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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC COM NEW | $3.18万 | 0.02% | 133 | — | — | — | — |
| DTM | DT MIDSTREAM INC COMMON STOCK | $3.17万 | 0.02% | 216 | — | — | — | — |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $3.11万 | 0.02% | 131 | — | — | — | — |
| FULT | FULTON FINL CORP PA COM | $2.99万 | 0.02% | 1,238 | — | — | — | — |
| KLAC | KLA CORP COM NEW | $2.96万 | 0.02% | 98 | — | — | — | — |
| F | FORD MTR CO COM | $2.95万 | 0.02% | 2,125 | — | — | — | — |
| NEE | NEXTERA ENERGY INC COM | $2.84万 | 0.02% | 324 | — | — | — | — |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2.76万 | 0.02% | 210 | — | — | — | — |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $2.76万 | 0.02% | 1,536 | — | — | — | — |
| ETR | ENTERGY CORP NEW COM | $2.76万 | 0.02% | 240 | — | — | — | — |
| COF | CAPITAL ONE FINL CORP COM | $2.69万 | 0.02% | 134 | — | — | — | — |
| MS | MORGAN STANLEY COM NEW | $2.69万 | 0.02% | 129 | — | — | — | — |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADR | $2.68万 | 0.02% | 1,750 | — | — | — | — |
| C | CITIGROUP INC COM NEW | $2.67万 | 0.02% | 191 | — | — | — | — |
| VBR | VANGUARD SMALL CAP VALUE ETF | $2.65万 | 0.02% | 109 | — | — | — | — |
| EBAY | EBAY INC. COM | $2.59万 | 0.02% | 232 | — | — | — | — |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2.56万 | 0.02% | 312 | — | — | — | — |
| GIS | GENERAL MILLS INC COM | $2.55万 | 0.02% | 734 | — | — | — | — |
| O | REALTY INCOME CORP COM | $2.48万 | 0.02% | 400 | — | — | — | — |
| WULF | TERAWULF INC COM | $2.47万 | 0.02% | 1,000 | — | — | — | — |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $2.44万 | 0.02% | 221 | — | — | — | — |
| NUE | NUCOR CORP COM | $2.43万 | 0.02% | 109 | — | — | — | — |
| CTAS | CINTAS CORP COM | $2.42万 | 0.02% | 142 | — | — | — | — |
| EIX | EDISON INTL COM | $2.40万 | 0.01% | 322 | — | — | — | — |
| RIO | RIO TINTO PLC SPONSORED ADR | $2.37万 | 0.01% | 250 | — | — | — | — |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $2.35万 | 0.01% | 307 | — | — | — | — |
| AJG | GALLAGHER ARTHUR J & CO COM | $2.34万 | 0.01% | 102 | — | — | — | — |
| — | ELECTRONIC ARTS INC COM | $2.30万 | 0.01% | 112 | — | — | — | — |
| MA | MASTERCARD INCORPORATED CL A | $2.26万 | 0.01% | 44 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION COM | $2.25万 | 0.01% | 24 | — | — | — | — |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $2.24万 | 0.01% | 136 | — | — | — | — |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.24万 | 0.01% | 45 | — | — | — | — |
| LIN | LINDE PLC SHS | $2.23万 | 0.01% | 43 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2.22万 | 0.01% | 206 | — | — | — | — |
| CGNX | COGNEX CORP COM | $2.22万 | 0.01% | 306 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC COM | $2.20万 | 0.01% | 53 | — | — | — | — |
| GPC | GENUINE PARTS CO COM | $2.19万 | 0.01% | 186 | — | — | — | — |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $2.15万 | 0.01% | 177 | — | — | — | — |
| OKE | ONEOK INC NEW COM | $2.14万 | 0.01% | 246 | — | — | — | — |
| ADI | ANALOG DEVICES INC COM | $2.10万 | 0.01% | 53 | — | — | — | — |
| ORRF | ORRSTOWN FINL SVCS INC COM | $2.10万 | 0.01% | 515 | — | — | — | — |
| CRM | SALESFORCE INC COM | $2.07万 | 0.01% | 132 | — | — | — | — |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $2.06万 | 0.01% | 60 | — | — | — | — |
| SFL | SFL CORPORATION LTD SHS | $2.04万 | 0.01% | 2,000 | — | — | — | — |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $2.04万 | 0.01% | 785 | — | — | — | — |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $2.00万 | 0.01% | 764 | — | — | — | — |
| ADBE | ADOBE INC COM | $1.99万 | 0.01% | 97 | — | — | — | — |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1.98万 | 0.01% | 169 | — | — | — | — |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1.95万 | 0.01% | 287 | — | — | — | — |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1.94万 | 0.01% | 253 | — | — | — | — |
| — | STRATEGY INC SERIES A PERP PF | $1.92万 | 0.01% | 327 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC COM | $1.92万 | 0.01% | 19 | — | — | — | — |
| ILMN | ILLUMINA INC COM | $1.92万 | 0.01% | 109 | — | — | — | — |
| MAA | MID-AMER APT CMNTYS INC COM | $1.89万 | 0.01% | 136 | — | — | — | — |
| CPT | CAMDEN PPTY TR SH BEN INT | $1.89万 | 0.01% | 165 | — | — | — | — |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.88万 | 0.01% | 622 | — | — | — | — |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.83万 | 0.01% | 24 | — | — | — | — |
| OMC | OMNICOM GROUP INC COM | $1.80万 | 0.01% | 247 | — | — | — | — |
| BRX | BRIXMOR PPTY GROUP INC COM | $1.77万 | 0.01% | 562 | — | — | — | — |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.72万 | 0.01% | 329 | — | — | — | — |
| MPLX | MPLX LP COM UNIT REP LTD | $1.72万 | 0.01% | 306 | — | — | — | — |
| — | AVALONBAY CMNTYS INC COM | $1.72万 | 0.01% | 91 | — | — | — | — |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.70万 | 0.01% | 57 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.68万 | 0.01% | 123 | — | — | — | — |
| QTUM | DEFIANCE QUANTUM ETF | $1.68万 | 0.01% | 102 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC COM | $1.67万 | 0.01% | 49 | — | — | — | — |
| BAMG | BROOKSTONE GROWTH STOCK ETF | $1.62万 | 0.01% | 358 | — | — | — | — |
| STOT | STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | $1.58万 | 0.01% | 336 | — | — | — | — |
| NFLX | NETFLIX INC. COM | $1.57万 | 0.01% | 220 | — | — | — | — |
| OKLO | OKLO INC COM CL A | $1.57万 | 0.01% | 300 | — | — | — | — |
| OKTA | OKTA INC CL A | $1.57万 | 0.01% | 115 | — | — | — | — |
| VTWO | VANGUARD RUSSELL 2000 ETF | $1.55万 | 0.01% | 128 | — | — | — | — |
| FITB | FIFTH THIRD BANCORP COM | $1.55万 | 0.01% | 275 | — | — | — | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.54万 | 0.01% | 16 | — | — | — | — |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.53万 | 0.01% | 185 | — | — | — | — |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1.51万 | 0.01% | 121 | — | — | — | — |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.50万 | 0.01% | 103 | — | — | — | — |
| APO | APOLLO GLOBAL MGMT INC COM | $1.49万 | 0.01% | 126 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.48万 | 0.01% | 66 | — | — | — | — |
| — | ADVISORSHARES PSYCHEDELICS ETF | $1.44万 | 0.01% | 600 | — | — | — | — |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1.41万 | 0.01% | 52 | — | — | — | — |
| VGK | VANGUARD FTSE EUROPE ETF | $1.40万 | 0.01% | 158 | — | — | — | — |
| ABT | ABBOTT LABORATORIES COM | $1.40万 | 0.01% | 154 | — | — | — | — |
| DE | DEERE & CO COM | $1.40万 | 0.01% | 22 | — | — | — | — |
| NOW | SERVICENOW INC COM | $1.39万 | 0.01% | 140 | — | — | — | — |
| NSC | NORFOLK SOUTHN CORP COM | $1.38万 | 0.01% | 44 | — | — | — | — |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY | $1.38万 | 0.01% | 500 | — | — | — | — |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $1.34万 | 0.01% | 92 | — | — | — | — |
| HD | HOME DEPOT INC COM | $1.34万 | 0.01% | 38 | — | — | — | — |
| CLX | CLOROX CO DEL COM | $1.34万 | 0.01% | 140 | — | — | — | — |
| JETS | U.S. GLOBAL JETS ETF | $1.33万 | 0.01% | 400 | — | — | — | — |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $1.33万 | 0.01% | 239 | — | — | — | — |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $1.28万 | 0.01% | 104 | — | — | — | — |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $1.28万 | 0.01% | 160 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC COM | $1.28万 | 0.01% | 177 | — | — | — | — |
| SMR | NUSCALE PWR CORP CL A COM | $1.25万 | 0.01% | 1,250 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1.25万 | 0.01% | 25 | — | — | — | — |
| — | HARTFORD ALPHA CAPTURE VALUE ETF | $1.25万 | 0.01% | 400 | — | — | — | — |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1.25万 | 0.01% | 84 | — | — | — | — |
| YORW | YORK WTR CO COM | $1.23万 | 0.01% | 401 | — | — | — | — |