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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 22
增持 84
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
PTL
NORTHERN LTS FD TR IV
+$8.8M
135,954
+24%
增持
OAIM
UNIFIED SER TR
+$5.1M
587,880
+21%
减持
ESGE
ISHARES INC
-$1.3M
24,247
-59%
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
SPEM
SPDR INDEX SHS FDS
-$1.2M
28,738
-52%
增持
IBD
NORTHERN LTS FD TR IV
+$1.2M
238,168
+25%
减持
SPDW
SPDR INDEX SHS FDS
-$1.1M
22,156
-56%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.0M
228,661
+22%
增持
TPSC
TIMOTHY PLAN
+$957.5K
168,208
+8%
增持
NVDA
NVIDIA CORPORATION
+$944.2K
29,997
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$853.1K
68,224
+26%
增持
BCI
ABRDN ETFS
+$773.5K
189,001
+19%
减持
SPYM
SPDR SERIES TRUST
-$683.8K
7,580
-57%
减持
VO
VANGUARD INDEX FDS
-$624.2K
3,736
-39%
减持
TPLC
TIMOTHY PLAN
-$602.3K
9,430
-59%
减持
BIBL
NORTHERN LTS FD TR IV
-$598.9K
11,040
-58%
减持
WWJD
NORTHERN LTS FD TR IV
-$570.8K
94,928
-17%
减持
BBH
VANECK ETF TRUST
-$569.1K
3,087
-56%
增持
AAPL
APPLE INC
+$543.8K
9,948
+3%
减持
SPSM
SPDR SERIES TRUST
-$532.7K
11,125
-55%
减持
VBND
ETF SER SOLUTIONS
-$463.9K
12,271
-47%
增持
GOOGL
ALPHABET INC
+$457.9K
6,094
+5%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$436.9K
9,448
减持
EMB
ISHARES TR
-$433.6K
10,544
-32%
清仓
—
EATON CORP PLC
-$419.1K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$399.9K
1,702
增持
MSFT
MICROSOFT CORP
+$379.0K
6,900
+7%
建仓
VRT
VERTIV HOLDINGS CO
+$369.2K
2,447
增持
SPY
SPDR S&P 500 ETF TR
+$326.7K
1,237
+54%
减持
PICB
INVESCO EXCH TRADED FD TR II
-$292.6K
17,816
-40%
减持
VIDI
ETF SER SOLUTIONS
-$291.2K
8,901
-54%
建仓
OALC
UNIFIED SER TR
+$282.0K
8,102
增持
ORLY
OREILLY AUTOMOTIVE INC
+$273.3K
9,374
+15%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$261.7K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$261.4K
1,378
增持
IVV
ISHARES TR
+$249.9K
2,598
+8%
建仓
TBG
EA SERIES TRUST
+$242.7K
7,339
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$241.9K
1,326
增持
SCHF
SCHWAB STRATEGIC TR
+$241.4K
32,375
+40%
建仓
NEM
NEWMONT CORP
+$233.8K
2,773
建仓
SNN
SMITH & NEPHEW PLC
+$232.3K
6,401
建仓
DHI
D R HORTON INC
+$228.6K
1,349
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$223.9K
9,143
-41%
建仓
ABBV
ABBVIE INC
+$219.0K
946
清仓
ITOT
ISHARES TR
-$217.7K
0
-100%
建仓
—
TECHNIPFMC PLC
+$217.2K
5,506
建仓
—
PENTAIR PLC
+$210.0K
1,896
建仓
OASC
UNIFIED SER TR
+$209.2K
7,329
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$207.6K
3,448
增持
AVGO
BROADCOM INC
+$204.0K
2,972
+6%
建仓
MPC
MARATHON PETE CORP
+$200.6K
1,041
建仓
IJK
ISHARES TR
+$200.5K
2,091
建仓
SLB
SCHLUMBERGER LTD
+$200.3K
5,827
减持
SPAB
SPDR SERIES TRUST
-$196.4K
19,139
-29%
增持
ORCL
ORACLE CORP
+$185.6K
2,527
+5%
减持
WFC
WELLS FARGO CO NEW
-$179.3K
8,228
-24%
建仓
—
INMODE LTD
+$165.2K
11,085
减持
VFLO
VICTORY PORTFOLIOS II
-$156.8K
6,527
-43%
减持
GE
GE AEROSPACE
+$155.4K
3,597
-0%
增持
BHP
BHP GROUP LTD
+$150.0K
9,602
+20%
增持
IQV
IQVIA HLDGS INC
+$142.4K
2,725
+14%
增持
TSLA
TESLA INC
+$138.8K
1,067
+1%
减持
ARTY
ISHARES TR
-$134.1K
12,046
-28%
增持
LOW
LOWES COS INC
+$126.8K
2,875
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$125.4K
19,168
+7%
增持
IX
ORIX CORP
+$124.8K
22,922
+9%
增持
FISV
FISERV INC
-$123.1K
4,338
+10%
增持
SHG
SHINHAN FINANCIAL GROUP CO L
+$119.8K
14,612
+7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$116.7K
2,657
-4%
增持
RF
REGIONS FINANCIAL CORP NEW
+$111.5K
22,016
+10%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$107.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$106.8K
15,431
+5%
减持
AMZN
AMAZON COM INC
-$105.8K
3,250
-13%
增持
TM
TOYOTA MOTOR CORP
+$103.5K
3,016
+10%
增持
—
ASML HOLDING N V
+$99.6K
463
+6%
增持
OAEM
UNIFIED SER TR
+$99.6K
17,793
+12%
增持
SCHX
SCHWAB STRATEGIC TR
+$94.7K
25,336
+8%
增持
AFL
AFLAC INC
+$84.8K
6,165
+8%
增持
AME
AMETEK INC
+$83.6K
4,189
+8%
增持
PEBO
PEOPLES BANCORP INC
+$83.0K
9,592
+43%
增持
SCHZ
SCHWAB STRATEGIC TR
+$81.5K
32,476
+11%
增持
—
MEDTRONIC PLC
+$81.1K
4,706
+12%
建仓
—
HANESBRANDS INC
+$80.3K
12,188
增持
NUE
NUCOR CORP
+$80.1K
3,640
+14%
减持
JNJ
JOHNSON & JOHNSON
+$79.7K
2,747
-2%
建仓
MYGN
MYRIAD GENETICS INC
+$76.8K
10,625
增持
HMC
HONDA MOTOR LTD
+$76.0K
19,155
+7%
减持
GEV
GE VERNOVA INC
+$74.9K
904
-1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$74.1K
3,758
+14%
增持
PLD
PROLOGIS INC.
+$72.1K
2,968
+16%
增持
AXP
AMERICAN EXPRESS CO
+$72.1K
1,982
+8%
增持
LLY
ELI LILLY & CO
+$71.9K
556
+23%
增持
CBOE
CBOE GLOBAL MKTS INC
+$71.5K
2,642
+7%
增持
CAT
CATERPILLAR INC
+$70.0K
634
+6%
增持
VOO
VANGUARD INDEX FDS
+$69.2K
1,061
+4%
建仓
NEOG
NEOGEN CORP
+$68.1K
11,921
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$67.4K
16,606
+8%
增持
FNDX
SCHWAB STRATEGIC TR
+$66.0K
19,781
+7%
增持
SHEL
SHELL PLC
+$65.8K
8,423
+11%
增持
A
AGILENT TECHNOLOGIES INC
+$64.0K
2,867
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.9K
5,111
-1%
增持
—
DOLE PLC
+$61.4K
18,000
+40%
增持
KHC
KRAFT HEINZ CO
+$57.0K
21,987
+10%
增持
KVUE
KENVUE INC
-$53.5K
23,430
+13%
增持
SCHG
SCHWAB STRATEGIC TR
+$52.0K
9,827
+10%
增持
QCOM
QUALCOMM INC
+$51.3K
2,823
+7%
增持
CARR
CARRIER GLOBAL CORPORATION
-$51.2K
4,067
+1%
增持
MCK
MCKESSON CORP
+$50.1K
688
+5%
增持
FNDF
SCHWAB STRATEGIC TR
+$49.1K
7,089
+11%
增持
NEE
NEXTERA ENERGY INC
+$48.1K
6,074
+3%
减持
ELCV
STRATEGY SHS
-$47.9K
10,621
-19%
增持
MA
MASTERCARD INCORPORATED
+$46.8K
1,244
+6%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$46.1K
317
+9%
减持
CMCSA
COMCAST CORP NEW
-$41.5K
6,637
-5%
减持
JPM
JPMORGAN CHASE & CO.
-$40.9K
3,311
-12%
增持
—
ACCENTURE PLC IRELAND
-$38.4K
1,701
+11%
减持
BKNG
BOOKING HOLDINGS INC
-$37.6K
52
-5%
增持
AMGN
AMGEN INC
+$37.5K
1,158
+12%
增持
GIL
GILDAN ACTIVEWEAR INC
+$36.8K
4,233
+0%
减持
VUG
VANGUARD INDEX FDS
-$34.9K
567
-19%
增持
EW
EDWARDS LIFESCIENCES CORP
+$34.2K
4,323
+12%
增持
LPL
LG DISPLAY CO LTD
+$31.3K
13,002
+21%
增持
—
TOTALENERGIES SE
+$31.2K
11,628
+8%
增持
DE
DEERE & CO
-$28.8K
750
+3%
减持
IWM
ISHARES TR
+$27.6K
1,683
-4%
减持
PEP
PEPSICO INC
+$25.9K
4,005
-1%
增持
—
ICL GROUP LTD
+$25.5K
24,672
+31%
减持
VTI
VANGUARD INDEX FDS
+$25.2K
1,054
-0%
增持
MRK
MERCK & CO INC
+$23.5K
4,919
+0%
增持
UGP
ULTRAPAR PARTICIPACOES SA
+$22.8K
14,056
+32%
增持
CSCO
CISCO SYS INC
+$21.6K
6,036
+7%
增持
SID
COMPANHIA SIDERURGICA NACION
+$21.6K
33,423
+64%
减持
WRB
BERKLEY W R CORP
-$20.9K
2,612
-13%
减持
CX
CEMEX SAB DE CV
+$19.0K
10,709
-4%
增持
AVAL
GRUPO AVAL ACCIONES Y VALORE
+$18.6K
15,811
+32%
增持
MOS
MOSAIC CO NEW
+$18.4K
11,049
+10%
增持
ADBE
ADOBE INC
+$16.9K
1,297
+14%
减持
MKL
MARKEL GROUP INC
-$16.4K
121
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.3K
2,339
+7%
增持
ZTS
ZOETIS INC
+$14.6K
1,853
+13%
增持
GGB
GERDAU SA
+$14.6K
15,897
+34%
减持
IDV
ISHARES TR
+$14.4K
10,002
-2%
增持
TMDX
TRANSMEDICS GROUP INC
-$14.0K
3,377
+15%
减持
BAC
BANK AMERICA CORP
+$13.8K
6,037
-4%
增持
ENIC
ENEL CHILE S.A.
+$12.6K
13,965
+21%
减持
PFE
PFIZER INC
+$11.2K
11,032
-1%
增持
SYK
STRYKER CORPORATION
+$10.9K
1,119
+10%
减持
VTV
VANGUARD INDEX FDS
+$9.6K
1,633
-2%
增持
OACP
UNIFIED SER TR
+$9.4K
17,539
+1%
增持
BBD
BANCO BRADESCO S A
+$9.0K
15,271
+11%
增持
ADI
ANALOG DEVICES INC
+$8.0K
883
+1%
