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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD REAL ESTATE ETF | $5.17万 | 0.04% | 583 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5.17万 | 0.04% | 852 | — | — | — | — |
| PEBO | PEOPLES BANCORP INC COM | $5.14万 | 0.04% | 1,564 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $5.12万 | 0.04% | 350 | — | — | — | — |
| USRT | ISHARES CORE U.S. REIT ETF | $5.08万 | 0.04% | 858 | — | — | — | — |
| DLR | DIGITAL RLTY TR INC COM | $5.06万 | 0.04% | 281 | — | — | — | — |
| BJAN | INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY | $5.05万 | 0.04% | 947 | — | — | — | — |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | $4.97万 | 0.04% | 1,959 | — | — | — | — |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $4.96万 | 0.04% | 2,000 | — | — | — | — |
| VOE | VANGUARD MID-CAP VALUE ETF | $4.96万 | 0.04% | 269 | — | — | — | — |
| GDX | VANECK GOLD MINERS ETF | $4.94万 | 0.04% | 538 | — | — | — | — |
| IRM | IRON MTN INC DEL COM | $4.86万 | 0.04% | 475 | — | — | — | — |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.85万 | 0.04% | 923 | — | — | — | — |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $4.85万 | 0.04% | 100 | — | — | — | — |
| VOT | VANGUARD MID-CAP GROWTH ETF | $4.81万 | 0.04% | 187 | — | — | — | — |
| PSA | PUBLIC STORAGE OPER CO COM | $4.79万 | 0.04% | 177 | — | — | — | — |
| DOW | DOW HLDGS INC COM | $4.75万 | 0.04% | 1,140 | — | — | — | — |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | $4.69万 | 0.04% | 1,465 | — | — | — | — |
| TRV | TRAVELERS COMPANIES INC COM | $4.64万 | 0.04% | 159 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION COM | $4.61万 | 0.04% | 46 | — | — | — | — |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4.59万 | 0.03% | 1,000 | — | — | — | — |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $4.56万 | 0.03% | 519 | — | — | — | — |
| AFL | AFLAC INC COM | $4.39万 | 0.03% | 400 | — | — | — | — |
| SYY | SYSCO CORP COM | $4.35万 | 0.03% | 610 | — | — | — | — |
| LIN | LINDE PLC SHS | $4.31万 | 0.03% | 87 | — | — | — | — |
| MS | MORGAN STANLEY COM NEW | $4.28万 | 0.03% | 260 | — | — | — | — |
| IWM | ISHARES RUSSELL 2000 ETF | $4.17万 | 0.03% | 168 | — | — | — | — |
| FLBL | FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND | $4.16万 | 0.03% | 1,810 | — | — | — | — |
| HSY | HERSHEY CO COM | $4.16万 | 0.03% | 200 | — | — | — | — |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.14万 | 0.03% | 380 | — | — | — | — |
| ALL | ALLSTATE CORP COM | $4.12万 | 0.03% | 198 | — | — | — | — |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $4.05万 | 0.03% | 1,412 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.05万 | 0.03% | 204 | — | — | — | — |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $4.00万 | 0.03% | 1,113 | — | — | — | — |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3.99万 | 0.03% | 361 | — | — | — | — |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $3.99万 | 0.03% | 618 | — | — | — | — |
| DHR | DANAHER CORP DEL COM | $3.96万 | 0.03% | 208 | — | — | — | — |
| F | FORD MTR CO COM | $3.91万 | 0.03% | 3,389 | — | — | — | — |
| TJX | TJX COS INC NEW COM | $3.85万 | 0.03% | 241 | — | — | — | — |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $3.82万 | 0.03% | 1,133 | — | — | — | — |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $3.81万 | 0.03% | 690 | — | — | — | — |
| CSX | CSX CORP COM | $3.80万 | 0.03% | 925 | — | — | — | — |
| TXN | TEXAS INSTRS INC COM | $3.76万 | 0.03% | 193 | — | — | — | — |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $3.67万 | 0.03% | 722 | — | — | — | — |
| C | CITIGROUP INC COM NEW | $3.67万 | 0.03% | 323 | — | — | — | — |
| MMM | 3M CO COM | $3.65万 | 0.03% | 251 | — | — | — | — |
| SYF | SYNCHRONY FINANCIAL COM | $3.65万 | 0.03% | 536 | — | — | — | — |
| BX | BLACKSTONE INC COM | $3.65万 | 0.03% | 317 | — | — | — | — |
| MSIF | MSC INCOME FUND INC COM | $3.60万 | 0.03% | 2,955 | — | — | — | — |
| CHCO | CITY HLDG CO COM | $3.57万 | 0.03% | 298 | — | — | — | — |
| — | WARNER BROS DISCOVERY INC COM SER A | $3.56万 | 0.03% | 1,295 | — | — | — | — |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $3.54万 | 0.03% | 887 | — | — | — | — |
| OXY | OCCIDENTAL PETE CORP COM | $3.52万 | 0.03% | 542 | — | — | — | — |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $3.49万 | 0.03% | 320 | — | — | — | — |
| IOO | ISHARES GLOBAL 100 ETF | $3.45万 | 0.03% | 285 | — | — | — | — |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY | $3.44万 | 0.03% | 1,151 | — | — | — | — |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $3.43万 | 0.03% | 207 | — | — | — | — |
| AMT | AMERICAN TOWER CORP COM | $3.42万 | 0.03% | 198 | — | — | — | — |
| NOW | SERVICENOW INC COM | $3.39万 | 0.03% | 324 | — | — | — | — |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3.34万 | 0.03% | 715 | — | — | — | — |
| CAT | CATERPILLAR INC COM | $3.31万 | 0.03% | 46 | — | — | — | — |
| VBR | VANGUARD SMALL CAP VALUE ETF | $3.30万 | 0.03% | 152 | — | — | — | — |
| VTR | VENTAS INC COM | $3.27万 | 0.02% | 400 | — | — | — | — |
| ORI | OLD REP INTL CORP COM | $3.19万 | 0.02% | 800 | — | — | — | — |
| — | HONEYWELL INTL INC COM | $3.18万 | 0.02% | 140 | — | — | — | — |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3.13万 | 0.02% | 553 | — | — | — | — |
| EXC | EXELON CORP COM | $3.09万 | 0.02% | 631 | — | — | — | — |
| SOXX | ISHARES SEMICONDUCTOR ETF | $3.06万 | 0.02% | 93 | — | — | — | — |
| COP | CONOCOPHILLIPS COM | $3.05万 | 0.02% | 231 | — | — | — | — |
| HACK | AMPLIFY CYBERSECURITY ETF | $3.05万 | 0.02% | 406 | — | — | — | — |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $3.04万 | 0.02% | 496 | — | — | — | — |
| BP | BP PLC SPONSORED ADR | $3.02万 | 0.02% | 643 | — | — | — | — |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $3.01万 | 0.02% | 736 | — | — | — | — |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $2.99万 | 0.02% | 446 | — | — | — | — |
| MPLX | MPLX LP COM UNIT REP LTD | $2.99万 | 0.02% | 524 | — | — | — | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.95万 | 0.02% | 365 | — | — | — | — |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $2.94万 | 0.02% | 638 | — | — | — | — |
| CRM | SALESFORCE INC COM | $2.93万 | 0.02% | 157 | — | — | — | — |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $2.92万 | 0.02% | 47 | — | — | — | — |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $2.90万 | 0.02% | 580 | — | — | — | — |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $2.88万 | 0.02% | 430 | — | — | — | — |
| EFA | ISHARES MSCI EAFE ETF | $2.85万 | 0.02% | 293 | — | — | — | — |
| FLJP | FRANKLIN FTSE JAPAN ETF | $2.84万 | 0.02% | 785 | — | — | — | — |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.83万 | 0.02% | 451 | — | — | — | — |
| CB | CHUBB LTD SWITZ COM | $2.74万 | 0.02% | 84 | — | — | — | — |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $2.69万 | 0.02% | 342 | — | — | — | — |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2.68万 | 0.02% | 347 | — | — | — | — |
| SMH | VANECK SEMICONDUCTOR ETF | $2.65万 | 0.02% | 69 | — | — | — | — |
| EMR | EMERSON ELEC CO COM | $2.62万 | 0.02% | 200 | — | — | — | — |
| ARKK | ARK INNOVATION ETF | $2.61万 | 0.02% | 386 | — | — | — | — |
| BLK | BLACKROCK INC COM | $2.60万 | 0.02% | 27 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $2.58万 | 0.02% | 127 | — | — | — | — |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $2.55万 | 0.02% | 207 | — | — | — | — |
| — | CION INVT CORP COM | $2.54万 | 0.02% | 3,708 | — | — | — | — |
| PSX | PHILLIPS 66 COM | $2.50万 | 0.02% | 137 | — | — | — | — |
| JBND | JPMORGAN ACTIVE BOND ETF | $2.49万 | 0.02% | 463 | — | — | — | — |
| TGT | TARGET CORP COM | $2.47万 | 0.02% | 204 | — | — | — | — |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $2.43万 | 0.02% | 549 | — | — | — | — |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $2.42万 | 0.02% | 1,771 | — | — | — | — |
| INTU | INTUIT COM | $2.42万 | 0.02% | 56 | — | — | — | — |