PlanVest Financial, Inc
GAITHERSBURG MD · SEC CIK 0002135239
$1.31亿2026Q1 申报市值
562持仓数
36.4%前十大占比 · 第一大 6.0%
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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PGX | INVESCO PREFERRED ETF | $1 | 0.00% | 0 | — | — | — | — |
| — | CYPHERPUNK TECHNOLOGIES INC COM NEW | $1 | 0.00% | 1 | — | — | — | — |
| KPTI | KARYOPHARM THERAPEUTICS INC COM NEW | $6 | 0.00% | 1 | — | — | — | — |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $15 | 0.00% | 0 | — | — | — | — |
| ANGI | ANGI INC CL A NEW | $21 | 0.00% | 3 | — | — | — | — |
| CNDT | CONDUENT INC COM | $23 | 0.00% | 18 | — | — | — | — |
| FIVN | FIVE9 INC COM | $30 | 0.00% | 2 | — | — | — | — |
| XRX | XEROX HOLDINGS CORP COM NEW | $33 | 0.00% | 25 | — | — | — | — |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $44 | 0.00% | 0 | — | — | — | — |
| NTR | NUTRIEN LTD COM | $75 | 0.00% | 1 | — | — | — | — |
| PDS | PRECISION DRILLING CORP COM NEW | $98 | 0.00% | 1 | — | — | — | — |
| DECK | DECKERS OUTDOOR CORP COM | $100 | 0.00% | 1 | — | — | — | — |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS | $111 | 0.00% | 6 | — | — | — | — |
| — | ATARA BIOTHERAPEUTICS INC COM NEW | $132 | 0.00% | 28 | — | — | — | — |
| — | NET LEASE OFFICE PROPERTIES COM | $138 | 0.00% | 12 | — | — | — | — |
| CRNC | CERENCE INC COM | $158 | 0.00% | 25 | — | — | — | — |
| CLSK | CLEANSPARK INC COM NEW | $170 | 0.00% | 20 | — | — | — | — |
| DXC | DXC TECHNOLOGY CO COM | $176 | 0.00% | 14 | — | — | — | — |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $187 | 0.00% | 7 | — | — | — | — |
| — | GROWGENERATION CORP COM | $220 | 0.00% | 200 | — | — | — | — |
| PPLI | IAC INC COM NEW | $240 | 0.00% | 6 | — | — | — | — |
| DNOW | DNOW INC COM | $298 | 0.00% | 25 | — | — | — | — |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $305 | 0.00% | 2 | — | — | — | — |
| GRAL | GRAIL INC COM | $310 | 0.00% | 6 | — | — | — | — |
| BKLN | INVESCO SENIOR LOAN ETF | $326 | 0.00% | 15 | — | — | — | — |
| MTCH | MATCH GROUP INC NEW COM | $380 | 0.00% | 12 | — | — | — | — |
| — | VERU INC COM NEW | $385 | 0.00% | 174 | — | — | — | — |
| VKTX | VIKING THERAPEUTICS INC COM | $390 | 0.00% | 12 | — | — | — | — |
| NXPI | NXP SEMICONDUCTORS N V COM | $394 | 0.00% | 2 | — | — | — | — |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $432 | 0.00% | 9 | — | — | — | — |
| ALK | ALASKA AIR GROUP INC COM | $478 | 0.00% | 13 | — | — | — | — |
| ACHR | ARCHER AVIATION INC COM CL A | $507 | 0.00% | 98 | — | — | — | — |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $518 | 0.00% | 14 | — | — | — | — |
| FFSM | FIDELITY FUNDAMENTAL SMALL-MID CAP ETF | $575 | 0.00% | 18 | — | — | — | — |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $598 | 0.00% | 31 | — | — | — | — |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $611 | 0.00% | 4 | — | — | — | — |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $632 | 0.00% | 42 | — | — | — | — |
| FMC | FMC CORP COM NEW | $758 | 0.00% | 44 | — | — | — | — |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $767 | 0.00% | 10 | — | — | — | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $790 | 0.00% | 4 | — | — | — | — |
| ES | EVERSOURCE ENERGY COM | $831 | 0.00% | 12 | — | — | — | — |
| — | LIPOCINE INC NEW COM NEW | $887 | 0.00% | 111 | — | — | — | — |
| CCI | CROWN CASTLE INC COM | $894 | 0.00% | 11 | — | — | — | — |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $898 | 0.00% | 35 | — | — | — | — |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $900 | 0.00% | 17 | — | — | — | — |
| CC | CHEMOURS CO COM | $947 | 0.00% | 43 | — | — | — | — |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $993 | 0.00% | 50 | — | — | — | — |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $1,021 | 0.00% | 110 | — | — | — | — |
| AMBA | AMBARELLA INC SHS | $1,030 | 0.00% | 20 | — | — | — | — |
| — | ELECTRONIC ARTS INC COM | $1,039 | 0.00% | 5 | — | — | — | — |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $1,045 | 0.00% | 25 | — | — | — | — |
| FAST | FASTENAL CO COM | $1,063 | 0.00% | 22 | — | — | — | — |
| JOBY | JOBY AVIATION INC COMMON STOCK | $1,074 | 0.00% | 130 | — | — | — | — |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $1,074 | 0.00% | 44 | — | — | — | — |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $1,077 | 0.00% | 13 | — | — | — | — |
| KDP | KEURIG DR PEPPER INC COM | $1,211 | 0.00% | 46 | — | — | — | — |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1,227 | 0.00% | 29 | — | — | — | — |
| — | SENSEONICS HLDGS INC COM | $1,239 | 0.00% | 186 | — | — | — | — |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1,255 | 0.00% | 10 | — | — | — | — |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $1,261 | 0.00% | 13 | — | — | — | — |
| KEY | KEYCORP COM | $1,265 | 0.00% | 63 | — | — | — | — |
| EXPE | EXPEDIA GROUP INC COM NEW | $1,399 | 0.00% | 6 | — | — | — | — |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1,424 | 0.00% | 10 | — | — | — | — |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $1,425 | 0.00% | 40 | — | — | — | — |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1,502 | 0.00% | 100 | — | — | — | — |
| WEC | WEC ENERGY GROUP INC COM | $1,505 | 0.00% | 13 | — | — | — | — |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $1,599 | 0.00% | 27 | — | — | — | — |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1,744 | 0.00% | 16 | — | — | — | — |
| DASH | DOORDASH INC CL A | $1,802 | 0.00% | 12 | — | — | — | — |
| ITW | ILLINOIS TOOL WKS INC COM | $1,822 | 0.00% | 7 | — | — | — | — |
| NOV | NOV INC COM | $1,881 | 0.00% | 100 | — | — | — | — |
| ASAN | ASANA INC CL A | $1,920 | 0.00% | 300 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC COM | $1,942 | 0.00% | 27 | — | — | — | — |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,951 | 0.00% | 10 | — | — | — | — |
| NKE | NIKE INC CL B | $2,113 | 0.00% | 40 | — | — | — | — |
| SLV | ISHARES SILVER TRUST | $2,180 | 0.00% | 32 | — | — | — | — |
| ALC | ALCON AG ORD SHS | $2,185 | 0.00% | 29 | — | — | — | — |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $2,214 | 0.00% | 34 | — | — | — | — |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2,215 | 0.00% | 39 | — | — | — | — |
| EGP | EASTGROUP PPTYS INC COM | $2,221 | 0.00% | 12 | — | — | — | — |
| UAA | UNDER ARMOUR INC CL A | $2,364 | 0.00% | 400 | — | — | — | — |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $2,437 | 0.00% | 32 | — | — | — | — |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $2,454 | 0.00% | 57 | — | — | — | — |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $2,473 | 0.00% | 85 | — | — | — | — |
| APA | APA CORPORATION COM | $2,494 | 0.00% | 58 | — | — | — | — |
| IT | GARTNER INC COM | $2,533 | 0.00% | 16 | — | — | — | — |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $2,606 | 0.00% | 72 | — | — | — | — |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $2,632 | 0.00% | 40 | — | — | — | — |
| PLD | PROLOGIS INC. COM | $2,644 | 0.00% | 20 | — | — | — | — |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $2,725 | 0.00% | 30 | — | — | — | — |
| DLTR | DOLLAR TREE INC COM | $2,738 | 0.00% | 25 | — | — | — | — |
| BIIB | BIOGEN INC COM | $2,750 | 0.00% | 15 | — | — | — | — |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $2,824 | 0.00% | 9 | — | — | — | — |
| SCHW | SCHWAB CHARLES CORP COM | $2,828 | 0.00% | 30 | — | — | — | — |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $2,840 | 0.00% | 171 | — | — | — | — |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $2,844 | 0.00% | 24 | — | — | — | — |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2,882 | 0.00% | 26 | — | — | — | — |
| VPL | VANGUARD FTSE PACIFIC ETF | $2,932 | 0.00% | 30 | — | — | — | — |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $2,983 | 0.00% | 20 | — | — | — | — |
| PLUG | PLUG PWR INC COM NEW | $3,004 | 0.00% | 1,329 | — | — | — | — |