OFC FINANCIAL PLANNING, LLC
CIK 2052590 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $112.6M
- 持仓
- 56
- 截至
- 2026年6月30日
按 13F 价值排名第 8156（共 9443） · 前 86.4%
投资组合价值同比（季度）：+10.6% 13F不披露现金
- 前十大持仓权重
- 61.61%
- 前二十五大持仓权重
- 83.52%
- 持仓高于 1%
- 29
- 有效持仓数量
- 12.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.66% 估计买入 $3681060 · 卖出 $2847578
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 86.2% 仍持有
- 新仓位
- 4
- 增加
- 15
- 减少
- 21
- 已结清
- 3
本页内容
行业细分
Technology
24.6%
Industrials
3.1%
Materials
1.5%
Financials
1.4%
Utilities
0.7%
Retail
0.7%
Consumer Discretionary
0.6%
Communication Services
0.5%
Communications
0.2%
其他/未映射
66.6%
完整投资组合 56 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $24030241 | 21.35% | 83046 | $3157501 | 上涨 ×1 | ||
| VOO | $17301459 | 15.37% | 25191 | $2235406 | 下跌 ×2 | ||
| IVV | $6914501 | 6.14% | 9233 | $883413 | |||
| SPY SPY | $4310655 | 3.83% | 5772 | $556646 | |||
| PTLC | $4216160 | 3.75% | 72368 | $213095 | 下跌 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $2831122 | 2.51% | 33116 | $345603 | 上涨 ×1 | ||
| ICSH | $2805723 | 2.49% | 55471 | $-301333 | 下跌 ×6 | ||
| IAU | $2395706 | 2.13% | 31727 | $-577754 | 下跌 ×5 | ||
| VO | $2371366 | 2.11% | 29432 | $390293 | 上涨 ×1 | ||
| VB | $2178837 | 1.94% | 7188 | $416630 | 上涨 ×1 | ||
| VBR | $1980854 | 1.76% | 8152 | $62319 | 下跌 ×2 | ||
| GLD | $1923312 | 1.71% | 5221 | $-343886 | 下跌 ×3 | ||
| COWZ | $1911406 | 1.70% | 30730 | $-55606 | 下跌 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1805006 | 1.60% | 1695 | $604166 | |||
| VEA | $1778258 | 1.58% | 24958 | $303329 | 上涨 ×6 | ||
| VWO | $1738147 | 1.54% | 29120 | $157261 | 下跌 ×2 | ||
| PWR Quanta Services, Inc. Common Stock | $1731696 | 1.54% | 2405 | $411303 | |||
| NUE Nucor Corporation Common Stock | $1676384 | 1.49% | 7526 | $403762 | |||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $1578545 | 1.40% | 31339 | $-16434 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $1555276 | 1.38% | 4169 | $184907 | 上涨 ×2 | ||
| KNG | $1479323 | 1.31% | 29294 | $-72950 | 下跌 ×3 | ||
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $1435234 | 1.27% | 35750 | $257274 | 上涨 ×1 | ||
| IVW | $1407344 | 1.25% | 10233 | $208604 | 下跌 ×1 | ||
| IWB | $1384520 | 1.23% | 3381 | $158310 | 下跌 ×1 | ||
| C Citigroup, Inc. Common Stock | $1279514 | 1.14% | 9142 | $245101 | 上涨 ×3 | ||
| BUFB | $1209411 | 1.07% | 30766 | $5385 | 下跌 ×2 | ||
| IWR | $1163766 | 1.03% | 10549 | $138087 | |||
| BSTP | $1153639 | 1.02% | 29332 | $7128 | 下跌 ×2 | ||
| BUFF | $1133252 | 1.01% | 21512 | $-22448 | 下跌 ×2 | ||
| PSTP | $1033217 | 0.92% | 28088 | $-21462 | 下跌 ×2 | ||
| IWM | $1025436 | 0.91% | 3413 | $179012 | |||
| VTV | $992087 | 0.88% | 4552 | $-17228 | 下跌 ×1 | ||
| ITOT | $912867 | 0.81% | 5557 | $135326 | 上涨 ×5 | ||
| VTI | $875763 | 0.78% | 2367 | $133409 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $869026 | 0.77% | 4343 | $135151 | 上涨 ×1 | ||
| VST Vistra Corp. Common Stock | $816945 | 0.73% | 5150 | $42745 | |||
| LQD | $674721 | 0.60% | 6186 | $-34927 | 下跌 ×1 | ||
| PTBD | $577956 | 0.51% | 30149 | $-39255 | 下跌 ×1 | ||
| EFA | $573106 | 0.51% | 5517 | $37240 | |||
| IVOV | $564190 | 0.50% | 4946 | $-79115 | 下跌 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $528478 | 0.47% | 1773 | $183685 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $515155 | 0.46% | 1458 | $136500 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $459542 | 0.41% | 1303 | $30998 | |||
| MCD McDonald's Corporation Common Stock | $437902 | 0.39% | 1620 | $-65578 | |||
| AMZN Amazon.com, Inc. - Common Stock | $372287 | 0.33% | 1562 | $51103 | 上涨 ×3 | ||
| CALF | $319552 | 0.28% | 6314 | $36243 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $295758 | 0.26% | 2535 | $-12161 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $280142 | 0.25% | 2385 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $250407 | 0.22% | 765 | $25963 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $240997 | 0.21% | 857 | $33269 | |||
| ESGV | $240148 | 0.21% | 1816 | $36266 | |||
| SBUX Starbucks Corporation - Common Stock | $219086 | 0.19% | 2144 | ||||
| TNGY Tortoise Energy ETF | $214941 | 0.19% | 22136 | $-15937 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $201884 | 0.18% | 592 | 上涨 ×1 | |||
| TIP | $201351 | 0.18% | 1840 | $-1711 | |||
| DXJ | $201283 | 0.18% | 1160 | 上涨 ×1 | |||
| 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）
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。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BRKB | 2025年3月31日 | 1214 | $550282 | 不再跟踪 |
| GOOGL | 2026年6月30日 | 1760 | $506106 | -4.3% |
| ADBE | 2026年3月31日 | 713 | $249543 | 12.3% |
| ESGV | 2025年3月31日 | 2378 | $249428 | 不再跟踪 |
| VYM | 2025年9月30日 | 1624 | $216495 | 不再跟踪 |
| PHYS | 2026年6月30日 | 6084 | $215617 | 不再跟踪 |
| JNK | 2026年6月30日 | 2248 | $215179 | 不再跟踪 |
| SBUX | 2025年6月30日 | 2144 | $210296 | 13.1% |
| VMBS | 2025年9月30日 | 4353 | $201718 |