LifePlan Investment Advisors, Inc. 13F 持仓 · 2026年Q2
LifePlan Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 2.91 亿美元。前几大持仓：IVV（4.49%）、AGG（4.06%）、VOO（3.65%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $13.0M | 4.49% | 17,403 | 增持 |
| 2 | AGG | ISHARES TR | $11.8M | 4.06% | 119,048 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $10.6M | 3.65% | 15,449 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $10.5M | 3.63% | 122,424 | 增持 |
| 5 | GSUS | GOLDMAN SACHS ETF TR | $9.8M | 3.37% | 94,978 | 减持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $9.7M | 3.33% | 135,731 | 增持 |
| 7 | IUSB | ISHARES TR | $8.1M | 2.79% | 175,803 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $7.9M | 2.70% | 36,033 | 增持 |
| 9 | VBR | VANGUARD INDEX FDS | $6.3M | 2.17% | 25,925 | 减持 |
| 10 | SCHE | SCHWAB STRATEGIC TR | $6.3M | 2.16% | 173,074 | 减持 |
| 11 | VBK | VANGUARD INDEX FDS | $5.3M | 1.83% | 14,562 | 减持 |
| 12 | IAGG | ISHARES TR | $5.3M | 1.82% | 104,740 | 减持 |
| 13 | SCHP | SCHWAB STRATEGIC TR | $5.2M | 1.79% | 196,586 | 减持 |
| 14 | SCHF | SCHWAB STRATEGIC TR | $5.1M | 1.74% | 182,499 | 减持 |
| 15 | VOE | VANGUARD INDEX FDS | $4.9M | 1.68% | 24,692 | 减持 |
| 16 | VTEB | VANGUARD MUN BD FDS | $4.7M | 1.61% | 92,314 | 减持 |
| 17 | DYNF | BLACKROCK ETF TRUST | $4.6M | 1.59% | 67,964 | 增持 |
| 18 | IVW | ISHARES TR | $4.6M | 1.59% | 33,691 | 减持 |
| 19 | SCHV | SCHWAB STRATEGIC TR | $4.5M | 1.55% | 129,069 | 减持 |
| 20 | VOT | VANGUARD INDEX FDS | $4.5M | 1.55% | 14,701 | 减持 |
| 21 | AAPL | APPLE INC | $4.4M | 1.53% | 15,333 | 增持 |
| 22 | GCOR | GOLDMAN SACHS ETF TR | $4.4M | 1.53% | 107,765 | 减持 |
| 23 | IEMG | ISHARES INC | $4.3M | 1.48% | 51,846 | 减持 |
| 24 | WDC | WESTERN DIGITAL CORP | $4.3M | 1.48% | 6,747 | 增持 |
| 25 | SNDK | SANDISK CORP | $4.2M | 1.44% | 1,843 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR