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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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 74 项建仓 4增持 36减持 25清仓 9

方向

标的

Δ市值

现股数(环比)

增持

VTV VANGUARD INDEX FDS

+$2.9M

24,218 +1210%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$2.5M

93,022 -5%

减持

BSV VANGUARD BD INDEX FDS

-$2.3M

390,040 -6%

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。

减持

VGIT VANGUARD SCOTTSDALE FDS

-$2.2M

3,920 -90%

增持

AAPL APPLE INC

-$1.7M

46,119 +1%

增持

SCHD SCHWAB STRATEGIC TR

+$1.2M

151,427 +24%

减持

VUG VANGUARD INDEX FDS

-$1.0M

11,306 -8%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$915.0K

101,921 +16%

减持

EFAV ISHARES TR

-$862.0K

30,292 -21%

增持

SDY SPDR SER TR

+$814.0K

52,454 +24%

清仓

BIV VANGUARD BD INDEX FDS

-$671.0K

0 -100%

减持

VB VANGUARD INDEX FDS

-$617.0K

6,165 -23%

减持

IUSG ISHARES TR

-$614.0K

24,392 -3%

增持

AMZN AMAZON COM INC

+$444.0K

7,740 +6572%

增持

VOT VANGUARD INDEX FDS

-$372.0K

8,878 +3%

减持

IYJ ISHARES TR

-$349.0K

14,409 -6%

减持

USMV ISHARES TR

-$306.0K

26,101 -5%

减持

VO VANGUARD INDEX FDS

-$294.0K

6,987 -0%

建仓

SPY SPDR S&P 500 ETF TR

+$257.0K

682

建仓

XLU SELECT SECTOR SPDR TR

+$251.0K

3,578

增持

VOE VANGUARD INDEX FDS

-$241.0K

11,998 +0%

减持

VBK VANGUARD INDEX FDS

-$240.0K

2,714 -13%

清仓

IMCV ISHARES TR

-$239.0K

0 -100%

清仓

NSC NORFOLK SOUTHN CORP

-$236.0K

0 -100%

清仓

VGT VANGUARD WORLD FDS

-$231.0K

0 -100%

清仓

BRK/B BERKSHIRE HATHAWAY INC DEL

-$229.0K

0 -100%

清仓

VCIT VANGUARD SCOTTSDALE FDS

-$223.0K

0 -100%

清仓

MA MASTERCARD INCORPORATED

-$222.0K

0 -100%

清仓

COST COSTCO WHSL CORP NEW

-$221.0K

0 -100%

清仓

DE DEERE & CO

-$221.0K

0 -100%

建仓

CVS CVS HEALTH CORP

+$217.0K

2,339

建仓

PEG PUBLIC SVC ENTERPRISE GRP IN

+$209.0K

3,299

减持

DIS DISNEY WALT CO

-$202.0K

2,571 -21%

减持

VOO VANGUARD INDEX FDS

-$170.0K

2,334 -1%

减持

IJR ISHARES TR

-$164.0K

3,714 -21%

增持

MSFT MICROSOFT CORP

-$159.0K

3,121 +0%

减持

IYC ISHARES TR

-$153.0K

5,004 -14%

增持

VBR VANGUARD INDEX FDS

-$146.0K

8,853 +6%

增持

FVD FIRST TR VALUE LINE DIVID IN

-$144.0K

42,822 +0%

增持

ACWV ISHARES INC

-$138.0K

18,133 +3%

增持

BA BOEING CO

-$137.0K

3,451 +9%

减持

SCHA SCHWAB STRATEGIC TR

-$126.0K

8,956 -11%

增持

XLP SELECT SECTOR SPDR TR

-$125.0K

37,370 +1%

减持

VT VANGUARD INTL EQUITY INDEX F

-$112.0K

6,420 -2%

减持

XAR SPDR SER TR

-$105.0K

3,003 -8%

增持

MGV VANGUARD WORLD FD

-$104.0K

65,228 +10%

减持

CMCSA COMCAST CORP NEW

-$103.0K

13,233 -0%

减持

ITOT ISHARES TR

-$102.0K

5,465 -2%

减持

HD HOME DEPOT INC

-$85.0K

2,022 -5%

增持

VHT VANGUARD WORLD FDS

-$83.0K

7,274 +3%

增持

WMT WALMART INC

-$70.0K

3,407 +5%

减持

CFA VICTORY PORTFOLIOS II

-$61.0K

5,418 -2%

增持

LOW LOWES COS INC

-$59.0K

2,559 +2%

增持

IVV ISHARES TR

-$55.0K

739 +0%

增持

IJH ISHARES TR

-$45.0K

1,124 +1%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$42.0K

4,931 -8%

增持

SCHP SCHWAB STRATEGIC TR

+$37.0K

28,310 +11%

增持

RSPS INVESCO EXCHANGE TRADED FD T

+$29.0K

15,626 +3%

增持

XMLV INVESCO EXCH TRADED FD TR II

-$21.0K

4,952 +1%

增持

EXC EXELON CORP

+$20.0K

5,212 +15%

增持

PG PROCTER AND GAMBLE CO

-$19.0K

2,171 +0%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$16.0K

4,301 -5%

增持

IYH ISHARES TR

+$16.0K

4,011 +9%

增持

MGK VANGUARD WORLD FD

-$15.0K

1,631 +23%

增持

— EXXON MOBIL CORP

+$14.0K

4,590 +0%

增持

RSPU INVESCO EXCHANGE TRADED FD T

-$13.0K

2,094 +0%

增持

PFE PFIZER INC

+$13.0K

13,133 +1%

增持

SYY SYSCO CORP

+$9.0K

2,597 +0%

增持

KO COCA COLA CO

+$5.0K

3,768 +0%

减持

STZ CONSTELLATION BRANDS INC

+$5.0K

3,061 -0%

增持

VPU VANGUARD WORLD FDS

-$5.0K

2,282 +5%

增持

WTRG ESSENTIAL UTILS INC

+$2.0K

6,208 +12%

增持

MCD MCDONALDS CORP

+$2.0K

3,073 +0%

增持

PEP PEPSICO INC

+$0

3,033 +0%