Virginia Estate & Retirement Planning Advisors Inc.
GLEN ALLEN VA · SEC CIK 0002115327
$6.61亿2026Q2 申报市值
186持仓数
97.6%前十大占比 · 第一大 50.6%
47 / 20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
SCHD 新建仓+$3.34亿
SCHP 新建仓+$2.31亿
SCHC 新建仓+$2,248.25万
SCHR 新建仓+$997.10万
VOO 新建仓+$958.70万
2026Q2 卖出最多 按季末市值估算
GOVT 清仓-$3,444.65万
VO 减仓-$107.55万
ISHARES TR 清仓-$69.02万
SCCR 清仓-$40.10万
VIDI 清仓-$26.77万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -342,206 | -100.0% | -$3,444.65万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -6,515 | -100.0% | -$69.02万 | 清仓 |
| SCCR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -400,967 | -100.0% | -$40.10万 | 清仓 |
| VIDI | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -8,862 | -100.0% | -$26.77万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -240 | -100.0% | -$7.63万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -392 | -100.0% | -$4.24万 | 清仓 |
| IHE | ISHARES TR | $0 | 0.00% | 0 | -401 | -100.0% | -$3.77万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -190 | -100.0% | -$2.30万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -164 | -100.0% | -$1.79万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -296 | -100.0% | -$1.58万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -55 | -100.0% | -$1.37万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -80 | -100.0% | -$1.17万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -46 | -100.0% | -$1.04万 | 清仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $0 | 0.00% | 0 | -378 | -100.0% | -$1.03万 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -56 | -100.0% | -$8,978 | 清仓 |
| EUSA | ISHARES INC | $0 | 0.00% | 0 | -158 | -100.0% | -$7,198 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -25 | -100.0% | -$7,120 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -162 | -100.0% | -$5,822 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -14 | -100.0% | -$4,021 | 清仓 |
| — | UNITED BANCORP INC OHIO | $0 | 0.00% | 0 | -56 | -100.0% | -$2,320 | 清仓 |
| EMBJ | EMBRAER S.A. | $128 | 0.00% | 2 | 2 | — | $128 | 新建仓 |
| OGN | ORGANON & CO | $176 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $205 | 0.00% | 10 | 10 | — | $205 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $253 | 0.00% | 4 | 4 | — | $253 | 新建仓 |
| KSS | KOHLS CORP | $333 | 0.00% | 4 | 4 | — | $333 | 新建仓 |
| — | ASCENT INDUSTRIES CO | $511 | 0.00% | 34 | 34 | — | $511 | 新建仓 |
| VFC | V F CORP | $517 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $610 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $780 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH & PAYNE INC | $819 | 0.00% | 25 | 25 | — | $819 | 新建仓 |
| AES | AES CORP | $836 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $861 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,063 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1,157 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,188 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $1,432 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1,500 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $1,841 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1,863 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $2,017 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $2,096 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $2,143 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $2,431 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $2,503 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $2,566 | 0.00% | 56 | 56 | — | $2,566 | 新建仓 |
| NVS | NOVARTIS AG | $2,664 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PBP | INVESCO EXCHANGE TRADED FD T | $2,921 | 0.00% | 39 | 39 | — | $2,921 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $2,958 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3,118 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $3,386 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $3,414 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $3,500 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3,621 | 0.00% | 228 | 106 | 86.9% | $1,683 | 加仓 |
| ADC | AGREE RLTY CORP | $3,630 | 0.00% | 48 | 1 | 2.1% | $76 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3,815 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4,019 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4,061 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4,250 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $4,512 | 0.00% | 56 | -13,348 | -99.6% | -$107.55万 | 减仓 |
| GIS | GENERAL MILLS INC | $4,524 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $5,139 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $5,150 | 0.00% | 23 | 23 | — | $5,150 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $5,314 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $5,448 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $5,741 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $6,003 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,300 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $6,354 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $6,370 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $6,453 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $6,578 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $6,590 | 0.00% | 162 | 162 | — | $6,590 | 新建仓 |
| CSCO | CISCO SYS INC | $7,165 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $7,290 | 0.00% | 158 | 158 | — | $7,290 | 新建仓 |
| BP | BP PLC | $7,390 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $8,118 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $8,336 | 0.00% | 164 | -90 | -35.4% | -$4,575 | 减仓 |
| BAC | BANK OF AMER CORP | $8,547 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $8,764 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $9,162 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $9,520 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $9,573 | 0.00% | 203 | 203 | — | $9,573 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,972 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $1.00万 | 0.00% | 378 | 378 | — | $1.00万 | 新建仓 |
| GOOG | ALPHABET INC | $1.02万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $1.04万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $1.04万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1.07万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.10万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $1.20万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1.20万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.22万 | 0.00% | 39 | 39 | — | $1.22万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $1.27万 | 0.00% | 80 | -32 | -28.6% | -$5,077 | 减仓 |
| CEMB | ISHARES INC | $1.30万 | 0.00% | 125 | -90 | -41.9% | -$9,349 | 减仓 |
| EOG | EOG RES INC | $1.31万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.34万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.34万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.35万 | 0.00% | 254 | -414 | -62.0% | -$2.20万 | 减仓 |
| CI | THE CIGNA GROUP | $1.36万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.37万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |