Planning Directions Inc 13F 持仓 · 2026年Q2
Planning Directions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 2.16 亿美元。前几大持仓：IVE（12.11%）、VIG（7.45%）、JPIE（7.14%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $26.2M | 12.11% | 115,172 | 增持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $16.1M | 7.45% | 67,945 | 减持 |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $15.4M | 7.14% | 334,845 | 增持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $14.6M | 6.75% | 459,308 | 减持 |
| 5 | UITB | VICTORY PORTFOLIOS II | $14.2M | 6.59% | 303,886 | 增持 |
| 6 | AAPL | APPLE INC | $9.8M | 4.54% | 33,856 | 减持 |
| 7 | MGV | VANGUARD WORLD FD | $6.8M | 3.15% | 41,638 | 减持 |
| 8 | VOT | VANGUARD INDEX FDS | $6.8M | 3.13% | 22,040 | 增持 |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $6.0M | 2.79% | 38,436 | 减持 |
| 10 | IJR | ISHARES TR | $5.7M | 2.65% | 38,614 | 增持 |
| 11 | FLDR | FIDELITY MERRIMACK STR TR | $5.5M | 2.56% | 110,473 | 减持 |
| 12 | VUG | VANGUARD INDEX FDS | $5.2M | 2.41% | 60,338 | 增持 |
| 13 | ISTB | ISHARES TR | $5.1M | 2.36% | 105,786 | 增持 |
| 14 | BSV | VANGUARD BD INDEX FDS | $4.8M | 2.22% | 61,633 | 减持 |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.9M | 1.81% | 69,044 | 增持 |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $3.8M | 1.76% | 48,059 | 减持 |
| 17 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.57% | 55,104 | 增持 |
| 18 | SDY | SPDR SERIES TRUST | $2.8M | 1.32% | 18,714 | 增持 |
| 19 | IUSG | ISHARES TR | $2.7M | 1.27% | 14,559 | 减持 |
| 20 | NEAR | ISHARES U S ETF TR | $2.4M | 1.10% | 46,706 | 增持 |
| 21 | AMAT | APPLIED MATLS INC | $2.4M | 1.09% | 3,259 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.1M | 0.98% | 10,565 | 减持 |
| 23 | VTV | VANGUARD INDEX FDS | $2.1M | 0.95% | 9,457 | 减持 |
| 24 | VO | VANGUARD INDEX FDS | $1.8M | 0.82% | 21,966 | 增持 |
| 25 | JIRE | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.73% | 19,116 | 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