Pearl Planning LLC 13F 持仓 · 2026年Q2
Pearl Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 2.17 亿美元。前几大持仓：VOO（14.36%）、AVDE（10.74%）、JPIE（8.29%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $31.2M | 14.36% | 45,453 | 增持 |
| 2 | AVDE | AMERICAN CENTY ETF TR | $23.4M | 10.74% | 261,773 | 增持 |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $18.0M | 8.29% | 391,356 | 增持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $17.5M | 8.07% | 385,581 | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $15.3M | 7.05% | 70,334 | 减持 |
| 6 | VO | VANGUARD INDEX FDS | $14.8M | 6.79% | 183,166 | 增持 |
| 7 | FRDM | EA SERIES TRUST | $12.3M | 5.67% | 169,045 | 减持 |
| 8 | DGRO | ISHARES TR | $8.6M | 3.96% | 113,556 | 增持 |
| 9 | AVUV | AMERICAN CENTY ETF TR | $8.3M | 3.83% | 66,705 | 增持 |
| 10 | ESGV | VANGUARD WORLD FD | $8.0M | 3.69% | 60,619 | 增持 |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $6.8M | 3.15% | 22,592 | 增持 |
| 12 | TMSL | T ROWE PRICE EXCHANGE-TRADED | $5.4M | 2.47% | 122,457 | 增持 |
| 13 | BOXX | EA SERIES TRUST | $4.6M | 2.11% | 39,213 | 减持 |
| 14 | BSV | VANGUARD BD INDEX FDS | $3.6M | 1.66% | 46,281 | 增持 |
| 15 | QQQ | INVESCO QQQ TR | $3.6M | 1.66% | 4,898 | 减持 |
| 16 | VCEB | VANGUARD WORLD FD | $3.5M | 1.60% | 55,415 | 增持 |
| 17 | QQMG | INVESCO EXCH TRADED FD TR II | $3.2M | 1.47% | 62,588 | 增持 |
| 18 | BIL | SPDR SERIES TRUST | $3.0M | 1.37% | 32,596 | 减持 |
| 19 | ESML | ISHARES TR | $2.6M | 1.20% | 46,809 | 增持 |
| 20 | MUB | ISHARES TR | $1.8M | 0.85% | 17,146 | 增持 |
| 21 | BND | VANGUARD BD INDEX FDS | $1.7M | 0.79% | 23,389 | 减持 |
| 22 | IDMO | INVESCO EXCH TRADED FD TR II | $1.5M | 0.70% | 25,372 | 增持 |
| 23 | QUAL | ISHARES TR | $1.1M | 0.53% | 5,202 | 减持 |
| 24 | BIV | VANGUARD BD INDEX FDS | $1.1M | 0.50% | 14,191 | 减持 |
| 25 | VB | VANGUARD INDEX FDS | $1.0M | 0.48% | 3,445 | 增持 |
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