申报总市值
US$1.8亿
申报季度: 2026-03-31 · 持股只数: 36
Investments & Financial Planning, LLC在最新一期 13F 报告中披露了 36 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 5.4%。
减仓 SPYG
+1.5% -US$262.9万
加仓 IJH
+0.4% US$71.9万
加仓 VB
-0.7% US$32.9万
减仓 CGGR
+2.2% -US$85.3万
加仓 BIV
+17.7% US$59.5万
加仓 SHYG
+20.5% US$48.1万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-其他 | 21.21% | +0.48% | -0.68% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 19.45% | -1.13% | +1.51% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 14.94% | +0.60% | +0.36% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 9.05% | +0.13% | +1.01% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.87% | +0.04% | -0.27% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-其他 | 5.60% | -0.37% | +2.17% | |
| 7 | URTH | Ishares Msci World ETF | ETF-其他 | 5.47% | +0.05% | +2.79% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 4.02% | -0.08% | -1.35% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.36% | -0.07% | +2.17% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.27% | +0.35% | +17.69% | |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.65% | +0.28% | +20.45% | |
| 12 | TSLA | Tesla INC | 股票-周期性消费 | 1.13% | -0.21% | +0.45% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 0.85% | -0.09% | -0.39% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.52% | +0.01% | +1.94% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | -2.34% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.41% | -0.03% | -5.64% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.38% | -0.13% | -24.60% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | +0.20% | +185.94% | |
| 19 | SYBT | Stock Yards Bancorp INC | 股票-其他 | 0.36% | +0.36% | NEW | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.33% | -0.10% | -20.23% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.32% | +0.04% | +9.11% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.31% | — | -0.17% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.27% | +0.01% | -0.67% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.25% | — | -1.83% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.24% | +0.01% | +11.51% | |
| 26 | SUB | Ishares Short-term National | ETF-其他 | 0.23% | — | +0.18% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.22% | +0.01% | -0.43% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.22% | -0.08% | -27.05% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.21% | — | +12.66% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.21% | -0.01% | -6.06% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.20% | -0.03% | -9.88% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.14% | +0.14% | NEW | |
| 33 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.13% | — | +0.44% | |
| 34 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.12% | — | +0.35% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.11% | -0.03% | -11.34% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.11% | +0.11% | NEW |
Q3 2026表现
+3.4%
近4个季度表现
+18.2%
基于可获取价格的持仓（占申报价值的71%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 36 | US$1.8亿 | 5 | |
| 2025-12-31 | 37 | US$1.9亿 | 5 | |
| 2025-09-30 | 37 | US$1.9亿 | 18 | |
| 2025-06-30 | 37 | US$1.7亿 | 0 | |
| 2025-03-31 | 34 | US$1.5亿 | 0 | |
| 2024-12-31 | 33 | US$1.6亿 | 0 | |
| 2024-09-30 | 33 | US$1.6亿 | 0 | |
| 2024-06-30 | 33 | US$1.5亿 | 0 | |
| 2024-03-31 | 33 | US$1.5亿 | 0 | |
| 2023-12-31 | 32 | US$1.3亿 | 0 | |
| 2023-09-30 | 33 | US$1.1亿 | 0 | |
| 2023-06-30 | 35 | US$1.2亿 | 0 | |
| 2023-03-31 | 36 | US$1.1亿 | 0 | |
| 2022-12-31 | 36 | US$1.0亿 | 0 | |
| 2022-06-30 | 34 | US$9706.4万 | 0 | |
| 2022-03-31 | 33 | US$1.1亿 | 0 | |
| 2021-12-31 | 32 | US$1.1亿 | 0 |
Investments & Financial Planning, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Stock Yards Bancorp INC (SYBT); 新建仓: Vanguard Ftse Developed ETF (VEA); 清仓: Alphabet Inc-cl A (GOOGL); 清仓: Walt Disney Co/the (DIS); 清仓: Unitedhealth Group INC (UNH).