Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/18 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 582
- 較 2023 年第 3 季 +503
- 總值
- $2.14 億
- 較 2023 年第 3 季 +$4,738 萬 (+28.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FDSFactset Research Systems Inc | Stock | 220 | $10.5 萬 | <0.1% | +220 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 2,160 | $10.6 萬 | <0.1% | +2,160 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 1,800 | $10.6 萬 | <0.1% | +1,800 | 新進 | 歷史 |
| STTState Street Corp | COM | 1,375 | $10.7 萬 | <0.1% | +1,375 | 新進 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 3,065 | $10.7 萬 | <0.1% | +3,065 | 新進 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 675 | $10.7 萬 | 0.1% | +675 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 237 | $10.7 萬 | 0.1% | +237 | 新進 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 878 | $10.8 萬 | 0.1% | +878 | 新進 | – |
| TFCTruist Financial Corp | COM | 2,920 | $10.8 萬 | 0.1% | +2,920 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 210 | $10.8 萬 | 0.1% | +210 | 新進 | 歷史 |
| PSAPublic Storage | COM | 355 | $10.8 萬 | 0.1% | +355 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 144 | $10.9 萬 | 0.1% | +144 | 新進 | 歷史 |
| CALMCal-Maine Foods Inc | COM NEW | 1,910 | $11.0 萬 | 0.1% | +1,910 | 新進 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,738 | $11.0 萬 | 0.1% | +2,738 | 新進 | – |
| PEPPepsiCo Inc | Stock | 649 | $11.0 萬 | 0.1% | +649 | 新進 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,025 | $11.0 萬 | 0.1% | +1,025 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 203 | $11.1 萬 | 0.1% | +203 | 新進 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 3,353 | $11.1 萬 | 0.1% | +3,353 | 新進 | 歷史 |
| MATXMatson, Inc. | COM | 1,020 | $11.2 萬 | 0.1% | +1,020 | 新進 | 歷史 |
| BLDQXO Insulation, LLC | Stock | 300 | $11.2 萬 | 0.1% | +300 | 新進 | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 3,200 | $11.3 萬 | 0.1% | +3,200 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 1,478 | $11.5 萬 | 0.1% | +1,478 | 新進 | – |
| ACNAccenture plc | Stock | 330 | $11.6 萬 | 0.1% | +330 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 75 | $11.8 萬 | 0.1% | +75 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 1,450 | $12.0 萬 | 0.1% | +1,450 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,190 | $12.0 萬 | 0.1% | +3,190 | 新進 | – |
| HIGHartford Insurance Group, Inc. | Stock | 1,500 | $12.1 萬 | 0.1% | +1,500 | 新進 | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 2,360 | $12.3 萬 | 0.1% | +2,360 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 922 | $12.3 萬 | 0.1% | +922 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 2,876 | $12.6 萬 | 0.1% | +2,876 | 新進 | – |
| ESNTEssent Group Ltd. | COM | 2,385 | $12.6 萬 | 0.1% | +2,385 | 新進 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 2,174 | $12.8 萬 | 0.1% | +2,174 | 新進 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 2,000 | $12.9 萬 | 0.1% | +2,000 | 新進 | – |
| HOLXHologic Inc | COM | 1,814 | $13.0 萬 | 0.1% | +1,814 | 新進 | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 2,347 | $13.0 萬 | 0.1% | +2,347 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 275 | $13.0 萬 | 0.1% | +275 | 新進 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,909 | $13.0 萬 | 0.1% | +3,909 | 新進 | – |
| SBUXStarbucks Corp | Stock | 1,354 | $13.0 萬 | 0.1% | +1,354 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,340 | $13.0 萬 | 0.1% | +1,340 | 新進 | 歷史 |
| PVHPVH Corp. | COM | 1,065 | $13.0 萬 | 0.1% | +1,065 | 新進 | 歷史 |
| MYRGMyr Group Inc. | COM | 900 | $13.0 萬 | 0.1% | +900 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 980 | $13.0 萬 | 0.1% | +980 | 新進 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 950 | $13.1 萬 | 0.1% | +950 | 新進 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,289 | $13.3 萬 | 0.1% | +1,289 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 867 | $13.4 萬 | 0.1% | +867 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 541 | $13.4 萬 | 0.1% | +541 | 新進 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 760 | $13.6 萬 | 0.1% | +760 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 979 | $13.7 萬 | 0.1% | +979 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,960 | $13.7 萬 | 0.1% | +1,960 | 新進 | – |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 16,250 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 954 | $13.8 萬 | 0.1% | +954 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 179 | $14.0 萬 | 0.1% | +179 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 623 | $14.1 萬 | 0.1% | +623 | 新進 | 歷史 |
| SYFSynchrony Financial | COM | 3,690 | $14.1 萬 | 0.1% | +3,690 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 913 | $14.2 萬 | 0.1% | +913 | 新進 | – |
| WFCWells Fargo & Company | Stock | 2,895 | $14.2 萬 | 0.1% | +2,895 | 新進 | 歷史 |
| TMToyota Motor Corp | ADS | 780 | $14.3 萬 | 0.1% | +780 | 新進 | 歷史 |
| MTHMeritage Homes CORP | COM | 825 | $14.4 萬 | 0.1% | +825 | 新進 | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,404 | $14.4 萬 | 0.1% | +1,404 | 新進 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 1,439 | $14.6 萬 | 0.1% | +1,439 | 新進 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 2,645 | $14.6 萬 | 0.1% | +2,645 | 新進 | – |
| FNFFidelity National Financial, Inc. | COM SHS | 2,975 | $15.2 萬 | 0.1% | +2,975 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,876 | $15.2 萬 | 0.1% | +1,876 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 1,166 | $15.3 萬 | 0.1% | +1,166 | 新進 | 歷史 |
| SHELShell plc | ADR | 2,325 | $15.3 萬 | 0.1% | −2,196−48.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,043 | $15.8 萬 | 0.1% | +1,043 | 新進 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 1,570 | $15.9 萬 | 0.1% | +1,570 | 新進 | – |
| EOGEOG Resources Inc | Stock | 1,315 | $15.9 萬 | 0.1% | +1,315 | 新進 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 2,779 | $16.1 萬 | 0.1% | +2,779 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 336 | $16.3 萬 | 0.1% | +336 | 新進 | – |
| CLFCleveland-Cliffs Inc. | COM | 8,000 | $16.3 萬 | 0.1% | +8,000 | 新進 | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,388 | $16.4 萬 | 0.1% | +1,388 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 1,269 | $16.5 萬 | 0.1% | +1,269 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,034 | $16.5 萬 | 0.1% | +2,034 | 新進 | – |
| PKGPackaging Corp of America | Stock | 1,025 | $16.7 萬 | 0.1% | +1,025 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,070 | $16.8 萬 | 0.1% | +1,070 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 571 | $16.9 萬 | 0.1% | +571 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 8,884 | $17.2 萬 | 0.1% | +8,884 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 793 | $17.4 萬 | 0.1% | +793 | 新進 | – |
| FASTFastenal Co | Stock | 2,700 | $17.5 萬 | 0.1% | +2,700 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,028 | $17.5 萬 | 0.1% | +1,028 | 新進 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,560 | $17.5 萬 | 0.1% | +1,560 | 新進 | 歷史 |
| BHPBHP Group Ltd | ADR | 2,576 | $17.6 萬 | 0.1% | +2,576 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 414 | $17.7 萬 | 0.1% | +414 | 新進 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,224 | $18.0 萬 | 0.1% | +1,224 | 新進 | – |
| STMSTMicroelectronics N.V. | NY REGISTRY | 3,600 | $18.0 萬 | 0.1% | +3,600 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,242 | $18.2 萬 | 0.1% | +2,242 | 新進 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,065 | $18.2 萬 | 0.1% | +1,065 | 新進 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 7,373 | $18.3 萬 | 0.1% | +7,373 | 新進 | – |
| SNYSanofi | SPONSORED ADR | 3,683 | $18.3 萬 | 0.1% | +3,683 | 新進 | 歷史 |
| SRCSpirit Realty Capital, Inc. | COM NEW | 4,259 | $18.6 萬 | 0.1% | +4,259 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 685 | $18.7 萬 | 0.1% | +685 | 新進 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 2,780 | $18.7 萬 | 0.1% | +2,780 | 新進 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 965 | $19.1 萬 | 0.1% | +965 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,554 | $19.2 萬 | 0.1% | +2,554 | 新進 | – |
| NVONovo Nordisk A S | ADR | 1,878 | $19.4 萬 | 0.1% | +1,878 | 新進 | 歷史 |
| VTRVentas, Inc. | REIT | 3,977 | $19.8 萬 | 0.1% | +3,977 | 新進 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,549 | $19.9 萬 | 0.1% | +1,549 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,587 | $20.1 萬 | 0.1% | +3,587 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,025 | $20.2 萬 | 0.1% | −40−1.0% | 減碼 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| ITWIllinois Tool Works Inc | Stock | $3,405 | – |