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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 77 项建仓 1增持 37减持 34清仓 5

方向

标的

Δ市值

现股数(环比)

增持

UITB VICTORY PORTFOLIOS II

+$2.0M

216,995 +30%

增持

BSV VANGUARD BD INDEX FDS

+$1.7M

252,950 +11%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$784.4K

74,691 -4%

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

AAPL APPLE INC

+$765.8K

43,202 +0%

减持

VUSB VANGUARD BD INDEX FDS

-$752.8K

8,903 -63%

增持

SCHD SCHWAB STRATEGIC TR

+$669.6K

1,161,204 +216%

增持

IJR ISHARES TR

+$627.2K

40,830 +17%

增持

COIN COINBASE GLOBAL INC

+$627.0K

4,057 +90%

增持

AMZN AMAZON COM INC

+$582.7K

6,928 +38%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$569.0K

51,693 +28%

增持

VOO VANGUARD INDEX FDS

+$546.3K

2,993 +48%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$505.8K

33,097 +34%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$504.7K

75,098 -6%

减持

MGV VANGUARD WORLD FD

-$414.6K

50,477 -4%

增持

VOT VANGUARD INDEX FDS

+$408.3K

17,113 +6%

增持

NVDA NVIDIA CORPORATION

+$364.1K

12,027 +17%

减持

VHT VANGUARD WORLD FD

-$358.9K

5,422 -12%

减持

SDY SPDR SER TR

-$350.4K

21,691 -4%

减持

IYH ISHARES TR

-$305.6K

15,950 -16%

减持

RSPS INVESCO EXCHANGE TRADED FD T

-$285.9K

26,344 -21%

建仓

VXUS VANGUARD STAR FDS

+$277.0K

4,701

清仓

STZ CONSTELLATION BRANDS INC

-$252.4K

0 -100%

清仓

AXP AMERICAN EXPRESS CO

-$246.3K

0 -100%

清仓

HCA HCA HEALTHCARE INC

-$236.4K

0 -100%

减持

VUG VANGUARD INDEX FDS

+$209.8K

12,578 -2%

清仓

RSPU INVESCO EXCHANGE TRADED FD T

-$205.4K

0 -100%

清仓

JPEF J P MORGAN EXCHANGE TRADED F

-$202.0K

0 -100%

减持

XLP SELECT SECTOR SPDR TR

-$198.0K

18,414 -7%

增持

VT VANGUARD INTL EQUITY INDEX F

+$183.5K

40,623 +6%

减持

VTV VANGUARD INDEX FDS

-$182.0K

10,108 -7%

增持

VO VANGUARD INDEX FDS

+$150.5K

7,808 +8%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$140.3K

5,047 +60%

减持

— EXXON MOBIL CORP

-$104.8K

4,356 -11%

减持

VBR VANGUARD INDEX FDS

-$97.0K

8,017 -5%

减持

ACWV ISHARES INC

-$96.2K

13,263 -2%

减持

IUSG ISHARES TR

+$94.0K

21,787 -2%

减持

WMT WALMART INC

+$82.2K

9,399 -1%

减持

ITOT ISHARES TR

-$80.2K

3,064 -19%

减持

PEP PEPSICO INC

-$66.9K

2,041 -8%

减持

BA BOEING CO

-$66.9K

1,707 -30%

减持

VOE VANGUARD INDEX FDS

-$66.7K

9,384 -1%

减持

LOW LOWES COS INC

-$65.2K

1,560 -6%

减持

XLU SELECT SECTOR SPDR TR

-$64.9K

6,291 -6%

减持

FVD FIRST TR VALUE LINE DIVID IN

-$64.8K

11,596 -8%

增持

IYW ISHARES TR

+$59.5K

2,222 +14%

增持

FLDR FIDELITY MERRIMACK STR TR

+$45.8K

81,161 +2%

减持

MCD MCDONALDS CORP

-$43.3K

2,081 -2%

减持

VB VANGUARD INDEX FDS

-$42.3K

3,377 -6%

增持

IYC ISHARES TR

+$38.3K

4,633 +0%

增持

BX BLACKSTONE INC

+$36.0K

1,578 +2%

增持

MGK VANGUARD WORLD FD

+$33.8K

957 +4%

增持

NEE NEXTERA ENERGY INC

-$33.1K

3,348 +4%

增持

PANW PALO ALTO NETWORKS INC

+$30.4K

2,746 +100%

减持

GOOGL ALPHABET INC

+$29.8K

1,744 -4%

减持

IJH ISHARES TR

-$28.4K

4,969 -8%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$24.6K

688 -6%

增持

COST COSTCO WHSL CORP NEW

+$23.7K

308 +6%

增持

VBK VANGUARD INDEX FDS

+$23.4K

1,581 +1%

减持

EFAV ISHARES TR

-$21.9K

2,985 -2%

增持

VGT VANGUARD WORLD FD

+$20.9K

565 +0%

增持

HD HOME DEPOT INC

-$20.6K

1,416 +0%

增持

MSFT MICROSOFT CORP

+$20.3K

2,834 +4%

减持

XAR SPDR SER TR

+$19.9K

3,353 -2%

减持

PG PROCTER AND GAMBLE CO

-$19.0K

1,889 -3%

减持

USMV ISHARES TR

-$18.1K

4,565 -2%

减持

IYJ ISHARES TR

-$17.7K

9,028 -1%

增持

JMUB J P MORGAN EXCHANGE TRADED F

-$12.3K

18,132 +1%

增持

PEG PUBLIC SVC ENTERPRISE GRP IN

-$11.6K

2,603 +0%

增持

NSC NORFOLK SOUTHN CORP

-$11.0K

881 +0%

增持

VTEB VANGUARD MUN BD FDS

-$8.2K

17,943 +1%

减持

IVV ISHARES TR

+$7.3K

826 -0%

增持

DE DEERE & CO

+$5.7K

730 +0%

增持

WM WASTE MGMT INC DEL

-$5.2K

1,021 +0%

增持

SCHA SCHWAB STRATEGIC TR

+$4.7K

20,291 +101%

增持

AMAT APPLIED MATLS INC

+$2.3K

2,528 +25%

增持

VYM VANGUARD WHITEHALL FDS

+$615

1,728 +1%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$144

970 +1%