Partners in Financial Planning
SALEM VA · SEC CIK 0002054264
$6.60亿2026Q2 申报市值
131持仓数
68.6%前十大占比 · 第一大 11.8%
10 / 2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
BNDX 加仓+$251.09万
SPY 加仓+$157.02万
VTEB 加仓+$130.26万
BND 加仓+$121.07万
BSV 加仓+$90.45万
2026Q2 卖出最多 按季末市值估算
VTV 减仓-$165.95万
VEA 减仓-$126.24万
VBR 减仓-$55.55万
SPTS 减仓-$28.44万
VGIT 清仓-$21.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,543 | -100.0% | -$21.10万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,309 | -100.0% | -$20.32万 | 清仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $20.09万 | 0.03% | 1,017 | 1,017 | — | $20.09万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $20.30万 | 0.03% | 2,973 | 2,973 | — | $20.30万 | 新建仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $20.60万 | 0.03% | 3,046 | 3,046 | — | $20.60万 | 新建仓 |
| PFE | PFIZER INC COM | $20.72万 | 0.03% | 8,604 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $21.44万 | 0.03% | 3,707 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $21.61万 | 0.03% | 1,959 | 1,959 | — | $21.61万 | 新建仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $21.90万 | 0.03% | 1,656 | 1 | 0.1% | $132 | 重新持有 |
| SLV | ISHARES SILVER TRUST | $21.97万 | 0.03% | 4,108 | 83 | 2.1% | $4,438 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $22.25万 | 0.03% | 3,175 | 3,175 | — | $22.25万 | 新建仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $22.36万 | 0.03% | 2,525 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $22.38万 | 0.03% | 8,557 | 40 | 0.5% | $1,046 | 加仓 |
| SO | SOUTHERN CO COM | $22.84万 | 0.03% | 2,386 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $23.13万 | 0.04% | 796 | 796 | — | $23.13万 | 新建仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $23.32万 | 0.04% | 2,588 | 2,588 | — | $23.32万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $24.46万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $24.84万 | 0.04% | 1,632 | 1,632 | — | $24.84万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $25.40万 | 0.04% | 2,799 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $26.05万 | 0.04% | 611 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $26.50万 | 0.04% | 6,262 | 12 | 0.2% | $508 | 加仓 |
| CAT | CATERPILLAR INC COM | $27.05万 | 0.04% | 254 | 254 | — | $27.05万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $27.91万 | 0.04% | 1,262 | 1 | 0.1% | $221 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $28.64万 | 0.04% | 2,934 | 15 | 0.5% | $1,464 | 加仓 |
| RTX | RTX CORPORATION COM | $29.92万 | 0.05% | 1,577 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $30.07万 | 0.05% | 4,045 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $30.95万 | 0.05% | 1,363 | 2 | 0.1% | $454 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $31.00万 | 0.05% | 1,545 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $31.51万 | 0.05% | 13,625 | 238 | 1.8% | $5,505 | 加仓 |
| URI | UNITED RENTALS INC COM | $31.72万 | 0.05% | 280 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $32.64万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $32.71万 | 0.05% | 3,948 | 24 | 0.6% | $1,988 | 加仓 |
| NKE | NIKE INC CL B | $32.74万 | 0.05% | 7,976 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $33.14万 | 0.05% | 1,317 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $33.80万 | 0.05% | 8,193 | 93 | 1.1% | $3,836 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $35.16万 | 0.05% | 7,096 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $35.32万 | 0.05% | 627 | 3 | 0.5% | $1,690 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $35.60万 | 0.05% | 5,204 | -787 | -13.1% | -$5.38万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $37.24万 | 0.06% | 1,954 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD CORE BOND ETF | $37.93万 | 0.06% | 4,911 | 33 | 0.7% | $2,549 | 加仓 |
| MCD | MCDONALDS CORP COM | $38.17万 | 0.06% | 1,412 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $40.33万 | 0.06% | 1,317 | 1 | 0.1% | $306 | 加仓 |
| CARE | CARTER BANKSHARES INC COM NEW | $41.83万 | 0.06% | 12,299 | -221 | -1.8% | -$7,516 | 减仓 |
| AVGO | BROADCOM INC COM | $42.35万 | 0.06% | 1,121 | 9 | 0.8% | $3,400 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $42.87万 | 0.06% | 2,890 | -327 | -10.2% | -$4.85万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $42.99万 | 0.07% | 13,823 | -81 | -0.6% | -$2,519 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $43.55万 | 0.07% | 5,648 | 31 | 0.6% | $2,391 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $44.82万 | 0.07% | 12,793 | 382 | 3.1% | $1.34万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $46.93万 | 0.07% | 3,205 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $47.64万 | 0.07% | 8,819 | 84 | 1.0% | $4,538 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $48.04万 | 0.07% | 2,919 | 3 | 0.1% | $494 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $48.27万 | 0.07% | 3,510 | 1 | 0.0% | $138 | 加仓 |
| UDR | UDR INC COM | $49.37万 | 0.07% | 12,368 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $51.38万 | 0.08% | 2,163 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $51.60万 | 0.08% | 2,425 | 2,425 | — | $51.60万 | 新建仓 |
| LOW | LOWES COS INC COM | $52.91万 | 0.08% | 2,400 | 1 | 0.0% | $220 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $55.91万 | 0.08% | 14,413 | 51 | 0.4% | $1,978 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $56.72万 | 0.09% | 5,730 | 16 | 0.3% | $1,584 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $60.21万 | 0.09% | 4,106 | 8 | 0.2% | $1,173 | 加仓 |
| CVS | CVS HEALTH CORP COM | $60.91万 | 0.09% | 5,888 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $67.73万 | 0.10% | 2,667 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $71.93万 | 0.11% | 17,889 | 345 | 2.0% | $1.39万 | 加仓 |
| WMT | WALMART INC COM | $72.23万 | 0.11% | 6,377 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $73.56万 | 0.11% | 4,066 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $75.17万 | 0.11% | 15,816 | 0 | 0.0% | — | 不变 |
| — | NATIONAL BANKSHARES INC VA COM | $77.86万 | 0.12% | 21,431 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $83.77万 | 0.13% | 1,674 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $83.95万 | 0.13% | 2,349 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $85.14万 | 0.13% | 11,250 | 735 | 7.0% | $5.56万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $85.17万 | 0.13% | 17,096 | 25 | 0.1% | $1,246 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $89.50万 | 0.14% | 9,267 | 211 | 2.3% | $2.04万 | 加仓 |
| GLW | CORNING INC COM | $91.98万 | 0.14% | 3,601 | -30 | -0.8% | -$7,663 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $92.01万 | 0.14% | 20,741 | -159 | -0.8% | -$7,053 | 减仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $92.38万 | 0.14% | 19,112 | 3,152 | 19.7% | $15.23万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $92.52万 | 0.14% | 25,113 | 199 | 0.8% | $7,331 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $93.74万 | 0.14% | 2,142 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $96.67万 | 0.15% | 2,736 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $97.83万 | 0.15% | 2,623 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $101.08万 | 0.15% | 4,170 | 5 | 0.1% | $1,212 | 加仓 |
| GE | GE AEROSPACE COM NEW | $101.51万 | 0.15% | 2,716 | -30 | -1.1% | -$1.12万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $102.27万 | 0.16% | 9,845 | -1,338 | -12.0% | -$13.90万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $104.79万 | 0.16% | 11,584 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $106.13万 | 0.16% | 1,417 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $115.72万 | 0.18% | 985 | -8 | -0.8% | -$9,399 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $116.55万 | 0.18% | 40,176 | -9,803 | -19.6% | -$28.44万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $119.45万 | 0.18% | 5,033 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $124.15万 | 0.19% | 16,186 | -1,934 | -10.7% | -$14.83万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $126.54万 | 0.19% | 7,634 | 1 | 0.0% | $166 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $126.79万 | 0.19% | 18,138 | -1,000 | -5.2% | -$6.99万 | 减仓 |
| TSLA | TESLA INC COM | $128.96万 | 0.20% | 3,066 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $131.61万 | 0.20% | 29,335 | -397 | -1.3% | -$1.78万 | 减仓 |
| AMZN | AMAZON COM INC COM | $135.26万 | 0.21% | 5,675 | -32 | -0.6% | -$7,627 | 减仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $143.31万 | 0.22% | 18,948 | 31 | 0.2% | $2,345 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $146.68万 | 0.22% | 17,158 | -1,373 | -7.4% | -$11.74万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $147.13万 | 0.22% | 6,412 | -220 | -3.3% | -$5.05万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $154.40万 | 0.23% | 1,600 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $164.55万 | 0.25% | 13,252 | 4 | 0.0% | $497 | 加仓 |
| AAPL | APPLE INC COM | $171.33万 | 0.26% | 5,921 | -225 | -3.7% | -$6.51万 | 减仓 |
| — | EXXONMOBIL HOLDINGS CORP COM SHS | $172.58万 | 0.26% | 12,623 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $203.78万 | 0.31% | 6,723 | 8 | 0.1% | $2,425 | 加仓 |