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 |
|---|---|---|---|---|---|---|---|---|
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $2.40万 | 0.02% | 472 | — | — | — | — |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.38万 | 0.02% | 266 | — | — | — | — |
| CTVA | CORTEVA INC COM | $2.30万 | 0.02% | 274 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INC CL B | $2.24万 | 0.02% | 227 | — | — | — | — |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $2.24万 | 0.02% | 419 | — | — | — | — |
| AMP | AMERIPRISE FINL INC COM | $2.18万 | 0.02% | 49 | — | — | — | — |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $2.14万 | 0.02% | 98 | — | — | — | — |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2.14万 | 0.02% | 157 | — | — | — | — |
| KMB | KIMBERLY-CLARK CORP COM | $2.12万 | 0.02% | 220 | — | — | — | — |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $2.12万 | 0.02% | 970 | — | — | — | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.12万 | 0.02% | 551 | — | — | — | — |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $2.11万 | 0.02% | 283 | — | — | — | — |
| MRSH | MARSH & MCLENNAN COS INC COM | $2.10万 | 0.02% | 121 | — | — | — | — |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $2.06万 | 0.02% | 2,387 | — | — | — | — |
| WSBC | WESBANCO INC COM | $2.06万 | 0.02% | 596 | — | — | — | — |
| FTI | TECHNIPFMC PLC COM | $2.02万 | 0.02% | 292 | — | — | — | — |
| PRF | INVESCO RAFI US 1000 ETF | $2.00万 | 0.02% | 420 | — | — | — | — |
| VTRS | VIATRIS INC COM | $2.00万 | 0.02% | 1,477 | — | — | — | — |
| MYI | BLACKROCK MUNIYIELD QUALITY FD COM | $1.99万 | 0.02% | 1,896 | — | — | — | — |
| DVY | ISHARES SELECT DIVIDEND ETF | $1.95万 | 0.01% | 129 | — | — | — | — |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.94万 | 0.01% | 413 | — | — | — | — |
| GLW | CORNING INC COM | $1.93万 | 0.01% | 142 | — | — | — | — |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $1.92万 | 0.01% | 430 | — | — | — | — |
| GERN | GERON CORP COM | $1.92万 | 0.01% | 12,873 | — | — | — | — |
| MUA | BLACKROCK MUNIASSETS FD INC COM | $1.91万 | 0.01% | 1,801 | — | — | — | — |
| GSK | GSK PLC SPONSORED ADR | $1.88万 | 0.01% | 340 | — | — | — | — |
| IOCT | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER | $1.87万 | 0.01% | 533 | — | — | — | — |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $1.82万 | 0.01% | 95 | — | — | — | — |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER | $1.82万 | 0.01% | 570 | — | — | — | — |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.76万 | 0.01% | 356 | — | — | — | — |
| TFC | TRUIST FINL CORP COM | $1.74万 | 0.01% | 379 | — | — | — | — |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1.74万 | 0.01% | 60 | — | — | — | — |
| DGX | QUEST DIAGNOSTICS INC COM | $1.71万 | 0.01% | 87 | — | — | — | — |
| SR | SPIRE INC COM | $1.70万 | 0.01% | 188 | — | — | — | — |
| SBR | SABINE RTY TR UNIT BEN INT | $1.70万 | 0.01% | 226 | — | — | — | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $1.65万 | 0.01% | 269 | — | — | — | — |
| SRE | SEMPRA COM | $1.64万 | 0.01% | 169 | — | — | — | — |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $1.61万 | 0.01% | 149 | — | — | — | — |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $1.59万 | 0.01% | 88 | — | — | — | — |
| SLB | SLB LIMITED COM STK | $1.58万 | 0.01% | 308 | — | — | — | — |
| PBA | PEMBINA PIPELINE CORP COM | $1.57万 | 0.01% | 350 | — | — | — | — |
| WMB | WILLIAMS COS INC COM | $1.55万 | 0.01% | 213 | — | — | — | — |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $1.55万 | 0.01% | 510 | — | — | — | — |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1.54万 | 0.01% | 600 | — | — | — | — |
| XYZ | BLOCK INC CL A | $1.53万 | 0.01% | 254 | — | — | — | — |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.52万 | 0.01% | 84 | — | — | — | — |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $1.50万 | 0.01% | 258 | — | — | — | — |
| KHC | KRAFT HEINZ CO COM | $1.45万 | 0.01% | 644 | — | — | — | — |
| — | SILA REALTY TRUST INC COMMON STOCK | $1.45万 | 0.01% | 611 | — | — | — | — |
| WFC | WELLS FARGO & CO COM | $1.44万 | 0.01% | 180 | — | — | — | — |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $1.43万 | 0.01% | 405 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1.38万 | 0.01% | 28 | — | — | — | — |
| GILD | GILEAD SCIENCES INC COM | $1.38万 | 0.01% | 98 | — | — | — | — |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $1.37万 | 0.01% | 250 | — | — | — | — |
| CRWV | COREWEAVE INC COM CL A | $1.35万 | 0.01% | 174 | — | — | — | — |
| ETG | EATON VANCE TX ADV GLBL DIV FD COM | $1.35万 | 0.01% | 669 | — | — | — | — |
| SCHP | SCHWAB US TIPS ETF | $1.32万 | 0.01% | 497 | — | — | — | — |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $1.32万 | 0.01% | 210 | — | — | — | — |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $1.26万 | 0.01% | 243 | — | — | — | — |
| STZ | CONSTELLATION BRANDS INC CL A | $1.25万 | 0.01% | 83 | — | — | — | — |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $1.24万 | 0.01% | 122 | — | — | — | — |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER | $1.19万 | 0.01% | 350 | — | — | — | — |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1.15万 | 0.01% | 214 | — | — | — | — |
| AXON | AXON ENTERPRISE INC COM | $1.15万 | 0.01% | 27 | — | — | — | — |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $1.09万 | 0.01% | 113 | — | — | — | — |
| VLO | VALERO ENERGY CORP COM | $1.08万 | 0.01% | 43 | — | — | — | — |
| BKR | BAKER HUGHES COMPANY CL A | $1.07万 | 0.01% | 175 | — | — | — | — |
| SPGI | S&P GLOBAL INC COM | $1.06万 | 0.01% | 25 | — | — | — | — |
| BF/B | BROWN FORMAN CORP CL B | $1.06万 | 0.01% | 400 | — | — | — | — |
| CMCSA | COMCAST CORP NEW CL A | $1.04万 | 0.01% | 363 | — | — | — | — |
| — | BITWISE ETHEREUM ETF | $1.04万 | 0.01% | 694 | — | — | — | — |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $1.04万 | 0.01% | 414 | — | — | — | — |
| — | SUNOPTA INC COM | $1.04万 | 0.01% | 1,600 | — | — | — | — |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1.03万 | 0.01% | 687 | — | — | — | — |
| URNM | SPROTT URANIUM MINERS ETF | $1.01万 | 0.01% | 160 | — | — | — | — |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $1.01万 | 0.01% | 298 | — | — | — | — |
| PHM | PULTE GROUP INC COM | $1.01万 | 0.01% | 85 | — | — | — | — |
| SBUX | STARBUCKS CORP COM | $1.00万 | 0.01% | 112 | — | — | — | — |
| HLN | HALEON PLC SPON ADS | $9,810 | 0.01% | 980 | — | — | — | — |
| PRU | PRUDENTIAL FINL INC COM | $9,769 | 0.01% | 100 | — | — | — | — |
| AMGN | AMGEN INC COM | $9,758 | 0.01% | 27 | — | — | — | — |
| BIDU | BAIDU INC SPON ADR REP A | $9,694 | 0.01% | 87 | — | — | — | — |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $9,629 | 0.01% | 1,888 | — | — | — | — |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $9,502 | 0.01% | 318 | — | — | — | — |
| IAPR | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL | $9,406 | 0.01% | 297 | — | — | — | — |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $9,034 | 0.01% | 61 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $9,011 | 0.01% | 100 | — | — | — | — |
| WIX | WIX COM LTD SHS | $9,007 | 0.01% | 100 | — | — | — | — |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $8,769 | 0.01% | 221 | — | — | — | — |
| RSG | REPUBLIC SVCS INC COM | $8,761 | 0.01% | 40 | — | — | — | — |
| BUG | GLOBAL X CYBERSECURITY ETF | $8,713 | 0.01% | 347 | — | — | — | — |
| QCOM | QUALCOMM INC COM | $8,670 | 0.01% | 67 | — | — | — | — |
| — | GRAYSCALE ETHEREUM STAKING ETF | $8,535 | 0.01% | 500 | — | — | — | — |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $8,483 | 0.01% | 234 | — | — | — | — |
| FE | FIRSTENERGY CORP COM | $8,460 | 0.01% | 167 | — | — | — | — |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $8,341 | 0.01% | 112 | — | — | — | — |
| ABNB | AIRBNB INC COM CL A | $8,334 | 0.01% | 66 | — | — | — | — |
| YUM | YUM BRANDS INC COM | $8,320 | 0.01% | 53 | — | — | — | — |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $8,249 | 0.01% | 100 | — | — | — | — |
| HWM | HOWMET AEROSPACE INC COM | $8,172 | 0.01% | 35 | — | — | — | — |