Plan A Wealth LLC
LINCOLN NE · SEC CIK 0002093645
$2.14亿2026Q1 申报市值
178持仓数
58.4%前十大占比 · 第一大 17.8%
17 / 12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
BKNG 加仓+$515.76万
PTL 加仓+$252.66万
TTE 新建仓+$106.76万
OAIM 加仓+$95.63万
VGIT 加仓+$69.75万
2026Q1 卖出最多 按季末市值估算
BRK/A 减仓-$287.26万
ESGE 减仓-$59.65万
VTV 清仓-$45.86万
WWJD 减仓-$37.13万
VBND 清仓-$36.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,401 | -100.0% | -$45.86万 | 清仓 |
| VBND | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -8,241 | -100.0% | -$36.40万 | 清仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -15,141 | -100.0% | -$36.16万 | 清仓 |
| BIBL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -7,832 | -100.0% | -$35.35万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,733 | -100.0% | -$35.06万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -668 | -100.0% | -$32.59万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,346 | -100.0% | -$32.38万 | 清仓 |
| TPLC | TIMOTHY PLAN | $0 | 0.00% | 0 | -6,786 | -100.0% | -$30.84万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,330 | -100.0% | -$27.25万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -963 | -100.0% | -$22.00万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSM | BNY MELLON STRATEGIC MUN BD | $0 | 0.00% | 0 | -10,500 | -100.0% | -$6.48万 | 清仓 |
| ACH | OWENS & MINOR INC NEW | $0 | 0.00% | 0 | -15,680 | -100.0% | -$4.39万 | 清仓 |
| ABEV | AMBEV SA | $3.05万 | 0.01% | 10,449 | -3,384 | -24.5% | -$9,881 | 减仓 |
| SID | COMPANHIA SIDERURGICA NACION | $4.75万 | 0.02% | 38,279 | 1,304 | 3.5% | $1,617 | 加仓 |
| LPL | LG DISPLAY CO LTD | $5.75万 | 0.03% | 14,812 | 4,175 | 39.2% | $1.62万 | 加仓 |
| GGB | GERDAU SA | $5.92万 | 0.03% | 16,410 | -1,534 | -8.5% | -$5,538 | 减仓 |
| TKC | TURKCELL ILETISIM | $6.42万 | 0.03% | 10,642 | 10,642 | — | $6.42万 | 新建仓 |
| ENIC | ENEL CHILE SA | $6.61万 | 0.03% | 16,766 | 1,323 | 8.6% | $5,213 | 加仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $6.70万 | 0.03% | 15,216 | -1,164 | -7.1% | -$5,122 | 减仓 |
| BBD | BANCO BRADESCO S A | $6.77万 | 0.03% | 18,559 | 1,266 | 7.3% | $4,621 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $8.57万 | 0.04% | 15,552 | 1,559 | 11.1% | $8,590 | 加仓 |
| NEOG | NEOGEN CORP | $9.97万 | 0.05% | 10,736 | -1,329 | -11.0% | -$1.23万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $15.30万 | 0.07% | 13,932 | 13,932 | — | $15.30万 | 新建仓 |
| KTF | DWS MUN INCOME TR | $15.70万 | 0.07% | 17,253 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD | $19.66万 | 0.09% | 38,140 | 6,939 | 22.2% | $3.58万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.00万 | 0.09% | 3,552 | -515 | -12.7% | -$2.90万 | 重新持有 |
| STLD | STEEL DYNAMICS INC | $20.02万 | 0.09% | 1,112 | 1,112 | — | $20.02万 | 新建仓 |
| GPC | GENUINE PARTS CO | $20.04万 | 0.09% | 1,895 | 1,895 | — | $20.04万 | 新建仓 |
| INMD | INMODE LTD | $20.15万 | 0.09% | 14,729 | 1,851 | 14.4% | $2.53万 | 加仓 |
| ESGE | ISHARES INC | $20.41万 | 0.10% | 4,489 | -13,119 | -74.5% | -$59.65万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $20.53万 | 0.10% | 2,477 | -457 | -15.6% | -$3.79万 | 减仓 |
| PCAR | PACCAR INC | $20.84万 | 0.10% | 1,804 | 1,804 | — | $20.84万 | 新建仓 |
| IJK | ISHARES TR | $21.04万 | 0.10% | 2,091 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.28万 | 0.10% | 1,455 | 249 | 20.6% | $3.64万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $21.57万 | 0.10% | 4,998 | 4,998 | — | $21.57万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $21.69万 | 0.10% | 1,174 | 1,174 | — | $21.69万 | 新建仓 |
| IVW | ISHARES TR | $21.73万 | 0.10% | 1,921 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $21.83万 | 0.10% | 2,016 | -169 | -7.7% | -$1.83万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $21.93万 | 0.10% | 3,731 | -730 | -16.4% | -$4.29万 | 减仓 |
| NICE | NICE LTD | $22.20万 | 0.10% | 2,013 | 2,013 | — | $22.20万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $22.28万 | 0.10% | 1,624 | -102 | -5.9% | -$1.40万 | 减仓 |
| MKL | MARKEL GROUP INC | $22.59万 | 0.11% | 118 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $22.69万 | 0.11% | 3,100 | 3,100 | — | $22.69万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $23.40万 | 0.11% | 4,204 | -1,007 | -19.3% | -$5.60万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $23.47万 | 0.11% | 7,386 | 1,025 | 16.1% | $3.26万 | 加仓 |
| ELCV | STRATEGY SHS | $23.52万 | 0.11% | 8,109 | 223 | 2.8% | $6,467 | 加仓 |
| DIS | DISNEY WALT CO | $23.66万 | 0.11% | 2,455 | 259 | 11.8% | $2.50万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $23.90万 | 0.11% | 6,388 | 56 | 0.9% | $2,096 | 加仓 |
| MPC | MARATHON PETE CORP | $24.22万 | 0.11% | 992 | -49 | -4.7% | -$1.20万 | 重新持有 |
| RIO | RIO TINTO PLC | $24.24万 | 0.11% | 2,598 | -324 | -11.1% | -$3.02万 | 减仓 |
| IVE | ISHARES TR | $24.60万 | 0.12% | 1,165 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $25.18万 | 0.12% | 1,085 | 1,085 | — | $25.18万 | 新建仓 |
| HDV | ISHARES TR | $25.69万 | 0.12% | 1,893 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $25.91万 | 0.12% | 176 | 1 | 0.6% | $1,472 | 加仓 |
| BAC | BANK AMERICA CORP | $25.92万 | 0.12% | 5,317 | -122 | -2.2% | -$5,948 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $26.24万 | 0.12% | 3,610 | 3,610 | — | $26.24万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $26.27万 | 0.12% | 6,654 | 270 | 4.2% | $1.07万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $26.55万 | 0.12% | 5,719 | 1,411 | 32.8% | $6.55万 | 加仓 |
| PRK | PARK NATL CORP | $26.56万 | 0.12% | 1,625 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $26.72万 | 0.12% | 1,421 | -899 | -38.8% | -$16.90万 | 减仓 |
| STM | STMICROELECTRONICS N V | $27.19万 | 0.13% | 7,870 | 7,870 | — | $27.19万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $27.23万 | 0.13% | 856 | 0 | 0.0% | — | 不变 |
| OALC | UNIFIED SER TR | $28.06万 | 0.13% | 8,188 | 292 | 3.7% | $1.00万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $28.07万 | 0.13% | 4,246 | 4,246 | — | $28.07万 | 新建仓 |
| IWR | ISHARES TR | $28.34万 | 0.13% | 2,915 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $28.94万 | 0.14% | 1,193 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $29.24万 | 0.14% | 8,832 | -54 | -0.6% | -$1,788 | 减仓 |
| SPSM | SPDR SERIES TRUST | $29.34万 | 0.14% | 6,072 | -1,635 | -21.2% | -$7.90万 | 减仓 |
| PFE | PFIZER INC | $29.40万 | 0.14% | 10,470 | 213 | 2.1% | $5,981 | 加仓 |
| ESLT | ELBIT SYS LTD | $29.46万 | 0.14% | 347 | -31 | -8.2% | -$2.63万 | 减仓 |
| ZTS | ZOETIS INC | $29.87万 | 0.14% | 2,527 | 484 | 23.7% | $5.72万 | 加仓 |
| SLB | SLB LIMITED | $30.16万 | 0.14% | 5,869 | -589 | -9.1% | -$3.03万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $30.81万 | 0.14% | 2,318 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $31.15万 | 0.15% | 2,155 | 2,155 | — | $31.15万 | 新建仓 |
| PEBO | PEOPLES BANCORP INC | $31.53万 | 0.15% | 9,592 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $31.95万 | 0.15% | 5,725 | 952 | 19.9% | $5.31万 | 加仓 |
| E | ENI SPA | $32.41万 | 0.15% | 5,725 | 143 | 2.6% | $8,095 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $32.76万 | 0.15% | 10,102 | 408 | 4.2% | $1.32万 | 加仓 |
| SJM | SMUCKER J M CO | $32.91万 | 0.15% | 3,413 | 472 | 16.0% | $4.55万 | 加仓 |
| MOS | MOSAIC CO | $33.34万 | 0.16% | 13,075 | 1,221 | 10.3% | $3.11万 | 加仓 |
| FTI | TECHNIPFMC PLC | $33.37万 | 0.16% | 4,827 | -470 | -8.9% | -$3.25万 | 减仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $33.84万 | 0.16% | 8,094 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $34.25万 | 0.16% | 4,911 | -51 | -1.0% | -$3,557 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $35.34万 | 0.17% | 9,500 | -230 | -2.4% | -$8,556 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $35.47万 | 0.17% | 3,112 | 153 | 5.2% | $1.74万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $35.94万 | 0.17% | 12,337 | 2,499 | 25.4% | $7.28万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $36.38万 | 0.17% | 4,753 | -1,324 | -21.8% | -$10.13万 | 减仓 |
| CAT | CATERPILLAR INC | $36.49万 | 0.17% | 515 | -73 | -12.4% | -$5.17万 | 减仓 |
| EQNR | EQUINOR ASA | $36.71万 | 0.17% | 8,699 | 8,699 | — | $36.71万 | 新建仓 |
| ARTY | ISHARES TR | $37.19万 | 0.17% | 7,993 | -416 | -4.9% | -$1.94万 | 减仓 |
| ORCL | ORACLE CORP | $37.49万 | 0.18% | 2,548 | 68 | 2.7% | $1.00万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $37.68万 | 0.18% | 4,677 | 4,677 | — | $37.68万 | 新建仓 |
| — | UNIFIED SER TR | $37.72万 | 0.18% | 12,659 | 294 | 2.4% | $8,761 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $38.10万 | 0.18% | 4,758 | 208 | 4.6% | $1.67万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $38.36万 | 0.18% | 3,859 | 283 | 7.9% | $2.81万 | 加仓 |
| YUM | YUM BRANDS INC | $38.62万 | 0.18% | 2,484 | 4 | 0.2% | $622 | 加仓 |
| ADBE | ADOBE INC | $38.92万 | 0.18% | 1,601 | 197 | 14.0% | $4.79万 | 加仓 |
| TSLA | TESLA INC | $38.93万 | 0.18% | 1,047 | -9 | -0.9% | -$3,347 | 减仓 |