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
DGX QUEST DIAGNOSTICS INC COM $1,2720.00%6 —— — —
EL LAUDER ESTEE COS INC CL A $1,2630.00%16 —— — —
VRSK VERISK ANALYTICS INC COM $1,2570.00%7 —— — —
SYY SYSCO CORP COM $1,2540.00%15 —— — —
GTLB GITLAB INC CLASS A COM $1,2520.00%41 —— — —
UDR UDR INC COM $1,2380.00%31 —— — —
SBAC SBA COMMUNICATIONS CORP CL A $1,2350.00%7 —— — —
OWL BLUE OWL CAPITAL INC COM CL A $1,2340.00%141 —— — —
CRS CARPENTER TECHNOLOGY CORP COM $1,2340.00%2 —— — —
IR INGERSOLL RAND INC COM $1,2300.00%15 —— — —
KHC KRAFT HEINZ CO COM $1,2280.00%52 —— — —
FLUT FLUTTER ENTMT PLC SHS $1,2260.00%12 —— — —
KR KROGER CO COM $1,2220.00%22 —— — —
LNT ALLIANT ENERGY CORP COM $1,2210.00%16 —— — —
CBOE CBOE GLOBAL MKTS INC COM $1,2130.00%5 —— — —
RGLD ROYAL GOLD INC COM $1,1980.00%6 —— — —
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $1,1880.00%58 —— — —
NWS NEWS CORP NEW CL B $1,1790.00%42 —— — —
SGI SOMNIGROUP INTERNATIONAL INC COM $1,1760.00%15 —— — —
RBA RB GLOBAL INC COM $1,1650.00%10 —— — —
H HYATT HOTELS CORP COM CL A $1,1630.00%6 —— — —
NLR VANECK URANIUM AND NUCLEAR ETF $1,1600.00%10 —— — —
EES WISDOMTREE U.S. SMALLCAP FUND $1,1520.00%17 —— — —
INVH INVITATION HOMES INC COM $1,1480.00%38 —— — —
INGR INGREDION INC COM $1,1370.00%12 —— — —
FTI TECHNIPFMC PLC COM $1,1270.00%17 —— — —
FNB F N B CORP COM $1,1260.00%59 —— — —
CFG CITIZENS FINL GROUP INC COM $1,1210.00%16 —— — —
MSCI MSCI INC COM $1,1200.00%2 —— — —
CRWV COREWEAVE INC COM CL A $1,0950.00%11 —— — —
GRAL GRAIL INC COM $1,0920.00%16 —— — —
MUR MURPHY OIL CORP COM $1,0740.00%33 —— — —
SW SMURFIT WESTROCK PLC SHS $1,0640.00%23 —— — —
RGA REINSURANCE GROUP AMER INC COM NEW $1,0630.00%5 —— — —
PEG PUBLIC SVC ENTERPRISE GROUP COM $1,0550.00%13 —— — —
HPQ HP INC COM $1,0530.00%48 —— — —
OVV OVINTIV INC COM $1,0530.00%20 —— — —
PCTY PAYLOCITY HLDG CORP COM $1,0450.00%10 —— — —
VUG VANGUARD GROWTH ETF $1,0340.00%12 —— — —
NVT NVENT ELEC PLC SHS $1,0180.00%6 —— — —
TXT TEXTRON INC COM $1,0090.00%11 —— — —
MDB MONGODB INC CL A $1,0080.00%3 —— — —
— LIBERTY BROADBAND CORP COM SER C $9980.00%30 —— — —
DLTR DOLLAR TREE INC COM $9680.00%8 —— — —
RBRK RUBRIK INC. CL A $9630.00%12 —— — —
QHY WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND $9620.00%21 —— — —
OHI OMEGA HEALTHCARE INVS INC COM $9540.00%20 —— — —
PKG PACKAGING CORP AMER COM $9530.00%4 —— — —
UAL UNITED AIRLS HLDGS INC COM $9520.00%7 —— — —
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $9510.00%10 —— — —
RNR RENAISSANCERE HLDGS LTD COM $9510.00%3 —— — —
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $9480.00%18 —— — —
CBRE CBRE GROUP INC CL A $9430.00%7 —— — —
CINF CINCINNATI FINL CORP COM $9260.00%5 —— — —
IVZ INVESCO LTD SHS $9240.00%35 —— — —
VRNS VARONIS SYS INC COM $9230.00%22 —— — —
LAZ LAZARD INC COM $9230.00%22 —— — —
PTC PTC INC COM $9090.00%8 —— — —
IT GARTNER INC COM $9070.00%7 —— — —
CLH CLEAN HARBORS INC COM $8960.00%3 —— — —
CPB THE CAMPBELLS COMPANY COM $8910.00%40 —— — —
CRUS CIRRUS LOGIC INC COM $8910.00%6 —— — —
DPZ DOMINOS PIZZA INC COM $8880.00%3 —— — —
CPNG COUPANG INC CL A $8860.00%51 —— — —
SEIC SEI INVTS CO COM $8770.00%10 —— — —
IBRX IMMUNITYBIO INC COM $8760.00%100 —— — —
WLK WESTLAKE CORPORATION COM $8760.00%12 —— — —
ALLY ALLY FINL INC COM $8730.00%19 —— — —
BJ BJS WHSL CLUB HLDGS INC COM $8720.00%10 —— — —
UMBF UMB FINL CORP COM $8570.00%6 —— — —
VFC V F CORP COM $8510.00%51 —— — —
ZS ZSCALER INC COM $8470.00%6 —— — —
HR HEALTHCARE RLTY TR CL A COM $8470.00%42 —— — —
SFM SPROUTS FMRS MKT INC COM $8460.00%10 —— — —
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND $8410.00%13 —— — —
RPRX ROYALTY PHARMA PLC SHS CLASS A $8410.00%15 —— — —
MANH MANHATTAN ASSOCIATES INC COM $8360.00%6 —— — —
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF $8330.00%7 —— — —
FFIV F5 INC COM $8320.00%2 —— — —
EFA ISHARES MSCI EAFE ETF $8310.00%8 —— — —
AKAM AKAMAI TECHNOLOGIES INC COM $8270.00%7 —— — —
AMCR AMCOR PLC COM NEW $8240.00%19 —— — —
CMG CHIPOTLE MEXICAN GRILL INC COM $8160.00%24 —— — —
ALB ALBEMARLE CORP COM $8100.00%6 —— — —
SSB SOUTHSTATE BK CORP COM $7990.00%8 —— — —
FTV FORTIVE CORP COM $7940.00%13 —— — —
INCY INCYTE CORP COM $7940.00%7 —— — —
S SENTINELONE INC CL A $7810.00%46 —— — —
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF $7810.00%35 —— — —
FBIN FORTUNE BRANDS INNOVATIONS INC COM $7690.00%14 —— — —
DRS LEONARDO DRS INC COM $7680.00%18 —— — —
RVMD REVOLUTION MEDICINES INC COM $7490.00%4 —— — —
WAL WESTERN ALLIANCE BANCORP COM $7400.00%9 —— — —
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND $7370.00%7 —— — —
EXE EXPAND ENERGY CORPORATION COM $7300.00%8 —— — —
TTD THE TRADE DESK INC COM CL A $7230.00%40 —— — —
SARO STANDARDAERO INC COM $7180.00%24 —— — —
WST WEST PHARMACEUTICAL SVSC INC COM $7180.00%2 —— — —
TRMB TRIMBLE INC COM $7170.00%14 —— — —
ELDN ELEDON PHARMACEUTICALS INC COM $7130.00%181 —— — —