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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 76
减持 40
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
OAIM
UNIFIED SER TR
+$1.7M
611,968
+4%
增持
PTL
NORTHERN LTS FD TR IV
+$1.3M
141,890
+4%
增持
IVV
ISHARES TR
+$1.1M
4,204
+62%
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
IBD
NORTHERN LTS FD TR IV
+$1.1M
282,343
+19%
清仓
—
TOTALENERGIES SE
-$694.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$580.6K
6,588
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$569.8K
55,055
+70%
增持
SPY
SPDR S&P 500 ETF TR
+$434.1K
1,845
+49%
建仓
ACWX
ISHARES TR
+$423.1K
6,302
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$407.6K
0
-100%
清仓
KVUE
KENVUE INC
-$380.3K
0
-100%
建仓
VSLU
ETF OPPORTUNITIES TRUST
+$358.2K
8,094
建仓
FENI
FIDELITY COVINGTON TRUST
+$355.9K
9,730
增持
SCHO
SCHWAB STRATEGIC TR
+$351.7K
243,374
+6%
建仓
SCHB
SCHWAB STRATEGIC TR
+$323.8K
12,346
增持
FBND
FIDELITY MERRIMACK STR TR
+$322.8K
16,500
+75%
建仓
FNDA
SCHWAB STRATEGIC TR
+$305.5K
9,694
减持
SPEM
SPDR INDEX SHS FDS
-$301.3K
22,301
-22%
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$288.8K
8,886
建仓
SJM
SMUCKER J M CO
+$287.7K
2,941
增持
VTI
VANGUARD INDEX FDS
+$285.8K
1,884
+79%
清仓
VIDI
ETF SER SOLUTIONS
-$285.6K
0
-100%
减持
ESGE
ISHARES INC
-$275.1K
17,608
-27%
建仓
EPAM
EPAM SYS INC
+$272.5K
1,330
减持
BND
VANGUARD BD INDEX FDS
-$266.2K
4,733
-43%
减持
EMB
ISHARES TR
-$257.1K
7,754
-26%
建仓
—
AERCAP HOLDINGS NV
+$248.1K
1,726
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$246.4K
2,651
+92%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$242.8K
0
-100%
清仓
TBG
EA SERIES TRUST
-$242.7K
0
-100%
增持
FISV
FISERV INC
-$238.7K
4,773
+10%
建仓
RIO
RIO TINTO PLC
+$233.8K
2,922
清仓
DHI
D R HORTON INC
-$228.6K
0
-100%
减持
ORCL
ORACLE CORP
-$227.3K
2,480
-2%
建仓
FCX
FREEPORT-MCMORAN INC
+$226.6K
4,461
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$225.1K
0
-100%
建仓
—
ELBIT SYS LTD
+$218.4K
378
减持
JPM
JPMORGAN CHASE & CO.
-$214.0K
2,577
-22%
建仓
ASTS
AST SPACEMOBILE INC
+$213.1K
2,934
建仓
KLAC
KLA CORP
+$212.6K
175
建仓
E
ENI S P A
+$211.8K
5,582
清仓
CMCSA
COMCAST CORP NEW
-$208.5K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$205.4K
21,673
+13%
增持
AAPL
APPLE INC
+$201.4K
10,058
+1%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$201.3K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$200.6K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$200.1K
0
-100%
增持
LLY
ELI LILLY & CO
+$192.6K
574
+3%
减持
SPDW
SPDR INDEX SHS FDS
-$192.2K
17,020
-23%
减持
VBND
ETF SER SOLUTIONS
-$179.1K
8,241
-33%
增持
TPSC
TIMOTHY PLAN
+$175.9K
172,937
+3%
增持
MSFT
MICROSOFT CORP
-$175.4K
7,027
+2%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$167.9K
0
-100%
增持
OASC
UNIFIED SER TR
+$154.9K
12,365
+69%
减持
SPSM
SPDR SERIES TRUST
-$154.2K
7,707
-31%
增持
VTV
VANGUARD INDEX FDS
+$154.0K
2,401
+47%
减持
ARTY
ISHARES TR
-$146.3K
8,409
-30%
增持
NUE
NUCOR CORP
+$144.0K
3,905
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$141.7K
4,830
-5%
减持
BIBL
NORTHERN LTS FD TR IV
-$137.0K
7,832
-29%
清仓
AFB
ALLIANCEBERNSTEIN NATL MUN I
-$136.4K
0
-100%
减持
TPLC
TIMOTHY PLAN
-$128.2K
6,786
-28%
减持
VO
VANGUARD INDEX FDS
-$125.7K
3,348
-10%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$124.2K
5,175
+200%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$122.9K
70,389
+3%
增持
AXP
AMERICAN EXPRESS CO
+$122.6K
2,111
+7%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$122.4K
9,738
+4%
增持
BCI
ABRDN ETFS
-$115.0K
202,564
+7%
增持
IX
ORIX CORP
+$111.8K
24,318
+6%
清仓
—
BLACKROCK LONG-TERM MUN ADVA
-$107.7K
0
-100%
增持
AME
AMETEK INC
+$106.4K
4,354
+4%
减持
SPYM
SPDR SERIES TRUST
-$106.3K
6,077
-20%
增持
IQV
IQVIA HLDGS INC
+$103.9K
2,757
+1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$102.3K
4,308
+15%
减持
MRK
MERCK & CO INC
+$100.3K
4,875
-1%
增持
MOS
MOSAIC CO NEW
-$97.6K
11,854
+7%
增持
—
DOLE PLC
+$97.3K
22,633
+26%
清仓
CX
CEMEX SAB DE CV
-$96.3K
0
-100%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$87.2K
17,182
+3%
减持
NVDA
NVIDIA CORPORATION
-$86.4K
29,547
-2%
增持
TM
TOYOTA MOTOR CORP
+$85.1K
3,090
+2%
增持
GIL
GILDAN ACTIVEWEAR INC
+$80.8K
5,211
+23%
清仓
—
HANESBRANDS INC
-$80.3K
0
-100%
清仓
MYGN
MYRIAD GENETICS INC
-$76.8K
0
-100%
增持
AVGO
BROADCOM INC
+$75.1K
3,050
+3%
减持
ELCV
STRATEGY SHS
-$74.7K
7,886
-26%
增持
AMGN
AMGEN INC
+$73.9K
1,224
+6%
减持
BBH
VANECK ETF TRUST
-$72.4K
2,320
-25%
增持
BHP
BHP GROUP LTD
+$71.9K
10,058
+5%
增持
SHG
SHINHAN FINANCIAL GROUP CO L
+$71.6K
15,058
+3%
增持
IEMG
ISHARES INC
+$71.4K
4,962
+25%
增持
CSCO
CISCO SYS INC
+$69.2K
6,260
+4%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$64.0K
3,763
+9%
减持
PICB
INVESCO EXCH TRADED FD TR II
-$63.0K
15,141
-15%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$58.4K
321
+1%
减持
WFC
WELLS FARGO CO NEW
+$57.0K
8,011
-3%
增持
TMDX
TRANSMEDICS GROUP INC
+$56.1K
3,576
+6%
增持
SLF
SUN LIFE FINANCIAL INC.
+$55.9K
9,079
+7%
减持
JNJ
JOHNSON & JOHNSON
+$55.4K
2,729
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.8K
2,413
+3%
增持
LNG
CHENIERE ENERGY INC
-$54.1K
1,779
+5%
增持
MA
MASTERCARD INCORPORATED
+$54.0K
1,334
+7%
增持
VUG
VANGUARD INDEX FDS
+$54.0K
668
+18%
增持
—
ACCENTURE PLC IRELAND
+$53.0K
1,761
+4%
增持
PLD
PROLOGIS INC.
+$52.9K
3,077
+4%
增持
EW
EDWARDS LIFESCIENCES CORP
+$51.7K
4,550
+5%
增持
—
ASML HOLDING N V
+$50.3K
466
+1%
减持
WWJD
NORTHERN LTS FD TR IV
-$50.0K
90,396
-5%
增持
MCK
MCKESSON CORP
+$49.3K
708
+3%
增持
SLB
SLB LIMITED
+$47.6K
6,458
+11%
增持
RF
REGIONS FINANCIAL CORP NEW
+$46.9K
23,154
+5%
增持
NEE
NEXTERA ENERGY INC
+$44.5K
6,266
+3%
建仓
ACH
OWENS & MINOR INC NEW
+$43.9K
15,680
增持
VOO
VANGUARD INDEX FDS
+$42.0K
1,103
+4%
增持
GEV
GE VERNOVA INC
+$41.5K
914
+1%
增持
QCOM
QUALCOMM INC
+$38.9K
2,973
+5%
减持
SPAB
SPDR SERIES TRUST
-$37.4K
17,759
-7%
增持
RELX
RELX PLC
-$37.4K
10,328
+8%
增持
A
AGILENT TECHNOLOGIES INC
+$34.7K
2,959
+3%
减持
CAT
CATERPILLAR INC
+$34.3K
588
-7%
增持
ADBE
ADOBE INC
+$33.9K
1,404
+8%
增持
CBOE
CBOE GLOBAL MKTS INC
+$30.0K
2,701
+2%
增持
GE
GE AEROSPACE
+$29.6K
3,609
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$27.5K
1,206
-9%
减持
VRT
VERTIV HOLDINGS CO
+$27.1K
2,446
-0%
减持
PFE
PFIZER INC
-$25.7K
10,257
-7%
增持
—
ICL GROUP LTD
+$24.8K
31,201
+26%
增持
—
INMODE LTD
+$24.0K
12,878
+16%
减持
SNN
SMITH & NEPHEW PLC
-$23.6K
6,361
-1%
减持
LPL
LG DISPLAY CO LTD
-$23.1K
10,637
-18%
减持
MKL
MARKEL GROUP INC
+$22.4K
118
-2%
增持
DE
DEERE & CO
+$21.6K
783
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$20.7K
15,937
+3%
增持
—
MEDTRONIC PLC
+$20.4K
4,878
+4%
减持
—
TECHNIPFMC PLC
+$18.8K
5,297
-4%
减持
AMZN
AMAZON COM INC
+$18.3K
3,171
-2%
减持
IWM
ISHARES TR
-$17.5K
1,583
-6%
增持
GGB
GERDAU SA
+$16.9K
17,944
+13%
增持
SHEL
SHELL PLC
+$16.8K
8,428
+0%
增持
FNDF
SCHWAB STRATEGIC TR
+$16.4K
7,100
+0%
增持
NEOG
NEOGEN CORP
+$16.3K
12,065
+1%
减持
NEM
NEWMONT CORP
-$15.6K
2,185
-21%
减持
ADI
ANALOG DEVICES INC
+$15.2K
856
-3%
减持
KTF
DWS MUN INCOME TR NEW
-$15.1K
17,253
-8%
减持
OAEM
UNIFIED SER TR
+$15.0K
17,130
-4%
增持
AVAL
GRUPO AVAL ACCIONES Y VALORE
+$14.2K
16,380
+4%
增持
ZTS
ZOETIS INC
-$14.1K
2,043
+10%
增持
KHC
KRAFT HEINZ CO
-$13.8K
23,043
+5%
减持
FNDX
SCHWAB STRATEGIC TR
+$13.7K
19,623
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$13.1K
2,485
-6%
