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
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $4670.00%6 —— — —
G GENPACT LIMITED SHS $4680.00%17 —— — —
REXR REXFORD INDL RLTY INC COM $4690.00%14 —— — —
PLNT PLANET FITNESS MASTER ISSUER L CL A $4700.00%9 —— — —
MTB M & T BK CORP COM $4760.00%2 —— — —
NXT NEXTPOWER INC CLASS A COM $4770.00%4 —— — —
ALAB ASTERA LABS INC COM $4830.00%1 —— — —
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $4920.00%22 —— — —
HXL HEXCEL CORP NEW COM $5000.00%5 —— — —
PATH UIPATH INC CL A $5000.00%46 —— — —
WPC WP CAREY INC COM $5010.00%7 —— — —
UBSI UNITED BANKSHARES INC WEST VA COM $5040.00%11 —— — —
USFR WISDOMTREE FLOATING RATE TREASURY FUND $5040.00%10 —— — —
EXPE EXPEDIA GROUP INC COM NEW $5120.00%2 —— — —
LDOS LEIDOS HOLDINGS INC COM $5150.00%5 —— — —
PR PERMIAN RESOURCES CORP CLASS A COM $5150.00%28 —— — —
GBCI GLACIER BANCORP INC NEW COM $5160.00%10 —— — —
ACI ALBERTSONS COMPANIES INC COMMON STOCK $5280.00%39 —— — —
LECO LINCOLN ELEC HLDGS INC COM $5310.00%2 —— — —
ORI OLD REP INTL CORP COM $5320.00%13 —— — —
LEA LEAR CORP COM NEW $5360.00%4 —— — —
AXS AXIS CAP HLDGS LTD SHS $5370.00%5 —— — —
UTHR UNITED THERAPEUTICS CORP DEL COM $5420.00%1 —— — —
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $5420.00%14 —— — —
DBX DROPBOX INC CL A $5490.00%20 —— — —
GMED GLOBUS MED INC CL A $5530.00%7 —— — —
VICI VICI PPTYS INC COM $5580.00%21 —— — —
MRNA MODERNA INC COM $5600.00%8 —— — —
BALL BALL CORP COM $5620.00%9 —— — —
CDW CDW CORP COM $5630.00%4 —— — —
CHRW C H ROBINSON WORLDWIDE IN COM NEW $5650.00%3 —— — —
HRB BLOCK H & R INC COM $5710.00%15 —— — —
CHRD CHORD ENERGY CORPORATION COM NEW $5720.00%5 —— — —
— TAYLOR MORRISON HOME CORP COM $5740.00%8 —— — —
ESS ESSEX PPTY TR INC COM $5830.00%2 —— — —
ROL ROLLINS INC COM $5840.00%14 —— — —
TTC TORO CO COM $5850.00%6 —— — —
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND $5870.00%7 —— — —
WHR WHIRLPOOL CORP COM $5910.00%15 —— — —
ITT ITT INC COM $5930.00%3 —— — —
BSY BENTLEY SYS INC COM CL B $5980.00%20 —— — —
SUI SUN CMNTYS INC COM $6000.00%5 —— — —
ROIV ROIVANT SCIENCES LTD SHS $6020.00%17 —— — —
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK $6040.00%4 —— — —
— JANUS HENDERSON GROUP PLC ORD SHS $6230.00%12 —— — —
OUST OUSTER INC COM NEW $6250.00%10 —— — —
FOXA FOX CORP CL A COM $6260.00%12 —— — —
ALK ALASKA AIR GROUP INC COM $6260.00%12 —— — —
PAYC PAYCOM SOFTWARE INC COM $6280.00%5 —— — —
DCI DONALDSON INC COM $6280.00%7 —— — —
WMS ADVANCED DRAIN SYS INC DEL COM $6280.00%4 —— — —
AR ANTERO RESOURCES CORP COM $6330.00%18 —— — —
IONS IONIS PHARMACEUTICALS INC COM $6340.00%8 —— — —
COLB COLUMBIA BKG SYS INC COM $6410.00%20 —— — —
RBC RBC BEARINGS INC COM $6440.00%1 —— — —
EXPD EXPEDITORS INTL WASH INC COM $6520.00%4 —— — —
SCZ ISHARES MSCI EAFE SMALL-CAP ETF $6580.00%8 —— — —
KIM KIMCO REALTY CORP COM $6590.00%26 —— — —
CHH CHOICE HOTELS INTL INC COM $6620.00%6 —— — —
CR CRANE COMPANY COMMON STOCK $6690.00%3 —— — —
DKS DICKS SPORTING GOODS INC COM $6800.00%3 —— — —
MOH MOLINA HEALTHCARE INC COM $6860.00%3 —— — —
JKHY HENRY JACK & ASSOC INC COM $6890.00%5 —— — —
MTDR MATADOR RES CO COM $6970.00%14 —— — —
ACM AECOM COM $6980.00%10 —— — —
WRB BERKLEY W R CORP COM $7050.00%10 —— — —
FSLR FIRST SOLAR INC COM $7080.00%3 —— — —
HEI HEICO CORP NEW COM $7120.00%2 —— — —
ELDN ELEDON PHARMACEUTICALS INC COM $7130.00%181 —— — —
TRMB TRIMBLE INC COM $7170.00%14 —— — —
SARO STANDARDAERO INC COM $7180.00%24 —— — —
WST WEST PHARMACEUTICAL SVSC INC COM $7180.00%2 —— — —
TTD THE TRADE DESK INC COM CL A $7230.00%40 —— — —
EXE EXPAND ENERGY CORPORATION COM $7300.00%8 —— — —
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND $7370.00%7 —— — —
WAL WESTERN ALLIANCE BANCORP COM $7400.00%9 —— — —
RVMD REVOLUTION MEDICINES INC COM $7490.00%4 —— — —
DRS LEONARDO DRS INC COM $7680.00%18 —— — —
FBIN FORTUNE BRANDS INNOVATIONS INC COM $7690.00%14 —— — —
S SENTINELONE INC CL A $7810.00%46 —— — —
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF $7810.00%35 —— — —
FTV FORTIVE CORP COM $7940.00%13 —— — —
INCY INCYTE CORP COM $7940.00%7 —— — —
SSB SOUTHSTATE BK CORP COM $7990.00%8 —— — —
ALB ALBEMARLE CORP COM $8100.00%6 —— — —
CMG CHIPOTLE MEXICAN GRILL INC COM $8160.00%24 —— — —
AMCR AMCOR PLC COM NEW $8240.00%19 —— — —
AKAM AKAMAI TECHNOLOGIES INC COM $8270.00%7 —— — —
EFA ISHARES MSCI EAFE ETF $8310.00%8 —— — —
FFIV F5 INC COM $8320.00%2 —— — —
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $8330.00%7 —— — —
MANH MANHATTAN ASSOCIATES INC COM $8360.00%6 —— — —
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND $8410.00%13 —— — —
RPRX ROYALTY PHARMA PLC SHS CLASS A $8410.00%15 —— — —
SFM SPROUTS FMRS MKT INC COM $8460.00%10 —— — —
ZS ZSCALER INC COM $8470.00%6 —— — —
HR HEALTHCARE RLTY TR CL A COM $8470.00%42 —— — —
VFC V F CORP COM $8510.00%51 —— — —
UMBF UMB FINL CORP COM $8570.00%6 —— — —
BJ BJS WHSL CLUB HLDGS INC COM $8720.00%10 —— — —