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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC COM | $3.18万 | 0.02% | 140 | — | — | — | — |
| ORI | OLD REP INTL CORP COM | $3.19万 | 0.02% | 800 | — | — | — | — |
| VTR | VENTAS INC COM | $3.27万 | 0.02% | 400 | — | — | — | — |
| VBR | VANGUARD SMALL CAP VALUE ETF | $3.30万 | 0.03% | 152 | — | — | — | — |
| CAT | CATERPILLAR INC COM | $3.31万 | 0.03% | 46 | — | — | — | — |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3.34万 | 0.03% | 715 | — | — | — | — |
| NOW | SERVICENOW INC COM | $3.39万 | 0.03% | 324 | — | — | — | — |
| AMT | AMERICAN TOWER CORP COM | $3.42万 | 0.03% | 198 | — | — | — | — |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $3.43万 | 0.03% | 207 | — | — | — | — |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY | $3.44万 | 0.03% | 1,151 | — | — | — | — |
| IOO | ISHARES GLOBAL 100 ETF | $3.45万 | 0.03% | 285 | — | — | — | — |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $3.49万 | 0.03% | 320 | — | — | — | — |
| OXY | OCCIDENTAL PETE CORP COM | $3.52万 | 0.03% | 542 | — | — | — | — |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $3.54万 | 0.03% | 887 | — | — | — | — |
| — | WARNER BROS DISCOVERY INC COM SER A | $3.56万 | 0.03% | 1,295 | — | — | — | — |
| CHCO | CITY HLDG CO COM | $3.57万 | 0.03% | 298 | — | — | — | — |
| MSIF | MSC INCOME FUND INC COM | $3.60万 | 0.03% | 2,955 | — | — | — | — |
| BX | BLACKSTONE INC COM | $3.65万 | 0.03% | 317 | — | — | — | — |
| SYF | SYNCHRONY FINANCIAL COM | $3.65万 | 0.03% | 536 | — | — | — | — |
| MMM | 3M CO COM | $3.65万 | 0.03% | 251 | — | — | — | — |
| C | CITIGROUP INC COM NEW | $3.67万 | 0.03% | 323 | — | — | — | — |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $3.67万 | 0.03% | 722 | — | — | — | — |
| TXN | TEXAS INSTRS INC COM | $3.76万 | 0.03% | 193 | — | — | — | — |
| CSX | CSX CORP COM | $3.80万 | 0.03% | 925 | — | — | — | — |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $3.81万 | 0.03% | 690 | — | — | — | — |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $3.82万 | 0.03% | 1,133 | — | — | — | — |
| TJX | TJX COS INC NEW COM | $3.85万 | 0.03% | 241 | — | — | — | — |
| F | FORD MTR CO COM | $3.91万 | 0.03% | 3,389 | — | — | — | — |
| DHR | DANAHER CORP DEL COM | $3.96万 | 0.03% | 208 | — | — | — | — |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $3.99万 | 0.03% | 618 | — | — | — | — |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3.99万 | 0.03% | 361 | — | — | — | — |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $4.00万 | 0.03% | 1,113 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.05万 | 0.03% | 204 | — | — | — | — |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $4.05万 | 0.03% | 1,412 | — | — | — | — |
| ALL | ALLSTATE CORP COM | $4.12万 | 0.03% | 198 | — | — | — | — |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.14万 | 0.03% | 380 | — | — | — | — |
| HSY | HERSHEY CO COM | $4.16万 | 0.03% | 200 | — | — | — | — |
| FLBL | FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND | $4.16万 | 0.03% | 1,810 | — | — | — | — |
| IWM | ISHARES RUSSELL 2000 ETF | $4.17万 | 0.03% | 168 | — | — | — | — |
| MS | MORGAN STANLEY COM NEW | $4.28万 | 0.03% | 260 | — | — | — | — |
| LIN | LINDE PLC SHS | $4.31万 | 0.03% | 87 | — | — | — | — |
| SYY | SYSCO CORP COM | $4.35万 | 0.03% | 610 | — | — | — | — |
| AFL | AFLAC INC COM | $4.39万 | 0.03% | 400 | — | — | — | — |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $4.56万 | 0.03% | 519 | — | — | — | — |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4.59万 | 0.03% | 1,000 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION COM | $4.61万 | 0.04% | 46 | — | — | — | — |
| TRV | TRAVELERS COMPANIES INC COM | $4.64万 | 0.04% | 159 | — | — | — | — |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | $4.69万 | 0.04% | 1,465 | — | — | — | — |
| DOW | DOW HLDGS INC COM | $4.75万 | 0.04% | 1,140 | — | — | — | — |
| PSA | PUBLIC STORAGE OPER CO COM | $4.79万 | 0.04% | 177 | — | — | — | — |
| VOT | VANGUARD MID-CAP GROWTH ETF | $4.81万 | 0.04% | 187 | — | — | — | — |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $4.85万 | 0.04% | 100 | — | — | — | — |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.85万 | 0.04% | 923 | — | — | — | — |
| IRM | IRON MTN INC DEL COM | $4.86万 | 0.04% | 475 | — | — | — | — |
| GDX | VANECK GOLD MINERS ETF | $4.94万 | 0.04% | 538 | — | — | — | — |
| VOE | VANGUARD MID-CAP VALUE ETF | $4.96万 | 0.04% | 269 | — | — | — | — |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $4.96万 | 0.04% | 2,000 | — | — | — | — |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | $4.97万 | 0.04% | 1,959 | — | — | — | — |
| BJAN | INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY | $5.05万 | 0.04% | 947 | — | — | — | — |
| DLR | DIGITAL RLTY TR INC COM | $5.06万 | 0.04% | 281 | — | — | — | — |
| USRT | ISHARES CORE U.S. REIT ETF | $5.08万 | 0.04% | 858 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $5.12万 | 0.04% | 350 | — | — | — | — |
| PEBO | PEOPLES BANCORP INC COM | $5.14万 | 0.04% | 1,564 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5.17万 | 0.04% | 852 | — | — | — | — |
| VNQ | VANGUARD REAL ESTATE ETF | $5.17万 | 0.04% | 583 | — | — | — | — |
| PHO | INVESCO WATER RESOURCES ETF | $5.25万 | 0.04% | 785 | — | — | — | — |
| APH | AMPHENOL CORP CL A | $5.26万 | 0.04% | 416 | — | — | — | — |
| IWR | ISHARES RUSSELL MIDCAP ETF | $5.27万 | 0.04% | 542 | — | — | — | — |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $5.29万 | 0.04% | 446 | — | — | — | — |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $5.37万 | 0.04% | 1,791 | — | — | — | — |
| O | REALTY INCOME CORP COM | $5.50万 | 0.04% | 899 | — | — | — | — |
| BIT | BLACKROCK MULTI SECTOR INC TR COM | $5.77万 | 0.04% | 4,611 | — | — | — | — |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO APRIL 2026 | $5.78万 | 0.04% | 2,006 | — | — | — | — |
| — | NYLI MACKAY DEFINEDTERM MUNI COM | $5.79万 | 0.04% | 3,900 | — | — | — | — |
| SHEL | SHELL PLC SPON ADS | $5.85万 | 0.04% | 629 | — | — | — | — |
| FCX | FREEPORT MCMORAN INC CL B | $5.91万 | 0.04% | 1,005 | — | — | — | — |
| BA | BOEING CO COM | $5.97万 | 0.05% | 300 | — | — | — | — |
| DIS | DISNEY WALT CO COM | $6.07万 | 0.05% | 629 | — | — | — | — |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $6.14万 | 0.05% | 1,717 | — | — | — | — |
| BNS | BANK NOVA SCOTIA B C COM | $6.15万 | 0.05% | 888 | — | — | — | — |
| BBSI | BARRETT BUSINESS SVCS INC COM | $6.33万 | 0.05% | 2,169 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $6.35万 | 0.05% | 188 | — | — | — | — |
| VB | VANGUARD SMALL-CAP ETF | $6.44万 | 0.05% | 246 | — | — | — | — |
| EQIX | EQUINIX INC COM | $6.48万 | 0.05% | 66 | — | — | — | — |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6.53万 | 0.05% | 936 | — | — | — | — |
| MA | MASTERCARD INCORPORATED CL A | $6.55万 | 0.05% | 131 | — | — | — | — |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $6.59万 | 0.05% | 1,364 | — | — | — | — |
| SU | SUNCOR ENERGY INC NEW COM | $6.60万 | 0.05% | 999 | — | — | — | — |
| NOC | NORTHROP GRUMMAN CORP COM | $6.69万 | 0.05% | 98 | — | — | — | — |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $6.74万 | 0.05% | 897 | — | — | — | — |
| LLY | ELI LILLY & CO COM | $6.81万 | 0.05% | 74 | — | — | — | — |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $6.85万 | 0.05% | 836 | — | — | — | — |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $6.92万 | 0.05% | 1,506 | — | — | — | — |
| HTAB | HARTFORD SCHRODERS TAX-AWARE BOND ETF | $6.97万 | 0.05% | 3,668 | — | — | — | — |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $6.99万 | 0.05% | 305 | — | — | — | — |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $7.13万 | 0.05% | 462 | — | — | — | — |
| CI | THE CIGNA GROUP COM | $7.23万 | 0.05% | 271 | — | — | — | — |
| HYT | BLACKROCK CORPOR HI YLD FD INC COM | $7.30万 | 0.06% | 8,569 | — | — | — | — |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $7.43万 | 0.06% | 1,251 | — | — | — | — |
| MDLZ | MONDELEZ INTL INC CL A | $7.45万 | 0.06% | 1,293 | — | — | — | — |