Plum Street Advisors, LLC
NEW ORLEANS LA · SEC CIK 0002068236
$3.13亿2026Q2 申报市值
107持仓数
49.5%前十大占比 · 第一大 9.5%
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
SCHZ 加仓+$190.26万
ICSH 加仓+$157.46万
DFIC 加仓+$131.24万
AVLV 加仓+$62.41万
VTIP 加仓+$56.34万
2026Q2 卖出最多 按季末市值估算
WORLD GOLD TR 清仓-$1,184.13万
SCHK 减仓-$180.24万
VBR 减仓-$76.18万
IVV 减仓-$71.07万
VB 减仓-$66.05万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $2,962.16万 | 9.46% | 1,280,658 | 82,255 | 6.9% | $190.26万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $2,419.23万 | 7.73% | 670,890 | -49,984 | -6.9% | -$180.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,803.26万 | 5.76% | 82,745 | -2,089 | -2.5% | -$45.53万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,743.15万 | 5.57% | 57,507 | -2,179 | -3.7% | -$66.05万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,427.41万 | 4.56% | 383,094 | 35,223 | 10.1% | $131.24万 | 加仓 |
| EMXC | ISHARES INC | $1,100.67万 | 3.51% | 107,592 | -2,870 | -2.6% | -$29.36万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,096.67万 | 3.50% | 138,085 | 6,305 | 4.8% | $50.07万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,026.12万 | 3.28% | 13,741 | -852 | -5.8% | -$63.62万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $997.83万 | 3.19% | 140,046 | 2,259 | 1.6% | $16.10万 | 加仓 |
| ICSH | ISHARES TR | $932.36万 | 2.98% | 184,334 | 31,130 | 20.3% | $157.46万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $853.95万 | 2.73% | 35,143 | -3,135 | -8.2% | -$76.18万 | 减仓 |
| AVUV | AMERICAN CENTY ETF | $824.93万 | 2.63% | 66,121 | 2,312 | 3.6% | $28.84万 | 加仓 |
| IAU | ISHARES GOLD TR | $801.18万 | 2.56% | 106,103 | -2,178 | -2.0% | -$16.45万 | 减仓 |
| ISHG | ISHARES TR | $779.13万 | 2.49% | 104,941 | 5,019 | 5.0% | $37.26万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $770.78万 | 2.46% | 153,451 | 11,216 | 7.9% | $56.34万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $714.00万 | 2.28% | 147,429 | -355 | -0.2% | -$1.72万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $538.54万 | 1.72% | 148,522 | -47 | -0.0% | -$1,704 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $432.60万 | 1.38% | 156,174 | -3,199 | -2.0% | -$8.86万 | 减仓 |
| NULV | NUSHARES ETF TR | $426.77万 | 1.36% | 85,371 | 7,886 | 10.2% | $39.42万 | 加仓 |
| ESML | ISHARES TR | $418.31万 | 1.34% | 74,792 | -5,603 | -7.0% | -$31.34万 | 减仓 |
| IVV | ISHARES TR | $410.39万 | 1.31% | 5,480 | -949 | -14.8% | -$71.07万 | 减仓 |
| AVDE | AMERICAN CENTY ETF | $378.17万 | 1.21% | 42,396 | -871 | -2.0% | -$7.77万 | 减仓 |
| AVLV | AMERICAN CENTY ETF | $372.78万 | 1.19% | 40,871 | 6,842 | 20.1% | $62.41万 | 加仓 |
| EAGG | ISHARES TR | $312.92万 | 1.00% | 66,002 | 4,987 | 8.2% | $23.64万 | 加仓 |
| MUB | ISHARES TR | $298.10万 | 0.95% | 27,699 | 399 | 1.5% | $4.29万 | 加仓 |
| VOTE | TCW ETF TRUST | $296.60万 | 0.95% | 33,640 | -520 | -1.5% | -$4.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $285.45万 | 0.91% | 7,714 | 110 | 1.4% | $4.07万 | 加仓 |
| AVEM | AMERICAN CENTY ETF | $249.69万 | 0.80% | 25,877 | -3,741 | -12.6% | -$36.10万 | 减仓 |
| IWB | ISHARES TR | $247.47万 | 0.79% | 6,043 | -1,501 | -19.9% | -$61.47万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $228.15万 | 0.73% | 45,831 | 1,298 | 2.9% | $6.46万 | 加仓 |
| BGRN | ISHARES TR | $225.16万 | 0.72% | 47,429 | 499 | 1.1% | $2.37万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $224.93万 | 0.72% | 44,471 | 514 | 1.2% | $2.60万 | 加仓 |
| CLIP | GLOBAL X FDS | $220.39万 | 0.70% | 21,964 | -388 | -1.7% | -$3.89万 | 减仓 |
| AAPL | APPLE INC | $217.40万 | 0.69% | 7,513 | 209 | 2.9% | $6.05万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $200.17万 | 0.64% | 27,268 | -1,745 | -6.0% | -$12.81万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $191.70万 | 0.61% | 24,257 | -4,255 | -14.9% | -$33.63万 | 减仓 |
| IWR | ISHARES TR | $186.04万 | 0.59% | 16,864 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $185.89万 | 0.59% | 8,187 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $184.64万 | 0.59% | 73,885 | 1,341 | 1.8% | $3.35万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK | $162.17万 | 0.52% | 4,538 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INCCL A | $153.07万 | 0.49% | 4,557 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $151.79万 | 0.48% | 5,052 | -1,574 | -23.8% | -$47.29万 | 减仓 |
| LLY | ELI LILLY & CO | $146.09万 | 0.47% | 1,218 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD | $139.55万 | 0.45% | 4,606 | -265 | -5.4% | -$8.03万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $139.11万 | 0.44% | 16,363 | 653 | 4.2% | $5.55万 | 加仓 |
| — | ISHARES TR | $139.08万 | 0.44% | 24,003 | 592 | 2.5% | $3.43万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $132.80万 | 0.42% | 17,314 | -339 | -1.9% | -$2.60万 | 减仓 |
| VV | VANGUARD INDEX FDS | $120.71万 | 0.39% | 3,510 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $115.41万 | 0.37% | 3,094 | 11 | 0.4% | $4,103 | 加仓 |
| UI | UBIQUITI INC | $100.40万 | 0.32% | 1,880 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $99.22万 | 0.32% | 4,205 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $98.23万 | 0.31% | 16,456 | 113 | 0.7% | $6,745 | 加仓 |
| CRBN | ISHARES TR | $94.79万 | 0.30% | 3,747 | -91 | -2.4% | -$2.30万 | 减仓 |
| SHV | ISHARES TR | $91.63万 | 0.29% | 8,304 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $87.09万 | 0.28% | 3,937 | 57 | 1.5% | $1.26万 | 加仓 |
| IEMG | ISHARES INC | $85.04万 | 0.27% | 10,265 | 1,402 | 15.8% | $11.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $82.85万 | 0.26% | 2,531 | 100 | 4.1% | $3.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $82.51万 | 0.26% | 882 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $79.86万 | 0.26% | 27,135 | 13,177 | 94.4% | $38.78万 | 加仓 |
| SUB | ISHARES TR | $78.72万 | 0.25% | 7,394 | -28 | -0.4% | -$2,981 | 减仓 |
| VOO | VANGUARD INDEX FDS | $78.72万 | 0.25% | 1,146 | -23 | -2.0% | -$1.58万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.24% | 1 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $72.80万 | 0.23% | 8,451 | -489 | -5.5% | -$4.21万 | 减仓 |
| AMZN | AMAZON COM INC | $69.79万 | 0.22% | 2,928 | 26 | 0.9% | $6,197 | 加仓 |
| P | EVERPURE INC | $68.96万 | 0.22% | 8,753 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $68.46万 | 0.22% | 25,835 | -2,982 | -10.3% | -$7.90万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $66.38万 | 0.21% | 7,926 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $58.95万 | 0.19% | 3,466 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TRUST | $57.05万 | 0.18% | 11,300 | -3,056 | -21.3% | -$15.43万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $56.40万 | 0.18% | 1,125 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $55.79万 | 0.18% | 3,762 | -246 | -6.1% | -$3.65万 | 减仓 |
| ESGE | ISHARES INC | $50.81万 | 0.16% | 9,290 | 45 | 0.5% | $2,461 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $50.13万 | 0.16% | 9,880 | -926 | -8.6% | -$4.70万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $46.79万 | 0.15% | 9,201 | -1,557 | -14.5% | -$7.92万 | 减仓 |
| IJH | ISHARES TR | $46.24万 | 0.15% | 5,997 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $46.04万 | 0.15% | 1,899 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK | $45.29万 | 0.14% | 1,282 | 153 | 13.6% | $5.40万 | 加仓 |
| — | ISHARES TR | $45.07万 | 0.14% | 5,040 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $44.50万 | 0.14% | 4,608 | 1,543 | 50.3% | $14.90万 | 加仓 |
| MCK | MCKESSON CORP COM | $44.28万 | 0.14% | 586 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $43.85万 | 0.14% | 4,221 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $42.06万 | 0.13% | 1,438 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $39.40万 | 0.13% | 4,195 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $37.70万 | 0.12% | 2,741 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $37.39万 | 0.12% | 2,735 | 45 | 1.7% | $6,152 | 加仓 |
| NFLX | NETFLIX INC.COM | $36.77万 | 0.12% | 5,150 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $36.74万 | 0.12% | 3,571 | 3,571 | — | $36.74万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.83万 | 0.11% | 716 | 25 | 3.6% | $1.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $35.80万 | 0.11% | 1,789 | 150 | 9.2% | $3.00万 | 加仓 |
| AGG | ISHARES TR | $35.74万 | 0.11% | 3,611 | -68 | -1.8% | -$6,731 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.38万 | 0.10% | 678 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $31.68万 | 0.10% | 3,605 | 3,605 | — | $31.68万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.62万 | 0.09% | 1,252 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $29.49万 | 0.09% | 3,282 | 1 | 0.0% | $90 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $26.60万 | 0.08% | 361 | 1 | 0.3% | $737 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $26.25万 | 0.08% | 6,560 | -782 | -10.7% | -$3.13万 | 减仓 |
| IUSV | ISHARES TR | $24.48万 | 0.08% | 2,222 | -21 | -0.9% | -$2,313 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $24.34万 | 0.08% | 13,577 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $23.58万 | 0.08% | 2,518 | 2,518 | — | $23.58万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD | $22.75万 | 0.07% | 1,069 | 1,069 | — | $22.75万 | 新建仓 |