Total Wealth Planning & Management, Inc.
Ponte Vedra Beach FL · SEC CIK 0002058383
$1.48亿2026Q2 申报市值
215持仓数
20.0%前十大占比 · 第一大 3.0%
28 / 23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
WRBY 新建仓+$80.52万
A 新建仓+$75.22万
XLK 加仓+$74.82万
DPZ 新建仓+$59.36万
TRN 新建仓+$42.53万
2026Q2 卖出最多 按季末市值估算
STM 减仓-$172.28万
LNG 减仓-$98.66万
DOX 清仓-$95.61万
NFLX 减仓-$72.21万
EWY 清仓-$71.65万
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 |
|---|---|---|---|---|---|---|---|---|
| ITRN | ITURAN LOCATION AND CONTROL | $104.88万 | 0.71% | 17,191 | 1,199 | 7.5% | $7.32万 | 加仓 |
| WMT | WALMART INC | $107.72万 | 0.73% | 9,511 | -911 | -8.7% | -$10.32万 | 减仓 |
| C | CITIGROUP INC | $108.23万 | 0.73% | 7,733 | 740 | 10.6% | $10.36万 | 加仓 |
| MRK | MERCK & CO INC | $108.29万 | 0.73% | 8,427 | -407 | -4.6% | -$5.23万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $110.48万 | 0.75% | 11,974 | 995 | 9.1% | $9.18万 | 加仓 |
| WCC | WESCO INTL INC | $110.78万 | 0.75% | 3,207 | 39 | 1.2% | $1.35万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $111.71万 | 0.76% | 29,321 | 3,935 | 15.5% | $14.99万 | 加仓 |
| GLD | SPDR GOLD TR | $112.36万 | 0.76% | 3,050 | -304 | -9.1% | -$11.20万 | 减仓 |
| OMC | OMNICOM GROUP INC | $114.12万 | 0.77% | 15,669 | -1,220 | -7.2% | -$8.89万 | 减仓 |
| TMUS | T-MOBILE US INC | $118.27万 | 0.80% | 7,051 | 209 | 3.1% | $3.51万 | 加仓 |
| PFE | PFIZER INC | $118.69万 | 0.80% | 49,290 | -3,290 | -6.3% | -$7.92万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $121.76万 | 0.82% | 6,780 | -737 | -9.8% | -$13.24万 | 减仓 |
| STM | STMICROELECTRONICS N V | $126.04万 | 0.85% | 16,830 | -23,005 | -57.8% | -$172.28万 | 减仓 |
| HEI | HEICO CORP NEW | $127.23万 | 0.86% | 3,572 | 895 | 33.4% | $31.88万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $128.40万 | 0.87% | 30,325 | -1,261 | -4.0% | -$5.34万 | 减仓 |
| META | META PLATFORMS INC | $129.77万 | 0.88% | 2,304 | 213 | 10.2% | $12.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $130.74万 | 0.88% | 10,348 | -196 | -1.9% | -$2.48万 | 减仓 |
| GE | GE AEROSPACE | $137.92万 | 0.93% | 3,690 | -141 | -3.7% | -$5.27万 | 减仓 |
| AMLP | ALPS ETF TR | $138.87万 | 0.94% | 26,783 | 1,468 | 5.8% | $7.61万 | 加仓 |
| NRG | NRG ENERGY INC | $145.18万 | 0.98% | 9,940 | 750 | 8.2% | $10.95万 | 加仓 |
| DY | DYCOM INDS INC | $145.51万 | 0.98% | 2,878 | 246 | 9.3% | $12.44万 | 加仓 |
| AVGO | BROADCOM INC | $158.58万 | 1.07% | 4,198 | 106 | 2.6% | $4.00万 | 加仓 |
| — | EXXON MOBIL CORP | $163.49万 | 1.11% | 11,958 | -2,281 | -16.0% | -$31.19万 | 减仓 |
| ITA | ISHARES TR | $167.90万 | 1.14% | 6,926 | 72 | 1.1% | $1.75万 | 加仓 |
| HD | HOME DEPOT INC | $170.58万 | 1.15% | 4,837 | 228 | 4.9% | $8.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $173.89万 | 1.18% | 9,127 | 3,927 | 75.5% | $74.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $199.27万 | 1.35% | 2,706 | 39 | 1.5% | $2.87万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $200.74万 | 1.36% | 15,007 | -2,681 | -15.2% | -$35.86万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $206.91万 | 1.40% | 8,993 | -1,614 | -15.2% | -$37.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $207.42万 | 1.40% | 10,366 | -823 | -7.4% | -$16.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $255.93万 | 1.73% | 7,819 | 284 | 3.8% | $9.30万 | 加仓 |
| GOOGL | ALPHABET INC | $261.17万 | 1.77% | 7,308 | 250 | 3.5% | $8.93万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $267.17万 | 1.81% | 11,178 | -4,128 | -27.0% | -$98.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $272.35万 | 1.84% | 7,301 | 770 | 11.8% | $28.72万 | 加仓 |
| ABBV | ABBVIE INC | $277.11万 | 1.87% | 11,012 | -1,841 | -14.3% | -$46.33万 | 减仓 |
| AMZN | AMAZON COM INC | $322.52万 | 2.18% | 13,532 | 957 | 7.6% | $22.81万 | 加仓 |
| AAPL | APPLE INC | $439.43万 | 2.97% | 15,186 | 145 | 1.0% | $4.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $447.75万 | 3.03% | 3,879 | 303 | 8.5% | $34.98万 | 加仓 |