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 |
|---|---|---|---|---|---|---|---|---|
| ASPN | ASPEN AEROGELS INC COM | $3,030 | 0.00% | 886 | — | — | — | — |
| VLTO | VERALTO CORP COM SHS | $3,035 | 0.00% | 34 | — | — | — | — |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $3,060 | 0.00% | 66 | — | — | — | — |
| USB | US BANCORP COM NEW | $3,069 | 0.00% | 59 | — | — | — | — |
| NVO | NOVO-NORDISK A S ADR | $3,087 | 0.00% | 84 | — | — | — | — |
| IYH | ISHARES U.S. HEALTHCARE ETF | $3,175 | 0.00% | 51 | — | — | — | — |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $3,328 | 0.00% | 18 | — | — | — | — |
| — | ALPS CLEAN ENERGY ETF | $3,362 | 0.00% | 100 | — | — | — | — |
| LFUS | LITTELFUSE INC COM | $3,401 | 0.00% | 10 | — | — | — | — |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $3,528 | 0.00% | 45 | — | — | — | — |
| PODD | INSULET CORP COM | $3,567 | 0.00% | 17 | — | — | — | — |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $3,706 | 0.00% | 79 | — | — | — | — |
| FDX | FEDEX CORP COM | $3,737 | 0.00% | 10 | — | — | — | — |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $3,806 | 0.00% | 41 | — | — | — | — |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $3,807 | 0.00% | 46 | — | — | — | — |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $3,844 | 0.00% | 293 | — | — | — | — |
| CIFR | CIPHER DIGITAL INC COM | $3,861 | 0.00% | 300 | — | — | — | — |
| BBWI | BATH & BODY WORKS INC COM | $3,866 | 0.00% | 207 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INC COM | $3,954 | 0.00% | 19 | — | — | — | — |
| JBTM | JBT MAREL CORPORATION COM | $4,006 | 0.00% | 31 | — | — | — | — |
| ZTS | ZOETIS INC CL A | $4,019 | 0.00% | 34 | — | — | — | — |
| SOLV | SOLVENTUM CORP COM SHS | $4,049 | 0.00% | 62 | — | — | — | — |
| HPQ | HP INC COM | $4,117 | 0.00% | 214 | — | — | — | — |
| CARR | CARRIER GLOBAL CORPORATION COM | $4,173 | 0.00% | 74 | — | — | — | — |
| FSK | FS KKR CAP CORP COM | $4,204 | 0.00% | 413 | — | — | — | — |
| MFA | MFA FINL INC COM | $4,234 | 0.00% | 442 | — | — | — | — |
| TTD | THE TRADE DESK INC COM CL A | $4,538 | 0.00% | 200 | — | — | — | — |
| SNDA | SONIDA SENIOR LIVING INC COM | $4,644 | 0.00% | 144 | — | — | — | — |
| ETN | EATON CORP PLC SHS | $4,650 | 0.00% | 13 | — | — | — | — |
| ALB | ALBEMARLE CORP COM | $4,696 | 0.00% | 26 | — | — | — | — |
| GRMN | GARMIN LTD SHS | $4,732 | 0.00% | 20 | — | — | — | — |
| RELX | RELX PLC SPONSORED ADR | $4,740 | 0.00% | 143 | — | — | — | — |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $4,903 | 0.00% | 205 | — | — | — | — |
| ILMN | ILLUMINA INC COM | $4,930 | 0.00% | 40 | — | — | — | — |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $4,965 | 0.00% | 107 | — | — | — | — |
| — | ARCOSA INC COM | $4,989 | 0.00% | 47 | — | — | — | — |
| DAL | DELTA AIR LINES INC COM NEW | $5,012 | 0.00% | 75 | — | — | — | — |
| — | DUPONT DE NEMOURS INC COM | $5,016 | 0.00% | 109 | — | — | — | — |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $5,020 | 0.00% | 445 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC COM | $5,076 | 0.00% | 6 | — | — | — | — |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER | $5,087 | 0.00% | 177 | — | — | — | — |
| WU | WESTERN UN CO COM | $5,238 | 0.00% | 600 | — | — | — | — |
| LNC | LINCOLN NATL CORP IND COM | $5,325 | 0.00% | 150 | — | — | — | — |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $5,332 | 0.00% | 71 | — | — | — | — |
| YUMC | YUM CHINA HLDGS INC COM | $5,346 | 0.00% | 109 | — | — | — | — |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $5,391 | 0.00% | 59 | — | — | — | — |
| EWJ | ISHARES MSCI JAPAN ETF | $5,392 | 0.00% | 63 | — | — | — | — |
| ROP | ROPER TECHNOLOGIES INC COM | $5,662 | 0.00% | 16 | — | — | — | — |
| — | BRILLIANT EARTH GROUP INC CL A COM | $5,864 | 0.00% | 4,409 | — | — | — | — |
| BND | VANGUARD TOTAL BOND MARKET ETF | $5,926 | 0.00% | 80 | — | — | — | — |
| NEE | NEXTERA ENERGY INC COM | $6,147 | 0.00% | 66 | — | — | — | — |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $6,232 | 0.00% | 54 | — | — | — | — |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6,452 | 0.00% | 30 | — | — | — | — |
| AZO | AUTOZONE INC COM | $6,756 | 0.01% | 2 | — | — | — | — |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $6,937 | 0.01% | 100 | — | — | — | — |
| RCI | ROGERS COMMUNICATIONS INC CL B | $7,075 | 0.01% | 184 | — | — | — | — |
| DBEU | XTRACKERS MSCI EUROPE HEDGED EQUITY ETF | $7,162 | 0.01% | 147 | — | — | — | — |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $7,190 | 0.01% | 84 | — | — | — | — |
| BL | BLACKLINE INC COM | $7,400 | 0.01% | 200 | — | — | — | — |
| AGNC | AGNC INVT CORP COM | $7,442 | 0.01% | 742 | — | — | — | — |
| GIS | GENERAL MILLS INC COM | $7,444 | 0.01% | 200 | — | — | — | — |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $7,494 | 0.01% | 132 | — | — | — | — |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $7,617 | 0.01% | 88 | — | — | — | — |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $8,005 | 0.01% | 112 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC COM | $8,108 | 0.01% | 24 | — | — | — | — |
| HWM | HOWMET AEROSPACE INC COM | $8,172 | 0.01% | 35 | — | — | — | — |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $8,249 | 0.01% | 100 | — | — | — | — |
| YUM | YUM BRANDS INC COM | $8,320 | 0.01% | 53 | — | — | — | — |
| ABNB | AIRBNB INC COM CL A | $8,334 | 0.01% | 66 | — | — | — | — |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $8,341 | 0.01% | 112 | — | — | — | — |
| FE | FIRSTENERGY CORP COM | $8,460 | 0.01% | 167 | — | — | — | — |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $8,483 | 0.01% | 234 | — | — | — | — |
| — | GRAYSCALE ETHEREUM STAKING ETF | $8,535 | 0.01% | 500 | — | — | — | — |
| QCOM | QUALCOMM INC COM | $8,670 | 0.01% | 67 | — | — | — | — |
| BUG | GLOBAL X CYBERSECURITY ETF | $8,713 | 0.01% | 347 | — | — | — | — |
| RSG | REPUBLIC SVCS INC COM | $8,761 | 0.01% | 40 | — | — | — | — |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $8,769 | 0.01% | 221 | — | — | — | — |
| WIX | WIX COM LTD SHS | $9,007 | 0.01% | 100 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $9,011 | 0.01% | 100 | — | — | — | — |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $9,034 | 0.01% | 61 | — | — | — | — |
| IAPR | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL | $9,406 | 0.01% | 297 | — | — | — | — |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $9,502 | 0.01% | 318 | — | — | — | — |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $9,629 | 0.01% | 1,888 | — | — | — | — |
| BIDU | BAIDU INC SPON ADR REP A | $9,694 | 0.01% | 87 | — | — | — | — |
| AMGN | AMGEN INC COM | $9,758 | 0.01% | 27 | — | — | — | — |
| PRU | PRUDENTIAL FINL INC COM | $9,769 | 0.01% | 100 | — | — | — | — |
| HLN | HALEON PLC SPON ADS | $9,810 | 0.01% | 980 | — | — | — | — |
| SBUX | STARBUCKS CORP COM | $1.00万 | 0.01% | 112 | — | — | — | — |
| PHM | PULTE GROUP INC COM | $1.01万 | 0.01% | 85 | — | — | — | — |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $1.01万 | 0.01% | 298 | — | — | — | — |
| URNM | SPROTT URANIUM MINERS ETF | $1.01万 | 0.01% | 160 | — | — | — | — |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1.03万 | 0.01% | 687 | — | — | — | — |
| — | SUNOPTA INC COM | $1.04万 | 0.01% | 1,600 | — | — | — | — |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $1.04万 | 0.01% | 414 | — | — | — | — |
| — | BITWISE ETHEREUM ETF | $1.04万 | 0.01% | 694 | — | — | — | — |
| CMCSA | COMCAST CORP NEW CL A | $1.04万 | 0.01% | 363 | — | — | — | — |
| BF/B | BROWN FORMAN CORP CL B | $1.06万 | 0.01% | 400 | — | — | — | — |
| SPGI | S&P GLOBAL INC COM | $1.06万 | 0.01% | 25 | — | — | — | — |
| BKR | BAKER HUGHES COMPANY CL A | $1.07万 | 0.01% | 175 | — | — | — | — |
| VLO | VALERO ENERGY CORP COM | $1.08万 | 0.01% | 43 | — | — | — | — |