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Larry Mathis Financial Planning, LLC · 13F 持仓分析
期权收益计算器 机构排行

Larry Mathis Financial Planning, LLC

No.8958 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.12亿
环比变动 Q1 2026
+$54.0万+0.5%
持仓股票数
156
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
156
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
DDimensional维度ETF信托DFAU
7.42%7.46%$831.8万18.4万股$831.8万18.4万股00.00%持仓不变
SSPDR道富系列信托BIL
5.11%5.13%$572.7万6.2万股$572.7万6.2万股00.00%持仓不变
IiShares安硕信托SHV
5.08%5.1%$568.9万5.2万股$568.9万5.2万股00.00%持仓不变
PProShares信托HYHG
4.91%4.93%$550.3万8.6万股$550.3万8.6万股00.00%持仓不变
PPROSHARES INVT GD INT RAT HED ETFIGHG
4.49%4.51%$503.6万6.5万股$503.6万6.5万股00.00%持仓不变
V先锋领航指数基金VOO
3.56%3.58%$398.9万6,676股$398.9万6,676股00.00%持仓不变
IiShares安硕信托AGG
2.67%2.68%$298.8万3.0万股$298.8万3.0万股00.00%持仓不变
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
2.25%2.26%$251.7万6.5万股$251.7万6.5万股00.00%持仓不变
英伟达NVDA
1.54%1.55%$172.6万9,895股$172.6万9,895股00.00%持仓不变
埃克森美孚XOM
1.42%1.42%$158.9万9,363股$158.9万9,363股00.00%持仓不变
强生JNJ
1.4%1.41%$157.0万6,424股$157.0万6,424股00.00%持仓不变
微软MSFT
1.36%1.37%$152.5万4,121股$152.5万4,121股00.00%持仓不变
麦当劳MCD
1.34%1.35%$150.3万4,835股$150.3万4,835股00.00%持仓不变
摩根大通JPM
1.16%1.17%$130.2万4,427股$130.2万4,427股00.00%持仓不变
卡特彼勒CAT
1.11%1.12%$124.8万1,762股$124.8万1,762股00.00%持仓不变
SSPDR黄金信托GLD
1.09%1.09%$121.7万2,828股$121.7万2,828股00.00%持仓不变
BBANK OF AMERBAC
1%1%$112.0万2.3万股$112.0万2.3万股00.00%持仓不变
沃尔玛WMT
0.99%0.99%$110.8万8,914股$110.8万8,914股00.00%持仓不变
亚马逊AMZN
0.97%0.97%$108.4万5,206股$108.4万5,206股00.00%持仓不变
台积电TSM
0.96%0.96%$107.1万3,168股$107.1万3,168股00.00%持仓不变
默沙东MRK
0.94%0.95%$105.9万8,803股$105.9万8,803股00.00%持仓不变
SSPDR道富系列信托XAR
0.87%0.88%$97.9万3,855股$97.9万3,855股00.00%持仓不变
万事达MA
0.86%0.86%$96.2万1,925股$96.2万1,925股00.00%持仓不变
WELLS FARGO NEWWFC
0.78%0.78%$87.2万1.1万股$87.2万1.1万股00.00%持仓不变
Meta平台META
0.77%0.78%$86.4万1,511股$86.4万1,511股00.00%持仓不变
诺华NVS
0.76%0.76%$85.2万5,575股$85.2万5,575股00.00%持仓不变
谷歌AGOOGL
0.74%0.74%$82.8万2,878股$82.8万2,878股00.00%持仓不变
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.73%0.74%$82.2万2.4万股$82.2万2.4万股00.00%持仓不变
C花旗集团C
0.73%0.74%$82.1万7,235股$82.1万7,235股00.00%持仓不变
Elevance健康ELV
0.73%0.73%$81.7万2,790股$81.7万2,790股00.00%持仓不变
应用材料AMAT
0.72%0.34%$80.5万1,114股$38.1万1,114股00.00%持仓不变
VisaV
0.72%0.72%$80.2万2,653股$80.2万2,653股00.00%持仓不变
S道富·EET SPDR S&P BIOTECH ETFXBI
0.7%0.7%$78.6万6,155股$78.6万6,155股00.00%持仓不变
壳牌SHEL
0.7%0.7%$78.4万8,430股$78.4万8,430股00.00%持仓不变
NNORTHERN LTS FD TR IVPTL
0.65%0.65%$72.7万2,900股$72.7万2,900股00.00%持仓不变
泛林集团LRCX
0.63%0.31%$70.1万1,618股$34.6万1,618股00.00%持仓不变
康菲石油COP
0.62%0.62%$69.7万5,279股$69.7万5,279股00.00%持仓不变
联合包裹UPSUPS
0.62%0.62%$69.2万7,034股$69.2万7,034股00.00%持仓不变
嘉信理财SCHW
0.61%0.61%$68.5万7,286股$68.5万7,286股00.00%持仓不变
GGILEAD SCIENCES COMGILD
0.58%0.59%$65.5万4,697股$65.5万4,697股00.00%持仓不变
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
0.58%0.58%$65.1万7,152股$65.1万7,152股00.00%持仓不变
南方铜业SCCO
0.57%0.57%$63.4万3,685股$63.4万3,685股00.00%持仓不变
IINSPIRE CORPORATE BOND ETFIBD
0.55%0.55%$61.5万2.6万股$61.5万2.6万股00.00%持仓不变
VanEck ETF信托SMH
0.54%0.55%$61.0万1,591股$61.0万1,591股00.00%持仓不变
纽蒙特NEM
0.54%0.54%$60.4万5,580股$60.4万5,580股00.00%持仓不变
SSPDR行业精选信托XLK
0.54%0.54%$60.0万4,518股$60.0万4,518股00.00%持仓不变
BHP BILLITON LIMITED SPONSORED ADSBHP
0.54%0.54%$60.0万8,247股$60.0万8,247股00.00%持仓不变
NubankNU
0.53%0.54%$59.7万4.2万股$59.7万4.2万股00.00%持仓不变
洛克希德马丁LMT
0.51%0.51%$57.4万950股$57.4万950股00.00%持仓不变
IiShares安硕·7-10YRIEF
0.5%0.51%$56.5万5,924股$56.5万5,924股00.00%持仓不变

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