CAPITAL & PLANNING, LLC
JONESBORO GA · SEC CIK 0002053750
$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
26Q1
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GIS | GENERAL MILLS | $9,044 | 0.01% | 243 | 243 | — | $9,044 | 新建仓 |
| ALLY | ALLY FINANCIAL | $8,709 | 0.01% | 222 | 222 | — | $8,709 | 新建仓 |
| CRM | SALESFORCE INC | $8,400 | 0.01% | 45 | 45 | — | $8,400 | 新建仓 |
| SHOP | SHOPIFY INC | $8,185 | 0.00% | 69 | 69 | — | $8,185 | 新建仓 |
| FDL | FIRST TRUST | $7,620 | 0.00% | 150 | 150 | — | $7,620 | 新建仓 |
| PANW | PALO ALTO | $7,375 | 0.00% | 46 | 46 | — | $7,375 | 新建仓 |
| ANET | ARISTA NETWORKS | $7,367 | 0.00% | 60 | 60 | — | $7,367 | 新建仓 |
| — | TOPBUILD CORP | $7,026 | 0.00% | 20 | 20 | — | $7,026 | 新建仓 |
| NEE | NEXTERA ENERGY | $6,966 | 0.00% | 75 | 75 | — | $6,966 | 新建仓 |
| FNDX | SCHWAB FUNDAMENTAL | $6,935 | 0.00% | 249 | 249 | — | $6,935 | 新建仓 |
| DHI | DR HORTON | $6,861 | 0.00% | 50 | 50 | — | $6,861 | 新建仓 |
| FICO | FAIR ISAAC | $6,405 | 0.00% | 6 | 6 | — | $6,405 | 新建仓 |
| VGT | VANGUARD INFORMATION | $6,327 | 0.00% | 9 | 9 | — | $6,327 | 新建仓 |
| IVW | ISHARES S&P | $6,301 | 0.00% | 56 | 56 | — | $6,301 | 新建仓 |
| O | REALTY INCOME | $6,118 | 0.00% | 100 | 100 | — | $6,118 | 新建仓 |
| VV | VANGUARD LARGE | $5,553 | 0.00% | 19 | 19 | — | $5,553 | 新建仓 |
| SDIV | GLOBAL SUPERDIVIDEND | $5,406 | 0.00% | 214 | 214 | — | $5,406 | 新建仓 |
| PRU | PRUDENTIAL FINANCIAL | $5,373 | 0.00% | 55 | 55 | — | $5,373 | 新建仓 |
| CCL | CARNIVAL CORP | $5,176 | 0.00% | 200 | 200 | — | $5,176 | 新建仓 |
| TTEK | TETRA TECH | $5,120 | 0.00% | 170 | 170 | — | $5,120 | 新建仓 |
| RTX | RTX CORP | $4,823 | 0.00% | 25 | 25 | — | $4,823 | 新建仓 |
| PHM | PULTEGROUP INC | $4,704 | 0.00% | 40 | 40 | — | $4,704 | 新建仓 |
| SPY | STATE STREET | $4,552 | 0.00% | 7 | 7 | — | $4,552 | 新建仓 |
| LRCX | LAM RESEARCH | $4,273 | 0.00% | 20 | 20 | — | $4,273 | 新建仓 |
| DOW | DOW INC | $4,165 | 0.00% | 100 | 100 | — | $4,165 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE | $3,950 | 0.00% | 20 | 20 | — | $3,950 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS | $3,937 | 0.00% | 20 | 20 | — | $3,937 | 新建仓 |
| ETN | EATON CORP | $3,934 | 0.00% | 11 | 11 | — | $3,934 | 新建仓 |
| SPG | SIMON PROPERTY | $3,731 | 0.00% | 20 | 20 | — | $3,731 | 新建仓 |
| IJR | ISHARES CORE | $3,532 | 0.00% | 28 | 28 | — | $3,532 | 新建仓 |
| VUG | VANGUARD GROWTH | $3,494 | 0.00% | 8 | 8 | — | $3,494 | 新建仓 |
| MCK | MCKESSON CORP | $3,461 | 0.00% | 4 | 4 | — | $3,461 | 新建仓 |
| VO | VANGUARD MID | $3,446 | 0.00% | 12 | 12 | — | $3,446 | 新建仓 |
| NSC | NORFOLK SOUTHERN | $3,444 | 0.00% | 12 | 12 | — | $3,444 | 新建仓 |
| SLV | ISHARES SILVER | $3,407 | 0.00% | 50 | 50 | — | $3,407 | 新建仓 |
| TT | TRANE TECHNOLOGIES | $3,334 | 0.00% | 8 | 8 | — | $3,334 | 新建仓 |
| PGR | PROGRESSIVE CORP | $3,172 | 0.00% | 16 | 16 | — | $3,172 | 新建仓 |
| PWR | QUANTA SERVICES | $2,745 | 0.00% | 5 | 5 | — | $2,745 | 新建仓 |
| XLV | STATE STREET | $2,598 | 0.00% | 18 | 18 | — | $2,598 | 新建仓 |
| VOOG | VANGUARD S&P | $2,446 | 0.00% | 6 | 6 | — | $2,446 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY | $2,425 | 0.00% | 5 | 5 | — | $2,425 | 新建仓 |
| TDG | TRANSDIGM GROUP | $2,318 | 0.00% | 2 | 2 | — | $2,318 | 新建仓 |
| BX | BLACKSTONE INC | $2,300 | 0.00% | 20 | 20 | — | $2,300 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS | $2,233 | 0.00% | 5 | 5 | — | $2,233 | 新建仓 |
| MGK | VANGUARD MEGA | $2,205 | 0.00% | 6 | 6 | — | $2,205 | 新建仓 |
| IWF | ISHARES RUSSELL | $2,158 | 0.00% | 5 | 5 | — | $2,158 | 新建仓 |
| XLF | STATE STREET | $2,156 | 0.00% | 44 | 44 | — | $2,156 | 新建仓 |
| SNPS | SYNOPSYS INC | $1,586 | 0.00% | 4 | 4 | — | $1,586 | 新建仓 |
| VOT | VANGUARD MID | $1,544 | 0.00% | 6 | 6 | — | $1,544 | 新建仓 |
| SPYV | STATE STREET | $1,539 | 0.00% | 27 | 27 | — | $1,539 | 新建仓 |
| KKR | KKR & CO | $1,480 | 0.00% | 16 | 16 | — | $1,480 | 新建仓 |
| CMG | CHIPOTLE MEXICAN | $1,280 | 0.00% | 40 | 40 | — | $1,280 | 新建仓 |
| SBUX | STARBUCKS CORP | $1,254 | 0.00% | 14 | 14 | — | $1,254 | 新建仓 |
| ISCG | ISHARES MORNINGSTAR | $1,096 | 0.00% | 20 | 20 | — | $1,096 | 新建仓 |
| GWW | GRAINGER W W | $1,091 | 0.00% | 1 | 1 | — | $1,091 | 新建仓 |
| NOW | SERVICENOW INC | $1,046 | 0.00% | 10 | 10 | — | $1,046 | 新建仓 |
| VTI | VANGUARD TOTAL | $962 | 0.00% | 3 | 3 | — | $962 | 新建仓 |
| DJT | TRUMP MEDIA | $807 | 0.00% | 87 | 87 | — | $807 | 新建仓 |
| RBLX | ROBLOX CORP | $566 | 0.00% | 10 | 10 | — | $566 | 新建仓 |
| ONON | ON HOLDING | $510 | 0.00% | 15 | 15 | — | $510 | 新建仓 |
| CELH | CELSIUS HOLDINGS | $461 | 0.00% | 13 | 13 | — | $461 | 新建仓 |
| IRON | DISC MEDICINE | $384 | 0.00% | 6 | 6 | — | $384 | 新建仓 |
| SOUN | SOUNDHOUND AI | $344 | 0.00% | 50 | 50 | — | $344 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE | $301 | 0.00% | 20 | 20 | — | $301 | 新建仓 |
| GLW | CORNING INC | $272 | 0.00% | 2 | 2 | — | $272 | 新建仓 |
| KODK | EASTMAN KODAK | $226 | 0.00% | 25 | 25 | — | $226 | 新建仓 |
| GILD | GILEAD SCIENCES | $139 | 0.00% | 1 | 1 | — | $139 | 新建仓 |
| — | WARNER BROS | $137 | 0.00% | 5 | 5 | — | $137 | 新建仓 |
| SPYG | STATE STREET | $98 | 0.00% | 1 | 1 | — | $98 | 新建仓 |
| XLU | STATE STREET | $92 | 0.00% | 2 | 2 | — | $92 | 新建仓 |
| SHAK | SHAKE SHACK | $88 | 0.00% | 1 | 1 | — | $88 | 新建仓 |
| DKNG | DRAFTKINGS INC | $86 | 0.00% | 4 | 4 | — | $86 | 新建仓 |