13FBOX
Partners in Financial Planning · 13F 持仓分析
期权收益计算器 机构排行

Partners in Financial Planning

No.3593 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.60亿
环比变动 Q1 2026
+$5,657.4万+9.4%
持仓股票数
131
新买入
11
加仓
53
减仓
29
清仓
2
持股不变
38
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·TOTALBND
11.83%12.78%$7,804.0万106.3万股$7,707.0万104.7万股+1.6万股+1.58%加仓
V先锋领航指数基金VUG
10.77%9.88%$7,105.4万82.5万股$5,955.4万13.6万股+68.9万股+504.98%加仓
V先锋领航指数基金VTV
9.9%10%$6,528.6万30.0万股$6,027.0万30.7万股-7,615股-2.48%减仓
V先锋领航·TOTALBNDX
9.46%9.85%$6,240.0万128.8万股$5,941.6万123.7万股+5.2万股+4.19%加仓
V先锋领航·FTSEVEA
8.34%8.39%$5,498.8万77.2万股$5,059.0万78.9万股-1.8万股-2.24%减仓
V先锋领航债券指数基金BSV
5.78%6.21%$3,809.7万48.9万股$3,743.1万47.7万股+1.2万股+2.43%加仓
V先锋领航指数基金VBK
3.67%3.35%$2,423.4万6.6万股$2,020.1万6.7万股-567股-0.85%减仓
V先锋领航·SMALLVBR
3.67%3.67%$2,420.2万10.0万股$2,213.5万10.2万股-2,286股-2.24%减仓
V先锋领航·FSTEVWO
2.74%2.74%$1,808.0万30.3万股$1,653.2万30.6万股-2,962股-0.97%减仓
V先锋领航国际股票指数基金VSS
2.46%2.56%$1,623.7万10.5万股$1,541.4万10.6万股-493股-0.47%减仓
V先锋领航指数基金VNQ
2.36%2.32%$1,555.2万16.1万股$1,396.9万15.8万股+3,713股+2.36%加仓
SSPDR道富指数基金SPDW
2.22%2.2%$1,466.9万29.1万股$1,323.7万29.0万股+1,132股+0.39%加仓
V先锋领航市政债券基金VTEB
2.01%1.96%$1,327.0万26.2万股$1,180.4万23.7万股+2.6万股+10.88%加仓
G通用动力VTI
2%1.87%$1,319.2万3.6万股$1,126.1万3.5万股+548股+1.56%加仓
IiShares安硕信托GVI
1.78%1.81%$1,173.1万11.0万股$1,088.4万10.2万股+7,983股+7.81%加仓
V先锋领航斯科茨代尔基金VCIT
1.26%1.34%$834.2万10.1万股$805.8万9.7万股+3,556股+3.65%加仓
V先锋领航指数基金VOO
1.14%1.08%$750.6万1.1万股$652.5万1.1万股+9股+0.08%加仓
IiShares安硕信托GVI
1.04%1.13%$687.2万6.4万股$683.0万6.4万股-490股-0.76%减仓
SSPDR道富系列信托SPYG
0.75%0.7%$493.0万4.1万股$419.3万4.3万股-1,395股-3.26%减仓
V先锋领航·MIDVO
0.69%0.67%$454.8万5.6万股$404.3万1.4万股+4.2万股+300.87%加仓
S道富SPYV
0.65%0.66%$429.4万7.1万股$397.0万7.0万股+472股+0.67%加仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
0.64%0.65%$423.3万5.1万股$390.9万5.0万股+1,603股+3.22%加仓
V先锋领航指数基金VXF
0.58%0.55%$384.4万1.6万股$328.7万1.6万股-359股-2.25%减仓
SSPDR道富指数基金SPEM
0.56%0.55%$370.7万7.2万股$334.3万7.1万股+329股+0.46%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.52%0.5%$346.2万3.2万股$300.0万3.2万股+8股+0.03%加仓
V先锋领航·WELLINGTON FDVFMF
0.52%0.5%$342.0万1.9万股$299.8万1.9万股-7股-0.04%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.5%0.51%$332.0万6.6万股$310.3万6.2万股+3,617股+5.83%加仓
V先锋领航指数基金VV
0.45%0.43%$299.8万8,718股$260.2万8,706股+12股+0.14%加仓
NORFOLK SOUTHN COMNSC
0.45%0.45%$295.0万9,376股$269.1万9,376股00.00%持仓不变
S道富SPAB
0.41%0.45%$271.2万10.6万股$269.6万10.5万股+1,025股+0.97%加仓
SSPDR标普500 ETFSPY
0.34%0.1%$225.9万3,026股$60.0万923股+2,103股+227.84%加仓
S道富SLYG
0.33%0.3%$216.3万1.8万股$180.6万1.9万股-532股-2.85%减仓
V先锋领航国际股票指数基金VEU
0.32%0.33%$211.2万2.5万股$201.1万2.7万股-1,557股-5.82%减仓
V先锋领航指数基金VB
0.31%0.29%$203.8万6,723股$175.9万6,715股+8股+0.12%加仓
埃克森美孚XOM
0.26%0.36%$172.6万1.3万股$214.2万1.3万股00.00%持仓不变
苹果AAPL
0.26%0.26%$171.3万5,921股$156.0万6,146股-225股-3.66%减仓
IiShares安硕·RUSSELLIWF
0.25%0.23%$164.5万1.3万股$141.2万3,312股+9,940股+300.12%加仓
希捷STX
0.23%0.1%$154.4万1,600股$62.7万1,600股00.00%持仓不变
钢铁动力STLD
0.22%0.2%$147.1万6,412股$119.4万6,632股-220股-3.32%减仓
V先锋领航STAR基金VXUS
0.22%0.24%$146.7万1.7万股$142.9万1.9万股-1,373股-7.41%减仓
IiShares安硕信托LRGF
0.22%0.21%$143.3万1.9万股$124.9万1.9万股+31股+0.16%加仓
亚马逊AMZN
0.21%0.2%$135.3万5,675股$118.9万5,707股-32股-0.56%减仓
V先锋领航国际股票指数基金VNQI
0.2%0.22%$131.6万2.9万股$132.0万3.0万股-397股-1.34%减仓
特斯拉TSLA
0.2%0.19%$129.0万3,066股$114.0万3,066股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.19%0.2%$126.8万1.8万股$119.5万1.9万股-1,000股-5.23%减仓
雪佛龙CVX
0.19%0.26%$126.5万7,634股$157.9万7,633股+1股+0.01%加仓
V先锋领航债券指数基金BIV
0.19%0.23%$124.1万1.6万股$139.9万1.8万股-1,934股-10.67%减仓
FERGUSON ENTERPRISESFERG
0.18%0.19%$119.4万5,033股$117.4万5,033股00.00%持仓不变
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.18%0.24%$116.5万4.0万股$145.8万5.0万股-9,803股-19.61%减仓
GE VernovaGEV
0.18%0.14%$115.7万985股$86.7万993股-8股-0.81%减仓

🧭 机构资金流板块热力图

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