Reality Financial Planning Services, LLC
SARASOTA FL · SEC CIK 0002110687
$1.04亿2026Q1 申报市值
20持仓数
90.6%前十大占比 · 第一大 21.5%
0 / 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
USFR 加仓+$72.58万
VPU 加仓+$28.61万
USMV 加仓+$22.35万
SCHO 加仓+$20.25万
VXUS 加仓+$15.73万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$35.74万
IVV 减仓-$22.73万
QQQ 减仓-$11.08万
BND 减仓-$10.82万
VYM 减仓-$5.89万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,231.71万 | 21.54% | 69,565 | -1,114 | -1.6% | -$35.74万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,742.25万 | 16.81% | 117,640 | -398 | -0.3% | -$5.89万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,727.95万 | 16.67% | 80,348 | -27 | -0.0% | -$5,807 | 减仓 |
| IVV | ISHARES TR | $840.29万 | 8.11% | 12,864 | -348 | -2.6% | -$22.73万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $769.10万 | 7.42% | 104,440 | -1,469 | -1.4% | -$10.82万 | 减仓 |
| USFR | WISDOMTREE TR | $717.31万 | 6.92% | 142,494 | 14,417 | 11.3% | $72.58万 | 加仓 |
| VPU | VANGUARD WORLD FD | $377.02万 | 3.64% | 19,028 | 1,444 | 8.2% | $28.61万 | 加仓 |
| USMV | ISHARES TR | $346.69万 | 3.35% | 37,383 | 2,410 | 6.9% | $22.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $319.39万 | 3.08% | 5,345 | -31 | -0.6% | -$1.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $318.20万 | 3.07% | 5,513 | -192 | -3.4% | -$11.08万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $282.45万 | 2.73% | 36,630 | 2,040 | 5.9% | $15.73万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $162.39万 | 1.57% | 66,908 | 8,345 | 14.2% | $20.25万 | 加仓 |
| SDY | SPDR SERIES TRUST | $106.68万 | 1.03% | 7,310 | -332 | -4.3% | -$4.85万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $96.81万 | 0.93% | 10,914 | -652 | -5.6% | -$5.78万 | 减仓 |
| DVY | ISHARES TR | $95.30万 | 0.92% | 6,294 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $70.79万 | 0.68% | 13,563 | 2,304 | 20.5% | $12.02万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $70.55万 | 0.68% | 2,969 | 35 | 1.2% | $8,317 | 加仓 |
| AAPL | APPLE INC | $33.63万 | 0.32% | 1,325 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $32.45万 | 0.31% | 1,103 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $22.06万 | 0.21% | 596 | -9 | -1.5% | -$3,332 | 减仓 |