13FBOX
Asset Planning,Inc · 13F 持仓分析
期权收益计算器 机构排行

Asset Planning,Inc

No.8050 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.54亿
环比变动 Q1 2026
+$1,349.1万+9.6%
持仓股票数
334
新买入
43
加仓
96
减仓
44
清仓
7
持股不变
151
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
礼来LLY
10.3%8.82%$1,586.8万1.3万股$1,240.9万1.3万股-261股-1.93%减仓
亚马逊AMZN
9.45%9.38%$1,455.9万6.1万股$1,318.5万6.3万股-2,222股-3.51%减仓
TransDigmTDG
7.58%7.44%$1,167.6万8,766股$1,046.6万9,031股-265股-2.93%减仓
好事达ALL
7.36%6.78%$1,134.3万3.2万股$953.0万3.3万股-1,395股-4.21%减仓
苹果AAPL
5.76%5.6%$887.4万3.1万股$786.8万3.1万股-336股-1.08%减仓
好市多COST
3.97%5.25%$612.3万6,545股$738.9万7,415股-870股-11.73%减仓
英伟达NVDA
3.09%2.89%$475.8万2.4万股$406.3万2.3万股+485股+2.08%加仓
WELLTOWER COMWELL
3.01%2.83%$464.2万2.0万股$397.5万2.0万股+345股+1.72%加仓
麦当劳MCD
2.25%2.88%$346.0万1.3万股$405.5万1.3万股-248股-1.90%减仓
ALTRIAMO
2.21%2.3%$340.8万4.7万股$324.0万4.9万股-1,728股-3.52%减仓
REALTY INCOME COMO
2%1.99%$307.9万5.0万股$279.7万4.6万股+3,975股+8.69%加仓
爱德华生命科学EW
1.55%1.49%$238.5万2.6万股$209.9万2.6万股+153股+0.58%加仓
威瑞森VZ
1.34%1.8%$207.0万4.9万股$252.7万5.0万股-1,439股-2.86%减仓
AAlphabet Inc Class CGOOG
1.26%1.11%$194.2万5,497股$156.2万5,445股+52股+0.96%加仓
微软MSFT
1.23%1.35%$190.3万5,102股$189.4万5,116股-14股-0.27%减仓
SEMPRA COMSRE
1.22%1.39%$187.3万2.0万股$195.3万2.0万股+101股+0.50%加仓
雪佛龙CVX
1.08%1.44%$166.3万1.0万股$202.6万9,791股+239股+2.44%加仓
伯克希尔哈撒韦BRK.B
1.02%1.23%$156.4万3,126股$172.3万3,596股-470股-13.07%减仓
星巴克SBUX
1%0.96%$153.7万1.5万股$135.5万1.5万股-90股-0.59%减仓
CHUBB LIMITEDCB
0.97%1.04%$149.8万4,397股$146.5万4,495股-98股-2.18%减仓
NETFLIXNFLX
0.96%1.49%$147.9万2.1万股$209.3万2.2万股-1,050股-4.82%减仓
AMD超威AMD
0.95%0.37%$146.7万2,526股$51.4万2,526股00.00%持仓不变
卡特彼勒CAT
0.94%0.62%$144.6万1,358股$87.6万1,236股+122股+9.87%加仓
宝洁PG
0.89%0.95%$136.5万9,308股$133.6万9,248股+60股+0.65%加仓
万事达MA
0.86%0.96%$132.9万2,588股$135.6万2,713股-125股-4.61%减仓
埃克森美孚XOM
0.84%0.89%$130.1万9,513股$124.8万7,354股+2,159股+29.36%加仓
南方电力SO
0.82%0.88%$126.7万1.3万股$124.2万1.3万股+374股+2.91%加仓
强生JNJ
0.78%0.87%$119.9万4,722股$122.1万4,996股-274股-5.48%减仓
思科CSCO
0.77%0.56%$119.1万1.0万股$78.5万1.0万股+18股+0.18%加仓
C花旗集团C
0.73%0.65%$112.9万8,070股$91.5万8,070股00.00%持仓不变
爱迪生国际EIX
0.72%0.72%$110.7万1.5万股$101.4万1.4万股+1,002股+7.23%加仓
ROYAL CARIBBEANRCL
0.68%0.65%$104.8万3,300股$90.8万3,300股00.00%持仓不变
百时美施贵宝BMY
0.65%0.77%$100.2万1.7万股$108.1万1.8万股-446股-2.50%减仓
特斯拉TSLA
0.64%0.61%$99.3万2,361股$85.6万2,303股+58股+2.52%加仓
爱迪生联合电气ED
0.64%0.72%$98.4万8,899股$100.6万8,885股+14股+0.16%加仓
洛克希德马丁LMT
0.63%0.78%$97.4万1,912股$109.5万1,811股+101股+5.58%加仓
摩根大通JPM
0.6%0.59%$92.5万2,827股$83.0万2,822股+5股+0.18%加仓
雷神技术RTX
0.58%0.68%$89.9万4,738股$96.0万4,977股-239股-4.80%减仓
家得宝HD
0.5%0.45%$77.7万2,204股$63.8万1,940股+264股+13.61%加仓
WASTE MGMT DELWM
0.49%0.56%$76.2万3,419股$78.3万3,407股+12股+0.35%加仓
艾伯维ABBV
0.49%0.42%$74.9万2,977股$58.4万2,686股+291股+10.83%加仓
VIKING ORD SHSVIK
0.44%0.32%$68.4万6,535股$45.1万6,135股+400股+6.52%加仓
N新纪元能源NEE
0.37%0.43%$57.0万6,499股$60.1万6,467股+32股+0.49%加仓
SIMON PPTY NEW COMSPG
0.37%0.34%$56.7万2,535股$47.3万2,535股00.00%持仓不变
万豪MAR
0.36%0.41%$56.1万1,515股$57.9万1,770股-255股-14.41%减仓
可口可乐KO
0.36%0.37%$55.6万6,841股$51.7万6,795股+46股+0.68%加仓
美光科技MU
0.33%0.1%$51.0万442股$13.9万413股+29股+7.02%加仓
Q高通QCOM
0.3%0.23%$46.7万2,526股$32.4万2,518股+8股+0.32%加仓
沃尔玛WMT
0.29%0.33%$44.4万3,923股$46.4万3,731股+192股+5.15%加仓
霍尼韦尔HON
0.29%0.62%$44.2万1,974股$87.2万3,856股-1,882股-48.81%减仓

🧭 机构资金流板块热力图

净流出 净流入