Plum Street Advisors, LLC
NEW ORLEANS LA · SEC CIK 0002068236
$2.89亿2026Q1 申报市值
98持仓数
49.7%前十大占比 · 第一大 9.6%
4 / 1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
WORLD GOLD TR 新建仓+$1,184.13万
DFIC 加仓+$212.55万
SCHZ 加仓+$156.65万
VTIP 加仓+$79.35万
SCHK 加仓+$77.52万
2026Q1 卖出最多 按季末市值估算
VUSB 减仓-$51.70万
IAU 减仓-$49.78万
VOO 减仓-$40.04万
IDXX 清仓-$32.61万
VCSH 减仓-$21.93万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $2,782.69万 | 9.64% | 1,198,403 | 67,462 | 6.0% | $156.65万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $2,258.50万 | 7.82% | 720,874 | 24,744 | 3.6% | $77.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,664.44万 | 5.76% | 84,834 | 1,201 | 1.4% | $23.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,563.28万 | 5.41% | 59,686 | 844 | 1.4% | $22.11万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,235.99万 | 4.28% | 347,871 | 59,823 | 20.8% | $212.55万 | 加仓 |
| — | WORLD GOLD TR | $1,184.13万 | 4.10% | 127,752 | 127,752 | — | $1,184.13万 | 新建仓 |
| IAU | ISHARES GOLD TR | $954.61万 | 3.31% | 108,281 | -5,646 | -5.0% | -$49.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $949.03万 | 3.29% | 14,593 | 165 | 1.1% | $10.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $882.94万 | 3.06% | 137,787 | 310 | 0.2% | $1.99万 | 加仓 |
| EMXC | ISHARES INC | $868.89万 | 3.01% | 110,462 | 3,511 | 3.3% | $27.62万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $831.59万 | 2.88% | 38,278 | -1,000 | -2.5% | -$21.73万 | 减仓 |
| ICSH | ISHARES TR | $775.52万 | 2.69% | 153,204 | 3,308 | 2.2% | $16.75万 | 加仓 |
| ISHG | ISHARES TR | $741.26万 | 2.57% | 99,922 | 8,434 | 9.2% | $62.57万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $710.46万 | 2.46% | 142,235 | 15,885 | 12.6% | $79.35万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $710.10万 | 2.46% | 147,784 | 12,758 | 9.4% | $61.30万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $704.90万 | 2.44% | 63,809 | 3,432 | 5.7% | $37.91万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $489.54万 | 1.70% | 148,569 | 8,919 | 6.4% | $29.39万 | 加仓 |
| IVV | ISHARES TR | $419.94万 | 1.45% | 6,429 | -270 | -4.0% | -$17.64万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $394.45万 | 1.37% | 159,373 | -1,174 | -0.7% | -$2.91万 | 减仓 |
| ESML | ISHARES TR | $378.02万 | 1.31% | 80,395 | -822 | -1.0% | -$3.87万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $367.08万 | 1.27% | 43,267 | -495 | -1.1% | -$4.20万 | 减仓 |
| NULV | NUSHARES ETF TR | $352.56万 | 1.22% | 77,485 | -47 | -0.1% | -$2,139 | 减仓 |
| EAGG | ISHARES TR | $290.13万 | 1.00% | 61,015 | 161 | 0.3% | $7,656 | 加仓 |
| MUB | ISHARES TR | $289.79万 | 1.00% | 27,300 | 190 | 0.7% | $2.02万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $274.31万 | 0.95% | 34,029 | 6,237 | 22.4% | $50.28万 | 加仓 |
| IWB | ISHARES TR | $269.00万 | 0.93% | 7,544 | -213 | -2.7% | -$7.59万 | 减仓 |
| VOTE | TCW ETF TRUST | $260.64万 | 0.90% | 34,160 | 219 | 0.6% | $1.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $243.94万 | 0.84% | 7,604 | 184 | 2.5% | $5.90万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $238.66万 | 0.83% | 29,618 | 106 | 0.4% | $8,541 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $226.02万 | 0.78% | 28,512 | -2,766 | -8.8% | -$21.93万 | 减仓 |
| CLIP | GLOBAL X FDS | $224.32万 | 0.78% | 22,352 | 621 | 2.9% | $6.23万 | 加仓 |
| BGRN | ISHARES TR | $222.78万 | 0.77% | 46,930 | 234 | 0.5% | $1.11万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $221.71万 | 0.77% | 44,533 | -10,384 | -18.9% | -$51.70万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $219.30万 | 0.76% | 43,957 | 772 | 1.8% | $3.85万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $213.65万 | 0.74% | 29,013 | -2,147 | -6.9% | -$15.81万 | 减仓 |
| AAPL | APPLE INC | $185.37万 | 0.64% | 7,304 | -558 | -7.1% | -$14.16万 | 减仓 |
| SUSB | ISHARES TR | $181.83万 | 0.63% | 72,544 | -2,635 | -3.5% | -$6.60万 | 减仓 |
| IVE | ISHARES TR | $172.87万 | 0.60% | 8,187 | -8 | -0.1% | -$1,689 | 减仓 |
| IWM | ISHARES TR | $164.32万 | 0.57% | 6,626 | 88 | 1.3% | $2.18万 | 加仓 |
| IWR | ISHARES TR | $163.97万 | 0.57% | 16,864 | -20 | -0.1% | -$1,945 | 减仓 |
| UI | UBIQUITI INC | $148.57万 | 0.51% | 1,880 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $136.25万 | 0.47% | 17,653 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $130.49万 | 0.45% | 4,538 | -173 | -3.7% | -$4.97万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $115.74万 | 0.40% | 4,871 | 738 | 17.9% | $17.54万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $114.20万 | 0.40% | 15,710 | 1,237 | 8.5% | $8.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $114.12万 | 0.40% | 3,083 | -60 | -1.9% | -$2.22万 | 减仓 |
| LLY | ELI LILLY & CO | $112.03万 | 0.39% | 1,218 | -25 | -2.0% | -$2.30万 | 减仓 |
| — | ISHARES TR | $112.00万 | 0.39% | 23,411 | -657 | -2.7% | -$3.14万 | 减仓 |
| MDB | MONGODB INC | $111.54万 | 0.39% | 4,557 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $104.90万 | 0.36% | 3,510 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $91.67万 | 0.32% | 8,304 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $88.33万 | 0.31% | 16,343 | 171 | 1.1% | $9,243 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $87.89万 | 0.30% | 882 | -4 | -0.5% | -$3,986 | 减仓 |
| CRBN | ISHARES TR | $85.51万 | 0.30% | 3,838 | -886 | -18.8% | -$19.74万 | 减仓 |
| FSLR | FIRST SOLAR INC | $82.95万 | 0.29% | 4,205 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $79.04万 | 0.27% | 7,422 | -465 | -5.9% | -$4.95万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $76.68万 | 0.27% | 28,817 | -3,067 | -9.6% | -$8.16万 | 减仓 |
| IWN | ISHARES TR | $73.56万 | 0.25% | 3,880 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.25% | 1 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TRUST | $71.54万 | 0.25% | 14,356 | 8,265 | 135.7% | $41.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $71.51万 | 0.25% | 2,431 | 9 | 0.4% | $2,647 | 加仓 |
| VOO | VANGUARD INDEX FDS | $69.86万 | 0.24% | 1,169 | -670 | -36.4% | -$40.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $65.09万 | 0.23% | 1,490 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $61.82万 | 0.21% | 8,863 | -65 | -0.7% | -$4,534 | 减仓 |
| AMZN | AMAZON COM INC | $60.44万 | 0.21% | 2,902 | -100 | -3.3% | -$2.08万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $59.52万 | 0.21% | 7,926 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $58.62万 | 0.20% | 3,466 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $55.30万 | 0.19% | 1,125 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX ETF TRUST | $54.63万 | 0.19% | 10,806 | 10,806 | — | $54.63万 | 新建仓 |
| — | BONDBLOXX ETF TRUST | $53.97万 | 0.19% | 10,758 | 10,758 | — | $53.97万 | 新建仓 |
| P | EVERPURE INC | $51.68万 | 0.18% | 8,753 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $50.71万 | 0.18% | 586 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $49.82万 | 0.17% | 4,008 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $49.52万 | 0.17% | 5,150 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $49.23万 | 0.17% | 1,438 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $45.64万 | 0.16% | 2,690 | 150 | 5.9% | $2.54万 | 加仓 |
| — | ISHARES TR | $42.31万 | 0.15% | 5,040 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $42.04万 | 0.15% | 9,245 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $41.00万 | 0.14% | 4,221 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $40.58万 | 0.14% | 1,899 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $40.50万 | 0.14% | 5,997 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $38.91万 | 0.13% | 4,195 | 0 | 0.0% | — | 重新持有 |
| AGG | ISHARES TR | $36.52万 | 0.13% | 3,679 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $35.79万 | 0.12% | 13,958 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TR | $34.29万 | 0.12% | 7,342 | -1,179 | -13.8% | -$5.51万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.11万 | 0.11% | 691 | -80 | -10.4% | -$3.83万 | 减仓 |
| GOOG | ALPHABET INC | $32.38万 | 0.11% | 1,129 | 100 | 9.7% | $2.87万 | 加仓 |
| IVW | ISHARES TR | $31.00万 | 0.11% | 2,741 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $28.58万 | 0.10% | 1,639 | 98 | 6.4% | $1.71万 | 加仓 |
| IEFA | ISHARES TR | $27.75万 | 0.10% | 3,065 | -53 | -1.7% | -$4,798 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.93万 | 0.09% | 1,252 | 113 | 9.9% | $2.43万 | 加仓 |
| IUSV | ISHARES TR | $22.93万 | 0.08% | 2,243 | -12 | -0.5% | -$1,227 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.91万 | 0.08% | 678 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $21.56万 | 0.07% | 13,577 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.88万 | 0.07% | 5,400 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $20.79万 | 0.07% | 360 | 9 | 2.6% | $5,199 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $20.57万 | 0.07% | 3,281 | 1 | 0.0% | $63 | 加仓 |
| WMT | WALMART INC | $20.01万 | 0.07% | 1,610 | 1,610 | — | $20.01万 | 新建仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -482 | -100.0% | -$32.61万 | 清仓 |