13F 机构持仓

Planning Strategies Inc.

LANCASTER PA · SEC CIK 0002139665

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.60亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VONG 16.4%
LVHI 10.0%
DGRO 9.7%
IQLT 6.4%
TCAF 3.5%
VOO 2.8%
VCSH 2.7%
COWZ 2.5%
EQWL 2.4%
VCIT 2.3%

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
BHF BRIGHTHOUSE FINL INC COM $2530.00%4 —— — —
ELS EQUITY LIFESTYLE PROPERTIES COM $2580.00%4 —— — —
RRC RANGE RES CORP COM $2600.00%7 —— — —
FLR FLUOR CORP COM $2620.00%5 —— — —
CLF CLEVELAND-CLIFFS INC NEW COM $2630.00%28 —— — —
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $2630.00%1 —— — —
R RYDER SYS INC COM $2640.00%1 —— — —
SWX SOUTHWEST GAS HLDGS INC COM $2660.00%3 —— — —
FIG FIGMA INC CLASS A COM STK $2710.00%15 —— — —
PLUG PLUG PWR INC COM NEW $2710.00%100 —— — —
EXEL EXELIXIS INC COM $2720.00%5 —— — —
ROKU ROKU INC COM CL A $2760.00%2 —— — —
LH LABCORP HOLDINGS INC COM SHS $2800.00%1 —— — —
UPST UPSTART HLDGS INC COM $2830.00%8 —— — —
Z ZILLOW GROUP INC CL C CAP STK $2840.00%9 —— — —
CART MAPLEBEAR INC COM $2840.00%6 —— — —
TSN TYSON FOODS INC CL A $2860.00%5 —— — —
GME GAMESTOP CORP CL A $2870.00%13 —— — —
TYL TYLER TECHNOLOGIES INC COM $2920.00%1 —— — —
CNA CNA FINL CORP COM $2920.00%6 —— — —
GNRC GENERAC HLDGS INC COM $2930.00%1 —— — —
STWD STARWOOD PPTY TR INC COM $2950.00%18 —— — —
GH GUARDANT HEALTH INC COM $3000.00%2 —— — —
RJF RAYMOND JAMES FINL INC COM $3040.00%2 —— — —
DOCS DOXIMITY INC CL A $3110.00%15 —— — —
AA ALCOA CORP COM $3130.00%6 —— — —
ELVA ELECTROVAYA INC COM NEW $3150.00%30 —— — —
— WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND $3160.00%11 —— — —
PEN PENUMBRA INC COM $3160.00%1 —— — —
EFX EQUIFAX INC COM $3170.00%2 —— — —
BURL BURLINGTON STORES INC COM $3170.00%1 —— — —
ENSG ENSIGN GROUP INC COM $3210.00%2 —— — —
CF CF INDUSTRIES HOLD COM $3250.00%3 —— — —
ORA ORMAT TECHNOLOGIES INC COM $3270.00%3 —— — —
LCID LUCID GROUP INC COM NEW $3280.00%49 —— — —
FNF FIDELITY NATL FINL INC COM SHS $3300.00%7 —— — —
CCK CROWN HLDGS INC COM $3350.00%3 —— — —
ALGN ALIGN TECHNOLOGY INC COM $3370.00%2 —— — —
BC BRUNSWICK CORP COM $3370.00%4 —— — —
MTG MGIC INVT CORP WIS COM $3380.00%12 —— — —
AIT APPLIED INDL TECHNOLOGIES INC COM $3380.00%1 —— — —
EVR EVERCORE INC CLASS A $3410.00%1 —— — —
ARMK ARAMARK COM $3410.00%6 —— — —
TXNM TXNM ENERGY INC COM $3410.00%6 —— — —
CCC CCC INTELLIGENT SOLUTIONS HLD COM $3410.00%66 —— — —
RDDT REDDIT INC CL A $3470.00%2 —— — —
RLI RLI CORP COM $3540.00%6 —— — —
DKNG DRAFTKINGS INC NEW COM CL A $3540.00%14 —— — —
FND FLOOR & DECOR HLDGS INC CL A $3560.00%6 —— — —
CUBE CUBESMART COM $3580.00%9 —— — —
ENTG ENTEGRIS INC COM $3600.00%2 —— — —
LEN LENNAR CORP CL A $3620.00%4 —— — —
RKT ROCKET COS INC COM CL A $3620.00%23 —— — —
UFPI UFP INDUSTRIES INC COM $3630.00%4 —— — —
CSL CARLISLE COS INC COM $3630.00%1 —— — —
APTV APTIV PLC COM SHS $3680.00%6 —— — —
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF $3680.00%11 —— — —
ELF E L F BEAUTY INC COM $3700.00%5 —— — —
AN AUTONATION INC COM $3720.00%2 —— — —
THC TENET HEALTHCARE CORP COM NEW $3740.00%2 —— — —
FOX FOX CORP CL B COM $3750.00%8 —— — —
THO THOR INDS INC COM $3760.00%5 —— — —
AOS SMITH A O CORP COM $3760.00%6 —— — —
ACHR ARCHER AVIATION INC COM CL A $3780.00%80 —— — —
— WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND $3790.00%8 —— — —
BBY BEST BUY INC COM $3790.00%5 —— — —
RITM RITHM CAPITAL CORP COM NEW $3850.00%41 —— — —
WYNN WYNN RESORTS LTD COM $3880.00%4 —— — —
CDE COEUR MNG INC COM NEW $3920.00%24 —— — —
CNH CNH INDL N V SHS $3930.00%35 —— — —
BEN FRANKLIN RESOURCES INC COM $3990.00%12 —— — —
BMRN BIOMARIN PHARMACEUTICAL INC COM $4010.00%7 —— — —
RL RALPH LAUREN CORP CL A $4010.00%1 —— — —
SNA SNAP ON INC COM $4020.00%1 —— — —
NIO NIO INC SPON ADS $4050.00%80 —— — —
USFD US FOODS HLDG CORP COM $4090.00%4 —— — —
HAS HASBRO INC COM $4130.00%5 —— — —
KBR KBR INC COM $4140.00%12 —— — —
LVS LAS VEGAS SANDS CORP COM $4160.00%9 —— — —
AHR AMERICAN HEALTHCARE REIT INC COM SHS $4170.00%8 —— — —
TDOC TELADOC HEALTH INC COM $4240.00%50 —— — —
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A $4250.00%7 —— — —
INSM INSMED INC COM PAR $.01 $4260.00%4 —— — —
FR FIRST INDL RLTY TR INC COM $4290.00%7 —— — —
SPB SPECTRUM BRANDS HLDGS INC NEW COM $4290.00%5 —— — —
BROS DUTCH BROS INC CL A $4310.00%6 —— — —
TPL TEXAS PACIFIC LAND CORPORATION COM $4380.00%1 —— — —
CMC COMMERCIAL METALS CO COM $4390.00%7 —— — —
POST POST HLDGS INC COM $4410.00%5 —— — —
ASTS AST SPACEMOBILE INC COM CL A $4440.00%5 —— — —
ULTA ULTA BEAUTY INC COM $4510.00%1 —— — —
VOYA VOYA FINANCIAL INC COM $4530.00%5 —— — —
IDA IDACORP INC COM $4540.00%3 —— — —
ADC AGREE RLTY CORP COM $4540.00%6 —— — —
— GOSSAMER BIO INC COM $4550.00%2,764 —— — —
WTRG ESSENTIAL UTILS INC COM $4600.00%12 —— — —
OSK OSHKOSH CORP COM $4600.00%3 —— — —
BXP BXP INC COM $4640.00%7 —— — —
AUR AURORA INNOVATION INC CLASS A COM $4640.00%68 —— — —
NNN NNN REIT INC COM $4650.00%10 —— — —