Lynch Investment Planning, LLC
NEWTOWN SQUARE PA · SEC CIK 0002110354
$1.30亿2026Q2 申报市值
56持仓数
70.5%前十大占比 · 第一大 14.9%
4 / 2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
BSV 加仓+$180.66万
BOND 加仓+$172.62万
VTV 加仓+$103.50万
IJR 加仓+$77.73万
SPY 加仓+$74.30万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$31.31万
EXXON MOBIL CORP 清仓-$29.79万
AAPL 减仓-$28.85万
OEF 减仓-$18.66万
XMMO 减仓-$12.13万
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 |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | $1,945.30万 | 14.95% | 210,964 | 18,720 | 9.7% | $172.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,349.08万 | 10.37% | 18,066 | 995 | 5.8% | $74.30万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,034.49万 | 7.95% | 132,781 | 23,188 | 21.2% | $180.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $970.91万 | 7.46% | 232,664 | 2,166 | 0.9% | $9.04万 | 加仓 |
| IEFA | ISHARES TR | $825.54万 | 6.34% | 85,477 | 7,540 | 9.7% | $72.82万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $714.01万 | 5.49% | 23,567 | 133 | 0.6% | $4.03万 | 加仓 |
| IJR | ISHARES TR | $654.35万 | 5.03% | 44,121 | 5,241 | 13.5% | $77.73万 | 加仓 |
| AGG | ISHARES TR | $616.27万 | 4.73% | 62,263 | 4,645 | 8.1% | $45.98万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $573.78万 | 4.41% | 10,954 | 761 | 7.5% | $39.86万 | 加仓 |
| DGRO | ISHARES TR | $490.55万 | 3.77% | 64,725 | 1,238 | 2.0% | $9.38万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $375.13万 | 2.88% | 22,049 | -713 | -3.1% | -$12.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $331.84万 | 2.55% | 15,227 | 4,749 | 45.3% | $103.50万 | 加仓 |
| OEF | ISHARES TR | $261.79万 | 2.01% | 7,155 | -510 | -6.7% | -$18.66万 | 减仓 |
| GOOGL | ALPHABET INC | $251.13万 | 1.93% | 7,027 | -44 | -0.6% | -$1.57万 | 减仓 |
| AAPL | APPLE INC | $223.63万 | 1.72% | 7,728 | -997 | -11.4% | -$28.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $177.31万 | 1.36% | 2,408 | -14 | -0.6% | -$1.03万 | 减仓 |
| IJH | ISHARES TR | $162.40万 | 1.25% | 21,060 | -1,038 | -4.7% | -$8.00万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $134.41万 | 1.03% | 17,593 | 5,214 | 42.1% | $39.83万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $127.88万 | 0.98% | 25,242 | 6,451 | 34.3% | $32.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $120.28万 | 0.92% | 1,751 | 1 | 0.1% | $687 | 加仓 |
| AMZN | AMAZON COM INC | $117.24万 | 0.90% | 4,919 | -6 | -0.1% | -$1,430 | 减仓 |
| MSFT | MICROSOFT CORP | $115.00万 | 0.88% | 3,083 | -49 | -1.6% | -$1.83万 | 减仓 |
| EFA | ISHARES TR | $112.21万 | 0.86% | 10,802 | 110 | 1.0% | $1.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $106.83万 | 0.82% | 2,135 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $83.60万 | 0.64% | 2,554 | 84 | 3.4% | $2.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $68.29万 | 0.52% | 3,413 | -13 | -0.4% | -$2,601 | 减仓 |
| CSCO | CISCO SYS INC | $57.41万 | 0.44% | 4,888 | 2 | 0.0% | $235 | 加仓 |
| DE | DEERE & CO | $56.28万 | 0.43% | 887 | 2 | 0.2% | $1,269 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $53.04万 | 0.41% | 2,350 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $51.96万 | 0.40% | 4,588 | 2 | 0.0% | $227 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $51.58万 | 0.40% | 9,979 | -2,293 | -18.7% | -$11.85万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.84万 | 0.38% | 858 | 858 | — | $49.84万 | 新建仓 |
| EMR | EMERSON ELEC CO | $46.06万 | 0.35% | 3,217 | 1 | 0.0% | $143 | 加仓 |
| HD | HOME DEPOT INC | $44.84万 | 0.34% | 1,271 | -225 | -15.0% | -$7.94万 | 减仓 |
| ABBV | ABBVIE INC | $42.77万 | 0.33% | 1,700 | -42 | -2.4% | -$1.06万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $41.41万 | 0.32% | 1,413 | 9 | 0.6% | $2,638 | 加仓 |
| WFC | WELLS FARGO & CO | $40.30万 | 0.31% | 4,876 | 400 | 8.9% | $3.31万 | 加仓 |
| SHV | ISHARES TR | $38.88万 | 0.30% | 3,523 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $37.17万 | 0.29% | 1,959 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $34.01万 | 0.26% | 1,339 | 125 | 10.3% | $3.17万 | 加仓 |
| IVV | ISHARES TR | $33.85万 | 0.26% | 452 | 1 | 0.2% | $749 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $31.39万 | 0.24% | 886 | -42 | -4.5% | -$1.49万 | 减仓 |
| AVGO | BROADCOM INC | $31.20万 | 0.24% | 826 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $29.92万 | 0.23% | 1,619 | 10 | 0.6% | $1,848 | 加仓 |
| LOW | LOWES COS INC | $28.69万 | 0.22% | 1,301 | 7 | 0.5% | $1,544 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $28.69万 | 0.22% | 742 | 3 | 0.4% | $1,160 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.93万 | 0.21% | 993 | 5 | 0.5% | $1,406 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $26.78万 | 0.21% | 8,378 | 305 | 3.8% | $9,751 | 加仓 |
| XBIL | RBB FD INC | $25.37万 | 0.19% | 5,073 | 6 | 0.1% | $300 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $24.85万 | 0.19% | 913 | -237 | -20.6% | -$6.45万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.47万 | 0.19% | 262 | 23 | 9.6% | $2.15万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $24.09万 | 0.19% | 2,266 | 8 | 0.4% | $850 | 加仓 |
| CAT | CATERPILLAR INC | $23.53万 | 0.18% | 221 | 221 | — | $23.53万 | 新建仓 |
| PWR | QUANTA SVCS INC | $22.68万 | 0.17% | 315 | 315 | — | $22.68万 | 新建仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $21.99万 | 0.17% | 4,419 | 4,419 | — | $21.99万 | 新建仓 |
| O | REALTY INCOME CORP | $21.41万 | 0.16% | 3,440 | -158 | -4.4% | -$9,833 | 减仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,385 | -100.0% | -$31.31万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,756 | -100.0% | -$29.79万 | 清仓 |