Prepared Retirement Institute LLC
LANSDALE PA · SEC CIK 0002056037
$2.02亿2026Q1 申报市值
79持仓数
63.0%前十大占比 · 第一大 12.3%
2 / 2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
MSTR 新建仓+$222.42万
DIVI 加仓+$96.05万
VTI 加仓+$82.80万
FELG 加仓+$82.44万
CMBS 加仓+$78.14万
2026Q1 卖出最多 按季末市值估算
TRUST FOR PROFES 减仓-$57.08万
SPYG 减仓-$48.99万
ORCL 清仓-$46.63万
LMT 清仓-$22.25万
VB 减仓-$17.86万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,392 | -100.0% | -$46.63万 | 清仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -460 | -100.0% | -$22.25万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLOT | ISHARES TR | $21.10万 | 0.10% | 4,141 | -308 | -6.9% | -$1.57万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.06万 | 0.11% | 910 | -199 | -17.9% | -$4.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.33万 | 0.12% | 4,647 | 4,647 | — | $23.33万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $24.25万 | 0.12% | 4,995 | 81 | 1.6% | $3,932 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.56万 | 0.12% | 716 | 1 | 0.1% | $343 | 加仓 |
| DGRW | WISDOMTREE TR | $25.44万 | 0.13% | 2,896 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $26.07万 | 0.13% | 8,951 | 532 | 6.3% | $1.55万 | 加仓 |
| MCD | MCDONALDS CORP | $27.58万 | 0.14% | 887 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $27.71万 | 0.14% | 992 | -36 | -3.5% | -$1.01万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $28.02万 | 0.14% | 1,802 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $28.67万 | 0.14% | 1,393 | -245 | -15.0% | -$5.04万 | 减仓 |
| WMT | WALMART INC | $28.82万 | 0.14% | 2,319 | -1,200 | -34.1% | -$14.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.28万 | 0.15% | 611 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $30.90万 | 0.15% | 1,462 | -89 | -5.7% | -$1.88万 | 减仓 |
| PPL | PPL CORP | $32.38万 | 0.16% | 8,475 | -943 | -10.0% | -$3.60万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $32.56万 | 0.16% | 1,785 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $32.86万 | 0.16% | 1,997 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $33.03万 | 0.16% | 6,634 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $33.76万 | 0.17% | 7,932 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.22万 | 0.17% | 1,654 | 355 | 27.3% | $7.35万 | 重新持有 |
| GOOGL | ALPHABET INC | $34.65万 | 0.17% | 1,205 | 5 | 0.4% | $1,438 | 加仓 |
| AMZN | AMAZON COM INC | $35.84万 | 0.18% | 1,721 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $38.17万 | 0.19% | 1,329 | -4 | -0.3% | -$1,149 | 减仓 |
| DES | WISDOMTREE TR | $39.22万 | 0.19% | 10,911 | -961 | -8.1% | -$3.45万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $42.57万 | 0.21% | 6,133 | 151 | 2.5% | $1.05万 | 加仓 |
| AMLP | ALPS ETF TR | $43.22万 | 0.21% | 8,210 | -643 | -7.3% | -$3.38万 | 减仓 |
| META | META PLATFORMS INC | $44.78万 | 0.22% | 783 | -49 | -5.9% | -$2.80万 | 减仓 |
| TSLA | TESLA INC | $46.95万 | 0.23% | 1,263 | 152 | 13.7% | $5.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.43万 | 0.24% | 1,646 | -300 | -15.4% | -$8.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $48.44万 | 0.24% | 4,718 | -191 | -3.9% | -$1.96万 | 减仓 |
| GOOG | ALPHABET INC | $48.46万 | 0.24% | 1,689 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $48.57万 | 0.24% | 7,764 | 335 | 4.5% | $2.10万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $50.22万 | 0.25% | 6,093 | 460 | 8.2% | $3.79万 | 加仓 |
| SLV | ISHARES SILVER TR | $52.47万 | 0.26% | 7,700 | 550 | 7.7% | $3.75万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $54.56万 | 0.27% | 21,739 | 110 | 0.5% | $2,761 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $56.18万 | 0.28% | 16,326 | 2,140 | 15.1% | $7.36万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $56.41万 | 0.28% | 7,315 | 1 | 0.0% | $77 | 加仓 |
| GLD | SPDR GOLD TR | $57.14万 | 0.28% | 1,328 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $59.03万 | 0.29% | 2,847 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $60.29万 | 0.30% | 8,590 | 61 | 0.7% | $4,281 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $62.90万 | 0.31% | 2,573 | -93 | -3.5% | -$2.27万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $70.20万 | 0.35% | 11,200 | 1,128 | 11.2% | $7.07万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $70.47万 | 0.35% | 14,274 | -71 | -0.5% | -$3,505 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $74.68万 | 0.37% | 3,891 | -32 | -0.8% | -$6,142 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $85.25万 | 0.42% | 10,754 | 2 | 0.0% | $159 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $86.60万 | 0.43% | 12,683 | 31 | 0.2% | $2,117 | 加仓 |
| IVV | ISHARES TR | $91.06万 | 0.45% | 1,394 | -7 | -0.5% | -$4,572 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.91万 | 0.46% | 1,429 | 1 | 0.1% | $650 | 加仓 |
| MRK | MERCK & CO INC | $93.17万 | 0.46% | 7,745 | -24 | -0.3% | -$2,887 | 减仓 |
| NVDA | NVIDIA CORPORATION | $93.63万 | 0.46% | 5,369 | -73 | -1.3% | -$1.27万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $102.13万 | 0.51% | 4,886 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $125.52万 | 0.62% | 7,398 | 25 | 0.3% | $4,242 | 加仓 |
| DVY | ISHARES TR | $126.73万 | 0.63% | 8,370 | 2,383 | 39.8% | $36.08万 | 加仓 |
| ABBV | ABBVIE INC | $129.54万 | 0.64% | 5,956 | -200 | -3.2% | -$4.35万 | 减仓 |
| SVAL | ISHARES TR | $155.13万 | 0.77% | 43,165 | 6,940 | 19.2% | $24.94万 | 加仓 |
| AAPL | APPLE INC | $161.02万 | 0.80% | 6,344 | -186 | -2.8% | -$4.72万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $162.42万 | 0.81% | 31,466 | -179 | -0.6% | -$9,240 | 减仓 |
| VUG | VANGUARD INDEX FDS | $163.36万 | 0.81% | 3,740 | 1 | 0.0% | $437 | 加仓 |
| PFFD | GLOBAL X FDS | $165.29万 | 0.82% | 89,830 | -5,122 | -5.4% | -$9.42万 | 减仓 |
| ITA | ISHARES TR | $168.97万 | 0.84% | 7,724 | 1,049 | 15.7% | $22.95万 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $179.30万 | 0.89% | 91,666 | -29,181 | -24.1% | -$57.08万 | 减仓 |
| MSTR | STRATEGY INC | $222.42万 | 1.10% | 17,822 | 17,822 | — | $222.42万 | 新建仓 |
| IAGG | ISHARES TR | $245.43万 | 1.22% | 49,046 | 2,064 | 4.4% | $10.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $264.33万 | 1.31% | 7,141 | 1,849 | 34.9% | $68.44万 | 加仓 |
| DIVB | ISHARES TR | $326.89万 | 1.62% | 60,592 | 6,337 | 11.7% | $34.19万 | 加仓 |
| SHY | ISHARES TR | $440.06万 | 2.18% | 53,296 | -918 | -1.7% | -$7.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $546.49万 | 2.71% | 9,146 | 136 | 1.5% | $8.13万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $701.37万 | 3.48% | 176,179 | 24,126 | 15.9% | $96.05万 | 加仓 |
| FALN | ISHARES TR | $712.13万 | 3.53% | 266,514 | -2,319 | -0.9% | -$6.20万 | 减仓 |
| VB | VANGUARD INDEX FDS | $734.00万 | 3.64% | 28,024 | -682 | -2.4% | -$17.86万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $867.92万 | 4.31% | 117,860 | 508 | 0.4% | $3.74万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $872.51万 | 4.33% | 89,113 | -5,004 | -5.3% | -$48.99万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $881.57万 | 4.37% | 106,534 | 5,926 | 5.9% | $49.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,046.91万 | 5.20% | 32,633 | 2,581 | 8.6% | $82.80万 | 加仓 |
| CMBS | ISHARES TR | $1,250.97万 | 6.21% | 256,714 | 16,036 | 6.7% | $78.14万 | 加仓 |
| IHDG | WISDOMTREE TR | $1,293.66万 | 6.42% | 268,672 | -2,771 | -1.0% | -$13.34万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $1,487.60万 | 7.38% | 396,798 | 21,989 | 5.9% | $82.44万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,788.68万 | 8.88% | 583,013 | -1,062 | -0.2% | -$3.26万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,475.62万 | 12.29% | 115,113 | 1,897 | 1.7% | $40.80万 | 加仓 |