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 |
|---|---|---|---|---|---|---|---|---|
| PTL | NORTHERN LTS FD TR IV | $3,807.78万 | 17.80% | 151,974 | 10,084 | 7.1% | $252.66万 | 加仓 |
| OAIM | UNIFIED SER TR | $2,730.59万 | 12.77% | 634,179 | 22,211 | 3.6% | $95.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,795.35万 | 8.39% | 25 | -4 | -13.8% | -$287.26万 | 减仓 |
| TPSC | TIMOTHY PLAN | $749.20万 | 3.50% | 176,510 | 3,573 | 2.1% | $15.17万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $709.41万 | 3.32% | 297,360 | 15,017 | 5.3% | $35.83万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $651.58万 | 3.05% | 268,472 | 25,098 | 10.3% | $60.91万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $536.82万 | 2.51% | 1,275 | 1,225 | 2,450.0% | $515.76万 | 加仓 |
| BCI | ABRDN ETFS | $519.96万 | 2.43% | 214,064 | 11,500 | 5.7% | $27.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $511.40万 | 2.39% | 29,324 | -223 | -0.8% | -$3.89万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $488.92万 | 2.29% | 82,102 | 11,713 | 16.6% | $69.75万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $300.86万 | 1.41% | 80,466 | -9,930 | -11.0% | -$37.13万 | 减仓 |
| IVV | ISHARES TR | $276.31万 | 1.29% | 4,230 | 26 | 0.6% | $1.70万 | 加仓 |
| AAPL | APPLE INC | $260.33万 | 1.22% | 10,258 | 200 | 2.0% | $5.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $254.10万 | 1.19% | 6,864 | -163 | -2.3% | -$6.03万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $245.58万 | 1.15% | 5,175 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $221.73万 | 1.04% | 4,627 | -203 | -4.2% | -$9.73万 | 减仓 |
| GOOGL | ALPHABET INC | $190.51万 | 0.89% | 6,625 | 37 | 0.6% | $1.06万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $142.27万 | 0.67% | 57,481 | 2,426 | 4.4% | $6.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $119.47万 | 0.56% | 1,837 | -8 | -0.4% | -$5,203 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $118.62万 | 0.55% | 18,511 | -3,162 | -14.6% | -$20.26万 | 减仓 |
| AVGO | BROADCOM INC | $113.75万 | 0.53% | 3,675 | 625 | 20.5% | $19.35万 | 加仓 |
| TTE | TOTALENERGIES SE | $106.76万 | 0.50% | 11,735 | 11,735 | — | $106.76万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $104.93万 | 0.49% | 1,053 | 54 | 5.4% | $5.38万 | 加仓 |
| GE | GE AEROSPACE | $100.31万 | 0.47% | 3,535 | -74 | -2.1% | -$2.10万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $96.29万 | 0.45% | 10,431 | 693 | 7.1% | $6.40万 | 加仓 |
| AME | AMETEK INC | $94.77万 | 0.44% | 4,421 | 67 | 1.5% | $1.44万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $93.31万 | 0.44% | 40,187 | 7,074 | 21.4% | $16.43万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $91.97万 | 0.43% | 14,999 | -59 | -0.4% | -$3,618 | 减仓 |
| VO | VANGUARD INDEX FDS | $88.55万 | 0.41% | 3,083 | -265 | -7.9% | -$7.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.30万 | 0.40% | 2,524 | 39 | 1.6% | $1.32万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $80.06万 | 0.37% | 17,067 | -5,234 | -23.5% | -$24.55万 | 减仓 |
| GEV | GE VERNOVA INC | $79.08万 | 0.37% | 906 | -8 | -0.9% | -$6,983 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $79.01万 | 0.37% | 2,811 | 110 | 4.1% | $3.09万 | 加仓 |
| SHEL | SHELL PLC | $78.85万 | 0.37% | 8,479 | 51 | 0.6% | $4,743 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.08万 | 0.37% | 30,452 | 5,422 | 21.7% | $13.90万 | 加仓 |
| IX | ORIX CORP | $75.57万 | 0.35% | 25,200 | 882 | 3.6% | $2.65万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $75.31万 | 0.35% | 16,508 | 8 | 0.0% | $365 | 加仓 |
| BHP | BHP BILLITON LIMITED | $75.13万 | 0.35% | 10,329 | 271 | 2.7% | $1.97万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.10万 | 0.35% | 13,895 | -2,042 | -12.8% | -$11.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $73.69万 | 0.34% | 2,505 | -72 | -2.8% | -$2.12万 | 减仓 |
| LOW | LOWES COS INC | $72.76万 | 0.34% | 3,079 | 47 | 1.6% | $1.11万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $70.25万 | 0.33% | 1,406 | 72 | 5.4% | $3.60万 | 加仓 |
| AFL | AFLAC INC | $69.30万 | 0.32% | 6,316 | 5 | 0.1% | $549 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $69.15万 | 0.32% | 17,362 | 180 | 1.0% | $7,169 | 加仓 |
| VOO | VANGUARD INDEX FDS | $68.06万 | 0.32% | 1,139 | 36 | 3.3% | $2.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $67.24万 | 0.31% | 2,223 | 112 | 5.3% | $3.39万 | 加仓 |
| NUE | NUCOR CORP | $66.26万 | 0.31% | 3,918 | 13 | 0.3% | $2,199 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $66.17万 | 0.31% | 2,707 | -22 | -0.8% | -$5,378 | 减仓 |
| TM | TOYOTA MOTOR CORP | $65.10万 | 0.30% | 3,159 | 69 | 2.2% | $1.42万 | 加仓 |
| ASML | ASML HLDG NV | $63.93万 | 0.30% | 484 | 18 | 3.9% | $2.38万 | 加仓 |
| PEP | PEPSICO INC | $63.47万 | 0.30% | 4,087 | 82 | 2.0% | $1.27万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $63.34万 | 0.30% | 1,790 | 237 | 15.3% | $8.39万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $63.18万 | 0.30% | 13,841 | -3,179 | -18.7% | -$14.51万 | 减仓 |
| WFC | WELLS FARGO & CO | $63.15万 | 0.30% | 7,932 | -79 | -1.0% | -$6,289 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $62.41万 | 0.29% | 22,411 | 2,788 | 14.2% | $7.76万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $62.32万 | 0.29% | 2,487 | 41 | 1.7% | $1.03万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $62.31万 | 0.29% | 23,857 | 703 | 3.0% | $1.84万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $61.65万 | 0.29% | 6,638 | 372 | 5.9% | $3.46万 | 加仓 |
| — | UNIFIED SER TR | $61.53万 | 0.29% | 15,262 | -1,868 | -10.9% | -$7.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $60.55万 | 0.28% | 2,498 | 85 | 3.5% | $2.06万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $60.22万 | 0.28% | 9,626 | 547 | 6.0% | $3.42万 | 加仓 |
| MCK | MCKESSON CORP | $59.71万 | 0.28% | 690 | -18 | -2.5% | -$1.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $59.54万 | 0.28% | 1,856 | -28 | -1.5% | -$8,983 | 减仓 |
| AMZN | AMAZON COM INC | $59.52万 | 0.28% | 2,858 | -313 | -9.9% | -$6.52万 | 减仓 |
| MRK | MERCK & CO INC | $57.84万 | 0.27% | 4,808 | -67 | -1.4% | -$8,059 | 减仓 |
| LLY | ELI LILLY & CO | $56.57万 | 0.26% | 615 | 41 | 7.1% | $3.77万 | 加仓 |
| KHC | KRAFT HEINZ CO | $54.69万 | 0.26% | 24,318 | 1,275 | 5.5% | $2.87万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $52.87万 | 0.25% | 21,747 | 1,568 | 7.8% | $3.81万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $52.16万 | 0.24% | 1,838 | 59 | 3.3% | $1.67万 | 加仓 |
| CSCO | CISCO SYS INC | $52.00万 | 0.24% | 6,702 | 442 | 7.1% | $3.43万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $50.61万 | 0.24% | 2,637 | -14 | -0.5% | -$2,687 | 减仓 |
| IQV | IQVIA HLDGS INC | $49.90万 | 0.23% | 2,926 | 169 | 6.1% | $2.88万 | 加仓 |
| PSX | PHILLIPS 66 | $48.55万 | 0.23% | 2,665 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $46.53万 | 0.22% | 5,140 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $46.19万 | 0.22% | 820 | 37 | 4.7% | $2.08万 | 加仓 |
| MDT | MEDTRONIC PLC | $45.35万 | 0.21% | 5,234 | 356 | 7.3% | $3.08万 | 加仓 |
| AMGN | AMGEN INC | $45.11万 | 0.21% | 1,282 | 58 | 4.7% | $2.04万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $44.56万 | 0.21% | 17,391 | -368 | -2.1% | -$9,428 | 减仓 |
| DOLE | DOLE PLC | $44.09万 | 0.21% | 30,854 | 8,221 | 36.3% | $11.75万 | 加仓 |
| PLD | PROLOGIS INC. | $43.55万 | 0.20% | 3,295 | 218 | 7.1% | $2.88万 | 加仓 |
| OACP | UNIFIED SER TR | $43.47万 | 0.20% | 19,134 | 1,227 | 6.9% | $2.79万 | 加仓 |
| EMB | ISHARES TR | $43.36万 | 0.20% | 4,616 | -3,138 | -40.5% | -$29.47万 | 减仓 |
| ACWX | ISHARES TR | $42.53万 | 0.20% | 6,211 | -91 | -1.4% | -$6,231 | 减仓 |
| QCOM | QUALCOMM INC | $42.04万 | 0.20% | 3,264 | 291 | 9.8% | $3.75万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $41.75万 | 0.20% | 331 | 10 | 3.1% | $1.26万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $41.03万 | 0.19% | 2,069 | 308 | 17.5% | $6.11万 | 加仓 |
| IDV | ISHARES TR | $40.80万 | 0.19% | 9,586 | -416 | -4.2% | -$1.77万 | 减仓 |
| SYK | STRYKER CORPORATION | $40.52万 | 0.19% | 1,233 | 48 | 4.1% | $1.58万 | 加仓 |
| BN | BROOKFIELD CORP | $40.49万 | 0.19% | 10,004 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $39.37万 | 0.18% | 11,876 | 1,548 | 15.0% | $5.13万 | 加仓 |
| IWM | ISHARES TR | $39.26万 | 0.18% | 1,583 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $39.02万 | 0.18% | 7,975 | 875 | 12.3% | $4.28万 | 加仓 |
| TSLA | TESLA INC | $38.93万 | 0.18% | 1,047 | -9 | -0.9% | -$3,347 | 减仓 |
| ADBE | ADOBE INC | $38.92万 | 0.18% | 1,601 | 197 | 14.0% | $4.79万 | 加仓 |
| YUM | YUM BRANDS INC | $38.62万 | 0.18% | 2,484 | 4 | 0.2% | $622 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $38.36万 | 0.18% | 3,859 | 283 | 7.9% | $2.81万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $38.10万 | 0.18% | 4,758 | 208 | 4.6% | $1.67万 | 加仓 |
| — | UNIFIED SER TR | $37.72万 | 0.18% | 12,659 | 294 | 2.4% | $8,761 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $37.68万 | 0.18% | 4,677 | 4,677 | — | $37.68万 | 新建仓 |
| ORCL | ORACLE CORP | $37.49万 | 0.18% | 2,548 | 68 | 2.7% | $1.00万 | 加仓 |