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ESG Planning

报告期 2026-03-31 · CIK 0001931465

持仓数

75

前50大市值合计

$218.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$19.7M

113,154

9.0%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$18.8M

255,450

8.6%

MUB ISHARES TR

NATIONAL MUN ETF

$16.6M

156,224

7.6%

JNK SPDR SERIES TRUST

STATE STREET SPD

$10.7M

111,333

4.9%

AAPL APPLE INC

COM

$10.2M

40,031

4.6%

VGT VANGUARD WORLD FD

INF TECH ETF

$9.7M

13,906

4.4%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$9.0M

172,955

4.1%

GOOGL ALPHABET INC

CAP STK CL A

$7.1M

24,860

3.3%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$7.1M

94,267

3.2%

AMZN AMAZON COM INC

COM

$6.6M

31,852

3.0%

VCR VANGUARD WORLD FD

CONSUM DIS ETF

$6.4M

17,854

2.9%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$6.3M

98,485

2.9%

IVOG VANGUARD ADMIRAL FDS INC

MIDCP 400 GRTH

$5.0M

39,618

2.3%

VFH VANGUARD WORLD FD

FINANCIALS ETF

$4.8M

39,708

2.2%

VIS VANGUARD WORLD FD

INDUSTRIAL ETF

$4.8M

15,312

2.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.9M

12,305

1.8%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$3.9M

54,768

1.8%

GLD SPDR GOLD TR

GOLD SHS

$3.8M

8,830

1.7%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$3.6M

15,938

1.6%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$3.5M

9,015

1.6%

VOX VANGUARD WORLD FD

COMM SRVC ETF

$3.3M

18,129

1.5%

XLRE SELECT SECTOR SPDR TR

STATE STREET REA

$3.2M

79,533

1.5%

VHT VANGUARD WORLD FD

HEALTH CAR ETF

$2.8M

10,273

1.3%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$2.6M

8,710

1.2%

MRK MERCK & CO INC

COM

$2.6M

21,785

1.2%

MSFT MICROSOFT CORP

COM

$2.5M

6,751

1.1%

META META PLATFORMS INC

CL A

$2.5M

4,333

1.1%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$2.4M

18,203

1.1%

EFG ISHARES TR

EAFE GRWTH ETF

$2.4M

21,545

1.1%

SGOV ISHARES TR

0-3 MNTH TREASRY

$2.4M

23,447

1.1%

CRWD CROWDSTRIKE HLDGS INC

CL A

$2.3M

5,956

1.1%

V VISA INC

COM CL A

$2.3M

7,568

1.0%

MA MASTERCARD INCORPORATED

CL A

$2.2M

4,437

1.0%

ORCL ORACLE CORP

COM

$2.1M

14,444

1.0%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$1.8M

47,394

0.8%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$1.6M

35,832

0.8%

ABBV ABBVIE INC

COM

$1.5M

6,919

0.7%

JNJ JOHNSON & JOHNSON

COM

$1.5M

6,150

0.7%

UNH UNITEDHEALTH GROUP INC

COM

$1.4M

5,322

0.7%

HON HONEYWELL INTL INC

COM

$1.4M

6,242

0.6%

APP APPLOVIN CORP

COM CL A

$1.4M

3,469

0.6%

EDIV SPDR INDEX SHS FDS

STATE STREET SPD

$1.4M

34,635

0.6%

TMO THERMO FISHER SCIENTIFIC INC

COM

$1.3M

2,717

0.6%

EQIX EQUINIX INC

COM

$1.3M

1,352

0.6%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.2M

23,059

0.6%

UNP UNION PAC CORP

COM

$1.2M

5,119

0.6%

VAW VANGUARD WORLD FD

MATERIALS ETF

$1.2M

5,446

0.6%

IGV ISHARES TR

EXPANDED TECH

$1.1M

13,816

0.5%

LOW LOWES COS INC

COM

$1.1M

4,640

0.5%

COST COSTCO WHOLESALE CORPORATION

COM

$849.2K

852

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

NVDA9.0%BND8.6%MUB7.6%JNK4.9%AAPL4.6%VGT4.4%

ESG Planning 13F 持仓明细(2026-03-31) · 小隐寺数据中心