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
ALLY ALLY FINL INC COM $8730.00%19 —— — —
IBRX IMMUNITYBIO INC COM $8760.00%100 —— — —
WLK WESTLAKE CORPORATION COM $8760.00%12 —— — —
SEIC SEI INVTS CO COM $8770.00%10 —— — —
CPNG COUPANG INC CL A $8860.00%51 —— — —
DPZ DOMINOS PIZZA INC COM $8880.00%3 —— — —
CPB THE CAMPBELLS COMPANY COM $8910.00%40 —— — —
CRUS CIRRUS LOGIC INC COM $8910.00%6 —— — —
CLH CLEAN HARBORS INC COM $8960.00%3 —— — —
IT GARTNER INC COM $9070.00%7 —— — —
PTC PTC INC COM $9090.00%8 —— — —
VRNS VARONIS SYS INC COM $9230.00%22 —— — —
LAZ LAZARD INC COM $9230.00%22 —— — —
IVZ INVESCO LTD SHS $9240.00%35 —— — —
CINF CINCINNATI FINL CORP COM $9260.00%5 —— — —
CBRE CBRE GROUP INC CL A $9430.00%7 —— — —
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $9480.00%18 —— — —
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $9510.00%10 —— — —
RNR RENAISSANCERE HLDGS LTD COM $9510.00%3 —— — —
UAL UNITED AIRLS HLDGS INC COM $9520.00%7 —— — —
PKG PACKAGING CORP AMER COM $9530.00%4 —— — —
OHI OMEGA HEALTHCARE INVS INC COM $9540.00%20 —— — —
QHY WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND $9620.00%21 —— — —
RBRK RUBRIK INC. CL A $9630.00%12 —— — —
DLTR DOLLAR TREE INC COM $9680.00%8 —— — —
— LIBERTY BROADBAND CORP COM SER C $9980.00%30 —— — —
MDB MONGODB INC CL A $1,0080.00%3 —— — —
TXT TEXTRON INC COM $1,0090.00%11 —— — —
NVT NVENT ELEC PLC SHS $1,0180.00%6 —— — —
VUG VANGUARD GROWTH ETF $1,0340.00%12 —— — —
PCTY PAYLOCITY HLDG CORP COM $1,0450.00%10 —— — —
HPQ HP INC COM $1,0530.00%48 —— — —
OVV OVINTIV INC COM $1,0530.00%20 —— — —
PEG PUBLIC SVC ENTERPRISE GROUP COM $1,0550.00%13 —— — —
RGA REINSURANCE GROUP AMER INC COM NEW $1,0630.00%5 —— — —
SW SMURFIT WESTROCK PLC SHS $1,0640.00%23 —— — —
MUR MURPHY OIL CORP COM $1,0740.00%33 —— — —
GRAL GRAIL INC COM $1,0920.00%16 —— — —
CRWV COREWEAVE INC COM CL A $1,0950.00%11 —— — —
MSCI MSCI INC COM $1,1200.00%2 —— — —
CFG CITIZENS FINL GROUP INC COM $1,1210.00%16 —— — —
FNB F N B CORP COM $1,1260.00%59 —— — —
FTI TECHNIPFMC PLC COM $1,1270.00%17 —— — —
INGR INGREDION INC COM $1,1370.00%12 —— — —
INVH INVITATION HOMES INC COM $1,1480.00%38 —— — —
EES WISDOMTREE U.S. SMALLCAP FUND $1,1520.00%17 —— — —
NLR VANECK URANIUM AND NUCLEAR ETF $1,1600.00%10 —— — —
H HYATT HOTELS CORP COM CL A $1,1630.00%6 —— — —
RBA RB GLOBAL INC COM $1,1650.00%10 —— — —
SGI SOMNIGROUP INTERNATIONAL INC COM $1,1760.00%15 —— — —
NWS NEWS CORP NEW CL B $1,1790.00%42 —— — —
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $1,1880.00%58 —— — —
RGLD ROYAL GOLD INC COM $1,1980.00%6 —— — —
CBOE CBOE GLOBAL MKTS INC COM $1,2130.00%5 —— — —
LNT ALLIANT ENERGY CORP COM $1,2210.00%16 —— — —
KR KROGER CO COM $1,2220.00%22 —— — —
FLUT FLUTTER ENTMT PLC SHS $1,2260.00%12 —— — —
KHC KRAFT HEINZ CO COM $1,2280.00%52 —— — —
IR INGERSOLL RAND INC COM $1,2300.00%15 —— — —
OWL BLUE OWL CAPITAL INC COM CL A $1,2340.00%141 —— — —
CRS CARPENTER TECHNOLOGY CORP COM $1,2340.00%2 —— — —
SBAC SBA COMMUNICATIONS CORP CL A $1,2350.00%7 —— — —
UDR UDR INC COM $1,2380.00%31 —— — —
GTLB GITLAB INC CLASS A COM $1,2520.00%41 —— — —
SYY SYSCO CORP COM $1,2540.00%15 —— — —
VRSK VERISK ANALYTICS INC COM $1,2570.00%7 —— — —
EL LAUDER ESTEE COS INC CL A $1,2630.00%16 —— — —
DGX QUEST DIAGNOSTICS INC COM $1,2720.00%6 —— — —
DXCM DEXCOM INC COM $1,2800.00%19 —— — —
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $1,2800.00%20 —— — —
CRBG COREBRIDGE FINL INC COM $1,2880.00%45 —— — —
INTU INTUIT COM $1,3050.00%5 —— — —
EXR EXTRA SPACE STORAGE INC COM $1,3080.00%9 —— — —
ZION ZIONS BANCORPORATION NATL ASSN COM $1,3150.00%19 —— — —
KNSL KINSALE CAP GROUP INC COM $1,3190.00%4 —— — —
RYAN RYAN SPECIALTY HOLDINGS INC CL A $1,3220.00%35 —— — —
AGNC AGNC INVT CORP COM $1,3300.00%122 —— — —
CAVA CAVA GROUP INC COM $1,3340.00%17 —— — —
MKSI MKS INC. COM $1,3340.00%3 —— — —
CHWY CHEWY INC CL A $1,3360.00%68 —— — —
APG API GROUP CORP COM STK $1,3550.00%32 —— — —
REG REGENCY CTRS CORP COM $1,3560.00%17 —— — —
DD DUPONT DE NEMOURS INC COMMON STOCK $1,3560.00%10 —— — —
GDDY GODADDY INC CL A $1,3580.00%16 —— — —
MKC MCCORMICK & CO INC COM NON VTG $1,3610.00%27 —— — —
CCI CROWN CASTLE INC COM $1,3630.00%18 —— — —
VPU VANGUARD UTILITIES ETF $1,3700.00%7 —— — —
SN SHARKNINJA INC COM SHS $1,3700.00%9 —— — —
PHM PULTE GROUP INC COM $1,3720.00%10 —— — —
SLM SLM CORP COM $1,3750.00%53 —— — —
AMP AMERIPRISE FINL INC COM $1,3760.00%3 —— — —
SHW SHERWIN WILLIAMS CO COM $1,3770.00%4 —— — —
CACI CACI INTL INC CL A $1,3900.00%3 —— — —
OMF ONEMAIN HLDGS INC COM $1,4020.00%23 —— — —
LPLA LPL FINL HLDGS INC COM $1,4080.00%5 —— — —
AMH AMERICAN HOMES 4 RENT CL A $1,4080.00%42 —— — —
TKO TKO GROUP HOLDINGS INC CL A $1,4090.00%7 —— — —
AVTR AVANTOR INC COM $1,4160.00%143 —— — —
RRX REGAL REXNORD CORPORATION COM $1,4290.00%6 —— — —
ERIE ERIE INDTY CO CL A $1,4390.00%6 —— — —