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Plan A Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Plan A Wealth LLC
报告期 2026-03-31 · CIK 0002093645
持仓数
178
前50大市值合计
$165.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 110 项
建仓 35
增持 22
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
PTL
NORTHERN LTS FD TR IV
+$8.6M
41,942
增持
OAIM
UNIFIED SER TR
+$6.0M
215,409
+495%
增持
TPSC
TIMOTHY PLAN
+$1.5M
90,677
+91%
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
SCHO
SCHWAB STRATEGIC TR
+$1.5M
60,260
减持
SPEM
SPDR INDEX SHS FDS
-$1.5M
113,801
-27%
建仓
BCI
ABRDN ETFS
+$1.3M
62,193
增持
IBD
NORTHERN LTS FD TR IV
+$1.1M
136,442
+53%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.1M
22,512
+366%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.0M
52,171
-30%
减持
SPYM
SPDR SER TR
-$876.1K
32,748
-25%
减持
ARTY
ISHARES TR
-$850.8K
42,510
-28%
减持
SPSM
SPDR SER TR
-$841.2K
45,296
-24%
减持
SPDW
SPDR INDEX SHS FDS
-$830.1K
94,931
-24%
减持
VO
VANGUARD INDEX FDS
-$789.2K
9,749
-22%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$705.7K
0
-100%
减持
VIDI
ETF SER SOLUTIONS
-$602.1K
55,409
-33%
减持
VBND
ETF SER SOLUTIONS
-$590.0K
42,285
-26%
减持
BBH
VANECK ETF TRUST
-$467.4K
12,095
-20%
减持
ESGE
ISHARES INC
-$463.9K
87,135
-17%
建仓
ROP
ROPER TECHNOLOGIES INC
+$423.3K
718
建仓
FISV
FISERV INC
+$402.6K
1,823
减持
VUG
VANGUARD INDEX FDS
-$382.9K
1,170
-41%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$379.6K
265
建仓
—
TOTALENERGIES SE
+$379.2K
5,861
建仓
VFLO
VICTORY PORTFOLIOS II
+$366.3K
10,685
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$358.1K
1,440
减持
TPLC
TIMOTHY PLAN
-$345.0K
35,100
-18%
减持
EMB
ISHARES TR
-$342.4K
22,269
-16%
清仓
OALC
UNIFIED SER TR
-$333.1K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$330.0K
602
减持
TSLA
TESLA INC
-$318.7K
894
-34%
建仓
AME
AMETEK INC
+$307.1K
1,784
建仓
LOW
LOWES COS INC
+$306.9K
1,316
建仓
MCK
MCKESSON CORP
+$301.5K
448
建仓
SHEL
SHELL PLC
+$301.3K
4,112
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$300.6K
1,811
增持
AAPL
APPLE INC
+$287.9K
6,502
+41%
建仓
FNDX
SCHWAB STRATEGIC TR
+$273.4K
11,579
减持
BIBL
NORTHERN LTS FD TR IV
-$268.0K
39,839
-14%
建仓
KHC
KRAFT HEINZ CO
+$267.8K
8,801
建仓
CBOE
CBOE GLOBAL MKTS INC
+$263.4K
1,164
减持
AMZN
AMAZON COM INC
-$262.1K
3,793
-15%
建仓
AXP
AMERICAN EXPRESS CO
+$258.0K
959
建仓
NEE
NEXTERA ENERGY INC
+$251.0K
3,541
建仓
KVUE
KENVUE INC
+$250.8K
10,458
清仓
ITOT
ISHARES TR
-$250.4K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$250.3K
802
减持
VTV
VANGUARD INDEX FDS
-$248.3K
2,123
-42%
建仓
LLY
ELI LILLY & CO
+$247.8K
300
清仓
EIX
EDISON INTL
-$247.5K
0
-100%
建仓
AVGO
BROADCOM INC
+$242.6K
1,449
增持
COST
COSTCO WHSL CORP NEW
+$239.9K
554
+79%
减持
OAEM
UNIFIED SER TR
-$239.0K
15,282
-34%
建仓
ABBV
ABBVIE INC
+$228.8K
1,092
建仓
HMC
HONDA MOTOR LTD
+$222.9K
8,217
建仓
WRB
BERKLEY W R CORP
+$216.0K
3,035
建仓
VOT
VANGUARD INDEX FDS
+$215.5K
881
清仓
MCD
MCDONALDS CORP
-$213.9K
0
-100%
建仓
TM
TOYOTA MOTOR CORP
+$212.7K
1,205
清仓
PEBO
PEOPLES BANCORP INC
-$212.3K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$211.1K
0
-100%
建仓
SHG
SHINHAN FINANCIAL GROUP CO L
+$208.3K
6,493
清仓
JNK
SPDR SER TR
-$205.4K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$204.9K
0
-100%
建仓
DE
DEERE & CO
+$204.2K
435
建仓
SLF
SUN LIFE FINANCIAL INC.
+$204.0K
3,563
增持
WWJD
NORTHERN LTS FD TR IV
+$203.3K
103,958
+1%
清仓
GIL
GILDAN ACTIVEWEAR INC
-$201.5K
0
-100%
建仓
RELX
RELX PLC
+$200.8K
3,983
减持
VEA
VANGUARD TAX-MANAGED FDS
-$182.3K
19,586
-20%
增持
GOOGL
ALPHABET INC
+$178.7K
3,670
+79%
减持
SPAB
SPDR SER TR
-$176.3K
48,594
-14%
增持
MSFT
MICROSOFT CORP
+$171.0K
5,106
+23%
减持
VOE
VANGUARD INDEX FDS
-$134.8K
1,613
-34%
减持
PICB
INVESCO EXCH TRADED FD TR II
-$121.9K
49,002
-13%
减持
XLK
SELECT SECTOR SPDR TR
-$120.4K
1,774
-15%
减持
IVV
ISHARES TR
-$119.9K
1,708
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$100.8K
18,597
-13%
减持
IWM
ISHARES TR
-$92.1K
2,694
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$89.0K
5,506
-12%
减持
MRK
MERCK & CO INC
-$77.4K
4,863
-6%
增持
ELCV
STRATEGY SHS
+$72.0K
12,090
+31%
增持
SCHZ
SCHWAB STRATEGIC TR
+$68.0K
20,713
+14%
增持
NVDA
NVIDIA CORPORATION
-$63.9K
24,017
+21%
建仓
—
ICL GROUP LTD
+$59.5K
10,593
增持
JNJ
JOHNSON & JOHNSON
+$59.5K
2,796
+0%
减持
IWR
ISHARES TR
-$55.5K
5,769
-7%
减持
GEV
GE VERNOVA INC
-$53.7K
909
-10%
减持
GE
GE AEROSPACE
+$52.6K
3,616
-10%
增持
SCHF
SCHWAB STRATEGIC TR
+$43.6K
12,155
+14%
增持
SCHX
SCHWAB STRATEGIC TR
+$41.3K
16,562
+18%
增持
AFL
AFLAC INC
+$37.3K
4,749
+0%
增持
OACP
UNIFIED SER TR
+$28.3K
17,955
+6%
增持
DIS
DISNEY WALT CO
-$27.7K
2,196
+0%
减持
IEMG
ISHARES INC
-$27.4K
6,571
-10%
增持
JPM
JPMORGAN CHASE & CO.
+$23.9K
3,800
+0%
减持
PEP
PEPSICO INC
-$23.0K
4,041
-2%
减持
IEFA
ISHARES TR
-$22.2K
8,239
-10%
减持
BAC
BANK AMERICA CORP
-$19.1K
6,293
-2%
建仓
SID
COMPANHIA SIDERURGICA NACION
+$18.9K
11,307
减持
BND
VANGUARD BD INDEX FDS
-$15.4K
9,728
-4%
减持
PFE
PFIZER INC
-$15.2K
10,298
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$11.7K
685
-9%
减持
WFC
WELLS FARGO CO NEW
+$8.9K
11,103
-1%
增持
GBDC
GOLUB CAP BDC INC
+$6.8K
11,555
+4%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$6.6K
15,214
-2%
减持
OKE
ONEOK INC NEW
-$6.2K
2,020
-2%
减持
ABEV
AMBEV SA
+$5.2K
18,500
-10%
增持
VOO
VANGUARD INDEX FDS
+$2.7K
974
+5%
增持
CMCSA
COMCAST CORP NEW
+$1.9K
6,948
+2%
