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
AU ANGLOGOLD ASHANTI PLC COM SHS $2,1840.00%27 —— — —
BR BROADRIDGE FINL SOLUTIONS INC COM $2,1910.00%16 —— — —
AXON AXON ENTERPRISE INC COM $2,2420.00%4 —— — —
DGICA DONEGAL GROUP INC CL A $2,2630.00%120 —— — —
URI UNITED RENTALS INC COM $2,2660.00%2 —— — —
LFUS LITTELFUSE INC COM $2,2770.00%5 —— — —
PODD INSULET CORP COM $2,2840.00%15 —— — —
FANG DIAMONDBACK ENERGY INC COM $2,2850.00%13 —— — —
IP INTERNATIONAL PAPER CO COM $2,2860.00%60 —— — —
VTR VENTAS INC COM $2,3090.00%26 —— — —
DOCU DOCUSIGN INC COM $2,3100.00%52 —— — —
AVAV AEROVIRONMENT INC COM $2,3110.00%14 —— — —
ED CONSOLIDATED EDISON INC COM $2,3230.00%21 —— — —
FE FIRSTENERGY CORP COM $2,3290.00%49 —— — —
COIN COINBASE GLOBAL INC COM CL A $2,3390.00%16 —— — —
NDAQ NASDAQ INC COM $2,3650.00%30 —— — —
HIG HARTFORD INSURANCE GROUP INC COM $2,3850.00%18 —— — —
ALNY ALNYLAM PHARMACEUTICALS INC COM $2,4080.00%8 —— — —
TRGP TARGA RES CORP COM $2,4130.00%9 —— — —
AAL AMERICAN AIRLINES GROUP INC COM $2,4210.00%134 —— — —
BE BLOOM ENERGY CORP COM CL A $2,4220.00%8 —— — —
MDT MEDTRONIC PLC SHS $2,4250.00%31 —— — —
DT DYNATRACE INC COM NEW $2,4590.00%56 —— — —
BPOP POPULAR INC COM NEW $2,4630.00%15 —— — —
HBAN HUNTINGTON BANCSHARES INC COM $2,4640.00%139 —— — —
SAP SAP SE SPON ADR $2,4660.00%16 —— — —
ROK ROCKWELL AUTOMATION INC COM $2,4750.00%5 —— — —
DVN DEVON ENERGY CORP NEW COM $2,4790.00%60 —— — —
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $2,4800.00%166 —— — —
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $2,4810.00%28 —— — —
VEEV VEEVA SYS INC CL A COM $2,4850.00%14 —— — —
ONB OLD NATL BANCORP IND COM $2,4860.00%96 —— — —
FHN FIRST HORIZON CORPORATION COM $2,4870.00%97 —— — —
PCG PG&E CORP COM $2,5230.00%150 —— — —
STLD STEEL DYNAMICS INC COM $2,5240.00%11 —— — —
ADSK AUTODESK INC COM $2,5270.00%13 —— — —
TSCO TRACTOR SUPPLY CO COM $2,5290.00%80 —— — —
FDS FACTSET RESH SYS INC COM $2,5310.00%11 —— — —
DG DOLLAR GEN CORP COM $2,5320.00%22 —— — —
RMD RESMED INC COM $2,5330.00%13 —— — —
STT STATE STR CORP COM $2,5440.00%15 —— — —
NOC NORTHROP GRUMMAN CORP COM $2,5470.00%5 —— — —
CSGP COSTAR GROUP INC COM $2,5490.00%90 —— — —
DASH DOORDASH INC CL A $2,5830.00%14 —— — —
NTRS NORTHERN TR CORP COM $2,6080.00%15 —— — —
LAD LITHIA MTRS INC COM $2,6140.00%9 —— — —
ATR APTARGROUP INC COM $2,6290.00%21 —— — —
TPR TAPESTRY INC COM $2,6350.00%18 —— — —
CL COLGATE PALMOLIVE CO COM $2,6590.00%29 —— — —
ZTS ZOETIS INC CL A $2,6590.00%37 —— — —
TDG TRANSDIGM GROUP INC COM $2,6640.00%2 —— — —
HCA HCA HEALTHCARE INC COM $2,7290.00%7 —— — —
MCHP MICROCHIP TECHNOLOGY INC. COM $2,7360.00%30 —— — —
KMB KIMBERLY-CLARK CORP COM $2,7440.00%25 —— — —
VOT VANGUARD MID-CAP GROWTH ETF $2,7570.00%9 —— — —
ISRG INTUITIVE SURGICAL INC COM NEW $2,7840.00%7 —— — —
EW EDWARDS LIFESCIENCES CORP COM $2,8040.00%31 —— — —
KVUE KENVUE INC COM $2,8280.00%148 —— — —
COR CENCORA INC COM $2,8300.00%10 —— — —
NKE NIKE INC CL B $2,8320.00%69 —— — —
CAH CARDINAL HEALTH INC COM $2,8510.00%12 —— — —
Q QNITY ELECTRONICS INC COMMON STOCK $2,8600.00%18 —— — —
NI NISOURCE INC COM $2,9010.00%61 —— — —
LHX L3HARRIS TECHNOLOGIES INC COM $2,9060.00%10 —— — —
ARKK ARK INNOVATION ETF $2,9100.00%36 —— — —
A AGILENT TECHNOLOGIES INC COM $2,9220.00%22 —— — —
PNFP PINNACLE FINL PARTNERS INC COM $2,9260.00%29 —— — —
WDAY WORKDAY INC CL A $2,9380.00%24 —— — —
ICE INTERCONTINENTAL EXCHANGE INC COM $2,9550.00%24 —— — —
CAR AVIS BUDGET GROUP INC COM $2,9570.00%20 —— — —
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $2,9590.00%34 —— — —
HPE HEWLETT PACKARD ENTERPRISE CO COM $3,0220.00%67 —— — —
IRM IRON MTN INC DEL COM $3,0310.00%24 —— — —
MTSI MACOM TECH SOLUTIONS HLDGS INC COM $3,0430.00%8 —— — —
CME CME GROUP INC COM $3,0920.00%14 —— — —
EOG EOG RES INC COM $3,1140.00%24 —— — —
HAL HALLIBURTON CO COM $3,1230.00%92 —— — —
— WEBSTER FINL CORP COM $3,1330.00%41 —— — —
ITW ILLINOIS TOOL WKS INC COM $3,2460.00%12 —— — —
ACGL ARCH CAP GROUP LTD ORD $3,3000.00%34 —— — —
MTZ MASTEC INC COM $3,3280.00%8 —— — —
BSX BOSTON SCIENTIFIC CORP COM $3,3290.00%78 —— — —
— AMERICAN BITCOIN CORP. COM CL A $3,3540.00%4,925 —— — —
YUM YUM BRANDS INC COM $3,3570.00%21 —— — —
PCAR PACCAR INC COM $3,3630.00%28 —— — —
COO COOPER COS INC COM $3,3700.00%47 —— — —
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF $3,3930.00%80 —— — —
KDP KEURIG DR PEPPER INC COM $3,4040.00%104 —— — —
RSG REPUBLIC SVCS INC COM $3,4090.00%16 —— — —
CHTR CHARTER COMMUNICATIONS INC CL A $3,4130.00%24 —— — —
P EVERPURE INC CL A $3,4670.00%44 —— — —
KKR KKR & CO INC COM $3,4880.00%38 —— — —
KEYS KEYSIGHT TECHNOLOGIES INC COM $3,5010.00%10 —— — —
VTRS VIATRIS INC COM $3,5090.00%221 —— — —
ZBH ZIMMER BIOMET HOLDINGS INC COM $3,5300.00%41 —— — —
ATI ATI INC COM $3,5480.00%18 —— — —
CMI CUMMINS INC COM $3,5660.00%5 —— — —
HUM HUMANA INC COM $3,5750.00%9 —— — —
DHI D R HORTON INC COM $3,5830.00%22 —— — —
CI THE CIGNA GROUP COM $3,5840.00%13 —— — —