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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,108.27万 | 12.79% | 73,316 | 53,321 | 266.7% | $1,533.30万 | 加仓 |
| AMZN | AMAZON COM | $1,570.09万 | 9.53% | 75,387 | 58,587 | 348.7% | $1,220.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,565.39万 | 9.50% | 42,288 | 36,063 | 579.3% | $1,334.95万 | 加仓 |
| SO | SOUTHERN COMPANY | $1,383.46万 | 8.39% | 143,334 | 127,434 | 801.5% | $1,229.99万 | 加仓 |
| V | VISA INC | $1,271.39万 | 7.71% | 42,066 | 32,076 | 321.1% | $969.46万 | 加仓 |
| LLY | ELI LILLY | $1,000.00万 | 6.07% | 10,872 | 8,372 | 334.9% | $770.05万 | 加仓 |
| DUK | DUKE ENERGY | $682.74万 | 4.14% | 52,141 | 5,160 | 11.0% | $67.57万 | 重新持有 |
| AAPL | APPLE INC | $673.27万 | 4.08% | 26,529 | 25,729 | 3,216.1% | $652.97万 | 加仓 |
| MCD | MCDONALDS CORP | $627.37万 | 3.81% | 20,186 | 16 | 0.1% | $4,973 | 重新持有 |
| CAT | CATERPILLAR INC | $492.19万 | 2.99% | 6,947 | -90 | -1.3% | -$6.38万 | 重新持有 |
| CHD | CHURCH & DWIGHT | $469.00万 | 2.85% | 50,257 | -457 | -0.9% | -$4.26万 | 重新持有 |
| NVDA | NVIDIA CORP | $425.69万 | 2.58% | 24,409 | 1,620 | 7.1% | $28.25万 | 重新持有 |
| PG | PROCTER & GAMBLE | $423.16万 | 2.57% | 29,297 | 269 | 0.9% | $3.89万 | 重新持有 |
| TXN | TEXAS INSTRUMENTS | $414.74万 | 2.52% | 21,363 | 7,746 | 56.9% | $150.38万 | 重新持有 |
| META | META PLATFORMS | $369.99万 | 2.24% | 6,467 | 1,244 | 23.8% | $71.17万 | 重新持有 |
| UBER | UBER TECHNOLOGIES | $348.34万 | 2.11% | 48,428 | 2,642 | 5.8% | $19.00万 | 重新持有 |
| GD | GENERAL DYNAMICS | $324.87万 | 1.97% | 9,465 | 772 | 8.9% | $26.50万 | 重新持有 |
| IAU | ISHARES GOLD | $246.13万 | 1.49% | 27,919 | 13,931 | 99.6% | $122.82万 | 重新持有 |
| WM | WASTE MANAGEMENT | $202.33万 | 1.23% | 8,805 | 241 | 2.8% | $5.54万 | 重新持有 |
| — | EXXON MOBIL | $198.91万 | 1.21% | 11,724 | -2,431 | -17.2% | -$41.24万 | 重新持有 |
| MA | MASTERCARD INC | $183.35万 | 1.11% | 3,670 | 159 | 4.5% | $7.94万 | 重新持有 |
| WMT | WALMART INC | $154.13万 | 0.94% | 12,402 | -101 | -0.8% | -$1.26万 | 重新持有 |
| XNEAX | NUVEEN AMT | $148.85万 | 0.90% | 132,545 | 104,545 | 373.4% | $117.40万 | 加仓 |
| HD | HOME DEPOT | $111.80万 | 0.68% | 3,399 | -186 | -5.2% | -$6.12万 | 重新持有 |
| INTU | INTUIT INC | $99.29万 | 0.60% | 2,296 | 3 | 0.1% | $1,297 | 重新持有 |
| UNH | UNITEDHEALTH GROUP | $86.67万 | 0.53% | 3,203 | -624 | -16.3% | -$16.89万 | 重新持有 |
| ADBE | ADOBE INC | $86.36万 | 0.52% | 3,553 | -1,154 | -24.5% | -$28.05万 | 重新持有 |
| PREF | PRINCIPAL SPECTRUM | $74.60万 | 0.45% | 39,640 | 1,075 | 2.8% | $2.02万 | 重新持有 |
| PTLC | PACER TRENDPILOT | $59.16万 | 0.36% | 11,278 | 45 | 0.4% | $2,361 | 重新持有 |
| LOW | LOWES COMPANIES | $56.63万 | 0.34% | 2,397 | 225 | 10.4% | $5.32万 | 重新持有 |
| CEG | CONSTELLATION ENERGY | $50.33万 | 0.31% | 1,802 | 274 | 17.9% | $7.65万 | 重新持有 |
| HOOD | ROBINHOOD MARKETS | $45.30万 | 0.27% | 6,536 | 1,251 | 23.7% | $8.67万 | 重新持有 |
| TSLA | TESLA INC | $45.24万 | 0.27% | 1,217 | 113 | 10.2% | $4.20万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR | $35.93万 | 0.22% | 1,063 | 1,063 | — | $35.93万 | 新建仓 |
| PNC | PNC FINANCIAL | $33.29万 | 0.20% | 1,600 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $29.21万 | 0.18% | 1,879 | -35 | -1.8% | -$5,442 | 重新持有 |
| INTC | INTEL CORP | $26.57万 | 0.16% | 6,021 | 6,021 | — | $26.57万 | 新建仓 |
| GOOG | ALPHABET INC | $25.53万 | 0.15% | 890 | 0 | 0.0% | — | 重新持有 |
| KO | COCA COLA COMPANY | $21.97万 | 0.13% | 2,889 | -365 | -11.2% | -$2.78万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $20.98万 | 0.13% | 621 | 621 | — | $20.98万 | 新建仓 |
| POST | POST HOLDINGS | $20.94万 | 0.13% | 2,119 | -490 | -18.8% | -$4.84万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $20.64万 | 0.13% | 844 | 844 | — | $20.64万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES | $19.31万 | 0.12% | 1,320 | 1,320 | — | $19.31万 | 新建仓 |
| ORCL | ORACLE CORP | $16.52万 | 0.10% | 1,123 | 269 | 31.5% | $3.96万 | 重新持有 |
| NZF | NUVEEN MUNICIPAL | $11.92万 | 0.07% | 9,783 | 9,783 | — | $11.92万 | 新建仓 |
| AMD | ADVANCED MICRO | $10.17万 | 0.06% | 500 | 500 | — | $10.17万 | 新建仓 |
| SPTM | STATE STREET | $9.64万 | 0.06% | 1,219 | 1,219 | — | $9.64万 | 新建仓 |
| F | FORD MOTOR | $9.53万 | 0.06% | 8,260 | 8,260 | — | $9.53万 | 新建仓 |
| VLO | VALERO ENERGY | $7.41万 | 0.04% | 300 | 300 | — | $7.41万 | 新建仓 |
| SPMD | STATE STREET | $7.27万 | 0.04% | 1,228 | 1,228 | — | $7.27万 | 新建仓 |
| XLK | STATE STREET | $6.67万 | 0.04% | 502 | 502 | — | $6.67万 | 新建仓 |
| BABA | ALIBABA GROUP | $6.05万 | 0.04% | 483 | 483 | — | $6.05万 | 新建仓 |
| GLD | SPDR GOLD | $5.59万 | 0.03% | 130 | 130 | — | $5.59万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $5.25万 | 0.03% | 1,045 | 1,045 | — | $5.25万 | 新建仓 |
| AFL | AFLAC INC | $4.99万 | 0.03% | 455 | 455 | — | $4.99万 | 新建仓 |
| IJH | ISHARES CORE | $4.90万 | 0.03% | 725 | 725 | — | $4.90万 | 新建仓 |
| ALL | ALLSTATE CORP | $4.77万 | 0.03% | 230 | 230 | — | $4.77万 | 新建仓 |
| MPWR | MONOLITHIC POWER | $4.37万 | 0.03% | 40 | 40 | — | $4.37万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY | $4.36万 | 0.03% | 91 | 91 | — | $4.36万 | 新建仓 |
| LMT | LOCKHEED MARTIN | $4.23万 | 0.03% | 70 | 70 | — | $4.23万 | 新建仓 |
| BND | VANGUARD TOTAL | $4.05万 | 0.02% | 550 | 550 | — | $4.05万 | 新建仓 |
| KMB | KIMBERLY CLARK | $3.86万 | 0.02% | 400 | 400 | — | $3.86万 | 新建仓 |
| COWZ | PACER US | $3.83万 | 0.02% | 612 | 612 | — | $3.83万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL | $3.82万 | 0.02% | 424 | 424 | — | $3.82万 | 新建仓 |
| NVG | NUVEEN AMT | $3.62万 | 0.02% | 2,936 | 2,936 | — | $3.62万 | 新建仓 |
| IVV | ISHARES CORE | $3.40万 | 0.02% | 52 | 52 | — | $3.40万 | 新建仓 |
| STZ | CONSTELLATION BRANDS | $3.00万 | 0.02% | 200 | 200 | — | $3.00万 | 新建仓 |
| JPM | JPMORGAN CHASE | $2.94万 | 0.02% | 100 | 100 | — | $2.94万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY | $2.91万 | 0.02% | 294 | 294 | — | $2.91万 | 新建仓 |
| MRK | MERCK & COMPANY | $2.65万 | 0.02% | 220 | 220 | — | $2.65万 | 新建仓 |
| BAC | BANK AMERICA | $2.40万 | 0.01% | 493 | 493 | — | $2.40万 | 新建仓 |
| ED | CONSOLIDATED EDISON | $2.26万 | 0.01% | 200 | 200 | — | $2.26万 | 新建仓 |
| QQQ | INVESCO QQQ | $2.16万 | 0.01% | 38 | 38 | — | $2.16万 | 新建仓 |
| WY | WEYERHAEUSER CO | $2.04万 | 0.01% | 834 | 834 | — | $2.04万 | 新建仓 |
| AMAT | APPLIED MATERIALS | $2.02万 | 0.01% | 59 | 59 | — | $2.02万 | 新建仓 |
| AVGO | BROADCOM INC | $2.01万 | 0.01% | 65 | 65 | — | $2.01万 | 新建仓 |
| VTV | VANGUARD VALUE | $2.00万 | 0.01% | 102 | 102 | — | $2.00万 | 新建仓 |
| ET | ENERGY TRANSFER | $1.95万 | 0.01% | 1,010 | 1,010 | — | $1.95万 | 新建仓 |
| DIS | WALT DISNEY | $1.94万 | 0.01% | 201 | 201 | — | $1.94万 | 新建仓 |
| RSP | INVESCO S&P | $1.92万 | 0.01% | 100 | 100 | — | $1.92万 | 新建仓 |
| BP | BP PLC | $1.88万 | 0.01% | 400 | 400 | — | $1.88万 | 新建仓 |
| ADI | ANALOG DEVICES | $1.72万 | 0.01% | 54 | 54 | — | $1.72万 | 新建仓 |
| DELL | DELL TECHNOLOGIES | $1.66万 | 0.01% | 101 | 101 | — | $1.66万 | 新建仓 |
| CAH | CARDINAL HEALTH | $1.57万 | 0.01% | 75 | 75 | — | $1.57万 | 新建仓 |
| QQQM | INVESCO NASDAQ | $1.52万 | 0.01% | 64 | 64 | — | $1.52万 | 新建仓 |
| SPLV | INVESCO S&P | $1.49万 | 0.01% | 204 | 204 | — | $1.49万 | 新建仓 |
| IVR | INVESCO MORTGAGE | $1.45万 | 0.01% | 1,794 | 1,794 | — | $1.45万 | 新建仓 |
| IEFA | ISHARES CORE | $1.40万 | 0.01% | 155 | 155 | — | $1.40万 | 新建仓 |
| GM | GENERAL MOTORS | $1.38万 | 0.01% | 185 | 185 | — | $1.38万 | 新建仓 |
| — | DIAMEDICA THERAPEUTICS | $1.35万 | 0.01% | 2,001 | 2,001 | — | $1.35万 | 新建仓 |
| NFLX | NETFLIX INC | $1.35万 | 0.01% | 140 | 140 | — | $1.35万 | 新建仓 |
| CDNS | CADENCE DESIGN | $1.33万 | 0.01% | 48 | 48 | — | $1.33万 | 新建仓 |
| ECL | ECOLAB INC | $1.30万 | 0.01% | 49 | 49 | — | $1.30万 | 新建仓 |
| VOO | VANGUARD S&P | $1.25万 | 0.01% | 21 | 21 | — | $1.25万 | 新建仓 |
| IUSG | ISHARES S&P | $1.18万 | 0.01% | 76 | 76 | — | $1.18万 | 新建仓 |
| VRSK | VERISK ANALYTICS | $1.14万 | 0.01% | 60 | 60 | — | $1.14万 | 新建仓 |
| LH | LABCORP HOLDINGS | $1.04万 | 0.01% | 39 | 39 | — | $1.04万 | 新建仓 |
| C | CITIGROUP INC | $9,748 | 0.01% | 86 | 86 | — | $9,748 | 新建仓 |
| SHW | SHERWIN WILLIAMS | $9,617 | 0.01% | 30 | 30 | — | $9,617 | 新建仓 |
| UL | UNILEVER PLC | $9,286 | 0.01% | 163 | 163 | — | $9,286 | 新建仓 |