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

Financial Planning Hawaii, Inc.

No.7377 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.86亿
环比变动 Q1 2026
+$1,685.1万+9.9%
持仓股票数
134
新买入
14
加仓
46
减仓
38
清仓
3
持股不变
36
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
9.72%9.35%$1,812.6万6.3万股$1,585.9万6.2万股+154股+0.25%加仓
V先锋领航·SPECIALIZED FUNDSVIG
5.79%5.7%$1,079.5万4.6万股$967.2万4.5万股+650股+1.45%加仓
G通用动力VTI
5.49%5.09%$1,023.4万2.8万股$863.8万2.7万股+731股+2.71%加仓
V先锋领航指数基金VOO
4.7%4.41%$877.2万1.3万股$747.5万1.3万股+262股+2.09%加仓
微软MSFT
4.13%4.39%$769.2万2.1万股$745.0万2.0万股+496股+2.46%加仓
AAlphabet Inc Class CGOOG
2.12%1.86%$395.7万1.1万股$315.0万1.1万股+219股+1.99%加仓
I景顺交易所交易基金信托RSP
2.11%2.12%$392.6万1.8万股$359.4万1.9万股-273股-1.46%减仓
谷歌AGOOGL
2.06%1.83%$383.1万1.1万股$310.4万1.1万股-72股-0.67%减仓
SSPDR道富系列信托SDY
2.01%2.14%$374.4万2.5万股$362.9万2.5万股-263股-1.06%减仓
V先锋领航·MIDVO
1.97%2.04%$366.9万4.6万股$346.4万1.2万股+3.3万股+277.53%加仓
V先锋领航STAR基金VXUS
1.87%1.84%$348.1万4.1万股$311.2万4.0万股+361股+0.89%加仓
思科CSCO
1.86%1.31%$346.1万2.9万股$222.7万2.9万股+766股+2.67%加仓
SSPDR行业精选信托XLU
1.66%1.84%$309.0万6.8万股$312.8万6.8万股00.00%持仓不变
V先锋领航白厅基金VYM
1.65%1.72%$307.7万1.9万股$291.9万2.0万股-236股-1.20%减仓
艾伯维ABBV
1.61%1.56%$299.6万1.2万股$264.7万1.2万股-267股-2.19%减仓
强生JNJ
1.54%1.62%$287.0万1.1万股$275.5万1.1万股+31股+0.28%加仓
亚马逊AMZN
1.44%1.5%$267.7万1.1万股$253.6万1.2万股-947股-7.78%减仓
WWORLD GOLD TRGLD
1.42%1.82%$264.1万3.3万股$308.2万3.3万股00.00%持仓不变
V先锋领航·FTSEVEA
1.37%1.3%$254.8万3.6万股$219.9万3.4万股+1,453股+4.23%加仓
V先锋领航指数基金VB
1.3%1.23%$242.2万7,991股$209.2万7,989股+2股+0.03%加仓
IiShares安硕信托SGOV
1.29%1.43%$239.7万2.4万股$242.5万2.4万股-274股-1.14%减仓
AMGEN COMAMGN
1.25%1.28%$232.3万6,415股$217.4万6,180股+235股+3.80%加仓
英伟达NVDA
1.2%1.22%$224.3万1.1万股$207.4万1.2万股-681股-5.73%减仓
I景顺QQQ信托VOO
1.13%0.84%$210.1万2,854股$143.2万2,482股+372股+14.99%加仓
IiShares安硕·COREIJR
1.12%1.04%$208.7万1.4万股$175.6万1.4万股-50股-0.35%减仓
洛克希德马丁LMT
1.1%1.43%$205.1万4,026股$243.3万4,026股00.00%持仓不变
康明斯CMI
1.06%0.85%$198.3万2,780股$144.2万2,680股+100股+3.73%加仓
ROSS STORES COMROST
1.01%1.09%$188.2万8,841股$185.4万8,560股+281股+3.28%加仓
PPIMCO太平洋投资管理ETFPYLD
0.99%1.02%$184.7万7.0万股$173.4万6.6万股+3,476股+5.25%加仓
雪佛龙CVX
0.96%1.58%$179.0万1.1万股$268.7万1.3万股-2,189股-16.85%减仓
宝洁PG
0.91%0.99%$169.8万1.2万股$167.2万1.2万股+2股+0.02%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
0.86%0.78%$161.0万1.4万股$131.4万1.4万股-15股-0.11%减仓
摩根大通JPM
0.86%0.83%$160.2万4,896股$140.3万4,770股+126股+2.64%加仓
B贝莱德·ETF TRUST IIBINC
0.84%0.84%$157.2万3.0万股$142.8万2.7万股+2,535股+9.22%加仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
0.81%0.72%$150.2万4.8万股$121.3万4.4万股+4,749股+10.91%加仓
V先锋领航白厅基金VNQ
0.76%0.73%$142.0万1.5万股$123.4万1.4万股+1,262股+9.05%加仓
TRAVELERS COSTRV
0.75%0.72%$140.1万4,245股$122.2万4,190股+55股+1.31%加仓
ILLINOIS TOOLITW
0.73%0.86%$135.9万5,023股$145.5万5,589股-566股-10.13%减仓
SSPDR标普500 ETFSPY
0.72%0.55%$134.3万1,798股$94.0万1,445股+353股+24.43%加仓
通用动力GD
0.71%0.66%$132.4万3,737股$112.5万3,277股+460股+14.04%加仓
沃尔玛WMT
0.66%0.8%$122.9万1.1万股$134.9万1.1万股+2股+0.02%加仓
博通AVGO
0.62%0.48%$115.1万3,048股$81.0万2,617股+431股+16.47%加仓
威瑞森VZ
0.61%0.87%$113.9万2.7万股$146.9万2.9万股-2,366股-8.08%减仓
埃克森美孚XOM
0.6%0.88%$111.5万8,153股$149.1万8,787股-634股-7.22%减仓
IiShares安硕信托IGM
0.53%0.42%$98.3万6,012股$71.2万6,012股00.00%持仓不变
雷神技术RTX
0.52%0.62%$97.6万5,143股$104.8万5,434股-291股-5.36%减仓
S嘉信策略信托SCHD
0.5%0.48%$93.3万2.9万股$81.7万2.7万股+2,781股+10.44%加仓
美国运通AXP
0.49%0.42%$91.4万2,701股$70.6万2,335股+366股+15.67%加仓
CULLEN FROST BANKERSCFR
0.47%0.46%$88.1万5,704股$78.2万5,704股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.45%0.42%$83.1万1,591股$72.0万1,554股+37股+2.38%加仓

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