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
PENN PENN ENTERTAINMENT INC COM $3,5880.00%168 —— — —
ECL ECOLAB INC COM $3,6220.00%13 —— — —
AON AON PLC SHS CL A $3,6490.00%11 —— — —
OTIS OTIS WORLDWIDE CORP COM $3,6520.00%51 —— — —
NXPI NXP SEMICONDUCTORS N V COM $3,6530.00%13 —— — —
LYV LIVE NATION ENTERTAINMENT INC COM $3,6620.00%20 —— — —
VKTX VIKING THERAPEUTICS INC COM $3,6670.00%94 —— — —
NTAP NETAPP INC COM $3,7140.00%24 —— — —
CNC CENTENE CORP DEL COM $3,7230.00%58 —— — —
REGN REGENERON PHARMACEUTICALS COM $3,7410.00%6 —— — —
FAST FASTENAL CO COM $3,7460.00%78 —— — —
GEN GEN DIGITAL INC COM $3,7580.00%151 —— — —
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $3,7830.00%236 —— — —
TGT TARGET CORP COM $3,7880.00%29 —— — —
VST VISTRA CORP COM $3,8070.00%24 —— — —
CTVA CORTEVA INC COM $3,8110.00%45 —— — —
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND $3,8260.00%88 —— — —
CRH CRH PLC ORD $3,8520.00%36 —— — —
AMKR AMKOR TECHNOLOGY INC COM $3,8800.00%45 —— — —
PH PARKER-HANNIFIN CORP COM $3,9120.00%4 —— — —
NET CLOUDFLARE INC CL A COM $3,9240.00%16 —— — —
MNST MONSTER BEVERAGE CORP NEW COM $3,9410.00%41 —— — —
TRV TRAVELERS COMPANIES INC COM $3,9610.00%12 —— — —
SNPS SYNOPSYS INC COM $4,0150.00%9 —— — —
SCHA SCHWAB U.S. SMALL-CAP ETF $4,0470.00%112 —— — —
GM GENERAL MTRS CO COM $4,0850.00%53 —— — —
ORLY OREILLY AUTOMOTIVE INC COM $4,1440.00%45 —— — —
MP MP MATERIALS CORP COM CL A $4,2010.00%75 —— — —
HOOD ROBINHOOD MKTS INC COM CL A $4,3120.00%43 —— — —
BKR BAKER HUGHES COMPANY CL A $4,3290.00%78 —— — —
ON ON SEMICONDUCTOR CORP COM $4,3490.00%46 —— — —
RBLX ROBLOX CORP CL A $4,3500.00%80 —— — —
AME AMETEK INC COM $4,3550.00%18 —— — —
ACN ACCENTURE PLC IRELAND SHS CLASS A $4,3550.00%35 —— — —
FISV FISERV INC COM $4,3650.00%89 —— — —
SLB SLB LIMITED COM STK $4,3700.00%94 —— — —
CORZ CORE SCIENTIFIC INC NEW COM $4,5040.00%176 —— — —
MCO MOODYS CORP COM $4,5290.00%10 —— — —
JBL JABIL INC COM $4,6260.00%12 —— — —
ELV ELEVANCE HEALTH INC FORMERLY A COM $4,6410.00%12 —— — —
SPG SIMON PPTY GROUP INC NEW COM $4,6970.00%21 —— — —
ABNB AIRBNB INC COM CL A $4,7220.00%33 —— — —
AFL AFLAC INC COM $4,8070.00%41 —— — —
VV VANGUARD LARGE-CAP ETF $4,8150.00%14 —— — —
— WARNER BROS DISCOVERY INC COM SER A $4,8250.00%181 —— — —
WAT WATERS CORP COM $4,8760.00%13 —— — —
DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND $4,8950.00%106 —— — —
VLO VALERO ENERGY CORP COM $4,9480.00%19 —— — —
FDX FEDEX CORP COM $5,0100.00%16 —— — —
DAL DELTA AIR LINES INC COM NEW $5,0580.00%54 —— — —
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF $5,1280.00%70 —— — —
VIK VIKING HOLDINGS LTD ORD SHS $5,1290.00%49 —— — —
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART $5,1560.00%215 —— — —
EQIX EQUINIX INC COM $5,2120.00%5 —— — —
AIG AMERICAN INTL GROUP INC COM NEW $5,2170.00%70 —— — —
JHX JAMES HARDIE INDS PLC ORD SHS $5,2360.00%200 —— — —
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND $5,2370.00%56 —— — —
USMF WISDOMTREE U.S. MULTIFACTOR FUND $5,2620.00%97 —— — —
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK $5,2970.00%31 —— — —
ROST ROSS STORES INC COM $5,3210.00%25 —— — —
TMUS T-MOBILE US INC COM $5,3670.00%32 —— — —
TV GRUPO TELEVISA S A B SPON ADR REP ORD $5,4200.00%2,000 —— — —
PAYX PAYCHEX INC COM $5,5060.00%56 —— — —
BRO BROWN & BROWN INC COM $5,5170.00%86 —— — —
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $5,5460.00%86 —— — —
MAR MARRIOTT INTL INC NEW CL A $5,5590.00%15 —— — —
CSX CSX CORP COM $5,6090.00%118 —— — —
NEM NEWMONT CORP COM $5,6970.00%61 —— — —
SYF SYNCHRONY FINANCIAL COM $5,8560.00%77 —— — —
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $5,8710.00%75 —— — —
QQQM INVESCO NASDAQ 100 ETF $6,0750.00%20 —— — —
APP APPLOVIN CORP COM CL A $6,1830.00%12 —— — —
USB US BANCORP COM NEW $6,2210.00%103 —— — —
SBUX STARBUCKS CORP COM $6,2340.00%61 —— — —
TER TERADYNE INC COM $6,2900.00%13 —— — —
SYK STRYKER CORPORATION COM $6,2970.00%20 —— — —
COHR COHERENT CORP COM $6,3120.00%16 —— — —
FCX FREEPORT MCMORAN INC CL B $6,3520.00%101 —— — —
— GRAYSCALE ETHEREUM STAKING ETF $6,3800.00%500 —— — —
CMCSA COMCAST CORP NEW CL A $6,4080.00%261 —— — —
FTNT FORTINET INC COM $6,4520.00%42 —— — —
COP CONOCOPHILLIPS COM $6,6530.00%64 —— — —
PPG PPG INDS INC COM $6,6710.00%55 —— — —
FDMT 4D MOLECULAR THERAPEUTICS INC COM $6,6770.00%502 —— — —
— PROSHARES ULTRA BITCOIN ETF $6,7500.00%831 —— — —
EXC EXELON CORP COM $6,8070.00%146 —— — —
IRDM IRIDIUM COMMUNICATIONS INC COM $6,8640.00%125 —— — —
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $6,8810.00%47 —— — —
BIIB BIOGEN INC COM $6,9140.00%32 —— — —
PRU PRUDENTIAL FINL INC COM $7,0150.00%65 —— — —
DDOG DATADOG INC CL A COM $7,0300.00%27 —— — —
DHR DANAHER CORP DEL COM $7,0480.00%37 —— — —
TEL TE CONNECTIVITY PLC ORD SHS $7,0560.00%35 —— — —
IEUR ISHARES CORE MSCI EUROPE ETF $7,0660.00%94 —— — —
EPR EPR PPTYS COM SH BEN INT $7,0770.00%122 —— — —
XYL XYLEM INC COM $7,2320.00%61 —— — —
SDY STATE STREET SPDR S&P DIVIDEND ETF $7,3050.00%48 —— — —
SPGI S&P GLOBAL INC COM $7,3310.00%18 —— — —
CARR CARRIER GLOBAL CORPORATION COM $7,3350.00%100 —— — —
BDX BECTON DICKINSON & CO COM $7,5670.00%50 —— — —