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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 78 项建仓 13增持 24减持 38清仓 3

方向

标的

Δ市值

现股数(环比)

增持

UITB VICTORY PORTFOLIOS II

+$6.5M

167,322 +416%

增持

SCHD SCHWAB STRATEGIC TR

+$4.0M

367,379 +6%

增持

IJR ISHARES TR

+$3.7M

34,860 +918%

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

VT VANGUARD INTL EQUITY INDEX F

+$1.4M

38,337 +34%

减持

VUSB VANGUARD BD INDEX FDS

-$930.9K

23,920 -44%

建仓

JMUB J P MORGAN EXCHANGE TRADED F

+$921.6K

17,976

建仓

VTEB VANGUARD MUN BD FDS

+$907.7K

17,756

减持

BSV VANGUARD BD INDEX FDS

-$888.0K

227,196 -7%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$835.3K

77,811 -3%

减持

AAPL APPLE INC

+$806.7K

43,145 -2%

清仓

NVO NOVO-NORDISK A S

-$416.8K

0 -100%

建仓

COIN COINBASE GLOBAL INC

+$380.4K

2,135

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$341.7K

40,412 +11%

清仓

LLY ELI LILLY & CO

-$312.2K

0 -100%

减持

MSFT MICROSOFT CORP

-$296.7K

2,728 -17%

建仓

NEE NEXTERA ENERGY INC

+$273.2K

3,232

建仓

VCIT VANGUARD SCOTTSDALE FDS

+$264.8K

3,162

增持

VOT VANGUARD INDEX FDS

+$263.6K

16,159 +1%

减持

MGV VANGUARD WORLD FD

+$261.1K

52,382 -4%

建仓

HCA HCA HEALTHCARE INC

+$236.4K

582

建仓

BX BLACKSTONE INC

+$236.0K

1,541

建仓

PEG PUBLIC SVC ENTERPRISE GRP IN

+$231.5K

2,595

建仓

NSC NORFOLK SOUTHN CORP

+$217.8K

877

建仓

IBM INTERNATIONAL BUSINESS MACHS

+$213.1K

964

清仓

CAT CATERPILLAR INC

-$212.2K

0 -100%

建仓

RSPU INVESCO EXCHANGE TRADED FD T

+$205.4K

2,989

减持

SDY SPDR SER TR

+$204.2K

22,640 -4%

建仓

JPEF J P MORGAN EXCHANGE TRADED F

+$202.0K

3,083

建仓

META META PLATFORMS INC

+$200.9K

351

增持

VO VANGUARD INDEX FDS

+$183.9K

7,247 +2%

增持

IUSG ISHARES TR

+$160.8K

22,303 +2%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$158.0K

24,763 +14%

减持

VOE VANGUARD INDEX FDS

+$153.8K

9,452 -1%

减持

ACWV ISHARES INC

+$128.7K

13,486 -0%

减持

IYJ ISHARES TR

+$127.7K

9,150 -0%

增持

FLDR FIDELITY MERRIMACK STR TR

+$127.4K

79,796 +3%

减持

VTV VANGUARD INDEX FDS

+$114.2K

10,845 -2%

减持

VBR VANGUARD INDEX FDS

+$109.5K

8,396 -3%

减持

PEP PEPSICO INC

-$104.4K

2,219 -24%

减持

MGK VANGUARD WORLD FD

-$90.9K

916 -25%

减持

BA BOEING CO

-$87.3K

2,427 -3%

增持

LOW LOWES COS INC

+$85.4K

1,662 +0%

减持

COST COSTCO WHSL CORP NEW

-$79.1K

291 -27%

减持

HD HOME DEPOT INC

-$74.9K

1,410 -25%

减持

STZ CONSTELLATION BRANDS INC

-$71.6K

979 -22%

减持

MCD MCDONALDS CORP

-$68.4K

2,124 -24%

增持

SCHA SCHWAB STRATEGIC TR

+$61.6K

10,097 +5%

减持

PG PROCTER AND GAMBLE CO

-$60.7K

1,938 -19%

减持

— EXXON MOBIL CORP

-$58.0K

4,891 -11%

减持

XAR SPDR SER TR

+$52.5K

3,407 -1%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$48.7K

80,120 -3%

减持

WMT WALMART INC

+$48.0K

9,499 -11%

减持

VHT VANGUARD WORLD FD

+$47.2K

6,146 -3%

增持

AMAT APPLIED MATLS INC

-$45.4K

2,023 +5%

增持

NVDA NVIDIA CORPORATION

+$44.5K

10,302 +5%

减持

VOO VANGUARD INDEX FDS

+$37.7K

2,020 -2%

增持

AXP AMERICAN EXPRESS CO

+$36.4K

908 +0%

增持

PAVE GLOBAL X FDS

+$33.4K

7,988 +0%

减持

IYH ISHARES TR

-$33.0K

19,000 -8%

增持

DE DEERE & CO

+$32.9K

727 +0%

增持

IYC ISHARES TR

+$31.3K

4,629 +0%

减持

FVD FIRST TR VALUE LINE DIVID IN

+$30.4K

12,548 -5%

减持

XLP SELECT SECTOR SPDR TR

+$30.0K

19,825 -6%

减持

ITOT ISHARES TR

-$29.6K

3,776 -11%

增持

GOOGL ALPHABET INC

-$29.1K

1,811 +0%

减持

USMV ISHARES TR

+$26.8K

4,638 -2%

增持

IJH ISHARES TR

+$21.8K

5,424 +0%

减持

XLU SELECT SECTOR SPDR TR

+$19.6K

6,698 -12%

减持

VBK VANGUARD INDEX FDS

+$18.9K

1,568 -2%

增持

SPY SPDR S&P 500 ETF TR

+$18.6K

625 +0%

增持

VYM VANGUARD WHITEHALL FDS

+$17.8K

1,715 +1%

增持

IYW ISHARES TR

+$14.4K

1,945 +4%

减持

RSPS INVESCO EXCHANGE TRADED FD T

+$10.4K

33,328 -5%

减持

VB VANGUARD INDEX FDS

+$8.4K

3,599 -7%

增持

WM WASTE MGMT INC DEL

-$5.1K

1,017 +0%

减持

VUG VANGUARD INDEX FDS

-$5.0K

12,900 -3%

减持

EFAV ISHARES TR

-$995

3,037 -10%

减持

IVV ISHARES TR

-$148

830 -5%