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 |
|---|---|---|---|---|---|---|---|---|
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $4.41万 | 0.03% | 471 | — | — | — | — |
| T | AT&T INC COM | $4.44万 | 0.03% | 2,147 | — | — | — | — |
| ORCL | ORACLE CORP COM | $4.46万 | 0.03% | 304 | — | — | — | — |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $4.55万 | 0.03% | 433 | — | — | — | — |
| BAC | BANK OF AMER CORP COM | $4.61万 | 0.03% | 809 | — | — | — | — |
| MET | METLIFE INC COM | $4.63万 | 0.03% | 547 | — | — | — | — |
| QCOM | QUALCOMM INC COM | $4.68万 | 0.03% | 253 | — | — | — | — |
| UGI | UGI CORP NEW COM | $4.71万 | 0.03% | 1,365 | — | — | — | — |
| ENB | ENBRIDGE INC COM | $4.82万 | 0.03% | 889 | — | — | — | — |
| RWL | INVESCO S&P 500 REVENUE ETF | $4.87万 | 0.03% | 381 | — | — | — | — |
| EVRG | EVERGY INC COM | $4.92万 | 0.03% | 569 | — | — | — | — |
| GEV | GE VERNOVA INC COM | $4.99万 | 0.03% | 43 | — | — | — | — |
| WWD | WOODWARD INC COM | $5.02万 | 0.03% | 118 | — | — | — | — |
| LLY | ELI LILLY & CO COM | $5.04万 | 0.03% | 42 | — | — | — | — |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5.05万 | 0.03% | 1,147 | — | — | — | — |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.12万 | 0.03% | 1,125 | — | — | — | — |
| RKLB | ROCKET LAB CORP COM | $5.26万 | 0.03% | 517 | — | — | — | — |
| MRK | MERCK & CO INC COM | $5.28万 | 0.03% | 411 | — | — | — | — |
| WELL | WELLTOWER INC COM | $5.47万 | 0.03% | 241 | — | — | — | — |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $5.55万 | 0.03% | 548 | — | — | — | — |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $5.64万 | 0.04% | 935 | — | — | — | — |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $5.70万 | 0.04% | 1,127 | — | — | — | — |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $5.70万 | 0.04% | 1,285 | — | — | — | — |
| AMGN | AMGEN INC COM | $5.76万 | 0.04% | 159 | — | — | — | — |
| BND | VANGUARD TOTAL BOND MARKET ETF | $5.87万 | 0.04% | 799 | — | — | — | — |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $6.16万 | 0.04% | 864 | — | — | — | — |
| CAT | CATERPILLAR INC COM | $6.18万 | 0.04% | 58 | — | — | — | — |
| SO | SOUTHERN CO COM | $6.26万 | 0.04% | 654 | — | — | — | — |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $6.36万 | 0.04% | 2,168 | — | — | — | — |
| BA | BOEING CO COM | $6.43万 | 0.04% | 297 | — | — | — | — |
| DTE | DTE ENERGY CO COM | $6.54万 | 0.04% | 429 | — | — | — | — |
| CCJ | CAMECO CORP COM | $6.62万 | 0.04% | 650 | — | — | — | — |
| SNOW | SNOWFLAKE INC COM SHS | $6.77万 | 0.04% | 266 | — | — | — | — |
| WMB | WILLIAMS COS INC COM | $6.78万 | 0.04% | 912 | — | — | — | — |
| PPL | PPL CORP COM | $6.79万 | 0.04% | 1,868 | — | — | — | — |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6.84万 | 0.04% | 2,021 | — | — | — | — |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $6.85万 | 0.04% | 1,968 | — | — | — | — |
| PFE | PFIZER INC COM | $6.91万 | 0.04% | 2,869 | — | — | — | — |
| MO | ALTRIA GROUP INC COM | $7.08万 | 0.04% | 984 | — | — | — | — |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $7.42万 | 0.05% | 3,880 | — | — | — | — |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $7.52万 | 0.05% | 981 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INC CL B | $7.59万 | 0.05% | 706 | — | — | — | — |
| GD | GENERAL DYNAMICS CORP COM | $7.76万 | 0.05% | 219 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $7.84万 | 0.05% | 1,361 | — | — | — | — |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $8.01万 | 0.05% | 3,137 | — | — | — | — |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $8.18万 | 0.05% | 1,580 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INC COM | $8.25万 | 0.05% | 335 | — | — | — | — |
| PG | PROCTER & GAMBLE CO COM | $8.26万 | 0.05% | 563 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW COM NEW | $8.27万 | 0.05% | 653 | — | — | — | — |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $8.32万 | 0.05% | 696 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $8.41万 | 0.05% | 721 | — | — | — | — |
| TFC | TRUIST FINL CORP COM | $8.42万 | 0.05% | 1,690 | — | — | — | — |
| FOUR | SHIFT4 PMTS INC CL A | $8.49万 | 0.05% | 1,746 | — | — | — | — |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $8.70万 | 0.05% | 3,044 | — | — | — | — |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $8.74万 | 0.05% | 1,044 | — | — | — | — |
| WM | WASTE MGMT INC DEL COM | $8.80万 | 0.05% | 395 | — | — | — | — |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $8.89万 | 0.06% | 1,465 | — | — | — | — |
| UMI | USCF MIDSTREAM ENERGY INCOME FUND ETF | $8.94万 | 0.06% | 1,520 | — | — | — | — |
| — | GUINNESS ATKINSON DIVIDEND BUILDER ETF | $9.03万 | 0.06% | 2,753 | — | — | — | — |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $9.10万 | 0.06% | 313 | — | — | — | — |
| D | DOMINION ENERGY INC COM | $9.12万 | 0.06% | 1,336 | — | — | — | — |
| KO | COCA COLA CO COM | $9.18万 | 0.06% | 1,130 | — | — | — | — |
| SMH | VANECK SEMICONDUCTOR ETF | $9.31万 | 0.06% | 142 | — | — | — | — |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $9.35万 | 0.06% | 945 | — | — | — | — |
| LAMR | LAMAR ADVERTISING CO CL A | $9.44万 | 0.06% | 605 | — | — | — | — |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $9.44万 | 0.06% | 760 | — | — | — | — |
| WMT | WALMART INC COM | $9.76万 | 0.06% | 862 | — | — | — | — |
| NVDA | NVIDIA CORPORATION COM 看涨期权 | $10.00万 | 0.06% | 500 | — | — | — | — |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $10.41万 | 0.06% | 355 | — | — | — | — |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $10.55万 | 0.07% | 1,200 | — | — | — | — |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $10.99万 | 0.07% | 2,182 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC COM | $11.08万 | 0.07% | 96 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC COM | $11.21万 | 0.07% | 2,647 | — | — | — | — |
| HWM | HOWMET AEROSPACE INC COM | $11.53万 | 0.07% | 429 | — | — | — | — |
| USAR | USA RARE EARTH INC COM | $11.65万 | 0.07% | 5,400 | — | — | — | — |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $11.95万 | 0.07% | 971 | — | — | — | — |
| MCD | MCDONALDS CORP COM | $12.70万 | 0.08% | 470 | — | — | — | — |
| CALF | PACER US SMALL CAP CASH COWS ETF | $12.73万 | 0.08% | 2,515 | — | — | — | — |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $13.41万 | 0.08% | 3,207 | — | — | — | — |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $13.84万 | 0.09% | 3,163 | — | — | — | — |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $13.92万 | 0.09% | 1,628 | — | — | — | — |
| HSY | HERSHEY CO COM | $13.97万 | 0.09% | 796 | — | — | — | — |
| DIS | DISNEY WALT CO COM | $14.18万 | 0.09% | 1,473 | — | — | — | — |
| RTX | RTX CORPORATION COM | $14.29万 | 0.09% | 753 | — | — | — | — |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $14.66万 | 0.09% | 1,615 | — | — | — | — |
| CSCO | CISCO SYS INC COM | $14.71万 | 0.09% | 1,252 | — | — | — | — |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $14.86万 | 0.09% | 2,948 | — | — | — | — |
| MSFT | MICROSOFT CORP COM 看涨期权 | $14.92万 | 0.09% | 400 | — | — | — | — |
| URA | GLOBAL X URANIUM ETF | $15.09万 | 0.09% | 3,452 | — | — | — | — |
| IEFA | ISHARES CORE MSCI EAFE ETF | $15.62万 | 0.10% | 1,617 | — | — | — | — |
| DELL | DELL TECHNOLOGIES INC CL C | $15.67万 | 0.10% | 363 | — | — | — | — |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $15.74万 | 0.10% | 3,096 | — | — | — | — |
| WFC | WELLS FARGO & CO COM | $15.80万 | 0.10% | 1,912 | — | — | — | — |
| SKT | TANGER INC COM | $16.18万 | 0.10% | 4,100 | — | — | — | — |
| MCK | MCKESSON CORP COM | $16.32万 | 0.10% | 216 | — | — | — | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $16.32万 | 0.10% | 4,903 | — | — | — | — |
| ALL | ALLSTATE CORP COM | $16.75万 | 0.10% | 704 | — | — | — | — |
| META | META PLATFORMS INC CL A 看涨期权 | $16.90万 | 0.11% | 300 | — | — | — | — |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $17.15万 | 0.11% | 4,346 | — | — | — | — |
| CVX | CHEVRON CORPORATION COM | $18.18万 | 0.11% | 1,097 | — | — | — | — |