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 |
|---|---|---|---|---|---|---|---|---|
| STOT | STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | $1.58万 | 0.01% | 336 | — | — | — | — |
| BAMG | BROOKSTONE GROWTH STOCK ETF | $1.62万 | 0.01% | 358 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC COM | $1.67万 | 0.01% | 49 | — | — | — | — |
| QTUM | DEFIANCE QUANTUM ETF | $1.68万 | 0.01% | 102 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.68万 | 0.01% | 123 | — | — | — | — |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.70万 | 0.01% | 57 | — | — | — | — |
| — | AVALONBAY CMNTYS INC COM | $1.72万 | 0.01% | 91 | — | — | — | — |
| MPLX | MPLX LP COM UNIT REP LTD | $1.72万 | 0.01% | 306 | — | — | — | — |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.72万 | 0.01% | 329 | — | — | — | — |
| BRX | BRIXMOR PPTY GROUP INC COM | $1.77万 | 0.01% | 562 | — | — | — | — |
| OMC | OMNICOM GROUP INC COM | $1.80万 | 0.01% | 247 | — | — | — | — |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.83万 | 0.01% | 24 | — | — | — | — |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.88万 | 0.01% | 622 | — | — | — | — |
| CPT | CAMDEN PPTY TR SH BEN INT | $1.89万 | 0.01% | 165 | — | — | — | — |
| MAA | MID-AMER APT CMNTYS INC COM | $1.89万 | 0.01% | 136 | — | — | — | — |
| ILMN | ILLUMINA INC COM | $1.92万 | 0.01% | 109 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC COM | $1.92万 | 0.01% | 19 | — | — | — | — |
| — | STRATEGY INC SERIES A PERP PF | $1.92万 | 0.01% | 327 | — | — | — | — |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.94万 | 0.01% | 253 | — | — | — | — |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.95万 | 0.01% | 287 | — | — | — | — |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1.98万 | 0.01% | 169 | — | — | — | — |
| ADBE | ADOBE INC COM | $1.99万 | 0.01% | 97 | — | — | — | — |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $2.00万 | 0.01% | 764 | — | — | — | — |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $2.04万 | 0.01% | 785 | — | — | — | — |
| SFL | SFL CORPORATION LTD SHS | $2.04万 | 0.01% | 2,000 | — | — | — | — |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $2.06万 | 0.01% | 60 | — | — | — | — |
| CRM | SALESFORCE INC COM | $2.07万 | 0.01% | 132 | — | — | — | — |
| ORRF | ORRSTOWN FINL SVCS INC COM | $2.10万 | 0.01% | 515 | — | — | — | — |
| ADI | ANALOG DEVICES INC COM | $2.10万 | 0.01% | 53 | — | — | — | — |
| OKE | ONEOK INC NEW COM | $2.14万 | 0.01% | 246 | — | — | — | — |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $2.15万 | 0.01% | 177 | — | — | — | — |
| GPC | GENUINE PARTS CO COM | $2.19万 | 0.01% | 186 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC COM | $2.20万 | 0.01% | 53 | — | — | — | — |
| CGNX | COGNEX CORP COM | $2.22万 | 0.01% | 306 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2.22万 | 0.01% | 206 | — | — | — | — |
| LIN | LINDE PLC SHS | $2.23万 | 0.01% | 43 | — | — | — | — |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.24万 | 0.01% | 45 | — | — | — | — |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $2.24万 | 0.01% | 136 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION COM | $2.25万 | 0.01% | 24 | — | — | — | — |
| MA | MASTERCARD INCORPORATED CL A | $2.26万 | 0.01% | 44 | — | — | — | — |
| — | ELECTRONIC ARTS INC COM | $2.30万 | 0.01% | 112 | — | — | — | — |
| AJG | GALLAGHER ARTHUR J & CO COM | $2.34万 | 0.01% | 102 | — | — | — | — |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $2.35万 | 0.01% | 307 | — | — | — | — |
| RIO | RIO TINTO PLC SPONSORED ADR | $2.37万 | 0.01% | 250 | — | — | — | — |
| EIX | EDISON INTL COM | $2.40万 | 0.01% | 322 | — | — | — | — |
| CTAS | CINTAS CORP COM | $2.42万 | 0.02% | 142 | — | — | — | — |
| NUE | NUCOR CORP COM | $2.43万 | 0.02% | 109 | — | — | — | — |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $2.44万 | 0.02% | 221 | — | — | — | — |
| WULF | TERAWULF INC COM | $2.47万 | 0.02% | 1,000 | — | — | — | — |
| O | REALTY INCOME CORP COM | $2.48万 | 0.02% | 400 | — | — | — | — |
| GIS | GENERAL MILLS INC COM | $2.55万 | 0.02% | 734 | — | — | — | — |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2.56万 | 0.02% | 312 | — | — | — | — |
| EBAY | EBAY INC. COM | $2.59万 | 0.02% | 232 | — | — | — | — |
| VBR | VANGUARD SMALL CAP VALUE ETF | $2.65万 | 0.02% | 109 | — | — | — | — |
| C | CITIGROUP INC COM NEW | $2.67万 | 0.02% | 191 | — | — | — | — |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADR | $2.68万 | 0.02% | 1,750 | — | — | — | — |
| MS | MORGAN STANLEY COM NEW | $2.69万 | 0.02% | 129 | — | — | — | — |
| COF | CAPITAL ONE FINL CORP COM | $2.69万 | 0.02% | 134 | — | — | — | — |
| ETR | ENTERGY CORP NEW COM | $2.76万 | 0.02% | 240 | — | — | — | — |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $2.76万 | 0.02% | 1,536 | — | — | — | — |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2.76万 | 0.02% | 210 | — | — | — | — |
| NEE | NEXTERA ENERGY INC COM | $2.84万 | 0.02% | 324 | — | — | — | — |
| F | FORD MTR CO COM | $2.95万 | 0.02% | 2,125 | — | — | — | — |
| KLAC | KLA CORP COM NEW | $2.96万 | 0.02% | 98 | — | — | — | — |
| FULT | FULTON FINL CORP PA COM | $2.99万 | 0.02% | 1,238 | — | — | — | — |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $3.11万 | 0.02% | 131 | — | — | — | — |
| DTM | DT MIDSTREAM INC COMMON STOCK | $3.17万 | 0.02% | 216 | — | — | — | — |
| LNG | CHENIERE ENERGY INC COM NEW | $3.18万 | 0.02% | 133 | — | — | — | — |
| — | ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF | $3.27万 | 0.02% | 1,040 | — | — | — | — |
| INTC | INTEL CORP COM | $3.28万 | 0.02% | 235 | — | — | — | — |
| V | VISA INC COM CL A | $3.29万 | 0.02% | 96 | — | — | — | — |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $3.32万 | 0.02% | 635 | — | — | — | — |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $3.33万 | 0.02% | 857 | — | — | — | — |
| VXF | VANGUARD EXTENDED MARKET ETF | $3.40万 | 0.02% | 138 | — | — | — | — |
| AMAT | APPLIED MATLS INC COM | $3.40万 | 0.02% | 47 | — | — | — | — |
| CEG | CONSTELLATION ENERGY CORP COM | $3.43万 | 0.02% | 138 | — | — | — | — |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $3.44万 | 0.02% | 202 | — | — | — | — |
| APH | AMPHENOL CORP CL A | $3.46万 | 0.02% | 196 | — | — | — | — |
| RCL | ROYAL CARIBBEAN GROUP COM | $3.52万 | 0.02% | 111 | — | — | — | — |
| LRCX | LAM RESEARCH CORP COM NEW | $3.60万 | 0.02% | 83 | — | — | — | — |
| PEP | PEPSICO INC COM | $3.62万 | 0.02% | 267 | — | — | — | — |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3.66万 | 0.02% | 475 | — | — | — | — |
| HONA | HONEYWELL AEROSPACE INC COM | $3.67万 | 0.02% | 166 | — | — | — | — |
| NJR | NEW JERSEY RES CORP COM | $3.70万 | 0.02% | 661 | — | — | — | — |
| HON | HONEYWELL INTL INC COM | $3.72万 | 0.02% | 166 | — | — | — | — |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $3.72万 | 0.02% | 1,761 | — | — | — | — |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3.75万 | 0.02% | 1,353 | — | — | — | — |
| GGG | GRACO INC COM | $3.81万 | 0.02% | 504 | — | — | — | — |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $3.88万 | 0.02% | 896 | — | — | — | — |
| MMM | 3M CO COM | $3.92万 | 0.02% | 242 | — | — | — | — |
| AMT | AMERICAN TOWER CORP COM | $3.96万 | 0.02% | 242 | — | — | — | — |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $4.02万 | 0.03% | 100 | — | — | — | — |
| EMR | EMERSON ELEC CO COM | $4.02万 | 0.03% | 281 | — | — | — | — |
| BLK | BLACKROCK INC COM | $4.13万 | 0.03% | 43 | — | — | — | — |
| PNW | PINNACLE WEST CAP CORP COM | $4.25万 | 0.03% | 397 | — | — | — | — |
| EVMO | EATON VANCE MORTGAGE OPPORTUNITIES ETF | $4.32万 | 0.03% | 863 | — | — | — | — |
| SNDK | SANDISK CORP COM | $4.32万 | 0.03% | 19 | — | — | — | — |
| MDLZ | MONDELEZ INTL INC CL A | $4.37万 | 0.03% | 756 | — | — | — | — |
| TXN | TEXAS INSTRS INC COM | $4.38万 | 0.03% | 147 | — | — | — | — |
| SLF | SUN LIFE FINANCIAL INC. COM | $4.39万 | 0.03% | 560 | — | — | — | — |