PlanVest Financial, Inc
GAITHERSBURG MD · SEC CIK 0002135239
$1.50亿2026Q2 申报市值
595持仓数
35.9%前十大占比 · 第一大 5.5%
44 / 12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
XOM 新建仓+$52.26万
AMAT 加仓+$25.37万
CLSE 新建仓+$24.39万
VOO 加仓+$22.11万
SPY 加仓+$19.42万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$66.25万
XAR 减仓-$8.60万
XLK 减仓-$8.10万
XMHQ 减仓-$7.96万
DGS 减仓-$6.45万
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 |
|---|---|---|---|---|---|---|---|---|
| UAA | UNDER ARMOUR INC CL A | $2,556 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $2,588 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $2,625 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2,668 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $2,676 | 0.00% | 73 | 1 | 1.4% | $37 | 加仓 |
| PLD | PROLOGIS INC. COM | $2,709 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $2,776 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2,785 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $2,835 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $3,024 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $3,041 | 0.00% | 41 | 1 | 2.5% | $74 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $3,049 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $3,081 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $3,144 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $3,241 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $3,286 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $3,314 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $3,461 | 0.00% | 52 | 1 | 2.0% | $67 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $3,464 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $3,471 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $3,540 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $3,546 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | ALPS CLEAN ENERGY ETF | $3,555 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $3,564 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $3,602 | 0.00% | 1,329 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $3,616 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $3,687 | 0.00% | 21 | 1 | 5.0% | $176 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $3,702 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $3,802 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $3,926 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $3,972 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $4,027 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $4,091 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC COM | $4,283 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP COM | $4,337 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $4,479 | 0.00% | 110 | 1 | 0.9% | $41 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $4,529 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD SHS | $4,537 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION COM | $4,546 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $4,563 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $4,620 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $4,678 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $4,747 | 0.00% | 35 | -74 | -67.9% | -$1.00万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $4,759 | 0.00% | 89 | 57 | 178.1% | $3,048 | 加仓 |
| HPQ | HP INC COM | $4,777 | 0.00% | 218 | 4 | 1.9% | $88 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $4,783 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC COM | $4,789 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $4,845 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $4,872 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | BRILLIANT EARTH GROUP INC CL A COM | $4,982 | 0.00% | 4,409 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $5,175 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $5,296 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $5,303 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $5,309 | 0.00% | 28 | 28 | — | $5,309 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $5,414 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $5,456 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $5,510 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER | $5,532 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $5,540 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC COM | $5,614 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC COM | $5,617 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $5,809 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC COM | $5,875 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $5,946 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $5,956 | 0.00% | 64 | 1 | 1.6% | $93 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $5,967 | 0.00% | 81 | 1 | 1.2% | $74 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $5,980 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $6,068 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $6,380 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BUFP | PGIM LADDERED S&P 500 BUFFER 12 ETF | $6,570 | 0.00% | 205 | 205 | — | $6,570 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $6,731 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC COM | $6,829 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $6,960 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM | $7,033 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $7,043 | 0.00% | 85 | 1 | 1.2% | $83 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $7,061 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $7,099 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $7,202 | 0.00% | 113 | 1 | 0.9% | $64 | 加仓 |
| CIFR | CIPHER DIGITAL INC COM | $7,350 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $7,811 | 0.01% | 30 | 30 | — | $7,811 | 新建仓 |
| — | BITWISE ETHEREUM ETF | $7,828 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $7,939 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $8,072 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $8,088 | 0.01% | 742 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $8,119 | 0.01% | 37 | -58 | -61.1% | -$1.27万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $8,240 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT URANIUM MINERS ETF | $8,414 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $8,523 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $8,554 | 0.01% | 54 | 1 | 1.9% | $158 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $8,614 | 0.01% | 92 | 92 | — | $8,614 | 新建仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $8,782 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $8,821 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $8,916 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $9,143 | 0.01% | 980 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $9,242 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $9,313 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $9,337 | 0.01% | 207 | 2 | 1.0% | $90 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $9,421 | 0.01% | 1,888 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $9,445 | 0.01% | 66 | 0 | 0.0% | — | 不变 |