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
TJX TJX COS INC NEW COM $1.23万0.01%81 —— — —
KD KYNDRYL HLDGS INC COMMON STOCK $1.23万0.01%1,085 —— — —
FLOT ISHARES FLOATING RATE BOND ETF $1.20万0.01%236 —— — —
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $1.19万0.01%2,045 —— — —
VLUE ISHARES MSCI USA VALUE FACTOR ETF $1.18万0.01%59 —— — —
PYPL PAYPAL HLDGS INC COM $1.16万0.01%269 —— — —
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF $1.15万0.01%133 —— — —
— NEOS REAL ESTATE HIGH INCOME ETF $1.14万0.01%232 —— — —
EQH EQUITABLE HLDGS INC COM $1.11万0.01%253 —— — —
PWR QUANTA SVCS INC COM $1.08万0.01%15 —— — —
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $1.07万0.01%100 —— — —
ETN EATON CORP PLC SHS $1.07万0.01%25 —— — —
BMNR BITMINE IMMERSION TECHS INC COM NEW $1.07万0.01%800 —— — —
— ATAIBECKLEY INC COM SHS $1.05万0.01%2,000 —— — —
AXP AMERICAN EXPRESS CO COM $1.05万0.01%31 —— — —
DECK DECKERS OUTDOOR CORP COM $1.03万0.01%104 —— — —
VNQ VANGUARD REAL ESTATE ETF $1.03万0.01%107 —— — —
CIEN CIENA CORP COM NEW $1.03万0.01%21 —— — —
SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF $1.03万0.01%120 —— — —
OXY OCCIDENTAL PETE CORP COM $1.02万0.01%211 —— — —
HUBS HUBSPOT INC COM $1.02万0.01%56 —— — —
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $1.01万0.01%390 —— — —
EZU ISHARES MSCI EUROZONE ETF $1.01万0.01%145 —— — —
FLEX FLEX LTD ORD $1.00万0.01%62 —— — —
BX BLACKSTONE INC COM $1.00万0.01%85 —— — —
GILD GILEAD SCIENCES INC COM $9,8550.01%78 —— — —
UNP UNION PAC CORP COM $9,7920.01%36 —— — —
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF $9,7860.01%165 —— — —
SIGI SELECTIVE INS GROUP INC COM $9,7010.01%100 —— — —
BAX BAXTER INTL INC COM $9,5940.01%450 —— — —
WDC WESTERN DIGITAL CORP COM $9,5810.01%15 —— — —
VRT VERTIV HOLDINGS CO COM CL A $9,3750.01%28 —— — —
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $9,3510.01%176 —— — —
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF $9,3400.01%294 —— — —
EPS WISDOMTREE U.S. LARGECAP FUND $9,1790.01%118 —— — —
VMC VULCAN MATLS CO COM $9,1450.01%31 —— — —
DOC HEALTHPEAK PROPERTIES INC COM $9,0740.01%424 —— — —
SCHW SCHWAB CHARLES CORP COM $9,0420.01%98 —— — —
PSX PHILLIPS 66 COM $8,9600.01%53 —— — —
HLT HILTON WORLDWIDE HLDGS INC COM $8,9220.01%27 —— — —
PULS PGIM ULTRA SHORT BOND ETF $8,8690.01%179 —— — —
IVT INVENTRUST PPTYS CORP COM NEW $8,8500.01%250 —— — —
TT TRANE TECHNOLOGIES PLC SHS $8,8410.01%18 —— — —
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF $8,8380.01%242 —— — —
EOS EATON VANCE ENHANCED EQUITY IN COM $8,8160.01%400 —— — —
— INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF $8,8140.01%294 —— — —
LMT LOCKHEED MARTIN CORP COM $8,6610.01%17 —— — —
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF $8,6550.01%74 —— — —
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $8,6380.01%90 —— — —
CB CHUBB LIMITED COM $8,5190.01%25 —— — —
VIG VANGUARD DIVIDEND APPRECIATION ETF $8,5180.01%36 —— — —
GLW CORNING INC COM $8,4290.01%33 —— — —
GSK GSK PLC SPONSORED ADR $8,3870.01%160 —— — —
ITB ISHARES U.S. HOME CONSTRUCTION ETF $8,3580.01%80 —— — —
ECG EVERUS CONSTR GROUP COM $8,2980.01%50 —— — —
CDNS CADENCE DESIGN SYSTEM INC COM $8,2570.01%22 —— — —
BNY BANK OF NY MELLON CORP COM $8,2430.01%57 —— — —
SRE SEMPRA COM $8,0660.01%87 —— — —
BKNG BOOKING HOLDINGS INC COM $8,0210.01%45 —— — —
VTEB VANGUARD TAX-EXEMPT BOND ETF $7,8400.00%155 —— — —
ANET ARISTA NETWORKS INC COM SHS $7,8140.00%46 —— — —
CVS CVS HEALTH CORP COM $7,7590.00%75 —— — —
LOAR LOAR HOLDINGS INC COM SHS $7,7390.00%96 —— — —
LOW LOWES COS INC COM $7,7170.00%35 —— — —
CRML CRITICAL METALS CORP PUBCO ORD SHS $7,6880.00%750 —— — —
PGR PROGRESSIVE CORP COM $7,6460.00%35 —— — —
KEY KEYCORP COM $7,6300.00%331 —— — —
PLD PROLOGIS INC. COM $7,5860.00%56 —— — —
BDX BECTON DICKINSON & CO COM $7,5670.00%50 —— — —
CARR CARRIER GLOBAL CORPORATION COM $7,3350.00%100 —— — —
SPGI S&P GLOBAL INC COM $7,3310.00%18 —— — —
SDY STATE STREET SPDR S&P DIVIDEND ETF $7,3050.00%48 —— — —
XYL XYLEM INC COM $7,2320.00%61 —— — —
EPR EPR PPTYS COM SH BEN INT $7,0770.00%122 —— — —
IEUR ISHARES CORE MSCI EUROPE ETF $7,0660.00%94 —— — —
TEL TE CONNECTIVITY PLC ORD SHS $7,0560.00%35 —— — —
DHR DANAHER CORP DEL COM $7,0480.00%37 —— — —
DDOG DATADOG INC CL A COM $7,0300.00%27 —— — —
PRU PRUDENTIAL FINL INC COM $7,0150.00%65 —— — —
BIIB BIOGEN INC COM $6,9140.00%32 —— — —
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $6,8810.00%47 —— — —
IRDM IRIDIUM COMMUNICATIONS INC COM $6,8640.00%125 —— — —
EXC EXELON CORP COM $6,8070.00%146 —— — —
— PROSHARES ULTRA BITCOIN ETF $6,7500.00%831 —— — —
FDMT 4D MOLECULAR THERAPEUTICS INC COM $6,6770.00%502 —— — —
PPG PPG INDS INC COM $6,6710.00%55 —— — —
COP CONOCOPHILLIPS COM $6,6530.00%64 —— — —
FTNT FORTINET INC COM $6,4520.00%42 —— — —
CMCSA COMCAST CORP NEW CL A $6,4080.00%261 —— — —
— GRAYSCALE ETHEREUM STAKING ETF $6,3800.00%500 —— — —
FCX FREEPORT MCMORAN INC CL B $6,3520.00%101 —— — —
COHR COHERENT CORP COM $6,3120.00%16 —— — —
SYK STRYKER CORPORATION COM $6,2970.00%20 —— — —
TER TERADYNE INC COM $6,2900.00%13 —— — —
SBUX STARBUCKS CORP COM $6,2340.00%61 —— — —
USB US BANCORP COM NEW $6,2210.00%103 —— — —
APP APPLOVIN CORP COM CL A $6,1830.00%12 —— — —
QQQM INVESCO NASDAQ 100 ETF $6,0750.00%20 —— — —
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $5,8710.00%75 —— — —
SYF SYNCHRONY FINANCIAL COM $5,8560.00%77 —— — —