Reality Financial Planning Services, LLC
SARASOTA FL · SEC CIK 0002110687
$1.04亿2026Q2 申报市值
18持仓数
92.3%前十大占比 · 第一大 19.7%
0 / 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
USFR 加仓+$95.13万
SCHO 加仓+$16.63万
QQQM 加仓+$2.06万
AAPL 加仓+$8,681
VOO 加仓+$4,121
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$533.78万
VXUS 减仓-$161.14万
VYM 减仓-$137.96万
MUNI 清仓-$70.79万
BND 减仓-$31.95万
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 |
|---|---|---|---|---|---|---|---|---|
| MUNI | PIMCO ETF TR | $0 | 0.00% | 0 | -13,563 | -100.0% | -$70.79万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -596 | -100.0% | -$22.06万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $36.10万 | 0.35% | 1,103 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $39.21万 | 0.38% | 1,355 | 30 | 2.3% | $8,681 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $92.01万 | 0.89% | 3,037 | 68 | 2.3% | $2.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $94.32万 | 0.91% | 9,781 | -1,133 | -10.4% | -$10.93万 | 减仓 |
| DVY | ISHARES TR | $98.38万 | 0.95% | 6,294 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $111.24万 | 1.07% | 7,310 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $152.01万 | 1.47% | 17,781 | -18,849 | -51.5% | -$161.14万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $178.15万 | 1.72% | 73,797 | 6,889 | 10.3% | $16.63万 | 加仓 |
| USMV | ISHARES TR | $330.03万 | 3.19% | 34,214 | -3,169 | -8.5% | -$30.57万 | 减仓 |
| VPU | VANGUARD WORLD FD | $341.74万 | 3.30% | 17,460 | -1,568 | -8.2% | -$30.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $367.51万 | 3.55% | 5,351 | 6 | 0.1% | $4,121 | 加仓 |
| QQQ | INVESCO QQQ TR | $378.29万 | 3.65% | 5,137 | -376 | -6.8% | -$27.69万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $734.75万 | 7.09% | 100,088 | -4,352 | -4.2% | -$31.95万 | 减仓 |
| USFR | WISDOMTREE TR | $812.58万 | 7.84% | 161,387 | 18,893 | 13.3% | $95.13万 | 加仓 |
| IVV | ISHARES TR | $950.49万 | 9.17% | 12,692 | -172 | -1.3% | -$12.88万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,721.10万 | 16.61% | 108,910 | -8,730 | -7.4% | -$137.96万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,883.28万 | 18.18% | 79,591 | -757 | -0.9% | -$17.91万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,040.40万 | 19.69% | 55,140 | -14,425 | -20.7% | -$533.78万 | 减仓 |