Investments & Financial Planning, LLC
CIK 1909307 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $211.2M
- 持仓
- 40
- 截至
- 2026年6月30日
按 13F 价值排名第 6288（共 9443） · 前 66.6%
投资组合价值同比（季度）：+15.0% 13F不披露现金
- 前十大持仓权重
- 90.42%
- 前二十五大持仓权重
- 97.83%
- 持仓高于 1%
- 12
- 有效持仓数量
- 7.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.84% 估计买入 $18790817 · 卖出 $1663942
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.9% 仍持有
- 新仓位
- 5
- 增加
- 20
- 减少
- 14
- 已结清
- 1
本页内容
行业细分
Technology
3.4%
Consumer Discretionary
1.1%
Retail
0.3%
Financials
0.2%
Industrials
0.1%
Communication Services
0.1%
其他/未映射
94.7%
完整投资组合 40 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VB | $45325545 | 21.46% | 149530 | $6370404 | 上涨 ×1 | ||
| SPYG | $43912141 | 20.79% | 369041 | $8186490 | 上涨 ×2 | ||
| IJH | $31509354 | 14.92% | 408629 | $4074457 | 上涨 ×2 | ||
| VO | $18917251 | 8.96% | 234793 | $2299294 | 上涨 ×2 | ||
| CGGR | $12351290 | 5.85% | 261680 | $2071320 | 上涨 ×2 | ||
| URTH | $11619676 | 5.50% | 57341 | $1565726 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $9881014 | 4.68% | 125029 | $-893560 | 下跌 ×2 | ||
| VT | $8359970 | 3.96% | 53265 | $972388 | 下跌 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $4971876 | 2.35% | 24848 | $645604 | 上涨 ×6 | ||
| BIV | $4101458 | 1.94% | 53474 | $-70245 | 下跌 ×1 | ||
| SHYG | $3131892 | 1.48% | 73848 | $105243 | 上涨 ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $2369660 | 1.12% | 5634 | $294551 | 上涨 ×2 | ||
| VUG | $1846865 | 0.87% | 21440 | $287913 | 上涨 ×1 | ||
| MUB | $1037650 | 0.49% | 9642 | $76916 | 上涨 ×4 | ||
| VTV | $1012073 | 0.48% | 4644 | $104593 | 上涨 ×1 | ||
| SPYM | $833266 | 0.39% | 9482 | $86864 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $729241 | 0.35% | 1955 | $59069 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $695616 | 0.33% | 2404 | $93195 | 上涨 ×1 | ||
| SCHV | $687429 | 0.33% | 19748 | $101343 | 上涨 ×6 | ||
| BNDX Vanguard Total International Bond ETF | $675863 | 0.32% | 13955 | $-31180 | 下跌 ×6 | ||
| SPYV | $611992 | 0.29% | 10067 | $33904 | 下跌 ×4 | ||
| VOE | $528296 | 0.25% | 2674 | $37291 | 上涨 ×1 | ||
| SYBT Stock Yards Bancorp, Inc. - Common Stock | $513830 | 0.24% | 6719 | $-147877 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $489312 | 0.23% | 2053 | $57568 | 下跌 ×1 | ||
| SUB | $479059 | 0.23% | 4499 | $56921 | 上涨 ×2 | ||
| SCHG | $450035 | 0.21% | 13299 | $59963 | 下跌 ×1 | ||
| VBR | $447034 | 0.21% | 1840 | $47593 | 上涨 ×1 | ||
| SPAB | $433537 | 0.21% | 16988 | $-22529 | 下跌 ×2 | ||
| SPDW | $414754 | 0.20% | 8231 | $26971 | 下跌 ×5 | ||
| LQD | $371877 | 0.18% | 3410 | $-3054 | 下跌 ×3 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $329476 | 0.16% | 4900 | $-68882 | 下跌 ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $307041 | 0.15% | 266 | 上涨 ×1 | |||
| VEA | $282510 | 0.13% | 3965 | $29182 | 上涨 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $251696 | 0.12% | 127 | $46286 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $238785 | 0.11% | 500 | 上涨 ×1 | |||
| BA Boeing Company (The) Common Stock | $228592 | 0.11% | 1056 | $18416 | |||
| JNK | $222724 | 0.11% | 2311 | $3045 | 上涨 ×2 | ||
| SPEM | $204481 | 0.10% | 3949 | ||||
| CASY Caseys General Stores, Inc. - Common Stock | $203330 | 0.10% | 256 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $203268 | 0.10% | 569 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| NVDA | $4971876 | 2.35% | 上涨 ×6 |
| SHYG | $3131892 | 1.48% | 上涨 ×6 |
| MUB | $1037650 | 0.49% | 上涨 ×4 |
| SCHV | $687429 | 0.33% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。