Partners in Financial Planning
SALEM VA · SEC CIK 0002054264
$6.03亿2026Q1 申报市值
122持仓数
69.4%前十大占比 · 第一大 12.8%
6 / 0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
BND 加仓+$458.46万
BNDX 加仓+$351.27万
VUG 加仓+$101.68万
BSV 加仓+$93.66万
MUB 加仓+$90.59万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$13.92万
VSS 减仓-$13.53万
AAPL 减仓-$10.02万
VWO 减仓-$7.58万
MCD 减仓-$6.22万
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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $334.29万 | 0.55% | 71,261 | 2,894 | 4.2% | $13.58万 | 加仓 |
| SCZ | ISHARES TR | $390.88万 | 0.65% | 49,851 | -537 | -1.1% | -$4.21万 | 减仓 |
| SPYV | SPDR SER TR | $396.95万 | 0.66% | 70,158 | 193 | 0.3% | $1.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $404.34万 | 0.67% | 14,080 | -82 | -0.6% | -$2.35万 | 减仓 |
| SPYG | SPDR SER TR | $419.32万 | 0.70% | 42,827 | -102 | -0.2% | -$9,987 | 减仓 |
| VOO | VANGUARD INDEX FDS | $652.45万 | 1.08% | 10,919 | 344 | 3.3% | $20.56万 | 加仓 |
| MUB | ISHARES TR | $683.04万 | 1.13% | 64,347 | 8,534 | 15.3% | $90.59万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $805.77万 | 1.34% | 97,374 | 3,540 | 3.8% | $29.29万 | 加仓 |
| SUB | ISHARES TR | $1,088.44万 | 1.81% | 102,201 | 1,961 | 2.0% | $20.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,126.08万 | 1.87% | 35,101 | -434 | -1.2% | -$13.92万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,180.41万 | 1.96% | 236,605 | 6,419 | 2.8% | $32.02万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,323.74万 | 2.20% | 289,975 | -431 | -0.1% | -$1.97万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,396.93万 | 2.32% | 157,522 | 1,786 | 1.1% | $15.84万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,541.41万 | 2.56% | 105,728 | -928 | -0.9% | -$13.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,653.18万 | 2.74% | 305,861 | -1,402 | -0.5% | -$7.58万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,020.10万 | 3.35% | 66,835 | 789 | 1.2% | $23.85万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,213.54万 | 3.67% | 101,889 | 280 | 0.3% | $6.08万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,743.09万 | 6.21% | 477,374 | 11,945 | 2.6% | $93.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,058.95万 | 8.39% | 789,474 | 12,009 | 1.5% | $76.95万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,941.59万 | 9.85% | 1,236,589 | 73,107 | 6.3% | $351.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,955.44万 | 9.88% | 136,346 | 2,328 | 1.7% | $101.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,027.04万 | 10.00% | 307,188 | 2,311 | 0.8% | $45.34万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $7,706.96万 | 12.78% | 1,046,572 | 62,257 | 6.3% | $458.46万 | 加仓 |