Plan A Wealth LLC
LINCOLN NE · SEC CIK 0002093645
$2.35亿2026Q2 申报市值
194持仓数
58.8%前十大占比 · 第一大 19.4%
29 / 15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
PTL 加仓+$203.87万
OAIM 加仓+$100.80万
VGIT 加仓+$64.11万
IBD 加仓+$58.67万
SCHO 加仓+$48.39万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$546.25万
BRK/B 减仓-$72.16万
IVV 减仓-$67.03万
VEA 减仓-$52.56万
PLD 清仓-$43.55万
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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -3,295 | -100.0% | -$43.55万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -10,004 | -100.0% | -$40.49万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -4,677 | -100.0% | -$37.68万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -8,699 | -100.0% | -$36.71万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,470 | -100.0% | -$29.40万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -4,246 | -100.0% | -$28.07万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,165 | -100.0% | -$24.60万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -992 | -100.0% | -$24.22万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -3,100 | -100.0% | -$22.69万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -118 | -100.0% | -$22.59万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,016 | -100.0% | -$21.83万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -1,921 | -100.0% | -$21.73万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -3,552 | -100.0% | -$20.00万 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -10,736 | -100.0% | -$9.97万 | 清仓 |
| ABEV | AMBEV SA | $0 | 0.00% | 0 | -10,449 | -100.0% | -$3.05万 | 清仓 |
| SID | COMPANHIA SIDERURGICA NACION | $5.12万 | 0.02% | 55,929 | 17,650 | 46.1% | $1.61万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $6.31万 | 0.03% | 12,570 | -2,982 | -19.2% | -$1.50万 | 减仓 |
| LPL | LG DISPLAY CO LTD | $6.36万 | 0.03% | 16,337 | 1,525 | 10.3% | $5,932 | 加仓 |
| BBD | BANCO BRADESCO S A | $6.63万 | 0.03% | 19,103 | 544 | 2.9% | $1,888 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $6.78万 | 0.03% | 11,732 | 11,732 | — | $6.78万 | 新建仓 |
| TKC | TURKCELL ILETISIM | $6.94万 | 0.03% | 11,798 | 1,156 | 10.9% | $6,797 | 加仓 |
| GGB | GERDAU SA | $7.19万 | 0.03% | 17,793 | 1,383 | 8.4% | $5,587 | 加仓 |
| ENIC | ENEL CHILE SA | $8.19万 | 0.03% | 18,192 | 1,426 | 8.5% | $6,417 | 加仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $8.22万 | 0.03% | 16,335 | 1,119 | 7.4% | $5,629 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $8.91万 | 0.04% | 13,497 | 13,497 | — | $8.91万 | 新建仓 |
| KTF | DWS MUN INCOME TR | $15.87万 | 0.07% | 17,253 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $16.16万 | 0.07% | 13,932 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $20.03万 | 0.09% | 264 | -83 | -23.9% | -$6.30万 | 减仓 |
| IDXX | IDEXX LABS INC | $20.27万 | 0.09% | 385 | 385 | — | $20.27万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $20.45万 | 0.09% | 1,292 | 1,292 | — | $20.45万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.45万 | 0.09% | 1,753 | 298 | 20.5% | $3.48万 | 加仓 |
| NICE | NICE LTD | $20.89万 | 0.09% | 2,299 | 286 | 14.2% | $2.60万 | 加仓 |
| E | ENI SPA | $21.09万 | 0.09% | 4,501 | -1,224 | -21.4% | -$5.74万 | 减仓 |
| DG | DOLLAR GEN CORP | $21.15万 | 0.09% | 1,837 | 1,837 | — | $21.15万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $21.21万 | 0.09% | 1,231 | 57 | 4.9% | $9,822 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $21.56万 | 0.09% | 4,178 | -26 | -0.6% | -$1,342 | 减仓 |
| CTAS | CINTAS CORP | $21.64万 | 0.09% | 1,272 | 1,272 | — | $21.64万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $21.89万 | 0.09% | 722 | 722 | — | $21.89万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.89万 | 0.09% | 1,228 | -30,647 | -96.1% | -$546.25万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $22.05万 | 0.09% | 9,310 | 9,310 | — | $22.05万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $22.06万 | 0.09% | 2,483 | 6 | 0.2% | $533 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $22.39万 | 0.10% | 5,084 | 86 | 1.7% | $3,788 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $22.71万 | 0.10% | 1,728 | 1,728 | — | $22.71万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $22.94万 | 0.10% | 3,648 | -83 | -2.2% | -$5,219 | 减仓 |
| ICL | ICL GROUP LTD | $22.98万 | 0.10% | 46,141 | 8,001 | 21.0% | $3.98万 | 加仓 |
| HDV | ISHARES TR | $23.05万 | 0.10% | 8,410 | -1,055 | -11.1% | -$2.89万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $23.06万 | 0.10% | 3,575 | 3,575 | — | $23.06万 | 新建仓 |
| DXCM | DEXCOM INC | $23.14万 | 0.10% | 3,436 | 3,436 | — | $23.14万 | 新建仓 |
| SLB | SLB LIMITED | $23.20万 | 0.10% | 4,989 | -880 | -15.0% | -$4.09万 | 减仓 |
| PNR | PENTAIR PLC | $23.40万 | 0.10% | 3,052 | 1,043 | 51.9% | $8.00万 | 重新持有 |
| PCAR | PACCAR INC | $23.50万 | 0.10% | 1,956 | 152 | 8.4% | $1.83万 | 加仓 |
| DIS | DISNEY WALT CO | $23.63万 | 0.10% | 2,455 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $24.31万 | 0.10% | 2,069 | -22 | -1.1% | -$2,585 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $24.49万 | 0.10% | 3,604 | 3,604 | — | $24.49万 | 新建仓 |
| RIO | RIO TINTO PLC | $24.55万 | 0.10% | 2,586 | -12 | -0.5% | -$1,139 | 减仓 |
| ESGE | ISHARES INC | $24.55万 | 0.10% | 4,489 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $24.58万 | 0.10% | 772 | 772 | — | $24.58万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $24.80万 | 0.11% | 8,607 | 1,221 | 16.5% | $3.52万 | 加仓 |
| EOG | EOG RES INC | $24.85万 | 0.11% | 1,916 | -239 | -11.1% | -$3.10万 | 减仓 |
| CPAY | CORPAY INC | $24.90万 | 0.11% | 747 | 747 | — | $24.90万 | 新建仓 |
| ELCV | STRATEGY SHS | $24.93万 | 0.11% | 7,583 | -526 | -6.5% | -$1.73万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $25.45万 | 0.11% | 121,174 | 121,174 | — | $25.45万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $25.45万 | 0.11% | 2,563 | 2,563 | — | $25.45万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $25.48万 | 0.11% | 3,335 | -275 | -7.6% | -$2.10万 | 减仓 |
| FTI | TECHNIPFMC PLC | $25.50万 | 0.11% | 3,846 | -981 | -20.3% | -$6.50万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $25.69万 | 0.11% | 1,149 | 1,149 | — | $25.69万 | 新建仓 |
| IEMG | ISHARES INC | $25.75万 | 0.11% | 3,108 | -1,803 | -36.7% | -$14.94万 | 减仓 |
| INMD | INMODE LTD | $25.91万 | 0.11% | 17,720 | 2,991 | 20.3% | $4.37万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $26.16万 | 0.11% | 1,140 | 28 | 2.5% | $6,425 | 加仓 |
| SMH | VANECK ETF TRUST | $26.24万 | 0.11% | 400 | 400 | — | $26.24万 | 新建仓 |
| LII | LENNOX INTL INC | $26.76万 | 0.11% | 467 | 467 | — | $26.76万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $26.81万 | 0.11% | 6,442 | 54 | 0.8% | $2,247 | 加仓 |
| DHI | D R HORTON INC | $26.86万 | 0.11% | 1,649 | 1,649 | — | $26.86万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $27.04万 | 0.12% | 1,855 | 231 | 14.2% | $3.37万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $27.08万 | 0.12% | 3,111 | 3,111 | — | $27.08万 | 新建仓 |
| GPC | GENUINE PARTS CO | $27.46万 | 0.12% | 2,327 | 432 | 22.8% | $5.10万 | 加仓 |
| WMT | WALMART INC | $27.48万 | 0.12% | 2,426 | 2,426 | — | $27.48万 | 新建仓 |
| BBH | VANECK ETF TRUST | $27.64万 | 0.12% | 1,360 | -61 | -4.3% | -$1.24万 | 减仓 |
| GRMN | GARMIN LTD | $27.65万 | 0.12% | 1,164 | 79 | 7.3% | $1.88万 | 加仓 |
| NTNX | NUTANIX INC | $28.05万 | 0.12% | 5,504 | 5,504 | — | $28.05万 | 新建仓 |
| BAC | BANK OF AMER CORP | $28.41万 | 0.12% | 4,987 | -330 | -6.2% | -$1.88万 | 减仓 |
| ZTS | ZOETIS INC | $28.94万 | 0.12% | 4,027 | 1,500 | 59.4% | $10.78万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $29.00万 | 0.12% | 4,478 | 715 | 19.0% | $4.63万 | 重新持有 |
| PRK | PARK NATL CORP | $29.74万 | 0.13% | 1,625 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $30.18万 | 0.13% | 8,294 | -538 | -6.1% | -$1.96万 | 减仓 |
| APP | APPLOVIN CORP | $30.66万 | 0.13% | 595 | 595 | — | $30.66万 | 新建仓 |
| PSX | PHILLIPS 66 | $30.82万 | 0.13% | 1,823 | -842 | -31.6% | -$14.23万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $31.27万 | 0.13% | 871 | 871 | — | $31.27万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $31.35万 | 0.13% | 2,519 | 450 | 21.7% | $5.60万 | 加仓 |
| FISV | FISERV INC | $32.15万 | 0.14% | 6,555 | 830 | 14.5% | $4.07万 | 加仓 |
| IWR | ISHARES TR | $32.16万 | 0.14% | 2,915 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $32.45万 | 0.14% | 1,193 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $32.80万 | 0.14% | 5,688 | -384 | -6.3% | -$2.21万 | 减仓 |
| MOS | MOSAIC CO | $32.81万 | 0.14% | 15,485 | 2,410 | 18.4% | $5.11万 | 加仓 |
| IDV | ISHARES TR | $33.10万 | 0.14% | 7,990 | -1,596 | -16.6% | -$6.61万 | 减仓 |
| IWM | ISHARES TR | $33.26万 | 0.14% | 1,107 | -476 | -30.1% | -$14.30万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $33.46万 | 0.14% | 4,402 | 4,402 | — | $33.46万 | 新建仓 |
| OALC | UNIFIED SER TR | $33.57万 | 0.14% | 8,180 | -8 | -0.1% | -$328 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $33.75万 | 0.14% | 1,319 | 1,319 | — | $33.75万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $34.32万 | 0.15% | 5,167 | 1,308 | 33.9% | $8.69万 | 加仓 |