13FBOX
LifePlan Financial, LLC · 13F 持仓分析
期权收益计算器 机构排行

LifePlan Financial, LLC

No.8318
最新持仓市值 (Q2 2026)
$1.43亿
环比变动 Q1 2026
+$745.0万+5.5%
持仓股票数
89
新买入
9
加仓
32
减仓
46
清仓
3
持股不变
2
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
SSPDR道富系列信托SPYG
7.55%6.75%$1,078.0万9.1万股$913.8万9.3万股-2,738股-2.93%减仓
IiShares黄金信托IAU
6.94%8.83%$990.2万13.1万股$1,194.2万13.5万股-4,327股-3.19%减仓
SSPDR行业精选信托XLP
6.57%6.65%$937.7万11.3万股$900.5万11.0万股+3,039股+2.77%加仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
5.31%5.53%$757.9万14.9万股$748.5万15.0万股-688股-0.46%减仓
AAMPLIFY ETF TRHACK
3.42%3.38%$488.0万14.6万股$457.1万14.7万股-877股-0.60%减仓
V先锋领航斯科茨代尔基金VGIT
3.23%3.37%$461.5万7.8万股$456.3万7.7万股+1,625股+2.12%加仓
IiShares安硕信托IBDS
2.04%2.1%$290.8万12.0万股$283.9万11.7万股+2,929股+2.50%加仓
IiShares安硕信托IBDT
2.03%2.11%$290.2万11.5万股$285.2万11.3万股+2,340股+2.08%加仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
2.03%2.11%$289.6万12.5万股$285.0万12.3万股+2,491股+2.03%加仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
2.02%2.1%$288.4万13.2万股$283.7万13.0万股+2,669股+2.06%加仓
AMD超威AMD
1.87%0.73%$266.3万4,585股$98.8万4,857股-272股-5.60%减仓
恩智浦NXPI
1.77%1.34%$252.6万8,989股$180.7万9,180股-191股-2.08%减仓
SSPDR行业精选信托XLE
1.74%2.17%$248.1万4.7万股$293.3万4.8万股-1,157股-2.42%减仓
微软MSFT
1.7%1.67%$242.7万6,506股$225.3万6,087股+419股+6.88%加仓
谷歌AGOOGL
1.69%1.63%$240.6万6,732股$220.8万7,678股-946股-12.32%减仓
CVS健康CVS
1.67%1.22%$238.1万2.3万股$164.5万2.3万股+108股+0.47%加仓
美国合众银行USB
1.63%1.51%$232.8万3.9万股$203.7万3.9万股-625股-1.60%减仓
V先锋领航斯科茨代尔基金VMBS
1.62%1.69%$231.6万4.9万股$229.1万4.9万股+676股+1.39%加仓
IIshares Gnma Bond EtfGNMA
1.62%1.68%$230.7万5.2万股$227.8万5.1万股+767股+1.49%加仓
PALO ALTOPANW
1.59%0.83%$227.0万6,658股$112.5万7,015股-357股-5.09%减仓
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
1.57%1.08%$223.5万10.7万股$145.9万7.0万股+3.8万股+53.87%加仓
TTERADYNETER
1.53%1.03%$218.2万4,509股$139.0万4,689股-180股-3.84%减仓
卡特彼勒CAT
1.42%1.05%$203.0万1,906股$142.0万2,004股-98股-4.89%减仓
PAYPAL COMPYPL
1.24%1.22%$176.6万4.1万股$164.6万3.6万股+4,509股+12.39%加仓
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
1.22%1.31%$174.7万3.5万股$176.7万3.7万股-2,278股-6.11%减仓
亚马逊AMZN
1.22%1.12%$174.6万7,327股$151.7万7,283股+44股+0.60%加仓
美敦力MDT
1.15%1.29%$164.3万2.1万股$174.6万2.0万股+851股+4.22%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.13%1.03%$160.6万1.8万股$139.5万3,796股+1.4万股+381.32%加仓
标普全球SPGI
1.11%1.03%$158.5万3,891股$139.6万3,283股+608股+18.52%加仓
COMCAST NEW CL ACMCSA
1.07%1.16%$152.6万6.2万股$156.6万5.5万股+7,607股+13.95%加仓
赛富时CRM
1.05%1.65%$150.2万9,589股$223.5万1.2万股-2,385股-19.92%减仓
杜克能源DUK
1.04%1.13%$148.6万1.2万股$152.5万1.2万股+90股+0.77%加仓
CORTEVA COMCTVA
1.04%1.12%$147.8万1.7万股$151.5万1.8万股-647股-3.57%减仓
MONDELEZ INTL CL AMDLZ
0.96%0.67%$137.1万2.4万股$91.1万1.6万股+7,894股+49.94%加仓
斯伦贝谢SLB
0.92%1.19%$131.4万2.8万股$160.9万3.1万股-3,043股-9.72%减仓
通用动力GD
0.91%0.87%$130.1万3,674股$117.8万3,433股+241股+7.02%加仓
DANAHER DEL COMDHR
0.89%0.76%$127.2万6,677股$102.7万5,417股+1,260股+23.26%加仓
威瑞森VZ
0.81%1.34%$115.5万2.7万股$180.9万3.6万股-8,758股-24.30%减仓
AMERICAN TOWER COMAMT
0.77%0.79%$109.8万6,711股$106.9万6,196股+515股+8.31%加仓
耐克NKE
0.75%0.7%$107.7万2.6万股$95.3万1.8万股+8,202股+45.47%加仓
V先锋领航·MIDVO
0.74%0.7%$105.4万1.3万股$94.2万3,281股+9,799股+298.66%加仓
欧特克ADSK
0.73%0.95%$104.9万5,397股$128.5万5,366股+31股+0.58%加仓
ExpediaEXPE
0.68%0.7%$96.8万3,783股$94.5万4,093股-310股-7.57%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.68%0.71%$96.6万4.0万股$95.9万4.0万股+519股+1.31%加仓
V先锋领航斯科茨代尔基金BSV
0.68%0.71%$96.4万1.2万股$95.6万1.2万股+143股+1.19%加仓
C花旗集团C
0.66%0.65%$93.7万6,692股$87.5万7,715股-1,023股-13.26%减仓
埃克森美孚XOM
0.63%0.82%$90.6万6,628股$110.4万6,508股+120股+1.84%加仓
S嘉信·USSCHA
0.63%0.55%$89.5万2.5万股$74.6万2.6万股-898股-3.50%减仓
默沙东MRK
0.61%0.63%$87.6万6,815股$84.7万7,039股-224股-3.18%减仓
高露洁CL
0.58%0.61%$82.5万8,995股$82.5万9,679股-684股-7.07%减仓

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