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Financial Plan, Inc. · 13F 持仓分析
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Financial Plan, Inc.

No.2684 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.54亿
环比变动 Q1 2026
+$1.21亿+13.0%
持仓股票数
95
新买入
8
加仓
54
减仓
20
清仓
7
持股不变
13
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
A美国世纪ETF信托AVUS
17.36%16.61%$1.83亿142.8万股$1.55亿139.4万股+3.4万股+2.46%加仓
DDimensional维度ETF信托DFAC
15.59%14.73%$1.64亿370.4万股$1.37亿353.7万股+16.8万股+4.74%加仓
AVANTIS INTLNGG
10.23%10.79%$1.08亿120.9万股$1.01亿118.6万股+2.3万股+1.91%加仓
DDimensional维度ETF信托DFIC
5.71%5.77%$6,016.0万161.5万股$5,386.9万151.6万股+9.8万股+6.49%加仓
DDimensional维度ETF信托DFSD
4.7%4.71%$4,956.6万103.8万股$4,391.3万91.7万股+12.1万股+13.18%加仓
A美国世纪ETF信托AVEM
4.68%4.37%$4,933.2万51.1万股$4,078.1万50.6万股+5,175股+1.02%加仓
AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF
4.09%4.27%$4,315.5万92.7万股$3,983.9万85.1万股+7.5万股+8.86%加仓
V先锋领航·MALVERN FDSVTIP
3.7%3.64%$3,901.7万77.7万股$3,399.1万68.0万股+9.6万股+14.15%加仓
A美国世纪ETF信托AVRE
3.58%3.36%$3,776.4万79.7万股$3,135.7万71.2万股+8.5万股+11.89%加仓
DDimensional维度ETF信托DFEM
2.95%2.7%$3,104.5万76.4万股$2,522.8万73.0万股+3.4万股+4.62%加仓
SSPDR道富系列信托SPMB
2.87%3.05%$3,022.4万135.5万股$2,847.2万127.2万股+8.3万股+6.54%加仓
DDimensional维度ETF信托DUSB
2.83%4.45%$2,981.5万58.7万股$4,147.8万81.8万股-23.1万股-28.22%减仓
DDimensional维度ETF信托DFGR
2.77%2.64%$2,915.0万100.6万股$2,465.4万92.8万股+7.9万股+8.48%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
2.51%2.66%$2,646.3万71.8万股$2,484.3万73.1万股-1.3万股-1.78%减仓
DDimensional维度ETF信托DFCF
2.31%2.3%$2,435.5万57.7万股$2,147.3万50.9万股+6.8万股+13.45%加仓
IiShares安硕信托STIP
1.02%1.13%$1,071.2万10.5万股$1,058.1万10.2万股+2,561股+2.50%加仓
DDimensional维度ETF信托DFIP
0.91%0.86%$954.3万23.1万股$806.9万19.3万股+3.8万股+19.60%加仓
V先锋领航斯科茨代尔基金BSV
0.75%0.8%$786.9万10.0万股$744.9万9.4万股+5,602股+5.96%加仓
AAVANTIS CORE FIXED INCOME ETFAVIG
0.68%0.67%$712.6万17.2万股$629.4万15.2万股+2.1万股+13.58%加仓
V先锋领航斯科茨代尔基金VGSH
0.63%0.73%$660.4万11.3万股$677.7万11.6万股-2,297股-1.98%减仓
苹果AAPL
0.58%0.61%$609.2万2.1万股$570.5万2.2万股-1,424股-6.34%减仓
AAvantis·U SAVUV
0.58%0.57%$607.7万4.9万股$534.3万4.8万股+344股+0.71%加仓
卡特彼勒CAT
0.56%0.42%$586.9万5,511股$390.4万5,511股00.00%持仓不变
V先锋领航债券指数基金BSV
0.53%0.64%$560.7万7.2万股$593.5万7.6万股-3,726股-4.92%减仓
IiShares安硕信托SHV
0.49%0.23%$512.3万4.6万股$212.8万1.9万股+2.7万股+140.86%加仓
V先锋领航斯科茨代尔基金VMBS
0.46%0.09%$485.1万10.4万股$87.8万1.9万股+8.5万股+454.11%加仓
微软MSFT
0.44%0.48%$461.1万1.2万股$451.2万1.2万股+173股+1.42%加仓
IiShares安硕信托GVI
0.43%0.38%$452.1万4.2万股$352.4万3.3万股+9,375股+28.33%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.37%0.46%$390.3万13.0万股$428.1万14.2万股-1.2万股-8.65%减仓
V先锋领航国际股票指数基金VT
0.34%0.34%$355.9万2.3万股$319.6万2.3万股-430股-1.86%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.33%0.36%$351.7万8.5万股$335.5万8.6万股-853股-0.99%减仓
SSPDR黄金信托GLD
0.32%0.46%$341.0万9,258股$433.1万1.0万股-807股-8.02%减仓
V先锋领航市政债券基金VTEB
0.26%0.29%$270.2万5.3万股$273.3万5.5万股-1,356股-2.48%减仓
G通用动力VTI
0.24%0.25%$249.2万6,734股$231.4万7,212股-478股-6.63%减仓
IiShares安硕信托REET
0.23%0.25%$245.2万8.9万股$230.6万9.2万股-2,890股-3.15%减仓
IiShares白银信托SLV
0.2%0.29%$213.9万4.0万股$272.7万4.0万股-18股-0.04%减仓
AAvantis US Small Cap Value ETFAVDV
0.19%0.2%$195.3万1.9万股$186.3万1.9万股+294股+1.58%加仓
B纽约梅隆银行BK
0.17%0.16%$175.1万1.2万股$145.9万1.2万股-190股-1.55%减仓
DDimensional维度ETF信托DFAU
0.16%0.15%$164.2万3.2万股$144.5万3.2万股-251股-0.78%减仓
伯克希尔哈撒韦BRK.A
0.14%0.15%$149.8万2股$143.6万2股00.00%持仓不变
特斯拉TSLA
0.14%0.14%$146.7万3,488股$129.1万3,474股+14股+0.40%加仓
A美国世纪ETF信托AVGE
0.13%0.11%$141.9万1.4万股$103.2万1.2万股+2,596股+22.14%加仓
好市多COST
0.13%0.15%$136.3万1,457股$137.6万1,381股+76股+5.50%加仓
英伟达NVDA
0.13%0.12%$134.6万6,725股$116.4万6,677股+48股+0.72%加仓
DDimensional维度ETF信托DFSU
0.12%0.11%$130.1万2.8万股$100.0万2.4万股+3,575股+14.70%加仓
IiShares安硕·RUSSELLIWF
0.12%0.12%$128.6万1.0万股$110.4万2,590股+7,770股+300.00%加仓
A美国世纪ETF信托AVSU
0.12%0.11%$126.1万1.4万股$105.0万1.4万股+45股+0.32%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.12%0.12%$126.1万1.5万股$109.2万1.5万股00.00%持仓不变
SSPDR道富系列信托SPTM
0.12%0.13%$125.7万1.4万股$118.2万1.5万股-1,111股-7.43%减仓
DDimensional维度ETF信托DFNM
0.11%0.08%$118.8万2.5万股$75.5万1.6万股+8,822股+56.01%加仓

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