Pearl Planning LLC
DEXTER MI · SEC CIK 0002100519
$1.87亿2026Q1 申报市值
52持仓数
72.5%前十大占比 · 第一大 13.6%
2 / 0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
JPIE 新建仓+$1,649.98万
FBND 新建仓+$1,602.06万
AVDE 加仓+$199.01万
VOO 加仓+$111.56万
VO 加仓+$68.32万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$1,257.37万
FRDM 减仓-$39.22万
XMHQ 减仓-$28.16万
BIL 减仓-$7.84万
QUAL 减仓-$7.27万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,552.93万 | 13.64% | 42,723 | 1,867 | 4.6% | $111.56万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,960.79万 | 10.48% | 231,116 | 23,457 | 11.3% | $199.01万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,649.98万 | 8.82% | 358,146 | 358,146 | — | $1,649.98万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,602.06万 | 8.56% | 351,175 | 351,175 | — | $1,602.06万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $1,436.13万 | 7.68% | 73,197 | 9 | 0.0% | $1,766 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,267.98万 | 6.78% | 44,153 | 2,379 | 5.7% | $68.32万 | 加仓 |
| FRDM | EA SERIES TRUST | $963.26万 | 5.15% | 176,261 | -7,176 | -3.9% | -$39.22万 | 减仓 |
| DGRO | ISHARES TR | $747.59万 | 4.00% | 106,525 | 4,881 | 4.8% | $34.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $721.80万 | 3.86% | 65,339 | 1,546 | 2.4% | $17.08万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $658.22万 | 3.52% | 58,628 | 1,668 | 2.9% | $18.73万 | 加仓 |
| BOXX | EA SERIES TRUST | $581.52万 | 3.11% | 50,006 | 843 | 1.7% | $9.80万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $501.04万 | 2.68% | 21,086 | 899 | 4.5% | $21.36万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $440.33万 | 2.35% | 120,078 | 5,303 | 4.6% | $19.45万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $310.12万 | 1.66% | 39,551 | 6,773 | 20.7% | $53.11万 | 加仓 |
| BIL | SPDR SERIES TRUST | $308.91万 | 1.65% | 33,709 | -855 | -2.5% | -$7.84万 | 减仓 |
| QQQ | INVESCO QQQ TR | $288.03万 | 1.54% | 4,990 | -14 | -0.3% | -$8,081 | 减仓 |
| VCEB | VANGUARD WORLD FD | $260.77万 | 1.39% | 41,504 | 5,307 | 14.7% | $33.34万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $225.25万 | 1.20% | 56,942 | 4,105 | 7.8% | $16.24万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $203.71万 | 1.09% | 27,663 | -170,743 | -86.1% | -$1,257.37万 | 减仓 |
| ESML | ISHARES TR | $203.59万 | 1.09% | 43,298 | 1,348 | 3.2% | $6.34万 | 加仓 |
| MUB | ISHARES TR | $181.88万 | 0.97% | 17,134 | -214 | -1.2% | -$2.27万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $116.30万 | 0.62% | 15,069 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $108.91万 | 0.58% | 5,678 | -379 | -6.3% | -$7.27万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $92.18万 | 0.49% | 16,808 | 886 | 5.6% | $4.86万 | 加仓 |
| VB | VANGUARD INDEX FDS | $90.15万 | 0.48% | 3,442 | -4 | -0.1% | -$1,048 | 减仓 |
| IVV | ISHARES TR | $88.33万 | 0.47% | 1,352 | -1 | -0.1% | -$653 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $77.39万 | 0.41% | 12,077 | -1 | -0.0% | -$64 | 减仓 |
| AGG | ISHARES TR | $73.73万 | 0.39% | 7,427 | -177 | -2.3% | -$1.76万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $70.43万 | 0.38% | 11,305 | 387 | 3.5% | $2.41万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $70.08万 | 0.37% | 6,780 | -2,724 | -28.7% | -$28.16万 | 减仓 |
| IJH | ISHARES TR | $68.80万 | 0.37% | 10,188 | -134 | -1.3% | -$9,049 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.75万 | 0.36% | 2,754 | -223 | -7.5% | -$5.41万 | 减仓 |
| AAPL | APPLE INC | $62.71万 | 0.34% | 2,471 | 22 | 0.9% | $5,583 | 加仓 |
| IWF | ISHARES TR | $60.47万 | 0.32% | 1,418 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $50.58万 | 0.27% | 5,587 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $49.17万 | 0.26% | 5,279 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $44.47万 | 0.24% | 3,023 | -33 | -1.1% | -$4,855 | 减仓 |
| META | META PLATFORMS INC | $41.88万 | 0.22% | 732 | -94 | -11.4% | -$5.38万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $40.93万 | 0.22% | 1,869 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $40.16万 | 0.21% | 1,085 | -27 | -2.4% | -$9,995 | 减仓 |
| VOTE | TCW ETF TRUST | $36.33万 | 0.19% | 4,761 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $33.35万 | 0.18% | 6,883 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $32.37万 | 0.17% | 1,490 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $31.82万 | 0.17% | 6,306 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $29.66万 | 0.16% | 2,232 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $29.02万 | 0.16% | 1,664 | -1 | -0.1% | -$174 | 减仓 |
| VTI | VANGUARD INDEX FDS | $25.93万 | 0.14% | 808 | -20 | -2.4% | -$6,418 | 减仓 |
| ESGU | ISHARES TR | $24.49万 | 0.13% | 1,732 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $23.80万 | 0.13% | 809 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $22.28万 | 0.12% | 1,070 | -91 | -7.8% | -$1.90万 | 减仓 |
| AVGO | BROADCOM INC | $20.86万 | 0.11% | 674 | 11 | 1.7% | $3,405 | 加仓 |
| GOOGL | ALPHABET INC | $20.85万 | 0.11% | 725 | -20 | -2.7% | -$5,751 | 减仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |