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

PLANWISER FINANCIAL, LLC

No.8292 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.44亿
环比变动 Q1 2026
+$576.6万+4.2%
持仓股票数
50
新买入
4
加仓
25
减仓
18
清仓
1
持股不变
3
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
11.22%10.96%$1,614.8万12.6万股$1,513.7万12.8万股-1,433股-1.12%减仓
IiShares安硕信托IVV
9.9%9.9%$1,424.6万1.9万股$1,367.3万1.9万股-421股-2.17%减仓
V先锋领航斯科茨代尔基金VMBS
4.77%4.77%$685.7万14.6万股$658.2万14.0万股+6,795股+4.86%加仓
V先锋领航指数基金VUG
4.65%5.58%$669.4万7.8万股$770.3万1.6万股+6.2万股+389.95%加仓
SSPDR道富指数基金SPDW
4.63%5.55%$666.7万13.2万股$767.0万15.7万股-2.5万股-15.68%减仓
IiShares安硕信托IGIB
3.93%3.89%$565.2万10.6万股$536.7万10.0万股+6,156股+6.15%加仓
IiShares安硕信托ICVT
3.47%$499.2万4.1万股$00股+4.1万股新买入
V先锋领航指数基金VTV
2.93%2.92%$421.6万1.9万股$402.7万2.0万股-584股-2.93%减仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
2.73%0.47%$392.4万4.8万股$65.0万8,640股+3.9万股+451.53%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
2.66%4.95%$382.9万9.3万股$683.7万16.5万股-7.3万股-43.89%减仓
A美国世纪ETF信托AVEM
2.65%0.55%$381.9万4.0万股$76.2万8,673股+3.1万股+356.35%加仓
SSPDR道富指数基金SPEM
2.64%1.86%$379.2万7.3万股$257.6万5.1万股+2.2万股+43.42%加仓
AAVANTIS CORE FIXED INCOME ETFAVIG
2.6%2.69%$373.8万9.0万股$371.4万8.9万股+1,333股+1.50%加仓
S道富SPHY
2.57%0.23%$369.9万15.8万股$31.8万1.3万股+14.4万股+1,069.96%加仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
2.53%2.41%$363.8万7.5万股$333.4万6.9万股+6,693股+9.74%加仓
S嘉信策略信托SCHM
2.33%2.22%$335.9万9.1万股$306.0万9.3万股-1,621股-1.75%减仓
SSPDR行业精选信托XLK
2.26%2.2%$325.7万1.7万股$303.8万2.0万股-3,115股-15.41%减仓
S道富XLI
2.25%2.14%$323.2万1.7万股$295.4万1.7万股+189股+1.10%加仓
V先锋领航指数基金VB
2.23%1.29%$321.3万1.1万股$178.5万6,415股+4,184股+65.22%加仓
V先锋领航市政债券基金VTEB
2.18%2.2%$313.8万6.2万股$304.5万6.1万股+1,468股+2.42%加仓
RRBB FDTMFC
2.15%4.58%$309.7万4.1万股$632.7万8.8万股-4.7万股-53.59%减仓
S道富SPTI
2.14%5.3%$307.5万10.8万股$732.0万25.5万股-14.7万股-57.58%减仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
2.12%2.3%$305.7万10.4万股$317.3万10.2万股+2,579股+2.54%加仓
SSPDR行业精选信托XLY
1.94%2.15%$278.5万2.6万股$296.4万2.5万股+745股+2.95%加仓
SSPDR行业精选信托XLE
1.91%1.86%$274.4万5.2万股$256.5万4.6万股+5,658股+12.30%加仓
IINNOVATOR ETFSBUFF
1.41%1.41%$202.2万3.8万股$195.0万3.8万股+296股+0.78%加仓
A美国世纪ETF信托AVLV
1.35%1.32%$194.9万2.1万股$181.7万2.2万股-175股-0.81%减仓
IiShares安硕EWJ
1.15%1.14%$166.0万1.8万股$157.3万1.8万股+132股+0.75%加仓
IISHARES INCORPORATED MSCI ITALY ETFEWI
1.12%1.14%$161.4万2.7万股$157.1万2.7万股+255股+0.94%加仓
IiShares安硕EWC
1.06%1.09%$152.4万2.6万股$150.3万2.6万股+530股+2.05%加仓
IiShares安硕信托EWU
1.01%1.05%$145.8万3.2万股$145.7万3.0万股+1,132股+3.71%加仓
IInnovator ETF信托BFRZ
0.98%0.96%$141.6万5.2万股$132.5万5.0万股+2,100股+4.18%加仓
F富达Covington信托FDHY
0.79%$113.5万2.3万股$00股+2.3万股新买入
DDimensional维度ETF信托DFSD
0.79%0.78%$113.2万2.4万股$107.2万2.2万股+1,419股+6.37%加仓
J骏利Detroit策略信托JMBS
0.72%0.72%$104.1万2.3万股$99.9万2.2万股+1,236股+5.64%加仓
SSPDR道富系列信托HYMB
0.6%0.61%$86.7万3.4万股$84.3万3.4万股+459股+1.37%加仓
IiShares安硕·RUSSELLIWB
0.56%0.59%$80.4万1,964股$81.0万2,113股-149股-7.05%减仓
F富兰克林邓普顿ETF信托YLDE
0.47%0.48%$67.2万1.2万股$66.1万1.2万股-96股-0.82%减仓
IiShares安硕信托AGG
0.39%0.53%$56.6万5,721股$72.9万7,316股-1,595股-21.80%减仓
IiShares安硕·RUSSELLIWF
0.29%0.3%$41.4万3,332股$40.8万871股+2,461股+282.55%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
0.28%0.29%$40.7万1.4万股$39.7万1.4万股-41股-0.30%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.22%0.21%$31.4万2,846股$29.1万2,846股00.00%持仓不变
IiShares安硕信托IWD
0.21%0.2%$29.5万1,217股$27.3万1,217股00.00%持仓不变
IINNOVATOR ETFS TRPSTP
0.19%0.19%$27.0万7,347股$26.3万7,367股-20股-0.27%减仓
IiShares安硕信托IEFA
0.19%0.27%$26.9万2,782股$37.3万3,866股-1,084股-28.04%减仓
V先锋领航指数基金VOO
0.18%0.18%$26.4万384股$24.7万384股00.00%持仓不变
礼来LLY
0.17%$24.9万208股$00股+208股新买入
I景顺QQQ信托VOO
0.17%0.2%$24.4万331股$27.2万426股-95股-22.30%减仓
IISHARES CORE 10 YEAR USD BOND ETFILTB
0.17%0.22%$23.8万4,839股$30.2万6,110股-1,271股-20.80%减仓
希捷STX
0.14%$20.8万216股$00股+216股新买入

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