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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP COM | $5,697 | 0.00% | 61 | — | — | — | — |
| CSX | CSX CORP COM | $5,609 | 0.00% | 118 | — | — | — | — |
| MAR | MARRIOTT INTL INC NEW CL A | $5,559 | 0.00% | 15 | — | — | — | — |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $5,546 | 0.00% | 86 | — | — | — | — |
| BRO | BROWN & BROWN INC COM | $5,517 | 0.00% | 86 | — | — | — | — |
| PAYX | PAYCHEX INC COM | $5,506 | 0.00% | 56 | — | — | — | — |
| TV | GRUPO TELEVISA S A B SPON ADR REP ORD | $5,420 | 0.00% | 2,000 | — | — | — | — |
| TMUS | T-MOBILE US INC COM | $5,367 | 0.00% | 32 | — | — | — | — |
| ROST | ROSS STORES INC COM | $5,321 | 0.00% | 25 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $5,297 | 0.00% | 31 | — | — | — | — |
| USMF | WISDOMTREE U.S. MULTIFACTOR FUND | $5,262 | 0.00% | 97 | — | — | — | — |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $5,237 | 0.00% | 56 | — | — | — | — |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $5,236 | 0.00% | 200 | — | — | — | — |
| AIG | AMERICAN INTL GROUP INC COM NEW | $5,217 | 0.00% | 70 | — | — | — | — |
| EQIX | EQUINIX INC COM | $5,212 | 0.00% | 5 | — | — | — | — |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $5,156 | 0.00% | 215 | — | — | — | — |
| VIK | VIKING HOLDINGS LTD ORD SHS | $5,129 | 0.00% | 49 | — | — | — | — |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $5,128 | 0.00% | 70 | — | — | — | — |
| DAL | DELTA AIR LINES INC COM NEW | $5,058 | 0.00% | 54 | — | — | — | — |
| FDX | FEDEX CORP COM | $5,010 | 0.00% | 16 | — | — | — | — |
| VLO | VALERO ENERGY CORP COM | $4,948 | 0.00% | 19 | — | — | — | — |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $4,895 | 0.00% | 106 | — | — | — | — |
| WAT | WATERS CORP COM | $4,876 | 0.00% | 13 | — | — | — | — |
| — | WARNER BROS DISCOVERY INC COM SER A | $4,825 | 0.00% | 181 | — | — | — | — |
| VV | VANGUARD LARGE-CAP ETF | $4,815 | 0.00% | 14 | — | — | — | — |
| AFL | AFLAC INC COM | $4,807 | 0.00% | 41 | — | — | — | — |
| ABNB | AIRBNB INC COM CL A | $4,722 | 0.00% | 33 | — | — | — | — |
| SPG | SIMON PPTY GROUP INC NEW COM | $4,697 | 0.00% | 21 | — | — | — | — |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $4,641 | 0.00% | 12 | — | — | — | — |
| JBL | JABIL INC COM | $4,626 | 0.00% | 12 | — | — | — | — |
| MCO | MOODYS CORP COM | $4,529 | 0.00% | 10 | — | — | — | — |
| CORZ | CORE SCIENTIFIC INC NEW COM | $4,504 | 0.00% | 176 | — | — | — | — |
| SLB | SLB LIMITED COM STK | $4,370 | 0.00% | 94 | — | — | — | — |
| FISV | FISERV INC COM | $4,365 | 0.00% | 89 | — | — | — | — |
| AME | AMETEK INC COM | $4,355 | 0.00% | 18 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4,355 | 0.00% | 35 | — | — | — | — |
| RBLX | ROBLOX CORP CL A | $4,350 | 0.00% | 80 | — | — | — | — |
| ON | ON SEMICONDUCTOR CORP COM | $4,349 | 0.00% | 46 | — | — | — | — |
| BKR | BAKER HUGHES COMPANY CL A | $4,329 | 0.00% | 78 | — | — | — | — |
| HOOD | ROBINHOOD MKTS INC COM CL A | $4,312 | 0.00% | 43 | — | — | — | — |
| MP | MP MATERIALS CORP COM CL A | $4,201 | 0.00% | 75 | — | — | — | — |
| ORLY | OREILLY AUTOMOTIVE INC COM | $4,144 | 0.00% | 45 | — | — | — | — |
| GM | GENERAL MTRS CO COM | $4,085 | 0.00% | 53 | — | — | — | — |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $4,047 | 0.00% | 112 | — | — | — | — |
| SNPS | SYNOPSYS INC COM | $4,015 | 0.00% | 9 | — | — | — | — |
| TRV | TRAVELERS COMPANIES INC COM | $3,961 | 0.00% | 12 | — | — | — | — |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3,941 | 0.00% | 41 | — | — | — | — |
| NET | CLOUDFLARE INC CL A COM | $3,924 | 0.00% | 16 | — | — | — | — |
| PH | PARKER-HANNIFIN CORP COM | $3,912 | 0.00% | 4 | — | — | — | — |
| AMKR | AMKOR TECHNOLOGY INC COM | $3,880 | 0.00% | 45 | — | — | — | — |
| CRH | CRH PLC ORD | $3,852 | 0.00% | 36 | — | — | — | — |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $3,826 | 0.00% | 88 | — | — | — | — |
| CTVA | CORTEVA INC COM | $3,811 | 0.00% | 45 | — | — | — | — |
| VST | VISTRA CORP COM | $3,807 | 0.00% | 24 | — | — | — | — |
| TGT | TARGET CORP COM | $3,788 | 0.00% | 29 | — | — | — | — |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $3,783 | 0.00% | 236 | — | — | — | — |
| GEN | GEN DIGITAL INC COM | $3,758 | 0.00% | 151 | — | — | — | — |
| FAST | FASTENAL CO COM | $3,746 | 0.00% | 78 | — | — | — | — |
| REGN | REGENERON PHARMACEUTICALS COM | $3,741 | 0.00% | 6 | — | — | — | — |
| CNC | CENTENE CORP DEL COM | $3,723 | 0.00% | 58 | — | — | — | — |
| NTAP | NETAPP INC COM | $3,714 | 0.00% | 24 | — | — | — | — |
| VKTX | VIKING THERAPEUTICS INC COM | $3,667 | 0.00% | 94 | — | — | — | — |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $3,662 | 0.00% | 20 | — | — | — | — |
| NXPI | NXP SEMICONDUCTORS N V COM | $3,653 | 0.00% | 13 | — | — | — | — |
| OTIS | OTIS WORLDWIDE CORP COM | $3,652 | 0.00% | 51 | — | — | — | — |
| AON | AON PLC SHS CL A | $3,649 | 0.00% | 11 | — | — | — | — |
| ECL | ECOLAB INC COM | $3,622 | 0.00% | 13 | — | — | — | — |
| PENN | PENN ENTERTAINMENT INC COM | $3,588 | 0.00% | 168 | — | — | — | — |
| CI | THE CIGNA GROUP COM | $3,584 | 0.00% | 13 | — | — | — | — |
| DHI | D R HORTON INC COM | $3,583 | 0.00% | 22 | — | — | — | — |
| HUM | HUMANA INC COM | $3,575 | 0.00% | 9 | — | — | — | — |
| CMI | CUMMINS INC COM | $3,566 | 0.00% | 5 | — | — | — | — |
| ATI | ATI INC COM | $3,548 | 0.00% | 18 | — | — | — | — |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,530 | 0.00% | 41 | — | — | — | — |
| VTRS | VIATRIS INC COM | $3,509 | 0.00% | 221 | — | — | — | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $3,501 | 0.00% | 10 | — | — | — | — |
| KKR | KKR & CO INC COM | $3,488 | 0.00% | 38 | — | — | — | — |
| P | EVERPURE INC CL A | $3,467 | 0.00% | 44 | — | — | — | — |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $3,413 | 0.00% | 24 | — | — | — | — |
| RSG | REPUBLIC SVCS INC COM | $3,409 | 0.00% | 16 | — | — | — | — |
| KDP | KEURIG DR PEPPER INC COM | $3,404 | 0.00% | 104 | — | — | — | — |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $3,393 | 0.00% | 80 | — | — | — | — |
| COO | COOPER COS INC COM | $3,370 | 0.00% | 47 | — | — | — | — |
| PCAR | PACCAR INC COM | $3,363 | 0.00% | 28 | — | — | — | — |
| YUM | YUM BRANDS INC COM | $3,357 | 0.00% | 21 | — | — | — | — |
| — | AMERICAN BITCOIN CORP. COM CL A | $3,354 | 0.00% | 4,925 | — | — | — | — |
| BSX | BOSTON SCIENTIFIC CORP COM | $3,329 | 0.00% | 78 | — | — | — | — |
| MTZ | MASTEC INC COM | $3,328 | 0.00% | 8 | — | — | — | — |
| ACGL | ARCH CAP GROUP LTD ORD | $3,300 | 0.00% | 34 | — | — | — | — |
| ITW | ILLINOIS TOOL WKS INC COM | $3,246 | 0.00% | 12 | — | — | — | — |
| — | WEBSTER FINL CORP COM | $3,133 | 0.00% | 41 | — | — | — | — |
| HAL | HALLIBURTON CO COM | $3,123 | 0.00% | 92 | — | — | — | — |
| EOG | EOG RES INC COM | $3,114 | 0.00% | 24 | — | — | — | — |
| CME | CME GROUP INC COM | $3,092 | 0.00% | 14 | — | — | — | — |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $3,043 | 0.00% | 8 | — | — | — | — |
| IRM | IRON MTN INC DEL COM | $3,031 | 0.00% | 24 | — | — | — | — |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $3,022 | 0.00% | 67 | — | — | — | — |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $2,959 | 0.00% | 34 | — | — | — | — |
| CAR | AVIS BUDGET GROUP INC COM | $2,957 | 0.00% | 20 | — | — | — | — |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $2,955 | 0.00% | 24 | — | — | — | — |