Townsend Financial Planning, LLC
MT STERLING KY · SEC CIK 0002110688
$1.15亿2026Q2 申报市值
30持仓数
86.5%前十大占比 · 第一大 26.0%
1 / 0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
AGG 加仓+$82.30万
FENI 加仓+$62.47万
FMDE 加仓+$36.82万
FIDELITY COVINGT 加仓+$36.20万
ISTB 加仓+$33.32万
2026Q2 卖出最多 按季末市值估算
IJH 减仓-$42.87万
IJR 减仓-$39.51万
IXUS 减仓-$33.64万
ESGV 减仓-$8.15万
IVV 减仓-$3.37万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,985.40万 | 26.02% | 39,864 | -45 | -0.1% | -$3.37万 | 减仓 |
| IJH | ISHARES TR | $1,319.13万 | 11.50% | 171,071 | -5,559 | -3.1% | -$42.87万 | 减仓 |
| AGG | ISHARES TR | $1,313.59万 | 11.45% | 132,713 | 8,315 | 6.7% | $82.30万 | 加仓 |
| IJR | ISHARES TR | $820.60万 | 7.15% | 55,330 | -2,664 | -4.6% | -$39.51万 | 减仓 |
| IUSV | ISHARES TR | $727.34万 | 6.34% | 66,032 | -34 | -0.1% | -$3,745 | 减仓 |
| ISTB | ISHARES TR | $675.89万 | 5.89% | 140,081 | 6,906 | 5.2% | $33.32万 | 加仓 |
| LQD | ISHARES TR | $618.28万 | 5.39% | 56,686 | 1,055 | 1.9% | $11.51万 | 加仓 |
| IXUS | ISHARES TR | $574.92万 | 5.01% | 60,239 | -3,525 | -5.5% | -$33.64万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $503.03万 | 4.38% | 171,682 | 349 | 0.2% | $1.02万 | 加仓 |
| SLQD | ISHARES TR | $379.68万 | 3.31% | 75,379 | 3,885 | 5.4% | $19.57万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $220.61万 | 1.92% | 54,973 | 15,568 | 39.5% | $62.47万 | 加仓 |
| TIP | ISHARES TR | $213.09万 | 1.86% | 19,472 | 219 | 1.1% | $2.40万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $125.27万 | 1.09% | 30,871 | 9,073 | 41.6% | $36.82万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $122.07万 | 1.06% | 9,231 | -616 | -6.3% | -$8.15万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $99.90万 | 0.87% | 20,375 | 7,384 | 56.8% | $36.20万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $91.58万 | 0.80% | 18,966 | 5,927 | 45.5% | $28.62万 | 加仓 |
| STIP | ISHARES TR | $84.16万 | 0.73% | 8,238 | 159 | 2.0% | $1.62万 | 加仓 |
| AAPL | APPLE INC | $82.00万 | 0.71% | 2,834 | 1 | 0.0% | $289 | 加仓 |
| NUBD | NUSHARES ETF TR | $64.67万 | 0.56% | 29,214 | -281 | -1.0% | -$6,220 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $59.91万 | 0.52% | 14,975 | 2,335 | 18.5% | $9.34万 | 加仓 |
| SUSB | ISHARES TR | $59.36万 | 0.52% | 23,755 | 5,301 | 28.7% | $13.25万 | 加仓 |
| ITOT | ISHARES TR | $52.52万 | 0.46% | 3,197 | 20 | 0.6% | $3,285 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $52.09万 | 0.45% | 6,686 | 32 | 0.5% | $2,493 | 加仓 |
| VCEB | VANGUARD WORLD FD | $46.59万 | 0.41% | 7,424 | 33 | 0.4% | $2,071 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $45.01万 | 0.39% | 5,868 | 52 | 0.9% | $3,989 | 加仓 |
| IJJ | ISHARES TR | $33.77万 | 0.29% | 2,286 | -26 | -1.1% | -$3,841 | 减仓 |
| VSGX | VANGUARD WORLD FD | $32.61万 | 0.28% | 3,960 | 12 | 0.3% | $988 | 加仓 |
| EAGG | ISHARES TR | $24.19万 | 0.21% | 5,102 | 488 | 10.6% | $2.31万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $22.30万 | 0.19% | 4,416 | 4,416 | — | $22.30万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $22.29万 | 0.19% | 2,312 | 1 | 0.0% | $96 | 加仓 |