Townsend Financial Planning, LLC
MT STERLING KY · SEC CIK 0002110688
$1.03亿2026Q1 申报市值
29持仓数
87.6%前十大占比 · 第一大 25.2%
3 / 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
FENI 新建仓+$146.59万
IVV 加仓+$73.55万
AGG 加仓+$68.96万
FIDELITY COVINGT 新建仓+$63.06万
FESM 新建仓+$49.55万
2026Q1 卖出最多 按季末市值估算
IXUS 减仓-$92.80万
IJH 减仓-$12.53万
LQD 减仓-$6.50万
IJJ 减仓-$2.04万
BIV 减仓-$2,778
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,606.91万 | 25.23% | 39,909 | 1,126 | 2.9% | $73.55万 | 加仓 |
| AGG | ISHARES TR | $1,234.90万 | 11.95% | 124,398 | 6,947 | 5.9% | $68.96万 | 加仓 |
| IJH | ISHARES TR | $1,192.78万 | 11.54% | 176,630 | -1,856 | -1.0% | -$12.53万 | 减仓 |
| IJR | ISHARES TR | $720.93万 | 6.98% | 57,994 | -20 | -0.0% | -$2,486 | 减仓 |
| IUSV | ISHARES TR | $675.53万 | 6.54% | 66,066 | 1,672 | 2.6% | $17.10万 | 加仓 |
| ISTB | ISHARES TR | $645.37万 | 6.24% | 133,175 | 6,025 | 4.7% | $29.20万 | 加仓 |
| LQD | ISHARES TR | $606.33万 | 5.87% | 55,631 | -596 | -1.1% | -$6.50万 | 减仓 |
| IXUS | ISHARES TR | $552.45万 | 5.35% | 63,764 | -10,711 | -14.4% | -$92.80万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $461.06万 | 4.46% | 171,333 | 3,087 | 1.8% | $8.31万 | 加仓 |
| SLQD | ISHARES TR | $360.97万 | 3.49% | 71,494 | 3,779 | 5.6% | $19.08万 | 加仓 |
| TIP | ISHARES TR | $212.48万 | 2.06% | 19,253 | 303 | 1.6% | $3.34万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $146.59万 | 1.42% | 39,405 | 39,405 | — | $146.59万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $110.55万 | 1.07% | 9,847 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $83.56万 | 0.81% | 8,079 | 161 | 2.0% | $1.67万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $78.39万 | 0.76% | 21,798 | 13,303 | 156.6% | $47.84万 | 加仓 |
| AAPL | APPLE INC | $71.91万 | 0.70% | 2,833 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $65.51万 | 0.63% | 29,495 | 56 | 0.2% | $1,244 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $63.06万 | 0.61% | 12,991 | 12,991 | — | $63.06万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $59.03万 | 0.57% | 12,640 | 3,457 | 37.6% | $16.14万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $52.18万 | 0.50% | 6,654 | -26 | -0.4% | -$2,039 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $49.55万 | 0.48% | 13,039 | 13,039 | — | $49.55万 | 新建仓 |
| VCEB | VANGUARD WORLD FD | $46.44万 | 0.45% | 7,391 | 21 | 0.3% | $1,319 | 加仓 |
| SUSB | ISHARES TR | $46.25万 | 0.45% | 18,454 | 48 | 0.3% | $1,203 | 加仓 |
| ITOT | ISHARES TR | $45.25万 | 0.44% | 3,177 | 5 | 0.2% | $712 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $44.89万 | 0.43% | 5,816 | -36 | -0.6% | -$2,778 | 减仓 |
| IJJ | ISHARES TR | $30.63万 | 0.30% | 2,312 | -154 | -6.2% | -$2.04万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $28.32万 | 0.27% | 3,948 | 13 | 0.3% | $933 | 加仓 |
| EAGG | ISHARES TR | $21.94万 | 0.21% | 4,614 | 29 | 0.6% | $1,379 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $20.50万 | 0.20% | 2,311 | 13 | 0.6% | $1,153 | 加仓 |