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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP COM | $7.50万 | 0.06% | 241 | — | — | — | — |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $7.54万 | 0.06% | 514 | — | — | — | — |
| GEV | GE VERNOVA INC COM | $7.60万 | 0.06% | 87 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC COM | $7.63万 | 0.06% | 674 | — | — | — | — |
| D | DOMINION ENERGY INC COM | $7.65万 | 0.06% | 1,236 | — | — | — | — |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $7.70万 | 0.06% | 476 | — | — | — | — |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $7.80万 | 0.06% | 3,344 | — | — | — | — |
| ADBE | ADOBE INC COM | $7.88万 | 0.06% | 324 | — | — | — | — |
| UBS | UBS GROUP AG SHS | $8.19万 | 0.06% | 2,096 | — | — | — | — |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $8.21万 | 0.06% | 805 | — | — | — | — |
| INTC | INTEL CORP COM | $8.27万 | 0.06% | 1,873 | — | — | — | — |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $8.32万 | 0.06% | 1,375 | — | — | — | — |
| SLF | SUN LIFE FINANCIAL INC. COM | $8.34万 | 0.06% | 1,333 | — | — | — | — |
| IEFA | ISHARES CORE MSCI EAFE ETF | $8.37万 | 0.06% | 925 | — | — | — | — |
| — | ISHARES HIGH YIELD ACTIVE ETF | $8.43万 | 0.06% | 1,670 | — | — | — | — |
| CEG | CONSTELLATION ENERGY CORP COM | $8.48万 | 0.06% | 303 | — | — | — | — |
| VHT | VANGUARD HEALTH CARE ETF | $8.66万 | 0.07% | 318 | — | — | — | — |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $8.69万 | 0.07% | 1,775 | — | — | — | — |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $8.70万 | 0.07% | 7,927 | — | — | — | — |
| VMC | VULCAN MATLS CO COM | $8.76万 | 0.07% | 321 | — | — | — | — |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $9.04万 | 0.07% | 1,475 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO COM | $9.07万 | 0.07% | 300 | — | — | — | — |
| PFE | PFIZER INC COM | $9.11万 | 0.07% | 3,244 | — | — | — | — |
| MDT | MEDTRONIC PLC SHS | $9.45万 | 0.07% | 1,091 | — | — | — | — |
| MSTR | STRATEGY INC CL A NEW | $9.56万 | 0.07% | 766 | — | — | — | — |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $9.57万 | 0.07% | 2,387 | — | — | — | — |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $9.59万 | 0.07% | 1,030 | — | — | — | — |
| KMI | KINDER MORGAN INC DEL COM | $9.79万 | 0.07% | 2,920 | — | — | — | — |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $10.08万 | 0.08% | 4,368 | — | — | — | — |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $10.33万 | 0.08% | 148 | — | — | — | — |
| GE | GE AEROSPACE COM NEW | $10.36万 | 0.08% | 365 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC SHS | $10.42万 | 0.08% | 250 | — | — | — | — |
| RTX | RTX CORPORATION COM | $10.60万 | 0.08% | 549 | — | — | — | — |
| NFLX | NETFLIX INC. COM | $10.78万 | 0.08% | 1,121 | — | — | — | — |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $10.80万 | 0.08% | 2,583 | — | — | — | — |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $11.09万 | 0.08% | 367 | — | — | — | — |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $11.13万 | 0.08% | 895 | — | — | — | — |
| MAR | MARRIOTT INTL INC NEW CL A | $11.41万 | 0.09% | 349 | — | — | — | — |
| PAYX | PAYCHEX INC COM | $11.42万 | 0.09% | 1,239 | — | — | — | — |
| HD | HOME DEPOT INC COM | $11.45万 | 0.09% | 348 | — | — | — | — |
| LRCX | LAM RESEARCH CORP COM NEW | $11.75万 | 0.09% | 550 | — | — | — | — |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $11.81万 | 0.09% | 2,340 | — | — | — | — |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $11.93万 | 0.09% | 987 | — | — | — | — |
| NJUL | INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $12.26万 | 0.09% | 1,717 | — | — | — | — |
| OKE | ONEOK INC NEW COM | $12.84万 | 0.10% | 1,421 | — | — | — | — |
| PEP | PEPSICO INC COM | $13.00万 | 0.10% | 837 | — | — | — | — |
| CVS | CVS HEALTH CORP COM | $13.16万 | 0.10% | 1,831 | — | — | — | — |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $13.42万 | 0.10% | 865 | — | — | — | — |
| MRK | MERCK & CO INC COM | $13.49万 | 0.10% | 1,121 | — | — | — | — |
| GSEE | GOLDMAN SACHS MARKETBETA EMERGING MARKETS EQUITY ETF | $13.56万 | 0.10% | 2,318 | — | — | — | — |
| IJH | ISHARES CORE S&P MID-CAP ETF | $14.01万 | 0.11% | 2,074 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC COM | $14.30万 | 0.11% | 703 | — | — | — | — |
| TSLA | TESLA INC COM | $14.31万 | 0.11% | 385 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON COM | $14.62万 | 0.11% | 598 | — | — | — | — |
| DE | DEERE & CO COM | $14.67万 | 0.11% | 260 | — | — | — | — |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $14.90万 | 0.11% | 3,936 | — | — | — | — |
| GOOG | ALPHABET INC CAP STK CL C | $15.05万 | 0.11% | 524 | — | — | — | — |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $15.37万 | 0.12% | 1,570 | — | — | — | — |
| BAC | BANK AMERICA CORP COM | $15.44万 | 0.12% | 3,167 | — | — | — | — |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $15.82万 | 0.12% | 3,387 | — | — | — | — |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $15.84万 | 0.12% | 3,672 | — | — | — | — |
| PCN | PIMCO CORPORATE & INCM STRG FD COM | $16.01万 | 0.12% | 13,451 | — | — | — | — |
| WM | WASTE MGMT INC DEL COM | $16.28万 | 0.12% | 708 | — | — | — | — |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $16.56万 | 0.13% | 9,673 | — | — | — | — |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $17.14万 | 0.13% | 3,500 | — | — | — | — |
| SO | SOUTHERN CO COM | $17.24万 | 0.13% | 1,786 | — | — | — | — |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $17.35万 | 0.13% | 3,880 | — | — | — | — |
| V | VISA INC COM CL A | $17.36万 | 0.13% | 574 | — | — | — | — |
| WMT | WALMART INC COM | $18.17万 | 0.14% | 1,461 | — | — | — | — |
| UL | UNILEVER PLC SPON ADR NEW | $18.28万 | 0.14% | 3,208 | — | — | — | — |
| ORCL | ORACLE CORP COM | $18.40万 | 0.14% | 1,251 | — | — | — | — |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $18.41万 | 0.14% | 2,314 | — | — | — | — |
| PG | PROCTER & GAMBLE CO COM | $19.56万 | 0.15% | 1,353 | — | — | — | — |
| VO | VANGUARD MID-CAP ETF | $19.56万 | 0.15% | 681 | — | — | — | — |
| BHRB | BURKE HERBERT FINL SVCS CORP COM | $20.25万 | 0.15% | 3,251 | — | — | — | — |
| NVS | NOVARTIS AG SPONSORED ADR | $20.25万 | 0.15% | 1,326 | — | — | — | — |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $20.34万 | 0.15% | 4,986 | — | — | — | — |
| META | META PLATFORMS INC CL A | $20.75万 | 0.16% | 362 | — | — | — | — |
| VUG | VANGUARD GROWTH ETF | $21.97万 | 0.17% | 503 | — | — | — | — |
| CSCO | CISCO SYS INC COM | $24.17万 | 0.18% | 3,115 | — | — | — | — |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $24.18万 | 0.18% | 4,583 | — | — | — | — |
| VTV | VANGUARD VALUE ETF | $24.59万 | 0.19% | 1,253 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORP COM | $25.07万 | 0.19% | 414 | — | — | — | — |
| IDEQ | LAZARD INTERNATIONAL DYNAMIC EQUITY ETF | $25.66万 | 0.20% | 8,081 | — | — | — | — |
| KO | COCA COLA CO COM | $26.86万 | 0.20% | 3,532 | — | — | — | — |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $27.19万 | 0.21% | 3,869 | — | — | — | — |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $28.38万 | 0.22% | 6,583 | — | — | — | — |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $28.67万 | 0.22% | 3,920 | — | — | — | — |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $29.13万 | 0.22% | 3,898 | — | — | — | — |
| ADM | ARCHER DANIELS MIDLAND CO COM | $29.29万 | 0.22% | 4,029 | — | — | — | — |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $30.83万 | 0.23% | 1,213 | — | — | — | — |
| LOW | LOWES COS INC COM | $31.01万 | 0.24% | 1,312 | — | — | — | — |
| T | AT&T INC COM | $31.57万 | 0.24% | 10,889 | — | — | — | — |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $32.08万 | 0.24% | 6,339 | — | — | — | — |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $33.09万 | 0.25% | 6,756 | — | — | — | — |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $33.70万 | 0.26% | 8,467 | — | — | — | — |
| VOO | VANGUARD S&P 500 ETF | $34.68万 | 0.26% | 580 | — | — | — | — |
| CVX | CHEVRON CORPORATION COM | $35.45万 | 0.27% | 1,713 | — | — | — | — |
| AMZN | AMAZON COM INC COM | $38.76万 | 0.29% | 1,861 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW COM NEW | $38.82万 | 0.30% | 2,964 | — | — | — | — |