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 |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | $29.44万 | 0.05% | 4,045 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $29.20万 | 0.05% | 12,520 | -342 | -2.7% | -$7,975 | 减仓 |
| UNP | UNION PAC CORP | $29.11万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $28.74万 | 0.05% | 1,361 | -12 | -0.9% | -$2,534 | 减仓 |
| ABT | ABBOTT LABS | $28.73万 | 0.05% | 2,799 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $28.64万 | 0.05% | 1,317 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $28.19万 | 0.05% | 1,545 | -100 | -6.1% | -$1.82万 | 减仓 |
| SLV | ISHARES SILVER TR | $27.43万 | 0.05% | 4,025 | 287 | 7.7% | $1.96万 | 加仓 |
| IEMG | ISHARES INC | $27.37万 | 0.05% | 3,924 | 445 | 12.8% | $3.10万 | 加仓 |
| AOA | ISHARES TR | $25.83万 | 0.04% | 2,919 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.16万 | 0.04% | 8,604 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $23.91万 | 0.04% | 1,261 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $23.03万 | 0.04% | 2,386 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $22.65万 | 0.04% | 611 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $22.44万 | 0.04% | 3,400 | 0 | 0.0% | — | 重新持有 |
| AUB | ATLANTIC UN BANKSHARES CORP | $22.34万 | 0.04% | 6,250 | 12 | 0.2% | $429 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $21.37万 | 0.04% | 3,707 | 151 | 4.2% | $8,704 | 重新持有 |
| VGIT | VANGUARD SCOTTSDALE FDS | $21.10万 | 0.03% | 3,543 | 18 | 0.5% | $1,072 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.81万 | 0.03% | 2,525 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $20.40万 | 0.03% | 280 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.32万 | 0.03% | 1,309 | 1,309 | — | $20.32万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.14万 | 0.03% | 8,517 | 8,517 | — | $20.14万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |