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
APA APA CORPORATION COM $1630.00%5 —— — —
PCOR PROCORE TECHNOLOGIES INC COM $1620.00%4 —— — —
APPF APPFOLIO INC COM CL A $1600.00%1 —— — —
— FACTORIAL ENERGY INC COM CL A $1550.00%14 —— — —
NFG NATIONAL FUEL GAS CO COM $1540.00%2 —— — —
MTCH MATCH GROUP INC NEW COM $1520.00%4 —— — —
STAG STAG INDUSTRIAL INC COM $1520.00%4 —— — —
SCI SERVICE CORP INTL COM $1520.00%2 —— — —
AES AES CORP COM $1470.00%10 —— — —
SNAP SNAP INC CL A $1470.00%33 —— — —
QUBT QUANTUM COMPUTING INC COM $1460.00%15 —— — —
GPN GLOBAL PMTS INC COM $1450.00%2 —— — —
FCEL FUELCELL ENERGY INC COM NEW $1440.00%4 —— — —
CVLT COMMVAULT SYS INC COM $1420.00%1 —— — —
TECH BIO-TECHNE CORP COM $1410.00%2 —— — —
ALLE ALLEGION PLC ORD SHS $1400.00%1 —— — —
AFG AMERICAN FINANCIAL GROUP INC COM $1400.00%1 —— — —
HIMS HIMS & HERS HEALTH INC COM CL A $1390.00%4 —— — —
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM $1390.00%18 —— — —
FFIN FIRST FINL BANKSHARES INC COM $1380.00%4 —— — —
BWA BORGWARNER INC COM $1330.00%2 —— — —
LINE LINEAGE INC COM $1300.00%3 —— — —
J JACOBS SOLUTIONS INC COM $1260.00%1 —— — —
SSNC SS&C TECH HLDGS COM $1240.00%2 —— — —
PCVX VAXCYTE INC COM $1160.00%2 —— — —
KRG KITE REALTY GROUP TRUST COM NEW $1140.00%4 —— — —
SJM SMUCKER J M CO COM NEW $1130.00%1 —— — —
— TILRAY BRANDS INC COM $1120.00%25 —— — —
RVTY REVVITY INC COM $1110.00%1 —— — —
OZK BANK OZK LITTLE ROCK ARK COM $1040.00%2 —— — —
POR PORTLAND GEN ELEC CO COM NEW $1040.00%2 —— — —
TW TRADEWEB MKTS INC CL A $1000.00%1 —— — —
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $1000.00%2 —— — —
HL HECLA MINING COMPANY COM $930.00%6 —— — —
BYD BOYD GAMING CORP COM $880.00%1 —— — —
VNT VONTIER CORPORATION COM $870.00%3 —— — —
QXO QXO INC COM NEW $860.00%5 —— — —
HSIC SCHEIN HENRY INC COM $840.00%1 —— — —
VGNT VERSIGENT PLC ORDINARY SHARES $840.00%2 —— — —
CG CARLYLE GROUP INC COM $840.00%2 —— — —
WFRD WEATHERFORD INTL PLC ORD SHS $820.00%1 —— — —
TPG TPG INC COM CL A $810.00%2 —— — —
REYN REYNOLDS CONSUMER PRODS INC COM $810.00%3 —— — —
HLNE HAMILTON LANE INC CL A $790.00%1 —— — —
VG VENTURE GLOBAL INC COM CL A $780.00%7 —— — —
TAP MOLSON COORS BEVERAGE CO CL B $780.00%2 —— — —
OLLI OLLIES BARGAIN OUTLET HLDGS COM $770.00%1 —— — —
NE NOBLE CORP PLC ORD SHS A $750.00%2 —— — —
HWC HANCOCK WHITNEY CORPORATION COM $750.00%1 —— — —
TDC TERADATA CORP DEL COM $690.00%2 —— — —
SWKS SKYWORKS SOLUTIONS INC COM $680.00%1 —— — —
PEGA PEGASYSTEMS INC COM $600.00%2 —— — —
CELH CELSIUS HLDGS INC COM NEW $590.00%2 —— — —
BF/B BROWN FORMAN CORP CL B $530.00%2 —— — —
PSN PARSONS CORP DEL COM $520.00%1 —— — —
DOX AMDOCS LTD SHS $510.00%1 —— — —
INTA INTAPP INC COM $500.00%2 —— — —
NWSA NEWS CORP NEW CL A $500.00%2 —— — —
BBWI BATH & BODY WORKS INC COM $460.00%2 —— — —
LW LAMB WESTON HLDGS INC COM $430.00%1 —— — —
NATL NCR ATLEOS CORPORATION COM SHS $430.00%1 —— — —
VSNT VERSANT MEDIA GROUP INC COM CL A $360.00%1 —— — —
LYFT LYFT INC CL A COM $290.00%2 —— — —
VYX NCR VOYIX CORPORATION COM $160.00%2 —— — —
VLY VALLEY NATL BANCORP COM $150.00%1 —— — —
— CHARGEPOINT HOLDINGS INC COM SHS $120.00%2 —— — —
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW $60.00%2 —— — —
— MICROMOBILITY.COM INC CLASS A COM $00.00%1 —— — —