Planning Strategies Inc.
LANCASTER PA · SEC CIK 0002139665
$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
26Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. COM | $7,586 | 0.00% | 56 | — | — | — | — |
| KEY | KEYCORP COM | $7,630 | 0.00% | 331 | — | — | — | — |
| PGR | PROGRESSIVE CORP COM | $7,646 | 0.00% | 35 | — | — | — | — |
| CRML | CRITICAL METALS CORP PUBCO ORD SHS | $7,688 | 0.00% | 750 | — | — | — | — |
| LOW | LOWES COS INC COM | $7,717 | 0.00% | 35 | — | — | — | — |
| LOAR | LOAR HOLDINGS INC COM SHS | $7,739 | 0.00% | 96 | — | — | — | — |
| CVS | CVS HEALTH CORP COM | $7,759 | 0.00% | 75 | — | — | — | — |
| ANET | ARISTA NETWORKS INC COM SHS | $7,814 | 0.00% | 46 | — | — | — | — |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $7,840 | 0.00% | 155 | — | — | — | — |
| BKNG | BOOKING HOLDINGS INC COM | $8,021 | 0.01% | 45 | — | — | — | — |
| SRE | SEMPRA COM | $8,066 | 0.01% | 87 | — | — | — | — |
| BNY | BANK OF NY MELLON CORP COM | $8,243 | 0.01% | 57 | — | — | — | — |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $8,257 | 0.01% | 22 | — | — | — | — |
| ECG | EVERUS CONSTR GROUP COM | $8,298 | 0.01% | 50 | — | — | — | — |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $8,358 | 0.01% | 80 | — | — | — | — |
| GSK | GSK PLC SPONSORED ADR | $8,387 | 0.01% | 160 | — | — | — | — |
| GLW | CORNING INC COM | $8,429 | 0.01% | 33 | — | — | — | — |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $8,518 | 0.01% | 36 | — | — | — | — |
| CB | CHUBB LIMITED COM | $8,519 | 0.01% | 25 | — | — | — | — |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $8,638 | 0.01% | 90 | — | — | — | — |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $8,655 | 0.01% | 74 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORP COM | $8,661 | 0.01% | 17 | — | — | — | — |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $8,814 | 0.01% | 294 | — | — | — | — |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $8,816 | 0.01% | 400 | — | — | — | — |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $8,838 | 0.01% | 242 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC SHS | $8,841 | 0.01% | 18 | — | — | — | — |
| IVT | INVENTRUST PPTYS CORP COM NEW | $8,850 | 0.01% | 250 | — | — | — | — |
| PULS | PGIM ULTRA SHORT BOND ETF | $8,869 | 0.01% | 179 | — | — | — | — |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $8,922 | 0.01% | 27 | — | — | — | — |
| PSX | PHILLIPS 66 COM | $8,960 | 0.01% | 53 | — | — | — | — |
| SCHW | SCHWAB CHARLES CORP COM | $9,042 | 0.01% | 98 | — | — | — | — |
| DOC | HEALTHPEAK PROPERTIES INC COM | $9,074 | 0.01% | 424 | — | — | — | — |
| VMC | VULCAN MATLS CO COM | $9,145 | 0.01% | 31 | — | — | — | — |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $9,179 | 0.01% | 118 | — | — | — | — |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $9,340 | 0.01% | 294 | — | — | — | — |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $9,351 | 0.01% | 176 | — | — | — | — |
| VRT | VERTIV HOLDINGS CO COM CL A | $9,375 | 0.01% | 28 | — | — | — | — |
| WDC | WESTERN DIGITAL CORP COM | $9,581 | 0.01% | 15 | — | — | — | — |
| BAX | BAXTER INTL INC COM | $9,594 | 0.01% | 450 | — | — | — | — |
| SIGI | SELECTIVE INS GROUP INC COM | $9,701 | 0.01% | 100 | — | — | — | — |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $9,786 | 0.01% | 165 | — | — | — | — |
| UNP | UNION PAC CORP COM | $9,792 | 0.01% | 36 | — | — | — | — |
| GILD | GILEAD SCIENCES INC COM | $9,855 | 0.01% | 78 | — | — | — | — |
| BX | BLACKSTONE INC COM | $1.00万 | 0.01% | 85 | — | — | — | — |
| FLEX | FLEX LTD ORD | $1.00万 | 0.01% | 62 | — | — | — | — |
| EZU | ISHARES MSCI EUROZONE ETF | $1.01万 | 0.01% | 145 | — | — | — | — |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $1.01万 | 0.01% | 390 | — | — | — | — |
| HUBS | HUBSPOT INC COM | $1.02万 | 0.01% | 56 | — | — | — | — |
| OXY | OCCIDENTAL PETE CORP COM | $1.02万 | 0.01% | 211 | — | — | — | — |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $1.03万 | 0.01% | 120 | — | — | — | — |
| CIEN | CIENA CORP COM NEW | $1.03万 | 0.01% | 21 | — | — | — | — |
| VNQ | VANGUARD REAL ESTATE ETF | $1.03万 | 0.01% | 107 | — | — | — | — |
| DECK | DECKERS OUTDOOR CORP COM | $1.03万 | 0.01% | 104 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO COM | $1.05万 | 0.01% | 31 | — | — | — | — |
| — | ATAIBECKLEY INC COM SHS | $1.05万 | 0.01% | 2,000 | — | — | — | — |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $1.07万 | 0.01% | 800 | — | — | — | — |
| ETN | EATON CORP PLC SHS | $1.07万 | 0.01% | 25 | — | — | — | — |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $1.07万 | 0.01% | 100 | — | — | — | — |
| PWR | QUANTA SVCS INC COM | $1.08万 | 0.01% | 15 | — | — | — | — |
| EQH | EQUITABLE HLDGS INC COM | $1.11万 | 0.01% | 253 | — | — | — | — |
| — | NEOS REAL ESTATE HIGH INCOME ETF | $1.14万 | 0.01% | 232 | — | — | — | — |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | $1.15万 | 0.01% | 133 | — | — | — | — |
| PYPL | PAYPAL HLDGS INC COM | $1.16万 | 0.01% | 269 | — | — | — | — |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $1.18万 | 0.01% | 59 | — | — | — | — |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.19万 | 0.01% | 2,045 | — | — | — | — |
| FLOT | ISHARES FLOATING RATE BOND ETF | $1.20万 | 0.01% | 236 | — | — | — | — |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $1.23万 | 0.01% | 1,085 | — | — | — | — |
| TJX | TJX COS INC NEW COM | $1.23万 | 0.01% | 81 | — | — | — | — |
| YORW | YORK WTR CO COM | $1.23万 | 0.01% | 401 | — | — | — | — |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1.25万 | 0.01% | 84 | — | — | — | — |
| — | HARTFORD ALPHA CAPTURE VALUE ETF | $1.25万 | 0.01% | 400 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1.25万 | 0.01% | 25 | — | — | — | — |
| SMR | NUSCALE PWR CORP CL A COM | $1.25万 | 0.01% | 1,250 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC COM | $1.28万 | 0.01% | 177 | — | — | — | — |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $1.28万 | 0.01% | 160 | — | — | — | — |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $1.28万 | 0.01% | 104 | — | — | — | — |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $1.33万 | 0.01% | 239 | — | — | — | — |
| JETS | U.S. GLOBAL JETS ETF | $1.33万 | 0.01% | 400 | — | — | — | — |
| CLX | CLOROX CO DEL COM | $1.34万 | 0.01% | 140 | — | — | — | — |
| HD | HOME DEPOT INC COM | $1.34万 | 0.01% | 38 | — | — | — | — |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $1.34万 | 0.01% | 92 | — | — | — | — |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY | $1.38万 | 0.01% | 500 | — | — | — | — |
| NSC | NORFOLK SOUTHN CORP COM | $1.38万 | 0.01% | 44 | — | — | — | — |
| NOW | SERVICENOW INC COM | $1.39万 | 0.01% | 140 | — | — | — | — |
| DE | DEERE & CO COM | $1.40万 | 0.01% | 22 | — | — | — | — |
| ABT | ABBOTT LABORATORIES COM | $1.40万 | 0.01% | 154 | — | — | — | — |
| VGK | VANGUARD FTSE EUROPE ETF | $1.40万 | 0.01% | 158 | — | — | — | — |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1.41万 | 0.01% | 52 | — | — | — | — |
| — | ADVISORSHARES PSYCHEDELICS ETF | $1.44万 | 0.01% | 600 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.48万 | 0.01% | 66 | — | — | — | — |
| APO | APOLLO GLOBAL MGMT INC COM | $1.49万 | 0.01% | 126 | — | — | — | — |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.50万 | 0.01% | 103 | — | — | — | — |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1.51万 | 0.01% | 121 | — | — | — | — |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.53万 | 0.01% | 185 | — | — | — | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.54万 | 0.01% | 16 | — | — | — | — |
| FITB | FIFTH THIRD BANCORP COM | $1.55万 | 0.01% | 275 | — | — | — | — |
| VTWO | VANGUARD RUSSELL 2000 ETF | $1.55万 | 0.01% | 128 | — | — | — | — |
| OKTA | OKTA INC CL A | $1.57万 | 0.01% | 115 | — | — | — | — |
| OKLO | OKLO INC COM CL A | $1.57万 | 0.01% | 300 | — | — | — | — |
| NFLX | NETFLIX INC. COM | $1.57万 | 0.01% | 220 | — | — | — | — |