PP

Pearl Planning LLC

分散型投资策略行业集中型逆势操作型

申报总市值

US$1.9亿

申报季度: 2026-03-31 · 持股只数: 52

Pearl Planning LLC在最新一期 13F 报告中披露了 52 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 30.9%。

浏览其他1 亿至 10 亿美元机构浏览其他以“P”开头的机构

机构性格雪花图

集中度
26.47
持仓稳定性
30.92
动能／逆势
0
行业集中度
100
多样化
100
仓位均衡度
84.22

近期动向

  • 减仓 BND

    -86.1%　-US$1265.9万

  • 减仓 VOO

    +4.6%　-US$9.3万

  • 减仓 VTV

    +0.0%　US$38.3万

  • 减仓 ESGV

    +2.9%　-US$30.8万

  • 减仓 VO

    +5.7%　US$55.6万

  • 减仓 FRDM

    -3.9%　US$22.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股与成长13.64%-2.03%+4.57%
2AVDEAvantis International EquityETF-其他10.48%+0.03%+11.30%
3JPIEJpmorgan Income ETFETF-其他8.82%+8.82%NEW
4FBNDFidelity Total Bond ETFETF-其他8.56%+8.56%NEW
5VTVVanguard Value ETFETF-其他7.68%-0.87%+0.01%
6VOVanguard Mid-cap ETFETF-其他6.78%-0.63%+5.69%
7FRDMFreedom 100 Emeging Mrkt ETFETF-其他5.15%-0.60%-3.91%
8DGROIshares Core Dividend GrowthETF-其他4.00%-0.32%+4.80%
9AVUVAvantis US Small Cap ValueETF-中小型股3.86%-0.12%+2.42%
10ESGVVanguard Esg US Stock ETFETF-其他3.52%-0.69%+2.93%
11BOXXAlpha Architect 1-3 Mnth BoxETF-其他3.11%-0.35%+1.71%
12QQQMInvesco Nasdaq 100 ETFETF-科技型2.68%-0.44%+4.45%
13TMSLT.rowe Prc Small-mid Cap ETFETF-其他2.35%-0.17%+4.62%
14BSVVanguard Short-term Bond ETFETF-其他1.66%+0.08%+20.66%
15BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债1.65%-0.28%-2.47%
16QQQInvesco Qqq Trust Series 1ETF-科技型1.54%-0.34%-0.28%
17VCEBVanguard Esg US CORP BondETF-投资级公司债1.39%-0.02%+14.66%
18QQMGInvesco Esg Nasdaq 100ETF-科技型1.20%-0.17%+7.77%
19BNDVanguard Total Bond MarketETF-其他1.09%-7.90%-86.06%
20ESMLIshares Esg Aware Msci USA SETF-其他1.09%-0.09%+3.21%
21MUBIshares National Muni Bond EETF-其他0.97%-0.17%-1.23%
22BIVVanguard Intermediate-term BETF-其他0.62%-0.10%—
23QUALIshares Msci USA Quality FacETF-其他0.58%-0.16%-6.26%
24IDMOInvesco S&p International DeETF-其他0.49%-0.05%+5.56%
25VBVanguard Small-cap ETFETF-其他0.48%-0.06%-0.12%
26IVVIshares Core S&p 500 ETFETF-大型股与成长0.47%-0.10%-0.07%
27VEAVanguard Ftse Developed ETFETF-其他0.41%-0.05%-0.01%
28AGGIshares Core U.s. AggregateETF-其他0.39%-0.07%-2.33%
29AVSCAvantis US Small Cap EquityETF-中小型股0.38%-0.01%+3.54%
30XMHQInvesco S&p Midcap Qual ETFETF-其他0.37%-0.23%-28.66%
31IJHIshares Core S&p Midcap ETFETF-其他0.37%—-1.30%
32IBMIntl Business Machines CORP股票-科技0.36%-0.18%-7.49%
33AAPLApple INC股票-科技0.34%-0.07%+0.90%
34IWFIshares Russell 1000 GrowthETF-其他0.32%-0.09%—
35IEFAIshares Core Msci Eafe ETFETF-其他0.27%——
36ILCVIshares Morningstar Value EtETF-其他0.26%——
37ORCLOracle CORP股票-科技0.24%-0.12%-1.08%
38METAMeta Platforms Inc-class A股票-通信服务0.22%-0.11%-11.38%
39RSGRepublic Services INC股票-工业0.22%-0.02%—
40MSFTMicrosoft CORP股票-科技0.21%-0.12%-2.43%
41VOTETcw Transform 500 ETFETF-其他0.19%-0.04%—
42ISTBIshares Core 1-5 Year Usd BoETF-其他0.18%——
43VBRVanguard Small-cap Value ETFETF-其他0.17%-0.02%—
44FEOEFirst Eagle Overseas Eq ETFETF-其他0.17%-0.02%—
45XLKSs Technology Select SectorETF-科技型0.16%-0.04%—
46NVDANvidia CORP股票-科技0.16%-0.03%-0.06%
47VTIVanguard Total Stock Mkt ETFETF-其他0.14%-0.03%-2.42%
48ESGUIshares Esg Aware Msci USAETF-其他0.13%-0.03%—
49JPMJpmorgan Chase & Co股票-金融0.13%-0.03%—
50AMZNAmazon.com INC股票-周期性消费0.12%-0.04%-7.84%
1–50 of 52

本季持股变动

Pearl Planning LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Jpmorgan Income ETF (JPIE); 新建仓: Fidelity Total Bond ETF (FBND); 清仓: Texas Instruments INC (TXN); 清仓: Alphabet Inc-cl C (GOOG); 减仓: Vanguard Total Bond Market (BND) — 股数 -86.06%.

Pearl Planning LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1BSVVanguard Short-term Bond ETF+0.1%+20.66%加仓
2AVDEAvantis International Equity0%+11.30%加仓
3AVSCAvantis US Small Cap Equity0%+3.54%加仓
4VCEBVanguard Esg US CORP Bond0%+14.66%加仓
5RSGRepublic Services INC0%—不变
6FEOEFirst Eagle Overseas Eq ETF0%—不变
7VBRVanguard Small-cap Value ETF0%—不变
8GOOGLAlphabet Inc-cl A0%-2.68%减仓
9JPMJpmorgan Chase & Co0%—不变
10AVGOBroadcom INC0%+1.66%加仓
11NVDANvidia CORP0%-0.06%减仓
12VTIVanguard Total Stock Mkt ETF0%-2.42%减仓
13ESGUIshares Esg Aware Msci USA0%—不变
14AMZNAmazon.com INC0%-7.84%减仓
15XLKSs Technology Select Sector0%—不变
16VOTETcw Transform 500 ETF0%—不变
17IDMOInvesco S&p International De-0.1%+5.56%加仓
18VEAVanguard Ftse Developed ETF-0.1%-0.01%减仓
19VBVanguard Small-cap ETF-0.1%-0.12%减仓
20AAPLApple INC-0.1%+0.90%加仓
21AGGIshares Core U.s. Aggregate-0.1%-2.33%减仓
22ESMLIshares Esg Aware Msci USA S-0.1%+3.21%加仓
23IWFIshares Russell 1000 Growth-0.1%—不变
24IVVIshares Core S&p 500 ETF-0.1%-0.07%减仓
25BIVVanguard Intermediate-term B-0.1%—不变
26METAMeta Platforms Inc-class A-0.1%-11.38%减仓
27AVUVAvantis US Small Cap Value-0.1%+2.42%加仓
28ORCLOracle CORP-0.1%-1.08%减仓
29MSFTMicrosoft CORP-0.1%-2.43%减仓
30QUALIshares Msci USA Quality Fac-0.2%-6.26%减仓
31TMSLT.rowe Prc Small-mid Cap ETF-0.2%+4.62%加仓
32MUBIshares National Muni Bond E-0.2%-1.23%减仓
33QQMGInvesco Esg Nasdaq 100-0.2%+7.77%加仓
34IBMIntl Business Machines CORP-0.2%-7.49%减仓
35XMHQInvesco S&p Midcap Qual ETF-0.2%-28.66%减仓
36BILSs Spdr Bb 1-3m T-bill ETF-0.3%-2.47%减仓
37DGROIshares Core Dividend Growth-0.3%+4.80%加仓
38QQQInvesco Qqq Trust Series 1-0.3%-0.28%减仓
39BOXXAlpha Architect 1-3 Mnth Box-0.4%+1.71%加仓
40QQQMInvesco Nasdaq 100 ETF-0.4%+4.45%加仓
41FRDMFreedom 100 Emeging Mrkt ETF-0.6%-3.91%减仓
42VOVanguard Mid-cap ETF-0.6%+5.69%加仓
43ESGVVanguard Esg US Stock ETF-0.7%+2.93%加仓
44VTVVanguard Value ETF-0.9%+0.01%加仓
45VOOVanguard S&p 500 ETF-2%+4.57%加仓
46BNDVanguard Total Bond Market-7.9%-86.06%减仓
47JPIEJpmorgan Income ETF—NEW新建仓
48FBNDFidelity Total Bond ETF—NEW新建仓
49TXNTexas Instruments INC—EXIT清仓
50GOOGAlphabet Inc-cl C—EXIT清仓

FAQ

Pearl Planning LLC 是什么机构？属于哪种投资人类型？
Pearl Planning LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.9亿，分布在 52 个已申报仓位之中。
Pearl Planning LLC 目前前几大持股有哪些？
根据最新 13F 申报，Pearl Planning LLC 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$2552.9万 (13.6%) 2. Avantis International Equity (AVDE) — US$1960.8万 (10.5%) 3. Jpmorgan Income ETF (JPIE) — US$1650.0万 (8.8%) 4. Fidelity Total Bond ETF (FBND) — US$1602.1万 (8.6%) 5. Vanguard Value ETF (VTV) — US$1436.1万 (7.7%)
Pearl Planning LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Pearl Planning LLC 共进行了 41 项显著调整：新建仓 2 个仓位、加仓 18 个既有持股、减仓 19 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Jpmorgan Income ETF (JPIE); 新建仓: Fidelity Total Bond ETF (FBND); 清仓: Texas Instruments INC (TXN); 清仓: Alphabet Inc-cl C (GOOG); 减仓: Vanguard Total Bond Market (BND) — 股数 -86.06%
Pearl Planning LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Pearl Planning LLC 的主要板块分布如下： • Information Technology: 70.8% • Communication Services: 16.8% • Financials: 6.4% • Consumer Discretionary: 6.0%

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