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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 83 项建仓 8增持 43减持 32

方向

标的

Δ市值

现股数(环比)

增持

SCHD SCHWAB STRATEGIC TR

+$2.5M

1,361,756 +4%

减持

AAPL APPLE INC

+$2.1M

43,052 -0%

增持

SHYG ISHARES TR

+$997.9K

106,752 +27%

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。

建仓

NEAR ISHARES U S ETF TR

+$943.1K

18,392

增持

UITB VICTORY PORTFOLIOS II

+$769.1K

241,373 +6%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$651.1K

67,664 -1%

增持

IJR ISHARES TR

+$607.5K

53,204 +2%

增持

VT VANGUARD INTL EQUITY INDEX F

+$506.5K

40,900 +2%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$418.8K

45,283 +13%

减持

NVDA NVIDIA CORPORATION

+$386.0K

15,585 -2%

增持

JIRE J P MORGAN EXCHANGE TRADED F

+$366.1K

16,652 +37%

建仓

ITA ISHARES TR

+$248.5K

1,188

建仓

BIV VANGUARD BD INDEX FDS

+$231.3K

2,962

建仓

CAT CATERPILLAR INC

+$224.1K

470

增持

FLDR FIDELITY MERRIMACK STR TR

+$211.5K

118,993 +3%

建仓

FDVV FIDELITY COVINGTON TRUST

+$206.2K

3,702

建仓

FIGB FIDELITY MERRIMACK STR TR

+$204.0K

4,690

建仓

AXP AMERICAN EXPRESS CO

+$202.5K

610

减持

VUG VANGUARD INDEX FDS

+$191.1K

11,572 -5%

减持

IUSG ISHARES TR

+$186.8K

16,912 -2%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$164.9K

67,735 +3%

减持

VOT VANGUARD INDEX FDS

+$162.8K

19,058 -0%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$157.1K

4,626 +65%

增持

VO VANGUARD INDEX FDS

+$156.8K

8,058 +2%

建仓

AGNC AGNC INVT CORP

+$119.9K

12,248

减持

MGV VANGUARD WORLD FD

-$119.8K

43,821 -7%

增持

VOO VANGUARD INDEX FDS

+$110.5K

2,399 +0%

减持

VHT VANGUARD WORLD FD

-$105.5K

3,421 -14%

减持

GOOGL ALPHABET INC

+$105.2K

1,699 -3%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$104.7K

2,050 +4%

增持

MSFT MICROSOFT CORP

+$97.4K

2,932 +3%

减持

XLP SELECT SECTOR SPDR TR

-$80.2K

16,105 -3%

增持

IWS ISHARES TR

+$79.5K

2,282 +26%

增持

IYW ISHARES TR

+$79.2K

2,488 +6%

增持

XAR SPDR SERIES TRUST

+$77.2K

3,152 +0%

增持

AMAT APPLIED MATLS INC

+$71.8K

3,248 +0%

减持

BSV VANGUARD BD INDEX FDS

-$70.9K

192,874 -1%

增持

VYM VANGUARD WHITEHALL FDS

+$68.2K

2,084 +23%

减持

SDY SPDR SERIES TRUST

-$67.1K

18,927 -5%

增持

VB VANGUARD INDEX FDS

+$61.0K

3,145 +1%

增持

DELL DELL TECHNOLOGIES INC

+$56.8K

2,584 +2%

减持

VOE VANGUARD INDEX FDS

+$56.7K

7,876 -2%

减持

VTV VANGUARD INDEX FDS

+$53.2K

8,962 -2%

增持

WMT WALMART INC

+$50.1K

5,587 +4%

增持

NSC NORFOLK SOUTHN CORP

+$40.9K

895 +0%

增持

SCHA SCHWAB STRATEGIC TR

+$36.9K

13,895 +0%

增持

LOW LOWES COS INC

+$36.6K

1,200 +0%

增持

DE DEERE & CO

-$35.3K

712 +0%

增持

BX BLACKSTONE INC

+$33.1K

1,500 +1%

增持

PAVE GLOBAL X FDS

+$32.9K

8,011 +0%

增持

DGRO ISHARES TR

+$32.2K

3,532 +8%

增持

VXUS VANGUARD STAR FDS

+$30.4K

6,450 +0%

减持

MGK VANGUARD WORLD FD

+$30.0K

898 -1%

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$28.5K

55,900 -1%

增持

CEG CONSTELLATION ENERGY CORP

+$27.7K

1,566 +4%

减持

MCD MCDONALDS CORP

-$27.7K

1,675 -9%

增持

USMV ISHARES TR

+$27.1K

4,809 +5%

增持

VTEB VANGUARD MUN BD FDS

+$26.6K

18,344 +1%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$24.3K

1,045 +14%

增持

VIGI VANGUARD WHITEHALL FDS

+$22.8K

3,198 +9%

减持

RSPS INVESCO EXCHANGE TRADED FD T

-$22.6K

24,672 -1%

增持

IYC ISHARES TR

+$22.3K

4,237 +0%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$21.4K

4,238 +1%

增持

NEE NEXTERA ENERGY INC

+$19.7K

3,010 +1%

增持

COST COSTCO WHSL CORP NEW

-$19.5K

309 +0%

增持

JPM JPMORGAN CHASE & CO.

+$18.8K

701 +0%

增持

JMUB J P MORGAN EXCHANGE TRADED F

+$18.6K

19,710 +0%

减持

AMZN AMAZON COM INC

-$18.3K

6,679 -1%

减持

ITOT ISHARES TR

+$17.6K

1,893 -1%

减持

IYH ISHARES TR

-$16.8K

12,546 -6%

减持

HCA HCA HEALTHCARE INC

+$14.8K

558 -4%

减持

— EXXON MOBIL CORP

+$14.8K

4,202 -1%

减持

VUSB VANGUARD BD INDEX FDS

-$13.3K

7,149 -4%

减持

XLU SELECT SECTOR SPDR TR

+$11.9K

5,797 -4%

减持

VBR VANGUARD INDEX FDS

-$10.9K

6,582 -7%

增持

PG PROCTER AND GAMBLE CO

-$7.9K

1,600 +0%

减持

IVV ISHARES TR

-$5.9K

558 -9%

减持

FVD FIRST TR EXCHANGE-TRADED FD

+$5.8K

10,989 -2%

增持

WSFS WSFS FINL CORP

-$5.6K

6,176 +0%

减持

IYJ ISHARES TR

+$5.5K

7,252 -2%

减持

VBK VANGUARD INDEX FDS

-$4.0K

1,350 -8%

减持

PEP PEPSICO INC

+$1.8K

1,956 -5%

减持

HD HOME DEPOT INC

+$1.4K

1,064 -9%