Prism Planning Partners LLC
LIBERTYVILLE IL · SEC CIK 0002110534
$8,454.72万2026Q1 申报市值
42持仓数
85.5%前十大占比 · 第一大 28.5%
1 / 4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
ITOT 加仓+$99.42万
VGIT 加仓+$98.55万
DFSD 加仓+$47.04万
VTIP 加仓+$37.07万
BSVO 加仓+$19.58万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$122.78万
MSFT 减仓-$63.19万
AAPL 减仓-$53.65万
AMZN 减仓-$47.88万
GOOGL 减仓-$42.67万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $2,407.27万 | 28.47% | 169,014 | 6,980 | 4.3% | $99.42万 | 加仓 |
| IDEV | ISHARES TR | $1,033.05万 | 12.22% | 123,615 | 1,913 | 1.6% | $15.99万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $958.71万 | 11.34% | 160,992 | 16,549 | 11.5% | $98.55万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $535.61万 | 6.34% | 53,637 | 1,298 | 2.5% | $12.96万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $508.20万 | 6.01% | 147,091 | 4,617 | 3.2% | $15.95万 | 加仓 |
| BSVO | EA SERIES TRUST | $506.63万 | 5.99% | 199,698 | 7,716 | 4.0% | $19.58万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $489.75万 | 5.79% | 102,287 | 9,824 | 10.6% | $47.04万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $380.50万 | 4.50% | 76,175 | 7,421 | 10.8% | $37.07万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $258.60万 | 3.06% | 48,995 | -554 | -1.1% | -$2.92万 | 减仓 |
| AAPL | APPLE INC | $146.43万 | 1.73% | 5,770 | -2,114 | -26.8% | -$53.65万 | 减仓 |
| IUSV | ISHARES TR | $126.18万 | 1.49% | 12,340 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $99.25万 | 1.17% | 13,997 | 1 | 0.0% | $71 | 加仓 |
| NVDA | NVIDIA CORPORATION | $98.56万 | 1.17% | 5,651 | -7,040 | -55.5% | -$122.78万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $80.18万 | 0.95% | 16,545 | -323 | -1.9% | -$1.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $65.93万 | 0.78% | 1,781 | -1,707 | -48.9% | -$63.19万 | 减仓 |
| AMZN | AMAZON COM INC | $60.94万 | 0.72% | 2,926 | -2,299 | -44.0% | -$47.88万 | 减仓 |
| IVW | ISHARES TR | $56.54万 | 0.67% | 4,999 | -114 | -2.2% | -$1.29万 | 减仓 |
| ABBV | ABBVIE INC | $50.50万 | 0.60% | 2,322 | -365 | -13.6% | -$7.94万 | 减仓 |
| GOOGL | ALPHABET INC | $49.69万 | 0.59% | 1,728 | -1,484 | -46.2% | -$42.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $48.90万 | 0.58% | 6,875 | -419 | -5.7% | -$2.98万 | 减仓 |
| META | META PLATFORMS INC | $43.48万 | 0.51% | 760 | -527 | -40.9% | -$30.15万 | 减仓 |
| IQLT | ISHARES TR | $41.63万 | 0.49% | 9,006 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $40.34万 | 0.48% | 13,914 | -2,908 | -17.3% | -$8.43万 | 减仓 |
| IEMG | ISHARES INC | $31.25万 | 0.37% | 4,481 | -25 | -0.6% | -$1,744 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $30.72万 | 0.36% | 1,044 | -615 | -37.1% | -$18.10万 | 减仓 |
| IVE | ISHARES TR | $29.58万 | 0.35% | 1,401 | 212 | 17.8% | $4.48万 | 加仓 |
| IWF | ISHARES TR | $28.82万 | 0.34% | 676 | -12 | -1.7% | -$5,116 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.70万 | 0.34% | 599 | -464 | -43.7% | -$22.23万 | 减仓 |
| — | EXXON MOBIL CORP | $23.61万 | 0.28% | 1,392 | -1,090 | -43.9% | -$18.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.31万 | 0.28% | 3,732 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.86万 | 0.27% | 4,554 | -825 | -15.3% | -$4.14万 | 减仓 |
| WMT | WALMART INC | $21.67万 | 0.26% | 1,743 | -1,813 | -51.0% | -$22.54万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $17.73万 | 0.21% | 210 | -146 | -41.0% | -$12.33万 | 减仓 |
| DIS | DISNEY WALT CO | $16.87万 | 0.20% | 1,750 | -636 | -26.7% | -$6.13万 | 减仓 |
| GLW | CORNING INC | $15.22万 | 0.18% | 1,119 | 1,119 | — | $15.22万 | 新建仓 |
| GOOG | ALPHABET INC | $14.52万 | 0.17% | 506 | -1,232 | -70.9% | -$35.35万 | 减仓 |
| HD | HOME DEPOT INC | $13.66万 | 0.16% | 415 | -300 | -42.0% | -$9.88万 | 减仓 |
| CVX | CHEVRON CORPORATION | $13.63万 | 0.16% | 659 | -667 | -50.3% | -$13.80万 | 减仓 |
| LLY | ELI LILLY & CO | $12.05万 | 0.14% | 131 | -188 | -58.9% | -$17.29万 | 减仓 |
| GE | GE AEROSPACE | $11.91万 | 0.14% | 420 | -390 | -48.1% | -$11.06万 | 减仓 |
| MRK | MERCK & CO INC | $8.61万 | 0.10% | 716 | -1,562 | -68.6% | -$18.79万 | 减仓 |
| AVGO | BROADCOM INC | $3.12万 | 0.04% | 101 | -1,179 | -92.1% | -$36.46万 | 减仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -688 | -100.0% | -$30.94万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -456 | -100.0% | -$30.73万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,272 | -100.0% | -$24.79万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -351 | -100.0% | -$20.04万 | 清仓 |