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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 78
减持 39
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.9M
25
-14%
增持
PTL
NORTHERN LTS FD TR IV
+$2.9M
151,974
+7%
增持
OAIM
UNIFIED SER TR
+$2.0M
634,179
+4%
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
BCI
ABRDN ETFS
+$1.2M
214,064
+6%
建仓
—
TOTALENERGIES SE
+$1.1M
11,735
减持
MSFT
MICROSOFT CORP
-$857.3K
6,864
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$670.8K
82,102
+17%
增持
SCHO
SCHWAB STRATEGIC TR
+$584.8K
268,472
+10%
减持
ESGE
ISHARES INC
-$573.6K
4,489
-75%
清仓
VTV
VANGUARD INDEX FDS
-$458.6K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$396.4K
29,324
-1%
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$376.8K
4,677
建仓
EQNR
EQUINOR ASA
+$367.1K
8,699
清仓
VBND
ETF SER SOLUTIONS
-$364.0K
0
-100%
清仓
PICB
INVESCO EXCH TRADED FD TR II
-$361.6K
0
-100%
清仓
BIBL
NORTHERN LTS FD TR IV
-$353.5K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$350.6K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$325.9K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$323.8K
0
-100%
增持
TPSC
TIMOTHY PLAN
+$323.8K
176,510
+2%
减持
EMB
ISHARES TR
-$313.0K
4,616
-40%
建仓
EOG
EOG RES INC
+$311.5K
2,155
清仓
TPLC
TIMOTHY PLAN
-$308.4K
0
-100%
减持
WWJD
NORTHERN LTS FD TR IV
-$289.0K
80,466
-11%
建仓
SU
SUNCOR ENERGY INC NEW
+$280.7K
4,246
清仓
EPAM
EPAM SYS INC
-$272.5K
0
-100%
建仓
STM
STMICROELECTRONICS N V
+$271.9K
7,870
清仓
RYAAY
RYANAIR HOLDINGS PLC
-$271.7K
0
-100%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$262.4K
3,610
增持
IBD
NORTHERN LTS FD TR IV
+$261.4K
297,360
+5%
建仓
—
GARMIN LTD
+$251.8K
1,085
减持
SPEM
SPDR INDEX SHS FDS
-$243.3K
17,067
-23%
建仓
MPC
MARATHON PETE CORP
+$242.2K
992
增持
VRT
VERTIV HOLDINGS CO
+$226.9K
2,487
+2%
建仓
EIX
EDISON INTL
+$226.9K
3,100
建仓
NICE
NICE LTD
+$222.0K
2,013
清仓
ABBV
ABBVIE INC
-$220.0K
0
-100%
建仓
ATO
ATMOS ENERGY CORP
+$216.9K
1,174
建仓
CNP
CENTERPOINT ENERGY INC
+$215.7K
4,998
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$210.5K
4,627
-4%
清仓
—
PENTAIR PLC
-$209.2K
0
-100%
建仓
PCAR
PACCAR INC
+$208.4K
1,804
建仓
GPC
GENUINE PARTS CO
+$200.4K
1,895
建仓
STLD
STEEL DYNAMICS INC
+$200.2K
1,112
建仓
CARR
CARRIER GLOBAL CORPORATION
+$200.0K
3,552
减持
GEV
GE VERNOVA INC
+$193.5K
906
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$187.8K
1,053
+5%
增持
LNG
CHENIERE ENERGY INC
+$175.7K
1,838
+3%
减持
BBH
VANECK ETF TRUST
-$171.9K
1,421
-39%
增持
SHEL
SHELL PLC
+$169.2K
8,479
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$167.7K
18,511
-15%
增持
SCHZ
SCHWAB STRATEGIC TR
+$159.3K
40,187
+21%
增持
GOOGL
ALPHABET INC
-$157.0K
6,625
+1%
建仓
MQY
BLACKROCK MUNIYILD QULT FD I
+$153.0K
13,932
增持
BHP
BHP BILLITON LIMITED
+$144.1K
10,329
+3%
增持
—
ASML HLDG NV
+$140.7K
484
+4%
减持
AMZN
AMAZON COM INC
-$136.7K
2,858
-10%
增持
AAPL
APPLE INC
-$131.1K
10,258
+2%
减持
SPDW
SPDR INDEX SHS FDS
-$124.0K
13,841
-19%
减持
SPYM
SPDR SERIES TRUST
-$123.7K
4,753
-22%
增持
IQV
IQVIA HLDGS INC
-$122.5K
2,926
+6%
增持
IVV
ISHARES TR
-$116.4K
4,230
+1%
减持
WFC
WELLS FARGO & CO
-$115.2K
7,932
-1%
增持
NEE
NEXTERA ENERGY INC
+$113.5K
6,638
+6%
增持
E
ENI SPA
+$112.3K
5,725
+3%
减持
SHG
SHINHAN FINANCIAL GROUP CO L
+$112.2K
14,999
-0%
增持
CBOE
CBOE GLOBAL MKTS INC
+$112.2K
2,811
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$109.3K
2,498
+4%
减持
GE
GE AEROSPACE
-$108.6K
3,535
-2%
增持
AXP
AMERICAN EXPRESS CO
-$108.5K
2,223
+5%
增持
ORCL
ORACLE CORP
-$108.5K
2,548
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$107.2K
30,452
+22%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$105.7K
13,895
-13%
增持
ADBE
ADOBE INC
-$102.2K
1,601
+14%
增持
—
DOLE PLC
+$101.6K
30,854
+36%
增持
SCHF
SCHWAB STRATEGIC TR
+$99.1K
57,481
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$97.8K
2,524
+2%
减持
—
TECHNIPFMC PLC
+$97.7K
4,827
-9%
增持
DE
DEERE & CO
+$97.4K
820
+5%
减持
JNJ
JOHNSON & JOHNSON
+$96.9K
2,707
-1%
减持
JPM
JPMORGAN CHASE & CO
-$93.5K
2,505
-3%
减持
GIL
GILDAN ACTIVEWEAR INC
-$91.5K
4,204
-19%
增持
FNDX
SCHWAB STRATEGIC TR
+$90.2K
22,411
+14%
增持
QCOM
QUALCOMM INC
-$88.2K
3,264
+10%
减持
VO
VANGUARD INDEX FDS
-$86.3K
3,083
-8%
减持
TSLA
TESLA INC
-$85.7K
1,047
-1%
增持
AVGO
BROADCOM INC
+$81.9K
3,675
+20%
减持
—
ELBIT SYS LTD
+$76.3K
347
-8%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$74.7K
10,431
+7%
增持
FNDF
SCHWAB STRATEGIC TR
+$69.2K
7,975
+12%
减持
SPSM
SPDR SERIES TRUST
-$67.8K
6,072
-21%
增持
HMC
HONDA MOTOR CO LTD
-$66.2K
21,747
+8%
减持
MRK
MERCK & CO INC
+$65.2K
4,808
-1%
清仓
DSM
BNY MELLON STRATEGIC MUN BD
-$64.8K
0
-100%
建仓
TKC
TURKCELL ILETISIM
+$64.2K
10,642
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$63.5K
1,837
-0%
增持
—
ACCENTURE PLC IRELAND
-$62.2K
2,069
+17%
增持
PEP
PEPSICO INC
+$59.9K
4,087
+2%
增持
MA
MASTERCARD INCORPORATED
-$59.0K
1,406
+5%
增持
ROP
ROPER TECHNOLOGIES INC
-$57.9K
1,790
+15%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$54.6K
5,719
+33%
增持
AME
AMETEK INC
+$53.8K
4,421
+2%
减持
SLB
SLB LIMITED
+$53.8K
5,869
-9%
增持
BKNG
BOOKING HOLDINGS INC
-$53.0K
1,275
+2450%
增持
TMDX
TRANSMEDICS GROUP INC
-$51.4K
3,859
+8%
增持
LLY
ELI LILLY & CO
-$51.2K
615
+7%
增持
AMGN
AMGEN INC
+$50.5K
1,282
+5%
增持
A
AGILENT TECHNOLOGIES INC
-$47.9K
3,112
+5%
增持
MOS
MOSAIC CO
+$47.8K
13,075
+10%
增持
KLAC
KLA CORP
+$46.5K
176
+1%
增持
IX
ORIX CORP
+$45.2K
25,200
+4%
清仓
ACH
OWENS & MINOR INC NEW
-$43.9K
0
-100%
增持
PLD
PROLOGIS INC.
+$42.6K
3,295
+7%
增持
ZTS
ZOETIS INC
+$41.7K
2,527
+24%
增持
SJM
SMUCKER J M CO
+$41.5K
3,413
+16%
减持
BAC
BANK AMERICA CORP
-$40.0K
5,317
-2%
增持
PFE
PFIZER INC
+$38.6K
10,470
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$38.5K
12,337
+25%
增持
CSCO
CISCO SYS INC
+$37.7K
6,702
+7%
减持
VTI
VANGUARD INDEX FDS
-$36.2K
1,856
-1%
增持
SLF
SUN LIFE FINANCIAL INC.
+$35.7K
9,626
+6%
减持
ARTY
ISHARES TR
-$33.2K
7,993
-5%
增持
UGP
ULTRAPAR PARTICIPACOES SA
+$32.9K
15,552
+11%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$32.8K
17,362
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$30.1K
331
+3%
减持
CAT
CATERPILLAR INC
+$28.0K
515
-12%
增持
SNN
SMITH & NEPHEW PLC
+$26.0K
7,386
+16%
增持
ELCV
STRATEGY SHS
+$25.9K
8,109
+3%
增持
NUE
NUCOR CORP
+$25.6K
3,918
+0%
减持
—
AERCAP HOLDINGS NV
-$25.4K
1,624
-6%
增持
RELX
RELX PLC
-$23.8K
11,876
+15%
增持
OACP
UNIFIED SER TR
+$22.2K
19,134
+7%
增持
FNDA
SCHWAB STRATEGIC TR
+$22.1K
10,102
+4%
增持
—
ICL GROUP LTD
+$17.3K
38,140
+22%
减持
MCK
MCKESSON CORP
+$16.3K
690
-3%
减持
NEOG
NEOGEN CORP
+$15.4K
10,736
-11%
增持
—
MEDTRONIC PLC
-$15.1K
5,234
+7%
增持
PECO
PHILLIPS EDISON & CO INC
+$13.8K
6,388
+1%
减持
IDV
ISHARES TR
+$13.4K
9,586
-4%
增持
DIS
DISNEY WALT CO
-$13.3K
2,455
+12%
增持
OASC
UNIFIED SER TR
+$13.1K
12,659
+2%
增持
LPL
LG DISPLAY CO LTD
+$12.7K
14,812
+39%
增持
—
INMODE LTD
+$12.3K
14,729
+14%
减持
OAEM
UNIFIED SER TR
-$12.2K
15,262
-11%
增持
KHC
KRAFT HEINZ CO
-$11.9K
24,318
+6%
减持
SPAB
SPDR SERIES TRUST
-$11.7K
17,391
-2%
增持
SID
COMPANHIA SIDERURGICA NACION
-$11.7K
38,279
+4%
增持
SYK
STRYKER CORPORATION
-$11.3K
1,233
+4%
增持
VFLO
VICTORY PORTFOLIOS II
+$11.3K
6,654
+4%
增持
VOO
VANGUARD INDEX FDS
-$11.1K
1,139
+3%
