13FBOX
Plan A Wealth LLC · 13F 持仓分析
期权收益计算器 机构排行

Plan A Wealth LLC

No.6583 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.35亿
环比变动 Q1 2026
+$2,633.8万+12.6%
持仓股票数
194
新买入
31
加仓
102
减仓
51
清仓
15
持股不变
10
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
NNORTHERN LTS FD TR IVPTL
19.36%18.24%$4,551.7万15.9万股$3,807.8万15.2万股+7,126股+4.69%加仓
UUNIFIED SER TROAIM
13.33%13.08%$3,134.1万65.5万股$2,730.6万63.4万股+2.1万股+3.32%加仓
伯克希尔哈撒韦BRK.A
7.96%8.6%$1,872.1万25股$1,795.4万25股00.00%持仓不变
TTIMOTHY PLANTPSC
3.73%3.59%$876.7万18.3万股$749.2万17.7万股+6,208股+3.52%加仓
IINSPIRE CORPORATE BOND ETFIBD
3.26%3.4%$765.5万32.2万股$709.4万29.7万股+2.5万股+8.30%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
2.96%3.12%$696.5万28.9万股$651.6万26.8万股+2.0万股+7.47%加仓
英伟达NVDA
2.49%2.45%$586.5万2.9万股$511.4万2.9万股-12股-0.04%减仓
V先锋领航斯科茨代尔基金VGIT
2.33%2.34%$548.3万9.3万股$488.9万8.2万股+1.1万股+13.24%加仓
AABRDN BLOOMBERGBCI
2.05%2.49%$482.2万21.6万股$520.0万21.4万股+1,790股+0.84%加仓
NNORTHERN LTS FD TR IVWWJD
1.33%1.44%$311.9万8.2万股$300.9万8.0万股+1,321股+1.64%加仓
苹果AAPL
1.28%1.25%$301.4万1.0万股$260.3万1.0万股+157股+1.53%加仓
微软MSFT
1.12%1.22%$263.6万7,066股$254.1万6,864股+202股+2.94%加仓
IiShares安硕信托IVV
1.06%1.32%$249.8万3,335股$276.3万4,230股-895股-21.16%减仓
谷歌AGOOGL
1%0.91%$234.6万6,565股$190.5万6,625股-60股-0.91%减仓
TTEXAS PACIFIC LAND CORPORATITPL
0.83%1.18%$195.6万4,470股$245.6万5,175股-705股-13.62%减仓
伯克希尔哈撒韦BRK.B
0.68%1.06%$159.4万3,185股$221.7万4,627股-1,442股-31.16%减仓
博通AVGO
0.64%0.54%$150.2万3,975股$113.7万3,675股+300股+8.16%加仓
SSPDR标普500 ETFSPY
0.64%0.57%$149.7万2,005股$119.5万1,837股+168股+9.15%加仓
S嘉信策略信托SCHF
0.57%0.68%$134.1万4.8万股$142.3万5.7万股-9,056股-15.75%减仓
GE航空GE
0.56%0.48%$132.3万3,541股$100.3万3,535股+6股+0.17%加仓
台积电TSM
0.55%0.41%$129.5万2,711股$85.3万2,524股+187股+7.41%加仓
F富达·MERRIMACK STR TRFBND
0.49%0.36%$115.5万2.5万股$75.3万1.7万股+8,883股+53.81%加仓
AMETEK COMAME
0.48%0.45%$113.9万4,706股$94.8万4,421股+285股+6.45%加仓
OOREILLY AUTOMOTIVE COMORLY
0.46%0.46%$107.6万1.2万股$96.3万1.0万股+1,257股+12.05%加仓
GE VernovaGEV
0.45%0.38%$106.6万907股$79.1万906股+1股+0.11%加仓
好市多COST
0.45%0.5%$106.5万1,138股$104.9万1,053股+85股+8.07%加仓
阿斯麦ASML
0.45%0.31%$105.0万528股$63.9万484股+44股+9.09%加仓
OORIX SPONSORED ADRIX
0.44%0.36%$103.6万2.7万股$75.6万2.5万股+2,037股+8.08%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.42%0.45%$98.1万4.2万股$93.3万4.0万股+2,204股+5.48%加仓
SSHINHAN FINANCIAL LSHG
0.41%0.44%$96.8万1.5万股$92.0万1.5万股+306股+2.04%加仓
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
0.41%0.51%$95.5万1.2万股$106.8万1.2万股+541股+4.61%加仓
S嘉信·USSCHX
0.39%0.37%$92.0万3.1万股$78.1万3.0万股+812股+2.67%加仓
纽柯钢铁NUE
0.38%0.32%$90.0万4,040股$66.3万3,918股+122股+3.11%加仓
BHP BILLITON LIMITED SPONSORED ADSBHP
0.37%0.36%$87.8万1.1万股$75.1万1.0万股+212股+2.05%加仓
VertivVRT
0.37%0.3%$86.9万2,594股$62.3万2,487股+107股+4.30%加仓
美国运通AXP
0.35%0.32%$83.2万2,460股$67.2万2,223股+237股+10.66%加仓
V先锋领航·MIDVO
0.35%0.42%$83.0万1.0万股$88.6万3,083股+7,220股+234.19%加仓
V先锋领航指数基金VOO
0.35%0.33%$82.5万1,201股$68.1万1,139股+62股+5.44%加仓
SUN LIFE FINANCIALSLF
0.35%0.29%$81.8万1.0万股$60.2万9,626股+805股+8.36%加仓
思科CSCO
0.34%0.25%$80.5万6,852股$52.0万6,702股+150股+2.24%加仓
万事达MA
0.34%0.34%$80.4万1,565股$70.3万1,406股+159股+11.31%加仓
V先锋领航·FTSEVEA
0.34%0.57%$79.3万1.1万股$118.6万1.9万股-7,377股-39.85%减仓
礼来LLY
0.34%0.27%$79.2万660股$56.6万615股+45股+7.32%加仓
REGIONS FINANCIAL NEW COMRF
0.34%0.3%$79.1万2.6万股$62.3万2.4万股+2,321股+9.73%加仓
UUNIFIED SER TROAEM
0.33%0.29%$77.6万1.6万股$61.5万1.5万股+294股+1.93%加仓
IIBMIBM
0.33%0.29%$77.5万2,754股$60.6万2,498股+256股+10.25%加仓
AFLAC COMAFL
0.33%0.33%$76.6万6,533股$69.3万6,316股+217股+3.44%加仓
LOWES COS COMLOW
0.32%0.35%$75.1万3,404股$72.8万3,079股+325股+10.56%加仓
SSPDR道富指数基金SPEM
0.32%0.38%$74.8万1.4万股$80.1万1.7万股-2,618股-15.34%减仓
芝加哥期权交易所CBOE
0.3%0.38%$71.2万2,935股$79.0万2,811股+124股+4.41%加仓

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