Prepared Retirement Institute LLC
LANSDALE PA · SEC CIK 0002056037
$2.35亿2026Q2 申报市值
94持仓数
61.3%前十大占比 · 第一大 12.1%
15 / 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
VTI 加仓+$456.51万
AVLV 新建仓+$252.42万
IDEV 新建仓+$211.66万
SMMD 新建仓+$186.42万
VCIT 加仓+$142.17万
2026Q2 卖出最多 按季末市值估算
MSTR 减仓-$130.59万
FELG 减仓-$54.56万
SCHD 减仓-$43.92万
IHDG 减仓-$29.02万
LDOS 清仓-$28.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $2,830.96万 | 12.05% | 119,642 | 4,529 | 3.9% | $107.16万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,804.82万 | 7.68% | 569,163 | -13,850 | -2.4% | -$43.92万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $1,681.44万 | 7.16% | 384,328 | -12,470 | -3.1% | -$54.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,664.06万 | 7.08% | 44,970 | 12,337 | 37.8% | $456.51万 | 加仓 |
| IHDG | WISDOMTREE TR | $1,378.29万 | 5.87% | 263,132 | -5,540 | -2.1% | -$29.02万 | 减仓 |
| CMBS | ISHARES TR | $1,274.27万 | 5.42% | 261,927 | 5,213 | 2.0% | $25.36万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,047.53万 | 4.46% | 88,035 | -1,078 | -1.2% | -$12.83万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,022.68万 | 4.35% | 123,736 | 17,202 | 16.1% | $142.17万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $860.51万 | 3.66% | 117,220 | -640 | -0.5% | -$4.70万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $838.96万 | 3.57% | 196,385 | 20,206 | 11.5% | $86.32万 | 加仓 |
| VB | VANGUARD INDEX FDS | $822.09万 | 3.50% | 27,121 | -903 | -3.2% | -$27.37万 | 减仓 |
| FALN | ISHARES TR | $732.26万 | 3.12% | 268,819 | 2,305 | 0.9% | $6.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $624.82万 | 2.66% | 9,097 | -49 | -0.5% | -$3.37万 | 减仓 |
| SHY | ISHARES TR | $437.11万 | 1.86% | 53,235 | -61 | -0.1% | -$5,009 | 减仓 |
| DIVB | ISHARES TR | $422.29万 | 1.80% | 68,554 | 7,962 | 13.1% | $49.05万 | 加仓 |
| IAGG | ISHARES TR | $287.89万 | 1.23% | 56,895 | 7,849 | 16.0% | $39.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $266.66万 | 1.14% | 7,149 | 8 | 0.1% | $2,984 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $252.42万 | 1.07% | 27,674 | 27,674 | — | $252.42万 | 新建仓 |
| IDEV | ISHARES TR | $211.66万 | 0.90% | 23,779 | 23,779 | — | $211.66万 | 新建仓 |
| SVAL | ISHARES TR | $201.31万 | 0.86% | 48,177 | 5,012 | 11.6% | $20.94万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $194.06万 | 0.83% | 32,291 | 825 | 2.6% | $4.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $193.18万 | 0.82% | 22,427 | -13 | -0.1% | -$1,120 | 减仓 |
| SMMD | ISHARES TR | $186.42万 | 0.79% | 20,344 | 20,344 | — | $186.42万 | 新建仓 |
| AAPL | APPLE INC | $183.55万 | 0.78% | 6,343 | -1 | -0.0% | -$289 | 减仓 |
| ITA | ISHARES TR | $182.49万 | 0.78% | 7,528 | -196 | -2.5% | -$4.75万 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $178.07万 | 0.76% | 91,765 | 99 | 0.1% | $1,921 | 加仓 |
| PFFD | GLOBAL X FDS | $166.67万 | 0.71% | 89,174 | -656 | -0.7% | -$1.23万 | 减仓 |
| DVY | ISHARES TR | $156.22万 | 0.67% | 9,995 | 1,625 | 19.4% | $25.40万 | 加仓 |
| ABBV | ABBVIE INC | $150.03万 | 0.64% | 5,962 | 6 | 0.1% | $1,510 | 加仓 |
| — | EXXON MOBIL CORP | $126.87万 | 0.54% | 9,279 | 1,881 | 25.4% | $25.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $109.21万 | 0.46% | 1,462 | 33 | 2.3% | $2.46万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $108.98万 | 0.46% | 12,130 | 930 | 8.3% | $8.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $107.51万 | 0.46% | 5,373 | 4 | 0.1% | $800 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $104.18万 | 0.44% | 12,852 | 169 | 1.3% | $1.37万 | 加仓 |
| IVV | ISHARES TR | $103.65万 | 0.44% | 1,384 | -10 | -0.7% | -$7,489 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $99.86万 | 0.43% | 10,350 | 10,350 | — | $99.86万 | 新建仓 |
| MRK | MERCK & CO INC | $99.63万 | 0.42% | 7,753 | 8 | 0.1% | $1,028 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $98.51万 | 0.42% | 4,886 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $84.63万 | 0.36% | 16,500 | 16,500 | — | $84.63万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $83.60万 | 0.36% | 10,578 | -176 | -1.6% | -$1.39万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $83.04万 | 0.35% | 3,903 | 12 | 0.3% | $2,553 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $75.62万 | 0.32% | 14,106 | -168 | -1.2% | -$9,007 | 减仓 |
| ALL | ALLSTATE CORP | $67.74万 | 0.29% | 2,847 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $67.07万 | 0.29% | 2,641 | 68 | 2.6% | $1.73万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $63.12万 | 0.27% | 21,795 | 56 | 0.3% | $1,622 | 加仓 |
| VXUS | VANGUARD STAR FDS | $62.59万 | 0.27% | 7,322 | 7 | 0.1% | $598 | 加仓 |
| GOOG | ALPHABET INC | $59.69万 | 0.25% | 1,689 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $58.75万 | 0.25% | 7,752 | -838 | -9.8% | -$6.35万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $54.17万 | 0.23% | 1,655 | 9 | 0.5% | $2,946 | 加仓 |
| TSLA | TESLA INC | $53.12万 | 0.23% | 1,263 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $48.92万 | 0.21% | 1,328 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $48.48万 | 0.21% | 5,476 | -617 | -10.1% | -$5.46万 | 减仓 |
| COWZ | PACER FDS TR | $48.36万 | 0.21% | 7,775 | 11 | 0.1% | $684 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $47.98万 | 0.20% | 6,157 | 24 | 0.4% | $1,870 | 加仓 |
| AMZN | AMAZON COM INC | $46.14万 | 0.20% | 1,936 | 215 | 12.5% | $5.12万 | 加仓 |
| META | META PLATFORMS INC | $46.09万 | 0.20% | 818 | 35 | 4.5% | $1.97万 | 加仓 |
| VO | VANGUARD INDEX FDS | $44.00万 | 0.19% | 5,462 | 146 | 2.7% | $1.18万 | 加仓 |
| AMLP | ALPS ETF TR | $43.62万 | 0.19% | 8,413 | 203 | 2.5% | $1.05万 | 加仓 |
| GOOGL | ALPHABET INC | $42.96万 | 0.18% | 1,202 | -3 | -0.2% | -$1,072 | 减仓 |
| ABT | ABBOTT LABORATORIES | $42.81万 | 0.18% | 4,718 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $42.23万 | 0.18% | 10,382 | -529 | -4.8% | -$2.15万 | 减仓 |
| SLV | ISHARES SILVER TR | $41.97万 | 0.18% | 7,850 | 150 | 1.9% | $8,021 | 加仓 |
| MS | MORGAN STANLEY | $41.75万 | 0.18% | 1,997 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $38.34万 | 0.16% | 10,101 | -6,225 | -38.1% | -$23.63万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $36.89万 | 0.16% | 6,254 | 6,254 | — | $36.89万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $35.81万 | 0.15% | 1,785 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $34.77万 | 0.15% | 1,464 | 2 | 0.1% | $475 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $34.72万 | 0.15% | 14,664 | 14,664 | — | $34.72万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $34.63万 | 0.15% | 300 | 300 | — | $34.63万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $34.25万 | 0.15% | 1,391 | -2 | -0.1% | -$492 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $33.02万 | 0.14% | 6,634 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $31.73万 | 0.14% | 7,658 | -274 | -3.5% | -$1.14万 | 减仓 |
| PPL | PPL CORP | $30.86万 | 0.13% | 8,488 | 13 | 0.2% | $473 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.67万 | 0.13% | 613 | 2 | 0.3% | $1,001 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $30.64万 | 0.13% | 9,055 | 104 | 1.2% | $3,519 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $29.18万 | 0.12% | 1,611 | 1,611 | — | $29.18万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.25万 | 0.12% | 1,005 | 95 | 10.4% | $2.67万 | 加仓 |
| DGRW | WISDOMTREE TR | $27.69万 | 0.12% | 2,896 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $27.26万 | 0.12% | 137 | 137 | — | $27.26万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $26.93万 | 0.11% | 1,756 | -394 | -18.3% | -$6.04万 | 重新持有 |
| WMT | WALMART INC | $26.28万 | 0.11% | 2,320 | 1 | 0.0% | $113 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.72万 | 0.11% | 1,552 | -102 | -6.2% | -$1.69万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.27万 | 0.11% | 435 | 435 | — | $25.27万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.18万 | 0.11% | 1,970 | 1,970 | — | $25.18万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $24.90万 | 0.11% | 5,078 | 83 | 1.7% | $4,070 | 加仓 |
| INTC | INTEL CORP | $24.81万 | 0.11% | 1,777 | 1,777 | — | $24.81万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $24.80万 | 0.11% | 700 | -16 | -2.2% | -$5,669 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.67万 | 0.11% | 993 | 1 | 0.1% | $248 | 加仓 |
| MSTR | STRATEGY INC | $24.33万 | 0.10% | 2,799 | -15,023 | -84.3% | -$130.59万 | 减仓 |
| MCD | MCDONALDS CORP | $23.53万 | 0.10% | 870 | -17 | -1.9% | -$4,598 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.46万 | 0.10% | 430 | 0 | 0.0% | — | 重新持有 |
| IWF | ISHARES TR | $22.25万 | 0.09% | 1,792 | 1,792 | — | $22.25万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.02万 | 0.09% | 285 | 285 | — | $21.02万 | 新建仓 |
| FLOT | ISHARES TR | $20.42万 | 0.09% | 3,999 | -142 | -3.4% | -$7,250 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,802 | -100.0% | -$28.02万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,647 | -100.0% | -$23.33万 | 清仓 |