13FBOX
LifePlan Investment Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

LifePlan Investment Advisors, Inc.

No.5885 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.91亿
环比变动 Q1 2026
+$3,602.6万+14.2%
持仓股票数
131
新买入
11
加仓
66
减仓
49
清仓
2
持股不变
5
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
IiShares安硕信托IVV
4.49%2.68%$1,303.3万1.7万股$683.3万1.0万股+6,943股+66.38%加仓
IiShares安硕信托AGG
4.06%4.65%$1,178.3万11.9万股$1,183.5万11.9万股-175股-0.15%减仓
V先锋领航指数基金VOO
3.65%3.52%$1,061.1万1.5万股$895.7万1.5万股+460股+3.07%加仓
V先锋领航指数基金VUG
3.63%3.37%$1,054.6万12.2万股$858.2万2.0万股+10.3万股+523.05%加仓
GGOLDMAN SACHS MARKETBETA U.S. EQUITY ETFGSUS
3.37%3.46%$979.2万9.5万股$880.5万9.8万股-3,299股-3.36%减仓
V先锋领航·FTSEVEA
3.33%3.19%$967.1万13.6万股$810.7万12.7万股+9,221股+7.29%加仓
IiShares安硕信托IUSB
2.79%2.18%$811.3万17.6万股$555.2万12.0万股+5.6万股+46.26%加仓
V先锋领航指数基金VTV
2.7%2.68%$785.3万3.6万股$682.7万3.5万股+1,238股+3.56%加仓
V先锋领航·SMALLVBR
2.17%2.24%$629.9万2.6万股$570.7万2.6万股-346股-1.32%减仓
S嘉信策略信托SCHE
2.16%2.28%$627.6万17.3万股$581.1万17.6万股-3,283股-1.86%减仓
V先锋领航指数基金VBK
1.83%1.77%$532.5万1.5万股$449.6万1.5万股-314股-2.11%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
1.82%2.66%$530.0万10.5万股$676.4万13.5万股-3.0万股-22.51%减仓
S嘉信·USSCHP
1.79%2.14%$521.0万19.7万股$545.3万20.5万股-8,353股-4.08%减仓
S嘉信策略信托SCHF
1.74%1.81%$505.5万18.2万股$460.9万18.6万股-3,704股-1.99%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.68%1.8%$487.9万2.5万股$458.8万2.5万股-207股-0.83%减仓
V先锋领航市政债券基金VTEB
1.61%2.06%$466.9万9.2万股$525.3万10.5万股-1.3万股-12.32%减仓
IiShares安硕信托IVW
1.59%1.55%$463.4万3.4万股$394.0万3.5万股-1,141股-3.28%减仓
B贝莱德ETF信托DYNF
1.59%1.53%$462.2万6.8万股$388.1万6.7万股+1,253股+1.88%加仓
V先锋领航指数基金VOT
1.55%1.51%$450.3万1.5万股$383.0万1.5万股-183股-1.23%减仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.55%1.56%$449.3万12.9万股$397.0万13.0万股-1,095股-0.84%减仓
苹果AAPL
1.53%1.48%$443.7万1.5万股$376.2万1.5万股+508股+3.43%加仓
G高盛ETF信托GCOR
1.53%1.76%$443.6万10.8万股$448.6万10.9万股-792股-0.73%减仓
西部数据WDC
1.48%0.72%$430.9万6,747股$182.3万6,738股+9股+0.13%加仓
IiShares安硕IEMG
1.48%1.88%$429.5万5.2万股$478.1万6.9万股-1.7万股-24.36%减仓
SSANDISK COMSNDK
1.44%0.54%$419.0万1,843股$137.6万2,165股-322股-14.87%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.36%1.35%$396.5万11.7万股$344.2万11.8万股-989股-0.84%减仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
1.33%1.4%$387.1万8.5万股$356.4万8.3万股+2,071股+2.51%加仓
IiShares黄金信托IAU
1.33%1.72%$385.1万5.1万股$437.0万5.0万股+1,431股+2.89%加仓
IiShares安硕·S&PIVE
1.32%1.76%$384.0万1.7万股$448.5万2.1万股-4,329股-20.38%减仓
S嘉信·U.S. REIT ETFSCHH
1.22%1.27%$353.5万14.9万股$323.6万15.1万股-1,300股-0.86%减仓
FFIDELITY MSCI UTILS INDEX ETFFUTY
1.19%1.38%$345.7万5.9万股$350.1万5.9万股-89股-0.15%减仓
V先锋领航·FSTEVWO
1.18%1.17%$342.6万5.7万股$298.2万5.5万股+2,229股+4.04%加仓
IiShares安硕信托HYG
1.18%1.34%$342.0万4.3万股$340.4万4.3万股-13股-0.03%减仓
IiShares安硕信托EMB
1.17%1.3%$339.6万3.5万股$331.1万3.5万股-35股-0.10%减仓
V先锋领航国际股票指数基金VNQI
1.11%1.24%$321.0万7.2万股$316.7万7.1万股+322股+0.45%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
1.04%1.17%$301.7万2.1万股$297.0万2.4万股-2,467股-10.39%减仓
英伟达NVDA
1.03%1.04%$300.4万1.5万股$265.7万1.5万股-218股-1.43%减仓
IiShares安硕信托GJS
0.97%0.81%$280.6万12.3万股$205.7万9.0万股+3.3万股+37.21%加仓
IiShares安硕信托EFG
0.9%0.86%$260.5万2.1万股$218.9万2.0万股+1,279股+6.51%加仓
iShares安硕·MBSACGL
0.89%0.8%$257.4万2.7万股$202.5万2.1万股+5,899股+27.66%加仓
V先锋领航指数基金VB
0.79%0.75%$230.7万7,611股$191.4万7,309股+302股+4.13%加仓
B贝莱德ETF信托BAI
0.78%0.71%$226.4万4.3万股$181.5万5.5万股-1.2万股-22.02%减仓
IiShares安硕信托GVI
0.78%0.76%$226.3万2.1万股$194.7万1.8万股+2,689股+14.66%加仓
V先锋领航·TOTALBNDX
0.77%0.85%$222.4万4.6万股$217.2万4.5万股+713股+1.58%加仓
V先锋领航债券指数基金BSV
0.72%0.82%$208.6万2.7万股$207.5万2.6万股+309股+1.17%加仓
德州仪器TXN
0.68%0.5%$198.0万6,643股$128.3万6,611股+32股+0.48%加仓
IiShares安硕信托MTUM
0.64%0.71%$187.3万5,464股$180.8万7,534股-2,070股-27.48%减仓
B贝莱德ETF信托BLCR
0.61%0.52%$177.6万3.5万股$132.0万3.2万股+3,108股+9.67%加仓
IIBMIBM
0.59%0.42%$170.0万6,045股$106.3万4,387股+1,658股+37.79%加仓
IiShares安硕信托TLH
0.58%0.72%$169.3万1.7万股$184.0万1.8万股-1,401股-7.67%减仓

🧭 机构资金流板块热力图

净流出 净流入