Planning Strategies Inc.
LANCASTER PA · SEC CIK 0002139665
$1.60亿2026Q2 申报市值
1,068持仓数
58.5%前十大占比 · 第一大 16.4%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $2,626.99万 | 16.39% | 205,539 | — | — | — | — |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $1,599.53万 | 9.98% | 394,118 | — | — | — | — |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,556.39万 | 9.71% | 205,356 | — | — | — | — |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $1,025.52万 | 6.40% | 206,966 | — | — | — | — |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $562.08万 | 3.51% | 136,760 | — | — | — | — |
| VOO | VANGUARD S&P 500 ETF | $442.12万 | 2.76% | 6,437 | — | — | — | — |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $426.00万 | 2.66% | 53,903 | — | — | — | — |
| COWZ | PACER US CASH COWS 100 ETF | $393.33万 | 2.45% | 63,236 | — | — | — | — |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $389.92万 | 2.43% | 30,222 | — | — | — | — |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $363.82万 | 2.27% | 44,019 | — | — | — | — |
| NVDA | NVIDIA CORPORATION COM | $352.08万 | 2.20% | 17,596 | — | — | — | — |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $335.38万 | 2.09% | 32,784 | — | — | — | — |
| AAPL | APPLE INC COM | $308.08万 | 1.92% | 10,647 | — | — | — | — |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $307.81万 | 1.92% | 39,448 | — | — | — | — |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $263.32万 | 1.64% | 12,000 | — | — | — | — |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $251.38万 | 1.57% | 68,383 | — | — | — | — |
| CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | $222.91万 | 1.39% | 78,546 | — | — | — | — |
| VB | VANGUARD SMALL-CAP ETF | $179.75万 | 1.12% | 5,930 | — | — | — | — |
| VO | VANGUARD MID-CAP ETF | $177.63万 | 1.11% | 22,046 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $141.90万 | 0.89% | 5,046 | — | — | — | — |
| MSFT | MICROSOFT CORP COM | $137.14万 | 0.86% | 3,676 | — | — | — | — |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $135.91万 | 0.85% | 23,567 | — | — | — | — |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $131.21万 | 0.82% | 14,720 | — | — | — | — |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $117.64万 | 0.73% | 42,918 | — | — | — | — |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $112.12万 | 0.70% | 19,265 | — | — | — | — |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $105.79万 | 0.66% | 14,362 | — | — | — | — |
| UTES | VIRTUS REAVES UTILITIES ETF | $105.29万 | 0.66% | 12,881 | — | — | — | — |
| IVV | ISHARES CORE S&P 500 ETF | $100.80万 | 0.63% | 1,346 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $86.07万 | 0.54% | 1,720 | — | — | — | — |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $83.40万 | 0.52% | 2,254 | — | — | — | — |
| QQQ | INVESCO QQQ TRUST SERIES I | $79.55万 | 0.50% | 1,080 | — | — | — | — |
| BSV | VANGUARD SHORT-TERM BOND ETF | $78.99万 | 0.49% | 10,139 | — | — | — | — |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $75.01万 | 0.47% | 7,776 | — | — | — | — |
| AMZN | AMAZON COM INC COM | $74.67万 | 0.47% | 3,133 | — | — | — | — |
| VAW | VANGUARD MATERIALS ETF | $73.28万 | 0.46% | 3,203 | — | — | — | — |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $72.23万 | 0.45% | 5,283 | — | — | — | — |
| VTV | VANGUARD VALUE ETF | $65.66万 | 0.41% | 3,013 | — | — | — | — |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $57.84万 | 0.36% | 6,384 | — | — | — | — |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $57.38万 | 0.36% | 13,784 | — | — | — | — |
| GOOG | ALPHABET INC CAP STK CL C | $48.77万 | 0.30% | 1,380 | — | — | — | — |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $48.67万 | 0.30% | 9,126 | — | — | — | — |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $47.36万 | 0.30% | 1,295 | — | — | — | — |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $45.95万 | 0.29% | 10,195 | — | — | — | — |
| META | META PLATFORMS INC CL A | $45.36万 | 0.28% | 805 | — | — | — | — |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $41.72万 | 0.26% | 13,156 | — | — | — | — |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $40.60万 | 0.25% | 6,010 | — | — | — | — |
| GOOGL | ALPHABET INC CAP STK CL A | $39.42万 | 0.25% | 1,103 | — | — | — | — |
| VDE | VANGUARD ENERGY ETF | $38.36万 | 0.24% | 2,555 | — | — | — | — |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $36.89万 | 0.23% | 13,911 | — | — | — | — |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $33.29万 | 0.21% | 2,107 | — | — | — | — |
| NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $33.17万 | 0.21% | 4,394 | — | — | — | — |
| VFH | VANGUARD FINANCIALS ETF | $32.54万 | 0.20% | 2,473 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON COM | $31.67万 | 0.20% | 1,247 | — | — | — | — |
| AVGO | BROADCOM INC COM | $31.65万 | 0.20% | 838 | — | — | — | — |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $31.62万 | 0.20% | 1,486 | — | — | — | — |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $30.30万 | 0.19% | 1,250 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO COM | $26.18万 | 0.16% | 800 | — | — | — | — |
| ABBV | ABBVIE INC COM | $25.19万 | 0.16% | 1,001 | — | — | — | — |
| KBWB | INVESCO KBW BANK ETF | $24.47万 | 0.15% | 2,632 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC COM | $24.46万 | 0.15% | 421 | — | — | — | — |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $23.28万 | 0.15% | 6,024 | — | — | — | — |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $23.13万 | 0.14% | 3,875 | — | — | — | — |
| TSLA | TESLA INC COM | $22.92万 | 0.14% | 545 | — | — | — | — |
| SPY | STATE STREET SPDR S&P 500 ETF | $22.25万 | 0.14% | 298 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC COM | $21.17万 | 0.13% | 1,170 | — | — | — | — |
| DVY | ISHARES SELECT DIVIDEND ETF | $20.76万 | 0.13% | 1,328 | — | — | — | — |
| GE | GE AEROSPACE COM NEW | $19.96万 | 0.12% | 534 | — | — | — | — |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $19.21万 | 0.12% | 6,054 | — | — | — | — |
| CVX | CHEVRON CORPORATION COM | $18.18万 | 0.11% | 1,097 | — | — | — | — |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $17.15万 | 0.11% | 4,346 | — | — | — | — |
| META | META PLATFORMS INC CL A 看涨期权 | $16.90万 | 0.11% | 300 | — | — | — | — |
| ALL | ALLSTATE CORP COM | $16.75万 | 0.10% | 704 | — | — | — | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $16.32万 | 0.10% | 4,903 | — | — | — | — |
| MCK | MCKESSON CORP COM | $16.32万 | 0.10% | 216 | — | — | — | — |
| SKT | TANGER INC COM | $16.18万 | 0.10% | 4,100 | — | — | — | — |
| WFC | WELLS FARGO & CO COM | $15.80万 | 0.10% | 1,912 | — | — | — | — |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $15.74万 | 0.10% | 3,096 | — | — | — | — |
| DELL | DELL TECHNOLOGIES INC CL C | $15.67万 | 0.10% | 363 | — | — | — | — |
| IEFA | ISHARES CORE MSCI EAFE ETF | $15.62万 | 0.10% | 1,617 | — | — | — | — |
| URA | GLOBAL X URANIUM ETF | $15.09万 | 0.09% | 3,452 | — | — | — | — |
| MSFT | MICROSOFT CORP COM 看涨期权 | $14.92万 | 0.09% | 400 | — | — | — | — |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $14.86万 | 0.09% | 2,948 | — | — | — | — |
| CSCO | CISCO SYS INC COM | $14.71万 | 0.09% | 1,252 | — | — | — | — |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $14.66万 | 0.09% | 1,615 | — | — | — | — |
| RTX | RTX CORPORATION COM | $14.29万 | 0.09% | 753 | — | — | — | — |
| DIS | DISNEY WALT CO COM | $14.18万 | 0.09% | 1,473 | — | — | — | — |
| HSY | HERSHEY CO COM | $13.97万 | 0.09% | 796 | — | — | — | — |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $13.92万 | 0.09% | 1,628 | — | — | — | — |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $13.84万 | 0.09% | 3,163 | — | — | — | — |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $13.41万 | 0.08% | 3,207 | — | — | — | — |
| CALF | PACER US SMALL CAP CASH COWS ETF | $12.73万 | 0.08% | 2,515 | — | — | — | — |
| MCD | MCDONALDS CORP COM | $12.70万 | 0.08% | 470 | — | — | — | — |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $11.95万 | 0.07% | 971 | — | — | — | — |
| USAR | USA RARE EARTH INC COM | $11.65万 | 0.07% | 5,400 | — | — | — | — |
| HWM | HOWMET AEROSPACE INC COM | $11.53万 | 0.07% | 429 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC COM | $11.21万 | 0.07% | 2,647 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC COM | $11.08万 | 0.07% | 96 | — | — | — | — |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $10.99万 | 0.07% | 2,182 | — | — | — | — |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $10.55万 | 0.07% | 1,200 | — | — | — | — |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $10.41万 | 0.06% | 355 | — | — | — | — |