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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC CL B | $32.74万 | 0.05% | 7,976 | 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 |
| UNP | UNION PAC CORP COM | $32.64万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $31.72万 | 0.05% | 280 | 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 |
| COF | CAPITAL ONE FINL CORP COM | $31.00万 | 0.05% | 1,545 | 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 |
| WMB | WILLIAMS COS INC COM | $30.07万 | 0.05% | 4,045 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $29.92万 | 0.05% | 1,577 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $28.64万 | 0.04% | 2,934 | 15 | 0.5% | $1,464 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $27.91万 | 0.04% | 1,262 | 1 | 0.1% | $221 | 加仓 |
| CAT | CATERPILLAR INC COM | $27.05万 | 0.04% | 254 | 254 | — | $27.05万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $26.50万 | 0.04% | 6,262 | 12 | 0.2% | $508 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $26.05万 | 0.04% | 611 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $25.40万 | 0.04% | 2,799 | 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 |
| MO | ALTRIA GROUP INC COM | $24.46万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $23.32万 | 0.04% | 2,588 | 2,588 | — | $23.32万 | 新建仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $23.13万 | 0.04% | 796 | 796 | — | $23.13万 | 新建仓 |
| SO | SOUTHERN CO COM | $22.84万 | 0.03% | 2,386 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $22.38万 | 0.03% | 8,557 | 40 | 0.5% | $1,046 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $22.36万 | 0.03% | 2,525 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $22.25万 | 0.03% | 3,175 | 3,175 | — | $22.25万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $21.97万 | 0.03% | 4,108 | 83 | 2.1% | $4,438 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $21.90万 | 0.03% | 1,656 | 1 | 0.1% | $132 | 重新持有 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $21.61万 | 0.03% | 1,959 | 1,959 | — | $21.61万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $21.44万 | 0.03% | 3,707 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $20.72万 | 0.03% | 8,604 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES SELECT U.S. REIT ETF | $20.60万 | 0.03% | 3,046 | 3,046 | — | $20.60万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $20.30万 | 0.03% | 2,973 | 2,973 | — | $20.30万 | 新建仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $20.09万 | 0.03% | 1,017 | 1,017 | — | $20.09万 | 新建仓 |
| 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 |