Pearl Planning LLC
DEXTER MI · SEC CIK 0002100519
$2.17亿2026Q2 申报市值
58持仓数
72.4%前十大占比 · 第一大 14.4%
4 / 0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
AVDE 加仓+$273.46万
VOO 加仓+$187.50万
FBND 加仓+$156.51万
JPIE 加仓+$152.93万
VCEB 加仓+$87.31万
2026Q2 卖出最多 按季末市值估算
BOXX 减仓-$126.38万
VTV 减仓-$62.39万
FRDM 减仓-$52.60万
BND 减仓-$31.38万
TXN 重新持有-$18.06万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,121.75万 | 14.36% | 45,453 | 2,730 | 6.4% | $187.50万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,335.02万 | 10.74% | 261,773 | 30,657 | 13.3% | $273.46万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,802.19万 | 8.29% | 391,356 | 33,210 | 9.3% | $152.93万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,754.01万 | 8.07% | 385,581 | 34,406 | 9.8% | $156.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,532.80万 | 7.05% | 70,334 | -2,863 | -3.9% | -$62.39万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,475.77万 | 6.79% | 183,166 | 6,554 | 3.7% | $52.81万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,232.34万 | 5.67% | 169,045 | -7,216 | -4.1% | -$52.60万 | 减仓 |
| DGRO | ISHARES TR | $860.64万 | 3.96% | 113,556 | 7,031 | 6.6% | $53.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $832.21万 | 3.83% | 66,705 | 1,366 | 2.1% | $17.04万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $801.62万 | 3.69% | 60,619 | 1,991 | 3.4% | $26.33万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $684.48万 | 3.15% | 22,592 | 1,506 | 7.1% | $45.63万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $536.97万 | 2.47% | 122,457 | 2,379 | 2.0% | $10.43万 | 加仓 |
| BOXX | EA SERIES TRUST | $459.14万 | 2.11% | 39,213 | -10,793 | -21.6% | -$126.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $360.71万 | 1.66% | 4,898 | -92 | -1.8% | -$6.78万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $360.57万 | 1.66% | 46,281 | 6,730 | 17.0% | $52.43万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $347.78万 | 1.60% | 55,415 | 13,911 | 33.5% | $87.31万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $320.64万 | 1.47% | 62,588 | 5,646 | 9.9% | $28.92万 | 加仓 |
| BIL | SPDR SERIES TRUST | $298.71万 | 1.37% | 32,596 | -1,113 | -3.3% | -$10.20万 | 减仓 |
| ESML | ISHARES TR | $261.80万 | 1.20% | 46,809 | 3,511 | 8.1% | $19.64万 | 加仓 |
| MUB | ISHARES TR | $184.53万 | 0.85% | 17,146 | 12 | 0.1% | $1,291 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $171.70万 | 0.79% | 23,389 | -4,274 | -15.5% | -$31.38万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $152.97万 | 0.70% | 25,372 | 8,564 | 51.0% | $51.63万 | 加仓 |
| QUAL | ISHARES TR | $114.15万 | 0.53% | 5,202 | -476 | -8.4% | -$10.44万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $108.84万 | 0.50% | 14,191 | -878 | -5.8% | -$6.73万 | 减仓 |
| VB | VANGUARD INDEX FDS | $104.43万 | 0.48% | 3,445 | 3 | 0.1% | $909 | 加仓 |
| IVV | ISHARES TR | $100.97万 | 0.46% | 1,348 | -4 | -0.3% | -$2,996 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $87.84万 | 0.40% | 12,329 | 252 | 2.1% | $1.80万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $82.91万 | 0.38% | 11,305 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $77.97万 | 0.36% | 6,907 | 127 | 1.9% | $1.43万 | 加仓 |
| AGG | ISHARES TR | $73.83万 | 0.34% | 7,459 | 32 | 0.4% | $3,167 | 加仓 |
| IJH | ISHARES TR | $72.66万 | 0.33% | 9,423 | -765 | -7.5% | -$5.90万 | 减仓 |
| AAPL | APPLE INC | $71.94万 | 0.33% | 2,486 | 15 | 0.6% | $4,341 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.82万 | 0.33% | 2,554 | -200 | -7.3% | -$5.62万 | 减仓 |
| IWF | ISHARES TR | $70.44万 | 0.32% | 5,673 | 1 | 0.0% | $124 | 加仓 |
| IEFA | ISHARES TR | $53.79万 | 0.25% | 5,569 | -18 | -0.3% | -$1,738 | 减仓 |
| ILCV | ISHARES TR | $53.44万 | 0.25% | 5,279 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $43.72万 | 0.20% | 2,983 | -40 | -1.3% | -$5,862 | 减仓 |
| MSFT | MICROSOFT CORP | $42.71万 | 0.20% | 1,145 | 60 | 5.5% | $2.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $42.52万 | 0.20% | 2,232 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $41.98万 | 0.19% | 4,761 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $39.70万 | 0.18% | 1,863 | -6 | -0.3% | -$1,278 | 减仓 |
| META | META PLATFORMS INC | $39.43万 | 0.18% | 700 | -32 | -4.4% | -$1.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $37.70万 | 0.17% | 1,884 | 220 | 13.2% | $4.40万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $36.04万 | 0.17% | 1,483 | -7 | -0.5% | -$1,701 | 减仓 |
| FEOE | RBB FUND TRUST | $33.67万 | 0.15% | 6,306 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $33.21万 | 0.15% | 6,883 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $30.31万 | 0.14% | 848 | 123 | 17.0% | $4.40万 | 加仓 |
| AMZN | AMAZON COM INC | $30.06万 | 0.14% | 1,261 | 191 | 17.9% | $4.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.02万 | 0.14% | 260 | 260 | — | $30.02万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $29.61万 | 0.14% | 800 | -8 | -1.0% | -$2,961 | 减仓 |
| ESGU | ISHARES TR | $28.35万 | 0.13% | 1,732 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $26.76万 | 0.12% | 818 | 9 | 1.1% | $2,945 | 加仓 |
| MTUM | ISHARES TR | $26.47万 | 0.12% | 772 | 772 | — | $26.47万 | 新建仓 |
| AVGO | BROADCOM INC | $26.11万 | 0.12% | 691 | 17 | 2.5% | $6,425 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $23.85万 | 0.11% | 2,986 | 2,986 | — | $23.85万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $22.64万 | 0.10% | 1,466 | 1,466 | — | $22.64万 | 新建仓 |
| GOOG | ALPHABET INC | $22.58万 | 0.10% | 639 | -18 | -2.7% | -$6,362 | 重新持有 |
| TXN | TEXAS INSTRS INC | $21.46万 | 0.10% | 720 | -606 | -45.7% | -$18.06万 | 重新持有 |