $1,280 新建仓
KKR KKR & CO $1,4800.00%16 16— $1,480 新建仓
SPYV STATE STREET $1,5390.00%27 27— $1,539 新建仓
VOT VANGUARD MID $1,5440.00%6 6— $1,544 新建仓
SNPS SYNOPSYS INC $1,5860.00%4 4— $1,586 新建仓
XLF STATE STREET $2,1560.00%44 44— $2,156 新建仓
IWF ISHARES RUSSELL $2,1580.00%5 5— $2,158 新建仓
MGK VANGUARD MEGA $2,2050.00%6 6— $2,205 新建仓
VRTX VERTEX PHARMACEUTICALS $2,2330.00%5 5— $2,233 新建仓
BX BLACKSTONE INC $2,3000.00%20 20— $2,300 新建仓
TDG TRANSDIGM GROUP $2,3180.00%2 2— $2,318 新建仓
SPOT SPOTIFY TECHNOLOGY $2,4250.00%5 5— $2,425 新建仓
VOOG VANGUARD S&P $2,4460.00%6 6— $2,446 新建仓
XLV STATE STREET $2,5980.00%18 18— $2,598 新建仓
PWR QUANTA SERVICES $2,7450.00%5 5— $2,745 新建仓
PGR PROGRESSIVE CORP $3,1720.00%16 16— $3,172 新建仓
TT TRANE TECHNOLOGIES $3,3340.00%8 8— $3,334 新建仓
SLV ISHARES SILVER $3,4070.00%50 50— $3,407 新建仓
NSC NORFOLK SOUTHERN $3,4440.00%12 12— $3,444 新建仓
VO VANGUARD MID $3,4460.00%12 12— $3,446 新建仓
MCK MCKESSON CORP $3,4610.00%4 4— $3,461 新建仓
VUG VANGUARD GROWTH $3,4940.00%8 8— $3,494 新建仓
IJR ISHARES CORE $3,5320.00%28 28— $3,532 新建仓
SPG SIMON PROPERTY $3,7310.00%20 20— $3,731 新建仓
ETN EATON CORP $3,9340.00%11 11— $3,934 新建仓
NXPI NXP SEMICONDUCTORS $3,9370.00%20 20— $3,937 新建仓
TTWO TAKE-TWO INTERACTIVE $3,9500.00%20 20— $3,950 新建仓
DOW DOW INC $4,1650.00%100 100— $4,165 新建仓
LRCX LAM RESEARCH $4,2730.00%20 20— $4,273 新建仓
SPY STATE STREET $4,5520.00%7 7— $4,552 新建仓
PHM PULTEGROUP INC $4,7040.00%40 40— $4,704 新建仓
RTX RTX CORP $4,8230.00%25 25— $4,823 新建仓
TTEK TETRA TECH $5,1200.00%170 170— $5,120 新建仓
CCL CARNIVAL CORP $5,1760.00%200 200— $5,176 新建仓
PRU PRUDENTIAL FINANCIAL $5,3730.00%55 55— $5,373 新建仓
SDIV GLOBAL SUPERDIVIDEND $5,4060.00%214 214— $5,406 新建仓
VV VANGUARD LARGE $5,5530.00%19 19— $5,553 新建仓
O REALTY INCOME $6,1180.00%100 100— $6,118 新建仓
IVW ISHARES S&P $6,3010.00%56 56— $6,301 新建仓
VGT VANGUARD INFORMATION $6,3270.00%9 9— $6,327 新建仓
FICO FAIR ISAAC $6,4050.00%6 6— $6,405 新建仓
DHI DR HORTON $6,8610.00%50 50— $6,861 新建仓
FNDX SCHWAB FUNDAMENTAL $6,9350.00%249 249— $6,935 新建仓
NEE NEXTERA ENERGY $6,9660.00%75 75— $6,966 新建仓
— TOPBUILD CORP $7,0260.00%20 20— $7,026 新建仓
ANET ARISTA NETWORKS $7,3670.00%60 60— $7,367 新建仓
PANW PALO ALTO $7,3750.00%46 46— $7,375 新建仓
FDL FIRST TRUST $7,6200.00%150 150— $7,620 新建仓
SHOP SHOPIFY INC $8,1850.00%69 69— $8,185 新建仓
CRM SALESFORCE INC $8,4000.01%45 45— $8,400 新建仓
ALLY ALLY FINANCIAL $8,7090.01%222 222— $8,709 新建仓
GIS GENERAL MILLS $9,0440.01%243 243— $9,044 新建仓
UL UNILEVER PLC $9,2860.01%163 163— $9,286 新建仓
SHW SHERWIN WILLIAMS $9,6170.01%30 30— $9,617 新建仓
C CITIGROUP INC $9,7480.01%86 86— $9,748 新建仓
LH LABCORP HOLDINGS $1.04万0.01%39 39— $1.04万 新建仓
VRSK VERISK ANALYTICS $1.14万0.01%60 60— $1.14万 新建仓
IUSG ISHARES S&P $1.18万0.01%76 76— $1.18万 新建仓
VOO VANGUARD S&P $1.25万0.01%21 21— $1.25万 新建仓
ECL ECOLAB INC $1.30万0.01%49 49— $1.30万 新建仓
CDNS CADENCE DESIGN $1.33万0.01%48 48— $1.33万 新建仓
NFLX NETFLIX INC $1.35万0.01%140 140— $1.35万 新建仓
— DIAMEDICA THERAPEUTICS $1.35万0.01%2,001 2,001— $1.35万 新建仓
GM GENERAL MOTORS $1.38万0.01%185 185— $1.38万 新建仓
IEFA ISHARES CORE $1.40万0.01%155 155— $1.40万 新建仓
IVR INVESCO MORTGAGE $1.45万0.01%1,794 1,794— $1.45万 新建仓
SPLV INVESCO S&P $1.49万0.01%204 204— $1.49万 新建仓
QQQM INVESCO NASDAQ $1.52万0.01%64 64— $1.52万 新建仓
CAH CARDINAL HEALTH $1.57万0.01%75 75— $1.57万 新建仓
DELL DELL TECHNOLOGIES $1.66万0.01%101 101— $1.66万 新建仓
ADI ANALOG DEVICES $1.72万0.01%54 54— $1.72万 新建仓
BP BP PLC $1.88万0.01%400 400— $1.88万 新建仓
RSP INVESCO S&P $1.92万0.01%100 100— $1.92万 新建仓
DIS WALT DISNEY $1.94万0.01%201 201— $1.94万 新建仓
ET ENERGY TRANSFER $1.95万0.01%1,010 1,010— $1.95万 新建仓
VTV VANGUARD VALUE $2.00万0.01%102 102— $2.00万 新建仓
AVGO BROADCOM INC $2.01万0.01%65 65— $2.01万 新建仓
AMAT APPLIED MATERIALS $2.02万0.01%59 59— $2.02万 新建仓
WY WEYERHAEUSER CO $2.04万0.01%834 834— $2.04万 新建仓
QQQ INVESCO QQQ $2.16万0.01%38 38— $2.16万 新建仓