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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 143 项
建仓 43
增持 58
减持 36
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
PTL
NORTHERN LTS FD TR IV
+$16.5M
109,491
+161%
增持
OAIM
UNIFIED SER TR
+$11.3M
484,954
+125%
增持
SCHO
SCHWAB STRATEGIC TR
+$3.1M
186,741
+210%
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。
增持
TPSC
TIMOTHY PLAN
+$2.7M
156,022
+72%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
29,449
+23%
增持
BCI
ABRDN ETFS
+$2.0M
158,769
+155%
减持
SPEM
SPDR INDEX SHS FDS
-$1.9M
59,482
-48%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.9M
54,212
+141%
减持
SPDW
SPDR INDEX SHS FDS
-$1.4M
50,500
-47%
增持
IBD
NORTHERN LTS FD TR IV
+$1.3M
190,994
+40%
增持
MSFT
MICROSOFT CORP
+$1.3M
6,423
+26%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.2M
15,485
-70%
减持
SPYM
SPDR SERIES TRUST
-$875.9K
17,576
-46%
减持
VIDI
ETF SER SOLUTIONS
-$866.3K
19,511
-65%
减持
VBND
ETF SER SOLUTIONS
-$842.1K
23,092
-45%
减持
BBH
VANECK ETF TRUST
-$822.4K
7,049
-42%
减持
VO
VANGUARD INDEX FDS
-$799.6K
6,152
-37%
减持
SPSM
SPDR SERIES TRUST
-$798.3K
24,601
-46%
减持
ESGE
ISHARES INC
-$722.6K
59,300
-32%
增持
WWJD
NORTHERN LTS FD TR IV
+$722.2K
114,339
+10%
减持
ARTY
ISHARES TR
-$651.4K
16,721
-61%
减持
EMB
ISHARES TR
-$580.1K
15,518
-30%
减持
SPAB
SPDR SERIES TRUST
-$550.0K
26,998
-44%
增持
AAPL
APPLE INC
+$544.9K
9,695
+49%
增持
AVGO
BROADCOM INC
+$533.9K
2,817
+94%
增持
IVV
ISHARES TR
+$529.2K
2,398
+40%
建仓
ORCL
ORACLE CORP
+$525.1K
2,402
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$504.2K
15,382
建仓
IX
ORIX CORP
+$473.9K
21,044
建仓
RF
REGIONS FINANCIAL CORP NEW
+$469.1K
19,943
增持
GOOGL
ALPHABET INC
+$456.0K
5,808
+58%
减持
TPLC
TIMOTHY PLAN
-$450.8K
23,138
-34%
减持
BIBL
NORTHERN LTS FD TR IV
-$440.8K
26,359
-34%
建仓
ADBE
ADOBE INC
+$440.7K
1,139
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$425.8K
5,160
-6%
建仓
—
EATON CORP PLC
+$419.1K
1,174
建仓
QCOM
QUALCOMM INC
+$418.4K
2,627
建仓
NUE
NUCOR CORP
+$412.8K
3,187
增持
SHG
SHINHAN FINANCIAL GROUP CO L
+$408.0K
13,640
+110%
建仓
SYK
STRYKER CORPORATION
+$402.8K
1,018
增持
AME
AMETEK INC
+$396.8K
3,890
+118%
建仓
TMDX
TRANSMEDICS GROUP INC
+$392.9K
2,932
建仓
CSCO
CISCO SYS INC
+$391.4K
5,641
建仓
BHP
BHP GROUP LTD
+$385.3K
8,012
建仓
IQV
IQVIA HLDGS INC
+$375.2K
2,381
减持
PICB
INVESCO EXCH TRADED FD TR II
-$371.3K
29,661
-39%
建仓
—
MEDTRONIC PLC
+$367.1K
4,211
建仓
MOS
MOSAIC CO NEW
+$364.8K
10,001
增持
ORLY
OREILLY AUTOMOTIVE INC
+$357.6K
8,180
+2987%
增持
COST
COSTCO WHSL CORP NEW
+$352.1K
885
+60%
建仓
IDV
ISHARES TR
+$351.2K
10,176
建仓
—
ASML HOLDING N V
+$348.6K
435
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$343.0K
292
增持
MA
MASTERCARD INCORPORATED
+$330.9K
1,176
+95%
增持
AXP
AMERICAN EXPRESS CO
+$328.3K
1,838
+92%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$324.7K
2,761
+52%
建仓
BKNG
BOOKING HOLDINGS INC
+$318.4K
55
增持
CBOE
CBOE GLOBAL MKTS INC
+$313.1K
2,472
+112%
增持
SLF
SUN LIFE FINANCIAL INC.
+$305.4K
7,666
+115%
建仓
A
AGILENT TECHNOLOGIES INC
+$304.0K
2,576
建仓
EW
EDWARDS LIFESCIENCES CORP
+$302.0K
3,862
增持
HMC
HONDA MOTOR LTD
+$291.1K
17,829
+117%
建仓
AMGN
AMGEN INC
+$289.3K
1,036
增持
LOW
LOWES COS INC
+$288.8K
2,685
+104%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$286.6K
2,187
+52%
增持
—
TOTALENERGIES SE
+$283.7K
10,798
+84%
增持
FISV
FISERV INC
+$279.8K
3,958
+117%
增持
SCHF
SCHWAB STRATEGIC TR
+$271.9K
23,181
+91%
建仓
PLD
PROLOGIS INC.
+$267.8K
2,548
增持
ROP
ROPER TECHNOLOGIES INC
+$262.6K
1,210
+69%
建仓
SCHG
SCHWAB STRATEGIC TR
+$261.6K
8,956
增持
TM
TOYOTA MOTOR CORP
+$260.1K
2,745
+128%
清仓
VOE
VANGUARD INDEX FDS
-$259.0K
0
-100%
建仓
ZTS
ZOETIS INC
+$256.5K
1,645
增持
RELX
RELX PLC
+$255.8K
8,403
+111%
建仓
FNDF
SCHWAB STRATEGIC TR
+$255.4K
6,382
增持
KHC
KRAFT HEINZ CO
+$247.8K
19,968
+127%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$239.0K
3,291
增持
SHEL
SHELL PLC
+$235.4K
7,622
+85%
建仓
CAT
CATERPILLAR INC
+$232.5K
599
清仓
ABBV
ABBVIE INC
-$228.8K
0
-100%
建仓
ITOT
ISHARES TR
+$217.7K
1,612
增持
SPY
SPDR S&P 500 ETF TR
+$217.1K
805
+61%
清仓
VOT
VANGUARD INDEX FDS
-$215.5K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$212.7K
2,507
建仓
HDV
ISHARES TR
+$211.8K
1,808
建仓
IVW
ISHARES TR
+$211.5K
1,921
建仓
ADI
ANALOG DEVICES INC
+$209.0K
878
建仓
GIL
GILDAN ACTIVEWEAR INC
+$207.9K
4,222
增持
—
ACCENTURE PLC IRELAND
+$207.6K
1,532
+91%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$207.4K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$206.9K
23,430
+41%
建仓
PEBO
PEOPLES BANCORP INC
+$204.6K
6,700
减持
IWR
ISHARES TR
-$204.3K
3,115
-46%
减持
GE
GE AEROSPACE
+$202.9K
3,600
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$201.0K
29,290
+41%
清仓
OKE
ONEOK INC NEW
-$200.4K
0
-100%
增持
KVUE
KENVUE INC
+$183.0K
20,725
+98%
增持
FNDX
SCHWAB STRATEGIC TR
+$180.9K
18,510
+60%
建仓
—
DOLE PLC
+$180.5K
12,901
增持
MCK
MCKESSON CORP
+$179.9K
657
+47%
清仓
GBDC
GOLUB CAP BDC INC
-$174.9K
0
-100%
减持
IEFA
ISHARES TR
-$172.7K
5,398
-34%
增持
DE
DEERE & CO
+$167.5K
731
+68%
增持
NEE
NEXTERA ENERGY INC
+$159.4K
5,912
+67%
减持
IWM
ISHARES TR
-$157.9K
1,759
-35%
减持
JPM
JPMORGAN CHASE & CO.
+$153.1K
3,743
-2%
减持
VUG
VANGUARD INDEX FDS
-$127.0K
700
-40%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$112.4K
14,745
-21%
增持
LLY
ELI LILLY & CO
+$104.6K
452
+51%
增持
TSLA
TESLA INC
+$104.2K
1,057
+18%
减持
BND
VANGUARD BD INDEX FDS
-$101.3K
8,329
-14%
减持
AMZN
AMAZON COM INC
+$97.8K
3,735
-2%
减持
IEMG
ISHARES INC
-$97.7K
4,280
-35%
增持
VOO
VANGUARD INDEX FDS
+$80.0K
1,022
+5%
建仓
CX
CEMEX SAB DE CV
+$77.2K
11,147
增持
AFL
AFLAC INC
+$75.8K
5,726
+21%
增持
OAEM
UNIFIED SER TR
+$74.0K
15,848
+4%
减持
XLK
SELECT SECTOR SPDR TR
-$72.8K
1,159
-35%
减持
WFC
WELLS FARGO CO NEW
+$71.9K
10,846
-2%
减持
VTV
VANGUARD INDEX FDS
-$71.7K
1,669
-21%
增持
—
ICL GROUP LTD
+$69.6K
18,823
+78%
增持
PEP
PEPSICO INC
-$69.3K
4,064
+1%
增持
MRK
MERCK & CO INC
-$47.2K
4,918
+1%
建仓
BBD
BANCO BRADESCO S A
+$42.6K
13,778
建仓
ENIC
ENEL CHILE S.A.
+$41.7K
11,494
建仓
LPL
LG DISPLAY CO LTD
+$36.6K
10,706
增持
VFLO
VICTORY PORTFOLIOS II
+$35.3K
11,359
+6%
减持
BAC
BANK AMERICA CORP
+$35.1K
6,290
-0%
建仓
UGP
ULTRAPAR PARTICIPACOES SA
+$34.8K
10,618
建仓
GGB
GERDAU SA
+$34.7K
11,890
增持
JNJ
JOHNSON & JOHNSON
-$34.0K
2,813
+1%
建仓
AVAL
GRUPO AVAL ACCIONES Y VALORE
+$33.6K
11,943
增持
ELCV
STRATEGY SHS
+$31.0K
13,065
+8%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$27.5K
17,946
-8%
减持
IVE
ISHARES TR
-$25.2K
1,165
-12%
增持
YUM
YUM BRANDS INC
-$20.2K
2,578
+1%
减持
OACP
UNIFIED SER TR
-$13.9K
17,339
-3%
增持
SID
COMPANHIA SIDERURGICA NACION
+$9.7K
20,387
+80%
增持
PFE
PFIZER INC
+$9.0K
11,135
+8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$7.3K
655
-4%
增持
CMCSA
COMCAST CORP NEW
-$6.3K
7,006
+1%
减持
WRB
BERKLEY W R CORP
+$5.1K
3,009
-1%
