Financial Planning Navigators CORP
MAPLE GROVE MN · SEC CIK 0002102043
$2.28亿2026Q1 申报市值
51持仓数
82.1%前十大占比 · 第一大 23.4%
5 / 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
VV 加仓+$213.08万
DIMENSIONAL ETF 加仓+$100.49万
VTEB 加仓+$100.45万
IEFA 加仓+$93.91万
SPYM 加仓+$54.47万
2026Q1 卖出最多 按季末市值估算
CEF 减仓-$32.54万
VT 减仓-$27.48万
CGGO 减仓-$6.44万
VOO 减仓-$5.44万
IVV 减仓-$1.83万
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 |
|---|---|---|---|---|---|---|---|---|
| WIT | WIPRO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTI | W & T OFFSHORE INC | $3.73万 | 0.02% | 10,938 | 631 | 6.1% | $2,152 | 加仓 |
| — | EDAP TMS S A | $3.75万 | 0.02% | 10,072 | 29 | 0.3% | $108 | 加仓 |
| LPL | LG DISPLAY CO LTD | $4.02万 | 0.02% | 10,366 | 10,366 | — | $4.02万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.19万 | 0.09% | 5,516 | 860 | 18.5% | $3.30万 | 加仓 |
| NVS | NOVARTIS AG | $21.98万 | 0.10% | 1,439 | 1,439 | — | $21.98万 | 新建仓 |
| V | VISA INC | $24.36万 | 0.11% | 806 | 806 | — | $24.36万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $27.26万 | 0.12% | 1,115 | 1,115 | — | $27.26万 | 新建仓 |
| IWR | ISHARES TR | $27.77万 | 0.12% | 2,856 | -45 | -1.6% | -$4,375 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $30.01万 | 0.13% | 10,177 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.74万 | 0.14% | 2,554 | 718 | 39.1% | $8.92万 | 加仓 |
| — | EXXON MOBIL CORP | $33.13万 | 0.15% | 1,953 | 1,953 | — | $33.13万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.41万 | 0.16% | 739 | 171 | 30.1% | $8.19万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.06万 | 0.16% | 1,067 | 83 | 8.4% | $2.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $38.62万 | 0.17% | 1,313 | 317 | 31.8% | $9.32万 | 加仓 |
| LLY | ELI LILLY & CO | $41.85万 | 0.18% | 455 | 117 | 34.6% | $10.76万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $46.57万 | 0.20% | 3,367 | -1,987 | -37.1% | -$27.48万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $51.52万 | 0.23% | 2,626 | -17 | -0.6% | -$3,335 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $57.58万 | 0.25% | 3,936 | 203 | 5.4% | $2.97万 | 加仓 |
| TSLA | TESLA INC | $59.22万 | 0.26% | 1,593 | 267 | 20.1% | $9.93万 | 加仓 |
| META | META PLATFORMS INC | $60.36万 | 0.26% | 1,055 | 270 | 34.4% | $15.45万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $61.11万 | 0.27% | 20,980 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $67.40万 | 0.30% | 2,178 | 270 | 14.2% | $8.36万 | 加仓 |
| GOOG | ALPHABET INC | $67.82万 | 0.30% | 2,364 | 412 | 21.1% | $11.82万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $79.62万 | 0.35% | 1,332 | -91 | -6.4% | -$5.44万 | 减仓 |
| GOOGL | ALPHABET INC | $85.93万 | 0.38% | 2,988 | 897 | 42.9% | $25.80万 | 加仓 |
| IAGG | ISHARES TR | $92.04万 | 0.40% | 18,393 | 6,521 | 54.9% | $32.63万 | 加仓 |
| IJH | ISHARES TR | $92.54万 | 0.41% | 13,703 | 2,118 | 18.3% | $14.30万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $92.56万 | 0.41% | 27,737 | -1,929 | -6.5% | -$6.44万 | 减仓 |
| AMZN | AMAZON COM INC | $98.20万 | 0.43% | 4,715 | 1,209 | 34.5% | $25.18万 | 加仓 |
| IVV | ISHARES TR | $109.35万 | 0.48% | 1,674 | -28 | -1.6% | -$1.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $116.92万 | 0.51% | 3,159 | 685 | 27.7% | $25.35万 | 加仓 |
| VO | VANGUARD INDEX FDS | $119.28万 | 0.52% | 4,154 | -43 | -1.0% | -$1.23万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $122.32万 | 0.54% | 24,488 | 5,720 | 30.5% | $28.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $174.23万 | 0.76% | 9,990 | 2,682 | 36.7% | $46.77万 | 加仓 |
| MUNI | PIMCO ETF TR | $174.26万 | 0.76% | 33,389 | 5,472 | 19.6% | $28.56万 | 加仓 |
| AAPL | APPLE INC | $186.60万 | 0.82% | 7,352 | 1,779 | 31.9% | $45.15万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $209.25万 | 0.92% | 27,339 | 7,116 | 35.2% | $54.47万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $272.38万 | 1.19% | 36,269 | 2,912 | 8.7% | $21.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $336.77万 | 1.48% | 47,346 | 14,127 | 42.5% | $100.49万 | 加仓 |
| IEFA | ISHARES TR | $381.17万 | 1.67% | 42,105 | 10,373 | 32.7% | $93.91万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $480.87万 | 2.11% | 100,768 | -6,819 | -6.3% | -$32.54万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $524.19万 | 2.30% | 105,069 | 20,135 | 23.7% | $100.45万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $849.23万 | 3.72% | 157,937 | 5,753 | 3.8% | $30.93万 | 加仓 |
| AGG | ISHARES TR | $850.87万 | 3.73% | 85,713 | 2,660 | 3.2% | $26.41万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $852.63万 | 3.74% | 254,214 | 9,161 | 3.7% | $30.73万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $853.91万 | 3.74% | 177,713 | 4,739 | 2.7% | $22.77万 | 加仓 |
| STIP | ISHARES TR | $862.12万 | 3.78% | 83,353 | 1,748 | 2.1% | $18.08万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,657.56万 | 7.27% | 479,758 | 6,111 | 1.3% | $21.11万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,309.58万 | 10.12% | 745,988 | 5,497 | 0.7% | $17.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,643.80万 | 20.36% | 724,688 | 3,198 | 0.4% | $20.49万 | 加仓 |
| VV | VANGUARD INDEX FDS | $5,332.90万 | 23.38% | 178,447 | 7,130 | 4.2% | $213.08万 | 加仓 |