13FBOX
OFC FINANCIAL PLANNING, LLC · 13F 持仓分析
期权收益计算器 机构排行

OFC FINANCIAL PLANNING, LLC

No.8947 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.13亿
环比变动 Q1 2026
+$1,080.9万+10.6%
持仓股票数
56
新买入
4
加仓
15
减仓
22
清仓
3
持股不变
15
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
苹果AAPL
21.35%20.51%$2,403.0万8.3万股$2,087.3万8.2万股+802股+0.98%加仓
V先锋领航指数基金VOO
15.37%14.8%$1,730.1万2.5万股$1,506.6万2.5万股-22股-0.09%减仓
IiShares安硕信托IVV
6.14%5.93%$691.5万9,233股$603.1万9,233股00.00%持仓不变
SSPDR标普500 ETFSPY
3.83%3.71%$431.1万5,772股$377.7万5,782股-10股-0.17%减仓
PPACER FDS TR TRENDP US LAR CPPTLC
3.75%3.93%$421.6万7.2万股$400.3万7.6万股-3,939股-5.16%减仓
V先锋领航STAR基金VXUS
2.51%2.44%$283.1万3.3万股$248.6万3.2万股+883股+2.74%加仓
IiShares安硕信托ICSH
2.49%3.05%$280.6万5.5万股$310.7万6.1万股-5,909股-9.63%减仓
IiShares黄金信托IAU
2.13%2.92%$239.6万3.2万股$297.3万3.4万股-2,001股-5.93%减仓
V先锋领航·MIDVO
2.11%1.95%$237.1万2.9万股$198.1万6,898股+2.3万股+326.67%加仓
V先锋领航指数基金VB
1.94%1.73%$217.9万7,188股$176.2万6,728股+460股+6.84%加仓
V先锋领航·SMALLVBR
1.76%1.89%$198.1万8,152股$191.9万8,831股-679股-7.69%减仓
SSPDR黄金信托GLD
1.71%2.23%$192.3万5,221股$226.7万5,269股-48股-0.91%减仓
PPacer基金信托COWZ
1.7%1.93%$191.1万3.1万股$196.7万3.1万股-712股-2.26%减仓
卡特彼勒CAT
1.6%1.18%$180.5万1,695股$120.1万1,695股00.00%持仓不变
V先锋领航·FTSEVEA
1.58%1.45%$177.8万2.5万股$147.5万2.3万股+1,941股+8.43%加仓
V先锋领航·FSTEVWO
1.54%1.55%$173.8万2.9万股$158.1万2.9万股-129股-0.44%减仓
QUANTA SVCSPWR
1.54%1.3%$173.2万2,405股$132.0万2,405股00.00%持仓不变
纽柯钢铁NUE
1.49%1.25%$167.6万7,526股$127.3万7,526股00.00%持仓不变
IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD
1.4%1.57%$157.9万3.1万股$159.5万3.2万股-251股-0.79%减仓
微软MSFT
1.38%1.35%$155.5万4,169股$137.0万3,702股+467股+12.61%加仓
FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG
1.31%1.53%$147.9万2.9万股$155.2万3.2万股-2,574股-8.08%减仓
PPACER FDS TR US LRG CP CASHCOWG
1.27%1.16%$143.5万3.6万股$117.8万3.5万股+836股+2.39%加仓
IiShares安硕信托IVW
1.25%1.18%$140.7万1.0万股$119.9万1.1万股-365股-3.44%减仓
IiShares安硕·RUSSELLIWB
1.23%1.2%$138.5万3,381股$122.6万3,439股-58股-1.69%减仓
C花旗集团C
1.14%1.02%$128.0万9,142股$103.4万9,121股+21股+0.23%加仓
IInnovator ETF信托BUFB
1.07%1.18%$120.9万3.1万股$120.4万3.4万股-2,763股-8.24%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.03%1.01%$116.4万1.1万股$102.6万1.1万股00.00%持仓不变
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYBSTP
1.02%1.13%$115.4万2.9万股$114.7万3.2万股-2,508股-7.88%减仓
IINNOVATOR ETFSBUFF
1.01%1.14%$113.3万2.2万股$115.6万2.3万股-1,878股-8.03%减仓
IINNOVATOR ETFS TRPSTP
0.92%1.04%$103.3万2.8万股$105.5万3.1万股-2,509股-8.20%减仓
IiShares安硕·RUSSELLIWM
0.91%0.83%$102.5万3,413股$84.6万3,413股00.00%持仓不变
V先锋领航指数基金VTV
0.88%0.99%$99.2万4,552股$100.9万5,144股-592股-11.51%减仓
IiShares安硕信托ITOT
0.81%0.77%$91.7万5,584股$78.0万5,479股+105股+1.92%加仓
G通用动力VTI
0.78%0.73%$87.6万2,367股$74.2万2,314股+53股+2.29%加仓
英伟达NVDA
0.77%0.72%$86.9万4,343股$73.4万4,208股+135股+3.21%加仓
VistraVST
0.73%0.76%$81.7万5,150股$77.4万5,150股00.00%持仓不变
IiShares安硕信托LQD
0.6%0.7%$67.5万6,186股$71.0万6,511股-325股-4.99%减仓
PPacer基金信托PTBD
0.51%0.61%$57.8万3.0万股$61.7万3.3万股-2,370股-7.29%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.51%0.53%$57.3万5,517股$53.6万5,517股00.00%持仓不变
VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV
0.5%0.63%$56.4万4,946股$64.3万6,310股-1,364股-21.62%减仓
德州仪器TXN
0.47%0.34%$52.8万1,773股$34.5万1,776股-3股-0.17%减仓
AAlphabet Inc Class CGOOG
0.46%0.37%$51.5万1,458股$37.9万1,320股+138股+10.45%加仓
家得宝HD
0.41%0.42%$46.0万1,303股$42.9万1,303股00.00%持仓不变
麦当劳MCD
0.39%0.49%$43.8万1,620股$50.3万1,620股00.00%持仓不变
亚马逊AMZN
0.33%0.32%$37.2万1,562股$32.1万1,542股+20股+1.30%加仓
PPacer基金信托CALF
0.28%0.28%$32.0万6,314股$28.3万6,314股00.00%持仓不变
帕兰提尔PLTR
0.26%0.3%$29.6万2,535股$30.8万2,105股+430股+20.43%加仓
思科CSCO
0.25%$28.0万2,385股$00股+2,385股新买入
摩根大通JPM
0.22%0.22%$25.0万765股$22.4万763股+2股+0.26%加仓
IIBMIBM
0.21%0.2%$24.1万857股$20.8万857股00.00%持仓不变

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