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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 103 项
建仓 9
增持 55
减持 35
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
IVE
ISHARES TR
+$22.4M
105,962
减持
SCHD
SCHWAB STRATEGIC TR
-$22.0M
485,048
-64%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$10.6M
229,934
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
BSV
VANGUARD BD INDEX FDS
-$10.3M
81,713
-62%
建仓
ISTB
ISHARES TR
+$4.6M
95,634
减持
SHYG
ISHARES TR
-$4.1M
34,459
-73%
减持
IJR
ISHARES TR
-$2.5M
37,635
-37%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$913.6K
52,859
-17%
增持
UITB
VICTORY PORTFOLIOS II
+$745.2K
298,691
+6%
减持
VUG
VANGUARD INDEX FDS
-$728.0K
10,240
-4%
增持
AAPL
APPLE INC
-$711.1K
42,845
+1%
建仓
IWD
ISHARES TR
+$589.0K
2,756
增持
NEAR
ISHARES U S ETF TR
+$474.3K
41,769
+29%
增持
ITA
ISHARES TR
+$337.4K
3,262
+86%
增持
MGV
VANGUARD WORLD FD
+$336.1K
44,376
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$302.4K
12,640
-32%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$302.2K
38,584
-3%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$299.7K
1,809
增持
FLDR
FIDELITY MERRIMACK STR TR
+$298.0K
119,909
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$296.1K
61,915
+10%
增持
VOT
VANGUARD INDEX FDS
-$295.9K
20,690
+3%
增持
AMAT
APPLIED MATLS INC
+$277.1K
3,256
+0%
清仓
IVV
ISHARES TR
-$266.6K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$247.8K
6,350
-11%
清仓
META
META PLATFORMS INC
-$239.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$230.9K
10,110
+10%
建仓
IJH
ISHARES TR
+$225.1K
3,333
建仓
EXC
EXELON CORP
+$216.7K
4,420
清仓
BX
BLACKSTONE INC
-$213.0K
0
-100%
减持
IUSG
ISHARES TR
-$212.8K
14,862
-1%
清仓
GOOG
ALPHABET INC
-$208.6K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$207.8K
850
减持
—
EXXON MOBIL CORP
+$205.9K
4,196
-0%
建仓
LOAR
LOAR HOLDINGS INC
+$204.6K
3,572
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$190.6K
8,773
+37%
减持
IYW
ISHARES TR
-$189.4K
1,830
-30%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$182.7K
19,687
+13%
增持
COHR
COHERENT CORP
+$174.0K
2,900
+4%
减持
AMZN
AMAZON COM INC
-$161.3K
6,528
-1%
增持
COIN
COINBASE GLOBAL INC
-$159.2K
3,528
+3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$153.5K
4,479
+69%
增持
NVDA
NVIDIA CORPORATION
-$124.0K
15,844
+2%
增持
MSFT
MICROSOFT CORP
-$117.7K
3,451
+20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$117.1K
69,009
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$111.3K
7,115
+40%
增持
WMT
WALMART INC
+$110.4K
5,897
+6%
减持
IYH
ISHARES TR
-$109.3K
8,792
-12%
减持
SDY
SPDR SERIES TRUST
+$104.6K
17,873
-1%
增持
DELL
DELL TECHNOLOGIES INC
+$94.9K
2,448
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$93.1K
744
+42%
增持
CEG
CONSTELLATION ENERGY CORP
-$91.7K
2,547
+12%
减持
VOO
VANGUARD INDEX FDS
-$88.9K
2,332
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$88.5K
49,190
+8%
增持
WSFS
WSFS FINL CORP
+$84.9K
6,525
+5%
增持
DE
DEERE & CO
+$70.9K
716
+0%
减持
VHT
VANGUARD WORLD FD
-$68.7K
2,993
-3%
增持
XLP
SELECT SECTOR SPDR TR
+$67.9K
15,687
+0%
增持
CAT
CATERPILLAR INC
+$64.5K
472
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$60.6K
12,914
+4%
减持
GOOGL
ALPHABET INC
-$58.5K
1,685
-3%
减持
VBR
VANGUARD INDEX FDS
-$57.7K
6,139
-7%
减持
PANW
PALO ALTO NETWORKS INC
-$55.0K
2,150
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$55.0K
1,056
+1%
增持
XPAY
ROUNDHILL ETF TRUST
+$51.6K
5,752
+35%
减持
HD
HOME DEPOT INC
-$49.1K
844
-11%
增持
XAR
SPDR SERIES TRUST
+$46.5K
3,172
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$45.3K
335
+0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$44.1K
626
-5%
增持
AGNC
AGNC INVT CORP
+$41.7K
17,481
+40%
增持
NEE
NEXTERA ENERGY INC
+$40.3K
3,077
+1%
增持
IWS
ISHARES TR
+$36.5K
2,712
+7%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$33.0K
21,610
-6%
减持
IYJ
ISHARES TR
-$29.2K
6,771
-2%
减持
ITOT
ISHARES TR
-$26.6K
1,796
-5%
增持
IYC
ISHARES TR
-$24.3K
3,982
+0%
减持
EFAV
ISHARES TR
-$23.0K
2,428
-14%
增持
PEP
PEPSICO INC
+$22.5K
1,612
+2%
减持
PAVE
GLOBAL X FDS
+$19.5K
6,992
-0%
增持
JPM
JPMORGAN CHASE & CO
-$18.8K
708
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$18.5K
2,124
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.2K
1,903
+29%
减持
VB
VANGUARD INDEX FDS
-$16.1K
2,850
-4%
增持
DGRO
ISHARES TR
+$16.1K
3,742
+5%
减持
USMV
ISHARES TR
-$15.4K
4,730
-2%
减持
USTB
VICTORY PORTFOLIOS II
-$14.1K
6,692
-4%
减持
VOE
VANGUARD INDEX FDS
+$12.2K
6,922
-3%
增持
MGK
VANGUARD WORLD FD
+$11.0K
1,031
+16%
增持
VXUS
VANGUARD STAR FDS
+$10.8K
6,158
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$8.3K
13,305
+0%
增持
VBK
VANGUARD INDEX FDS
+$8.2K
1,358
+2%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
+$5.6K
8,966
-1%
减持
PG
PROCTER & GAMBLE CO
-$5.4K
1,558
-3%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$5.4K
2,602
-10%
增持
FDVV
FIDELITY COVINGTON TRUST
-$5.1K
5,144
+1%
增持
LOW
LOWES COS INC
-$4.7K
1,196
+0%
增持
TBUX
T ROWE PRICE ETF INC
+$1.8K
4,374
+1%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$1.6K
4,145
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.3K
20,066
+1%
增持
BIV
VANGUARD BD INDEX FDS
-$669
3,777
+1%
增持
NSC
NORFOLK SOUTHN CORP
-$439
903
+0%
增持
FIGB
FIDELITY MERRIMACK STR TR
+$381
6,646
+1%
减持
MCD
MCDONALDS CORP
-$182
1,383
-2%
增持
VUSB
VANGUARD BD INDEX FDS
+$179
7,290
+0%
