申报总市值
US$8454.7万
申报季度: 2026-03-31 · 持股只数: 64
Prism Planning Partners LLC在最新一期 13F 报告中披露了 64 项持股，申报期为 2026-03-31，总持股市值约为 US$8454.7万，季度换手率为 14.2%。
加仓 VGIT
+11.5% US$93.1万
减仓 NVDA
-55.5% -US$138.1万
加仓 ITOT
+4.3% -US$2.0万
减仓 MSFT
-48.9% -US$102.8万
加仓 BSVO
+4.0% US$59.3万
加仓 IDEV
+1.6% US$29.3万
仅显示前 42 大持股（共 64 只）
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 28.47% | +1.44% | +4.31% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 12.22% | +0.96% | +1.57% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 11.34% | +1.63% | +11.46% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 6.34% | +0.82% | +2.48% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 6.01% | +0.72% | +3.24% | |
| 6 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 5.99% | +0.97% | +4.02% | |
| 7 | DFSD | Dimensional Short Duration | ETF-其他 | 5.79% | +0.82% | +10.62% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 4.50% | +0.68% | +10.79% | |
| 9 | DFIV | Dimensional International Va | ETF-其他 | 3.06% | +0.29% | -1.12% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.73% | -0.67% | -26.81% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.49% | +0.07% | — | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.17% | +0.01% | +0.01% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | -1.49% | -55.47% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.95% | +0.07% | -1.91% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -1.11% | -48.94% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | -0.63% | -44.00% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.67% | -0.04% | -2.23% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | -0.09% | -13.58% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | -0.54% | -46.20% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.58% | +0.01% | -5.74% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | -0.44% | -40.95% | |
| 22 | IQLT | Ishares Msci International Q | ETF-其他 | 0.49% | +0.03% | — | |
| 23 | T | At&t INC | 股票-通信服务 | 0.48% | +0.01% | -17.29% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.37% | +0.03% | -0.55% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | -0.24% | -37.07% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.35% | +0.07% | +17.83% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | -0.03% | -1.74% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.26% | -43.65% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | -0.06% | -43.92% | |
| 30 | DFAT | Dimensional US Target Value | ETF-其他 | 0.28% | +0.03% | — | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.27% | +0.02% | -15.34% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.26% | -0.18% | -50.98% | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 0.21% | -0.14% | -41.01% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.20% | -0.10% | -26.66% | |
| 35 | GLW | Corning INC | 股票-科技 | 0.18% | +0.18% | NEW | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.17% | -0.44% | -70.89% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.16% | -0.12% | -41.96% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.16% | -0.07% | -50.30% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.14% | -0.24% | -58.93% | |
| 40 | GE | General Electric | 股票-工业 | 0.14% | -0.14% | -48.15% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.10% | -0.17% | -68.57% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.04% | -0.46% | -92.11% |
Q3 2026表现
+2.8%
近4个季度表现
+5.5%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的87%）计算
Prism Planning Partners LLC 在 2026-03-31 最显著的持仓异动： 清仓: Tesla INC (TSLA); 清仓: Applovin Corp-class A (APP); 清仓: Oracle CORP (ORCL); 清仓: Mastercard INC - A (MA); 新建仓: Corning INC (GLW).