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
WDAY WORKDAY INC CL A $2,9380.00%24 —— — —
PNFP PINNACLE FINL PARTNERS INC COM $2,9260.00%29 —— — —
A AGILENT TECHNOLOGIES INC COM $2,9220.00%22 —— — —
ARKK ARK INNOVATION ETF $2,9100.00%36 —— — —
LHX L3HARRIS TECHNOLOGIES INC COM $2,9060.00%10 —— — —
NI NISOURCE INC COM $2,9010.00%61 —— — —
Q QNITY ELECTRONICS INC COMMON STOCK $2,8600.00%18 —— — —
CAH CARDINAL HEALTH INC COM $2,8510.00%12 —— — —
NKE NIKE INC CL B $2,8320.00%69 —— — —
COR CENCORA INC COM $2,8300.00%10 —— — —
KVUE KENVUE INC COM $2,8280.00%148 —— — —
EW EDWARDS LIFESCIENCES CORP COM $2,8040.00%31 —— — —
ISRG INTUITIVE SURGICAL INC COM NEW $2,7840.00%7 —— — —
VOT VANGUARD MID-CAP GROWTH ETF $2,7570.00%9 —— — —
KMB KIMBERLY-CLARK CORP COM $2,7440.00%25 —— — —
MCHP MICROCHIP TECHNOLOGY INC. COM $2,7360.00%30 —— — —
HCA HCA HEALTHCARE INC COM $2,7290.00%7 —— — —
TDG TRANSDIGM GROUP INC COM $2,6640.00%2 —— — —
CL COLGATE PALMOLIVE CO COM $2,6590.00%29 —— — —
ZTS ZOETIS INC CL A $2,6590.00%37 —— — —
TPR TAPESTRY INC COM $2,6350.00%18 —— — —
ATR APTARGROUP INC COM $2,6290.00%21 —— — —
LAD LITHIA MTRS INC COM $2,6140.00%9 —— — —
NTRS NORTHERN TR CORP COM $2,6080.00%15 —— — —
DASH DOORDASH INC CL A $2,5830.00%14 —— — —
CSGP COSTAR GROUP INC COM $2,5490.00%90 —— — —
NOC NORTHROP GRUMMAN CORP COM $2,5470.00%5 —— — —
STT STATE STR CORP COM $2,5440.00%15 —— — —
RMD RESMED INC COM $2,5330.00%13 —— — —
DG DOLLAR GEN CORP COM $2,5320.00%22 —— — —
FDS FACTSET RESH SYS INC COM $2,5310.00%11 —— — —
TSCO TRACTOR SUPPLY CO COM $2,5290.00%80 —— — —
ADSK AUTODESK INC COM $2,5270.00%13 —— — —
STLD STEEL DYNAMICS INC COM $2,5240.00%11 —— — —
PCG PG&E CORP COM $2,5230.00%150 —— — —
FHN FIRST HORIZON CORPORATION COM $2,4870.00%97 —— — —
ONB OLD NATL BANCORP IND COM $2,4860.00%96 —— — —
VEEV VEEVA SYS INC CL A COM $2,4850.00%14 —— — —
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $2,4810.00%28 —— — —
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $2,4800.00%166 —— — —
DVN DEVON ENERGY CORP NEW COM $2,4790.00%60 —— — —
ROK ROCKWELL AUTOMATION INC COM $2,4750.00%5 —— — —
SAP SAP SE SPON ADR $2,4660.00%16 —— — —
HBAN HUNTINGTON BANCSHARES INC COM $2,4640.00%139 —— — —
BPOP POPULAR INC COM NEW $2,4630.00%15 —— — —
DT DYNATRACE INC COM NEW $2,4590.00%56 —— — —
MDT MEDTRONIC PLC SHS $2,4250.00%31 —— — —
BE BLOOM ENERGY CORP COM CL A $2,4220.00%8 —— — —
AAL AMERICAN AIRLINES GROUP INC COM $2,4210.00%134 —— — —
TRGP TARGA RES CORP COM $2,4130.00%9 —— — —
ALNY ALNYLAM PHARMACEUTICALS INC COM $2,4080.00%8 —— — —
HIG HARTFORD INSURANCE GROUP INC COM $2,3850.00%18 —— — —
NDAQ NASDAQ INC COM $2,3650.00%30 —— — —
COIN COINBASE GLOBAL INC COM CL A $2,3390.00%16 —— — —
FE FIRSTENERGY CORP COM $2,3290.00%49 —— — —
ED CONSOLIDATED EDISON INC COM $2,3230.00%21 —— — —
AVAV AEROVIRONMENT INC COM $2,3110.00%14 —— — —
DOCU DOCUSIGN INC COM $2,3100.00%52 —— — —
VTR VENTAS INC COM $2,3090.00%26 —— — —
IP INTERNATIONAL PAPER CO COM $2,2860.00%60 —— — —
FANG DIAMONDBACK ENERGY INC COM $2,2850.00%13 —— — —
PODD INSULET CORP COM $2,2840.00%15 —— — —
LFUS LITTELFUSE INC COM $2,2770.00%5 —— — —
URI UNITED RENTALS INC COM $2,2660.00%2 —— — —
DGICA DONEGAL GROUP INC CL A $2,2630.00%120 —— — —
AXON AXON ENTERPRISE INC COM $2,2420.00%4 —— — —
BR BROADRIDGE FINL SOLUTIONS INC COM $2,1910.00%16 —— — —
AU ANGLOGOLD ASHANTI PLC COM SHS $2,1840.00%27 —— — —
— PACER INDUSTRIAL REAL ESTATE ETF $2,1710.00%54 —— — —
XEL XCEL ENERGY INC COM $2,1680.00%27 —— — —
MRSH MARSH & MCLENNAN COS INC COM $2,1670.00%13 —— — —
WAB WABTEC COM $2,1570.00%8 —— — —
DLR DIGITAL RLTY TR INC COM $2,1550.00%12 —— — —
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $2,1390.00%27 —— — —
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $2,1360.00%9 —— — —
CHD CHURCH & DWIGHT CO INC COM $2,1310.00%22 —— — —
EQT EQT CORP COM $2,1270.00%40 —— — —
IDXX IDEXX LABS INC COM $2,1060.00%4 —— — —
HUBB HUBBELL INC COM $2,0930.00%4 —— — —
WTW WILLIS TOWERS WATSON PLC LTD SHS $2,0910.00%8 —— — —
MSI MOTOROLA SOLUTIONS INC COM NEW $2,0760.00%5 —— — —
WCC WESCO INTL INC COM $2,0730.00%6 —— — —
OC OWENS CORNING NEW COM $2,0660.00%13 —— — —
SOFI SOFI TECHNOLOGIES INC COM $2,0620.00%115 —— — —
PPC PILGRIMS PRIDE CORP COM $2,0520.00%73 —— — —
TROW PRICE T ROWE GROUP INC COM $2,0460.00%18 —— — —
MPC MARATHON PETE CORP COM $2,0450.00%8 —— — —
IOT SAMSARA INC COM CL A $2,0430.00%63 —— — —
DOV DOVER CORP COM $2,0190.00%9 —— — —
PNR PENTAIR PLC SHS $1,9930.00%26 —— — —
XYZ BLOCK INC CL A $1,9760.00%26 —— — —
CVNA CARVANA CO CL A $1,9750.00%30 —— — —
— WISDOMTREE QUANTUM COMPUTING FUND $1,9660.00%52 —— — —
— LEVERAGE SHARES 2X LONG USAR DAILY ETF $1,9600.00%168 —— — —
VLTO VERALTO CORP COM SHS $1,9510.00%22 —— — —
STZ CONSTELLATION BRANDS INC CL A $1,9470.00%14 —— — —
IQV IQVIA HLDGS INC COM $1,9320.00%10 —— — —
WTFC WINTRUST FINL CORP COM $1,9290.00%12 —— — —
AEE AMEREN CORP COM $1,9220.00%17 —— — —
ARW ARROW ELECTRS INC COM $1,9210.00%9 —— — —