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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 118 项
建仓 42
增持 47
减持 27
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
PM
PHILIP MORRIS INTL INC
+$7.6M
47,983
增持
HD
HOME DEPOT INC
+$4.8M
14,534
+926%
建仓
QCOM
QUALCOMM INC
+$4.7M
30,611
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
PG
PROCTER AND GAMBLE CO
+$4.4M
27,842
+1374%
减持
BSV
VANGUARD BD INDEX FDS
-$4.2M
196,641
-22%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.1M
1,280,082
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
7,636
+1122%
增持
PEP
PEPSICO INC
+$3.3M
24,409
+1096%
建仓
SHYG
ISHARES TR
+$3.2M
75,733
建仓
PFE
PFIZER INC
+$2.4M
96,107
建仓
WPC
WP CAREY INC
+$2.3M
37,191
增持
VYM
VANGUARD WHITEHALL FDS
+$2.0M
17,337
+903%
增持
VBK
VANGUARD INDEX FDS
+$1.7M
8,501
+438%
建仓
FEZ
SPDR INDEX SHS FDS
+$1.5M
27,722
增持
NVDA
NVIDIA CORPORATION
+$1.4M
28,201
+134%
建仓
IWP
ISHARES TR
+$1.2M
10,301
增持
AAPL
APPLE INC
-$1.1M
43,975
+2%
建仓
TSLA
TESLA INC
+$938.9K
3,623
增持
FLDR
FIDELITY MERRIMACK STR TR
+$924.4K
99,297
+22%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$885.8K
5,114
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$862.3K
70,955
-5%
建仓
V
VISA INC
+$856.9K
2,445
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$780.2K
11,204
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$779.1K
14,699
增持
UITB
VICTORY PORTFOLIOS II
+$767.9K
228,823
+5%
建仓
IWD
ISHARES TR
+$747.5K
3,973
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$734.4K
3,306
减持
IUSG
ISHARES TR
-$726.3K
18,176
-17%
建仓
XLK
SELECT SECTOR SPDR TR
+$720.4K
3,489
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$596.6K
3,437
建仓
NFLX
NETFLIX INC
+$558.6K
599
增持
VOO
VANGUARD INDEX FDS
+$558.1K
4,223
+41%
增持
VOE
VANGUARD INDEX FDS
+$551.5K
12,892
+37%
增持
VUG
VANGUARD INDEX FDS
+$543.5K
15,387
+22%
建仓
IWF
ISHARES TR
+$542.5K
1,502
增持
VTV
VANGUARD INDEX FDS
+$493.1K
12,761
+26%
建仓
UNH
UNITEDHEALTH GROUP INC
+$475.8K
909
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$460.3K
10,170
建仓
USO
UNITED STS OIL FD LP
+$458.3K
5,927
建仓
RTX
RTX CORPORATION
+$449.0K
3,390
增持
IJR
ISHARES TR
+$441.9K
49,214
+21%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$403.3K
20,369
建仓
O
REALTY INCOME CORP
+$391.7K
6,753
建仓
JPM
JPMORGAN CHASE & CO.
+$382.8K
1,560
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$365.7K
7,195
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$362.6K
45,549
建仓
VTI
VANGUARD INDEX FDS
+$345.7K
1,257
建仓
SPMD
SPDR SER TR
+$334.4K
6,534
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$329.4K
3,903
建仓
DIS
DISNEY WALT CO
+$326.3K
3,305
清仓
IJH
ISHARES TR
-$309.6K
0
-100%
建仓
IWS
ISHARES TR
+$306.6K
2,434
增持
VBR
VANGUARD INDEX FDS
+$290.5K
10,088
+26%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$288.4K
687
增持
COIN
COINBASE GLOBAL INC
-$285.2K
4,193
+3%
建仓
PSA
PUBLIC STORAGE OPER CO
+$280.0K
936
建仓
SHW
SHERWIN WILLIAMS CO
+$262.7K
752
建仓
DFUV
DIMENSIONAL ETF TRUST
+$255.0K
6,189
减持
MGV
VANGUARD WORLD FD
-$253.8K
46,967
-7%
建仓
USAI
PACER FDS TR
+$246.2K
5,988
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$238.7K
56,223
+9%
建仓
BIV
VANGUARD BD INDEX FDS
+$237.8K
3,107
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$233.8K
71,251
-5%
建仓
NKE
NIKE INC
+$222.4K
3,503
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$219.9K
0
-100%
建仓
EXC
EXELON CORP
+$203.2K
4,410
建仓
MA
MASTERCARD INCORPORATED
+$202.3K
369
建仓
HCA
HCA HEALTHCARE INC
+$201.0K
582
增持
VT
VANGUARD INTL EQUITY INDEX F
+$194.8K
42,839
+5%
增持
VOT
VANGUARD INDEX FDS
+$182.4K
18,496
+8%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$175.2K
39,421
+19%
增持
MSFT
MICROSOFT CORP
+$175.1K
3,648
+29%
增持
NEE
NEXTERA ENERGY INC
+$168.9K
5,768
+72%
增持
WMT
WALMART INC
+$151.2K
11,394
+21%
增持
AMZN
AMAZON COM INC
-$139.0K
7,258
+5%
减持
PANW
PALO ALTO NETWORKS INC
-$129.4K
2,170
-21%
减持
IYJ
ISHARES TR
-$124.2K
8,305
-8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$120.1K
6,424
+27%
减持
VB
VANGUARD INDEX FDS
-$92.9K
3,240
-4%
减持
IYH
ISHARES TR
-$84.0K
13,883
-13%
减持
VO
VANGUARD INDEX FDS
-$80.2K
7,664
-2%
减持
IVV
ISHARES TR
-$76.3K
730
-12%
减持
IYC
ISHARES TR
-$72.0K
4,227
-9%
增持
—
EXXON MOBIL CORP
+$65.7K
4,492
+3%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$65.1K
19,489
+7%
减持
VHT
VANGUARD WORLD FD
-$58.0K
4,977
-8%
减持
BA
BOEING CO
-$53.9K
1,455
-15%
增持
SCHA
SCHWAB STRATEGIC TR
-$48.5K
20,327
+0%
增持
COST
COSTCO WHSL CORP NEW
+$48.3K
349
+13%
增持
VGT
VANGUARD WORLD FD
-$44.5K
566
+0%
增持
AMAT
APPLIED MATLS INC
-$43.4K
2,533
+0%
增持
NSC
NORFOLK SOUTHN CORP
+$42.7K
1,054
+20%
减持
MGK
VANGUARD WORLD FD
-$42.0K
928
-3%
减持
ITOT
ISHARES TR
-$39.6K
2,906
-5%
增持
IYW
ISHARES TR
-$37.8K
2,254
+1%
增持
DE
DEERE & CO
+$37.8K
739
+1%
增持
BX
BLACKSTONE INC
-$36.8K
1,683
+7%
减持
MCD
MCDONALDS CORP
+$32.7K
2,036
-2%
增持
WM
WASTE MGMT INC DEL
+$31.2K
1,024
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$29.4K
976
+1%
减持
VUSB
VANGUARD BD INDEX FDS
-$29.3K
8,273
-7%
增持
CEG
CONSTELLATION ENERGY CORP
-$25.0K
1,511
+3%
减持
SDY
SPDR SER TR
+$25.0K
21,303
-2%
增持
USMV
ISHARES TR
+$23.2K
4,575
+0%
增持
PAVE
GLOBAL X FDS
-$20.9K
8,001
+0%
减持
XAR
SPDR SER TR
-$20.9K
3,330
-1%
增持
LOW
LOWES COS INC
-$19.6K
1,567
+0%
增持
META
META PLATFORMS INC
+$18.9K
389
+11%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$17.3K
25,167
-4%
增持
VXUS
VANGUARD STAR FDS
+$15.8K
4,715
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.6K
613
-11%
减持
XLP
SELECT SECTOR SPDR TR
+$13.5K
17,889
-3%
减持
ACWV
ISHARES INC
+$10.1K
12,533
-6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$7.4K
11,182
-4%
增持
GOOGL
ALPHABET INC
-$6.9K
2,090
+20%
增持
VTEB
VANGUARD MUN BD FDS
-$4.4K
18,039
+1%
减持
EFAV
ISHARES TR
+$4.1K
2,761
-8%
减持
XLU
SELECT SECTOR SPDR TR
-$2.3K
6,010
-4%
