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Investments & Financial Planning, LLC · 13F 持仓分析
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Investments & Financial Planning, LLC

No.6969 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.11亿
环比变动 Q1 2026
+$2,749.6万+15.0%
持仓股票数
40
新买入
5
加仓
20
减仓
14
清仓
1
持股不变
1
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
V先锋领航指数基金VB
21.46%21.21%$4,532.6万15.0万股$3,895.5万14.9万股+801股+0.54%加仓
SSPDR道富系列信托SPYG
20.79%19.45%$4,391.2万36.9万股$3,572.6万36.5万股+4,158股+1.14%加仓
IiShares安硕·COREIJH
14.92%14.94%$3,150.9万40.9万股$2,743.5万40.6万股+2,367股+0.58%加仓
V先锋领航·MIDVO
8.96%9.05%$1,891.7万23.5万股$1,661.8万5.8万股+17.7万股+305.75%加仓
C资本集团成长ETFCGGR
5.85%5.6%$1,235.1万26.2万股$1,028.0万25.6万股+5,896股+2.31%加仓
IiShares安硕URTH
5.5%5.47%$1,162.0万5.7万股$1,005.4万5.6万股+1,492股+2.67%加仓
V先锋领航斯科茨代尔基金BSV
4.68%5.87%$988.1万12.5万股$1,077.5万13.6万股-1.1万股-8.01%减仓
V先锋领航国际股票指数基金VT
3.96%4.02%$836.0万5.3万股$738.8万5.3万股-144股-0.27%减仓
英伟达NVDA
2.35%2.36%$497.2万2.5万股$432.6万2.5万股+41股+0.17%加仓
V先锋领航债券指数基金BIV
1.94%2.27%$410.1万5.3万股$417.2万5.4万股-578股-1.07%减仓
IiShares安硕信托SHYG
1.48%1.65%$313.2万7.4万股$302.7万7.2万股+2,313股+3.23%加仓
特斯拉TSLA
1.12%1.13%$237.0万5,634股$207.5万5,582股+52股+0.93%加仓
V先锋领航指数基金VUG
0.87%0.85%$184.7万2.1万股$155.9万3,569股+1.8万股+500.73%加仓
IiShares安硕信托GVI
0.49%0.52%$103.8万9,642股$96.1万9,051股+591股+6.53%加仓
V先锋领航指数基金VTV
0.48%0.49%$101.2万4,644股$90.7万4,625股+19股+0.41%加仓
S道富SPYM
0.39%0.41%$83.3万9,482股$74.6万9,752股-270股-2.77%减仓
微软MSFT
0.35%0.36%$72.9万1,955股$67.0万1,810股+145股+8.01%加仓
苹果AAPL
0.33%0.33%$69.6万2,404股$60.2万2,374股+30股+1.26%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.33%0.32%$68.7万2.0万股$58.6万1.9万股+532股+2.77%加仓
V先锋领航·TOTALBNDX
0.32%0.38%$67.6万1.4万股$70.7万1.5万股-760股-5.16%减仓
S道富SPYV
0.29%0.31%$61.2万1.0万股$57.8万1.0万股-150股-1.47%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.25%0.27%$52.8万2,674股$49.1万2,664股+10股+0.38%加仓
STOCK YDS BANCORPSYBT
0.24%0.36%$51.4万6,719股$66.2万9,982股-3,263股-32.69%减仓
亚马逊AMZN
0.23%0.24%$48.9万2,053股$43.2万2,073股-20股-0.96%减仓
IiShares安硕信托GVI
0.23%0.23%$47.9万4,499股$42.2万3,964股+535股+13.50%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.21%0.21%$45.0万1.3万股$39.0万1.3万股-92股-0.69%减仓
V先锋领航·SMALLVBR
0.21%0.22%$44.7万1,840股$39.9万1,839股+1股+0.05%加仓
S道富SPAB
0.21%0.25%$43.4万1.7万股$45.6万1.8万股-813股-4.57%减仓
SSPDR道富指数基金SPDW
0.2%0.21%$41.5万8,231股$38.8万8,495股-264股-3.11%减仓
IiShares安硕信托LQD
0.18%0.2%$37.2万3,410股$37.5万3,440股-30股-0.87%减仓
VVANGUARD EMERGINGVWOB
0.16%0.22%$32.9万4,900股$39.8万6,064股-1,164股-19.20%减仓
美光科技MU
0.15%$30.7万266股$00股+266股新买入
V先锋领航·FTSEVEA
0.13%0.14%$28.3万3,965股$25.3万3,953股+12股+0.30%加仓
阿斯麦ASML
0.12%0.11%$25.2万127股$20.5万156股-29股-18.59%减仓
台积电TSM
0.11%$23.9万500股$00股+500股新买入
波音BA
0.11%0.11%$22.9万1,056股$21.0万1,056股00.00%持仓不变
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
0.11%0.12%$22.3万2,311股$22.0万2,295股+16股+0.70%加仓
SSPDR道富指数基金SPEM
0.1%$20.4万3,949股$00股+3,949股新买入
CASEYS GEN STORESCASY
0.1%$20.3万256股$00股+256股新买入
谷歌AGOOGL
0.1%$20.3万569股$00股+569股新买入

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