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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $7,706.96万 | 12.78% | 1,046,572 | 62,257 | 6.3% | $458.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $6,027.04万 | 10.00% | 307,188 | 2,311 | 0.8% | $45.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,955.44万 | 9.88% | 136,346 | 2,328 | 1.7% | $101.68万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,941.59万 | 9.85% | 1,236,589 | 73,107 | 6.3% | $351.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,058.95万 | 8.39% | 789,474 | 12,009 | 1.5% | $76.95万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,743.09万 | 6.21% | 477,374 | 11,945 | 2.6% | $93.66万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,213.54万 | 3.67% | 101,889 | 280 | 0.3% | $6.08万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,020.10万 | 3.35% | 66,835 | 789 | 1.2% | $23.85万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,653.18万 | 2.74% | 305,861 | -1,402 | -0.5% | -$7.58万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,541.41万 | 2.56% | 105,728 | -928 | -0.9% | -$13.53万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,396.93万 | 2.32% | 157,522 | 1,786 | 1.1% | $15.84万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,323.74万 | 2.20% | 289,975 | -431 | -0.1% | -$1.97万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,180.41万 | 1.96% | 236,605 | 6,419 | 2.8% | $32.02万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,126.08万 | 1.87% | 35,101 | -434 | -1.2% | -$13.92万 | 减仓 |
| SUB | ISHARES TR | $1,088.44万 | 1.81% | 102,201 | 1,961 | 2.0% | $20.88万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $805.77万 | 1.34% | 97,374 | 3,540 | 3.8% | $29.29万 | 加仓 |
| MUB | ISHARES TR | $683.04万 | 1.13% | 64,347 | 8,534 | 15.3% | $90.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $652.45万 | 1.08% | 10,919 | 344 | 3.3% | $20.56万 | 加仓 |
| SPYG | SPDR SER TR | $419.32万 | 0.70% | 42,827 | -102 | -0.2% | -$9,987 | 减仓 |
| VO | VANGUARD INDEX FDS | $404.34万 | 0.67% | 14,080 | -82 | -0.6% | -$2.35万 | 减仓 |
| SPYV | SPDR SER TR | $396.95万 | 0.66% | 70,158 | 193 | 0.3% | $1.09万 | 加仓 |
| SCZ | ISHARES TR | $390.88万 | 0.65% | 49,851 | -537 | -1.1% | -$4.21万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $334.29万 | 0.55% | 71,261 | 2,894 | 4.2% | $13.58万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $328.68万 | 0.55% | 15,971 | 56 | 0.4% | $1.15万 | 加仓 |
| IAGG | ISHARES TR | $310.25万 | 0.51% | 62,001 | 2,562 | 4.3% | $12.82万 | 加仓 |
| SLYV | SPDR SER TR | $300.01万 | 0.50% | 31,721 | 332 | 1.1% | $3.14万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $299.79万 | 0.50% | 19,332 | -314 | -1.6% | -$4.87万 | 减仓 |
| SPAB | SPDR SER TR | $269.61万 | 0.45% | 105,235 | 2,902 | 2.8% | $7.43万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $269.09万 | 0.45% | 9,376 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $260.18万 | 0.43% | 8,706 | 33 | 0.4% | $9,862 | 加仓 |
| — | EXXON MOBIL CORP | $214.16万 | 0.36% | 12,623 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $201.08万 | 0.33% | 26,774 | -351 | -1.3% | -$2.64万 | 减仓 |
| SLYG | SPDR SER TR | $180.59万 | 0.30% | 18,690 | 19 | 0.1% | $1,836 | 加仓 |
| VB | VANGUARD INDEX FDS | $175.88万 | 0.29% | 6,715 | 13 | 0.2% | $3,405 | 加仓 |
| CVX | CHEVRON CORP | $157.94万 | 0.26% | 7,633 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $155.97万 | 0.26% | 6,146 | -395 | -6.0% | -$10.02万 | 减仓 |
| SPTS | SPDR SER TR | $145.84万 | 0.24% | 49,979 | -674 | -1.3% | -$1.97万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $142.89万 | 0.24% | 18,531 | 14 | 0.1% | $1,080 | 加仓 |
| IWF | ISHARES TR | $141.24万 | 0.23% | 3,312 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $139.85万 | 0.23% | 18,120 | 19 | 0.1% | $1,466 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $132.02万 | 0.22% | 29,732 | -244 | -0.8% | -$1.08万 | 减仓 |
| LRGF | ISHARES TR | $124.85万 | 0.21% | 18,917 | -263 | -1.4% | -$1.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $119.52万 | 0.20% | 19,138 | 31 | 0.2% | $1,936 | 加仓 |
| STLD | STEEL DYNAMICS INC | $119.38万 | 0.20% | 6,632 | -338 | -4.8% | -$6.08万 | 减仓 |
| AMZN | AMAZON COM INC | $118.86万 | 0.20% | 5,707 | -204 | -3.5% | -$4.25万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $117.40万 | 0.19% | 5,033 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $113.98万 | 0.19% | 3,066 | 5 | 0.2% | $1,859 | 加仓 |
| EFA | ISHARES TR | $108.62万 | 0.18% | 11,183 | -476 | -4.1% | -$4.62万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION | $101.65万 | 0.17% | 2,142 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $97.08万 | 0.16% | 2,623 | 30 | 1.2% | $1.11万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $92.76万 | 0.15% | 11,584 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $92.56万 | 0.15% | 1,417 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $89.00万 | 0.15% | 4,165 | 5 | 0.1% | $1,068 | 加仓 |
| GEV | GE VERNOVA INC | $86.66万 | 0.14% | 993 | 63 | 6.8% | $5.50万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $84.63万 | 0.14% | 24,914 | 33 | 0.1% | $1,121 | 加仓 |
| IEFA | ISHARES TR | $81.98万 | 0.14% | 9,056 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $81.22万 | 0.13% | 20,900 | 29 | 0.1% | $1,127 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.22万 | 0.13% | 1,674 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $79.55万 | 0.13% | 10,515 | 3,442 | 48.7% | $26.04万 | 加仓 |
| WMT | WALMART INC | $79.25万 | 0.13% | 6,377 | 102 | 1.6% | $1.27万 | 加仓 |
| TFC | TRUIST FINL CORP | $78.48万 | 0.13% | 17,071 | 2,263 | 15.3% | $10.40万 | 加仓 |
| GOOG | ALPHABET INC | $78.47万 | 0.13% | 2,736 | 105 | 4.0% | $3.01万 | 加仓 |
| — | NATIONAL BANKSHARES INC VA COM | $78.03万 | 0.13% | 21,431 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $77.93万 | 0.13% | 2,746 | 160 | 6.2% | $4.54万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $76.50万 | 0.13% | 15,960 | 15,960 | — | $76.50万 | 新建仓 |
| GOOGL | ALPHABET INC | $67.55万 | 0.11% | 2,349 | 37 | 1.6% | $1.06万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $67.23万 | 0.11% | 4,066 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $65.18万 | 0.11% | 2,667 | 77 | 3.0% | $1.88万 | 加仓 |
| CSX | CSX CORP | $64.92万 | 0.11% | 15,816 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $62.68万 | 0.10% | 1,600 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $60.03万 | 0.10% | 923 | 1 | 0.1% | $650 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $59.40万 | 0.10% | 17,544 | 2,794 | 18.9% | $9.46万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $59.19万 | 0.10% | 4,098 | 60 | 1.5% | $8,666 | 加仓 |
| AGG | ISHARES TR | $56.72万 | 0.09% | 5,714 | 6 | 0.1% | $596 | 加仓 |
| LOW | LOWES COS INC | $56.68万 | 0.09% | 2,399 | 49 | 2.1% | $1.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $50.33万 | 0.08% | 14,362 | 1,804 | 14.4% | $6.32万 | 加仓 |
| GLW | CORNING INC | $49.37万 | 0.08% | 3,631 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $46.10万 | 0.08% | 8,735 | 6 | 0.1% | $317 | 加仓 |
| CAH | CARDINAL HEALTH INC | $45.71万 | 0.08% | 2,163 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.89万 | 0.07% | 1,412 | -200 | -12.4% | -$6.22万 | 减仓 |
| IWS | ISHARES TR | $42.50万 | 0.07% | 2,916 | 2 | 0.1% | $292 | 加仓 |
| CVS | CVS HEALTH CORP | $42.29万 | 0.07% | 5,888 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $42.13万 | 0.07% | 7,976 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $41.79万 | 0.07% | 12,411 | 8 | 0.1% | $269 | 加仓 |
| UDR | UDR INC | $41.78万 | 0.07% | 12,368 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $41.06万 | 0.07% | 3,205 | 1 | 0.0% | $128 | 加仓 |
| IJR | ISHARES TR | $39.99万 | 0.07% | 3,217 | 920 | 40.1% | $11.44万 | 加仓 |
| IVW | ISHARES TR | $39.69万 | 0.07% | 3,509 | -88 | -2.4% | -$9,955 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $38.72万 | 0.06% | 13,904 | 13,904 | — | $38.72万 | 新建仓 |
| IJH | ISHARES TR | $37.93万 | 0.06% | 5,617 | 164 | 3.0% | $1.11万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $37.75万 | 0.06% | 4,878 | 47 | 1.0% | $3,637 | 加仓 |
| DHR | DANAHER CORPORATION | $37.00万 | 0.06% | 1,954 | 66 | 3.5% | $1.25万 | 加仓 |
| META | META PLATFORMS INC | $35.70万 | 0.06% | 624 | 7 | 1.1% | $4,005 | 加仓 |
| AVGO | BROADCOM INC | $34.42万 | 0.06% | 1,112 | 1 | 0.1% | $310 | 加仓 |
| EEM | ISHARES TR | $34.02万 | 0.06% | 5,991 | -140 | -2.3% | -$7,951 | 减仓 |
| VOT | VANGUARD INDEX FDS | $33.86万 | 0.06% | 1,316 | 3 | 0.2% | $772 | 加仓 |
| IQLT | ISHARES TR | $32.80万 | 0.05% | 7,096 | 7,096 | — | $32.80万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $31.56万 | 0.05% | 8,100 | 8,100 | — | $31.56万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $31.08万 | 0.05% | 13,387 | 93 | 0.7% | $2,159 | 加仓 |
| RTX | RTX CORPORATION | $30.42万 | 0.05% | 1,577 | 0 | 0.0% | — | 不变 |