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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 116 项
建仓 5
增持 19
减持 55
清仓 37
方向
标的
Δ市值
现股数(环比)
清仓
PM
PHILIP MORRIS INTL INC
-$7.6M
0
-100%
减持
HD
HOME DEPOT INC
-$4.9M
1,172
-92%
清仓
QCOM
QUALCOMM INC
-$4.7M
0
-100%
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
PG
PROCTER AND GAMBLE CO
-$4.5M
1,593
-94%
减持
SPY
SPDR S&P 500 ETF TR
-$4.0M
513
-93%
减持
PEP
PEPSICO INC
-$3.4M
2,067
-92%
清仓
PFE
PFIZER INC
-$2.4M
0
-100%
清仓
WPC
WP CAREY INC
-$2.3M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.0M
1,692
-90%
减持
VBK
VANGUARD INDEX FDS
-$1.7M
1,465
-83%
清仓
FEZ
SPDR INDEX SHS FDS
-$1.5M
0
-100%
清仓
IWP
ISHARES TR
-$1.2M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
1,307,298
+2%
清仓
TSLA
TESLA INC
-$938.9K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$911.4K
19,116
+3%
减持
AAPL
APPLE INC
-$907.8K
43,186
-2%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$885.8K
0
-100%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$858.4K
12,130
清仓
V
VISA INC
-$856.9K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$811.7K
2,392
-43%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$785.2K
115,078
+16%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$780.2K
0
-100%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$779.1K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$751.3K
8,016
-38%
清仓
IWD
ISHARES TR
-$747.5K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$734.4K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$720.4K
0
-100%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$596.6K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$586.3K
9,156
-28%
增持
IJR
ISHARES TR
+$568.4K
52,289
+6%
清仓
NFLX
NETFLIX INC
-$558.6K
0
-100%
清仓
IWF
ISHARES TR
-$542.5K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$534.6K
15,962
-43%
减持
VBR
VANGUARD INDEX FDS
-$494.7K
7,100
-30%
减持
COIN
COINBASE GLOBAL INC
+$479.3K
3,428
-18%
清仓
UNH
UNITEDHEALTH GROUP INC
-$475.8K
0
-100%
减持
WMT
WALMART INC
-$474.7K
5,376
-53%
清仓
USO
UNITED STS OIL FD LP
-$458.3K
0
-100%
清仓
RTX
RTX CORPORATION
-$449.0K
0
-100%
增持
SHYG
ISHARES TR
+$404.3K
84,017
+11%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$403.3K
0
-100%
清仓
O
REALTY INCOME CORP
-$391.7K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$375.5K
66,026
-7%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$365.7K
0
-100%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$362.6K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$347.2K
12,224
-21%
清仓
VTI
VANGUARD INDEX FDS
-$345.7K
0
-100%
建仓
WSFS
WSFS FINL CORP
+$338.7K
6,157
清仓
SPMD
SPDR SER TR
-$334.4K
0
-100%
清仓
DIS
DISNEY WALT CO
-$326.3K
0
-100%
减持
VHT
VANGUARD WORLD FD
-$324.1K
4,001
-20%
建仓
DELL
DELL TECHNOLOGIES INC
+$309.5K
2,525
清仓
VGT
VANGUARD WORLD FD
-$306.9K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$293.2K
2,797
-56%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$288.4K
0
-100%
减持
IUSG
ISHARES TR
+$286.1K
17,260
-5%
清仓
PSA
PUBLIC STORAGE OPER CO
-$280.0K
0
-100%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$263.6K
2,925
清仓
SHW
SHERWIN WILLIAMS CO
-$262.7K
0
-100%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$255.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$252.0K
4,211
-59%
清仓
USAI
PACER FDS TR
-$246.2K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$237.8K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$237.2K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$228.0K
7,898
+3%
增持
AMAT
APPLIED MATLS INC
+$225.6K
3,240
+28%
清仓
NKE
NIKE INC
-$222.4K
0
-100%
建仓
DGRO
ISHARES TR
+$208.2K
3,257
清仓
EXC
EXELON CORP
-$203.2K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$201.4K
2,989
-48%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$185.6K
68,159
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$180.4K
698
-55%
减持
SDY
SPDR SERIES TRUST
-$172.6K
20,024
-6%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$162.4K
39,913
-7%
增持
VXUS
VANGUARD STAR FDS
+$150.6K
6,418
+36%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$144.7K
40,182
+2%
减持
XAR
SPDR SERIES TRUST
+$128.4K
3,145
-6%
减持
SCHA
SCHWAB STRATEGIC TR
-$125.5K
13,865
-32%
减持
XLP
SELECT SECTOR SPDR TR
-$118.7K
16,578
-7%
减持
ACWV
ISHARES INC
-$116.6K
11,317
-10%
减持
MGV
VANGUARD WORLD FD
+$104.6K
46,919
-0%
减持
AMZN
AMAZON COM INC
+$103.9K
6,768
-7%
减持
BSV
VANGUARD BD INDEX FDS
-$102.4K
194,290
-1%
减持
LOW
LOWES COS INC
-$100.3K
1,195
-24%
减持
MCD
MCDONALDS CORP
-$99.4K
1,837
-10%
减持
ITOT
ISHARES TR
-$96.4K
1,911
-34%
减持
IYH
ISHARES TR
-$91.9K
13,341
-4%
增持
IYW
ISHARES TR
+$91.5K
2,355
+4%
减持
—
EXXON MOBIL CORP
-$75.2K
4,258
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$71.9K
524
-15%
减持
IWS
ISHARES TR
-$67.3K
1,811
-26%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$60.2K
1,975
-49%
减持
MSFT
MICROSOFT CORP
+$51.9K
2,857
-22%
增持
IYC
ISHARES TR
+$48.4K
4,233
+0%
减持
MGK
VANGUARD WORLD FD
+$44.7K
905
-2%
减持
VUSB
VANGUARD BD INDEX FDS
-$41.8K
7,433
-10%
减持
UITB
VICTORY PORTFOLIOS II
-$40.0K
227,341
-1%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$32.0K
24,813
-1%
减持
IVV
ISHARES TR
-$30.7K
611
-16%
减持
IYJ
ISHARES TR
-$28.8K
7,395
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$27.9K
918
-6%
减持
COST
COSTCO WHSL CORP NEW
-$24.9K
308
-12%
减持
NSC
NORFOLK SOUTHN CORP
-$21.5K
891
-15%
增持
EFAV
ISHARES TR
+$20.7K
2,806
+2%
减持
VB
VANGUARD INDEX FDS
+$20.1K
3,117
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$19.8K
6,045
+1%
减持
GOOGL
ALPHABET INC
-$15.5K
1,746
-16%
减持
DE
DEERE & CO
+$13.7K
709
-4%
减持
BX
BLACKSTONE INC
-$12.1K
1,492
-11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.8K
56,648
+1%
增持
MA
MASTERCARD INCORPORATED
+$5.4K
370
+0%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$3.7K
11,238
+1%
增持
VTEB
VANGUARD MUN BD FDS
-$3.3K
18,190
+1%
减持
META
META PLATFORMS INC
-$2.0K
302
-22%
增持
USMV
ISHARES TR
+$1.9K
4,585
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.7K
19,664
+1%
