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
UHAL/B U HAUL HOLDING COMPANY COM SER N $1,4430.00%25 —— — —
JBHT HUNT J B TRANS SVCS INC COM $1,4470.00%5 —— — —
ARES ARES MANAGEMENT CORPORATION CL A COM STK $1,4470.00%13 —— — —
SOLV SOLVENTUM CORP COM SHS $1,4660.00%19 —— — —
HST HOST HOTELS & RESORTS INC COM $1,4700.00%62 —— — —
RIVN RIVIAN AUTOMOTIVE INC COM CL A $1,4750.00%85 —— — —
FLS FLOWSERVE CORP COM $1,4830.00%20 —— — —
TTAN SERVICETITAN INC SHS CL A $1,4850.00%21 —— — —
TREX TREX INC COM $1,5010.00%30 —— — —
ALV AUTOLIV INC COM $1,5100.00%13 —— — —
NBIX NEUROCRINE BIOSCIENCES INC COM $1,5170.00%9 —— — —
ES EVERSOURCE ENERGY COM $1,5180.00%21 —— — —
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND $1,5250.00%31 —— — —
AFRM AFFIRM HLDGS INC COM CL A $1,5490.00%19 —— — —
ZM ZOOM COMMUNICATIONS INC CL A $1,5540.00%18 —— — —
TEAM ATLASSIAN CORPORATION CL A $1,5560.00%20 —— — —
MSTR STRATEGY INC CL A NEW $1,5650.00%18 —— — —
NTNX NUTANIX INC CL A $1,5800.00%31 —— — —
CASY CASEYS GEN STORES INC COM $1,5900.00%2 —— — —
PSA PUBLIC STORAGE COM $1,5920.00%5 —— — —
LULU LULULEMON ATHLETICA INC COM $1,5990.00%14 —— — —
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $1,6220.00%34 —— — —
FTAI FTAI AVIATION LTD SHS $1,6230.00%6 —— — —
NTRA NATERA INC COM $1,6290.00%6 —— — —
XPO XPO INC COM $1,6420.00%8 —— — —
VNO VORNADO RLTY TR SH BEN INT $1,6510.00%42 —— — —
WY WEYERHAEUSER CO COM NEW $1,6520.00%69 —— — —
ESTC ELASTIC N V ORD SHS $1,6540.00%29 —— — —
EME EMCOR GROUP INC COM $1,6600.00%2 —— — —
GRMN GARMIN LTD SHS $1,6630.00%7 —— — —
CPAY CORPAY INC COM SHS $1,6660.00%5 —— — —
GPK GRAPHIC PACKAGING HLDG CO COM $1,6810.00%159 —— — —
LSCC LATTICE SEMICONDUCTOR CORP COM $1,6830.00%11 —— — —
STE STERIS PLC SHS USD $1,6850.00%8 —— — —
ROP ROPER TECHNOLOGIES INC COM $1,6920.00%5 —— — —
L LOEWS CORP COM $1,6980.00%15 —— — —
CFR CULLEN FROST BANKERS INC COM $1,7000.00%11 —— — —
PINS PINTEREST INC CL A $1,7030.00%81 —— — —
AMRZ AMRIZE LTD SHS $1,7060.00%32 —— — —
POOL POOL CORP COM $1,7190.00%8 —— — —
ODFL OLD DOMINION FREIGHT LINE INC COM $1,7330.00%8 —— — —
TKR TIMKEN CO COM $1,7440.00%12 —— — —
JEF JEFFERIES FINANCIAL GROUP INC COM $1,7490.00%35 —— — —
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $1,7500.00%7 —— — —
NRG NRG ENERGY INC COM NEW $1,7530.00%12 —— — —
VRSN VERISIGN INC COM $1,7610.00%7 —— — —
CNP CENTERPOINT ENERGY INC COM $1,7620.00%40 —— — —
HRL HORMEL FOODS CORP COM $1,7620.00%71 —— — —
PK PARK HOTELS & RESORTS INC COM $1,7810.00%125 —— — —
SWK STANLEY BLACK & DECKER INC COM $1,7880.00%19 —— — —
HEI/A HEICO CORP NEW CL A $1,8050.00%7 —— — —
EWBC EAST WEST BANCORP INC COM $1,8070.00%14 —— — —
TOST TOAST INC CL A $1,8080.00%65 —— — —
TOL TOLL BROTHERS INC COM $1,8120.00%11 —— — —
CRL CHARLES RIV LABS INTL INC COM $1,8140.00%8 —— — —
ADM ARCHER DANIELS MIDLAND CO COM $1,8340.00%24 —— — —
CMS CMS ENERGY CORP COM $1,8360.00%24 —— — —
DUOL DUOLINGO INC CL A COM $1,8400.00%16 —— — —
LUV SOUTHWEST AIRLS CO COM $1,8520.00%36 —— — —
TWLO TWILIO INC CL A $1,8570.00%9 —— — —
DOW DOW HLDGS INC COM $1,8600.00%68 —— — —
HLN HALEON PLC SPON ADS $1,8660.00%200 —— — —
WEC WEC ENERGY GROUP INC COM $1,8680.00%16 —— — —
SNX TD SYNNEX CORPORATION COM $1,8710.00%7 —— — —
MORN MORNINGSTAR INC COM $1,8720.00%12 —— — —
ATO ATMOS ENERGY CORP COM $1,8950.00%11 —— — —
CPRT COPART INC COM $1,9170.00%68 —— — —
KMI KINDER MORGAN INC DEL COM $1,9180.00%60 —— — —
ARW ARROW ELECTRS INC COM $1,9210.00%9 —— — —
AEE AMEREN CORP COM $1,9220.00%17 —— — —
WTFC WINTRUST FINL CORP COM $1,9290.00%12 —— — —
IQV IQVIA HLDGS INC COM $1,9320.00%10 —— — —
STZ CONSTELLATION BRANDS INC CL A $1,9470.00%14 —— — —
VLTO VERALTO CORP COM SHS $1,9510.00%22 —— — —
— LEVERAGE SHARES 2X LONG USAR DAILY ETF $1,9600.00%168 —— — —
— WISDOMTREE QUANTUM COMPUTING FUND $1,9660.00%52 —— — —
CVNA CARVANA CO CL A $1,9750.00%30 —— — —
XYZ BLOCK INC CL A $1,9760.00%26 —— — —
PNR PENTAIR PLC SHS $1,9930.00%26 —— — —
DOV DOVER CORP COM $2,0190.00%9 —— — —
IOT SAMSARA INC COM CL A $2,0430.00%63 —— — —
MPC MARATHON PETE CORP COM $2,0450.00%8 —— — —
TROW PRICE T ROWE GROUP INC COM $2,0460.00%18 —— — —
PPC PILGRIMS PRIDE CORP COM $2,0520.00%73 —— — —
SOFI SOFI TECHNOLOGIES INC COM $2,0620.00%115 —— — —
OC OWENS CORNING NEW COM $2,0660.00%13 —— — —
WCC WESCO INTL INC COM $2,0730.00%6 —— — —
MSI MOTOROLA SOLUTIONS INC COM NEW $2,0760.00%5 —— — —
WTW WILLIS TOWERS WATSON PLC LTD SHS $2,0910.00%8 —— — —
HUBB HUBBELL INC COM $2,0930.00%4 —— — —
IDXX IDEXX LABS INC COM $2,1060.00%4 —— — —
EQT EQT CORP COM $2,1270.00%40 —— — —
CHD CHURCH & DWIGHT CO INC COM $2,1310.00%22 —— — —
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $2,1360.00%9 —— — —
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $2,1390.00%27 —— — —
DLR DIGITAL RLTY TR INC COM $2,1550.00%12 —— — —
WAB WABTEC COM $2,1570.00%8 —— — —
MRSH MARSH & MCLENNAN COS INC COM $2,1670.00%13 —— — —
XEL XCEL ENERGY INC COM $2,1680.00%27 —— — —
— PACER INDUSTRIAL REAL ESTATE ETF $2,1710.00%54 —— — —