Blom & Howell Financial Planning, Inc.
MODESTO CA · SEC CIK 0002136102
$1.02亿2026Q1 申报市值
61持仓数
65.4%前十大占比 · 第一大 12.4%
2 / 3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
JPST 加仓+$187.66万
SCHG 加仓+$150.93万
BIV 加仓+$132.04万
SDVY 新建仓+$122.60万
CGGO 加仓+$113.13万
2026Q1 卖出最多 按季末市值估算
VUSB 减仓-$138.99万
VB 减仓-$110.25万
VTV 减仓-$108.93万
VGIT 减仓-$75.32万
VEA 减仓-$72.54万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $1,260.44万 | 12.38% | 253,177 | -27,918 | -9.9% | -$138.99万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $910.03万 | 8.94% | 312,404 | 51,813 | 19.9% | $150.93万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $778.95万 | 7.65% | 153,912 | 37,080 | 31.7% | $187.66万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $675.60万 | 6.63% | 158,814 | 16,919 | 11.9% | $71.97万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $670.72万 | 6.59% | 31,188 | 5,226 | 20.1% | $112.39万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $623.80万 | 6.12% | 186,936 | 33,903 | 22.2% | $113.13万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $560.26万 | 5.50% | 82,054 | 10,035 | 13.9% | $68.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $456.96万 | 4.49% | 23,291 | -5,552 | -19.2% | -$108.93万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $394.16万 | 3.87% | 51,070 | 17,108 | 50.4% | $132.04万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $333.43万 | 3.27% | 67,021 | -984 | -1.4% | -$4.90万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $312.57万 | 3.07% | 7,156 | -861 | -10.7% | -$37.61万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $269.27万 | 2.64% | 42,021 | -11,321 | -21.2% | -$72.54万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $231.30万 | 2.27% | 38,841 | -12,648 | -24.6% | -$75.32万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $211.19万 | 2.07% | 77,557 | 16,841 | 27.7% | $45.86万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $171.04万 | 1.68% | 15,257 | 2,182 | 16.7% | $24.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $139.53万 | 1.37% | 1,400 | -1 | -0.1% | -$997 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $138.47万 | 1.36% | 7,025 | 779 | 12.5% | $15.35万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $122.60万 | 1.20% | 31,092 | 31,092 | — | $122.60万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $121.19万 | 1.19% | 4,958 | 18 | 0.4% | $4,400 | 加仓 |
| VB | VANGUARD INDEX FDS | $99.56万 | 0.98% | 3,801 | -4,209 | -52.5% | -$110.25万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $90.13万 | 0.88% | 25,107 | 5,746 | 29.7% | $20.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $86.03万 | 0.84% | 4,229 | -75 | -1.7% | -$1.53万 | 减仓 |
| AAPL | APPLE INC | $73.03万 | 0.72% | 2,877 | -77 | -2.6% | -$1.95万 | 减仓 |
| PHYL | PGIM ETF TR | $69.10万 | 0.68% | 19,954 | -8,511 | -29.9% | -$29.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $68.37万 | 0.67% | 2,131 | 41 | 2.0% | $1.32万 | 加仓 |
| AVGO | BROADCOM INC | $67.35万 | 0.66% | 2,176 | -75 | -3.3% | -$2.32万 | 减仓 |
| VO | VANGUARD INDEX FDS | $66.11万 | 0.65% | 2,302 | -1,251 | -35.2% | -$35.93万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $64.66万 | 0.63% | 2,976 | -1,201 | -28.8% | -$26.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $60.86万 | 0.60% | 1,644 | -39 | -2.3% | -$1.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.79万 | 0.57% | 2,793 | -79 | -2.8% | -$1.63万 | 减仓 |
| AMZN | AMAZON COM INC | $52.38万 | 0.51% | 2,515 | -855 | -25.4% | -$17.81万 | 减仓 |
| TEQI | T ROWE PRICE ETF INC | $51.14万 | 0.50% | 11,360 | 48 | 0.4% | $2,161 | 加仓 |
| WMT | WALMART INC | $49.51万 | 0.49% | 3,984 | -263 | -6.2% | -$3.27万 | 减仓 |
| ASML | ASML HLDG NV | $45.44万 | 0.45% | 344 | -12 | -3.4% | -$1.58万 | 减仓 |
| TSLA | TESLA INC | $43.09万 | 0.42% | 1,159 | -13 | -1.1% | -$4,833 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $42.15万 | 0.41% | 17,368 | -210 | -1.2% | -$5,097 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $41.41万 | 0.41% | 2,796 | -894 | -24.2% | -$13.24万 | 减仓 |
| CSCO | CISCO SYS INC | $38.22万 | 0.38% | 4,926 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $37.65万 | 0.37% | 1,513 | -86 | -5.4% | -$2.14万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $36.52万 | 0.36% | 4,129 | -176 | -4.1% | -$1.56万 | 减仓 |
| O | REALTY INCOME CORP | $35.75万 | 0.35% | 5,844 | -21 | -0.4% | -$1,285 | 减仓 |
| IWV | ISHARES TR | $35.02万 | 0.34% | 945 | -4 | -0.4% | -$1,482 | 减仓 |
| GOOGL | ALPHABET INC | $32.24万 | 0.32% | 1,121 | -477 | -29.8% | -$13.72万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.35万 | 0.31% | 680 | -72 | -9.6% | -$3.32万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $30.60万 | 0.30% | 3,780 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $30.04万 | 0.29% | 1,830 | -31 | -1.7% | -$5,088 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.94万 | 0.28% | 604 | -1 | -0.2% | -$479 | 减仓 |
| MGK | VANGUARD WORLD FD | $28.76万 | 0.28% | 783 | 2 | 0.3% | $735 | 加仓 |
| GLW | CORNING INC | $28.76万 | 0.28% | 2,115 | -310 | -12.8% | -$4.22万 | 减仓 |
| IWB | ISHARES TR | $28.38万 | 0.28% | 796 | -11 | -1.4% | -$3,922 | 减仓 |
| TJX | TJX COS INC NEW | $26.86万 | 0.26% | 1,682 | -289 | -14.7% | -$4.62万 | 减仓 |
| — | EXXON MOBIL CORP | $25.00万 | 0.25% | 1,474 | 1,474 | — | $25.00万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $24.51万 | 0.24% | 4,913 | -281 | -5.4% | -$1.40万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $22.96万 | 0.23% | 9,270 | -2,805 | -23.2% | -$6.95万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.85万 | 0.22% | 1,652 | 3 | 0.2% | $415 | 加仓 |
| VOE | VANGUARD INDEX FDS | $22.42万 | 0.22% | 1,216 | -36 | -2.9% | -$6,637 | 减仓 |
| RTX | RTX CORPORATION | $21.91万 | 0.22% | 1,136 | -16 | -1.4% | -$3,086 | 减仓 |
| VICI | VICI PPTYS INC | $21.91万 | 0.22% | 8,020 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $21.67万 | 0.21% | 2,042 | 7 | 0.3% | $743 | 加仓 |
| CMI | CUMMINS INC | $21.51万 | 0.21% | 400 | 2 | 0.5% | $1,075 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $21.45万 | 0.21% | 2,324 | 19 | 0.8% | $1,754 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,343 | -100.0% | -$31.11万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -384 | -100.0% | -$25.44万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -349 | -100.0% | -$23.80万 | 清仓 |