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
KMI KINDER MORGAN INC DEL COM $1,9180.00%60 —— — —
CPRT COPART INC COM $1,9170.00%68 —— — —
ATO ATMOS ENERGY CORP COM $1,8950.00%11 —— — —
MORN MORNINGSTAR INC COM $1,8720.00%12 —— — —
SNX TD SYNNEX CORPORATION COM $1,8710.00%7 —— — —
WEC WEC ENERGY GROUP INC COM $1,8680.00%16 —— — —
HLN HALEON PLC SPON ADS $1,8660.00%200 —— — —
DOW DOW HLDGS INC COM $1,8600.00%68 —— — —
TWLO TWILIO INC CL A $1,8570.00%9 —— — —
LUV SOUTHWEST AIRLS CO COM $1,8520.00%36 —— — —
DUOL DUOLINGO INC CL A COM $1,8400.00%16 —— — —
CMS CMS ENERGY CORP COM $1,8360.00%24 —— — —
ADM ARCHER DANIELS MIDLAND CO COM $1,8340.00%24 —— — —
CRL CHARLES RIV LABS INTL INC COM $1,8140.00%8 —— — —
TOL TOLL BROTHERS INC COM $1,8120.00%11 —— — —
TOST TOAST INC CL A $1,8080.00%65 —— — —
EWBC EAST WEST BANCORP INC COM $1,8070.00%14 —— — —
HEI/A HEICO CORP NEW CL A $1,8050.00%7 —— — —
SWK STANLEY BLACK & DECKER INC COM $1,7880.00%19 —— — —
PK PARK HOTELS & RESORTS INC COM $1,7810.00%125 —— — —
CNP CENTERPOINT ENERGY INC COM $1,7620.00%40 —— — —
HRL HORMEL FOODS CORP COM $1,7620.00%71 —— — —
VRSN VERISIGN INC COM $1,7610.00%7 —— — —
NRG NRG ENERGY INC COM NEW $1,7530.00%12 —— — —
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $1,7500.00%7 —— — —
JEF JEFFERIES FINANCIAL GROUP INC COM $1,7490.00%35 —— — —
TKR TIMKEN CO COM $1,7440.00%12 —— — —
ODFL OLD DOMINION FREIGHT LINE INC COM $1,7330.00%8 —— — —
POOL POOL CORP COM $1,7190.00%8 —— — —
AMRZ AMRIZE LTD SHS $1,7060.00%32 —— — —
PINS PINTEREST INC CL A $1,7030.00%81 —— — —
CFR CULLEN FROST BANKERS INC COM $1,7000.00%11 —— — —
L LOEWS CORP COM $1,6980.00%15 —— — —
ROP ROPER TECHNOLOGIES INC COM $1,6920.00%5 —— — —
STE STERIS PLC SHS USD $1,6850.00%8 —— — —
LSCC LATTICE SEMICONDUCTOR CORP COM $1,6830.00%11 —— — —
GPK GRAPHIC PACKAGING HLDG CO COM $1,6810.00%159 —— — —
CPAY CORPAY INC COM SHS $1,6660.00%5 —— — —
GRMN GARMIN LTD SHS $1,6630.00%7 —— — —
EME EMCOR GROUP INC COM $1,6600.00%2 —— — —
ESTC ELASTIC N V ORD SHS $1,6540.00%29 —— — —
WY WEYERHAEUSER CO COM NEW $1,6520.00%69 —— — —
VNO VORNADO RLTY TR SH BEN INT $1,6510.00%42 —— — —
XPO XPO INC COM $1,6420.00%8 —— — —
NTRA NATERA INC COM $1,6290.00%6 —— — —
FTAI FTAI AVIATION LTD SHS $1,6230.00%6 —— — —
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $1,6220.00%34 —— — —
LULU LULULEMON ATHLETICA INC COM $1,5990.00%14 —— — —
PSA PUBLIC STORAGE COM $1,5920.00%5 —— — —
CASY CASEYS GEN STORES INC COM $1,5900.00%2 —— — —
NTNX NUTANIX INC CL A $1,5800.00%31 —— — —
MSTR STRATEGY INC CL A NEW $1,5650.00%18 —— — —
TEAM ATLASSIAN CORPORATION CL A $1,5560.00%20 —— — —
ZM ZOOM COMMUNICATIONS INC CL A $1,5540.00%18 —— — —
AFRM AFFIRM HLDGS INC COM CL A $1,5490.00%19 —— — —
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND $1,5250.00%31 —— — —
ES EVERSOURCE ENERGY COM $1,5180.00%21 —— — —
NBIX NEUROCRINE BIOSCIENCES INC COM $1,5170.00%9 —— — —
ALV AUTOLIV INC COM $1,5100.00%13 —— — —
TREX TREX INC COM $1,5010.00%30 —— — —
TTAN SERVICETITAN INC SHS CL A $1,4850.00%21 —— — —
FLS FLOWSERVE CORP COM $1,4830.00%20 —— — —
RIVN RIVIAN AUTOMOTIVE INC COM CL A $1,4750.00%85 —— — —
HST HOST HOTELS & RESORTS INC COM $1,4700.00%62 —— — —
SOLV SOLVENTUM CORP COM SHS $1,4660.00%19 —— — —
JBHT HUNT J B TRANS SVCS INC COM $1,4470.00%5 —— — —
ARES ARES MANAGEMENT CORPORATION CL A COM STK $1,4470.00%13 —— — —
UHAL/B U HAUL HOLDING COMPANY COM SER N $1,4430.00%25 —— — —
ERIE ERIE INDTY CO CL A $1,4390.00%6 —— — —
RRX REGAL REXNORD CORPORATION COM $1,4290.00%6 —— — —
AVTR AVANTOR INC COM $1,4160.00%143 —— — —
TKO TKO GROUP HOLDINGS INC CL A $1,4090.00%7 —— — —
LPLA LPL FINL HLDGS INC COM $1,4080.00%5 —— — —
AMH AMERICAN HOMES 4 RENT CL A $1,4080.00%42 —— — —
OMF ONEMAIN HLDGS INC COM $1,4020.00%23 —— — —
CACI CACI INTL INC CL A $1,3900.00%3 —— — —
SHW SHERWIN WILLIAMS CO COM $1,3770.00%4 —— — —
AMP AMERIPRISE FINL INC COM $1,3760.00%3 —— — —
SLM SLM CORP COM $1,3750.00%53 —— — —
PHM PULTE GROUP INC COM $1,3720.00%10 —— — —
VPU VANGUARD UTILITIES ETF $1,3700.00%7 —— — —
SN SHARKNINJA INC COM SHS $1,3700.00%9 —— — —
CCI CROWN CASTLE INC COM $1,3630.00%18 —— — —
MKC MCCORMICK & CO INC COM NON VTG $1,3610.00%27 —— — —
GDDY GODADDY INC CL A $1,3580.00%16 —— — —
REG REGENCY CTRS CORP COM $1,3560.00%17 —— — —
DD DUPONT DE NEMOURS INC COMMON STOCK $1,3560.00%10 —— — —
APG API GROUP CORP COM STK $1,3550.00%32 —— — —
CHWY CHEWY INC CL A $1,3360.00%68 —— — —
CAVA CAVA GROUP INC COM $1,3340.00%17 —— — —
MKSI MKS INC. COM $1,3340.00%3 —— — —
AGNC AGNC INVT CORP COM $1,3300.00%122 —— — —
RYAN RYAN SPECIALTY HOLDINGS INC CL A $1,3220.00%35 —— — —
KNSL KINSALE CAP GROUP INC COM $1,3190.00%4 —— — —
ZION ZIONS BANCORPORATION NATL ASSN COM $1,3150.00%19 —— — —
EXR EXTRA SPACE STORAGE INC COM $1,3080.00%9 —— — —
INTU INTUIT COM $1,3050.00%5 —— — —
CRBG COREBRIDGE FINL INC COM $1,2880.00%45 —— — —
DXCM DEXCOM INC COM $1,2800.00%19 —— — —
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $1,2800.00%20 —— — —