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PLANNING DIRECTIONS INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PLANNING DIRECTIONS INC

报告期 2026-03-31 · CIK 0000821103

持仓数

106

前50大市值合计

$180.5M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 75 项建仓 6增持 43减持 26

方向

标的

Δ市值

现股数(环比)

增持

VIG VANGUARD SPECIALIZED FUNDS

+$2.6M

81,213 +10%

增持

AAPL APPLE INC

+$1.7M

46,119 +1%

增持

SCHD SCHWAB STRATEGIC TR

+$857.0K

114,446 +1%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

BIV VANGUARD BD INDEX FDS

+$856.0K

18,995 +110%

增持

MGV VANGUARD WORLD FD

+$654.0K

58,491 +2%

增持

SDY SPDR SER TR

+$594.0K

41,037 +3%

减持

BSV VANGUARD BD INDEX FDS

-$565.0K

420,887 -0%

增持

SCHP SCHWAB STRATEGIC TR

+$489.0K

23,489 +49%

增持

RSPS INVESCO EXCHANGE TRADED FD T

+$449.0K

15,738 +9%

减持

VUG VANGUARD INDEX FDS

+$341.0K

12,244 -1%

减持

IUSG ISHARES TR

+$334.0K

25,629 -0%

增持

XLP SELECT SECTOR SPDR TR

+$333.0K

38,233 +1%

建仓

NSC NORFOLK SOUTHN CORP

+$246.0K

825

建仓

RSPU INVESCO EXCHANGE TRADED FD T

+$237.0K

2,076

建仓

ABT ABBOTT LABS

+$224.0K

1,590

建仓

KO COCA COLA CO

+$223.0K

3,763

增持

VOT VANGUARD INDEX FDS

+$217.0K

9,227 +2%

减持

VGIT VANGUARD SCOTTSDALE FDS

-$212.0K

70,080 -3%

增持

PFE PFIZER INC

+$211.0K

12,959 +1%

建仓

PEG PUBLIC SVC ENTERPRISE GRP IN

+$206.0K

3,082

增持

IYJ ISHARES TR

+$205.0K

16,960 +6%

增持

VHT VANGUARD WORLD FDS

+$203.0K

6,801 +4%

建仓

DEO DIAGEO PLC

+$201.0K

912

增持

VO VANGUARD INDEX FDS

+$192.0K

7,161 +4%

增持

HD HOME DEPOT INC

+$187.0K

2,127 +0%

增持

LOW LOWES COS INC

+$148.0K

2,643 +0%

增持

STZ CONSTELLATION BRANDS INC

+$140.0K

3,172 +2%

减持

FVD FIRST TR VALUE LINE DIVID IN

+$131.0K

42,300 -2%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$129.0K

83,805 +3%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$128.0K

5,555 -27%

减持

EFAV ISHARES TR

-$127.0K

47,654 -5%

增持

MSFT MICROSOFT CORP

+$117.0K

2,132 +0%

减持

BA BOEING CO

-$117.0K

1,689 -19%

减持

VOE VANGUARD INDEX FDS

+$115.0K

12,310 -1%

增持

PAVE GLOBAL X FDS

+$103.0K

12,998 +22%

增持

IYH ISHARES TR

+$100.0K

3,365 +2%

减持

VOO VANGUARD INDEX FDS

+$93.0K

2,318 -0%

减持

ACWV ISHARES INC

+$92.0K

18,274 -1%

增持

IJR ISHARES TR

+$87.0K

5,954 +9%

减持

TSLA TESLA INC

+$77.0K

450 -13%

增持

CMCSA COMCAST CORP NEW

-$68.0K

13,478 +1%

增持

DGRO ISHARES TR

+$65.0K

5,551 +14%

减持

PEP PEPSICO INC

+$65.0K

3,169 -2%

减持

DIS DISNEY WALT CO

-$65.0K

3,093 -4%

增持

VBK VANGUARD INDEX FDS

+$60.0K

3,837 +5%

增持

NKE NIKE INC

+$59.0K

2,053 +5%

增持

PG PROCTER AND GAMBLE CO

+$58.0K

2,423 +0%

减持

VBR VANGUARD INDEX FDS

+$54.0K

8,357 -2%

增持

PANW PALO ALTO NETWORKS INC

+$53.0K

557 +4%

增持

WTRG ESSENTIAL UTILS INC

+$50.0K

5,516 +3%

减持

XAR SPDR SER TR

-$49.0K

3,510 -9%

减持

MCD MCDONALDS CORP

+$45.0K

3,087 -5%

增持

EXC EXELON CORP

+$44.0K

4,513 +1%

增持

XMLV INVESCO EXCH TRADED FD TR II

+$42.0K

7,020 +0%

减持

USMV ISHARES TR

-$41.0K

27,644 -11%

增持

IJH ISHARES TR

+$40.0K

1,110 +6%

增持

VPU VANGUARD WORLD FDS

+$40.0K

2,104 +1%

增持

IYC ISHARES TR

+$39.0K

5,817 +0%

增持

WMT WALMART INC

+$39.0K

2,220 +10%

减持

ITOT ISHARES TR

+$36.0K

5,532 -2%

增持

IVV ISHARES TR

+$35.0K

737 +0%

增持

VGT VANGUARD WORLD FDS

+$32.0K

553 +1%

减持

MGK VANGUARD WORLD FD

+$31.0K

1,303 -1%

增持

VT VANGUARD INTL EQUITY INDEX F

+$28.0K

2,415 +7%

减持

CFA VICTORY PORTFOLIOS II

+$28.0K

5,514 -2%

增持

VTV VANGUARD INDEX FDS

+$23.0K

1,829 +1%

增持

SCHA SCHWAB STRATEGIC TR

+$21.0K

5,948 +1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$21.0K

849 -0%

减持

— EXXON MOBIL CORP

-$13.0K

4,580 -8%

减持

IMCV ISHARES TR

+$13.0K

3,372 -2%

减持

VB VANGUARD INDEX FDS

-$12.0K

8,515 -4%

增持

MA MASTERCARD INCORPORATED

+$8.0K

620 +0%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$7.0K

5,830 -1%

增持

VCIT VANGUARD SCOTTSDALE FDS

-$1.0K

2,578 +1%

增持

SYY SYSCO CORP

+$1.0K

2,890 +1%