Blom & Howell Financial Planning, Inc.
MODESTO CA · SEC CIK 0002136102
$1.20亿2026Q2 申报市值
67持仓数
64.5%前十大占比 · 第一大 9.9%
6 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPST 加仓+$233.34万
SCHG 加仓+$131.49万
VIG 加仓+$102.03万
BIV 加仓+$99.06万
CGDV 加仓+$93.05万
2026Q2 卖出最多 按季末市值估算
VUSB 减仓-$264.75万
VTV 减仓-$102.99万
VEA 减仓-$61.13万
VUG 减仓-$53.02万
VGIT 减仓-$45.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $1,188.67万 | 9.90% | 351,261 | 38,857 | 12.4% | $131.49万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,011.67万 | 8.43% | 200,054 | 46,142 | 30.0% | $233.34万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $995.57万 | 8.29% | 199,993 | -53,184 | -21.0% | -$264.75万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $875.68万 | 7.29% | 177,695 | 18,881 | 11.9% | $93.05万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $855.23万 | 7.12% | 202,039 | 15,103 | 8.1% | $63.93万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $840.00万 | 7.00% | 35,500 | 4,312 | 13.8% | $102.03万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $751.44万 | 6.26% | 92,702 | 10,648 | 13.0% | $86.31万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $490.76万 | 4.09% | 63,985 | 12,915 | 25.3% | $99.06万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $404.58万 | 3.37% | 18,565 | -4,726 | -20.3% | -$102.99万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $332.13万 | 2.77% | 66,733 | -288 | -0.4% | -$1.43万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $316.83万 | 2.64% | 36,781 | -6,155 | -14.3% | -$53.02万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $271.62万 | 2.26% | 99,386 | 21,829 | 28.1% | $59.66万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $261.97万 | 2.18% | 16,217 | 960 | 6.3% | $15.51万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $242.36万 | 2.02% | 4,172 | -57 | -1.3% | -$3.31万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $238.28万 | 1.98% | 33,442 | -8,579 | -20.4% | -$61.13万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $187.59万 | 1.56% | 7,518 | 493 | 7.0% | $12.30万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $183.32万 | 1.53% | 31,081 | -7,760 | -20.0% | -$45.77万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $148.47万 | 1.24% | 34,416 | 3,324 | 10.7% | $14.34万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $146.12万 | 1.22% | 38,956 | 13,849 | 55.2% | $51.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $129.98万 | 1.08% | 1,389 | -11 | -0.8% | -$1.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $125.22万 | 1.04% | 4,931 | -27 | -0.5% | -$6,857 | 减仓 |
| PHYL | PGIM ETF TR | $112.36万 | 0.94% | 32,214 | 12,260 | 61.4% | $42.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $105.58万 | 0.88% | 3,483 | -318 | -8.4% | -$9.64万 | 减仓 |
| AAPL | APPLE INC | $83.64万 | 0.70% | 2,891 | 14 | 0.5% | $4,050 | 加仓 |
| AVGO | BROADCOM INC | $81.94万 | 0.68% | 2,169 | -7 | -0.3% | -$2,644 | 减仓 |
| VTI | VANGUARD INDEX FDS | $80.50万 | 0.67% | 2,175 | 44 | 2.1% | $1.63万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $78.31万 | 0.65% | 1,815 | -15 | -0.8% | -$6,472 | 减仓 |
| ASML | ASML HLDG NV | $68.44万 | 0.57% | 344 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $61.25万 | 0.51% | 1,642 | -2 | -0.1% | -$746 | 减仓 |
| AMZN | AMAZON COM INC | $59.61万 | 0.50% | 2,501 | -14 | -0.6% | -$3,337 | 减仓 |
| TEQI | T ROWE PRICE EXCHANGE-TRADED | $59.21万 | 0.49% | 11,752 | 392 | 3.5% | $1.97万 | 加仓 |
| CSCO | CISCO SYS INC | $56.71万 | 0.47% | 4,828 | -98 | -2.0% | -$1.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $54.16万 | 0.45% | 6,722 | -2,486 | -27.0% | -$20.03万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $53.84万 | 0.45% | 2,216 | -760 | -25.5% | -$18.46万 | 减仓 |
| GLW | CORNING INC | $53.44万 | 0.45% | 2,092 | -23 | -1.1% | -$5,875 | 减仓 |
| TSLA | TESLA INC | $48.96万 | 0.41% | 1,164 | 5 | 0.4% | $2,103 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.65万 | 0.39% | 2,814 | 21 | 0.8% | $3,481 | 加仓 |
| SGOV | ISHARES TR | $45.55万 | 0.38% | 4,525 | 4,525 | — | $45.55万 | 新建仓 |
| WMT | WALMART INC | $44.88万 | 0.37% | 3,962 | -22 | -0.6% | -$2,492 | 减仓 |
| IWY | ISHARES TR | $43.20万 | 0.36% | 1,487 | -26 | -1.7% | -$7,554 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $41.79万 | 0.35% | 17,310 | -58 | -0.3% | -$1,400 | 减仓 |
| MGK | VANGUARD WORLD FD | $40.12万 | 0.33% | 4,564 | 649 | 16.6% | $5.71万 | 加仓 |
| IWV | ISHARES TR | $39.99万 | 0.33% | 938 | -7 | -0.7% | -$2,985 | 减仓 |
| GOOGL | ALPHABET INC | $39.99万 | 0.33% | 1,119 | -2 | -0.2% | -$715 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.59万 | 0.33% | 2,505 | -291 | -10.4% | -$4.60万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $38.14万 | 0.32% | 4,084 | -45 | -1.1% | -$4,202 | 减仓 |
| O | REALTY INCOME CORP | $35.60万 | 0.30% | 5,746 | -98 | -1.7% | -$6,072 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.13万 | 0.29% | 702 | 98 | 16.2% | $4.90万 | 加仓 |
| IWB | ISHARES TR | $31.37万 | 0.26% | 766 | -30 | -3.8% | -$1.23万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $30.07万 | 0.25% | 3,705 | -75 | -2.0% | -$6,087 | 减仓 |
| CMI | CUMMINS INC | $28.56万 | 0.24% | 400 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.16万 | 0.23% | 1,794 | 142 | 8.6% | $2.23万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.00万 | 0.22% | 679 | -1 | -0.1% | -$398 | 减仓 |
| TJX | TJX COS INC NEW | $25.45万 | 0.21% | 1,680 | -2 | -0.1% | -$303 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $24.94万 | 0.21% | 1,466 | 1,466 | — | $24.94万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $24.93万 | 0.21% | 4,928 | 15 | 0.3% | $759 | 加仓 |
| VOE | VANGUARD INDEX FDS | $23.77万 | 0.20% | 1,203 | -13 | -1.1% | -$2,569 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $23.77万 | 0.20% | 4,307 | 4,307 | — | $23.77万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.82万 | 0.19% | 549 | 549 | — | $22.82万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $22.58万 | 0.19% | 9,077 | -193 | -2.1% | -$4,802 | 减仓 |
| MUB | ISHARES TR | $22.07万 | 0.18% | 2,050 | 8 | 0.4% | $861 | 加仓 |
| AMAT | APPLIED MATLS INC | $21.62万 | 0.18% | 299 | 299 | — | $21.62万 | 新建仓 |
| RTX | RTX CORPORATION | $21.46万 | 0.18% | 1,131 | -5 | -0.4% | -$949 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $21.30万 | 0.18% | 2,313 | -11 | -0.5% | -$1,013 | 减仓 |
| VICI | VICI PPTYS INC | $20.80万 | 0.17% | 7,835 | -185 | -2.3% | -$4,912 | 减仓 |
| — | EXXON MOBIL CORP | $20.07万 | 0.17% | 1,468 | -6 | -0.4% | -$820 | 减仓 |
| MTB | M & T BK CORP | $20.02万 | 0.17% | 841 | 841 | — | $20.02万 | 新建仓 |